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Created Monday, February 09, 2015 Page 1 General information General information | Organization Duet:Partners in Health and Aging General information | Contact First name Claire General information | Contact Last name West General information | Contact e-mail grants@duetaz.org General information | Contact phone number 602 274 5022 Address Address | Street 555 W Glendale Avenue Address | City Phoenix Address | State Arizona Address | ZIP Code 8 5 0 1 2 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $9000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $ Year 2 $ Year 3 $ Year 4 $ Year 5 $ Page 1 IRS Department or the Treasury Internal Revenue Service P.O. Box 2508, Room 4010 In reply refer to: 4077556534 Cincinnati OH 45201 Sep. 22, 2009 LTR 4168C 0 74-2370522 000000 00 00025918 BODC: TE DUET PARTNERS IN HEALTH & AGING INC 555 W GLENDALE AVE PHOENIX AZ 85021-8763 005227 Employer Identification Number: 74-2370522 Person to Contact: SHARON LENARD Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your request of Aug. 28, 2009, regarding your tax-exempt status. Our records indicate that a determination letter was issued in November 1985, that recognized you as exempt from Federal income tax, and discloses that you are currently exempt under section 501(c)(3) of the Internal Revenue Code. Our records also indicate you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely yours, Cindy Westcott Manager, EO Determinations Duet Partners hi Health &Aging 555 West Glendale Avenue Phoenix, Arizona 85021 Ms. Selena Castaneda Fort McDowell Yavapai Nation Tribal Council Secretary P.O. Box 17779 Fountain Hills, AZ 85269 March 1, 2015 Dear Ms. Castaneda: On behalf of Duet: Partners in Health and Aging, thank you for the opportunity to apply for Proposal 202 funding through the Arizona Benefits Fund. We are grateful for the work you do for the community. Please find our application letter and support materials. We request $9,000 in funding for a program that impacts the lives of hundreds of elders each year. Congregational Health Services - Bridging Faith and Health provides older adults of many faiths with health interventions including diabetes screening, blood pressure screenings, and health counseling. A grant will contribute to 6,400 screenings, and help to fund trainings for nurses who wish to begin or to continue health programs throughout Maricopa County. Duet is a non-profit, interfaith organization whose mission is to promote health and well-being through a broad range of community-based services for homebound elders and adults with disabilities, caregivers, faith communities, and grandparents raising grandchildren. Duet was founded in 1981 with the vision that more needed to be done to help older adults struggling to live independent and meaningful lives, even as their needs increased. Name and contact information for local government entity that will accept and disburse funds to a non-profit or the contact information for the applying city, town or county: Maricopa County Government Relations, Amanda Nash, Legislative Analyst, 301 W. Jefferson, 10th Floor, Phoenix AZ 85003, nasha001@mail.maricopa.gov (602) 506-4485 (o) (602) 214-9019 (m) Organization name, address and main point of contact: Organization Name: Duet: Partners in Health and Aging; Address: 555 W. Glendale Ave, Phx, AZ 85021; Contact Name: Nancy Knoche, Director of Development, knoche@duetaz.org ; Phone: 602 274 5022; website www.duetaz.org • Description of proposed program or project-is this a new or continuing program or project: Through the Congregational Health program, Duet reaches out to the community by teaching registered nurses (RNs) who wish to combine their professional skills with their faith how to promote health and well-being in their respective faith communities. Duet brought the concept of faith community nursing to Arizona in 1994, and is the only entity in the state offering courses that provide RNs the training and certification to become faith community nurses. In Maricopa County there are 1,582 faith communities. There are 77 active congregational health communities around the state. Duet's participating congregational health programs provide services to individuals throughout Maricopa County, with a concentration in the greater Phoenix metropolitan area. Trainings are provided both in and outside Maricopa County, twice a year. The impact that each faith community nurse makes is significant. Through Duet, more than 63,900 health interventions were provided free-of-charge through participating congregational health programs in 2014. In each congregation, interventions include health screenings, advocacy, exercise and health education classes, personalized health counseling, and more, to seniors in need of caring attention, and to community members of all faiths, backgrounds and ages. Faith Community Nurses (FCN) average 850 interventions annually. What is a congregational health program? A congregational health program combines the skills of health professionals, clergy/ spiritual leaders, and other congregation member to promote whole person health. Duet serves as a resource for congregations of many faiths and nurses who want to create and sustain health programs that help the 'whole person"— in mind, body and spirit. Executive Director: Elizabeth Banta Phone: (602) 274-5022 Email: info@duetaz.org Web: www.duetaz.org Faith community nursing is a recognized specialty of the American Nurse's Association guided by national standards. FCNs