Bienestar Annual Report€¦ · Visit our website at ‐or.org Message from Bienestar Board...
Transcript of Bienestar Annual Report€¦ · Visit our website at ‐or.org Message from Bienestar Board...
Bienestar Annual Report 2013
Presen
tatio
n to Ann
ual M
eetin
g March, 201
3
Visit our website at www.bienestar‐or.org
Message from Bienestar Board President
Dear Bienestar Friends,On behalf of the Bienestar Board of Directors we are pleased to present the 2013 Annual Report. We are proud to report significant
achievements toward the goals outlined in our 2012‐2015 Strategic Plan, and advancement of our mission to build housing, hope and futures for the well‐being of working families and seniors. Highlights of 2013 include:
• 100% lease‐up of Juniper Gardens, 24 farmworker apartments in Forest Grove• Partnership with City of Cornelius to develop a new Library + senior housing• Pathways from Poverty resident service programs continue for youth and adults• Celebrating 32 years of providing affordable housing in Washington County• First ever fundraising event a great success: Homegrown at Montinore Estate• Recetas, new social enterprise and job training program launched• Biennial door‐to‐door resident survey completed• We had a banner year in fundraising ‐ $222,334 from donors, foundations and government grants
• Juniper II financing closed – construction started January, 2014; on 22 newfarmworker apartments in Forest Grove
We thank our wonderful staff, dedicated board members, generous donors and funders, our Promotores, our committed volunteers, and the many partners with whom we work. Most importantly, we thank the 487 families whom we serve – their hard work, striving, strengths and hope inspire us daily. Sincerely,
Bienestar Staff 2013
Executive Director Karen ShawcrossProgram Services Director Gracie GarciaFiscal Manager Sandy O’Kelley Housing Director Rich MalloyDevelopment Director Aleksi MerilainenOffice Manager/Programs Jorge TelloVISTA Volunteers Joe Spiwak
Roxanne MyslewskiJesuit Volunteers Jordan Harbaugh
Anna OsbornAmeriCorps Volunteer Geraldine Araujo
•VISTA, AmeriCorps & Jesuit volunteer programs run August‐August annually.
Promotores 2013
Guillermina Alonso Guadalupe Barajas Agustina Garcia
Norma Hidalgo
Hilda Perez
Marisela Iñiguez Alejandro Ortega Beatriz Osuna
Elvira ToscanoBeatriz Perez Teresa Perez
Maria Angel
Promotores, our resident peer leaders, are critical to the success of our Pathways from Poverty initiative. With a Promotor(a) at each property, we are able to stay attuned to the needs of our residents. These Promotores receive special leadership training and through home visits help to connect their neighbors to information, resources and referrals. In 2013 they also conducted the door‐to‐door resident survey at their properties. Their leadership also helps to augment staff capacity. They are the Latino community leaders of the future.
Officers:President: John McMeekanVice President: Daryn MurphySecretary: Cheryl HilbertTreasurer: Russ Peterson
Olivia AlcaireBrenda Bradley
Stefanny CaballeroDavid CintronLaura Conroy*Martina Cruz
Maria Elena Guerra*Norma HidalgoCheryl Hilbert
Marisela IñiguezTeresa MondouDaryn MurphyManuel Nava
Alejandro Ortega*Danielle Perez
Don RuffEd Sale
Elvira Toscano*Ivy Wagner
* Indicates partial year
Bienestar Board of Directors2013
Awards 2013
AWAR
DS 201
3
• Corporate Partner of the Year: LMC Construction
• Nonprofit Partner of 2013: Community Housing Fund
• Community Partner of 2013: Oregon Zoo (Zoo to You Program)
• Education Partner: Pacific University
• Volunteer of the Year: Alejandro Vilches
• Youth Service Award: Blanca Martinez Perez
• Manager of the Year: Juan Carlos AguileraSycamore View Apts.
Highlights 2013
• Celebrated 32 years of service in Oregon
• Leased up Juniper Gardens I, 24 farmworker apartments in Forest Grove; 100% occupied immediately following construction completion in December, 2013.
