2016-2017 RJO Annual General Report - ver 10417 1972017
Welcome and Introductions
Welcome Organization Executive Reports Committee Reports Committee Roles Elections and New Leaders
2016-2017 RJO Annual General Report - ver 10417 2972017
Organizational Chart ndash 2016-2017
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentVelta Rouchon
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 3972017
Advisory Council ndash 2016-2017
Howard Allen
Karen Bailey-Turner
Hope Drummond
Delroy Morgan
Carol Anne Strawbridge
Earlando Thomas
Kate Washington
2016-2017 RJO Annual General Report - ver 10417 4972017
Programs amp Support Program Services include
Health Fair Business Development Mothersrsquo Day ndashdual Theodora Project Taste of Home Coat Drive wWDKX Caribbean American Heritage Month activities
Support Services include Gala Golf Tournament
2016-2017 RJO Annual General Report - ver 10417 5972017
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Welcome and Introductions
Welcome Organization Executive Reports Committee Reports Committee Roles Elections and New Leaders
2016-2017 RJO Annual General Report - ver 10417 2972017
Organizational Chart ndash 2016-2017
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentVelta Rouchon
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 3972017
Advisory Council ndash 2016-2017
Howard Allen
Karen Bailey-Turner
Hope Drummond
Delroy Morgan
Carol Anne Strawbridge
Earlando Thomas
Kate Washington
2016-2017 RJO Annual General Report - ver 10417 4972017
Programs amp Support Program Services include
Health Fair Business Development Mothersrsquo Day ndashdual Theodora Project Taste of Home Coat Drive wWDKX Caribbean American Heritage Month activities
Support Services include Gala Golf Tournament
2016-2017 RJO Annual General Report - ver 10417 5972017
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Organizational Chart ndash 2016-2017
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentVelta Rouchon
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 3972017
Advisory Council ndash 2016-2017
Howard Allen
Karen Bailey-Turner
Hope Drummond
Delroy Morgan
Carol Anne Strawbridge
Earlando Thomas
Kate Washington
2016-2017 RJO Annual General Report - ver 10417 4972017
Programs amp Support Program Services include
Health Fair Business Development Mothersrsquo Day ndashdual Theodora Project Taste of Home Coat Drive wWDKX Caribbean American Heritage Month activities
Support Services include Gala Golf Tournament
2016-2017 RJO Annual General Report - ver 10417 5972017
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Advisory Council ndash 2016-2017
Howard Allen
Karen Bailey-Turner
Hope Drummond
Delroy Morgan
Carol Anne Strawbridge
Earlando Thomas
Kate Washington
2016-2017 RJO Annual General Report - ver 10417 4972017
Programs amp Support Program Services include
Health Fair Business Development Mothersrsquo Day ndashdual Theodora Project Taste of Home Coat Drive wWDKX Caribbean American Heritage Month activities
Support Services include Gala Golf Tournament
2016-2017 RJO Annual General Report - ver 10417 5972017
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Programs amp Support Program Services include
Health Fair Business Development Mothersrsquo Day ndashdual Theodora Project Taste of Home Coat Drive wWDKX Caribbean American Heritage Month activities
Support Services include Gala Golf Tournament
2016-2017 RJO Annual General Report - ver 10417 5972017
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Constitution and Bylaws The RJO Bylaws are at