are making a difference in the contemporary healthcare environment — for example, with the Affordable Care Act, there is an increased need for community care, and FCN's are playing a major role in reducing hospital re-admissions. The program has demonstrated success in improving health and well-being for 20 years, yet continues to need strong community support to grow its compassionate, impactful, and cost-effective services. Description of how the proposed program or project meets one or more of Fort McDowell's funding priorities The project meets the published priority of Health. • Identification of the need your grant will address, target population and number of people who will be served Need: In 2014, 77 participating congregational health programs delivered $102,400 in free-of-charge health care, based on an estimate of $16 per intervention. Congregational health programs promote health, disease prevention and healing through the primary functions of health education, personal health counseling, health advocacy, referral, volunteer coordination, support groups, and integration of faith and health. Blood pressure screening is a common service performed, and we continue to find that approximately one-third of people screened have abnormal readings. These screenings provide opportunities to refer individuals for medical treatment and to support lifestyle changes that often reverse the condition. Falls are categorized as the most common type of fatal unintentional injury for elders. FCNs help prevent falls by increasing strength and balance through congregational exercise programs and environmental assessments. Flu and pneumonia combine to be the fifth leading cause of death in Arizona among persons 65 and older. Many congregations provide annual flu clinics open to the wider community. Diabetes, one of the ten leading causes of death in the state, can and is impacted by diet, exercise, and early identification and treatment. FCNs also help people navigate the medical delivery system. They make home visits, accompany people to doctor visits and provide support and education. As the population ages, health promotion and disability prevention become more important to public health. The Arizona Department of Health Services' publication "Arizona 2010 — Collaborating for a Healthier Future" notes that many major challenges to good health can be improved through better personal choices in exercise, nutrition, preventable accidents, and tobacco use. The publication promotes innovative community solutions to impact the health challenges facing our state. Duet directly impacts this public health issue by nurturing congregation-based health programs. Target population: All age groups will be served, with individuals over the age of 65 receiving over 90% of the thousands of interventions provided. Number of people who will be served: We anticipate training 20 nurses, providing information and referral through 1,700+ phone and email contacts, and offering three monthly training/support sessions to help FCN's maintain vibrant programs, resulting in 64,000+ health interventions to at least 8,000 people in need. • Brief description of partners in the program or project or other entities providing funding and support. Indication of any other applications made to and/or awards granted by other tribes/nations Faith communities of all sizes participate, from under 250 members to greater than 5,000 members in the greater Phoenix area. These represent a broad range of denominations including Christian and Jewish faiths. No other tribal nations have been approached for funding for this program. A budget is included in this proposal. • Timetable for implementation of your program or project Duet Congregational Health Services is a critical component of Duet's community-based services. Funding will lead to impactful health and aging services by offering the Foundations of Faith Community Nursing course through Duet (the only recognized provider in the state), monthly trainings, refresher courses, and ongoing guidance and support for FCNs. Upon the announcement of a grant we would be proud to recognize the Nation's commitment to the mind, body and spirit of the community though inclusion in Duet's annual report and newsletter, as well as a link on the Duet website and on Congregational Health publicity, Thank you for your consideration. Please do not hesitate to contact me at (602) 274-5022 or banta@duetaz.org if you have questions. Most Sincerely, Elizabeth Banta, Executive Director Enclosures: 501(c) 3 letter, Proposed budget for the program or project, Identification of long-term funding resources Executive Director: Elizabeth Banta Phone: i602) 274-502.,: Email: into@duetaz.orr Web: ‘.vww.duetaz.org Duet Budget for Congregational Health Services 2014 Description Budget REVENUE GRANTS / DONATIONS FROM CORPORATIONS & FOUNDATIONS Corporate / Foundation Grants and Donations* 82,508 Total Grants 82,508 CONTRIBUTIONS Partnered Congregations 1,000 Individual Contributions 750 Total Contributions 1,750 OTHER OPERATING REVENUE Congregational Health Training 11,000 Congregational Health Underwriting 8,000 Occupancy (In-kind) 5,832 Total 24,832 FUND RAISING REVENUE Jazz Cabaret - Call to Compassion 2,000 Poinsettia Tea "On the Spot" Fundraiser 1,500 Total fundraising Revenue 3,500 Total Operating Revenue 112,590 Duet: Partners In Health and Aging EXPENSES PERSONNEL Salaries & Wages 82,993 Program Director Program Assistant p/t Executive Director allocation Operations Manager allocation Finance allocation