Executive Service Corps of Houston 2010 ANNUAL REPORT

Transcription

1 Executive Service Corps of Houston 2010

2 core values We believe that the freedom to form and operate nongovernmental organizations is the bedrock of democracy. The core values of ESCH are: Community services provided by nonprofits are critically important to the quality of life in our society. Efficiently operated nonprofits are able to increase the benefits of philanthropy. Understanding the needs of our community is paramount to our service to the community. Integrity, honesty and transparency are foremost in everything we do. Commitment to quality is central to all our activities. Our volunteer consultants are an invaluable source of knowledge, skills and experience. Diversity of cultures, gender, backgrounds and abilities is a strength that benefits us and our community. Continuous learning is essential to enhance the skills of our consultants and staff. Our volunteer consultants and staff derive a high degree of personal satisfaction and fulfillment through their work. mission To promote best management practices within the nonprofit sector Committed staff and sufficient resources are necessary to ensure the effectiveness of our volunteer consultants. It is essential to balance any need to charge for services with the best interest of our clients. Individualized services are necessary to address the unique needs of our clients. Compassion and understanding are important for building constructive working relationships with clients.

3 Major Accomplishments... Secured funding to purchase Developing Development and train trainers Trained consultants in Financial Fitness program Gave numerous presentations at the national meeting of the Executive Service Corps Affiliate Network Gave an educational session to ExxonMobil Summer Interns during which they designed the basic outline for a new nonprofit including board composition, programming, staffing and budget Added seminars in marketing and development Designed and printed new marketing materials for our signature programs, Financial Fitness for Nonprofit Program, Developing Development, and Executive Leadership Coaching with a grant from the America Marketing Association, Houston Chapter Message from the CHAIRMAN Executive Service Corps of Houston is an organization whose time has come. After twenty-seven years of successful management consultative aid to Texas nonprofits, ESCH has proven that its time-test talent can reliably provide solid service at a most reasonable price. Uniquely, our ESCH consultant continue to offer skilled management mentoring to agencies over many years. In 2010, ESCH emphasized marketing of its many services by acting upon the results of a 2009 survey by a Houston marketing research firm, Marketing Syndicate. The new logo, displayed prominently on the cover and throughout this publication was finalized and a new tagline of helping nonprofits excel was launched in April, American Marketing Association (Houston) helped to prepare promotional materials which included a general brochure regarding ESCH activities, Executive Director Coaching Program and Financial Fitness program brochures. With consultant input, ESCH completed a cohesive promotion plan for its projects and seminars. ESCH adopted a new program, Developing Development, purchased through our friends at Executive Service Corps of Southern California, and funded through The Fondren Foundation. This important program was set for trajectory in early 2011 by then-executive Director Dr. Jane Harding. CLIENT FEES: Through an arduous and much-debated evolutionary process, ESCH s 2010 project successes included its first full year of charging for projects which earned approximately $17,000 or nearly 9% of the agency s total income. ESCH s other successes include: Provided the two more successful Marathon Seminar day-long sessions to local charities. Finalized a Getting Down to Business program with support of Capital One Bank Expanded fifth year of collaboration with University of Houston C.T. Bauer College of Business for senior-level student management information systems projects for local nonprofits. Hired