Good Good Morning……..Morning……..

…… …….. And Welcome.. And Welcome

Our Shrine Future;Our Shrine Future;Where are we Where are we

going ?going ?Gary BergenskeGary Bergenske

Bahia Potentate 2005Bahia Potentate 2005

The Future of Our The Future of Our SHRINESHRINE

• Building a better tomorrow for Building a better tomorrow for our Fraternity, for generations to our Fraternity, for generations to

come.come.

• Plan for all situations ahead of Plan for all situations ahead of time, time,

so you have control of your so you have control of your destiny.destiny.

Learned from TRAC VisitsLearned from TRAC Visits

• Shrine Leadership must plan for;Shrine Leadership must plan for;

** Effects of loss of Membership Effects of loss of Membership

** When will the money run out ? When will the money run out ?

** When is the best time to move ? When is the best time to move ?

** Some wait to long, must plan now. Some wait to long, must plan now.

** Be realistic, Be prepared, Be ready. Be realistic, Be prepared, Be ready.

AAll successful people have a ll successful people have a goal.goal.

No one can get anywhere unlessNo one can get anywhere unless

He knows where he wants to go He knows where he wants to go and what he wants to do.and what he wants to do.

Norman Vincent PealeNorman Vincent Peale

To Reach the Highest To Reach the Highest Level of Effectiveness, Level of Effectiveness,

You have to Raise the Lid You have to Raise the Lid of of

Leadership AbilityLeadership AbilityPick the Right Leadership Pick the Right Leadership

TeamTeam

for the Job, to get the Best for the Job, to get the Best ResultsResults

Building the Right Building the Right TeamTeam

• Potentate, Chief Rabban, RecorderPotentate, Chief Rabban, Recorder

• 2 Past Potentates, (Good Business 2 Past Potentates, (Good Business Men)Men)

• County Property Appraiser (Retired)County Property Appraiser (Retired)

• Real Estate AgentReal Estate Agent

• Public Relations ProfessionalPublic Relations Professional

• Temple Building Comm. ChairmanTemple Building Comm. Chairman

Hospital ChairmanHospital Chairman

Mission StatementMission StatementIt is the vision of the Bahia Futures It is the vision of the Bahia Futures

Committee to look into the future for the Committee to look into the future for the competent planning of Bahia Shriners. competent planning of Bahia Shriners.

This commitment will exemplify the high This commitment will exemplify the high ideals of the membership to keep them ideals of the membership to keep them financially sound, stay abreast of our financially sound, stay abreast of our members needs, and to consider all members needs, and to consider all aspects of Bahia Shriners real estate aspects of Bahia Shriners real estate

investments and future needs. We will investments and future needs. We will strive to achieve this vision through strive to achieve this vision through

exemplary leadership, education, public exemplary leadership, education, public relations and the strong commitment of relations and the strong commitment of

teamwork. It will be the vision and goal to teamwork. It will be the vision and goal to provide the membership with accurate provide the membership with accurate

information to help evaluate and plan for information to help evaluate and plan for the sound future of Bahia Shriners.the sound future of Bahia Shriners.

OBJECTIVES;OBJECTIVES;

1.1. To accurately project the approximate Bahia To accurately project the approximate Bahia membership for the next ten years based on membership for the next ten years based on historical data.historical data.

2.2. To take the membership projection and To take the membership projection and

calculate the dues money that membership calculate the dues money that membership number would provide. Based on projected number would provide. Based on projected needs, evaluate if and when next dues increase needs, evaluate if and when next dues increase would be needed.would be needed.

3.3. To study members needs, requests, and To study members needs, requests, and objectives to be certain we provide to the best objectives to be certain we provide to the best of our ability what is needed to help promote of our ability what is needed to help promote increased membership.increased membership.

OBJECTIVES;OBJECTIVES;

4.4.To study our current facility at 2300 Pembrook To study our current facility at 2300 Pembrook Drive, Orlando. To determine it’s condition, Drive, Orlando. To determine it’s condition, anticipated needs in the future, and to anticipated needs in the future, and to determine it’s approximate current value.determine it’s approximate current value.

5.5.Based on membership projections, and costs Based on membership projections, and costs and needs of current building, determine if and and needs of current building, determine if and when a facility change may be needed.when a facility change may be needed.

6.6. To take into consideration the budget To take into consideration the budget overage/shortages the past few years. overage/shortages the past few years. Consider rentals and catering revenues, how Consider rentals and catering revenues, how can we can we

increase them?increase them?

