Lee's Summit Social Services

Transcription

1 Lee's Summit Social Services General Information Contact Information Nonprofit Lee's Summit Social Services Address 108 SE 4th Street Lee's Summit, MO Phone (816) Fax Website lssocialservices.com Facebook facebook.com Twitter twitter.com/ At A Glance How to donate, support, and volunteer We accept checks, either mailed or brought to office and welcome in-kind donations of food, good usable furniture, household goods, medical needs such as wheelchairs, hospital beds, shower chairs and clothing. We welcome volunteers to assist with all our programs. 1

2 2 Our volunteer coordinator, Ted Propst, will talk to you about your interests, volunteer jobs available, and welcome you to our agency.

3 Mission & Areas Served Statements Mission Statement To assist low income, elderly and/or disabled persons in the Lee's Summit Social Services service area with emergency needs, while enabling them to maintain their dignity and learning to set and meet realistic goals which will lead to greater independence. Background Statement Incorporated in 1992 on property leased from the City of Lee's Summit, as an Emergency Assistance Agency, serving low-income citizens of Lee's Summit, Lone Jack, Lake Lotawana and Greenwood, Mo. The building has been constructed and expanded from 2,000 s.f. to over 15,000 s.f. debt-free. We are a full service agency, offering Emergency Assistance including food, infant needs, clothing, budgeting, utility assistance, rent, prescriptions and medical supplies, small home repairs for senior citizens, school supplies, new shoes and clothing for our Back To School Program, Holiday baskets and Christmas store.over 100 volunteers serve in every capacity in the Agency. Impact Statement Accomplishments of 2014: 1.Replaced three aging heat pumps with energy efficient models. 2.Started an auxiliary to help further volunteer work in the agency. 3. Secured funding for the purchase of a program to track volunteer hours and a more efficient process to acknowledge donors and give tax reports. Goals for 2015: 1. Replace 3 computers that are in constant need of repair. 2. Purchase a large copier. 3. Find funding to assist low income senior citizens with home safety. This will include working smoke detectors and other issues that will keep them in their homes longer and safer. Needs Statement 1.Upgrade 3 computers, printers and software. Estimated cost of 3 units is $ Locate funding to hire and train a part time person to assist the agency with financial data and writing grants. 3.Add dynamic volunteers to our newly formed auxiliary to further the volunteer work of the agency. Board Chair Statement Lee's Summit Social Services is the emergency assistance organization that helps supply basic needs to the people of our community. We are locally managed and work diligently to assist those in need with food, clothing, budgeting and financial support to help families and individuals become stable, with the goal of self sufficiency in their future. Generous donations of food and clothing have been instrumental in assisting clientele, but additional funding to assist with basic needs is necessary to help the client to become self sufficient. Challenges are locating funding to hire an additional staff person to assist the agency with financials and grant writing. Service Categories Emergency Assistance (Food, Clothing, Cash) Food Banks, Food Pantries Areas of Service Areas Served 3

4 Areas MO - Eastern Jackson Co 4

5 Programs Programs Emergency Assistance Program Description Category Population Served Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success Emergency Assistance Program includes all of the areas of help for low income individuals and families to meet basic needs. The program includes assistance with food, utilities, rent, medical supplies and prescriptions, clothing, budget counseling, small home repair, and other needs as determined during first interview and consecutive visits. If a client feels something requires emergency assistance, we take a look at it and decide on a course of action. Human Services, General/Other Emergency Assistance Poor,Economically Disadvantaged,Indigent, Families, At-Risk Populations Initially, the family must be stabilized by assisting them with basic needs of food, clothing, shelter and/or utility assistance. Budget counseling to find strengths and weakness in the spending habits will bring desirable results which ultimately assures long term success. Long term success would be to assist a client into self sufficiency by meeting basic needs, helping them identify goals, and guiding them to a better understanding of how to meet those goals. To see a client enter the workforce and become responsible or to help an elderly client remain healthy is the meaning of program success. Our goal is to see at least 10% of the newly unemployed clientele rejoin the workforce. Long term success would be to make sure no child goes to bed hungry or misses school because of inadequate clothing, shoes or supplies. To see senior citizens able to stay in their own home longer because some small home repairs make that possible, is a success. Subsequent visits to the agency give the case manager or social worker the information to see if the household is becoming stabilized. All information is entered into the MAACLink program through Mid America Assistance Coalition, and can be utilized to monitor how often a client has emergency needs. All information gathered from a client is tracked and the changes are recorded and filed. Clients self report on job success or changes to household. In 2014, all new clients received budget counseling. Food was given to 3790 unduplicated clients 658 households received assistance totaling $128,000 with utilities, after need was determined by case manager. Some families are able to become stable after a few visits. Others require more intensive work. Our ultimate goal is to help the family retain dignity while becoming stable. The caseload is growing, but a large number of newly unemployed workers who sincerely hope to return to work come in daily to check our updated work board, we cautiously anticipate a 5% increase of these workers will find employment during

