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Tall Pines Corporate Strategy document sample
Tall Pines Corporate Strategy document sample
Mission TPC’s mission is to preserve our rural heritage by protecting remaining farmland, water resources, natural areas and open spaces impacting Northwestern Waukesha County. Vision TPC will have permanently protected a signiﬁcant portion of remaining farmland, water resources, natural and open space impacting Northwestern Waukesha County. We will have successfully cultivated a common land ethic by having aﬀected public policy through education and advocacy. 2009 Annual Report P.O. Box 65 • Nashotah, WI 53058 • tel 262-369-0500 • fax 262-367-5245 email email@example.com • visit www.tallpinesconservancy.org The Tall Pines Conservancy is a 501 (c) (3) tax exempt organization. Printed on recycled paper. Back/front photo: Koepke Family Farm by Kim Koepke SUPPORTER continued... Art Harrington Judy Stark Mary & Ron Siepmann Susan & Jim Hatch Mary & John Stocking Jayne & Reginald Smith Peggy & Tim Helz Tamara Swan Message from Our President... Jeﬀ Spence Elizabeth & Ellis Herbon John Taylor Lori & Jasbir Sra Patricia & Donald Heyrman Robert Trapp The economy has gone through a tumultuous storm, but the awareness of retaining open space, educating interested parties on Mary & Sandy Syburg Sharon & Mike Hipp Heidi & Mark von Hagke conservation easements and monitoring of the easements, as well as obtaining necessary support Mary & William Talbot Margaret & Win Hollister Jo & Robert Wagner funding, has been on a steady course. Jane & Scott Tanis Joyce & Jim Huber Holly & Steve Warner Tall Pines Conservancy’s staﬀ, in concert with our Board Members and many volunteers, has been Bob Thome Jeremy Irwin Faye & Richard Wetzel implementing the Tall Pines’ mission statement of preserving farmland, open space and water resources Paddy & Guy Kieckhefer Jodi & Cully White Dwyn von Bereghy in the northwest Waukesha County environs. In addition to the eleven Board Members, ﬁve of whom serve as Committee Chairs, there are Lori & Richard Watt Betty & Kevin Klink 39 volunteers who serve the various committees, oﬀering ideas and planning assistance, as well as Karen & Greg Wilkey Sharon & Allen Koenig SENTRY $50-$74 physical assistance in implementing the various programs and activities. It is an understatement to say Madonna & Jay Williams Kim & John Koepke Christa & Scot Banholzer that without the volunteers assisting the staﬀ and Board Members, Tall Pines could not carry on. A Mary & Adel Korkor Sue & Dennis Czarniak sincere “Thank You!” to all dedicated open space believing volunteers! While we always welcome new volunteers, know that TPC will also be looking for three to four new Board Members who represent GUARDIAN $75-$249 Kim & Dean Krotts Jim & Sally Eichstedt speciﬁc skills and geographic locations. Bee Anderson Julie & Tim Lamont Cynthia & Craig Ficenec 2009 proved to be a positive year with ﬁnancial donations derived from varied activities to support Sara Barczak Lola & Bob Loepfe Karen & Kenneth Flitz our endeavors. The support of staﬀ and volunteer activities was funded, in part, by themed fund raising Bardes Products, Inc. Susan Loomans Janet & Jack Grimm dinners; we are thankful for the dedication and donations of these concerned individuals who hosted Sarah & John Bartosz Katy & Fred Luedke Paul Kanter and attended these events. Andrea & Iain Mackay Tom Kranick Blythe & Alton Bathrick Our Executive Director, as well as several Board Members, attended seminars throughout the year, and implemented their knowledge through our various activities and programs. Tall Pines was also Ann Beier Ron Nash & Susan Marguet Gae & Fred Lach instrumental in coordinating the desires and planning eﬀorts of the Town of Oconomowoc, Waukesha Peggy & Richard Berk Fred McGaver Paula Mayer County and the Town of Ashippun, Dodge County to apply for the Agricultural Enterprise Areas Susie & Terry Bischoﬀ Leonard Noll Kathleen & David Mesick Program oﬀered by the Wisconsin Department of Agriculture Trade and Consumer Protection. Linda & Dan Braun Terry & Peter Ogden Bunkie Miller Board Members and Staﬀ responded to many inquiries this past year relative to open space Carrie & Glen O’Malley Laura Mullins Kathy & Robert Brumder planning and easement formation. We know that such inquiries are but the start of a long term analysis of one’s position on conservation issues as well as the ﬁnancial options. This process often takes years Vicki Blachly-Burnett Augie Pabst Mary Dell Pritzlaﬀ of maturation. Know that Tall Pines staﬀ will be here to accommodate ﬁnal considerations. Know, too, John Clair Janet & Eric Parker Nancy Reiland that current annual revenues allow TPC to keep pace with current ﬁnancial demands, but the length of Kathy & Kevin Coakley Ray Peebles Lori Schneider the process requires continued ﬁnancial assistance to keep the organization viable! Cheri & Jim Cope Carol & Benjamin Pratt The preparation of TPC’s annual budget typically reﬂects the past year’s income and expenses and Sharon & Michael Pretasky ADVOCATE $15-$49 Maripat & Tom Dalum deviations therein, along with the organization’s long term goals. So it should be with our personal budget planning. A recent article in the USA Today newspaper addressed the book ‘The Art of Giving: Paula & Paul Decker Cindy & Tom Price Amy & Thomas Amherdt Where the Soul meets the Business Plan’. The article stated that one’s yearly budget should include Gabi & Tom Eschweiler Betty Quadracci Julie Bohen philanthropy, but to avoid surprises, or fear, that may interfere with your retirement plans. Whether Cynthia & Jim Ethington Beth & Paul Raab EJ Brumder one donates $50, $500, $5,000, or more, one should identify what they are really interested in, Cindy & Dennis Evinrude Mary & Ross Read Denise & James Buchanan knowing that one should not give with emotion only. It was stated that where one’s soul meets one’s June Rector Carol & David Falstad James Ewens business plan is where passion and budget get together. Tall Pines Conservancy’s mission is to preserve our area’s rural heritage. It is a mission based on the Kathryn & Raja Flores Gail & Rob Ritter Avery Goodrich need of the soul to enjoy the ecologic and visual beneﬁts of open space, balanced with the economic Jessica & Dennis Foley Carol Rosenthal Nancy Lannert need of agricultural enterprises and the necessity to minimize the oftentimes unwarranted taxation Angela & Allen Frater Karen & Andy Sawyer Audrey Lasse caused by urban sprawl. Anne & Tom Frentzel Debbie & Mark Schaefer Carolynn Leaman The Staﬀ, Board Members and volunteers of Tall Pines Conservancy deeply appreciate your fruitful Ken Schmidt Lindsey Mages Kathy & Stuart Friend time and donations, as well as your referrals of TPC’s mission to others. Thank you for keeping Tall Pines Conservancy in your soul and in your ﬁnancial plan. Victoria & Terry Gaynor Susie & Matt Schneider Pamela Millen It is the Board’s pleasure to serve the mission of Tall Pines Conservancy. Peggy & Troy Giles Kathy & John Seiberlich Liesl Schultz Kris & Curt Gustafson Kristin & John Sheehan Town of Delaﬁeld Respectfully, Peggy & Peter Haesler Carol & Robert Sitzberger Town of Merton Truman D. Schultz Maureen & Rick Stalle Waukesha County Judy Hansen President Thanks to All Our Generous Supporters 2009 Goals & Accomplishments Maximize the number of acres protected by Tall Pines Conservancy wishes to recognize and thank the following individuals for conservation agreements... their outstanding support. In the past 10 years, TPC has preserved over 600 acres! Without this support, TPC would not have accomplished such signiﬁcant success. • TPC facilitated a application process to a voluntary DATCP program whereby agricultural lands in the Town board of directors 2 0 0 9 Provident Realty Company Quad/Graphics SUPPORTER $250-$499 Amy & Kent Attwell of