httpwwwrochesterjamaicanorgdocumentsbylawspdf
Members are encouraged to review and provide input
2016-2017 RJO Annual General Report - ver 10417 6972017
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Executive Board ReportPresident Frater
Secretary Crosdale
Treasurer Thomas
2016-2017 RJO Annual General Report - ver 10417 7972017
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
President - Successes Partnerships
City of Rochester Boys and Girls Clubs RWIFO Baobab CCSI WDKX others
Membersrsquo commitment and persistence
Programs and events
Scholarships
Theodora Project
Advantages of 501(c)3
Gala sponsorships
Commitment to organization mission
2016-2017 RJO Annual General Report - ver 10417 8972017
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
President - Challenges Division of labor and follow through on commitments
Membership numbers
Database
Value proposition
Member-at-Large hellip Youth Member
Development
Labor intensiveness of grant writing and reporting
Diversifying revenue sources
Communication
Website amp others
Budget
Fulfilling requests for assistance
Maintaining a balanced budget
2016-2017 RJO Annual General Report - ver 10417 9972017
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Opportunities Build on the momentum of gala to expand membership and participation
Expand Advisory Council and refine the role of Advisory Council
Continue to take advantage of the 501(c)3 status by
engaging in grant writing
maintaining existing sponsors
seeking additional sponsorship support
being vigilant to ensure compliance
Annual Planning
Define Event Dates and Venue Early
Campaign and Promote Events Early
Expand collaboration with other agencies
2016-2017 RJO Annual General Report - ver 10417 10972017
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
President - 2017-18 Goals Events and Programs
Fundraising
MarketingPRCommunications
Meeting the obligations of our charter
2016-2017 RJO Annual General Report - ver 10417 11972017
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Secretary Improved Information Distribution ndash Minutes Mail PhoneEmail Messages
Timely information to Executives Advisory Councils and Chairpersons Detailed RJO Minutes and Actions Improved use of Website
Enhanced Relationships - MembersAdvisory CouncilFriends-of-RJO Emails of RJO events Community Partnersrsquo news Shared Deaths Notices Job Offering Workshop Opportunities amp Holiday Greetings Strengthen RWIFO amp City of Rochester Links
Initiated Coordination - Membership amp Communication Committees Progressing Membership Strategy with Floyd Bayley Started Communication Strategy with Nancy Sheldon
2016-2017 RJO Annual General Report - ver 10417 12972017
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Secretary ndash Goals Improve Efficiency -
Get help with duties ndash Like minutes Utilize Databases and Automation More Timely ldquoLetters Of Thanksrdquo to SupportersDonors
2017 Letters Still Pending
Improve Committee Integration - Membership and Communication Enhance Value of Membership Match Member Skills to Committees Elevate RJOrsquos Brand for increased membership and sponsorship Use effective recruitment and dynamic communications strategies
2016-2017 RJO Annual General Report - ver 10417 13972017
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Treasurer Jan ndash Aug Breakdown Fundraising and Mission Overall Fundraising Breakdown
Brunch Golf Gala
Past 4-Years trends Performance
