2017 ANNUAL REPORT EMPOWERING THE FUTURE
2017 ANNUAL REPORTEMPOWERING THE FUTURE
President’s Thoughts“Alone we can do so little, together we can do so much.” – Helen KellerOur community is veryfortunate that severalindividuals had the visionto come together andcreate The CommunityFoundation of BurkeCounty (CFBC) inKelle Huffman2001. This was a timewhen our nation faced unforeseen challenges and thefinancial markets struggled. How discouraging thismust have been for the founders. Undaunted, theypersevered. Today, the Board of Directors has theoversight responsibility for over 100 endowed funds.The Foundation continues to demonstrate an excellentinvestment discipline strategy.under the mentorship of Sara Black Moses. Comprisedof students from Burke’s four high schools and homeschools, the group meets regularly to learn aboutphilanthropy and the grant cycle in which they determinerecipients. What a great experience this is for our youth!Former CFBC Board Chair, Chip Black, noted in the2016 report that our community is in the process ofsecuring a public transit system. When anticipatedfunds were not received as expected, numerousorganizations in the community collaborated; now,this project is nearly funded. A limited bus routemay start as soon as late summer. The Foundationcontinues to evaluate the emerging needs of ourcommunity and is working with other organizationsto fund solutions.Another vision of members of thecommunity was the establishment of“Believe in something larger than yourself and getThe Burke Women’s Fund (BWF). Burkeinvolved in the big ideas of your time” – Barbara BushWomen’s Fund was created in 2009 by agroup of 15 women. The mission is to gainan understanding of the issues related to womenI would like to thank everyone who supports ourand families of Burke County. One of my favoritecommunity and the Foundation. I would also likecommunity events each year is the BWF’s s celebrationto encourage you to contact the Foundation officeevent. In 2017, the event featured Dr. Leslie McKessonor me if you would like to learn more about thewhose topic was “gRaCE: Growing Racial and CulturalEmpathy.” Since BWF’s inception, the total amountFoundation and how to make a difference inawarded to grant recipients has been 272,459.our community.The most recent vision of the Foundation is to developand energize the new generation of philanthropists,Sincerely,Kelle HuffmanMission StatementTo encourage, develop and participate in philanthropy by providingflexible giving opportunities, professional support and responsiblestewardship for the benefit of donors and qualified recipients.
Board MembersElizabeth W. AndrewsJohn F. Black, Jr.Chris T. BrittainPhillip E. ChurchJ. Rountree Collett, Jr.John N. HeilmanKelle B. HuffmanNaomi W. HuntM. Alan LeCroyMartha McMurray-RussJ. Mark RostanBoard Members EmeritusJohn T. BranstromWilliam M. BrinkleyCynthia H. CallawaySterling R. Collett, IIIP. Paul DeatonElisabeth C. ErvinJohn W. Ervin, Jr.Le N. ErwinJ. Hugh FletcherC. Michael FulenwiderDoris L. FullwoodSusan L. HaireCharles E. HortonJack B. KirkseyJames E. LowdermilkDonald J. McCallNettie M. McIntoshMarcus W. H. Mitchell, Jr.Rev. Diana SpanglerCrawfordBenjamin S. SuccopDavid R. WieseV. Otis Wilson, Jr.W. Harold MitchellBarbara C. NorvellSusan C. PollpeterJames H. RostanDerinda P. StieneRobert T. Turner, IIEdward D. WallEmily Williamson GangiOtto H. WoernerCommunity Committee MembersAmparo R. AlfaroDan A. BoggsJohn T. BranstromR. Mark BuffJames A. CornelisonEmma R. DraughnDana S. ElliottJohn W. Ervin, Jr.Doris L. FullwoodSusan L. HaireFrances M. HildebranDouglas C. HallBruce N. HershockHannah M. JohnsonGeorge K. LoganLisa MillerMark K. MillerMarcus W. H. Mitchell, Jr.Jerry T. NorvellSusan C. PollpeterJason M. PopeJames H. RostanMary Charlotte SaffordFrederick L. SchuszlerEarl B. Searcy IIILouis E. Vinay3
