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State of Lakeside Kevin Sibbring

President and CEO

May 2015

Celebrating Lakeside’s “Sense of Place”

Ohio Nonprofit Awareness and Appreciation Week

May 10 – 16, 2015

National Historic Preservation Month May 2015

Tonight’s Objectives

• Affirm mission statement and strategic goals

• Share 2014 Reflections

• Highlight Phase II of Strategic Plan

• Provide Hotel Lakeside update

• Discuss launch of Master Planning process

• Promote 2015 Chautauqua Season

• Introduce new stuff in 2015

Mission Statement

To enrich the quality of life for all people, to foster tradition Christian values and nurture

relationships through opportunities for renewal and growth –

spiritual, intellectual, cultural and physical, while preserving Lakeside’s heritage.

Strategic Goals

1. Preserve Lakeside’s heritage, traditions and culture as expressed in our mission and vision statement

2. Become known as a center of Chautauqua programming excellence

3. Assure Lakeside is a safe, healthy and aesthetically pleasing community

4. Address 21st guest expectations

5. Develop the financial resources needed for long-term sustainability and advancement

2014 Reflections

2014 Reflections

2014: Year in Review

• We celebrate: – Great programming season fulfilling our mission

– Many happy guests and improved staff performance

– Facility Upgrades • Phase II Chautauqua Park

• Ohio’s Most Beautiful Mile

• Bradley Temple

• Shuffleboard and Tennis improvements

• Fountain Inn

• Legacy House

– Memorial Garden • So far, 20 have been laid to rest

2014: Year in Review (cont.)

• Record level of investment – Over $2.4 million past 24 months

• 2014 Lakeside Fund – $ 551,654 raised

– 3rd highest in Lakeside’s history

– Thanks to Tom & Debbie Jones and Doug & Kathy Bohl, Lakeside Fund co-chairs

– Thanks to all of our Lakeside Ambassadors

• Increased gifts to endowment – $ 159,947 (Highest in last 10 yrs.)

2014: Year in Review (cont.)

• Short Term Financial Challenges – Generated net operating gain in 2015, but not

enough to cover deficit • Planned deficit in 2014 budget

• Revenue slightly down to budget

• Expenses over budget but in conquest of guest service excellence, a board goal

• A few Lakeside Fund anomalies

• Long Term Financial Challenges – Continue to grow Lakeside Fund

and the Endowment

2014: Year in Review (cont.)

• Completed OANO application for Standards of Excellence Certification

• Established community conversation about Lakeside’s future

• Board approved Phase II of Lakeside Chautauqua’s Strategic Plan

Strategic Plan – Phase II

• Result of Board strategic planning workgroups and committees, stakeholder input, staff input

• Supports original Strategic Goals – New objectives and actions

• Highlights: – Continued focus on Accommodations

– Commitment to develop a Master Plan

– Growing revenue sources

– Growing Lakeside Fund

– Growing Endowment

Strategic Plan – Phase II (cont.)

• Conduct Building Audit

• Complete Economic Impact Study – OSU Extension

– Measure Lakeside’s economic impact on local economy

– Share results with local/regional government and business leaders

• Begin development of long range Master Plan

• Conduct Community Assessment Study

Community Assessment Study

• Led by the Lakeside Chautauqua Foundation

• In collaboration with and support of Lakeside Chautauqua’s board and Strategic Plan

• Interviewed 6 fundraising consultant firms

• Selected Dublin-based Cramer & Associates – More than 70 years of success in fundraising

and development strategies

– Extensive client portfolio

– They know and understand Lakeside

Hotel Lakeside Update

Celebrating 140th Anniversary

Hotel Lakeside Update (cont.)

• Last summer:

– Accommodations Task Force brought proposal to board

– Board took no action but agreed to present project to community for transparency

– Ended season with board chair communication

• Pursue historically-sensitive restoration in current footprint

• Financial model relies upon better occupancy/rate structure and fall and spring shoulder seasons

• Meeting with restoration contractors who can provide actual costs of construction

Hotel Lakeside Update (cont.)