a part-time Development Director, Jennifer Hansen, for one half year. Committed to Nonprofit Management Excellence We don t fund nonprofits... we make their funding go further by helping to solve those problems that hinder their productivity and impede their capacity to serve the public We help them to more efficiently carry out their missions. ESCH s Board of Trustees became more involved in development by persuading funders and joining the Greater Houston Partnership to access business community and policies. Partnership with ExxonMobil resulted in ESCH s continuing sponsored internship. The internship resulted in client interviews via YouTube videos that capture succinctly from nonprofit leaders the good work accomplished by our organization. After five years as Executive Director of Executive Service Corps of Houston, Dr. Jane Harding retired her position to spend more time with family. Generously, she will retain her position as an ESCH consultant and on the board of ESC Affiliate Network. In December, a new Executive Director, Sally Tyler, CFRE, was hired to help continue and improve marketing and outreach efforts begun through the previous administration and to assist stabilization of funding for the organization. The aggressive five-year strategic plan to double the client base and increase organizational capacity begun under the leadership of Dr. Harding ran into strong headwinds from the start. It will be reviewed and reassessed with the changes of the Houston economy in mind. According to the Rice University Kinder Institute for Urban Research, Harris County residents have become somewhat more upbeat in their personal economic anxieties, but they remain pessimistic about the long-term economic prospects. Despite their economic anxieties, area residents perceive an improving quality of life in the region, and they are increasingly upbeat about the Houston area as a place to live. In order to prosper in the high-technology, knowledge-based, global economy of the twenty-first century, Houston will need to nurture a far more educated workforce and fashion policies that can reduce the growing inequalities and prevent the rise of a new urban underclass. Executive Service Corps of Houston stands ready to meet the challenges of the future with its consultants solid experience and expertise. Out time is now to emerge as leaders of this most important and needed mission-driven industry that will help shape Houston s true quality of life. 4 5

4 OUR SERVICES OUR CLIENTS The Project Coordination Committee assesses service requests and assigns consultants. Highlights: 81 organizations serviced with 98 projects 24 Management Information Systems projects conducted by collaboratively with the University of Houston, Bauer College of Business 6 Board Development, 1 Board Retreat, 1Board Service, and 1 Leadership Development projects provided The Training Committee schedules seminars and develops new presentations. Highlights: 37 seminars provided including 4 webinars were offered 347 attendees representing # organizations 2 sessions hosted by Marathon Oil Company ESCH- Organizational Assessment Services help nonprofits focus on what is most important for their missions Each consulting project began with an organizational assessment that helped the nonprofit and the consultant determine organizational strengths and weaknesses and priorities to address. We are grateful to who again chose to be the named sponsor for these services. Executive Leadership Coaching helps executive directors focus on needed leadership skills ESCH continued its coaching program for executive directors. The model is a combination of a strengths-based approach and the emotional intelligence model. Consultants trained as coaches help executive directors during a six-month cycle of weekly and bi-weekly face-to-face coaching. Outcomes were highly positive, with all coachees reporting progress in every leadership skill chosen for coaching. Clients overwhelmingly endorse the program. ESCH-ConocoPhillips Educational Management Seminars help nonprofits focus on a variety of capacity-building issues Seminars and webinars on 33 different