6 Back To School Program Description Category Population Served Short-Term Success Long- Term Success Program Success Monitored By Examples of Program Success In the year 2014, 526 school children received new backpacks filled with supplies, and also received new shoes, jeans, shirts, underwear, socks and 334 received new coats. This program takes place each year beginning at the end of July, and assists as needed until the new school year starts. Many children beginning kindergarten receive their first pair of new shoes and show pride in their new backpacks filled with supplies. Human Services, General/Other Emergency Assistance Poor,Economically Disadvantaged,Indigent, Children Only (5-14 years), All children who need supplies and clothing are assisted, confidentially and have supplies and clothing as well as new shoes to begin the school year. Children who are beginning Head Start through High School are eligible to receive supplies, and are able to attend school well equipped to concentrate on studying and do their best in school and not be distinguished from their peers because of clothing or supplies.we work with Mid America Assistance Coalition to track services given and generate reports. The program is monitored by the number of children assisted. As a child is assisted with their shoes, clothing and supplies, their pleasure in receiving their first new shoes, backpack or new jeans assure the program is working. The volunteers who work with the program return year after year, as donors and workers because they are so impressed with what the program does for so many children. They see first hand the good that is happening for the children. In 2014, 526 school children received new backpacks filled with supplies and/or new shoes, jeans, shirts, underwear and socks. Some children started Head Start or Kindergarten with their first new pair of shoes, instead of shoes handed down from an older sibling. Many of the youngest children received their first new backpack. CEO Comments In 2014, LSSS gave $1,547,068 of emergency assistance during 21,825 visits by persons needing help. This included both in kind items and monetary assistance. 410 children were assisted with new shoes, and 526 children received new clothing, backpacks and school supplies during this time period. 334 new coats were given to children who needed them.. The challenges we face are increased requests for assistance from our families due to economic conditions of rising cost of food, gasoline, utilities and rent expenses with income levels not keeping pace because of job loss by the head of household in many families. Many of the families are now working two low income jobs which have less income than a formerly better paying job that supported the household. Funding donations are unable to keep pace with the demand for services. 6

7 Leadership & Staff Executive Director/CEO Executive Director Term Start Jan Mr. Matthew S. Sanning Experience Matt became director of Lee's Summit Social Services in January 2015, following the retirement of former director, Geneva High. Matt had been Assistant Director for 3 years prior to his advancement through the agency's succession plan.. He is a member of the Lee's Summit Ministerial Alliance, LS Chamber, Human Services Advisory Board and Lee's Summit Rotary. Former CEOs Name Term Mrs. Geneva Jane High Mar Dec 2014 Senior Staff Mrs Janna D. Walden Title Experience/Biography Program Manager Janna started with the agency in 2011 as Social Worker. Prior to employment at Lee's Summit Social Services, Janna formerly held positions at City Union Mission, Staff Paid Full-Time Staff 10 Paid Part- Time Staff 1 Volunteers 112 Retention Rate 99% Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency NonManagement Formal Evaluation Non Management Formal Evaluation Frequency Bi-Annually Bi-Annually Annually Plans & Policies Organization Has a Fundraising Plan Under Development 7

8 Organization Has a Strategic Plan Management Succession Plan Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Collaborations Kansas City Medicine Cabinet Mid America Assistance Coalition Lee's Summit Ministerial Alliance R-7 School District United Way of Greater Kansas City Lee's Summit Firefighters Affiliations Affiliation Year Chamber of Commerce 2003 United Way Member Agency 1992 Alliance of Greater Kansas City United Ways Agency Certification 1992 Awards Awards Award/Recognition Organization Year Res In Motus, Sanctimonious catagory Lee's Summit Chamber of Commerce 2013 Government Licenses Is your organization licensed by the government? No CEO Comments In line with our strategic planning, we have added new board members (by age, gender, and ethnic backgrounds) during the last two years to inject additional focus on increasing marketing efforts and to increase visibility in the community. 8

