MCEF Annual Report 2006
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MCEF AnnualReport 06 3/30/07 10:14 AM Page 1 MCEF 2006 ANNUAL REPORT Municipal Clerks Education Foundation 2006 - 2007 MCEF Board President Dale Barstow, Tallahassee, FL Vice President Norma Rodriguez, San Antonio, TX Secretary Kathleen A. Thorpe-Holder South Brunswick, NJ Treasurer Marian K. Karr, Iowa City, IA John R. Devine Ruidoso, NM Beverly Hammerstrom Lansing, MI Wayne J. Hussey Guelph, Ontario, Canada Helen Kawagoe Carson, CA Vicky Miel Phoenix, AZ Marcella H. O’Connor Uralla Shire, Australia Pierre Pagé Ottawa, Ontario, Canada James B. Tinnin, Ph.D. Kent, OH Dyanne C. Reese Savannah, GA Charles E. Tokar Chicago, Ridge, IL Linda S. Wanat Let Us Grow Together Montclair, NJ Stephen Wolf Cincinnati, OH Chris G. Shalby Rancho Cucamonga, CA MCEF’s Mission MCEF is a diverse team of volunteers who are passionately committed to raising endowed dollars whose earnings help IIMC pursue its educational objectives. MCEF AnnualReport 06 3/30/07 10:14 AM Page 2 2006 MCEF Annual Report Dear IIMC Members and MCEF Supporters: Since its inception in 1984, your Municipal Clerks Education Foundation has been steadily working toward raising monies to assist IIMC in pursuing its educational objectives. Through the generosity of IIMC members, voluntary contributions, the annual walk/run, the silent auction, sponsor donations and endowments, MCEF culminated 2006 by reaching its $1 million milestone. This is just the beginning. Although the $1 million mark was indeed a lofty goal, we can't stop and rest on our laurels. We have to continue to grow the Foundation basis to fund existing and new programs being proposed for the IIMC Membership. It is estimated that 45 percent of IIMC's Membership is contributing to MCEF through in-kind and monetary contributions. This percentage has steadily increased over the years. MCEF's goal is to have 100 percent participation from the IIMC Membership. Our sponsors have been generous over the past several years and their contributions have helped us exceed our goals. The MCEF Strategic Plan anticipated our 2006 basis to be $1,045,524.00. Year end 2006 basis was $1,177,056.80. We are well on our way to exceed our 2007 and 2008 goals. The current giving programs in place are: • Annual giving to IIMC in accordance to the MCEF Board Policy. This policy allows MCEF to give up to 7 percent of the unrestricted funds, less inflation, to IIMC for educational programs each year. This year the amount was $27,071.61. • Scholarship programs for CMC training at your State Institute. • Scholarship program for MMC training. • Distance Education Scholarships. We are on course to meet our 2008 goals. With your help, we can continue to strive • State Grants (Up to four a year). toward another million dollars while In 2006, MCEF approved an additional $25,000 toward IIMC's simultaneously establishing a Foundation Annual Conference, helping with speaker fees and educational that will provide a steady stream of funds programs as well as co-sponsoring the IIMC Distance Learning web site. for the future education of IIMC Members. During the latter part of 2006, IIMC asked MCEF for financial assis- tance, which the Foundation was happy to provide a line of credit. This loan has a one-year term and is secured by the Headquarters building. MCEF expects IIMC to repay the loan with interest within the next 12 months. The charts on page 3 depict the various ways in which MCEF derives its income and the channels in which it delivers education programs to IIMC members. The two Organizations have a symbiotic relationship with one common goal: to pro- vide education support and programs for IIMC members. INCOME The Foundation collaborates with IIMC to provide the utmost in programs operating from only the interest gained, and a small percentage of the unrestricted fund basis as established by policy, from the various contributions accumulated throughout the year. MCEF receives annual revenue through voluntary contributions from IIMC members, Endowments, Society Donations, Memorials, and from Annual Conference events such as the Silent Auction, Walk Run, and Raffles. MCEF also receives 20 percent of all sponsorship revenue garnered by IIMC. OPERATING EXPENSE/CONTRIBUTIONS As part of that working relationship, an annual contract with IIMC provides the Foundation with general administrative support, development/fundraising activity, donor relations and marketing services. - 2 - MCEF AnnualReport 06 3/30/07 10:14 AM Page 3 2006 MCEF Annual Report Municipal Clerks Education Foundation Endowed Education Funds And Scholarships American Legal Publishing Corporation Municipal Code Corporation Education Fund Education Fund Tallahassee, Florida Cincinnati, Ohio Robert T. Thorpe Scholarship Fund California