Helen K. & Arthur E. Johnson Foundation. Annual Report 2013

Transcription

1 Helen K. & Arthur E. Johnson Foundation Annual Report 2013

2 2014 TRUSTEES AND OFFICERS FOUNDERS Helen K. Johnson Arthur E. Johnson BOARD OF TRUSTEES Lynn H. Campion, Chairman Ashley C. Campion, Vice Chairman and Treasurer Berit K. Campion, Vice Chairman and Secretary Thomas B. Campion, Jr. Richard G. Wohlgenant John H. Alexander, Jr., President and Assistant Treasurer Trustees Emeriti Charles R. Hazelrigg Stanley D. Neeleman Ronald L. Lehr Thomas A. Fitzgerald Franklin K. Southworth FOUNDATION STAFF John H. Alexander, Jr., President and Assistant Treasurer Jacque Beaty, Finance Officer Suzanne Bruce, Vice President and Program Officer FOUNDATION OFFICE 1700 Broadway, Suite 1100 Denver, Colorado Phone: (303) (Colorado only) Fax: (303) Website: Office Hours: 8:30 a.m. to 4:30 p.m. Monday through Friday

3 GENERAL INFORMATION The Helen K. and Arthur E. Johnson Foundation (Foundation) is a nonprofit, private foundation that was incorporated in the State of Colorado in The Foundation directs its philanthropic resources primarily to tax-exempt Colorado, Idaho and Oregon organizations that: Relieve suffering Meet basic human needs Promote self-sufficiency Enrich the quality of life. The Foundation seeks to meet peoples' needs regardless of sex, age, race or religion. The Foundation makes grants primarily to Colorado, Idaho and Oregon organizations. Thus, regional or national programs rarely qualify for consideration. The Foundation receives far more requests than it can support. Nevertheless, all requests will be considered and acknowledged. Reapplications are permitted only after a twelve-month waiting period. Generally, the Foundation limits its grant making so that it does not: make loans or fund endowments fund individuals fund conferences or give scholarships to individuals make multiple-year grants or award grants more frequently than once in any twelve- month period support fundraising dinners or special events The Foundation does not support organizations whose primary purpose is to influence (directly or indirectly) the legislative process in any manner or for any cause. In addition, the Foundation will not consider grant requests that pass through the nominal grant recipient to another organization.

4 CONSIDERATIONS IN GRANT MAKING The Johnson Foundation considers each grant application carefully. In evaluating requests, the Foundation values the following in organizations: Client-focused and results-oriented High quality services Innovation Leadership in the field Demonstration of best practices Efficient use of resources including minimizing administrative costs Collaboration with other organizations Commitment to public dissemination of results and outcomes Directors or Trustees all of whom regularly contribute to the organization The Foundation also expects applicant organizations to: Identify real problems/needs in the community consistent with Foundation mission and values Evaluate opportunities for change in the nature and delivery of their services Design, develop and deliver measurable and manageable solutions Address causes rather than symptoms Create leverage Be sustainable Demonstrate the potential for replication of the project The Foundation only makes capital grants in exceptional and compelling circumstances. Capital grant applications should meet the following requirements: Be essential for continuing the operating effectiveness of the organization Have a positive cost-benefit analysis Be energy efficient and sustainable Evidence consideration for the funding of future maintenance Address a compelling need (i.e. program expansion) for the new facility beyond just trading up Be consistent with the Foundation s mission statement and areas of interest Have in place a funding plan for completion of the project before construction begins Show the new facility will be used intensively Be a recognized leader in its field

5 2013 GRANTS SUMMARY Number Percent of of Grants Amount Grant Dollars Community and Social Services 125 $2,757, % Education 46 1,312, % Youth 48 1,160, % Health , % Civic and Culture , % Seniors 8 162, % 264 $6,225, *Does not include employee matching gifts

6 2013 GRANTS Organization Name Advocate Safehouse Project Glenwood Springs, CO Advocates for Survivors of Domestic Violence Hailey, ID American Indian College Fund American Lung Association Greenwood Village, CO American Red Cross Mile High Chapter American Red Cross Mile High Chapter American Red Cross Central & Western Oklahoma Oklahoma City, OK The Anchor Center for Blind Children Animal Shelter of Wood River Valley Hailey, ID Animal Shelter of Wood River Valley Hailey, ID Arrupe Jesuit High School Artreach Assistance League of Colorado Springs Colorado Springs, CO Assistance League of Denver Johnson Scholars Program Champ Camp Disaster Services Colorado Disaster & Wildfire Relief Tornado Disaster Relief Idaho Fires Emergency Disaster Relief Corporate Work Study Program Arts Express Operation School Bell Operation School Bell