Reception allocation Payroll Benefits 10,409 Total Payroll & Benefits 93,402 GENERAL OPERATING EXPENSE Continuing Education 1,400 Supplies 400 Miscellaneous Expenditures 120 Postage 1,000 Resource Materials/Subscriptions 300 Travel Expense (for mileage) 800 Dues, Memberships, Permits & Fees/Subscriptions 35 Congregational Health Training 11,000 Printing & Duplicating 3,000 Total Operating Expense 18,055 FIXED OPERATING EXPENSE Computer Service / Maintenance in office 150 Equip Repair/Maintenance 1,500 Telephone 513 Occupancy (In-kind) 5,832 Office Rent 1,296 Central Services Office 842 Total Fixed Expense 10,133 Total Program Expense 121,590 * not all grant funding is secured Duet: Partners In Health and Aging 555 West Glendale Avenue Phoenix, Arizona 85021 Fort McDowell Proposal 2015 attachment Identification of long-term funding resources As a flagship program of Duet: Partners in Health and Aging, Congregational Health is factored into the operating budget, and staff consistently identifies potential funding streams. Current funding sources include: Corporate / Foundation Grants and Donations (GE Foundation, Vineyard Foundation – secure. Retirement Research Foundation, CVS, Caesar’s Entertainment – identified.) Partnered Congregations Individual Contributions Training fees Fundraising events In-Kind Executive Director: Elizabeth Banta Phone: (602) 274-5022 Email: info@duetaz.org Web: www.duetaz.org Created Monday, February 23, 2015 Page 1 General information General information | Organization Children's Museum of Phoenix General information | Contact First name Debra General information | Contact Last name Paine General information | Contact e-mail dpaine@childmusephx.org General information | Contact phone number 602 648 2743 Address Address | Street 215 N. Seventh Street Address | City Phoenix Address | State AZ Address | ZIP Code 8 503 4 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $10,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $10,000 Year 2 $ Year 3 $ Year 4 $ Year 5 $ Page 1 RS Department of the Tremmry Internal Revenue Service P.O. Box 2508 In reply refer to: 0248162365 Cincinnati OH 45201 Apr. 20, 2012 LTR 4168C E0 86-0934323 000000 00 00020479 BODC: TE CHILDRENS MUSEUM OF PHOENIX Y. DEBBIE GILPIN 215 N 7TH ST PHOENIX AZ 85034-1012 Employer Identification Number: 86-0934323 Person to Contact: Robert C Voss Toll Free Telephone Number: 1-877-829-5500 Dear Taxpayer: This is in response to your Apr. 11, 2012, request for information regarding your tax-exempt status. Our records indicate that you were recognized as exempt under section 501(c)(3) of the Internal Revenue Code in a determination letter issued in May 1999. Our records also indicate that you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section(s) 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. Please refer to our website www.irs.goviee for information regarding filing requirements. Specifically, section 6033(j) of the Code provides that failure to file an annual information return for three consecutive years results in revocation of tax-exempt status as of the filing due date of the third return for organizations required to file. We will publish a list of organizations whose tax-exempt status was revoked under section 6033(j) of the Code on our website beginning in early 2011. March 20, 2015 Board of Directors Chair Mrs. Selena Castaneda Becky Lieberman Fort McDowell Yavapai Nation Tribal Council Secretary Immediate Past Chair P.O. Box 17779 Susan M. Wissink Fountain Hills, AZ 85269 Katherine M. Vice-Chair Scardello Dear Mrs. Castaneda, Katherine Treasurer Cecala The Children's Museum of Phoenix greatly appreciates the Fort McDowell Yavapai Nation's past support of our Common Sense Green initiative. In line with your Eileen Secretary Sullivan interest in education and accordance with or mission to engage the minds, muscles and imaginations of children and the grown-ups who care about them, please Brian Campbell consider a $10,000 grant to support a three-day Children's Literacy Festival to Michelle M. Clarke promote the importance of engaging young children in literacy-building activities. Kim Covington Should our request be approved, the main points of contact include Debbie Paine, DonnaEgan Director of Development, Children's Museum of Phoenix, 215 N. 7th Street, Mark Hillard Phoenix, AZ 85034, (602) 648-2743, dpainea,childmusephx.org ; and Amanda Heidi Jannenga Nash, Legislative Analyst, Maricopa County, 301 W. Jefferson, 10 th Floor, Phoenix AZ 85003, (602) 506-4485, nasha001@mail.maricopa.gov . Rick McCartney Eric Meyer While literacy-building activities are located throughout the Museum and Scott L. Mitchell educational sessions encourage parents to read to their children, the Museum proposes to hold a three-day Children's Literacy Festival on November 12, 13 and FarzanaScofield 14, 2015. The Festival supports your funding priority of education, and address Andrea L. Stone Arizona's need for early literacy interventions so that children are ready to enter and Jenny HolsmanTetreault succeed in school. Trustees Emeritus New Directions Institute reports that 90 percent of a child's brain development happens by age 5 — in other words, before they enter school. Children's literacy can Tom Ambrose be 18 months behind by the start of kindergarten. If a child is not reading Sarah Lisa Handley Bodney proficiently by 3rd grade, they are four times more likely to drop out of high school. Terry Hanson Arizona ranks as one of the lowest 10 states in children's reading proficiency