• Closed financing on Juniper Gardens II, 22 additional farmworker apartments. Financing included $1.5 million grant from USDA, Farmworker Housing Tax Credits, HOME funds, OHCS funds, and loan and rental subsidies from USDA.
• City of Cornelius signs Memorandum of Understanding with Bienestar to develop new Library with two floors of affordable housing for low‐income seniors.
• Predevelopment planning continues for Benessere Village, 52 apartments for low‐income seniors in downtown Hillsboro. Hillsboro Planning Commission approves Bienestar plans to restore historic Donelson House and convert it to a retail café for Recetas, our new culinary skills job training program and social enterprise.
• Auditor confirms that 96 cents of every dollar supports programs for residents
•
More Highlights 2013
• Bienestar selected by U.S. State Department as one of 16 nonprofits in the United States to host a delegation of nonprofit leaders from China to benchmark best practices.
• One family cashed out their IDA (Individual Development Account) and received their 3:1 cash match in order to start a small business in car detailing.
• Two Bienestar GED students received their high school equivalency diplomas in 2013.
• Another year of 100% Board & Staff giving
• Four Bienestar teens in the Education Navigation program are attending Portland State University. They are all first generation college students in their families.
• Recetas program was launched and first group of culinary skills training students graduated in 2013. Catering business was launched. This program was funded by the Paul G. Allen Foundation.
9
Listos Para Vida 2013 ‐ Youth Programs
4 Homework ClubsFinancial Fitness for Life
Education NavigationKids Computer Club
Summer Lunch & FunExplorador Camp
Kids Cooking & NutritionPlayWrite for Teens
Girl ScoutsTeens Build A Computer
Kids Music ClassHoliday Parties
Teen IDA ProgramAudubon Teen Outing
Teen Conservation ProjectZoo to You
Semillas de Éxito 2013 Programs for Adults
Seeds for Success –Program
s for AdultsPromotores
GED Preparation ClassesCommunity Gardens
Computer ClassesFinancial Literacy Classes
Adult IDA ProgramJob Coaching
Emergency Cash &Food AssistanceResident Meetings
ESL ClassesCanning Classes
Homeownership CounselingSpecial Presentations & events
Parents as TeachersRecetas Program
Cornelius Place ‐ 2013
Cornelius City Council votes to name Bienestar as developer to build a new City Library with 41 apartments on two floors above for low‐income seniors ages 62+ in downtown Cornelius. Project team: City of Cornelius, Cornelius Library, The Nielson Group, Scott/Edwards Architecture, YMCA, Walsh Construction. Predevelopment funding from Community Housing Fund & Office of Community Development of Washington County.
Juniper Gardens Phase IIForest Grove, Oregon22 Farmworker HomesTwo, three and four bedroomsProject Team: CASA of Oregon, LMC Construction, Scott/Edwards ArchitectureFunding: USDA/Rural Development, HOME, OHCS, FarmworkerHousing Tax Credits
Benessere Village is a proposed 52 unit project in downtown Hillsboro for low‐income seniors. Plans for the Donelson House on the site (pictured left) were approved by the Planning Commission in 2013. Plan is to restore the house, move it on the site and convert it to a café for our Recetas social enterprise and culinary job skills training program.