9 Board & Governance Board Chair Board Chair Mr. Philip Strawbridge Term Jan 2014 to Dec Board Members Name Mr. Jack Campbell Ms. Lenda Chastain Mrs. Susan Coffman Mr. Tom Earley Ms. Ellen Fairchild Mr. Raul Guerrero Ms Syrtiller Kabat PhD. Mr. Don Kahan Mr. Don Killion Mr. Dan Manley Mr. Addison Martin Mr. Duane Muckey Dr. Darryl Nelson MD Deacon Nancy Nevins Mr. Philip Strawbridge Mr. Roy Wheeler Affiliation Polsinelli Law office, retired (Emeritus board member) Retired Dentist Lee's Summit Cares Bank of Lee's Summit KCP&L Retired, Gov't Psychotherapist Don Kahan Motors US Gov't GSA, Retired Lee's Summit Fire Department self employed, Construction Ryan International Airlines, Pilot Family Health Specialist St. Paul's Episcopal Church Financial Consultant American General, Retired Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 13 Hispanic/Latino 1 Native American/American Indian 1 Other 0 Board Demographics - Gender Male 11 Female 5 Unspecified 0 9

10 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 74% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 100% Constituency Includes Client Representation No Number of Full Board Meetings Annually 12 Standing Committees Building Executive Finance Human Resources / Personnel Marketing Program / Program Planning Advisory Board / Advisory Council CEO Comments The greatest challenge facing Lee's Summit Social Services is stretching funds to meet the caseload. The board is constantly exploring new fundraisers. As the population in our communities grow, we can anticipate a growth in numbers of persons who need assistance. We have implemented a long term budgeting process for families who show a need for education in this area, and will work with families to make resources available to them, which we expect will help them become better financial managers with their own funding. We also work with small groups who normally manage their limited finances fairly well, to point out available resources and counsel as needed. We are working with them to help them through the process of understanding income verses expenses. Our volunteer coordinator is working with teens who are giving community service, by teaching them how to prepare, plant and harvest foods from a nearby community garden, which is one of our new endeavors to give teens the opportunity to learn better nutrition and a skill which may be helpful in future. 10

11 Financials Fiscal Year Fiscal Year Start Jan 01, 2015 Fiscal Year End Dec 31, 2015 Projected Revenue $525, Projected Expenses $521, Endowment Value $0.00 Spending Policy N/A Percentage 0% Detailed Financials Revenue and Expenses Total Revenue $533,638 $524,657 $491,502 Total Expenses $537,201 $473,407 $402,506 Revenue Sources Foundation and Corporation $238,954 $155,185 $154,536 Contributions Government Contributions $28,852 $24,150 $30,579 Federal -- $0 $0 State -- $0 $0 Local -- $0 $0 Unspecified $28,852 $24,150 $30,579 Individual Contributions -- $82,100 $90,174 Indirect Public Support $84,102 $85,765 $66,000 Earned Revenue $114,595 $106,977 $91,414 Investment Income, Net of Losses $20,858 $15,369 $6,566 Membership Dues $0 $0 $0 Special Events $46,277 $55,009 $52,139 Revenue In-Kind $0 $0 $0 Other $0 $102 $93 11

12 Expense Allocation Program Expense $478,297 $413,658 $362,893 Administration Expense $52,825 $54,036 $35,040 Fundraising Expense $6,079 $5,713 $4,573 Payments to Affiliates -- $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 89% 87% 90% Fundraising Expense/Contributed Revenue 2% 1% 1% Assets and Liabilities Total Assets $1,004,530 $1,019,870 $967,542 Current Assets $826,529 $752,707 $709,829 Long-Term Liabilities $0 $0 $0 Current Liabilities $1,694 $1,810 $682 Total Net Assets $1,002,836 $1,018,060 $966,860 Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount United Way $66,000 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Community Development Block Grant $2, Individual donor $20,000 Capital Campaign Currently in a Capital Campaign? No Goal $0.00 Amount Raised to Date 0 as of 0 Capital Campaign Anticipated in Next 5 Years? Organization Comments The population in our service area of four communities continues to grow steadily and the increase in the caseload has expanded greatly. Over 100 volunteers assist in service delivery. The Lee's Summit Social Services building, located at 108 SE 4th Street in downtown Lee's Summit is completely debt free which ensures that funding is applied to ongoing program needs. We have a well established relationship with other community agencies and are able to give and receive referrals from them to better assist our clientèle in their goal toward independence. LSSS hosts two annual fundraisers, a Pancake Breakfast in February and a Bowl A Thon in the late summer, observing the United Way campaign black out period. The LSSS Board of Directors are all volunteers, meet monthly, assist in all policy making and fundraising efforts. Lee's Summit Social Services has a thrift store which is open to the public. Any funds raised from the sale of donated merchandise to the thrift store is used to support the Emergency Assistance program. 12

13 Foundation Comments FY 2013: Financial data reported using the IRS Form 990. FY 2012, 2011: Financial data reported using the organization's audited financial statements. IRS Form 990's also provided. Foundation/corporate revenue line item includes government grants and contributions from individuals. Created Copyright 2016 Greater Kansas City Community Foundation 13