Executive Director’s RemarksIn 2017, the CommunityFoundation of BurkeCounty (CFBC) focusedon the growth andeducational componentsof its strategic plan.Throughout the year,opportunities were exploredto develop new donorNancy Taylorrelationships. Those effortsgenerated ten new endowed funds which are advancingand promoting the mission of the Foundation. Thesenew endowed funds include five scholarship funds,two unrestricted funds, two donor advised funds andone designated endowed fund. All of these funds wereestablished to directly benefit the residents and nonprofitorganizations of Burke County.The Board of Directors advanced its commitment toeducating our youth about the values and benefitsof philanthropy. Sixteen Burke County high schoolstudents were welcomed into the Burke Youth OrganizedPhilanthropists. Under the leadership of VolunteerDirector Sara Black Moses, the group developedknowledge of nonprofit organizations and enhancedits ability to responsibly evaluate grant requests whilehonoring donor intention.CFBC continued its work of providing educationalopportunities for local nonprofit leadership. TheFoundation conducted its annual educational needsassessment. Also, CFBC worked in partnership with theWestern Piedmont Community College Small BusinessCenter and WNC pathways to create instructive learningopportunities for Burke County nonprofit leadership.Our Annual Report provides you with the stories andfaces of the people who have contributed to the progressand growth of the Foundation. Throughout the year, Iwas constantly reminded of the vision of our Foundersand their inspiring commitment to serve the people andorganizations of Burke County.It remains my privilege to be a part of this organization.Learn more about the Community FoundationIf you know a group that might enjoy learning about us, please contact Nancy W. Taylorat 828-437-7105. We have a brief 15-20 minute presentation that explains how theFoundation works and how anyone can become a philanthropist.4
Burke Youth Engagein PhilanthropyIn 2017, Burke Youth Organized Philanthropists(BYOP) entered their second year of operation.The program is open to Burke County ninthtwelfth grade students who are enrolled in BurkeCounty Public Schools or recognized homeschools.The Volunteer Director is Sara Black Moses, anative of Burke County.BYOP completed its first competitive grantcycle in May of 2017 and awarded four grantsto organizations that offer programs/projectsimpacting the lives of children, ages 0-18, andtheir families. Recipients of the grants were: BurkeUnited Christian Ministries (funding to purchaseshoes for children); First United MethodistChurch, Valdese (funding for its backpackministry); Good Samaritan Clinic – Teeth InNeed Program (funding to provide dental carefor children); and Southmountain Children andFamily Services (funding to purchase a defibrillatorfor the Advocacy Center).Applicants for the 2017-2018 BYOP year wereinterviewed for membership in the program in June.Students were selected and their work began inAugust. Throughout the remainder of the year, theprogram participants gained knowledge about localnonprofits, financial operations of nonprofits and theneeds of Burke County children and their families.2017 – 2018 BYOP MembersTripp CausbyGabriel EggersRaquela FranciscoWill GessnerDorian GregoryBennett HallSterling HallGraleigh HildebranKacey JohnsonBeth LeCroySam MillerMadison ReedMicah RobinsonBridger ScogginsHarrison SeagleDean Tullis2017 BYOP Grant RecipientsWendy Jodry - Southmountain Children & Family ServicesDavid Burleson - Burke United Christian MinistriesNancy Ferguson Brown - Good Samaritan ClinicJim Sweezy - First United Methodist Church, Valdese5
