Transcript
Page 1: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Annual MeetingMarch 8, 2020

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Page 2: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

WELCOME

MEMBERS,SPONSORS AND GUESTS!

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Page 3: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

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Dear Friends and Supporters,

It has been one of the greatest honors of my life to serve as Operation Support Our Troops-

America’s Executive Director since May 2018. When Deb and I began mailing care packages in

2003, we never dreamed that our small effort would become a full-blown military service

organization and would still be thriving all these years later. Nor did we realize how the needs

of our military community would continue to grow and change over the years. With the help of

our great volunteers, sponsors and supporters, we have been able to consistently grow and

adapt to meet these changing needs.

Our military continues to serve and protect our freedom and way of life with over 170,000

service members deployed to over 150 countries around the world. While the media focuses

on the latest political skirmish of the day, we cannot allow ourselves to forget not only those

that are deployed but those who continue to struggle with the wounds of war, both seen and

unseen. Operation Support Our Troops-America has not and will not waiver from the fulfillment

of our mission, to provide comfort and care for our military community both at home and away.

We do this through the implementation of our four main programs.

As I step down as the Executive Director and look ahead to our new Executive Director, Scott

Maxson, to lead this great organization I am humbled by the commitment of all of you and the

support given to our military, their families, our veterans and families of the fallen.

Our work is not done, and I hope we can continue to count on you to be a part of our

mission. On behalf of all of those we are honored to serve, I thank you.

Bill Rickert

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Meeting Agenda Welcome

Official OSOT-America Business

Executive Structure

Upcoming Events

Treasurer’s Report

Election of 2020 Board of Directors

OSOT-America Program Review

Honored Partners and Guests

Supporter Recognition

Social Hour and Dinner

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Page 5: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Jack SchifflerJack Schiffler, a friend and supporter of OSOT-

America since the beginning passed away yesterday.

He will be missed. Semper Fi my friend.

1945-2020

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Executive Structure

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Page 7: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Upcoming 2020 Events

St Patrick’s Day Parade - Naperville March 14th

Jewel Shop N Drop - March 27th and 28th

Jewel Shop N Drop - April 24th and 25th

Memorial Day Parade - Naperville May 25th

Jewel Shop N Drop - June 19th and 20th

July 4th Parade - Hinsdale July 4th

Labor Day Parade - Naperville September 7th

Over The Edge - Naperville September 11th and 12th

Jewel Shop N Drop - October 2nd and 3rd

Red, White and Blues event - Hinsdale- October 17th

Leap of Faith- Pinehurst, N.C.- October 25th-27th

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Official Business

With Regard to the Future of the Organization

Voted on by Active Members

Active Members not Present Vote by Proxy

Vote Taken by a Show of Hands Unless a Member

Requests a Written Vote

Identify Quorum is present

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Page 9: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Treasurer’s Report

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Page 10: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Financial Report

Continued Good Financial Standing

• In compliance with IRS nonprofit requirements

• No significant audit findings for Prior Year 2018

• Cash reserves

• $ 759K as of 12/31/19

• Maintained GuideStar Exchange Platinum for Transparency

• Maintained 4 Star rating by Charity Navigator

• Sustaining 100% score on Accountability and Transparency

• 92 cents of every dollar goes to our programs

• Again top rating from Great NonProfits

Page 11: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Financial Report

Type 2019 2018 $ Change % Change

Non-Cash / In Kind Contributions

611 540 +71 +13%

Cash Donations 446 511 -65 -13%

Over the Edge 180 0 +180 +100%

Rockin For the Troops 0 152 -152 -100%

Healing Field 38 0 +38 +100%

Clay Soot/Shoot for Vets88 101 -13 -13%

Total Income per above 1,363 1,304 +59 +5%

Income ( in thousands)

Page 12: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Financial Report

Type 2019 2018 $ Change % Change

Over the Edge 131 0 +131 +100%

Rockin’ For the Troops 0 -41 +41 +100%

Red, White and Blues 0 64 -64 -100%

Clay Shoot/Shoot For Vets 52 79 -20 -24%

Healing Field 13 0 +13 100%

Net Fundraising Income 196 102 +94 +92%

Net Fundraising (in thousands)

Page 13: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Financial Report

Type 2019 2018 $ Change % Change

Rockin For the Troops 0 193 +193 +100%

Red, White and Blues 0 34 -34 -100%

Swingin’ For the Vets/Clay Shoot

41 34 -7 -20%

Over the Edge 49 12 +37 +308%

Healing Field 24 0 +24 +100%

Total Fundraising Expenses

114 273 159 -58%

Fundraising Expenses (in thousands)

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2019 Financial Report

Type 2019 2018 $ Change % Change

Package Donations & inventory purchases

610 552 +58 +11%

Package postage 122 120 +2 +2%

Veteran Services 130 126 +4 +3%

Leap of Faith, G.I. Yoga, Women’s

Health/Wellness55 39 +16 +41%

OSOT-America Overall 23 44 -21 -48%

Total Program Expenses

940 881 +59 +6%

Program Expenses (in thousands)

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2019 Financial Report

Type 2019 2018 $ Change % Change

Total Fundraising 114 273 -159 -58%

Total Programs 940 881 +59 +7%

Total Administration 337 304 +33 +11%

Total Expense 1,391 1,458 -67 -5%

Overall Expenses (in thousands)

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2020 Board of

Directors Election

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Role of Board of Directors Determine Mission and Purpose

Select, Supervise and Assist Executive Board

Provide Financial and Organizational Governance

Ensure Compliance

Help Develop Resources

Develop Effective Planning

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Board Election Process• Board Candidates Identified and Interviewed by

