Snowmass Village Rotary Multi-Year Financial Summary

Slide Note

Snowmass Village Rotary is a charitable foundation that organizes fundraising events like the Wine Festival, Wine Dinner, and Grand Tasting to support various community charities, service projects, sponsorships, and international and vocational charities. The organization also allocates funds to endowment, general, and administrative expenses. Through distribution allocation, the foundation supports community non-profits and conservation programs, with detailed financial breakdowns provided for each fiscal year.

grik961 Follow

Uploaded on Sep 25, 2024 | 0 Views

Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

E N D

Presentation Transcript

SNOWMASS VILLAGE ROTARY Multi-Year Financial Summary May 23, 2017

CHARITABLE FOUNDATION Fundraising (Revenue) * Grants (Expenses) o Wine Festival Wine Dinner Grand Tasting o Community Charities o Community Service Projects o Sponsorships Good for annual recognition for all Rotary events and publications o International Charities o Vocational Charities - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - o General & Administrative o Endowment Interest Future interest income once corpus goal is met o Endowment Fund * All money raised in the prior year is distributed in the subsequent year.

WINE WEEKEND TOTALS Nearly $100K to Distribute in FY17- 18 2015 Event Details Dinner Grand Tasting Sponsors Gross Profit Expenses Net Profit Dollars $25,430 $66,158 $36,385 $127,973 ($40,233) $87,740 2016 Event Details Dinner Grand Tasting Sponsors Gross Profit Expenses Net Profit Dollars $24,670 $79,143 $37,445 $141,258 ($42,208) $99,050

DISTRIBUTION ALLOCATION $100,000 $90,000 FY 14 FY 15 FY 16 FY 17 FY 18 $80,000 $70,000 $60,000 43% 43% Community 47% 52% 43% $50,000 $40,000 $30,000 25% 25% Vocational 17% 18% 25% $20,000 $10,000 $0 Endowment / G&A $7,150 $5,550 $3,960 $6,162 $6,930 25% 25% International 19% 22% 25% Community Vocational International Total FY 13-14 Actuals FY 14-15 Actuals FY 15-16 Actuals FY 16-17 Budget FY 17-18 Prelim. $19,390 $29,560 $35,075 $37,852 $42,570 $7,140 $9,880 $20,765 $22,007 $24,750 $7,950 $13,500 $18,950 $22,007 $24,750 $41,630 $58,490 $78,749 $88,027 $99,000 Endowment / G&A 7% 7% 17% 8% 7%

COMMUNITY NON-PROFITS Support Programs FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Alpine Legal Services $0 $500 $1,000 $1,500 Aspen Hope Center $0 $500 $1,000 $2,750 Bridging Bionics $0 $0 $1,500 $2,100 Challenge Aspen $2,000 $3,700 $5,000 $5,000 Christmas Wish $2,500 $1,000 $3,000 $3,500 Hospice of the Valley $2,000 $3,000 $4,000 $1,000 Response $1,000 $1,250 $0 $0 Valley Partnership for Drug Prevention $1,000 $2,500 $0 $0 Windwalkers $500 $1,900 $2,025 $3,000 Annual Total $9,000 $14,350 $17.525 $18,850 Conservation Programs FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Roaring Fork Outdoor Volunteers $0 $1,000 $1,750 $1,500 Roaring Fork Conservancy $1,000 $500 $500 $1,000 Annual Total $1,000 $1,500 $2,250 $2,500

COMMUNITY NON-PROFITS Youth Programs FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Aspen Youth Center $1,000 $2,000 $2,500 $2,500 Buddy Program $0 $0 $500 $1,000 Junior Achievement $0 $1,000 $1,500 $1,500 Little Red Schoolhouse $2,000 $3,700 $2,000 $2,500 Project 18 $1,000 $2,500 $3,000 $3,500 Waldorf School $0 $0 $500 $0 Youth Entity $0 $0 $0 $2,000 Youth Zone $0 $1,500 $2,000 $2,000 Annual Total $4,000 $10,700 $12,000 $15,000 Arts Programs FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Art Base $0 $0 $0 $1,500 Carbondale Clay Center $0 $500 $500 $0 Annual Total $0 $500 $500 $1,500

PROJECTS & VOCATIONAL Community Service FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Fourth of July $350 $0 $0 $0 SMV Town Clean-Up $250 $250 $0 $0 Thanksgiving Potluck $3,260 $2,360 $2,300 $2,200 Trail Improvements $1,530 $0 $0 $0 Adjustments $0 ($100) $0 $0 Annual Total $5,390 $2,510 $2,300 $2,200 Vocational FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Basalt High School Scholarships $4,500 $4,500 $15,000 TBD 3rd Grade Dictionary Project $2,640 $2,380 $2,640 $2,500 Basalt Middle School $0 $0 $2,000 TBD Rotary Youth Leadership Award $0 $0 $1,125 TBD Annual Total $7,140 $6,880 $20,765 TBD

INTERNATIONAL International FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 Blink Now $1,500 $2,000 $3,000 TBD Borjan Children s Fund $2,450 $2,000 $3,500 TBD Eliminate Poverty NOW $0 $0 1,500 TBD Future Farmers (Matching Grant) $1,000 $0 $0 TBD Co-op for Education (Guatemala Literacy) $1,000 $3,000 $2,000 $840 Haiti Nursing Foundation $1,000 $2,000 $2,500 TBD Polio Plus (Matching Grant) $0 $0 $1,450 TBD Vanuatu Relief Fund $0 $2,500 $3,000 TBD Work Bicycle Relief $1,000 $2,000 $2,000 TBD Annual Total $7,950 $13,500 $18,950 TBD