management and capacity-building topics were offered. Feedback from attendees was highly positive. ESCH received an average of 4.4 on a 5- point scale regarding the usefulness of the information. We are grateful to ConocoPhillips for choosing to be the named sponsor for this service. Financial Fitness for Nonprofit Programs Financial Fitness for Nonprofits (FFNP) consists of a series of components to help board members and staff understand their fiduciary responsibilities, establish sound fiscal management and develop effective budgeting methods. FFNP will be provided by financial experts, who volunteer their services for ESCH. What are the results? Strong board oversight and staff operations providing these benefits: Confidence in making fiscally sound decisions, improved risk management, concise financial communications, better budgeting, forecasting and reporting, increased accountability and efficiency. Development underwritten by The Fondren Foundation Reductions in foundation and donor support. Increased demand for services. Programs and staff stretched thin. Your nonprofit needs more than short-term or piecemeal fundraising band-aids. Invest in a proven program that leads to sustainable success. DDP provides your organization with the expert training and individualized coaching that will help your fundraising grow and thrive. A successful funds development team includes board members, staff and community volunteers who are passionate, energized, and ready to execute the game plan. Everybody needs to be aware of their purpose and what their job is. The Developing Development process will equip your organization with the tools to craft an effective fundraising plan and the motivated team to implement it. Edward C. Benyon, Vice President of Development, Planned Parenthood Our Clients are staying focused on their missions Organizations participating in management consultation projects represented a diverse spectrum of nonprofits. Human Services 22% Healthcare 24% AABY Foundation Africa Cancer Care Inc (ACCI) Alliance of Community Assistance Ministries of Greater Houston (ACAM) Alzheimer s Association Houston & Southeast Texas Chapter Amazing Place Angela s House Assistance League of the Bay Area BOUNCE Program Buffalo Soldiers National Museum CanZion Institute of Music Care Net Pregnancy Center of Northwest Houston The Children s Museum of Houston Chimp Haven, Inc. Christus Foundation for Healthcare City of Houston City of Houston, Health Department Communities in Schools - Bay Area, Inc. Community Pregnancy Center of Pasadena Connecting Families Conrad Johnson Music & Fine Arts Foundation Cornerstone Family Ministries Dancepatheatre ESCAN Family Promise of Montgomery County Family To Family Network FBC Heritage Unlimited Friendship Center (MCCOA), The Galveston Bay Foundation Getting on the Right Track Goodbye Hunger Ministries Green Team America Harmony House Hashoo Foundation, USA (fka HOAP) Holocaust Museum Houston Hope After the Journey Hope Foundation Houston Arboretum & Nature Center Houston Galveston Institute Houston Maritime Museum Houston Media Source Houston-Galveston Psychoanalytic Institute Immanuel Educational Services (IES) International Mind Brain Education Society Ivy Educational & Charitable Foundation of Houston Jehovah s Promise Keep Pearland Beautiful KSBJ Educational Foundation 89.3 FM Lee Next Step Fund LIFE Houston Life Support Development Ministry Local Initiatives Support Corporation LynneSong Ministries Magnificat House, Inc. MECA (Multicultural Education and Counseling Through the Arts) Community Dev 11% Arts & Humanities 7% Environment 4% Children & Youth 19% Education 13% Mentors of Hope Minority Chamber of Commerce Montgomery County Homeless Coalition My Brother s Keeper Outreach Center National Center for Macromolecular Imaging/BCM Nature Discovery Center Network of Opportunities Abound Here ( NOAH ) New Beginnings Youth Ranch Northern Brazoria County Education Alliance P.E.E.R.S. PALS, Inc. Pacifica Foundation (KPFT Radio) PAIR - Partnership for the Advancement & Immersion of Refugees Pines Montessori School Positive Perspective Mentors & Educational Services Remember When Kids Where Kids! Ridgemont Early Childhood Center Santa Maria Hostel Sunshine Network Texas City Day Nursery / The Learning Place Texas Holocaust and Genocide Commission The Westview School Urban Outreach, Inc. Vita-Living, Inc. Weather Research Center, Inc WorldTEAM (World Trade Expo & Market) Park ESCH serves organizations that have 501(c)(3), (4) or (6) status, educational organizations and government entities. 6 7