Current Board

• Slate Approved by Board for Presentation to General Membership

• Slate of Candidates Submitted to General Membership for Election

• Membership Elects Board of Directors

• Board of Directors Appoint Specific Positions at First Board Meeting

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Board of Director Roles

Chairman…………Main Board Liaison to President

President………...Provide guidance and oversight

Vice Pres…………Provide backup and support to Chairman and

President

Treasurer…………Oversees Finance Team

Legal ……………..Provides Guidance on Legal Issues

Non-Profit………..Provides Input & Guidance on Non-Profit Issues

Fundraising ……..Helps Develop Additional Funding Resources

Military …...........Provide insight into interaction with military community

Member at Large…Fill in where needed

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Page 20: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Board of Directors Justin Smitherman - Chairman

Deb Rickert - Founder and former CEO

Dan Dexter - Treasurer

Bill Strening - Legal/Recording Secretary

Scott Maxson - Board Member (Resigned Nov.)

Bruce Kannry - Board Member

Wayne Marshall - Board Member

Matt Metzger - Board Member

Rick Smolke - Board Member

Joe Dalpino - Board Member

Marty Walker - Board Member

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Page 21: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2020 Board of Directors Slate

Justin Smitherman

Deb Rickert

David LaBarre

Alice Leong

Carl Pedersen

Bill Kohnke

Rick Smolke

Bill Strenning

Alan Salter

Matt Metzger

Wayne Marshall

Bruce Kannry

Jeremy Hirst

Marty Walker

Joe DalPino 21

Page 22: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Many Thanks

- Thank you to Dan Dexter who has provided years of service and expertise to OSOT-A

- Dan has served on the BOD since nearly inception, his positions have included

- Treasurer

- Chairman

- Member at Large

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2020 BOD Applicants- We had a total of 7 new applications this year

- We interviewed and offered BOD positions to 6 of the 7

- We created an advisory panel for 2020

- Panel will be composed of individuals who have had or can possibly be future BOD members

- These individuals will play a role (similar toBOD) but will not have a vote or have to meet the BOD requirements throughout the year

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Page 24: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2020 BOD Applicant

- Please stand and tells us a little about who you are and your background

- David LaBarre

- Alice Leong

- Carl Pedersen

- Alan Salter

- Jeremy Hirst

- Bill Kohnke

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Page 25: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2020 Board of

Directors motion to

approve

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Program Review Active Duty Support

Comfort and Care Package Program

Christmas Stockings

Over The Edge

Family Resource and Support

Leap of Faith

Presentation Team

Returning Veteran Outreach

Veterans Assistance Program

GI Yoga

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2019 Comfort and Care Package Program

4,400 boxes shipped

90,972 pounds shipped

Packed and shipped our

2 millionth pound in

February 2019

$122,098 spent on

postage

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ABC CHANNEL 7 ChicagoNEWS

Stacey Baca

Link to ABC 7 Chicago Segment

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Page 30: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Christmas Stockings Over 8,000 stockings shipped

last year vs. 6500 in 2018!

78 outside groups came to

help put together the

Christmas stockings for our

troops for a total of 2,653volunteer hours

OSOT-America volunteers also

put together Christmas

stockings for other Veteran

groups, including: Hines VA

and Fisher House as well as

the USO at O'Hare Airport and

the Great Lakes Naval Base.

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Page 31: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Over The Edge 2019 1st Over The Edge event held at Hotel Arista in

Naperville on September 14, 2019

Individuals raised funds through an online platform to rappel down the side of Hotel Arista

Event also included: military members on site with interactive displays, sponsorship tables, Scott McCay from 95.9 The River as DJ, and Mission BBQ donated lunch for volunteers.

Event netted $131,000

Stacey Baca from ABC 7-Chicago rappelled live on the air during the evening news on Friday, September 13 during our VIP day.

Over The Edge 2020 will be held on September 12th, 2020 at Hotel Arista.

Fundraising link for 2020: https://fundrazr.com/osot-america-2020

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Page 32: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Over The Edge 2019Stacey Baca ABC 7

VIDEO HERE

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Page 33: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 Leap of Faith

21st Leap of Faith

Seminar completed

October 2019

656 participants since the

first seminar in 2011

Island Dolphin Care

Southern8ths Horse Farm

U.S. Army Golden

Knights/All Veteran

Parachute Team

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Page 34: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Leap of FaithVideo

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Carlos Jump with the All Veteran Parachute Team

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2019 Presentation Team Team Leader-Kathy Clark

(Need more volunteers to interact in community)

30 presentations given by the Presentation Team

Requests taken a [email protected]

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Page 36: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

Presentation Team

Anyone want to join? Please let us know at

[email protected]

What do you do as a Presentation Team member?

Speak to small or large groups about what we do – show

off a care package

Attend events and interest people in volunteering or

setting up donation drives

You choose which events you are willing to do

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2019 Veterans Assistance Program

94 veterans helped with $131,867 in support

Updated and revamped program for 2020 effective

3/1/20

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Page 38: Annual Meeting March 5, 2017...Net Fundraising Income 196 102 +94 +92% Net Fundraising (in thousands) 2019 Financial Report Type 2019 2018 $ Change % Change Rockin For the Troops 0

2019 GI Yoga

Five classes a week

10-15 students per class

Free demonstrations at the

DuPage Vet Center

Students develop a sense of

community with each other

due to their Veteran status

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2020 Honored Partners

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Dr. Doug McKinley

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Time to Eat!

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Thank you to

Mission BBQ in Downers Grove for generously donating today’s meal!


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