Benessere Village
Individual Donors 2013
Socios($450 to $999)
Circle of Friends($1000 or more)
Laurine ApolloniMarilyn Badurina & Benjamin JonesMarty Blomberg
In memory of Charles R. BlombergMildred Blomberg
In memory of Charles R. BlombergChris DuffinAndrew JohnsonMatthew LeedingRich & Margo MalloyDon Ruff & Betsy Ramsey
In memory of Esther RuffKaren Shawcross
In memory of Charles R. BlombergRobert Walsh
Jeri AlcockJeffrey AustinDavid CintronLaura ConroyJohn LenzJanice MorganSheila & Carl SegerJeffrey Weissler
Amigos de los Niños(Up to $99):
Constructores($100 to $449)
Individual Donors 2013
Olivia AlcaireVeronica BacaClem & Helen BlombergShannon BradburyStefanny CaballeroPriscilla CarlsonAnita CassarinoJim & Joanne DavisAnthony DeFalcoTim DunnCatherine ElderKorrine HarrisMarisela IñiguezErik & Adrienne JensenKaveh KavehradPhyllis & John KirkwoodDavid KoenCarol KruegerAleksi MerilainenVictor MolinaAntoniette & James MountainManuel Gonzalez NavaAlejandro OrtegaP. G. Long Carpet CleaningDanielle PerezPaul & Catherine QuackenbushWilliam RamseyEdward RandellMeryl Redisch
Marilyn Bancel & Rik MyslewskiAnn BlakerBrenda BradleyKay ChesterIn memory of Nick Chester
Julie ConroyAda CostanzoGreg DanielsonIn honor of Gracie GarciaNikki DobayAbe FarkasRob & Linda FotheringhamGracie GarciaLeda & Patrick GarsideDon GeddesMaria Elena GuerraDennis HarbaughIn honor of Jordan Harbaugh
Cary HarkawayWilliam HartCheryl HilbertRon HochsteinNina & Michael KaufmannJudy & Mike KeaneLeon Laptook & Carol MostMark LawtonMary LewisPeggy LindenJohn McMeekanTeresa MondouMarjorie & Michael Murphy
Linda Netherton & Doug LonghurstSharon NielsonSandy O’KelleyMary Lee OshiroRuss PetersonJennie ProctorJose RiveraMargaret Springer RodriguezIn memory of Rosemary Springer
Janice RomanoGinny RosenkranzMary & Thomas RuhlLeigh & Greg SchrockMark SchwingSid ScottMilan & Jean StoyanovDan ValliereRoberto VillaDon & Eunice WaggonerRobert Wendel
Ron SalgadoPrasad SaranjameGrace & Eion ScottWallace SmithLarry SnowMartha TaylorJorge TelloAndree TremouletIvy WagnerHarold WalkerAnne & Wayne Weld‐MartinElaine & Lawrence Winans
STATEMENT OF FINANCIAL POSITION ‐ unauditedAs of December 31, 2013
ASSETS
Cash $ 1,029,759
Cash ‐ restricted 2,140,388
Receivables 3,598,000
Other assets 306,907
Development receivable 466,527
Fixed assets, net 34,338,193
TOTAL ASSETS $ 41,879,774
LIABILITIES AND NET ASSETS
LIABILITIES
Accounts payable and accrued expenses $ 308,492
Other liabilities 1,044,518
Notes payable ‐ government 6,755,195
Notes payable 11,864,314
TOTAL LIABILITIES 19,972,519
NON‐CONTROLLING INTEREST 7,002,152
Unrestricted net assets 982,182
Temporarily restricted net assets 11,415,175
TOTAL NET ASSETS 12,397,357
TOTAL LIABILITIES AND NET ASSETS $ 39,372,028
$ 2,507,746
‐30%
37%
33%
Breakdown of Net Assets
Available inOperations
OtherwiseRestricted
In HousingProjects
Bienestar's financial position includes 100% ownership of 5 housing projects and an investment in 5 other projects. The assets related to these projects are considered long-term and are restricted to government and other agreements which do not allow for use in operations and/or program management.
The label "Non-Controlling Interest"represents the investment of equity partners in the five other projects.