Sally Hurwitz (Building Bright Futures: Arizona's Early Childhood Opportunities, 2011). In 2014, Derrick Johnson 23 percent of 3rd grade students in public schools and 16 percent of third grade HildySaizow Gayle Starr students in charter schools did not read at grade level. Arizona's new Move On Josie Young When Reading legislation (ARS-15-701) requires schools to retain 3rd grade students who receive "falls far below" designation on the state reading assessment. Chief Executive Officer It is clear there is an immediate need for additional interventions to promote literacy Kate Wells in Arizona homes. Children's Literacy Festival Description The Children's Literacy Festival will kick off on Thursday, November 12th, with a luncheon featuring a keynote presentation and potential pre- or post- workshop by respected children's book author/and or expert in the field of children's literacy. • All three day's of the Festival the Museum will host Story Time where children's authors read their books to the children and share their thoughts on the joy of reading, writing and learning. Age-appropriate entertainers (band, singers, magicians, etc.) will also engage children in interactive activities that build literacy skills. Literacy stations in the Art Studio and throughout the Museum will include activities such as Creative Corner Bookmarks, Magic Writing Bags and Crazy Clipboards; and information such as a free hi-lingual copy of Read On Arizona's Early Literacy Guide, which provides tips for parents to help improve literacy at home. • The Museum will host 1,000 Early Head Start, Head Start and Title 1 Elementary (K-3rd grade) students to visit the Museum on the 12th and 13th for the Literacy Festival and all of its' activities. The students will also receive a free take-home book to encourage reading at home. On the last day of the Festival, the Museum will host a Literacy EXPO so that community literacy partner experts from the Phoenix Public Library, Expect More Arizona, Read On Arizona, First Things First, Changing Hands Bookstore, and Five Star Publications can interact with our visitors and distribute resource literature. Trained Museum staff will also utilize tools from Arizona Literacy & Learning to provide free literacy screenings for children ages 3 to 5. The screenings measure print knowledge, linguistic awareness, and emergent writing; and provide skill-strengthening activities and referrals if needed. Educators are invited to attend the EXPO for free and will receive a free bag of five books for their classroom. Through these activities we anticipate reaching 3880 individuals comprised of children ages birth to 10, parents, grandparents, and educators. All excess revenue from this event will support the Museum's Every Child Program, which provides 50,000+ free and reduced admissions for families facing financial, emotional or other challenges. We do not have any applications made to other tribes or nations. We have a pending request with Capital Group and will be approaching other corporate and foundation partners to secure sponsorships. Thank you for your consideration of this investment in our children and their future. Sincerely, Kate Wells President and CEO Children's Museum of Phoenix Literacy Festival Budget November 12-14, 2015 Income Corporate and Foundation Sponsorships Presenting Literacy Festival Sponsor $25,000 Book Sponsor $10,000 Expo Sponsor $15,000 Student Sponsor $15,000 Luncheon Sponsor $15,000 Luncheon Ticket Sales 200@ $100 $20,000 $100,000 Expense Luncheon Venue/ Food & Beverage $40pp/200 pp (includes 9% tax and 20% gratuity) $8,000 Keynote Speaker's Honorarium $500 Audio/Visual $2,000 Centerpieces & Door Prizes $750 Printed Literature $500 In-Kind Admission for 1,000 students ($11 each) $11,000 In-Kind Admission for Educators 180@ $11 $1,980 Festival Authors 10 @$200 $2,000 Festival Entertainers 4 @ $350 $1,400 Books for Students 1000 @ $8 $8,000 Bag of Books for Educators (180 educators x 5 books @$8 each) $7,200 Literacy Station Supplies $1,500 Early Literacy Screenings (10:30 am - 3 pm:intervals of 15 minues x 3 days) $3,900 Read on Arizona Early Literacy Guide printing and distributrion Q=3500 @ .50 per guide $1,750 Marketing (posters, fliers, digital advertising, social media) $1,500 Education Staff $4,793 $56,773 Funds Raised support the Museum's Every Child Program $43,227 A reduced and free admissions program providing access to disadvantaged children and families. Reaching 3,880 individuals: 2500 general admission 1,000 students (Early Head Start, Head Start, Title 1 K-3rd Grade) 180 educators 200 luncheon guests Created Monday, February 23, 2015 Page 1 General information General information | Organization Veterans Heritage Project General information | Contact First name Laura General information | Contact Last name Byers General information | Contact e-mail grants@veteransheritage.org General information | Contact phone number 602 421 9419 Address Address | Street P.O. Box 1297 Address | City Carefree Address | State AZ Address | ZIP Code 8 5 3 77 From what tribe is the organization requesting the grant? Fort McDowell Yavapai Nation Total grant amount request $10,000 The Gila River Indian Community offers multi-year awards. If your organization is requesting a multi-year grant for this project or program, enter the amount to be requested each year. Amount Year 1 $10,000 Year 2 $ Year 3 $ Year 4 $ Year 5 $ Page 1 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. O. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: MAR 1 5 21010 26-4572636 DLN: 17053041384030 VETERANS HERITAGE PROJECT Contact Person: C/o BARBARA HATCH I DEL TRIMBLE ID# 31309 4233 E REDFIELD RD Contact Telephone Number: PHOENIX, AZ 85032 (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170 (b) (1) (~~jyi) Form 990 Required: Yes Effective Date of Exemption: March 12, 2009 Contribution Deductibility: Yes Addendum Applies: No Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 50l(c)I(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c) (3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. Please see enclosed Publication 4221-PC, Compliance Guide for 501(c) (3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 947 (DOjCG) -2- VETERANS HERITAGE PROJECT We have sent a copy of this letter to your representative as indicated in your power of attorney. Sincerely, ",., '-'-"~ Robert Choi Director, Exempt Organizations Rulings and Agreements Enclosure: Publication 422l-PC Letter 947 (DOjCG) 1 , I • ." ~------------------------------------------------------------------------ Connecting Students with Veterans March 3, 2015 Mrs. Selena Castaneda Fort McDowell Yavapai Nation Tribal Council Secretary P.O. Box 17779 Fountain Hills, AZ 85269 Dear Mrs. Castaneda, I am pleased to introduce you to Veteran's Heritage Project (VHP). Founded in 2004, and incorporated as a 501 (c)(3) non-profit in 2009, our mission is to connect students with veterans through an oral history and publishing program that develops appreciation for an America they will one day lead. Capturing veterans' stories permanently preserved in the Library of Congress helps veterans heal while preparing young scholars for college and career. Thank you for this opportunity to request $10,000 to support Since You Asked, an enhanced educational program which uses primary sources as a vehicle for teaching and learning, to motivate and inspire students to stay in school, and pursue their future. Should our request be approved, the main points of contact include Laura Byers, Board President, Veterans Heritage Project, P.O. Box 1297, Carefree, AZ 85377, laura@veteransheritage.org/ (602) 421- 9419; and Amanda Nash, Legislative Analyst, Maricopa County, 301 W. Jefferson, 10 th Floor, Phoenix AZ 85003, (602) 506-4485, nasha001@mail.maricopa.gov. Through the Since You Asked program, middle & high school students, in an after-school club format supervised by a Teacher Advisor, interview veterans, research history, and write & publish the veteran's experiences in an annual volume of our hardbound book, Since You Asked, for preservation in the military archives at the Library of Congress. Students participate in civic events, organize a book launch/veteran signing and community event with keynote speaker, and earn a chance for a scholarship. To date, 910 youth have interviewed and published 1,025 veteran stories within 11 volumes of Since You Asked. "(VHP) is by for the top single contributor of veterans' interviews to the Library of Congress in America today. What VHP does is extraordinary." - Col. Robert Patrick, Director, Veterans History Project in the Library of Congress. We are pleased to share that three of your tribe members, Tom Jones, Mark Kline and Frank Martinez, are featured in this year's edition, and will be honored at our April 19, 2015 community event at ASU West. u.s. veterans from all wars, of all races, rank & gender benefit from this opportunity to share their experiences. Oftentimes veterans describe the process as "cathartic" and "healing". There is strong demand for VHP and Since You Asked; growing from 14 to 23 chapters (21 in Arizona, 57% in LMI communities, including five Title I schools) this school year, with calls from interested schools coming in weekly. School chapters are located in Cave Creek, Chino Valley, Cottonwood, Flagstaff, Gilbert, Glendale, Goodyear, Mesa, Maricopa, Oro Valley, Phoenix, Queen Creek, Scottsdale, Show Low, and Tucson. Two additional chapters are in Maryland and Illinois. Veterans Heritage Project. PO Box 1297 • Carefree, AZ 85377 • 602-421-9419 www.veteransheritage.org A 501 (c)(3) non-profit since 2009 Please consider a $10,000 grant to support VHPs efforts to enhance our services within existing school chapters so that we may foster stronger and sustainable relationships, and ensure strategic and responsible growth among additional schools and communities. Our goals are to increase student participation, increase Teacher Advisor supports, and enhance program offerings during our 2015-2016 school year. We will implement a Mentor-Volunteer program and enhance training for Teacher Advisors, and implement an assembly program for History and English classrooms in 10 schools. Funds will be used for software and technology to facilitate the documentation and publishing process; program supplies; training activities; publication costs; and scholarship awards. We anticipate working with up to 25 chapters (300 students, 250 veterans, 45 volunteers), participating in 50+ civic events, transitioning one contributing chapter into a publishing chapter, publishing four editions of the 12th volume of Since You Asked, hosting four student-planned community book events, 100% ofVHP seniors graduating and 90% continuing on to higher education, and $20,000+ in scholarships awarded. Since You Asked supports your funding priority of education. VHP works with Teacher Advisors to ensure linkage to an English, social studies or history curriculum. The program was acknowledged as exceeding Common Core Standards in 2012, received certification by the AZ Department