5 EXAMPLES OF CAPACITY BUILDING PROJECTS: Clients strengthen capacity while keeping a focus on their missions BUILDING SUSTAINABILITY BUILDING EFFICIENCY AGENCY: Next Step Fund MISSION: To put more students on track to the next step towards higher education. Next Step Fund works to connect low-income, at-risk youth to life-changing college- and career-preparatory learning experiences beyond the traditional high school classroom PROBLEM: Needed a business plan RESOLUTION: ESCH advisors, Hugh Williams, worked closely with the founder and leadership to guide the organization led by a plan of action and marketable metrics, that have helped evolve from one to two successful site schools. AGENCY: KSBJ MISSION: Christ-centered, non-profit, listener-supported radio ministry PROBLEM: Needed infrastructure and realignment of duties RESOLUTION: Much has been achieved with ESCH team s presence and assistance which enabled them to achieve results much more efficiently and competently. ESCH assisted organizational realignment and the improvement in cross-departmental decision making processes. AGENCY: Buffalo Soldiers National Museum AGENCY: The Amazing Place MISSION: To provide fellowship, memory care and wellness for adults with mild to moderate memory loss and support to their families and the community. PROBLEM: Over a period several years between , ESCH consultants worked with leadership to change name and improve recognition, create a strategic plan and launch a capital campaign. RESOLUTION: In 2007, with continuing guidance from ESCH, Amazing Place Board of Directors launched a Building for Generations Campaign to raise $7.2 million to build a new facility, establish an endowment, and provide a scholarship fund. At the agency s request, ESCH consultants continue to mentor and advise this successful nonprofit. What Our Clients Say: Thank you from the bottom of our hearts for dedicating your time, expertise, and suggesting the wonderful seminar that you all provided. The board retreat that was held at your office provided insight and clarity...and will definitely assist us in laying a foundation for the continued growth and sustainability of the center. We have certainly been fortunate and privileged to be a recipient of the prompt and quality services of ESCH. Mission: The primary objectives of the Buffalo Soldiers National Museum and Heritage Center are to preserve, promote and perpetuate the history, tradition and outstanding contributions of the Buffalo Soldiers toward the development and defense of the United States of America. The mission and goals are to interpret, articulate, collect, display and preserve historical artifacts, documents, videos, prints and other historical memorabilia which details the history of the brave men and women who overcame extreme adversity while gallantly fighting the great American wars. PROBLEM: The Museum needed a cohesive marketing plan that would promote and communicate the contribution of African-American soldiers in the defense the U.S., while growing visitation and membership over a multi-year period. The museum was founded in 2000 and has over 40,000 visitors per year and a member base of 350. They are currently rehabilitating the Houston Light Guard Armory building near the Museum District which will enable display of significantly more artifacts than in their current facility. RESOLUTION: ESCH recommended specific goals and action items to achieve the objective of the plan: To increase mind share of BSNM with local, national and international visitors, fundraising sources and donors, educational institutions, military organizations, government influences and media outlets. Create a strong museum brand by implement an ongoing media relations campaign through coverage in visitors guides, newspapers, broadcast media and military publications. Exploit opportunities available through social media (i.e. Facebook, Twitter, etc.) and links to the BSNM web site. To organize a memorable Grand Opening of the Armory facility. To develop and maintain a strong membership base of at least 1,000 total paid memberships by December Grow memberships by 10% each year thereafter. 8 9