7 Assistance League of Pueblo Pueblo, CO Bayaud Enterprises, Bennie E. Goodwin After School Academic Program Aurora, CO Big Brothers Big Sisters of Colorado Big Brothers Big Sisters of Southwest Colorado Durango, CO Black Canyon Boys and Girls Club Montrose, CO Blaine County Hunger Coalition Bellevue, ID Boulder Shelter for the Homeless Boulder, CO Boys & Girls Clubs of Chaffee County Salida, CO Boys & Girls Club of La Plata County Durango, CO Boys & Girls Clubs of Metro Denver Boys & Girls Clubs of Metro Denver Boys & Girls Club of Northwest Colorado Craig, CO Boys & Girls Club of the Pikes Peak Region Colorado Springs, CO Boys & Girls Clubs of Portland Portland, OR Operation School Bell Document Management Service Mobile Food Bank Capital Campaign-Commerce City Club Rockwood Bridge Funding

8 Boys & Girls Club of Pueblo Pueblo, CO Boys & Girls Clubs of San Luis Valley Alamosa, CO Boys & Girls Club of South Park Fairplay, CO The Boys & Girls Clubs of Weld County Greeley, CO Breakthrough Kent Denver Bright Beginnings Broadway Assistance Center Brothers Redevelopment Canon City Golden Age Council Canon City, CO Capitol Hill Community Services Care and Share, Inc. Colorado Springs, CO Caritas Chorale Limited Ketchum, ID CASA of the Pikes Peak Region Colorado Springs, CO Catholic Charities of the Archdiocese of Denver Center for Hearing, Speech and Language Home Maintenance and Repair Program Flooring Renovation Professional Support Dependency & Neglect Program Food Program at Samaritan House KidScreen

9 Central City Opera House Association Children s Advocacy and Family Resources Children s Literacy Center Colorado Springs, CO Children s Outreach Project Church of the Holy Ghost Clackamas Service Center Portland, CO College for Every Student Cornwall, VT College of Southern Idaho Blaine County Center Hailey, ID Colorado Academy Colorado Children s Chorale Colorado Coalition for the Homeless Colorado Community College System Foundation Colorado Farm to Table Salida, CO Colorado Health Network, dba Colorado AIDS Project Colorado Mountain College Foundation Glenwood Springs, CO Social Ministry General & Special Project Support Western Slope Scholars Program Scholarships Horizons Program Community Choirs & School Partners Campaign for Colorado s Community Colleges Food Bank and Nutrition Program Johnson Financial Aid Program

10 Colorado Open Lands Lakewood, CO Colorado Outward Bound School Colorado Outward Bound School Colorado Springs Child Nursery Centers Colorado Springs, CO Colorado State Foster Parent Association Edgewater, CO Colorado Symphony Association Colorado Women s Employment and Education Columbine Home Health Glenwood Springs, CO Community College of Aurora Foundation Aurora, CO Community Food Share Longmont, CO Community Library Association Ketchum, ID Community Partnership for Child Development Colorado Springs, CO Community Resource Center Conflict Center Craig Hospital Foundation Englewood, CO North Fork River & Gunnison Basin Community Conservation Initiatives and Scholarships Leadville Center Renovation Education and Community Engagement Johnson Financial Aid Program Rural Philanthropy Days Equipment & Research at PEAK Center

11 The Crisis Hot Line, Inc. Ketchum, ID Crossroads Safehouse Fort Collins, CO Delores Project Delta-Montrose Youth Services, dba Partners of Delta, Montrose & Ouray Montrose, CO Dental Aid Louisville, CO Denver Academy Denver Art Museum Denver CASA Denver Dumb Friends League The Denver Hospice Denver Inner City Parish Denver Kids Denver Public Library Denver Rescue Mission Financial Aid Program The American West in Bronze, Patient Care Fund 2014 Summer of Reading

12 Denver Santa Claus Shop Denver Street School Denver Urban Ministries Denver Works Denver Youth Program, dba Metro Denver Partners Disabled Resource Services Fort Collins, CO Disabled Sports USA, dba Adaptive Sports Association Durango, CO Doctors Care Littleton, CO Domestic Violence Initiative Easter Seals Colorado Lakewood, CO Elderhaus Adult Day Programs Fort Collins, CO Emergency Family Assistance Association Boulder, CO Emily Griffith Foundation, Inc. Families First, Inc. Family & Community Education & Support (FACES) Camperships