Donors and 2017 Grantees RecognizedOn October 12, 2017, the Board of Directors of theCommunity Foundation of Burke County (CFBC) heldits annual event to recognize Foundation donors and2017 grantees. Since 2001, over 4.9 million dollars hasbeen granted to qualified nonprofit organizations throughthe funds established by donors. During the event, atribute was paid to donors who have so generously givento meet the needs of others and to improve the quality oflife in their respective communities.Since 2002, CFBC has awarded over 1,344,258in community grants to nonprofits that serve theresidents of Burke County.John MarshallTransportation ProjectWestern PiedmontCouncil of GovernmentsMarie PalaciosExploring Joara Foundation2017 Grant RecipientIn 2017, grant recipientsincluded: Blue RidgeCommunity Action CirclesInitiative, Burke CharitableProperties, Burke Councilon Alcoholism and ChemicalDependency, Burke UnitedChristian Ministries,Catawba Science Center,John (Chip) Black, Jr.Center for Rural HealthCFBC Board MemberInnovation, ExploringJoara Foundation, FoothillsConservancy of North Carolina, Inc., New Day ChristianChurch, Options, Inc., Prevent Blindness North Carolina,Southmountain Children and Family Services, TheMeeting Place, Inc., and The Outreach Center.Featured speakers included John F. Black, Jr.,2017 Chairman of CFBC, and John C. Marshallof the Western Piedmont Council of Governments,who provided an update on the “Fixed Public BusTransportation Initiative.” CFBC has committed 60,000 in unrestricted funds to this project.Grant recipient Marie Palacios provided an updateon the progress and activities of the ExploringJoara Foundation.2017 CommunityGrant CycleRecipientsTop Row (left to right)Dale Barrier, Burke CharitableProperties; George Logan, NewDay Christian Church; AlanBarnhardt, Catawba ScienceCenter; and Chris Jernigan,Southmountain Childrenand Family ServicesMiddle Row (left to right)Suzy Fitzgerald, The MeetingPlace One; Holly Johnson,The Outreach Center; Marie Palacios, Exploring Joara Foundation; Maddie Patterson, Blue Ridge Community Action;Allison Bell, Center for Rural Health Innovation; and David Burleson, Burke United Christian MinistriesBottom Row (left to right) Kristy Graf, Options; Elaine Lite, Prevent Blindness North Carolina; Beth Willard-Patton,Foothills Conservancy of North Carolina; and Kim James, Burke Council on Alcoholism and Chemical Dependency
2017 Total GrantsEndowed, Ltd. Endowed, BWF,BYOP, and CommunityCommunity/Economic Vitality 86,5669%Arts, Culture & Humanities 51,6125%Human Services 247,68525%Religion 209,87722%In 2017, grant funds in the amountof 975,353 were distributed toqualified nonprofit agencies andorganizations. Human Serviceorganizations received the largestamount of grant distributions withmore than 25% of total grant fundsgoing to qualified nonprofit agencies.Environment/Animals 81,8278%Health 153,33416%Education 144,45215%“We make a living by what we get, but we make a life by what we give.” – Winston S. Churchill7