6 OUR CONSULTANTS OUR CONSULTANTS Our Consultants help nonprofits stay focused on their missions Pete Berkowitz Robert McDaniel Chris Poon Ambrose Akpotaire William Bobo William Bobo Executive Director Information Technology Consultant Houston Business Roundtable JP Morgan Chase Carol Brownstein Donna Alexander Staff Development Supervisor Principal DGA Healthcare Consulting DePelchin Children s Center Clark Brumbaugh Business/Marketing Director Univation Technologies Frank Allen Frank Global Allen Information Tech Manager Judy Arfa CPA Jack Bennett Marketing Analyst The Haliburton Company Edward Benyon Vice President of Development Frank Allen Planned Parenthood of Houston and Southeast Texas Pete Berkowitz Pete Berkowitz Founder and CEO GE Continental Controls Pete William Berkowitz Bobo Phuong Bui Accountant/Revenue Tax ExxonMobil Noel Byrne Executive VP & Manager Public Finance Division Frost Bank Sallie Diederich Accountant/CPA Self Proprietorship Bryan Dougherty ESCH Consultant Bryan Evans Vice President of Professional Services Syntex Management Systems Arquella Hargrove Human Resource Manager Settlement Facility Dow Corning Trust Robert Harris Career Transition Coach Impact Group-HR Consulting Burton Hering, D.Eng. V.P. Engineering & Construction Burton Amoco Hering, Power D.Eng. Resources Corp. Racquel Cleveland Human Resources Randstad Diana Fleming Diana Fleming Executive Director T.D. Howe III Brazoria County Youth Services Will G. Dickey, J.D., MSW T.D. Howe III President T.D. Howe & Associates Margaret Granger President Grancore, Inc. William Irwin Management Consultant William Irwin William P. Irwin & Co. Lilian Iyahen Branch Manager JP Morgan Chase Ralph Joffrion VP & Business Manager DSM Copolymer Marvin Kiel Sr. Staff/Reservoir Eng. Albert Krafcheck Managing Director UHY Advisors LLC Howard Kusnetz Manager Safety & Indstrial Hygeine Joseph Landry Senior Architect of Computing Services Exxon Corporation Helen Leeke Helen Leeke Vice President Helen Leeke P2 Energy Solutions James Hughes Corporate Insurance ConocoPhillips T.D. Howe III Andrew Icken Deputy Director City of Houston Public Works Engineer Paul Cuneo CIO - Information Technology Cathryn Gabor T.D. Howe III Shell Oil Products Company Partner Irvin Levine Ingenuity Search Partners LLC William Will G. Dickey, J.D., MSW Elmer Irwin Milz Irvin Levine Irvin Levine Attorney Harold Goodearle Independent Consultant Law Office of Senior Consultant-Mgmt Aveca, Inc. Will G. Dickey, P.L.L.C. Anadarko William Irwin Diana Fleming Diana Fleming Lisa Gertsch One thing I know: The only ones among you who will be really happy are those who will have sought and found how to serve. Lisa Gertsch Albert Schweitzer It is one of the beautiful compensations of this life that no one can sincerely try to help another without helping himself. Ralph Waldo Emerson Paul Lotts Human Resources Manager William Madison Sr. V.P. Worldwide Production Marathon Oil Company Rajmonhan Mashruwala Director, Corporate Strategic Planning Lyondell Chemical Company Ivan Mayers Marketing Strategy Manager ExxonMobil Fuels Marketing Co. Thomas McIntosh Thomas McIntosh President/CEO Enterra Corporation Chris Poon William E. Mearse Resources Quality Managing Director Accenture Robert McDaniel Elmer Milz Manager Research Development Shell Development Company Edward Morrett Mayte Mitre-Tunison ESCH Consultant Thomas McIntosh Inez Moriarty President Moriarty Marketing Group Milt Rose Chris Poon Robert McDaniel City Manager Edward Morrett City of Friendswood, TX President Robert McDaniel Morrett Marketing Int l. Francis McGrath Manager Business Edward Morrett Karen Oganowski Development Business Process Manager General Electric Robert Swank Chris Poon Milt Rose