of Education as a Character Education Program in 2013, and builds students' 21st century skills: critical thinking, public speaking, listening, collaboration, and the ability to gather and process information. Through the oral history process students become immersed in one-on-one personal accounts of heroism and service, while learning life-long skills. The project-based learning integrates history, civics, geography, finance, and written & verbal communication skills. The students develop patriotism, civic-minded ness, and respect for service, as they become informed, responsible citizens and future leaders. Since You Asked addresses this generation's need for civics education and the development of 21st skills that will allow them to compete in a global economy. In a nationwide study of basic civic knowledge, only 5% of Americans were competent in economics, 11% in domestic issues, 14% in foreign affairs, 10% in geography, and 25% in history. Our nation's learning shortfall exists alongside a crisis in workplace readiness, with too many students dropping out of school. In 2013, only 75% of Arizona students graduated high school, and only 21% met ACT College Readiness Benchmark Scores. Civic learning holds the potential to reverse these trends. Civic learning builds a positive school climate, which in turn has a positive impact on academic achievement, personal character and keeping students in school. Civic engagement has been found to predict high school graduation and college attendance and success. (Levinson, Meira. 2011. Benefits of Civic Education.) The research findings hold true for our students, with 100% graduating from high school (national average is 66%) and 90% continue on to college or military service (80% is national average). Funding sources for VHP include in-kind contributions of meeting space; individual contributions through workplace giving campaigns, personal solicitations and Board member donations; grants from corporations and foundations; and tax-credit funds raised by student chapters to help offset publication costs. We do not have any applications made to other tribes or nations. We hope to add the Ft. McDowell Yavapai Nation as a partner, so that together we can invest in the success of today's youth and build a stronger future for our community. Thank you for your consideration. Sincerely, ra Byers, Board Chairman Veterans Heritage Project. PO Box 1297 • Carefree, AZ 85377 • 602-421-9419 www.veteransheritage.org A 501 (c)(3) non-profit since 2009 Veteran's Heritage Project Since You Asked Program Budget 2015 based on 23-‐25 chapters Income Corporate/Foundation Support $110,000 Government Grants $25,000 Individual Contributions $52,250 Restricted Chapter Contributions $15,000 $202,250 Expense Salaries Executive Director @ 75% $63,750 Program Director @ 100% $25,000 PT Administrative Support @ 80% $20,000 Professional Services Graphic Artist $1,000 IT Services $10,000 Advisor/Chapter Expenses (# of chapters @$500 ea) $12,500 Scholarships $12,500 Printing Advisor Guidebooks $1,500 Programs, Fliers, Exhibits $1,500 Vista Print Business Cards & Banners $1,300 Book Publishing $16,000 Book Launch/Signing Reception-‐ Main Event (700 to 1000 pp) Venue Cost $2,350 VIP pre-‐reception $300 Food and beverage, including student lunches $1,700 Printed Material (Save the Date, Invitations, Program Printing) $1,100 Postage $250 Banners and signage $1,500 Filming and Photos $1,400 Book Signing Decorations and Veteran Book bags $500 Book Launch/Signing Reception Support @ $1500 x 4 chapters $6,000 Supplies $1,200 Travel/Meetings/Teachers On-‐Site Mentoring, Activities $4,000 Spring Advisor Debriefing $800 Professional Seminars/Webex $1,000 Mileage Reimbursement $1,600 Technology, Equipment & Software Software Licenses $4,000 Cameras, recording $1,500 PCs, Monitors, Printers $1,500 Software, BU Services $1,000 Cloud Licenses $4,000 Video Production $1,500 $202,250 Connecting Students with Veterans As our organization matures from a start-up into a growing non-profit organization, Veteran’s Heritage Project continues to build the staffing, systems, & resources that will ensure the future viability of our mission and positive impact on students and veterans. We have built a strong reputation for delivering a quality program and have established relationships and partnership with many community supporters. • VHP raises funds to support our programming initiatives through individual contributions via workplace giving campaigns, personal solicitations and Board member donations; school tax-credit funds in partnership with our school chapters to help offset publication costs; and through grants from organizations such as the Arizona Humanities Council, Avnet, Arizona Diamondbacks, Arizona Department of Veterans Affairs, Phoenix Suns Charities, Barbara Cohen Foundation, Coyotes Charities, Irwin Family Trust, William L. and Ruth T. Pendleton Memorial Fund, the Kemper and Ethel Marley Foundation, Schwab Charitable Fund, Kiwanis Club of Carefree Benefit Foundation, and Vanguard Charitable Trust. • The Arizona Veterans Hall of Fame Society is a partner to VHP by providing scholarship funds to VHP Students in addition to those we raise on our own. • VHP also partners with Arizona Veterans Hall of Fame Society, Arizona Department of Veterans Services, and Arizona State University to reach into the broader veteran community. Though these relationship VHP students volunteer their time and share impact stories at dozens of local veterans events each year. New initiatives in 