2017 Endowment Funds AnimalsDeaf and Hearing ImpairedArtsDonor AdvisedBurke County Friends for Animals Endowment FundBurke Arts Council Endowment FundCaldwell Arts Council Endowment FundCaldwell Arts Council Limited Endowed DonorAdvised FundThe Rock School Arts Foundation Endowment FundBroad Charitable PurposesAvery-Causby FundDonald and Betty Taylor FundDorothy K. Ervin Endowment FundDrew Woerner Endowment FundEmanuel A. and Romilda P. Richard Endowment FundFrancis and Emily Grill Memorial FundJean Conyers Ervin FundMarilyn Malone Gordon Endowment FundOtto and Wynne Woerner FundWilliam E. and Laura Ervin Smith FundCemetery MaintenanceMountain View Cemetery FundQuaker Meadows Cemetery FundWaldensian Presbyterian Church Cemetery EndowmentFundCulture/HistoryHistoric Burke Foundation-Alice Elaine Falls EndowedFundHistoric Burke Foundation-Alice Elaine Falls LimitedEndowed Donor Advised FundHistory Museum of Burke County Endowment FundHistory Museum of Burke County LimitedEndowment FundLibrary Foundation of Burke County EndowmentFund8Albert Mehl Endowment FundBowers-Greene Endowment FundBurke Sunrise, Inc. Limited Endowed DonorAdvised FundBurke Women’s FundCamp Lake James Stewardship FundCharles M. and Alice M. Carey FundChris and Leanne Brittian Family FundChristian Shull Children’s Endowment FundCooper McCall Endowment FundGresham Orrison Endowment FundJackie and Paul Deaton FundJames H. Rostan and Linda R. Rostan EndowmentFundJoel Hastings Endowment FundJohn P. Rostan, Jr. and Naomi Bounous RostanEndowment FundJoyce Amos Jones Endowment FundMorgan-Avery FundSalsbury-Taylor FundEducation/ScholarshipAdam Benson Scholarship FundAndrea Galen Jacks Scholarship Endowment FundAnita Wilson Scholarship FundAnn Cornwell Patton and George Thomas CornwellFundBetty and Otto Woerner Endowed Scholarship FundBurke Education Endowment Program Endowed FundCranford Scholarship Endowment FundClyde Nichols Young, Jr. Endowed Scholarship FundCrump-Pollpeter Scholarship FundDrexel Alumni Association FundGlenn R. Yoder Scholarship Endowment Fund
Community Foundation of Burke County Education/Scholarship (continued)Jimmy C. Draughn Scholarship Endowment FundKeith Warren Black Educational Scholarship FundLarry and Louise Huffman Scholarship EndowmentFundLarry Simpson Memorial Scholarship FundMichael Williamson Eley Endowment FundMildred and Hugh Fletcher Scholarship FundMorganton Day School Scholarship Endowment FundRaymond K. Miller Scholarship Endowment FundRobert A. “Bob” Shook Memorial ScholarshipRotary Club of Morganton Scholarship EndowmentFundTim Spain Scholarship FundValdese Rotary Club Endowed Scholarship FundWaldensian Presbyterian Women Scholarship ProgramEndowment FundWynne and Otto Woerner Endowed Scholarship FundEnvironmentFoothills Conservancy of North Carolina BurkeCounty Endowment FundThe Martha’s Park Endowment FundHealthcareBurke Hospice & Palliative Care Endowment FundBurke Hospice & Palliative Care, Inc. LimitedEndowed Donor Advised FundBurke Hospice & Palliative Care, Inc. LimitedEndowed Donor Advised Fund IIGood Samaritan Clinic Endowment FundRon LaSalle Limited Endowment Fund for CharitableCareStop Alcohol and Drug Addiction Endowment FundTeeth in Need Endowment FundHuman ServicesBlue Ridge Community Action FundBurke Charitable Properties Limited Endowed DonorAdvised FundHuman Services (continued)Burke County United Way FundBurke United Christian Ministries Limited EndowedDonor Advised FundChildren’s Home Society of North Carolina LimitedEndowed FundFoothills Service Project Limited Endowed DonorAdvised FundHabitat for Humanity of Burke County, Inc. FundOptions Against Family Violence FundRay and Laura Consley Endowed FundSouthmountain Children and Family ServicesEndowment FundW. Edwin & Marie T. Hoyle Endowed FundSchool Nurse Program/NursingScholarshipMinnie Bell Rector Cooper Nursing Scholarship FundStiff Endowment FundReligionFirst Presbyterian Church Morganton LimitedEndowed Donor Advised FundWaldensian Presbyterian Church Endowment FundWalter Howard Lewis Endowment FundTravel Fellowship-First BaptistChurch MorgantonJerald C. Liebhart, Sr. & Grace Folmar Liebhart FundUnrestrictedBetsy and Billy Joe Patton Endowment FundBill and Hazel Bailey Abernathy Endowment FundCarl H. and Linda S. Wall Endowment FundDonald Jackson McCall Endowment FundF. Sam and Phyllis Rogers FundJohn L. and Caroline W. Kos FundJohn W. Ervin, Jr. Endowment FundPat and Harold Mitchell FundPlease consider making a donation to one of these endowments.9