Owner Internal Audit Manager RJS Architects ExxonMobil Jeffrey Radzwill Director of International Tax Hewlitt-Packard Company John Ranney Manufacturing Manager Compaq Computer Corp John Reed, Jr. Partner PriceWaterhouseCoopers Roger Rolke, PhD. Director of Engineering James Root Consultant of Production/ Mktg Root & Assoc, LLC Ronald Swofford Milton Rose President SEACOR Marine, Inc. Milt Rose Edward Rostron Sr. Staff Mgr./VP US Operations IBM Evgenia Rozenfeld ESCH Consultant PriceWaterHouseCooper Russia Mark Russell First VP of Wealth Management MorganStanley SmithBarney George Saltsman Quality Manager of Lubricants ExxonMobil Katarina Sowerby ESCH Consultant Bill Sutton Network Administrator Getronics/Northrop-Grumman Ronald Swofford Ronald Swofford Sr. VP Saudi PetroChem Shell Oil Darryl Taylor Proj. Mgr, Simple Storefronts Hewlett Packard David Teall Consultant/Human Resources Richard Tennille Senior Consultant Conoco Adenike Tokan-Lawal Reservoir Engineering Consultant Mariner Energy Stephen Utterback Manager of Private Banking Northern Trust John Wagner, Jr. Manager Technical Services Equilon Enterprises, LLC Welcome to Consultants who Ronald joined Swofford ESCH January December, 2011 Catherine Del Paggio Lisa Gertsch Rachel McLean Vernon Whitney Staff Geophysicist Hugh Williams Senior Vice President Coastal Refining The Consultant Relations Committee reviews applications, interviews and chooses new consultants, and arranges for consultant-appreciation events Highlights: 20 new consultants recruited; 3 inactive consultants became active again Over 65% were working on projects at any one time Thomas McIntosh

7 OUR DONORS LEADERSHIP Our Donors help our nonprofit clients expand their mission reach The Executive Service Corps of Houston depends on the generosity of our donors to support its services. This solid financial foundation enables ESCH to continue helping nonprofits to achieve sustainability and management efficiency. We are grateful for the service opportunities that these contributors have made possible. ESCH is honored to acknowledge the generous support of the following: $20,000 or more ConocoPhillips Company $15,000-19,999 The Boeing Company Houston Endowment Inc. Foundation Joyce Backhaus $10,000-14,999 Albert and Ethel Herzstein Charitable Foundation Chevron Corporation ExxonMobil Corporation Wells Fargo The Wortham Foundation, Inc. $5,000-9,999 The Wortham Foundation Chevron ExxonMobil Foundation, Inc. Marathon Oil Corporation Wells Fargo $2,000-4,999 Bank of America BP Burton Hering, D.Eng. Ronald Swofford Paul Cuneo William Mearse Noel Byrne Roger Rolke, Ph.D. John Reed, Jr. William P. Irwin, Ph.D. Richard Tennille $1,000-1,999 Ray C. Fish Foundation Roy Adams Dan Bender Will G. Dickey, J.D., MSW Elmer Milz Karen Palfreyman Mark Russell David Teall $ Donna Alexander Celestine Allums David Baird Pete N. Berkowitz Ken Bond Robert Brand Carol Brownstein Stevelyn Buenger Sherry Cobb Sallie Diederich Cathryn Gabor Tom Glozer GoodSearch Jennifer Hansen Jane Harding, Ph.D. Houston Golf Association T.D. Howe, III John Hudson Andrew Icken Albert Krafcheck Linden Lauve Irvin Levine Greg Linthicum Paul Lotts Walter Madden William Madison Raj Mashruwala Thomas McIntosh D. Gayle McNutt Edward Morrett Randall s Food Markets, Inc. John Ranney John Reed, Jr. Virginia Y. Reper Milton Rose Evgenia Rozenfeld Mark Russell Texas Nonprofit Management Assistance Network Nicole Thevenet John Treanor Caroline Trusty Morton Voller John Wagner, Jr. Hugh Williams sponsors ESCH s Organizational Assessment Services, helping over 100 nonprofits assess their full organizations or parts of their organizations. Assessments are used as a starting point for discussion regarding the current capacity of a nonprofit and identifying areas for improvement. Pre-post analysis using the assessment tool shows that ESCH s consultation services are making a positive difference in nonprofit capacity. ConocoPhillips sponsors for ESCH s Educational Management Excellence Seminars. They supported 37 seminars reaching 347 nonprofits in our community. Our Board of Trustees keeps ESCH focused on its mission Board of Trustees (as of