Post on 31-Jul-2020
FOR ALL THE RIGHT REASONS
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Perry Center Property Lease &
Alumni Center Project
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Proposed Location
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Long Range Timeline
CY 2015 CY 2016 CY 2017 CY 2018 CY 2019Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3
Nav
y
Environmental Assessment
Relocation Study of USNA functions from Perry Center
Relocate current USNA
functions
Relocation Planning of Current Perry Center Functions
Join
t
Lease Negotiation/Preparation
NA
AA
&F NAAA&F Center Design
Alumni Center Construction***
Lease
TODAY
EA Public
Meeting
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
AA&F President’s ReportBOT
10 December 2015
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Today’s Topics
• President/CEO Update
• Engagement Update
• Enterprise Communications
• Foundation Update
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Thank You
• Volunteer leaders
– BOT representatives
– Class Presidents
– Chapter and Community involvement
– Blue & Gold Officers
– BOT Committee Members
– AMP participants
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
USNA Alumni Association & Foundation Leadership
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
USNA Alumni Association & Foundation Leadership
Alumni Association Board of Trustees
ADM Robert J. Natter ‘67, USN (Ret.), Chair
MGEN Leo V. Williams III ‘70, USMCR (Ret.), Vice Chair
Foundation Board of Directors
VADM John R. Ryan ‘67, USN (Ret.), Chair (2006-15)
Dan Akerson ‘70, Chair (2015- )
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Awards and Accolades
2015 Educational Fundraising Award RecipientUSNA Ranked #9
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
2015 Distinguished Graduates
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Demographics of 2016 NominationsDecade Noms Rcpts 2016
30's 13 8 0
40's 30 13 3
50's 90 27 1
60's 61 21 12
70's 22 3 7
80's 3 1 1
219 73 24
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Historical Distribution (by community)
SUB 19
N Aviator 23
SWO 14
USMC 9
Other (EDO/CEC/Supply) 6
USAF 2
73
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Honor Our Fallen Heroes
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Cyber Building & Parking Facility
• 206,000 SF academic space
• SCIF classrooms and lecture space
• Co-located similar majors
• Increased project-based learning opportunities for all majors
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
USNA Alumni Association Plan 2020 Update
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Plan 2020 Objectives Overview2014 2015 Program Area
Board Composition/DiversitySteadily increase board diversity to reflect makeup of the alumni.
Organizational Development & Alumni ServicesProvide services that engage our members in support of the Mission and Vision. Sustain the Alumni Association as a high performing organization.
Membership: Numbers & ProfileBuild and sustain lifelong and meaningful relationships with increasing numbers of alumni, parents, families and friends.
Physical Plant, FacilitiesModern, low maintenance infrastructure minimum cost
Equipment & TechnologyState-of-the-art management and communications technologies to meet the demands of an increasingly IT-sophisticated membership, but not ignoring the needs of older alumni.
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Plan 2020 Objectives Overview
2014 2015 Program Area
Engagement (Strategic Communications & Outreach)More effectively engage Alumni, families and friends via strategic communication and outreach. Build and sustain lifelong and meaningful relationships Be a trusted source of information.
Relevance & Support of USNABe relevant to, and in full partnership with the Naval Academy in support of its mission. Demonstrate an understanding of Naval Academy leaders’ key concerns and needs.Engage members in support of USNA strategic imperatives.
Financial SecurityImprove financial resources to promote self-sufficiency.Enhance and preserve Alumni Association fiscal health with financial integrity, strategic budgeting and cost-effective programs.