OBJECTIVES;OBJECTIVES;

7.7. To study optional locations for a new Shrine To study optional locations for a new Shrine Center that would be located in an area that Center that would be located in an area that would best accommodate our Nobility. would best accommodate our Nobility.

Accessibility and cost of land should be consideredAccessibility and cost of land should be considered..

8.8. Determine if and when serious Determine if and when serious consideration should be given to purchasing a consideration should be given to purchasing a piece of land for investment and possible piece of land for investment and possible future use future use

by Bahia Shriners. by Bahia Shriners.

9.9. To provide a written summary with findings To provide a written summary with findings and possible recommendations to the Bahia and possible recommendations to the Bahia membership based on the study of Bahia’s membership based on the study of Bahia’s future.future.

OBJECTIVES;OBJECTIVES;

10.10.To keep in mind at all times that the purpose of To keep in mind at all times that the purpose of this study is to keep Bahia Shriners financially this study is to keep Bahia Shriners financially solvent while providing the best possible solvent while providing the best possible facilities for its Nobles. By good planning, if facilities for its Nobles. By good planning, if membership continues to decline, we must be membership continues to decline, we must be prepared to react accordingly.prepared to react accordingly.

11.11. To keep our Shrine Hospital system strong we To keep our Shrine Hospital system strong we must keep our Shrine Center strong.must keep our Shrine Center strong.

You can’t have a better tomorrow if You can’t have a better tomorrow if you are you are

thinking about yesterday all of the thinking about yesterday all of the time.time.

Fact Finding Process;Fact Finding Process;1.1. Obtain the % of time building is Obtain the % of time building is

rentedrented

2.2. Obtain rental comparisonsObtain rental comparisons

3.3. Obtain value of propertyObtain value of property

4.4. Obtain # Shriners in each zip codeObtain # Shriners in each zip code

5.5. Obtain age analysis of current Obtain age analysis of current membersmembers

6.6. Obtain past 5 years budgetsObtain past 5 years budgets

7.7. Review past dues increasesReview past dues increases

8.8. Review condition of current facilityReview condition of current facility

9.9. Review zoning of propertyReview zoning of property

10.10.Project findings out 10 yearsProject findings out 10 years

Bahia Shrine Age Bahia Shrine Age AnalysisAnalysis

AGE 2002 2005AGE 2002 200521 to 29 25 1921 to 29 25 1930 to 39 89 6630 to 39 89 6640 to 49 233 21740 to 49 233 21750 to 59 547 40050 to 59 547 40060 to 69 853 78860 to 69 853 78870 to 79 1061 92470 to 79 1061 92480 to 89 552 58280 to 89 552 58290 to 99 38 6790 to 99 38 67__________________________________________________________ 3398 30533398 3053

What Does Age Analysis What Does Age Analysis Tell Us Tell Us 1.1. We have less younger and more older We have less younger and more older

members, 2002 to 2005members, 2002 to 20052.2. We have more members over 90 than We have more members over 90 than

we do under 29, WOW……..we do under 29, WOW……..3.3. Average age 2002 is 67.17, Average age 2002 is 67.17,

2005 is 68.3 2005 is 68.34.4. 45.6% are over the age of 7045.6% are over the age of 705.5. 73.7% are over the age of 6073.7% are over the age of 606.6. Only 10% are under the age of 50Only 10% are under the age of 507.7. We also found 23% of our members do We also found 23% of our members do

not live in our area.not live in our area.

We MUST have a larger % under Age 50We MUST have a larger % under Age 50

Where Are Our Members?Where Are Our Members? County Members %County Members %

Orange 904 .29Orange 904 .29

Volusia 472 .15Volusia 472 .15

Lake 431 .14Lake 431 .14

Seminole 406 .13Seminole 406 .13

Osceola 117 .04Osceola 117 .04

Sumter 48 .01Sumter 48 .01

Other Locations 719 .23Other Locations 719 .23

10 Year Projection 10 Year Projection (Dues)(Dues)

Year Members Dues Short RequiredYear Members Dues Short Required

20062006 2904 145K 0 50 2904 145K 0 50 (Current)(Current)

20072007 2811 140K 4K 522811 140K 4K 52

20082008 2721 136K 4K 532721 136K 4K 53

20092009 2634 131K 4K 552634 131K 4K 55

20102010 2550 127K 4K 572550 127K 4K 57

20112011 2468 123K 4K 592468 123K 4K 59

20122012 2389 119K 4K 612389 119K 4K 61

20132013 2313 115K 4K 632313 115K 4K 63

20142014 2239 112K 4K 652239 112K 4K 65

20152015 2167 108K 3K 672167 108K 3K 67

Total 10 year Accumulative loss is Total 10 year Accumulative loss is $192,259.$192,259.

