will - Community Foundation of Utah - Home · CALL FOR INVESTMENT* Venture Philanthropy Utah 2or.S...
31
CALL FOR INVESTMENT* Venture Philanthropy Utah 2or.S - DO NOT EXCEED ONE PAGE Organization Name: Alzheimer's & Dementia Society Organization Type: Non-Profit One line pitch:U,rg relieve suffering of caregivers and people with dementia by providing pesonalized support, education, and cognitive stimulation. I55UE What is the social oroblem beino solved? The stigma assosiiated with Alzh-eimer's and dementia and the suffering of their caregivers which can lead to burnout. How are you solving it? We provide dememtia activity classes. These bring Alzheimer's clients together to reduce the stigma and loneliness associated with the disease, as well as provide respite for their caregivers to lessen the likelihood of burnout. TARGET MARKET Who will benefit? Alzheimer's clients and their caregivers. Your competitive advantage: We are the only organization in this area that provides the types of classes and programs that we do. Because we live in an area with over 19% senior population, programs addressing Alzheimer's becomes increasingly more valuable. ORGANIZATIONAL CAPACITY Relevant leadership experience: The Executive Director worked for 12 years as a Theraputic Recreation Technition, 10 years of experience in the field of dementia care, including being a regional manager and state-wide education coordinator. Sustainability Plan: We are sustained through generous donations, grant funding, program fees, and fundraising events. Annual Organizational Operating Budget: $ aa,ZOO.St Annual Operating Budget for this Strategy: s iection for the IMPACT Gain/ (Loss) Requested lnvestment: 15,000 Use of lnvestment: Scholarship program for Memory Classes and institution of new adult daycare Contact: NameLuAnn Lundquist Email [email protected] Phone 435-319-0407 Location: St. George, UT # Employees: 4 Yearfounded: 2012 lndustry: Non-Profit Website: alzsociety.com Managementteam: LuAnn Lundquist Siena Hughes Ashley Beck Renon Anderson Advisors: Lawyer: Accountant: Hinton Burdick Board I Other: Teni Koenig, Gerontologist Susan Ann Stauffer, PhD Nick Lang, CPA Jenny Jones, JD Current lnvestors in this project: N/A Referred Bv: Community Foundation of Describe specific impact on target market: 25 individuals (adult daycare) 70 individuals, plus their caregivers (Early Stage Memory Loss Class) 12 individuals (Memory Aetivity Class) Metrics used to measure impact: Program outcomes are measured quarterly. Current Year Year r Year z Year 3 Donations 28,662.66 Other Revenue 28,001 .10 Total Revenue 56,663.76 Total Expenses 18,397.25 38,266.51
Transcript of will - Community Foundation of Utah - Home · CALL FOR INVESTMENT* Venture Philanthropy Utah 2or.S...
CALL FOR INVESTMENT* Venture Philanthropy Utah 2or.S - DO NOT EXCEED ONE PAGE
Organization Name: Alzheimer's & Dementia Society
Organization Type: Non-ProfitOne line pitch:U,rg relieve suffering of caregivers and people with dementia by providing
pesonalized support, education, and cognitive stimulation.
I55UEWhat is the social oroblem beino solved?The stigma assosiiated with Alzh-eimer's and dementia and the suffering of theircaregivers which can lead to burnout.
How are you solving it?We provide dememtia activity classes. These bring Alzheimer's clients together toreduce the stigma and loneliness associated with the disease, as well as provide respitefor their caregivers to lessen the likelihood of burnout.
TARGET MARKETWho will benefit?Alzheimer's clients and their caregivers.
Your competitive advantage:We are the only organization in this area that provides the types of classes andprograms that we do. Because we live in an area with over 19% senior population,programs addressing Alzheimer's becomes increasingly more valuable.
ORGANIZATIONAL CAPACITYRelevant leadership experience:The Executive Director worked for 12 years as a Theraputic Recreation Technition, 10years of experience in the field of dementia care, including being a regional manager andstate-wide education coordinator.
Sustainability Plan:We are sustained through generous donations, grant funding, program fees, andfundraising events.