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Board Composition/DiversityCY10 CY13 CY15
Ave Age 66 56 56M/F ratio 28/0 25/3 23/5
Accomplishments: • Trustee demographics continues to improve; Classes
represented includes 3 Trustees from Millennial Generation (McCarthy ‘00, Lane ‘02, Cameron ’12)
• Regional/Chapter Trustee turnover has introduced younger alumni volunteering their service
• Female Membership improving - Chapter, Class, Regional, and Appointed positions represented
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Board Composition
Decade 2013 2014 2015
50’s 2 2 2
60’s 5 4 3
70’s 8 9 9
80's 7 4 5
90's 4 7 6
00's 1 1 2
10’s 1 1 1
Demographics of Board Composition:
* millennials include MAJ Murph McCarthy ‘00 (00 decade rep) , Liam Lane ‘02 (SF Chapter) and 1LT Ian Cameron (10’s decade rep)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Equipment & Technology• Objective: State-of-the-art management and communications technologies to meet the demands
of an increasingly IT-sophisticated membership, but not ignoring the needs of older alumni.
Vehicles FY14 FY15 FY16(as of 30 Nov)
WaveTops (distro/open rate) 52K/29% 53K/33% 54K/31%
www.usna.com(unique users/page views)
192K/1.1M 225K/1.2M 95K/618K
Facebook Followers 11,128 16,134 16,664
Facebook Engagement 162K 169K 104K
YouTube Views 190K 180K 93K
LinkedIn Followers 1,154 1,405 1,470
Twitter Followers n/a 687 1,037
Mobile App Installs (cumulative)
45K 63K 81K
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Information Technology• Implementing customer relationship management (CRM) system for
alumni engagement management and fundraising operations.– Significantly reduces manual processes for alumni engagement and gift processing
– Replaces web technology to become integrated with the CRM suite and more mobile responsive
– ON budget; AHEAD of schedule; Better Capability than originally planned; with Minimal Risk
• Payment Card Industry Data Security Standard 3.1 compliant in Nov.– Employed external Qualified Security Assessor to validate compliance level
– Validates the security of credit card transactions
• Volunteer Leader IT Tools– Several enhancements to Alumni Lookup, e-mail capability, system performance, and added social
media login
– Rolling out simple WordPress website capability (http://usnaaasiteadmin.net/)
• Deployed or in development 5 Chapters, 6 Classes, 1 Parent Club.
• Thanks to Steve Clark Hall ‘75, Western Region Trustee and Karen Hurst, Tampa Bay Parent’s Club
– Working with several Classes to develop website archival plans
– Conducted 1st ever IT tools webinar with approx. 50 participants
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Relevance & Support of USNA
AA&F Strategic Planning Process
USNA Strategic
Plan 2020
• Op Plan Development / Alignment
• Resource requirements
• Budget development
• SLT Plus-Facilitated Off-sites
• Budget submission – JFAC Board
• USNA SLT participation
• AA&F Guiding Principles
• Campaign Support
AA&F Plan 2020
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
FY15 Financial Security
FY 2015 FY 2014Change
(FY15 – FY14)
Total Assets $257 M $247 M + 4.0%
Investments $215 M $213 M + .9%
Liabilities $29 M $29 M - %
Net Assets $228 M $218 M + 4.6 %
Contributions $36.6 M $36.4 M + .5 %
Annual Fund $10.9 M $9.7 M + 12.3 %
Support to USNA $18.7 M $23.2 M - 19.4 %
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
How Did We Do in FY 15?
• Good year despite lackluster investment performance
• Contributions at pace with FY 14
• No debt
• Budget surplus of $2.8M
• Clean audit with no management comments
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Successes
• Class Giving• HFH event planning & participation• DGA Submissions & Recognition• ALITC support• Parent Club Support / membership
Growth
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Challenges• Campaign• Alumni Connectivity / Communication • AMP Participation• Shared Interest Groups• Young Alumni Engagement (0-5 year)• Continued parent/grandparent
involvement and participation after graduation
• Co-location of AA&F planning
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
• 12 December: Navy Football vs Army
• 18 December: Blue Chip Dinner, Dallas
• 28 December: Military Bowl vs Pitt in Annapolis
• 09JAN: Army-Navy Hockey. MSG NYC
• 23JAN: Army-Navy M/W Bball MSG NYC
• 15APR: BOD
• 15/16APR: A&SP Dinner/Mtg
• 12/13MAY: AA BOT
• 23-27MAY: Commissioning Week– 24/25 Blue Angels
A Look Ahead
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Alumni Association Operations
Bill Dawson ’82
EVP Engagement
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
10 months on the job…
• On the road
• What do you need from the AA?