Dues IncreasesDues Increases

1.1. What other methods can help to What other methods can help to deter raising dues? More rentals, deter raising dues? More rentals, fundraises ??fundraises ??

2.2. Plan on small increases ($2 - $3) Plan on small increases ($2 - $3) every every

2 – 3 years as opposed to a large 2 – 3 years as opposed to a large $10 - $15 increase that will scare $10 - $15 increase that will scare members off.members off.

3. 3. Less members to raise more moneyLess members to raise more money

IIt is difficult to say what is t is difficult to say what is impossible, for the dream of impossible, for the dream of yesterday is the hope of yesterday is the hope of today today

and the reality of tomorrow.and the reality of tomorrow.

Bahia ShrinersBahia Shriners Orlando, Florida Orlando, Florida

Use of Facility;Use of Facility;1.1. Building only rented Building only rented 25%25% of the time of the time

of available time not used by Shrineof available time not used by Shrine

2.2. Opportunity for more rentals, must Opportunity for more rentals, must actively market facility. Need sales actively market facility. Need sales brochures and active campaign to brochures and active campaign to bring in more prospective clients. bring in more prospective clients. Excellent opportunity for increase Excellent opportunity for increase revenue if pursued. Location is good, revenue if pursued. Location is good, and excellent on site caterer available and excellent on site caterer available for full package.for full package.

3.3. Advertise, Develop Marketing PlanAdvertise, Develop Marketing Plan

Value of PropertyValue of Property1.1. Building 13 years old, in excellent Building 13 years old, in excellent

condition, prime location, good condition, prime location, good asset.asset.

2.2. Current value $3.1 million, zoning A-Current value $3.1 million, zoning A-11

3.3. Possible to triple value with a zoning Possible to triple value with a zoning change to high rise.change to high rise.

4.4. Project value out 10 yearsProject value out 10 years

5.5. Project future expenses to buildingProject future expenses to building

6.6. Project when membership may need Project when membership may need a Facility changea Facility change

Major Projected Major Projected Expenses Coming Up Expenses Coming Up

Total Last Time Next Est. Cost/YrsTotal Last Time Next Est. Cost/Yrs Life Repl. Left Repl. Cost EscrowLife Repl. Left Repl. Cost Escrow** Air Cond. 30 1992 17 2022 150K 9K Air Cond. 30 1992 17 2022 150K 9K ** Cooling Tow’r 20 1992 8 2012 40K 5K Cooling Tow’r 20 1992 8 2012 40K 5K ** Boiler 30 1992 17 2022 17K 1K Boiler 30 1992 17 2022 17K 1K ** Carpet 10 2002 8 2010 24K 3K Carpet 10 2002 8 2010 24K 3K

** Roof 30 1992 17 2022 127K 8K Roof 30 1992 17 2022 127K 8K** Parking lot 13 1992 0 2005 106K 106K Parking lot 13 1992 0 2005 106K 106K ** Painting 10 2002 7 2012 21K 3K Painting 10 2002 7 2012 21K 3K** Furniture 15 Vari 5 2010 25K 5K Furniture 15 Vari 5 2010 25K 5K* * Floor Tile 15 Vari 9 2011 15K 2K Floor Tile 15 Vari 9 2011 15K 2K* * Kitchen Equip. 20 1992 8 2012 32K 4K Kitchen Equip. 20 1992 8 2012 32K 4K** Computer Eq. 7 2003 5 2010 20K 4K Computer Eq. 7 2003 5 2010 20K 4K

Needed This Year for Full Reserves = $150,000.Needed This Year for Full Reserves = $150,000.

Annual BudgetedAnnual BudgetedMaintenance CostsMaintenance Costs

Average Average ApproximatelyApproximately

$40,000.$40,000.Per YearPer Year

When to Move, and When to Move, and Where ?Where ?1.1. Current Membership will support Current Membership will support

current facility with active rental current facility with active rental campaign.campaign.

2.2. Consider small dues increases to Consider small dues increases to keep budget balanced, and keep budget balanced, and building well maintained for building well maintained for future.future.