2017 Scholarship RecipientsTop Row (left to right) Ava Smith, Sarah Sharpe, Ethan Hahn, Megan Treadway, Rebekah EwingMiddle Row (left to right) Cindy Ennis, Christin Brookshire, Hayden Wilson, Alex Farris, Christopher Drum,Ben Hagaman, Braeden Personius, Brooke Hall, Kristin DamronBottom Row (left to right) Julia Valasquez Miguel, Cortney Hildebran, Selby Baughman, Kaylee Huffman,Brianne LockeeCranford Scholarship Supports East Burke andJimmy C. Draughn High School GraduatesIn 2013, Francis Paul Cranford made the decision toimplement a scholarship program that would honor hisbrother, Fred Cranford, and his nephew, Eric Cranford.Fred was a retired educator from the Burke CountyPublic Schools who passed away in 2007. Eric servedin the United States Navy and lost his life when AirlineFlight 77 struck the Pentagon building in 2011. It wasof great importance to Paul that he pay tribute to the lifeand work of his brother and nephew. He felt that providingan opportunity for a higher education to deservingstudents was a meaningful way he could do that.In 2017, the Cranford Scholarship Endowment Fundawarded four 3,500 scholarships to deserving students.Recipients included: Ethan Hahn from East BurkeHigh School who would be attending AppalachianState University to major in Computer Science; BrianneLockee from East Burke High School who would be10attending Western PiedmontCommunity College tomajor in Accounting;Ava Smith from JimmyC. Draughn High Schoolwho would be attendingUNC-Chapel Hill to majorin nursing and chemistry;and Hayden Wilson fromJimmy C. Draughn HighSchool, who would beattending Appalachian State Francis Paul CranfordUniversity to major in banking and finance.Francis Paul Cranford passed away in February of2015. His hope that his brother Fred, and his nephew,Eric, would always be remembered has been realizedthrough the Cranford Scholarship Endowment Fund.
Financial ReportsStatement of Financial Position2017TotalAssetsCurrent assets:Cash and equivalentsShort-term investmentsPromises to giveOther receivablesPrepaid expensesAnnuity held for saleLand held for saleTotal current assetsInvestmentsCash surrender value of life insuranceTotal 7,218,455Liabilities and Net AssetsCurrent liabilities:Accounts payableGrants payableTotal current liabilitiesNet assets:UnrestrictedDiscretionaryBoard designatedDonor advisedTotal unrestrictedTemporarily restrictedPermanently restrictedTotal net assetsTotal liabilities and net assets2016Total2017 Audit completed by Davidson, Holland, Whitesell & Co., PLLC.Financials were extracted from the annual audit.11
YEAR ENDED DECEMBER 31, 2017 COMPARATIVE 2016 TOTALSStatement of Activities2017Total122016TotalRevenues and other support:ContributionsGrantsInvestment incomeNet realized and unrealized gains on investmentsChange in cash surrender value of life insuranceIn-kind contributionsOtherNet assets released from restrictionsTotal revenues and other 212,286,124Expenses:Program servicesManagement and generalPledge cancellationsTotal expensesIncrease (decrease) in net ,1773,4281,089,4511,196,673Net assets at beginning of yearNet assets at end of te audited statements are available at the offices of the Foundation.