• There’s energy to be tapped
• Finding/encouraging volunteers
• Recognizing superior efforts
• Spreading the message
• Supporting the USNA mission
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Engagement in Action
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
What is Engagement?
Membership
Participation
Reachable
Communication
Volunteers time & talent
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
What does an “Engaged” Class look like?
• Involved Leadership Team
• Consistent, inclusive event planning and coordination
• Good governance (documented)
• Succession planning
• Partnership with local AA Chapter, Parents Clubs & BGO network
• USNA Admissions Outreach Support
• Support USNA Sports / ECAs
• Financially stable and involved with support for USNA
• Good Comms (FB, Web, other social media…)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
What does an “Engaged” Chapter look like?
• Leadership Team that represents our Alumni– Involved, energetic, inclusive leadership
• Carrying forward the USNA message– Inclusive events: Time/location/message
– Admissions Outreach: BGO Support, STEM, Summer Seminar
– Tuned in to USNA sports and ECA’s (home/away)
– Hosting enabling events (SABP, Networking, Founder’s Day…)
• Support the local Parent Club and BGO’s
• Encouraging membership growth
• Good Comms (FB, Web, usna.com)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Plan 2020 Objectives Overview2014 2015 Program Area
Board Composition/DiversitySteadily increase board diversity to reflect makeup of the alumni.
Organizational Development & Alumni ServicesProvide services that engage our members in support of the Mission and Vision. Sustain the Alumni Association as a high performing organization.
Membership: Numbers & ProfileBuild and sustain lifelong and meaningful relationships with increasing numbers of alumni, parents, families and friends.
Physical Plant, FacilitiesModern, low maintenance infrastructure minimum cost
Equipment & TechnologyState-of-the-art management and communications technologies to meet the demands of an increasingly IT-sophisticated membership, but not ignoring the needs of older alumni.
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Plan 2020 Objectives Overview
2014 2015 Program Area
Engagement (Strategic Communications & Outreach)More effectively engage Alumni, families and friends via strategic communication and outreach. Build and sustain lifelong and meaningful relationships Be a trusted source of information.
Relevance & Support of USNABe relevant to, and in full partnership with the Naval Academy in support of its mission. Demonstrate an understanding of Naval Academy leaders’ key concerns and needs.Engage members in support of USNA strategic imperatives.
Financial SecurityImprove financial resources to promote self-sufficiency.Enhance and preserve Alumni Association fiscal health with financial integrity, strategic budgeting and cost-effective programs.