3.3. Determine where largest Determine where largest population of Nobility is, consider population of Nobility is, consider purchase of land for future use.purchase of land for future use.

4.4. Actively monitor membership and Actively monitor membership and costs to pin point future needs.costs to pin point future needs.

Keep in mind the purpose Keep in mind the purpose of this study is to insure of this study is to insure

the financial solvency while the financial solvency while providing the best possible providing the best possible facilities for the Nobility.facilities for the Nobility.

Good planning will optimize our Good planning will optimize our options. options.

Preventing our assets from falling Preventing our assets from falling into disrepair, and a lower value into disrepair, and a lower value due to decreased membership due to decreased membership and budget restraints.and budget restraints.

LeadershipLeadership

The Failure to Plan ………….The Failure to Plan ………….

……………………. Is a Plan to Fail. Is a Plan to Fail

RReal leadership is being the person otherseal leadership is being the person others

Will gladly and confidently follow.Will gladly and confidently follow.

How Can the Nobility How Can the Nobility Help ?Help ?

1.1. Bring in New MembersBring in New Members2.2. Start New Units Focused on Young Start New Units Focused on Young

PeoplePeople

3.3. Conserve Power in our BuildingConserve Power in our Building

4.4. Help get Rentals for our BuildingHelp get Rentals for our Building

5.5. Take care of our FacilitiesTake care of our Facilities

6.6. Fundraising for Upkeep of BuildingFundraising for Upkeep of Building

7.7. Contribute to “Tree of Life” FundContribute to “Tree of Life” Fund

8.8. Keep Current Members HappyKeep Current Members Happy

RecommendationsRecommendations1.1. Suggest dues increase of $2. per yearSuggest dues increase of $2. per year

2.2. Stay in current facility provided; Stay in current facility provided;

** Budgets are balanced yearly Budgets are balanced yearly (4 0f last 5 years (4 0f last 5 years NOTNOT Balanced) Balanced)

** Rentals are increased, Rentals are increased, review review annuallyannually

* * Rental Marketing Program startedRental Marketing Program started

** Membership begins to increase Membership begins to increase

** Provide for young members Provide for young members

3.3. Promote Perpetual Memberships Promote Perpetual Memberships

Alternative if Alternative if RecommendationsRecommendationsnot met……..not met……..

1.1. Identify possible locations for land Identify possible locations for land

purchase for new facility when purchase for new facility when

needed.needed.

2. 2. Identify property size and building Identify property size and building

size needed based on projected size needed based on projected

membership in 2015. membership in 2015.

(Estimated at 2100 members)(Estimated at 2100 members)

TTo accomplish great things we o accomplish great things we mustmust

Not only act, but also dream;Not only act, but also dream;

Not only plan, but also believe.Not only plan, but also believe.

Our Destiny is in Our Own Our Destiny is in Our Own HandsHands

We have the property and assets for a We have the property and assets for a GREAT future if managed properly.GREAT future if managed properly.

The opportunity will present it self to sell The opportunity will present it self to sell high for a good profit, then to rebuild a high for a good profit, then to rebuild a quality facility for a smaller membership.quality facility for a smaller membership.

The additional money will be able to be The additional money will be able to be invested to insure a bright future for the invested to insure a bright future for the next generation of Bahia Shriners.next generation of Bahia Shriners.

PPlan your work, and work your plan.lan your work, and work your plan.

Planning Our Future Planning Our Future ……….……….

For Success.For Success.

The Bahia Futures CommitteeThe Bahia Futures Committee

PPlanning is like a roadmap. It lanning is like a roadmap. It can show us the way, head us can show us the way, head us in the right direction, and keep in the right direction, and keep us on course. Planning means us on course. Planning means mapping out how to get from mapping out how to get from where we are now to where where we are now to where we want to be. Planning is the we want to be. Planning is the power tool for achievement --power tool for achievement --

The magic bridge to our goal.The magic bridge to our goal.

We Need your Help ...We Need your Help ...• Your Idea’s are needed, if you have one, Your Idea’s are needed, if you have one,

bring it to our Futures Committee.bring it to our Futures Committee.

• We are looking for a Member with We are looking for a Member with Convention Planning knowledge to join our Convention Planning knowledge to join our Team.Team.

• We are looking for a Member with a We are looking for a Member with a Marketing Background to join our Team.Marketing Background to join our Team.

Our Future Belongs to Every Our Future Belongs to Every Member,Member,

… ….. Lets make it a Bright .. Lets make it a Bright One.One.