Financial ReportsAssets21.6 M15.7 M10.6 M8.0 M11.9 M11.7 M2010201116.2 M16.1 M2014201517.2 M12.8 M8.6 M5.4 M3.3 M2005200620072008200920122013201620.8 MGrowth of Endowment14.7 M10.1 M7.3 M201711.2 M11.1 M15.5 M15.5 M16.5 M12.0 M8.0 M4.8 M2.8 62007200820092010201120122013201420152016201713
Burke Women’s Fund Giving CircleSince 2009, the Burke Women’s Fund (BWF) ,operating under the auspices of the CommunityFoundation of Burke County, has been focused on itsmission of improving the lives of women and theirfamilies in Burke County. As of December 31, 2017,the Burke Women’s Fund had granted more than 246,025 to programs that addressed issues impactingwomen and their families.On May 6, 2017, the BWF held its annual celebrationto recognize the 2017 grant recipients. The featuredspeaker was Dr. Leslie McKesson whose topic was“gRaCE: Growing Racial and Cultural Empathy” andthe Waldensian Presbyterian Church was the hostsite for the event. The Compassionate Hearts Clinic,Oak Ridge Baptist’s church free clinic, provided anupdate on the 2016 grant that they received fromBWF to support the work of the clinic. The KitchenConnection, located in Morganton, was also recognizedfor its ongoing corporate sponsorship.Grant recipients included: Burke Literacy Council,Catawba Science Center, Center for Rural HealthInnovation, Library Foundation of Burke County,Oak Hill United Methodist Church, Oak Ridge BaptistChurch and Western Piedmont Community College.A focus grant was awarded to the City of Morgantonfor its “One Dime Blues,” Etta Baker tribute.The Burke Women’s Fund continued during 2017 togrow its endowment fund to over 130,958 ensuringthe long term vision of advancing the power ofcollective giving among Burke County women.SteeringCommitteeMembersMarsha CarverKelly HawkinsBeth HeileMolly HemstreetKelle HuffmanRexanna LowmanLisa MillerLaurie MillerJane MoodySherron PrewittLeslie RostanMary Charlotte SaffordMary Ellen WieseBurke Women’s Fund - Annual Event Speakers14From Left to Right: Mary Charlotte Safford, Dr. Leslie McKesson and Lisa Miller
Burke Women’s Fund 2017 Grant RecipientsThrough December of 2017, the Burke Women’s Fund awarded more than 246,025 in grants to programsthat addressed issues impacting women and their families.Burke Women’s Fund Endowment Balance131 K2016 110 K2015 94 K2014 91 K201381 K2012 63 K201144 K2010 40 K2009 11 K20172017 Corporate Sponsor“The need in our community is so great. By pooling our knowledge andour resources through the Burke Women’s Fund, we can truly improve thelives of women and families in Burke County.” – Pam Saunders, Owner15
Burke Youth Organized Philanthropists exists to engage and empower youth through learning and serving tostrengthen our community. – cover photoThe Community Foundation of Burke County205 North King Street PO Box 1156Morganton, NC 28680828-437-7105 Telephone828-437-0433 FaxTo learn more, visit us online www.cfburkecounty.org
Dorothy K. Ervin Endowment Fund Drew Woerner Endowment Fund Emanuel A. and Romilda P. Richard Endowment Fund Francis and Emily Grill Memorial Fund Jean Conyers Ervin Fund Marilyn Malone Gordon Endowment Fund Otto and Wynne Woerner Fund William E. and Laura Ervin Smith Fund Cemetery Maintenanc
May 02, 2018 · D. Program Evaluation ͟The organization has provided a description of the framework for how each program will be evaluated. The framework should include all the elements below: ͟The evaluation methods are cost-effective for the organization ͟Quantitative and qualitative data is being collected (at Basics tier, data collection must have begun)
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̶The leading indicator of employee engagement is based on the quality of the relationship between employee and supervisor Empower your managers! ̶Help them understand the impact on the organization ̶Share important changes, plan options, tasks, and deadlines ̶Provide key messages and talking points ̶Prepare them to answer employee questions
Dr. Sunita Bharatwal** Dr. Pawan Garga*** Abstract Customer satisfaction is derived from thè functionalities and values, a product or Service can provide. The current study aims to segregate thè dimensions of ordine Service quality and gather insights on its impact on web shopping. The trends of purchases have
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Le genou de Lucy. Odile Jacob. 1999. Coppens Y. Pré-textes. L’homme préhistorique en morceaux. Eds Odile Jacob. 2011. Costentin J., Delaveau P. Café, thé, chocolat, les bons effets sur le cerveau et pour le corps. Editions Odile Jacob. 2010. Crawford M., Marsh D. The driving force : food in human evolution and the future.
Le genou de Lucy. Odile Jacob. 1999. Coppens Y. Pré-textes. L’homme préhistorique en morceaux. Eds Odile Jacob. 2011. Costentin J., Delaveau P. Café, thé, chocolat, les bons effets sur le cerveau et pour le corps. Editions Odile Jacob. 2010. 3 Crawford M., Marsh D. The driving force : food in human evolution and the future.