July 1, 2010) Burton Hering, D.Eng. Chair Vice President, Engineering & Construction (Ret) Amoco Power Resources Corp Paul Cuneo Secretary CIO- Information Technology Shell Oil Products Company Karen Palfreyman Treasurer Corporate Comptroller Davidson Texas Inc Jane T. Harding, Ph.D. Ex-officio Executive Director ESCH Advisor David L. Baird, Jr. Public Affairs Manager ExxonMobil P.N. Berkowitz President & CEO GE Continental Controls, Inc Noel M. Byrne Executive Vice President and Manager of the Frost Public Finance Division Frost Bank Will G. Dickey, J.D., MSW Attorney Law Office of Will G. Dickey, PLLC Andrew F. Icken Deputy Director Planning and Development Services City of Houston William E. Mearse Resources Quality Managing Director Accenture Inez Moriarty President Moriarty Marketing Group John H. Reed, Jr. Partner PriceWaterhouse, L.L.P Roger W. Rolke, Ph.D. Director Engineering Mark Russell First Vice President of Wealth Management Morgan Stanley Smith Barney Nothing great is created suddenly, any more than a bunch of grapes or a fig. If you tell me that you desire a fig, I answer you that there must be time. Let first blossom, then bear fruit, then ripen. Staff (2010) Jennifer Hansen Director of Development Jane T. Harding, Ph.D. Executive Director Yeiry Guevara Office Manager Staff (2011) Sally J. Tyler, CFRE Executive Director --Epictetus Yeiry Guevara/Alisa Ortiz Office Manager/Development Associate Lisa Gertsch Accountant 12 13

8 FINANCIAL INFORMATION CONDENSED FINANCIAL STATEMENTS (Unaudited) 1 For the year ended December 31, 2010 CONDENSED FINANCIAL STATEMENTS (Unaudited) For the year ended December 31, 2010 Statement of Financial Condition Statement of Activities Assets Support and Revenue Current Assets Cash and cash equivalents $ 37,214 Corporate $ 81,321 Uncontitional promises to give 17,250 Foundation 55,550 Grants and other receivables 2,175 Individuals 41,505 Prepaid expenses 2,642 Program service revenue 17,882 Total Current Assets 59, ,258 Office furnishings and equipment, net 1,054 Net investment income 3,437 ESCH endowment fund² 67,725 Other assets 1,426 Value of donated consultant time 1,005,120 ¹ Total Assets $ 129,486 Total Support, Revenue, and Donated Consultant Time 1,204,815 Dr. Burt Hering congratulates Will Irwin Jane Harding and Burt Hering ESCH consultants provide one-on-one project service for dozens of nonprofits throughout the year. An annual Spring Appreciation Luncheon held on April 22 at the Junior League Tearoom brought out many clients, supporters, both old and new, to appreciate their dedicated service work. The 2010 Honorees were: President s Call to Service Award (4000+ volunteer hours) Will Irwin ESCH Service Award (1,000+ volunteer hours) Ivan Mayers Presidential Service Awards Bronze Level ( volunteer hours) Carol Brownstein Jaswant Gill William Himes William Irwin Paul Lotts Francis McGrath Thomas McIntosh Elmer Milz John Ranney Liabilities and Net Assets Expenses Current liabilities 5,606 Program related 150,087 Total Current Liabilities 5,606 Adminnistrative 32,519 Fundraising 32,226 Transfer to temporarily restricted net assets 300 Net Assets 215,132 Unrestricted 28,905 Value of consultant services delivered 1,005,120 ¹ Temporarily restricted 94,975 Total Expenses and Volunteer Total Net Assets 123,880 Services Delivered 1,220,252 Total Liabilities and Net Assets $ 129,486 Decrease in Net Assets $ (15,437) Roger Rolke, Ph.D. David Teall John Wagner, Jr. Hugh Williams Silver Level ( volunteer hours) Pete Berkowitz Paul Cuneo Inez Moriarty Karen Palfreyman Ronald Swofford ¹ Professional Value: 6,282 $160/hour Gold Level (500+ volunteer hours) Burt Hering, D.Eng. We recognize and thank them for their generous service and gifts of talent and time. Back: Hugh Williams, John Reed, Burt Hering Front: Paul Cuneo, Pete Berkowitz, Inez Moriarty, Jane Harding Carol Brownstein, Paul Lotts, Jas Gill, John Ranney, Hugh Williams, Elmer Milz, Dave Teall, Will Irwin, Roger Rolke 14 15

9 2630 Fountain View Drive, Suite 428 Houston, Texas Phone: Fax: Website: Printing is underwritten by Marathon Oil Corporation. ESCH gratefully acknowledges Marathon s ongoing support.