2016-2017 RJO Annual General Report - ver 10417 14972017
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Jan ndash Aug Income Sources Income $43018
99 of income from fundraisers
Gala biggest fundraiser
lsquoOtherrsquo includes health fair registration donations outside of fundraisers and membership dues
Brunch10 Golf
8
Gala79
2016 Gala2
Other1
972017 2016-2017 RJO Annual General Report - ver 10417 15
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Jan ndash Aug 2017 ExpensesMothers
Day Brunch4
Golf Tournamen
t5
Gala66
Scholarship7
Admin3
Caribbean Heritage
2
Other1
Health Fair4
Theodora8
Expenses $30914
75 of our expenses are fundraising expenses
Management expenses include website maintenance telephone postage stationery insurance premium
972017 2016-2017 RJO Annual General Report - ver 10417 16
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Fundraising amp Mission
75 Fundraising 22 Mission 3 Admin
972017 2016-2017 RJO Annual General Report - ver 10417 17
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Fundraiser 3 ndash Gala Rev Revenues
$33598 received $760 in receivables $1300 in pledges
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Fundraiser 3 ndash Gala Exp Expenses
$19971
Net $13627 (+ $1300 + $760)
972017 2016-2017 RJO Annual General Report - ver 10417 21
Hotel62Printing
8
Decoration4
Graphic Design3
Speakers3
Band12
Helpers2
Photos2
Transportation1
Lunches1
AV equipment1
Other1
Table- Assets amp Liabilities
972017 2016-2017 RJO Annual General Report - ver 10417 22
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Table- Assets amp Liabilities
972017 2016-2017 RJO Annual General Report - ver 10417 22
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Total Expenses
Total Income
2014
2015
2016
Sep-17
Mothers Day Brunch
$ 130556
Brunch
$ 420800
Assets
Golf Tournament
$ 144387
Golf
$ 367700
Checking Acc
$ 377800
$ 85500
$ 634800
$ 1743600
Gala
$ 2027126
Gala
$ 3389800
Paypal Acc
$ 5800
$ 4700
$ 8800
$ 16100
Film Festival
$ 17856
Membership Dues
$ 12500
Undeposited Funds
$ 60000
$ 30000
Flag Raising
$ 50000
2016 Gala
$ 90000
Receivables
$ 120000
$ 57500
$ 20000
$ 76000
Health Fair
$ 134940
Health Fair
$ 15000
Pledges
$ 150000
$ 130000
$ 130000
Scholarship
$ 100000
Donation
$ 6000
Total Assets
$ 503600
$ 357700
$ 793600
$ 1995700
ManagementGeneral
$ 98506
$ 4301800
Independence
$ 15000
Liabilities
Networking
$ 10000
Total Income
Credit Card Balance
$ 1602500
$ 1050600
$ 425100
$ - 0
Membership
$ 13104
Brunch
$ 420800
Pledge to Theodora
$ 250000
$ 250000
$ 250000
$ 500000
Golf
$ 367700
Uncleared checks
$ 250000
$ 200000
Gala
$ 3389800
Total Liabilities
$ 1852500
$ 1300600
$ 925100
$ 700000
$ 2741475
2016 Gala
$ 90000
Other
$ 33500
2014
2015
2016
2017
Expenses including scholarship and Theod
Brunch
$ 160500
$ 116300
$ 227700
$ 290300
Mothers Day Brunch
$ 130556
$ 4301800
Golf tournament
$ 104100
$ 190000
$ 111400
$ 223400
Golf Tournament
$ 144387
Gala
$ (235100)
$ 343200
$ 965700
$ 1362700
Gala
$ 2027126
Scholarship
$ 200000
ManagementGeneral
$ 98506
Caribbean Heritage
$ 67856
Other
$ 38104
Health Fair
$ 134940
Theodora
$ 250000
$ 3091475
Fundraising and Mission Expenses
Fundraising
$ 2302069
Scholarship
$ 200000
Theodora
$ 250000
Health Fair
$ 134940
ManagementGeneral
$ 98506
Programs
$ 105960
$ 3091475
Brunch Expenses
Brunch
Food
$ 22542
Tickets
$ 372000
Supplies
$ 25814
Donation
$ 30000
Venue
$ 75000
Raffle
$ 18800
Printing
$ 4200
Misc
$ 3000
$ 420800
$ 130556
Golf Tournament
Golf Tournament
Greens
$ 70000
Registration
$ 93500
Dinner