2015: The Vets on Radio internet show (vetsonmedia.com) includes a segment from VHP at 10 am every Wednesday in 2015, to promote our mission, programs and events and share our stories with more than 500,000 listeners. VHP will hire our first Executive Director in 2015. This person will help establish a diverse annual giving program, enhance social media, develop special events, and launch planned giving. VHP is already committed to participate in the April 7th Arizona Gives Day, an on- line giving program, and is planning our first special event for the fall, a 100-Holes of Golf event. Page 1 Statement of Financial Position As of December 31, 2014 Dec 31, 14 ASSETS Current Assets Checking/Savings Chase 63,479.77 Total Checking/Savings 63,479.77 Other Current Assets Prepaid Expenses 313.77 Undeposited Funds 5,703.10 Total Other Current Assets 6,016.87 Total Current Assets 69,496.64 TOTAL ASSETS 69,496.64 LIABILITIES & EQUITY Equity Temp. Restricted Net Assets Temp Rest. Caitlin Campbell 5,350.00 Temp resticted Other 600.00 Temp Restricted Shadow Mountain 2,648.92 Total Temp. Restricted Net Assets 8,598.92 Unrestricted Net Assets 47,522.25 Net Income 13,375.47 Total Equity 69,496.64 TOTAL LIABILITIES & EQUITY 69,496.64 Page 1 Statement of Activities January through December 20·14 TOTAL Ordinary Income/Expense Income Caitlin Campbell Scholarship 2,500.00 Direct Public Grants Foundation and Trust Grants 49,000.00 Total Direct Public Grants 49,000.00 Direct Public Support Contributions from Other Charit 9,505.00 Corporate Contributions 6,804.98 Gifts in Kind - Goods 3,792.66 lndivid, Business Contributions 21,266.40 Direct Public Support - Other 550.00 Total Direct Public Support 41,919.04 Other Types of Income Book Collections 11,494.04 Miscellaneous Revenue 364.58 Total Other Types of Income 11,858.62 Total Income 105,277.66 Gross Profit 105,277.66 Expense Mission Delivery Chapter Development Meals 102.05 Chapter Subsidy 3,712.91 Conference, Convention, Meeting 1,357.58 Contracted Serv. Training Tools 14,664.00 Mission Information Services 10,936.33 Noncash Awards and Grants 69.00 Postage, Mailing Service 242.80 Printing and Copying 2,408.75 Reception Bags/supplies - Recpt 209.52 Catering - Recpt 1,444.43 Kids-food @ recpt 256.00 Postage, Mailing Service- Recpt 177.40 Posters - Recpt 1,596.52 Printing - Recpt 1,066.35 Video and Photo 850.00 Total Reception 5,600.22 Scholarships 10,000.00 Shirts 1,601.46 Since you Asked Book Collections 0.00 Book Printing 10,548.46 Book Subsidy 2,188.70 Total Since you Asked 12,737.16 Supplies 1,114.64 Teacher Stipends 5,250.00 Travel and Meetings Mileage 554.19 Travel 1,176.00 Total Travel and Meetings 1,730.19 Total Mission Delivery 71,527.09 Support Services Contract Services Fundraising Fees 10,659.82 Outside Contract Services 7,299.00 Total Contract Service.s 17,958.82 Page 1 Veterans Heritage Project, Statement of Activities January through December 2014 TOTAL Operations Food and Beverage 202.15 Marketing 862.33 Memberships and Dues 13.98 Rent, Parking, Utilities 274.00 Supplies 559.39 Telephone, Telecommunications 111.86 Website 238.45 Total Operations 2,262.16 Other Types of Expenses Insurance - Liability, D and O 154.12 Tota! Other Types of Expenses 154.12 Total Support Services 20,375.10 Total Expense 91,902.19 Net Ordinary Income 13,375.47 Net Income 13,375.47 Page 2 7:13 AM Veterans Heritage Project, 02/18/15 Statement of Cash Flows January through December 2014 Jan - Dec 14 OPERATING ACTIVITIES Net Income 13,375.47 Adjustments to reconcile Net Income to net cash provided by operations: Prepaid Expenses -313.77 Accounts Payable -1,221.85 Net cash provided by Operating Activities 11,839.85 FINANCING ACTIVITIES Temp. Restricted Net Assets -5,436.50 Temp. Restricted Net Assets:Temp Rest. Caitlin Campbell 5,350.00 Temp. Restricted Net Assets:Temp resticted Other 600.00 Temp. Restricted Net Assets:Temp Restricted Shadow M... 2,648.92 Unrestricted Net Assets -3,162.42 Net cash provided by Financing Activities 0.00 Net cash increase for period 11,839.85 Cash at beginning of period 57,343.02 Cash at end of period 69,182.87 Page 1 Mission: Connecting Students with Veterans to motivate and inspire students through an enhanced educational experience that uses real-life stories as a vehicle for teaching and learning. 2014 VHP Impact Report The Veterans Heritage Project (VHP) is pleased to report that with additional immersive educational programs that teach thanks to the support of our generous donors, we were able to civics, history, storytelling, writing, editing, public speaking, significantly expand our outreach and add to the programs we leadership and important skills for college and career. offer students, educators and veterans. Below is a brief recap of a few of the highlights from this year. FOUNDATIONS AND CORPORATIONS AROUND THE COUNTRY ARE SUPPORTING VHP’S MISSION In 2014, the Veterans Heritage Project has received support from a record number of foundations and corporations from around the country including the Kemper Marley Foundation, Arizona Department of Veterans Services, AVNET, the Arizona Diamondbacks, American Express, the Phoenix Suns, the Arizona Coyotes, Carefree Kiwanis, Sanderson Lincoln Westwood High School group with veteran Rob Guyton— in Mesa, Arizona and the National Christian Foundation. Generous donations from Amritam, Pendleton Memorial Fund and the Salt River VHP VETERANS SHARE THEIR REAL LIFE STORIES Project were also key in assisting with VHP’s mission and OF SERVICE TO OUR NATION AT HIGH SCHOOL outreach in 