13 Family Homestead Family Star Family Stepping Stones Gladstone, OR Family Tree, Inc. Wheat Ridge, CO Family Visitor Program of Garfield County Glenwood Springs, CO Florence Crittenton Services Florence Crittenton Services Focus Points Family Resource Center Food Bank for Larimer County Fort Collins, CO Food Bank of the Rockies Freedom Service Dogs, Inc. Englewood, CO The Freshwater Trust Portland, OR Gateway Battered Women s Services Aurora, CO The Gathering Place Girl Scouts of Colorado Capacity Expansion Initiative Capital Support

14 Girls Incorporated of Metro Denver Girls on the Run of the Wood River Valley Ketchum, ID Goodwill Industries of Denver Goodwill Industries of Denver Goodwill of Southern & Western Colorado Colorado Springs, CO Grand Valley Catholic Outreach Grand Junction, CO Grand Valley Catholic Outreach Grand Junction, CO Grantmakers of Oregon and SW Washington Portland, OR Greeley Transitional House Greeley, CO Growing Home Westminster, CO Gunnison Country Partners Gunnison, CO Habitat for Humanity International Havern Center, Littleton, CO Heart of Boardwalk, dba CHARG Resource Center Youth Career Development Recycling Equipment Capital Campaign for St. Martin Phase II Rockwood Neighborhood Tour Colorado Homeownership Project Tuition Assistance Fund

15 Hilltop Health Services, dba Hilltop Community Resources Grand Junction, CO Hope Center Hospice and Palliative Care of the Wood River Valley Ketchum, ID Hospice of Saint John Foundation Lakewood, CO Hospice of the Plains Wray, CO Howard Dental Center Humane Society of the Pikes Peak Region Colorado Springs, CO I Have a Dream Foundation Oregon Portland, OR Idaho Community Foundation. Boise, ID Inn Between of Longmont Longmont, CO Inner City Health Center Inter-Faith Community Services Englewood, CO International Hearing Dog Henderson, CO Jeffco Action Center Lakewood, CO Karis Community Indigent Care Programs Colorado Fire Emergency Fund for Animal Relief & Recovery Dreamer School Little Black Dress Club Empowerment Program

16 Kids in Need of Dentistry La Clinica Tepeyac La Puente Home Alamosa, CO Lamar Area Hospice Lamar, CO Lamar Community College Foundation Lamar, CO Larimer County Partners Fort Collins, CO Lee Pesky Learning Center Boise, ID Life Quality Institute Limon Child Development Center Limon, CO Little Sisters of the Poor Longmont Meals on Wheels Longmont, CO Lutheran Social Service of Colorado Manna The Durango Soup Kitchen Durango, CO Manna The Durango Soup Kitchen Durango, CO Marillac Clinic Grand Junction, CO Chopper Topper Program Helping Hands Respite Program Johnson Financial Aid Program Evaluation Expansion Teen Pregnancy Prevention Construction of a Teaching Kitchen

17 Meals on Wheels of Boulder Boulder, CO Meals on Wheels of Greeley Greeley, CO Meals on Wheels of Loveland & Berthoud Loveland, CO Mercy Housing Mesa Youth Service, dba Mesa County Partners Grand Junction, CO Decatur Place Program Mesa Youth Service, dba Mesa County Partners Grand Junction, CO Metro CareRing Metro CareRing Metropolitan State College of Denver Foundation Mi Casa Resource Center Mile High Montessori Early Learning Centers Mile High Youth Corps Montrose County Senior Citizens Transportation Montrose, CO Mpower New Castle, CO New Avenues for Youth Portland, OR Vehicle Purchase Hunger Relief Center Capital Campaign Family Literacy Program Senior Transportation Program

18 New Genesis Northwest Children s Outreach Lake Oswego, OR Northwest Colorado Visiting Nurse Association Steamboat Springs, CO Oklahoma State University Foundation Stillwater, OK Open Door Youth Gang Alternatives OpenWorld Learning Oregon Symphony Association Portland, OR Outreach United Resource Center Longmont, CO Outward Bound Portland Troutdale, OR Partners of Boulder County Longmont, CO The Partnership for Families and Children Phillips Academy Andover, MA Phillips County Family Education Services Holyoke, CO Pikes Peak Therapeutic Riding Elbert, CO The Pinon Project Cortez, CO Animal Relief Fund Music Education & Community Engagement Basic Needs Program Portland Center Summer Programs Bully-Proofing Your School Johnson Scholars from the Rocky Mountain West