$ 47600
Sponsorship
$ 246000
Snack
$ 5443
Dinner
$ 15000
Printing
$ 12056
Donation
$ 12000
Trophies
$ 9288
Mulligan
$ 1200
$ 144387
$ 367700
Gala
Gala
Hotel
$ 1234750
Sponsorship
$ 1300000
Printing
$ 168771
Tickets
$ 1467500
Decoration
$ 80515
Ad
$ 56000
Raffle
$ 10000
Donation
$ 260800
Graphic Design
$ 59500
Scholarship
$ 112000
Speakers
$ 58142
Theodora
$ 66000
Band
$ 250000
Raffle
$ 20000
Helpers
$ 36000
Photos
$ 23000
Photos
$ 30600
Babysitting
$ 7000
Transportation
$ 20000
Silent Auction
$ 47500
Lunches
$ 26500
$ 30000
Plaque
$ 2995
Gala Total
$ 3389800
AV equipment
$ 16000
Postage
$ 3353
Gala
Change
$ 30000
Sponsorship
$ 1300000
$ 2027126
Tickets
$ 1467500
Ad
$ 56000
Hotel
$ 1234750
Donation
$ 260800
Printing
$ 168771
Scholarship
$ 112000
Decoration
$ 80515
Theodora
$ 66000
Graphic Design
$ 59500
Other
$ 50000
Speakers
$ 58142
Silent Auction
$ 47500
Band
$ 250000
Helpers
$ 36000
$ 3359800
Photos
$ 30600
Transportation
$ 20000
Lunches
$ 26500
AV equipment
$ 16000
Other
$ 16348
$ 1997126
Date
Category
Group
Description
Payer
Designation
Amt
Vendor
2017 Category
2017 Total
020217
Fundraising
Mothers Day Brunch
Donation
Jacqueline Sinclair Parker
$5000
Brunch
$ 420800
020217
Fundraising
Mothers Day Brunch
Donation
Fitzroy Crosdale
$4000
Golf
$ 367700
020217
Membership Dues
Membership Dues
Membership Dues
Owen Dunkley
$2500
Gala
$ 3389800
020217
Membership Dues
Membership Dues
Membership Dues
Tieese Reid
$2500
Membership Dues
$ 12500
020917
Fundraising
Mothers Day Brunch
Donation
Floyd Bayley
$6000
2016 Gala
$ 90000
Fundraising
2016 Gala
Sponsorship
Alphagraphics
Gala 2016
$75000
Health Fair
$ 15000
031017
Fundraising
2016 Gala
Michelle Thompson-Taylor
Gala 2016
$15000
Donation
$ 6000
041517
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
2 adults
$6000
Velta Rouchon
$ 4301800
042717
Fundraising
Golf tournament
Sponsorship
Marathon
Hole Sponsor
$5000
050417
Membership Dues
Membership Dues
Membership Dues
Margaret Patterson
$2500
050917
Fundraising
Mothers Day Brunch
Donation
Ron Thompson
$5000
$4301800
050917
Fundraising
Mothers Day Brunch
Tickets
Ron Thompson
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Patrick Jones
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$15000
050417
Fundraising
Mothers Day Brunch
Tickets
Sandra Williams
$27000
050417
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$3000
051117
Fundraising
Mothers Day Brunch
Tickets
Andrea Clarke
$6000
Gala
051117
Fundraising
Mothers Day Brunch
Donation
Hope Drummond
$5000
Sponsorship
$ 1300000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$10500
Tickets
$ 1467500
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Ad
$ 56000
051117
Fundraising
Mothers Day Brunch
Tickets
Hope Drummond
$6000
Donation
$ 260800
051117
Fundraising
Mothers Day Brunch
Tickets
Velta Rouchon
$18000
Scholarship
$ 112000
051317
Fundraising
Mothers Day Brunch
Tickets
Marjorie Thomas
$24000
Theodora
$ 66000
051317
Fundraising
Mothers Day Brunch
Raffle
Mixed
$18800
Raffle
$ 20000
051417
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$21000
Photos
$ 23000
051417
Fundraising
Mothers Day Brunch
Tickets
Delroy Morgan
$31000
Babysitting
$ 7000
051417
Fundraising
Mothers Day Brunch
Tickets
Linford Hamilton
$30000
Silent Auction
$ 47500
051417
Fundraising
Mothers Day Brunch
Tickets
Steven Service
$12000
$ 30000
051417
Fundraising
Mothers Day Brunch
Tickets
Floyd Bayley
$3500
Gala Total
$ 3389800
051417
Fundraising
Mothers Day Brunch
Tickets
Marlene Henry
$24000
051417
Fundraising
Mothers Day Brunch