Annual Organizational Operating Budget: $ aa,ZOO.StAnnual Operating Budget for this Strategy: s
iection for the
IMPACT
Gain/ (Loss)
Requestedlnvestment:15,000
Use of lnvestment:Scholarship program forMemory Classes andinstitution of new adult daycare
Contact:NameLuAnn LundquistEmail [email protected] 435-319-0407
Location:St. George, UT
# Employees:4Yearfounded:2012lndustry:Non-Profit
Website:alzsociety.com
Managementteam:LuAnn LundquistSiena HughesAshley BeckRenon Anderson
Advisors:
Lawyer:
Accountant:Hinton Burdick
Board I Other:Teni Koenig, GerontologistSusan Ann Stauffer, PhDNick Lang, CPAJenny Jones, JD
Current lnvestors in thisproject:N/A
Referred Bv:Community Foundation of
Describe specific impact on target market:25 individuals (adult daycare)70 individuals, plus their caregivers (Early Stage Memory Loss Class)12 individuals (Memory Aetivity Class)
Metrics used to measure impact:Program outcomes are measured quarterly.
Current Year Year r Year z Year 3
Donations 28,662.66
Other Revenue 28,001 .10
Total Revenue 56,663.76
Total Expenses 18,397.25
38,266.51
CALL FOR INVESTMENT – Venture Philanthropy Utah 2015 - DO NOT EXCEED ONE PAGE
Organization Name: Organization Type: One line pitch:
ISSUE
What is the social problem being solved?
How are you solving it?
TARGET MARKET
Who will benefit?
Your competitive advantage:
ORGANIZATIONAL CAPACITY
Relevant leadership experience:
Sustainability Plan:
Annual Organizational Operating Budget: $ Annual Operating Budget for this Strategy: $ Budget Projection for the strategy (table below):
Current Year Year 1 Year 2 Year 3
Donations
Other Revenue
Total Revenue
Total Expenses
Gain/ (Loss)
IMPACT
Describe specific impact on target market:
Metrics used to measure impact:
Requested Investment:
Use of Investment:
Contact:
Name Email Phone
Location:
# Employees:
Year founded:
Industry:
Website:
Management team:
Advisors:
Lawyer:
Accountant:
Board / Other:
Current Investors in this project:
Referred By:
0
0
$10,000$100,000
10,00050,000
$50,000
0
0
0
0
0
0
0 0
100,000 10,000
0 0 0
Axis Development, LLC
Limited Liability Company
CREATE STEAM: Cultural, Recreation, Art, Technology and Entertainment District to support Science, Technology, Education, Arts and Math: Community-based, Collaborative Planning of SL Tech District.
Lack of technology district in downtown Salt Lake City, urban blight, homelessness, engineering shortage, inability to train workers quickly to meet changing technology needs, need to integrate rural communities into urban technology jobs, poor health.
Axis Development is using an "open source", community-based (not government), collaborative approach to design a new neighborhood tech district in the Granary District. The technology community is coming together to help design and plan the district.
Rural communities that lack technology opportunities; technology companies that need collaborative environment to work together; young techies who want to live, work, learn and play in a collaborative space; homeless who need to be embraced into a community.
We are combining tech experts with real estate experts. We will be first major Utah redevelopment project to include technology, culture, education, health and wellness into urban design. We are using the community to build the community. Plus it's really cool!
Current and former top executives from Technology, Banking, Finance, Government, Construction, Urban Design, and Law.
This is a short-term project that will not require long-term funding. The plan will be implemented by the technology and real estate communities. We are supporting Salt Lake City and the development community to implement on specific projects.
TBDTBD
CREATE STEAM will create jobs for urban and rural communities, redevelop a blighted area, set a new bar for including technology, sustainability, education, health and wellness into urban design.
We will be able to measure the effectiveness of the plan by the number of dollars contributed to real estate development and business investment in the Granary District. For example, Google Fiber is providing infrastructure to support the plan.
