Weathering theStorm Community Report Financial Report LA PLATA COUNTY ARCHULETA COUNTY MONTEZUMA COUNTY DOLORES COUNTY SAN JUAN COUNTY What’s 2020 Board Inside? Members We are weathering the storm, together. Executive Team As you peruse this Community Report, Mike French, President Shawn Candelaria, it is important to keep in mind that the Vice President Debbie Pfeifer, Secretary Community Foundation focuses on Bill Young / Amy Moody, Treasurer three initiatives: Suzanne Harrison, Past President First, we work with donors to impact our community. Join us and leverage your legacy. We are watching the weather, and we General Membership recommend dressing in layers and a good pair of socks. Haley Arias Wendy Barney Donor Advised Fund spotlight on page 3 Bethany Bieth Planned Giving spotlight on the back cover Nancy Bonnett Melissa Glick Financial spotlight on pages 10 & 11 to review our 2019 audited financials Kim Oyler Second, we support the nonprofit sector through grants, professional development, and capacity building. A strong nonprofit sector means our philanthropists are Non-Board Committee investing in financially stable, forward-thinking organizations that are making SW Members Colorado a great place to live, work and play. Consider us the umbrella that provides Susan Buchner shelter from the storm. Chuck Fredrick Dick Griffith See pages 6 & 7 for a list of organizations that received a grant in 2019 Jan Johnson See pages 8 & 9 to learn about the different ways we support nonprofits Michelle Kooi Diane Levison Third, we work with the community to look for creative and collaborative ways to Sherry Phillips solve big issues, like the turbulence brought on by a pandemic. Philanthropy plays an Steve Phillips important role in providing protection from the storm, and we look forward to the day David Smiley we can close our umbrellas and greet fairer weather. Lauren Ziesel See pages 4 & 5 for our CERF report including vignettes about special projects that really make this $1.25 million Staff infusion come to life Briggen Wrinkle, Happy Reading, Executive Director Erin McGuinness, Finance Director Briggen Wrinkle | Executive Director Tracy Pope, Marketing & Grants Director INSPIRATIONAL SPONSORS P.O. Box 1673 Durango, CO 81302 970.375.5807 www.swcommunityfoundation.org 2 THE COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO Our most popular fund is a Donor Advised Fund, which allows you to receive tax benefits immediately, Donor Advised Fund while making charitable contributions over time. We manage your account’s investments and granting, based on Spotlight your recommendations. Ed and Lois Bartig-Small have called Durango home for Designated Funds 2019 40 years. Known by many from their days as teachers Native American Education Fund at Smiley Junior High, their passionate pursuits in what can only loosely be called retirement have also defined Donor Advised Funds 2019 who they are and what they offer our community. Having Barney Family Fund inherited the giving responsibilities of a Donor Advised Bartig-Small Family Fund Fund from Lois’ parents, it is no surprise that the Bartig- Boone Fund Smalls are creating a legacy of impact of their own, by Brandsma Family Fund contributing to local charities that support the passions Brandsma Medical Fund they have enjoyed throughout their lifetimes. Bryan and Jacquelyn Dear Fund Cathy Crum Fund Lois and Ed work with a large Community Foundation in California to support Cochennet Fund the legacy of her family; however, it is the personal relationships they have found Costello Forward Fund locally at the Community Foundation serving Southwest Colorado that they credit Dear Education Fund for boosting the philanthropy of the Bartig-Small Family Fund. Durango Mountain Resort Fund Even Keel Fund Lois has a particular passion for the outdoors, the environment, and the protection First Southwest Bank Fund of our beautiful wilderness areas, while Ed enjoys working with people with Fred and Ruth Jacques Family Fund disabilities. The couple meets regularly with the Community Foundation staff to French Family Fund stay connected with the landscape of our local nonprofit community, learning Gene and Sally Bradley Family Fund timely information about a broad array of organizations that support their Glick Family Fund interests. Harris Family Fund Janice C. Sheftel Fund Relying on the skills and knowledge of the Foundation enables the Bartig-Smalls Katz Family Fund to expand their giving to new organizations that they might not be as familiar with. Loftis Family Fund The Foundation also keeps track of their regular giving and requests grant updates, Martin Family Fund McWilliams Family Fund which are provided and reviewed annually. This intimate relationship makes local New Dimensions