STATEMENT OF ACTIVITIES ‐ unauditedFor the year ended December 31, 2013
TOTAL
SUPPORT AND REVENUESRental income $ 4,069,993 Grants ‐ Government 2,102,080 Grants ‐ Other 134,335 Donations 27,870 Tax Credits 1,806,702 Other income 91,775 TOTAL SUPPORT AND REVENUES 8,232,755
EXPENSES
PROGRAM SERVICES
Property and asset management 5,184,085 Resident Services and Leadership 262,815
TOTAL PROGRAM SERVICESProject development 23,246 5,470,146
GENERAL AND ADMINISTRATIVERESOURCE DEVELOPMENT 171,866
82,997 TOTAL EXPENSES 5,725,009
CHANGE IN NET ASSETS$ 2,507,746
Surplus (deficit) generated in operations$ (10,582)
Surplus (deficit) allocable to equity partners (1,150,634)Surplus (deficit) restricted to housing activites 3,668,962
$ 2,507,746
1%3%
96%
Percent of functional expenses
ResourceDevelopment
Administrative
ProgramServices
Corporate Support 2013
Government Support
Ball Janik LLP Bank of America Blooming Nursery Cascade Management Coin Meter Common Community Solutions Happy Mowers Hilbert Team at Keller Williams Intel J.D. Fulwiler & Co. Insurance J.R. Johnson Jet Industries, Inc. LMC Construction Mark Schwing, CPA Montinore Estate National Equity Fund New Seasons Market Pairings Wine Shop Panzer Nursery SafeCo Corporation Scott/Edwards Architecture The Nielson Group Vial Fotheringham LLP Lawyers Walsh Construction Wells Fargo
Foundation Grants• Hardy Plant Society• Herbert A. Templeton Foundation• Intel Foundation• Irwin Foundation• Jackson Foundation• Meyer Memorial Trust• Paul G. Allen Foundation• Portland Women’s Foundation• Presbyterian Mission Agency• Share Our Strength• Southminster Presbyterian Church• United Methodist Women
• City of Hillsboro• Forest Grove School District• Oregon Dept. of Housing & Community Services• Washington County Office of Community Development• Washington County Community Network Fund• USDA Rural Development
Homegrown EventBienestar’s first ever Fundraising Event
Harvesting Sponsors:Coin MeterMark Schwing, CPAJD Fulwiler & Co. InsuranceThe Hilbert Team at Keller WilliamsWells FargoBlooming Nursery
Tasting Sponsors:Mildred M BlombergSharon NielsenHappy MowersNational Equity FundDaryn MurphyDon Ruff & Betsy RamseyElizabeth Harrison
Bottling Sponsors:
Pressing Sponsors:
Raised $18,000 for Resident Service Programs!
AMAZING VOLUNTEERS 2013Olivia AlcaireAna AlejoLisa AllenElizabeth AlvaradoVioleta AlvarezRodrigo AmaroJorge AndradeTessla AndrusLuis AraizaMarie ArrietaBrendan AtteyMercedes AtwoodMarieli AvalosMarbella BareAnnie BarnicleRicardo BernadezBrenda BoeckelAngela BohlkeElla BohnCindyjo BoungnavathRobert BrandonTim BudelmanClaudia BueermannConor Bulekley‐KraneAriana CamposAudrey CardenasJacob CaseDawn CastellanosJack CavenaughLeslie ChaneyJames ChangTony ChangOwen ChapmanAnabel Choi
Makenzee Cleavland‐AguirreMyra CombesAdriana CostanzoKathy CraftAnayani DePazShenaye DierkingJacob DreeseJillian DrosteM. EdensCatherine ElderIris EllenbergKyra FinelyLauren FogelstromAllison FoltynConnor FordKimberly FreehillHolly FrohlickRuben GarciaMelissa GittelmanGeorgia Godlee‐CampbellMike GoodmanKathie GoodpasterKiera GoodpasterJulia GormanJarod GowgielAlex GreenCharlotte GreenPaula GreenLisa GriffenJessie GriffinJenny HainesCameran HaleCory HanEric Hansen
Joseph HansatzMoss HardmanTrisha HarlanMegann HartungAustin HedCecilee HenstromAna HernandezClaudia HernandezMartyn HillTara HolmesMike HougeValerie HuangNaomi IversonChris JahnckeChristina KavehradMaya KingLeah KlaasShantin KleenKarli KoehnJenna LadeMonica LarrabeeAlex LeeAnnie LodveaAndrew LudwikoskiChelsea LynneBlanca MartinezEmily MasonKelsi MastersCody McCarterKaylen MillerJowelle MizeroMaribel MoncadoSarah MooreAmber Morgan
Sonja MundtShanayia MuñozJared MyerDebi MyersAlison NatterMau NomaniNadya OkamotoCourtney PalmerJoey PapparoCarissa PattisonErica PepinLindsey PersingerSophie PetersDavid PickarJessica PrecourtRocio RamirezMaria RegaladoHuitzilli Rios MartinezKrystalina RomeroIsabel RooperEdith RosalesSuly RosalesMinerva SalvadorSachleen SandhuMarty SantiagoSiam ScuillerLibam SheilchWalter SherryLauren ShoemakerDashiell ShulmanHannah SkuttPeter SkuttSiumru SluillarDavid Smith