$50,000
Convening Community Forums, Urban Design Planning
Thor [email protected]
Salt Lake City
0
2014
Technology/Real Estate
SaltLakeSTEAM.org
Nick Baguley, Joel McKay Smith, Peter Corroon, Thor Roundy,
John Seastrand
Thor Roundy, Peter Corroon
Nick Baguley, Mark Bond, Chris Corroon, Peter Corroon, Karl Farnsworth, Thor Roundy, Joel McKay Smith, Troy Thompson
See Board
Nick Baguley
Organization Name: Caribbean Pacific Foundation
Organization Type: Non Profit 5013C One line pitch: STEM MOBILE is a portable science, robotics and engineering lab that does school
WOW assemblies, walk through tours and afterschool hands on projects, inspiring students about Science, Technology, Engineering and Math fields. ISSUE Poverty cycles among students in immigrant, ESL and ultra-low income families occur when students do not know they can choose, like, or experience work in higher paying job fields such as STEM careers. In many of these families, (1 out of 4), the parents or parent work long hours in low paying jobs, so the student does not have modeled that there are options for them personally through STEM education.
The STEM MOBILE program takes STEM Watch Observe and hands on Working displays and school assemblies directly to elementary through high school students. Taught in English, Spanish and Tongan, the program promotes the message “Science and Engineering is cool!” and “YOU can do it!”
TARGET MARKET All students will benefit from the STEM MOBILE message and experience. However, the program is designed to be particularly motivational for the Utah Latino and Polynesian immigrant students or poverty cycle students through culturally diverse staffing of STEM MOBILE.
The programs advantage is the mobile ability to travel and go to multiple schools with needs
and support STEM afterschool programs for schools and other organizations such as 4H. The STEM
MOBILE working displays of 3D printing, micro machining, laser machining, composite vacuum
infusion, robotics and real world science and humanitarian projects will astound and inspire students.
ORGANIZATIONAL CAPACITY
The Project Initiative Leader, Chelsie Kraczek, is a bilingual business student at UVU with more than
3000 hours of service and service leadership. Her commitment to the education of children is seen by
her year of preparation and service to children in orphanages in India through the YMAD organization
and from serving for 18 months in Pueblo Mexico, working with many families in poverty, teaching
them how to move out of the poverty cycle. She is supported by Johnny Kraczek, an international
scientist and engineer who developed OECS technology and assists composite educational program at
SLCC; Luis Antola an international government advisor; a culturally diverse team of technicians from
Caribbean Pacific Foundation; as well as students and faculty at UVU, U of U, USU, and SLCC.
Once launched this program will acquire funding from Utah Department of Work Force
Services - STEM initiative - after school programs, as well as assembly fees from local school districts,
Federal and State STEM grants and ongoing corporate donations.
IMPACT
STEM MOBILE program will present assemblies to 120,000 Utah students each year. Approximately
3000 students will participate in STEM after school and summer camps annually.
Metrics include counting the number of students presented to and the key metric is a measurable
increase in STEM interested graduates leaving high school.
Requested
Investment: $25,000 to
$150,000
Use of Investment: Complete development of demonstrations/lessons, training for student and community volunteers for STEM MOBILE. Set up STEM Mobile exhibit bus and teaching trailer.