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Alumni Services:- Accomplishments
- Increase in Alumni engagements, AAC events-SACC growth- Reunion participation & support - Steady Improvement to Major events
- HFH, ALITC, COCP, PCOC, ICOF- Brigade interaction (MAG/UK/Events)
- Challenges- Reachability -Alumni demographics support (e.g., Travel- Institutionalizing AMP- CRM go-live
Organization Development:
- Accomplishments- Budgeting process in support
of Strategic Objectives- Renewed Focus on
Quantitative Metrics - Class/Chapter/Parent Club
IT Support
- Challenges- Volunteer “Bench Strength”- Bobbi Collins departure- Shared Interest Groups- Chapter & Club quality
awards program
Organizational Development & Alumni Services
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Membership %
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
80.00%
90.00%
100.00%
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
New Parent Membership (2019 vs 2016) up 66% Focus Area… Parents, Grandparents and Friends
11/30/12 11/30/13 11/30/14 11/2/15
Living Grads 55,258 55,780 56,310 56,784
Alumni Life 47,318 48,232 49,031 49,648
Alumni Annual 724 635 595 535
Total Alumni Mbr 48,042 48,867 49,626 50,138
(86.9%) (87.6%) (88.1%) (88.3%)
Parent life 1,107 1,184 1,316 1,451
Parent Annual 1,319 1,457 1,517 1,542
Total Parents 2,426 2,641 2,833 2,993
Total Members 58,268 59,520 60,505 61,371
Membership Numbers & Profile
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
11/30/201211/30/201311/30/2014
11/2/201
5
ALUMNI LIFE MEMBERS 47,299 48,282 49,031 49,648
Widow life members 4,065 4,185 4,283 4,402
Assoc. LM friend 288 291 294 302
Assoc. LM Parent 1,108 1,184 1,316 1,451
Mid Life members 3,279 3,301 3,297 3,329
TOTAL LIFE MEMBERS 56,039 57,243 58,221 59,132
ALUMNI ANNUAL MEMBERS 718 635 593 535
widow annual members 60 48 50 37
Parent annual members 1,313 1,457 1,517 1,542
other associate members 122 135 124 125
TOTAL ANNUAL MEMBERS 2,213 2,275 2,284 2,239
TOTAL MEMBERS (ALL) 58,252 59,518 60,505 61,371
Membership Numbers (Cont)
“Do the math Dawson…”
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Parent Membership Growth
346
402452
534
667
0
100
200
300
400
500
600
700
2015 2016 2017 2018 2019
# Parents Members
20% Annual Growth
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Reunions Hosted in 2015
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Reunion Participation (2010 – 2015)2010 2011 2012 2013 2014 2015
Reunion Year Class Total Class Total Class Total Class Total Class Total Class Total
Reunion Year Ave
75 0 0 1947 48 1937 40 0 0 1939 88 1935 1 75 3570 1940 51 1942 102 1943 42 0 0 1945 95 1940 17 70 6165 1945 160 1947 200 1947 247 1948 120 1949 101 1950 153 65 17260 1950 314 1951 0 1952 240 1953 280 1954 175 1955 143 60 17455 1955 361 1956 320 1957 450 1958 477 1959 412 1960 380 55 38550 1960 750 1961 737 1962 811 1963 885 1964 886 1965 672 50 77145 1965 520 1966 680 1967 695 1968 613 1969 583 1970 708 45 63740 1970 776 1971 421 1972 757 1973 817 1974 725 1975 842 40 70435 1975 580 1976 550 1977 550 1978 644 1979 540 1980 625 35 56930 1980 829 1981 736 1982 730 1983 872 1984 765 1985 964 30 80525 1985 928 1986 963 1987 833 1988 444 1989 790 1990 772 25 85720 1990 614 1991 1069 1992 557 1993 1200 1994 831 1995 863 20 78715 1995 350 1996 240 1997 443 1998 415 1999 496 2000 418 15 38910 2000 517 2001 227 2002 277 2003 411 2004 282 2005 471 10 3555 2005 125 2006 174 2007 237 2008 427 2009 315 2010 312 5 233
6875 6467 6909 7605 7084 7340 6935
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Unreachable %
0
5
10
15
20
25
30
35
40
19
40
19
42
19
44
19
46
19
48
19
50
19
52
19
54
19
56
19
58
19
60
19
62
19
64
19
66
19
68
19
70
19
72
19
74
19
76
19
78
19
80
19
82
19
84
19
86
19
88
19
90
19
92
19
94
19
96
19
98
20
00
20
02
20
04
20
06
20
08
20
10
20
12
20
14
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
STEADY GROWTH
ON BUDGET
AMP Update
FULLY FUNDED
SATISFIED USERS