• We’ve been listening

• We’ve cut back the project

– No addition of guest rooms and conference space

– No reliance on group business during winter months

– No consideration of alcohol sales

• Accommodations and Guest Services Committee will bring recommendation to the full board on May 15th

Hotel Lakeside Update (cont.)

• Since January 2015: – Interviewed 8 historic preservation contractors

– Selected PCS/Coon Restoration • Conducted thorough analysis

• Prepared hard cost estimate

– Shared details with small focus group • Received positive feedback

• Additional ideas

– Hosting series of workshops • Hard cost details, Financing model,

and Investment tax credits

Hotel Lakeside Update (cont.)

• Project Timing

– Still LOTS of work to be done

– Will conduct additional community forums and small workgroups this summer inviting community participation

– Earliest filing of application for historic preservation tax credits would be 2016

Spring Arrives on Ohio’s Most Beautiful Mile

An Exciting 2015 Chautauqua Season

2015 Programming Excellence

2015 Programming Excellence

2015 Programming Excellence

• Chautauqua Lecture Series – World War II, C.S. Lewis

– Higher Education in Ohio

– False Justice: Revisited (former Ohio AG)

– Seeking Peace in a Multi-Faith World

– The Armchair Traveler: International Art

– Civil War Week and Lakeside University

• Special Guest Lecturers – Hope Taft, former Ohio First Lady

– Guy Denny, ODNR and ONAPA

– Amanda Patton, Award-winning English garden designer

– Dr. Robert Putnam, “Our Kids: The American Dream in Crisis”

2015 Programming Excellence

• Preacher of the Week Highlights – The Rev. Dr. Barry C. Black, US Senate Chaplain

– The Rev. Dr. Jerry Root, C.S. Lewis Scholar

– The Rev. Wess Stafford, President Emeritus, Compassion International

– The Rev. Dr. Sergei Nikolsev, Pres. of UMC Seminary, Moscow, Russia

– The Rev. Amy Miracle, Broad Street Pres. Church, Columbus

• Community Worship Services

• Faith for Living Hour

• Youth and Children’s Ministries

Some New Stuff for 2015

Facility Upgrade Centerpiece

Mini Golf Renovation thanks to #GivingTuesday support

Lakeside Information Center

• Establishing a summer Information Center to better communicate with and serve our guests

• Located in former “Lakeside Landing” store

Information Center

• Easing congestion in Administrative Office

• Answering questions about Chautauqua program

• Promoting Lakeside offerings

• Reservations and rentals

• Sell fishing licenses

New Foodservice Partnership

• Established Agreement with Avery’s Café and Catering – Multi-year agreement

– Managing Hotel Lakeside

Dining Room and Café • Open daily for breakfast, lunch

and dinner

– All Lakeside Catering

• We welcome Scott and Josie Kluding to Lakeside

• And thank Jason and April Platfoot for their dedicated service to Lakeside

2015 New Events

• Farm-to-Table Event – Promoting local foods

– Fundraiser for Hotel Lakeside

– Hotel Lakeside lawn on Fri., July 31

• Community Hog Roast – Also promoting local foods

– Fundraiser for Hotel Lakeside

– Hotel Lakeside lawn on Sat., Aug 1

• Lakeside Heritage Day – Celebrating 140th Anniversary of Hotel Lakeside

– Vintage games and activities

– Hotel Lakeside lawn on Sun., Aug 2

• Coordinated with Light-up Lakeside

New Tiered Parking System

• Response to demand for incentive to park in the South Lot

• Board voted to approve 2015 Daily Auto Pass – Daily rate:

• $10 inside the gates

• $5 in South Lot

• $1 at Danbury Schools

– Season Auto Pass • $145 before May 31

• $165 after June 1

2015 Bonus Weekend

• Opportunity for additional programming weekend due to 11-week season, May 29-31

• Reduced rate (same as Memorial and Labor Day)

• Highlights include:

– Michael Shirtz, “The American Songbook Story”

– Kaleidoscope Color Run/Walk

– 70’s blues and R&B band, Ambrosia

– Recreational areas open

– Community Worship

Lakeside is a Buckeye Gem

Thanks for your participation!