City Clerks Education Fund South Brunswick, New Jersey Sacramento, California Business Records Corporation Education Fund Coded Systems Education Fund Minneapolis, Minnesota Avon, New Jersey LexisNexis Municipal Codes Education Fund Miamisburg, Ohio Norma Rodriguez Education Fund General Code Publishing Education Fund San Antonio, Texas Rochester, New York Municipal Clerks Education Foundation Rancho Cucamonga, California Lyall Schwarzkopf Education Fund Tak & Helen Kawagoe Education Fund Minneapolis, Minnesota Carson, California Microvote, Inc., Education Fund Minneapolis, Minnesota Chris & Patrick Wilder Education Fund Elizabeth H. Kiss Education Fund Hamilton Township, New Jersey East Brunswick Township, New Jersey Robert W. Pritchard Education Fund LaserFiche Institute Directors Colloquium Kitchener, Ontario, Canada Long Beach, California Continued from previous page MCEF, in turn, uses the interest, and a small percentage of the unrestricted fund basis as established by policy, to either initiate or embellish IIMC education programs. In addition to sponsoring state education grants and scholarships, MCEF contributes to Annual Conference speakers and education sessions. Dale Barstow MCEF President Income Operating Expenses 0 102030405060 0 5 10 15 20 Other - 1% Supplies/Printing/Postage 6% Memorials - 1% Board Travel - 9% Raffles - 3% Professional Fees - 11% IIMC Annual Contract - 19% Walk/Run - 3% Actual operating expense to total revenue for the year - 22% Sponsorships from IIMC - 4% Society Donations - 7% Annual Contributions to IIMC Educational Programs Silent Auction - 10% 0 5 10 15 20 25 Endowments - 14% State Education Grants - 1% Voluntary Contributions from IIMC members - 57% Restricted CMC & MMC Scholarships - 1% Unrestricted CMC & MMC Scholarships - 3% Education Funds to IIMC - 25% Speaker Grants to IIMC - 25% - 3 - MCEF AnnualReport 06 3/30/07 10:14 AM Page 4 2006 MCEF Annual Report 2006 FOUNDATION DONORS SHINNERS SOCIETY Wacker, Chris O'Connor, Tom Marlar, Debra $1000 or more Wacker, Nien-Ling Ohio Municipal Clerks Assn Maryland Municipal Clerks Assn American Legal Wanat, Linda Region VI - IA MN WI McCoy, Patricia Aref, Hedy Weinberg, Stephen Todd, Mary Lou Moore, Renee Barstow, Dale Wolf, Steve Tripp, Billie and Terry Nelson, Jane Barstow, Donny Waibel, Gail Nicol, Colleen Bennett, Gary SCHWARZKOPF Wintrich, Ina New Mexico Municipal Clerks Bollhauer, Ray SOCIETY & FO Assn California City Clerks Assn $500 to $999 NEW CENTURY Nolan, Betty Caso, Vince Alaska Assn. of Municipal Clerks $100 to $249 Oglesby, Sally Crane, Doug Brown, Buster Abid-Cummings, Linda Panigeo, Bertha De Llamas, Caroline Cirtin, Brenda Alabama Assn. of Municipal Clerks Ragona, Jo Anne Fazio, Ruth Devine, John Arizona Municipal Clerks Assn Reese, Dyanne Frommeyer, Rich Florida Assn. of City Clerks ARMA Roberts, Tom Gillespie, Ronald Fox, Elen Bailey, Jackson Russell, Anna Gunther, Paul Galvin, Danielle Baumann, Mary Kay Segreto Law Offices Greenwood and Crim Hammerstrom, Bev Brienza, Sharon Texas Municipal Clerks Hall, Stephen Karr, Marian Chittick, Marilyn Thomsen Layton, Helene Hussey, Wayne Minnesota MCFOA CME Associates Town of Delhi Kawagoe, Helen Morrow, Susan Colborn, Emily Vinson, A. Kay Kiss, Betty New Mexico Municipal League Daniels, Barb Wessel, Leslee Langford, Lawton Pagé, Pierre Daudt, Janis Williams-Warren, Jane Laserfiche Document Imaging Stratta, Mary Lynne Family of J.B. Adamac Wisniewski, Kathleen Meller, Cairy Southwest Missouri CCFOA Gentry, Shirley Miel, Vicky Tokar, Chuck Gillespie, Eugene Morris, Dave Gladwell, Diane Pritchard, Robert TURTLE SOCIETY Goeckner, Rick Rodriguez, Norma $250 to $499 Goudeau, Cynthia Schold, Chris Burdick, Patricia Gould, Teri Schwarzkopf, Lyall Dornan, Kathryn Henneman, Betty Shalby, Chris ECS Imaging Hughes, David Silvia, Jim Georgia Municipal Clerks & FO Assn IIMC Tanret, Chris Hawkins, Jeffrey Kansas - CCMFOA Thackery, Dennis Jacobs, Carol King, Gloria Thorpe-Holder, Kathy Moore, Dolores Lewis, Peggy Tinnin, James Norman, Patricia Maine Town & City Clerks Assn O'Connor, Marcella Marcy, Vicki 2006 FOUNDATION DONORS PATRON — $50 to $99 Backford, Ida Bennett, Ladonna Bright, Jill Carter, Brenda Able, Amy Bailey, Jean Benning, Deborah Broeckelman, Cindy Carter, Linda Adams, Diane Bailey, Tracie Berecz-Burton, Sherry Brouder, Donna Casey, Susan Addison, Pamela Baird, Alice Berends, Lisa Brown, Claudia Cash, Beverly Adger, Mary Bakalarczyk, Jane Bergeson, Julie Brown’s River Records Cassler, Sharon Adler, Stacey Banks, Nancy L.M. Berthelot, Debbie Buchanan, Melody Cazin, Linda Ainesworth, Sheila Bannister, Carl Best, Vickie Bucheit, Christine Cecil, Evelyn Alexander, Kim Barber, Deborah Bethune, Linda Burch, Lynne Chasteen, Cheryl Alexander, Regina Barefoot, Sheila Betts, Larry Burch, Patricia Chavez, Elena Alig,