Contact:
Chelsie Kraczek
ChelsieKraczek@CaribbeanP
acificFoundation.org
385-275-9581
Location: Sandy Utah
# Employees: 10 (Active
Volunteers)
Year founded: 2013
Industry: International
Economic Development and
Education
Website: CaribbeanPacificFoundation.org
Management team: Luis C. Antola President,
Johnny Kraczek CTO
Paul Freeman COO
Dmitry Kolodazgney Treasurer Chelsie Kraczek STEM MOBILE
Initiative Leader
Advisors: Thomas Volbreck, Carlos Fida,
Paul Thornley, David Langi
Lawyer: Luis Antola (Acting)
Accountant: Dmitry
Kolodazgney CPA
Board / Other: Carlos Fida,
Luis Antola, Andreas Haupt,
Johnny Kraczek, Paul Freeman,
Marcia Barrett, Joshua
Goldberg, Claudio Peri
Current Investors in this project: Luis Antola, Johnny
Kraczek, Chelsie Kraczek Referred By: Alexandra Eaton
Current Year Year 1 Year 2 Year 3
Donations 3,000 & 10K(WIK) 50,000 200,000 250,000
Other Revenue 300,000 300,000 200,000
Total Revenue 3000 350,000 500,000 450,000
Total Expenses 3000 300,000 400,000 400,000
Gain/ (Loss) 0 50,000 100,000 50,000
CALL FOR INVESTMENT – Venture Philanthropy Utah 2015 -‐ DO NOT EXCEED ONE PAGE Organization Name: Fit To Recover (FTR) Organization Type: 501c3 One line pitch: FTR is a holistic & hip gym/community center for recovering addicts that will be first to market with a science-‐supported, delicious & nutritious energy bar that everyone can enjoy, and that is uniquely formulated to nourish people in recovery from drugs & alcohol. ISSUE What is the social problem being solved? Helping 56,433 Salt Lake County residents, 135,450 Utahns, and 23 million Americans maintain recovery from drugs and alcohol. How are you solving it? FTR’s holistic approach to recovery includes fitness, creative expression, nutrition and a supportive community for our primarily youthful (18-‐39) clientele. Our nutrition arm, Food To Recover, will formulate and market a unique Recovery Bar that serves our clients and creates a new revenue stream to sustain and further our mission. TARGET MARKET Who will benefit? Those in recovery from drugs and alcohol who seek to avoid high-‐sugar, caffeinated nutritional supplements that can trigger recidivism. There are healthy energy bars on the market, but none formulated specifically for our target market. Your competitive advantage: Our recovery bar will be first to market and distributed to multiple treatment centers, gyms, and the public on-‐line and in groceries. A major hub in the Salt Lake Recovery Community, FTR knows both nutrition needs (Food To Recover registered dietitians) and the myriad strategies needed to maintain recovery (FTR at large). The face of recovery at FTR is young & aspirational, which our marketing will reflect. Directed by a dynamic team with diverse expertise and shared passion, FTR received the 2015 Community Impact Award from the SBA-‐funded SCORE Association from a pool of 1,500 clients. ORGANIZATIONAL CAPACITY Relevant leadership experience: FTR Founder/CEO Ian Acker is a certified trainer, with a BS in Business and 4 yrs. in recovery. Stephanie Roque, Registered Dietitian/product formulator-‐ 2 yrs. experience. Doug McNeil, owner tax/accounting/business appraisal firm-‐ 27 yrs. Christy Thane, investment bank risk adjuster-‐ 10 yrs. Steve Acker, Ohio State University research faculty-‐ 25 years. Suzanne Acker, non-‐profit Marketing/Development director-‐ 20 yrs. Sustainability Plan: 50% of current revenue is fee-‐for-‐service from Salt Lake Treatment Centers, membership dues, and events. Our crowdfunding expertise (3 successful FTR campaigns raising $49,000 in one year) and positive cash flow by 2018 from our recovery bars (even excluding donations) will sustain Food To Recover and help expand Fit To Recover. Annual Organizational Operating Budget: $175,000 (2015) Annual Operating Budget for this Strategy: $45,000 (2016) Budget Projection for the strategy (table below): 2015 2016 2017 2018 Donations Market 30,000 10,000 5,000 Other Revenue Analysis 15,000 30,000 50,000 Total Revenue Year 45,000 40,000 55,000 Total Expenses 40,000 35,000 40,000 Gain/ (Loss) 0 5,000 5,000 15,000 IMPACT Describe specific impact on target market: Good nutrition is an anchor for those in recovery and plays an active role in helping individuals in recovery avoid recidivism. Metrics used to measure impact: In 2016, we will present our recovery bars to at least 1,000 individuals at 20 treatment centers, two grocery stores, our web storefront, events, and at the FTR gym and community center. We will track sales and repeat customers within market sectors, and collect interview data from consumers in recovery.