UPGRADED PLATFORM
NEXT STEPS
Comfortably under budget to date≈ $50 Thousand for 2015
Fully funded for 25+ years≈ $1.9 Million through 2038
1,071 Total Participants (at 12/01/15)
• 445 Active matches/8 pending• About 12 adds per month
Favorable participant feedback• Delivering benefits & value
Upgraded system to 2.0 in 2015
Continue to grow, operate & improve
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
14271396
1431
1664
1730
1953
1000
1200
1400
1600
1800
2000
2200
2010 2011 2012 2013 2014 2015
SACC Service Academy Candidates
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
704
590
644
788
744
896
400
500
600
700
800
900
1000
2010 2011 2012 2013 2014 2015
SACC USNA Candidates
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
306 304 306
330341
346
200
220
240
260
280
300
320
340
360
380
400
2010 2011 2012 2013 2014 2015
SACC Service Academy Companies
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Another Link In The Chain
‘65 at 2015’s graduation Commitment Dinner 17/67
I-Day 19/69Herndon Climb 18/68
Ring Dance 16/66
On Deck ‘70
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Physical Plant, Facilities
Recent projects:
• Electrical upgrades – Ogle complex
• Landscaping – Ogle complex
• Repairs to chiller plant – Ogle
• Brickwork leaks sealed – Ogle Taproom
Upcoming:
• Gutters and roof repairs Ogle complex
• Kitchenette remodel 49 House
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Kristen PironisExecutive Director
Enterprise Communications
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Enterprise Communications
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Connectivity / Communication
• Quiet/Principal Gift Phase Phase of Campaign
• Alumni contact information updates
• Keeping the Alumni informed through Shipmate, Wavetops, From the Bridge, www.usna.com etc.
• Comms Committee IT survey, results and progress
• Volunteer leadership focus groups for Shipmatesurvey; online quantitative survey closed 4 December
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Shipmate
Then… and Now…
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Boeing Partnership2015CAPT Sunita Williams ’87LCDR Mark Tedrow ‘04David Robinson ’87ENS Joe Cardona ‘15LT Mitch Harris ’08, USNRMontel Williams ‘80
2014President Jimmy Carter ‘47Roger Staubach ‘65CAPT Wendy Lawrence ’81, USN (Ret.)CAPT Tom Frosch ‘92CAPT Chris Cassidy ’93Billy Hurley ‘04LT Brad Snyder ’06, USN (Ret.)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
In Case You Missed It
Social Media Tools
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
What’s Next?
• Initiatives
– Shipmate survey
– www.usna.com redesign post-CRM
• Your help
– Use/share communications tools
– Provide feedback – survey and otherwise
– Be informed, ask questions
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Bill O’ConnorExecutive Vice President
Development
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Development Update
• Class Giving
• All Academy Challenge
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Classes Starting Projects During Campaign
* Fundraising began March 2012
Class ComponentsRaised
(Thousands) Goal
1958 Larson Leadership Award, AF $ 129
1959 Donovan Leadership Fund, Cyber, AF $ 154
1966* Cyber, Athletics Programs, AF $ 2,518
1967 Cyber, Leadership, Athletic Excellence, AF $ 1,778
1968 Leadership Instructors, Athletic Excellence, Chapel Doors, AF $ 663
1969* Alumni Mentoring Program, AF $ 1,634
1975 Stockdale Center, CAE, AF $ 721
1976 Cyber, Athletic Excellence, AF $ 782
1977 Leadership, Athletic Excellence, AF $ 1,207
1978 Stockdale Center, STEM, Athletic Excellence, AF $ 855
1979 Trident Scholar Program, Athletic Excellence, AF $ 353
1986* Stockdale Center, Mexican Monument, AF $ 637
Started this year
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Classes Starting Projects During Campaign
Class ComponentsRaised
(Thousands) Goal
1987 Leadership/Ethics, STEM, AF $ 365