19 Planned Parenthood of the Great Northwest Hailey, ID Planned Parenthood of the Rocky Mountains Playworks Education Energized Portland Portland, OR Portland After-School Tennis Beaverton, OR Portland Children s Museum Portland, OR Portland Opportunities Industrialization Center Portland, OR Portland Reading Foundation Portland, OR Posada Pueblo, CO Project Angel Heart Project Self-Sufficiency Loveland, CO Project WISE Prospect Home Care-Hospice Woodland Park, CO Public Education and Business Coalition Qualistar Colorado Reach Out and Read Colorado Hailey Teen Council Education Program Support Teacher-in-Training at Opal School Reading Team Service Expansion Professional Development Programs

20 Red Rocks Community College Foundation Lakewood, CO Regional Home Visitation Program Yuma, CO Rocky Mountain Children s Law Center Rocky Mountain MicroFinance Institute Rocky Mountain Parents as Teachers Rocky Mountain Youth Clinics Sacred Heart House of Denver Safe Shelter of St. Vrain Valley Longmont, CO SafeHouse Denver, Inc. Sage School Hailey, ID The Salvation Army The Salvation Army Senior Assistance Center Senior Hub Federal Heights, CO Senior Support Services Johnson Financial Aid Program Foster Parent Program Aurora Corps Community Center Renovation

21 Seniors Resource Center Sewall Child Development Center Sister Carmen Community Center Lafayette, CO Smart-Girl, Inc. Special Kids/Special Families Colorado Springs, CO St. Francis Center Lakewood, CO Stride Lakewood, CO Summer Scholars Sunstone Montessori School Portland, OR Teller Senior Coalition Woodland Park, CO Tennyson Center for Children Trailing of the Sheep Cultural Heritage Hailey, ID TRU Community Care Lafayette, CO Trust for Public Land-Colorado State Office Tu Casa Alamosa, CO Sunflower Room Improvements Patient Care Fund Neighborhood Parks and Trails

22 Two Hearts North 4-H Club Hailey, ID University of Colorado Foundation Boulder, CO University of Northern Colorado Foundation Greeley, CO Urban Peak Denver Volunteers for Outdoor Colorado Volunteers of America Volunteers of America Warren Village Warren Village Washington Street Community Center Weld Food Bank Greeley, CO Western Slope Center for Children Grand Junction, CO Westside CARES Colorado Springs, CO Westside CARES Colorado Springs, CO Women s Bean Project Flood Relief Assistance Center for Urban Education 2013 Youth Programming Brandon Center Elevator Project Building Capacity Capital Campaign

23 Women s Crisis and Family Outreach Center Castle Rock, CO Women s Resource Center Durango, CO Wood River Community YMCA Ketchum, ID Work Options for Women YMCA of Metropolitan Denver YouthBiz YouthZone Glenwood Springs, CO Make-a-Splash Program Summer Camp Scholarships

24 Helen K. and Arthur E. Johnson Foundation Financial Statements December 31, 2013 Balance Sheet Assets: Cash and money market accounts $ 2,145,917 Domestic equities 38,868,785 International equities 26,720,778 Fixed income 28,479,678 Absolute return 24,153,957 Real return 14,774,268 Private equity and real estate 14,728,812 Emerging debt 3,921,492 Emerging equity 7,532,174 Royalty interests 36,667 Total assets $ 161,362,528 Net Assets: Unrestricted net assets $ 161,362,528

25 Helen K. and Arthur E. Johnson Foundation Financial Statements December 31, 2013 Revenue and Expenses (Cash Basis) Revenues: Contributions received $ 802,782 Interest and dividends 2,121,473 Net realized gains on sales of investments 5,076,827 Partnership income 3,671 Royalty and other income 310,970 Total revenues 8,315,723 Expenses: Grants paid 6,194,570 Other program expenses 461,453 Administrative expenses 271,105 Total program and administrative expenses 6,927,128 Investment expenses 531,068 Excise taxes 217,436 Royalty severance taxes 28,986 Total investment and tax expense 777,490 Total expenses 7,704,618 Change in net assets $ 611,105 Change in net assets not reported under the cash basis method of accounting: Increase in unrealized appreciation of investments $ 12,539,148 The Foundation s financial statements are audited by Kundinger, Corder & Engle, P.C. A copy of the audited financials is available upon request.