Requested Investment: $25,000 Use of Investment: Formulate, produce, certify, package, and market energy bars customized for those in recovery from drugs and alcohol. Contact: Name: Ian Acker Email: [email protected] Phone: (801) 410-‐8988 (614) 975-‐5689 (c) Location: 789 W 1390 S Salt Lake City, UT 84104 # Employees: 2 full time, 4 part time, 10 volunteer. Year founded: 2014 Industry: Health/addiction recovery Websites: fit2recover.org food2recover.blogspot.com Management team: Ian Acker, CEO Christy Thane, Operations Steve Acker, Research Suzanne Acker, Development Stephanie Roque, Food To Recover Advisors: Doug McNeil, Finance Lawyer: Aaron Garrett Accountant: Matt Roberge Board / Other: Jennifer Carlson (Board) MaryJo McMillen (Board) Zach Scott (Board) Micah Woodworth (Board) Current Investors in this project: Referred By: Alex Eaton
CALL FOR INVESTMENT – Venture Philanthropy Utah 2015 - DO NOT EXCEED ONE PAGE
Organization Name: Organization Type: One line pitch:
ISSUE
What is the social problem being solved?
How are you solving it?
TARGET MARKET
Who will benefit?
Your competitive advantage:
ORGANIZATIONAL CAPACITY
Relevant leadership experience:
Sustainability Plan:
Annual Organizational Operating Budget: $ Annual Operating Budget for this Strategy: $ Budget Projection for the strategy (table below):
Current Year Year 1 Year 2 Year 3
Donations
Other Revenue
Total Revenue
Total Expenses
Gain/ (Loss)
IMPACT
Describe specific impact on target market:
Metrics used to measure impact:
Requested Investment:
Use of Investment:
Contact:
Name Email Phone
Location:
# Employees:
Year founded:
Industry:
Website:
Management team:
Advisors:
Lawyer:
Accountant:
Board / Other:
Current Investors in this project:
Referred By:
1,000,000
200,000
500,000-
250,000-
300,000
1,200,000
1,250,000
1,000,000
250,000
2,000,000
1,600,000
250,000 400,000
300,000 500,000
- - 50,000
Positive IQ Foundation
Non-Profit
A scientific approach to a positive workplace, which results in increased sales, productivity, engagement, retention and workplace satisfaction using Positive IQ's proprietary methodology.
Sales are 37% higher, productivity increases by 31% and employees are 3x more engaged when trained in positive techniques. Positivity is not completely pre-determined by genetics or environment; research validates it can be improved through training.
We are developing positivity research tools and a corporate training program. Some of the tools we are creating include an employee assessment, online data dashboard, and employee training programs that will create a more positive workplace.
Businesses and their employees will benefit. Positivity results in greater personal growth, engagement, workplace satisfaction, productivity, retention, and revenue. Training programs for corporations will be our sustainable funding source for future programs.
Positive psychology is a relatively young field, with very few entrants into the corporate training and research realm. Further, there is practically none employing evidence-based approaches with the research emphasis on effectiveness and efficiency.
Heather Van Duker, MS, has overseen 250+ projects. Catharine Sparks, MSc, has 6 years project and program management, and Micheal D. Sears, PhD, has 6 years research experience.
We are establishing a funding source through corporate research and training programs, which will fund our future efforts for individual personal development programs.
300,000200,000
The results of our program will be "great jobs" and "great employees." Employees will experience personal growth, higher workplace satisfaction & engagement. These result in increased sales, 14.9% higher retention, and customer satisfaction outcomes.
Workplace satisfaction, employee engagement, retention, sales, productivity and customer satisfaction.
$43K
Hard costs for client research to optimize effectiveness, reach & pricing.
Heather Van [email protected] x165
9950 S 300 W, Sandy, UT
6
2013
Positive Psychology
positiveiq.com
Heather Van Duker, Cathi Sparks, Micheal Sears
Nora K. Brunelle
Bonnie Lincoln
Gene Pranger, Laura Pranger
Gene Pranger & Laura Pranger Foundation
Community Foundation of Utah
