Cla Foundation Report
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Letter From Leadership Year in Review Spotlights Financials What’s Ahead Ways to Engage Appreciation Leadership CLA FOUNDATION ANNUAL REPORT REPORT APRIL 2020 PUBLISHED APRIL 2020 A million reasons to celebrate We’re happy to report that 2019 was a record year for the CLA Foundation. Letter From For the first time, we raised and granted more than $1 million. Leadership The best part? None of us were surprised. It was never a question of whether Year in Review we’d reach this milestone; it was only a matter of when. To have surpassed this Spotlights goal after only four years of operation is a testament to the commitment of our CLA family and our promise to “know and help” our communities. Financials We all know it took work to get to this point. But it’s been the best kind of work. What’s Ahead And the result is clear: Together, we have created a culture focused on giving back. Ways to Engage As you’ll see in the coming pages, we have much to celebrate. This report is a Appreciation snapshot of the good work we have supported, and how CLA, as a family, has helped to make it all happen. Leadership Thank you for an amazing year, and for living our shared mission of creating opportunities each and every day. With gratitude, Steve Rosa Jan Kruchoski ANNUAL REPORT Executive Director Board Chair APRIL 2020 Retired Principal Managing Principal, CLA Executive Search 2 Letter From Leadership YEAR IN REVIEW Year in Review It all starts with your nominations. Spotlights Financials What’s Ahead Ways to Engage Appreciation Leadership California State University San Marcos Foundation, ANNUAL REPORT San Marcos, CA APRIL 2020 3 Thanks to all of the CLA employees who nominated an organization for a grant in 2019. Letter From We know you were more engaged in the process than ever before because we saw a 13% Leadership increase in nominations received over 2018. The increased nominations, combined with Year in Review our increased fundraising, allowed us to fund even more organizations — which included Spotlights two strategic investment grants. Financials What’s Ahead Organization Nominator CLA Office Ways to Engage AchieveMpls Adam Pyzdrowski Denver Broomfield, CO Appreciation American Corporate Partners Strategic Investment Grant Leadership Appalachian Sustainable Agriculture Project Brandon Martin Charlotte, NC Boys & Girls Club of Brockton Danielle Nihill Boston, MA Boys & Girls Clubs of Greater Washington John Langan Arlington, VA Boys & Girls Clubs of Philadelphia Charlotte Brill Plymouth Meeting, PA Boys & Girls Clubs of the Greater Chippewa Valley Craig Olsen Eau Claire, WI Bucks County Opportunity Council Bruce Braunewell Plymouth Meeting, PA ANNUAL REPORT Bunker Labs Megan Keane Milwaukee, WI APRIL 2020 4 2019 GRANTEES CONTINUED Organization Nominator CLA Office Letter From Leadership Byte Back Kimberly Penn & Latha Washington, DC, Saikrishnan offices Year in Review California State University San Marcos Foundation Matt Ceppi Pasadena, CA Spotlights Catholic Charities, Diocese of Arlington Jason Neumann St. Cloud, MN Financials Center for Economic Inclusion Strategic Investment Grant What’s Ahead Centro Tyrone Guzman Kelsey Vatsaas Minneapolis, MN Ways to Engage College Bound Dorchester Michelle Peters Lexington, MA Appreciation College Mentors for Kids Katie Shields Indianapolis, IN Leadership Communities In Schools of North Carolina Elizabeth Hamilton Raleigh, NC Compassion Planet Marissa Achanzar & Karl Sense Sacramento, CA Cristo Rey Boston High School Michelle Peters Lexington, MA Dress for Success Twin Cities Lily Lamb Minneapolis, MN Elevate Orlando Michele Casali Orlando, FL EP!C Amanda Campbell Peoria, IL ANNUAL REPORT APRIL 2020 Family Care Network Misty Howell Sacramento, CA 5 2019 GRANTEES CONTINUED Organization Nominator CLA Office Letter From Leadership Girls, Inc. of Pinellas Sue Bunevich Orlando, FL Year in Review Goodwill Industries of Akron Ken Douglas Canton, OH Spotlights GPS Education Partners Allen LaCrosse Milwaukee, WI Financials Greater Tampa Chamber of Commerce Foundation Ginny Veit Tampa, FL What’s Ahead Interfaith Outreach and Community Partners Larry Adams Minneapolis, MN Ways to Engage Jeremiah Program Jason Neumann & Chris Stanz St. Cloud, MN Appreciation Junior Achievement of Arizona Ty Miller, Melinda Mills, and Arizona offices Jean Ramos Leadership Junior Achievement of the Central Carolinas Nancy Brown Charlotte, NC Junior Achievement of Central Maryland Phillip DelBello Baltimore, MD Junior Achievement of Middle America Alexander Cross St. Joseph, MO Junior Achievement of Southern California Linda Saddlemire Glendora, CA Junior Achievement of Tampa Bay Jack Rybicki Tampa, FL Junior Achievement of the Upper Midwest Jan Kruchoski Minneapolis, MN ANNUAL REPORT APRIL 2020 Junior Achievement of Washington, Southeastern Region MoniQue Didier Tri-Cities, WA 6 2019 GRANTEES CONTINUED Organization Nominator CLA Office Letter From Leadership Junior Achievement of Wisconsin Mike Burzynski, Chris Davis, Wisconsin offices and Cory Wiese Year in Review The Ladder Alliance Megan Terrell Fort Worth, TX Spotlights