A Fund support easy and fruitful. New Dimensions B Fund Once a teacher, always a Odd Fellows Cemetery Fund Olivia Buchanan Avalanche teacher—so the Bartig-Smalls Education Fund have a lesson to share with Open Hand Fund us all about empowering our Salomon Family Fund passions and our philanthropy Sandal Cross Memorial Fund to make a difference in Sherri Rochford Figgs Fund Southwest Colorado. The Stilwell Family Fund Community Foundation Wayne Settle Athletic Scholarship Fund can help facilitate your Young Family Fund charitable goals, as well, with a personalized approach to Field of Interest Funds 2019 your community investments. Archuleta County Fund Schedule an appointment with Community Emergency Relief Fund Briggen and learn how we can Impact Investing Fund support you, as you support La Plata County Fund our amazing community. 2020 COMMUNITY REPORT | 2019 FINANCIAL REPORT 3 COVID-19 COMMUNITY REPORT CERF supports nonprofits and the broader community $910,726 CERF Funds Raised Community & Service Organizations $47,790 49% Daybreak Rotary, High Noon Rotary, St. Columba, of CERF funds United Way, UU Fellowship of Durango FROM Local Corporate Donors $102,732 INDIVIDUALS Alpine Bank, Animas Surgical Hospital, Bank of Colorado, Bank of San Juans, First SW Bank, LPEA, McDonalds, Payroll Department, TBK Bank, United Way, Vectra Bank LARGEST GIFT Local Government $84,000 DAF/Family Foundations $193,750 $190,000 from an individual Front Range Foundations $25,000 End Hunger, El Pomar, Moniker No-touch Thermometers Project $16,355 97.25% Bank of Colorado of CERF funds RAISED Individuals $141,099 LOCALLY LARGEST GIFT Tech Gives Back (4 individuals) $300,000 $25,000 from a business $910,726 CERF Funds Spent LPEA Save the Food, Feed the People $8,686 Tito’s donated 3 Rounds of Grants to Nonprofits $359,500 $40,000 Food Security $187,621 in hand sanitizer Distributed to nonprofits in all 5 counties for nonprofits and No-touch Thermometers Project $16,437 school districts in SW Colorado Youth Initiative $99,270 SMALLEST 2021 COVID Assistance $147,000 GIFT Administration Costs $24,811 $10 CERF Investment for Future Emergencies $24,000 from an individual Community Foundation Grant Management $43,401 4 THE COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO $1.25+ million in COVID CERF & rapid-response granting Community Foundation Grants: $1,264,694 through the Community Foundation Animal Protection: $13,250 Arts & Culture: $186,100 Once again, we are humbled to see the Education: $235,850 community come together to support neighbors. Environment: $30,000 This report shares how emergency contributions were Human Services: $630,224 Youth: $154,270 distributed to SW Colorado through October 30. Other: $15,000 CERF Grants: $617,514 Donor Advised Funds & Projects: $593,180 Tech Gives Back School & Restaurant Appreciation A small group of technology business leaders donated The Community Foundation rallied our Donor Advised $300,000 to support the community through: Funds and infused $37,000 into local restaurants to purchase a $50 gift card for every staffer at Durango 9R $100,000 to Food Security School District and Animas High School, to say thank The Community Foundation purchased seven truckloads you to 733 people who have worked hard to educate our ($64,000) of non-perishable foods to stock food pantry students and protect our community. shelves in our five-county region. We committed another $36,000 in perishable food purchases, leveraging these orders to spur another $85,000 from other sources, including CARES Act money, to expand reach and Southwest Colorado deepen quantity received. A fringe benefit is supporting Disaster Assistance our regional farmers by locally-sourcing veggies and beef. The Community Foundation launched the SWCODA website to provide resources for nonprofits, local $100,000 to Youth Employment information about COVID protocols, and economic Supported 17 nonprofits that continued to provide recovery tools. All five counties have information and quality youth employment opportunities that challenge resources listed on SWCODA.org. our youth to have a deeper understanding of our community and learn real-life skills. Match Madness $100,000 in reserve for unforeseen needs in 2021 Everyone loves their dollar to stretch and donations are no different. The Community Foundation spearheaded Save the Food, Feed the People several match opportunities to maximize giving. This project’s simplicity was its brilliance. Blaine Bailey, The Payroll Department challenged its clients to match founder of In the Weeds, realized that with spring break Payroll’s CERF donation of $10,000. Total gift from the cut short, restaurants had kitchens full of food and no Payroll Department and their clients was $20,000. customers, and