1988 Cyber, Experiential Leadership Development, Athletic Excellence, AF $ 214
1989 Cyber, Athletic Excellence, AF $ 89
1995 International Programs, Athletic Excellence, AF $ 212
1998 Cyber, International Programs, Athletic Excellence, AF $ 198
2004 Cyber, AF $ 105
2006 Leadership/Ethics, AF $ 123
2007 International Programs, AF $ 89
2012 First Gift, AF $ 169
2013 First Gift, AF $ 111
2014 First Gift, AF $ 91
2015 First Gift, AF $ 54
Grand Total $ 13,251
Up 15% since AprilStarted this year
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
50th Reunion Classes Leading the Way
Class ComponentsRaised
(Thousands)
1961 Leadership Education Chair, USNA Support, AF $ 1,242
1962 Resident Ethics Fellow, Ripley Portrait, AF $ 1,243
1963 ‘63 Center for Academic Excellence, AF $ 3,612
1964 Ethics Integritas Project, A&SP Scholarships, AF $ 3,167
1965 Distinguished Chair Ethics, Athletic Excellence, Stadium Goat, AF $ 2,963
1966 Cyber, Athletics Programs, AF $ 2,518
1967 Cyber, Leadership, Athletic Excellence, AF $ 1,778
1968 Leadership Instructors, Athletic Excellence, Chapel Doors, AF $ 663
1969 Alumni Mentoring Program, AF $ 1,634
Grand Total $ 18,820
Average of $2.1M per class
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
• The 0’s – ’60, ‘70, ’80, ’90, ’00 plus ‘08 during CY 16
– ’60 has volunteered to do a 60th Reunion Gift Project
– ’08, the inaugural First Gift Class, will start their final push toward their 10th Reunion Gift
• The 1’s – ‘71, ‘81, ‘91, ’01, plus ’09 during CY 17 – Training next spring after COCP
Classes Up Next
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
3rd Annual All Academy Challenge
• Tentative - June 1-7, 2016 alumni participation fundraising competition between Navy, Army, Air Force, Coast Guard and Merchant Marine (new participant in 2016)
– All gifts greater than $5 to any fund counted; received by any means (online, mail, phone)
– Institution with the greatest alumni participation wins (CG in 2015)
• 2015 Results – A Multi-channel, Enterprise-wide fundraising effort that:
– Raised about $2 million including $1.5 million in major gifts
– Increase of $200 thousand in non-major gifts over 2014
– Increase from 1,540 to 2,464 donors, nearly 1,000 more than 2014
– Acquired about 200 new donors, similar to 2014
– Good News Story: reacquired 770 lapsed donors, about 250 more than 2014
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Questions?
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
Treasurer’s Report
Hank SanfordChief Financial Officer
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
66
Year End Summary Strong Year!
• Carried by contributions
• Despite lackluster unrealized investment Income
Budget
• Best ever Annual Fund
• Other revenue exceeded budget estimates
• Expenses driven by campaign investments – CRM,
consultants, fully staffed
Result
• 2 consecutive years of substantial budget surpluses
• Strong financials – met or exceeded Board standards
• Fully mission capable
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
FY 15 Fiscal Targets…
Metric Target 6/30/2015
Composite Financial Index 5-10 6.63
Unrestricted Net Assets
> 18 Months of
Operating
Expense
16.4 Months
Operating Reserves
= 25% of
Operating
Expense
29.3%
**
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
FY 15 vs. FY 14
($ Million) FY 15 FY 14 Over/(Under)
Net Assets $227.5 $218.1 $9.4
Contributions $36.6 $36.4 $.2
Annual Fund $10.9 $9.7 $1.2
Investment
Income $1.9 $23.1 ($21.2)
Support to USNA $18.7 $23.2 ($4.5)
Budget Surplus $2.8 $3.0 ($.2)
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
10 Year Investment Performance6/30/2006 – 6/30/2015
69
Average Annual Return
Number of Yearswith Best Return
Navy 6.66% 5
Army 6.37% 3
Air Force 5.51% 2
UNITED STATES NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION
FY 16 Looking Ahead…
• Good Start
• Overall Contribution Revenue
• Challenges Annual Fund
Investment Income
Contribution Momentum