Latin Americans Working for Achievement Katrynah Talbert Charlotte, NC Financials Metropolitan Economic Development Association Ben Aase Minneapolis, MN What’s Ahead National Able Network Adam Pyzdrowski Denver Broomfield, CO Ways to Engage National Military Family Association Mona Birchfield Arlington, VA Appreciation Neighborhood House Michael Mead Bellevue, WA Leadership New Bohemian Innovation Collaborative David Little Cedar Rapids, IA Northside Achievement Zone Mindy Plewacki Minneapolis, MN Peoria Public Schools Foundation — Horizon Club Stephanie Petri Peoria, IL Project Oz Craig McCormick Bloomington, IL Skills for Chicagoland's Future Melissa Struck Oak Brook, IL Starkloff Disability Institute Ethan Lay St. Louis, MO ANNUAL REPORT APRIL 2020 Summit Academy OIC Larry Adams Minneapolis, MN 7 2019 GRANTEES CONTINUED Organization Nominator CLA Office Letter From Leadership Tierra del Sol Foundation Sharey Wang Century City, CA Year in Review The Training Source Doris Parker Arlington, VA Spotlights Trips for Kids Denver Shelby Clymer & Nathan Greenwood Village, Oberle CO Financials United Way of Greater Stark County Ken Douglas Canton, OH What’s Ahead Urban Ventures Sarah Reichling Minneapolis, MN Ways to Engage Ventures Bryce Rassilyer Bellevue, WA Appreciation Western Dairyland Economic Opportunity Council Kevin Monson Eau Claire, WA Leadership Western Washington University Foundation Jade Parker Bellevue, WA Woodcraft Rangers Karen Lo Pasadena, CA World Savvy Ben Aase Minneapolis, MN YouthBuild Philadelphia Charter School Jocie Dye Plymouth Meeting, PA YouthLink Kofi Adjekum Minneapolis, MN ANNUAL REPORT APRIL 2020 8 Letter From Leadership Year in Review Spotlights Financials What’s Ahead Ways to Engage Appreciation Leadership SPOTLIGHTS Your voices, your words, your impact ANNUAL REPORT Junior Achievement of Arizona APRIL 2020 9 Sometimes just seeing a list, no matter how remarkable it is, doesn’t show the true impact Letter From we can have. That’s why we invited a few family Leadership members to share what the CLA Foundation Year in Review means to them. Spotlights Financials CEO & DONOR RETIREE What’s Ahead Denny Schleper Rick Nilson Ways to Engage CLA Tampa CLA St. Cloud Seeing the CLA Foundation grow in so many When I retired from CLA in 2018, finding Appreciation ways over the past four years has definitely been ways to stay connected to the firm was something special. I remember some of the very important to me. One way I have been able Leadership early conversations about starting a foundation. to do that is through the CLA Foundation. We all knew it was important and something Giving back and supporting the many we wanted to do; however, there were many organizations doing good work in our unanswered questions. We decided not to wait communities is something that has always for every answer, and we proceeded with the been important to my wife, Lori, and me. direction of the Foundation with the faith that I am so proud of the firm for starting a only great results would follow. Today, four Foundation and inviting us all to be part of years later, we can look back and see that great it. To have raised and granted more than things have happened. We built our Foundation $1 million in 2019 is extraordinary and a in our CLA way to be a reflection of our values — reflection on the wonderful, generous ANNUAL REPORT promising to know and help the communities we people in the CLA family — a family I’ll APRIL 2020 care about. always be honored to be part of. 10 Letter From Leadership Year in Review COMMITTEE MEMBER OFFICE CHAMPION MANAGING PRINCIPAL OF OFFICE Spotlights Ro Swails Debbie Harvey Kyle Williamson Financials CLA Indianapolis CLA Tucson CLA Naples What’s Ahead I have served on the grant committee I have been involved with the 2019 was a growth year for the CLA since the inception of the CLA CLA Foundation in a few ways Foundation, and for our Naples and Ft. Ways to Engage Foundation in 2015. I have learned over the years as a nominator, Myers offices. Together, we committed so much about what the CLA family grant reviewer, and most to growing our involvement in the CLA Appreciation is passionate about and nonprofit recently, the office champion Foundation. I shared my plan to support organizations. I remember the for our Tucson office. Our the CLA foundation, while encouraging Leadership announcement for forming the CLA office is one of the smaller CLA my teams to join me by nominating Foundation and how excited I was offices, but that hasn’t stopped organizations, volunteering as grant that we would be giving back to our us from aiming high with our reviewers, serving as an office champion communities. I signed up as soon as participation. We have had or on a committee, and of course, it was possible in order to participate so much fun finding ways to contributing financially however they in the opportunity. I love that the make the CLA Foundation part could. The team stepped up to the plate, CLA family members nominate and of our office culture of giving and in total, we saw 81% engagement – a donate in such a tangible way to our back and focusing on the 450% increase over 2018.