Oconomowoc—Waukesha County and the Town of STEWARDSHIP Ashippun—Dodge County could become part of an Truman D. Schultz Caran & Joel Quadracci Eileen & David Baldus Agricultural Enterprise Area, promoting agribusiness and President SOCIETY $1000 & ABOVE Lynn & Paul Rix Elizabeth & Flint Bridge potential tax incentives while setting aside their land from Kathe & Bill Biersach Claire Rolfs Pam & Joe DeRosa development for 15 years. We worked closely with oﬃcials Steven M. Traudt Grace & Steve Boysa from Waukesha and Dodge Counties, as well as the Towns Vice President Mary & Tom Rolfs Barbara & Wolfgang Dorner Nancy & Sam Bradt of Oconomowoc and Ashippun. Thomas J. Rolfs Foundation Alicia & Pat Dupies R. Jeﬀrey Harris Buchanan Family Foundation Mae & Jerome Sayles Suzy & John Dyrud Secretary Burkwald Family Foundation • TPC reﬁned and enhanced our conservation plan through Barbara & Truman Schultz Doolittle Charitable Trusts our mapping system identifying 5 priority project areas. Elaine Burke Anne & Fritz Seidel Toni & Daniel Flesch Jeﬀrey E. Spence Michele & Derek Deubel We developed a landowner outreach strategy that includes Stackner Family Foundation Grace & Peter Friend Treasurer D.R.E.A.M. Fund landowner packets with pertinent information and landowner Trainer Family Foundation Mary Jane & Don Gallo questionnaires. Our outreach strategies included working with William D. Biersach Joan Dukes Kathleen & Steve Traudt Jill & Andy Gehl landowners in the Towns of Oconomowoc, Merton, Delaﬁeld Samuel E. Bradt Lara & Hank Ehrsam *Windhover Foundation Faye Carney Gehl Trust, Inc. and Ashippun. Charles P. Brumder Carol & Tom Ehrsam Claire Greene Ray J. Peebles Alian Farnham Fund • A partnership was begun in 2009 with Quad/Graphics, The Caran H. Quadracci Four Four Foundation PROTECTOR $500-$999 Gordon Gunnlaugsson Nature Conservancy, Ozaukee Washington Land Trust, Carroll Theodore R. Rolfs Victoria & Frank Boucher Scott Haag Anne E. Sheedy Seidel John Gehl University and SEWRPC to develop common management Patty & Steve Brink Elizabeth & Chris Harned strategies for Camp/Quad and the adjoining Zinn Preserve in Greater Milwaukee Foundation–Anthony & Katie & Charlie Brumder Lisa & Mike Harris Washington County. staff Kathy & Guy Crane Christine & Tim Hentges Andrea Bryant Family Fund Susan Buchanan Susan Buchanan & Mary & Tag Hobert Raise public awareness and Laura Gralton Executive Director Michael Davis Robert Karnauskas support for our mission... Jean & Tom Harbeck Judy & Tim Fredman Barbara & Dennis Klein Katie Brumder Cynthia & Jeﬀ Harris • TPC organized the First Family Day at Camp/Quad. The free Patty & Robert Gardner Mary & James Koepke Administrative Kasdorf Family family fun day highlighted land preservation and featured nature Kubale Family Foundation Gretchen & Larry Coordinator Trust-Kaztex Companies hikes, ﬁshing, archery, nature based arts and crafts, a mountain Cathy & Jim Liebert Lemmenes Arthur C. Kootz Foundation man reenactment and carriage rides attracting 200 attendees. Julie & David Meier Jean Lindemann Carol & Rob Manegold Jennifer & John Quadracci Beth & Sean Major • The ﬁrst “Ride to the Barns” a cycling event that highlighted Sally Manegold Marjorie Reed Jean & Eugene Melzer local farms and local food was very well received and attracted Barbara & Tim Michels Julie & Ted Rolfs Amy & Carl Meyer 40 cyclists. Fall Harvest 2009 was expanded to include local Lynn Morrison & Sandy & Bill Rose Virginia & Doug Mills farmers featuring local food—and met our attendance Barbara Althaus Kim & Tom Schubert John & JoJo Neumann goal of 120, raising over $20,000 including expanded Melissa & Dave Myers corporate sponsorships. Marie Tallmadge Lisa & Keith Reed National Insurance Services Weiss Berzowski Brady LLP Kathy & Bruce Rosenheimer Nev 2/11 Foundation • As a part of our very successful dining series, the Polo event, Susan & Richard Wilke continued... PLAN Foundation attracted over 80 attendees and was featured in M magazine, and 40 guests were treated to Tuscany Night on Beaver Lake. *Tall Pines gives special thanks to the Windhover Foundation for their multi-year commitment of $250,000. continued... Source of Funds 2009 Goals & Accomplishments continued... 