MacKenzie SmithChristina SpiresSteven TangTracy TheaboltLauren ThompsonRiley TollZac TorngDaniela TorresKatherine TougasPaul TrentLisie UcAkeAmelia UlshCenaida ValdiviaAlejandro VilchesRoberto VillaEmily WarchotIvonne WardLisa WellerElli WiitaKristy WuRachel YeAustin YoungsSadie YudkinMelissa ZumbachJorge Luis Zurita
Partners 2013
2012
Adelante MujeresAll Together NowAudubon Society of PortlandCatlin Gabel SchoolCentro CulturalDept. of Health & Human ServicesDress for SuccessForest Grove Migrant Education Dept.HandsOn PortlandHillsboro Police Dept.Hillsboro School DistrictLegal Aid ServicesMurray Hills Christian ChurchOregon Child Development CoalitionOregon Food BankOregon Law CenterPlayWriteSALUDSouthwest Community Health CenterVirginia Garcia Memorial Health CenterWashington County Sheriff’s Dept.Zoo to You
Success Story: ELSA
Elsa and her family emigrated to the U.S. from Mexico about 10 eyars ago through a family unification program. She and her husband Gilberto worked in agriculture, and lived at Elm Park Apartments for eight years. They have four sons. Their youngest son Cesar was born with spina bifida and doctors in Mexico told her he would never walk and would likely not survive long. After coming to the U.S., he was treated at Shriners Hospital where he was given braces. She says one of her happiest moments was when he graduated from HeadStart and was able to walk on stage with the other children and sing and dance.
Elsa applied to be a Promotora at Elm Park because she wanted to start changing her life. Her greatest challenge was to overcome the fear of doing things she hadn’t done before. It was hard for her to approach people and start a conversation –she would actually start trembling at the prospect. Her experience as a Promotorachanged all that. She communicates without being nervous, can explain things clearly and accurately and helped Bienestar families get the help they needed. She participated in Bienestar’s ESL, GED, financial literacy and computer classes. She also enrolled in our IDA program to get the 3:1 matched savings for her eldest son Gilberto to go to Western Oregon College where he is studying to become a police officer.
Elsa’s son Juan Carlos participated in the Bienestar/City of Hillsboro internship partnership. He had a paid internship in the Engineering Dept. at City Hall, and is now attending PSU to study engineering. He participated in the BienStar Savers program, Education Navigation, and Financial Fitness for Life at Bienestar. Emmanuel joined our Education Navigation and IDA program to save for college. He also wants to be a police officer. Cesar has participated in Homework Club, Music Classes, Financial Fitness for Life, Soccer Club, Basketball Club and AKA Science while the family lived at Elm Park.
Following her experience as a Promotora, Elsa felt that she was ready to advance beyond farmwork, and Bienestar’s Job Club helped her get a position at a fitness center in Portland. With more income and the help of Bienestar’s homeownership counseling program, the family bought a single family home last year.
Bienestar Suite A‐100, 220 S.E. 12th Avenue Hillsboro, OR 97123 503.693.2937
Read more at www.bienestar‐or.org
As we look back on 2013, I am reminded of this quotation by Margaret Mead: “Never doubt that a small group of thoughtful, committed people can change the world. Indeed it is the only thing that ever has.” This year at Bienestar we have been blessed to witness the success of our Pathways from Poverty initiative in creating change in the lives of the families we serve. A heartfelt thanks goes to dedicated staff, Board, volunteers, partners, funders and friends for helping us to build housing, hope and futures in 2013.
Yours in service, Karen Shawcross, Executive Director