2014. ASSEMBLIES. This year hundreds of students each month listened to veterans at VHP school assemblies across the state, tell of their place in history: Col. Jim Kelsey, Vietnam veteran and Cold War Intelligence officer; Gerry Jones, WWII Marine scout/sniper; David Lucier Vietnam Special Forces medic; Col. Gene Rafanelli, Vietnam, Korea and Europe infantryman; Major General Carl Schneider, USAF Korean and Vietnam pilot; Vernon Squier, WWII, tank division; Frank Lambert, Vietnam Army ranger; Thom Milburn, Dog Handler in Vietnam; Vic Conner, helicopter pilot, Vietnam, and Joe Brett, Vietnam aerial observer. ADVS Director Ted Vogt and VHP Board Advisor Susan Kee, at the Korean Ambassadors of Peace Medal Ceremony Kee hosted for over 600 Arizona Korean War Veterans, celebrated on October 25, 2014. THE START OF OUR 2014-2015 ACADEMIC YEAR PROGRAM SAW OUR NUMBER SOAR! VHP brought on an additional 11 school chapters for a total of 21 Arizona chapters and 2 out of state, with 12 new Teacher-advisors and 35 volunteers who directly served 275 students and over 200 veterans. A cumulative total of 970 Col. Jim Kelsey speaks to a student assembly at Cactus students and 1025 veterans have participated in the program Shadows High School about the fall of the Berlin wall. since its inception. VHP’s reach across the state is expanding Veterans Heritage Project. 501(c)(3) 2014 Year in Review www.VeteransHeritage.org Page | 1 Connecting Students with Veterans Col. Gene Rafanelli and Maj. Gen Carl Schneider speak at VHP assembly VHP student volunteers at the Korean Ambassadors of Peace Medal 2014 PARTICIPANT / VOLUNTEER HOURS Ceremony for AZ Korean War veterans. 2014 KEY ACCOMPLISHMENTS Average Oral History student participant: 56 hours Average Publisher student participant: 300 hours VHP students interviewed their 1,000th Veteran!!! Average Teacher Advisor: 18 hours per student Officially recognized as a Character Education Program Total VHP Mentor Volunteer hours: 5,500 11 new school chapters joined VHP; 2 at Middle Schools! Total VHP Board Member volunteer hours: 2,500 Shadow Mountain High School published their own book Three editions of Vol 10 of SYA were published 175 veterans stories archived in the Library of Congress 210 new veterans stories were written 100% of VHP high school seniors graduated high school 90% of VHP students continue on to college, university or to Service academies $17,000 in scholarships awarded to VHP students DON’T MISS THE 2015 VHP DEBUT OF SINCE YOU ASKED, BOOK 11! The 2015 VHP Book Debut Celebration is scheduled for Sunday, April 19, 2015 at ASU West Campus, Phoenix, Arizona. Former US Surgeon General, Dr. Richard Carmona will be our keynote speaker. Check our website for the latest on this exciting event! Col. Park Shaw and VHP Students at Carefree Veterans Day Celebration 2014-2015 VHP CHAPTER SCHOOLS: WHAT STUDENTS ARE SAYING ABOUT VHP: Cactus Shadows High School, Cave Creek “Writing a veteran’s biography really helped my writing and editing Show Low High School, Show Low skills. I am now a published author!” - Shea Middle School Shea Middle School, Phoenix Shadow Mountain High School, Phoenix “My verbal communication is way better. I feel much more comfortable talking to older people.” - Cactus Shadow High School Ironwood Ridge High School, Oro Valley Chaparral High School, Scottsdale “The most prominent thing we’ve learned is that veterans honestly Mountain Ridge High School, Phoenix wanted to serve the country and are proud of what they did. I am Flagstaff High School, Flagstaff too.” - Chaparral High School Catalina Foothills High School, Tucson 2014 VHP BOOK SIGNING RECEPTIONS, Frederick Community College, Maryland PHOENIX, GLENDALE AND TUCSON, AZ Marquette Catholic High School, Illinois Campo Verde High School, Gilbert In April, VHP hosted three major receptions to celebrate the debut of Canyon Del Oro High School, Oro Valley our 10th volume of Since You Asked, Arizona Veterans Share their Memories. Over 1,400 educators, veterans, students and community Central High School, Phoenix leaders attended. At ASU West in Glendale, Keynote speaker Chino Valley High School, Chino Valley Director Ted Vogt of the Arizona Department of Veterans services Kyrene Akimel A-al Middle School, Phoenix spoke of the importance of bridging the gap between the veteran Mingus Union High School, Cottonwood community and the non-veteran community. In Phoenix, Secretary Queen Creek High School, Queen Creek of State, Ken Bennett, spoke about the importance of honoring our Sequoia Pathway Academy, Maricopa veterans and preserving our American heritage. Sonoran Trails Middle School, Phoenix University High School, Tucson Westwood High School, Mesa Tesseract School, Phoenix Veterans Heritage Project 501 c(3) 2014 Year in Review www.VeteransHeritage.org P a g e | 2 Connecting Students with Veterans 2014 FINANCIAL SUMMARY Veterans Heritage Project’s 2014 income was $100,388 with expense of $91,902. 77% of our expenses were for Mission Delivery and 22% for Supporting Expenses. Please refer to VHP’s 2014 Statement of Activities for further details. Thank you, Laura Byers President and Chairman Laura@VeteransHeritage.org 602-421-9419 Connecting Students with Veterans An Immersive Educational Experience Veterans Heritage Project, PO Box 1297, Carefree, AZ 85377 VeteransHeritage.org | 602-421-9419 https://www.facebook.com/veteransheritageproject twitter.com/VHP_501c3 Veterans Heritage Project 501 c(3) 2014 Year in Review www.VeteransHeritage.org P a g e | 3 Connecting Students with Veterans