2009 Statement of Activities Contributions 78% • A feature article on Camp/Quad and • Links to invasive species informational videos Copies of the Tall Pines Conservancy 2009 ﬁnancial statements are available on request. Special Events 17% Tall Pines was written by Don Behm, and to the Mid-Kettle video are now on our Earnings & Interest 5% environmental reporter from the Journal website; and outside consultants are providing Source of Funds Sentinel. Tall Pines also was featured in the educational articles on land management for newsletters of Weiss Berzowski Brady, the our newsletters. Contributions 78% Source of Funds Amount Percent Rock River Coalition, Quad/News and Contributions 284,329 Special Events 17% 78% Gathering Waters. • We partnered with many outstanding Special Events 59,972 17% organizations in 2009 to work together Earnings & Interest 5% Earnings & Interest 17,384 5% • Our new TPC and Stewardship Society to meet mutual goals in land preservation 361,685 100% logos were kicked oﬀ in the 2009 spring activities including the Mid-kettle Partners, newsletter, and we completed a new TPC Ozaukee Washington Land Trust, the Rock Source of Funds Amount Percent brochure. Our website was revamped to River Coalition, Town and Country Resource Contributions 284,329 78% include more information about active land Conservation & Development, Drumlin Special Events 59,972 17% Earnings & Interest 17,384 5% management strategies. Area Land Trust, Greener Oconomowoc, The 361,685 100% Nature Conservancy, the Waukesha County Foster greater community Land Conservancy and Carroll University. involvement in conservation... • TPC met and surpassed our 2009 *Use of Funds • TPC conducted its ﬁrst formal monitoring development plan goals, our current training program for volunteers, and we membership has grown to approximately 300. Program Services 25% awarded the ﬁrst TPC “Volunteer of the Year” Fund Raising 11% award to Julie Bohen, our mapping volunteer, at our 2009 Annual Meeting. Special thanks to all Special Events 5% *Use of Funds • We conducted the ﬁrst Saving Rural our 2009 volunteers! Management & General 9% Program Services 25% Lands workshop with Towns of Merton, Purchase of Development Oconomowoc, Ashippun, and Concord, Fund Raising 11% Rights 22% inviting TPC membership and landowners Special Events 5% Payment of Principal in Debt 14% with over 50 in attendance. Management & General 9% Net Assets 14% Increase in Purchase of Development Rights 22% Use of Funds Payment of Principal in Debt 14% Amount Percent Program Services 89,822 25% Fund Raising Increase in Net Assets 14% 38,894 11% Special Events 18,752 5% Management & General 33,581 9% UsePurchase of Development Amount of Funds Rights 81,290 Percent 22% Program Services *Payment of Principal in Debt89,822 50,000 25% 14% Photo above: TPC conducts Fund Raising **Increase in Net Assets 38,894 49,346 11% 14% monitoring training for 12 Special Events 18,752 361,6855% 100% volunteers in partnership with Management & General 33,581 9% OWLT at Camp/Quad. Purchase of Development Rights 81,290 22% *Payment cash during in Debt 50,000 14% *Tall Pines usedof Principal 2009 to pay down debt incurred in 2005 to purchase development rights. **Increase in Net Assets 49,346 Interest on the debt is included in Management and General. At the end of14% the principal balance 2009, Photo on left: Guenther on the debt was $50,000. The last principal payment361,685 is due at 100% of 2010. of $50,000 the end Family Farm, Ashippun AEA. **This amount represents the net Increase in Net Assets after the Purchase of Development Rights and Payment of Principal on Debt.
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