Tickets
Gladstone Crosdale
$6000
051417
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$78000
051417
Individual contribution
Donation
Donation
Garth Blair
$2000
Golf
051417
Membership Dues
Membership Dues
Membership Dues
Garth Blair
$2500
Registration
$ 93500
052717
Fundraising
Gala
Donation
Raymond Farquharson
$7500
Sponsorship
$ 246000
060117
Fundraising
Mothers Day Brunch
Tickets
Casmic Reid
$3000
Dinner
$ 15000
060117
Fundraising
Mothers Day Brunch
Tickets
Horace Byfield
$6000
Donation
$ 12000
060117
Individual contribution
Donation
Donation
Delroy Morgan
$4000
Mulligan
$ 1200
060117
Fundraising
Mothers Day Brunch
Tickets
Dianne Neufville
$6000
060117
Fundraising
Gala
Sponsorship
Rochester Community Foundation
$25000
$ 367700
060117
Fundraising
Gala
Sponsorship
North American Breweries
$100000
060117
Fundraising
Golf tournament
Sponsorship
BampL
$35000
060117
Fundraising
Golf tournament
Registration
BampL
$30000
Mothers Day Brunch
060117
ProgramsServices
Health Fair
Registration
Legal Assistance of Western NY
$5000
060117
ProgramsServices
Health Fair
Registration
YourCare Health Plan
$5000
Tickets
$ 372000
060117
Fundraising
Gala
Sponsorship
Tops
$25000
Donation
$ 30000
060117
Fundraising
Gala
Sponsorship
LaBella
$50000
Raffle
$ 18800
061017
Fundraising
Golf tournament
Mulligan
Lisa
$1200
061017
Fundraising
Golf tournament
Donation
Fitzroy Crosdale
$4000
$ 420800
061017
Fundraising
Golf tournament
Dinner
Jacqueline Sinclair-Parker
$3000
061017
Fundraising
Golf tournament
Dinner
Delroy Morgan
$6000
061017
Fundraising
Golf tournament
Dinner
Tieese Reid
$3000
061017
Fundraising
Golf tournament
Registration
Henry Isaacs
061017
Fundraising
Golf tournament
Sponsorship
Henry Isaacs
$206000
061017
Fundraising
Golf tournament
Donation
Floyd Bayley
$8000
061017
Fundraising
Golf tournament
Registration
Casmic Reid
$7500
061017
Fundraising
Golf tournament
Registration
Allan Nisbeth
$8000
061017
Fundraising
Golf tournament
Registration
Roger Smith
$8000
061017
Fundraising
Golf tournament
Registration
Lynn Turner
$8000
061017
Fundraising
Golf tournament
Registration
Hugh Walker
$8000
061017
Fundraising
Golf tournament
Dinner
Hugh Walker
$3000
061017
Fundraising
Golf tournament
Registration
Earlando Thomas
$8000
061017
Fundraising
Golf tournament
Registration
Marcus
$8000
061017
Fundraising
Golf tournament
Registration
Frank
$8000
061517
Fundraising
Mothers Day Brunch
Donation
Daniel Zerbe
$5000
061617
ProgramsServices
Health Fair
Registration
MVP
$5000
061617
Fundraising
Gala
Sponsorship
Mike Vesa Auto
$25000
061617
Fundraising
Gala
Sponsorship
Yaeger treviso amp Associates
$50000
061617
Fundraising
Gala
Theodora
Yaeger treviso amp Associates
$6000
061617
Fundraising
Gala
Scholarship
Caring and Sharing
$100000
061617
Fundraising
Gala
Tickets
Caring and Sharing
$65000
061617
Fundraising
Gala
Ad
Caring and Sharing
$10000
063017
Fundraising
Gala
Sponsorship
Greater Rochester Health Foundation
$100000
063017
Fundraising
Gala
Sponsorship
Excellus BCBS
$50000
Fundraising
Gala
Sponsorship
Exelon
$100000
070617
Fundraising
Gala
Scholarship
J Y Tyson
$5000
070617
Fundraising
Gala
Donation
Ronald Sosinski
$5000
070617
Fundraising
Gala
Ad
Francati Associates
$10000
070617
Fundraising
Gala
Tickets
YMCA of Rochester
$7000
Delroy Morgan
070617
Fundraising
Gala
Tickets
Gladstone Crosdale
$21000
070617
Fundraising
Gala
Ad
Livies
$6000
070617
Fundraising
Gala
Sponsorship
Blue tie Inc
$25000
070617
Fundraising
Gala
Donation
Blue tie Inc
$6000
070617
Fundraising
Gala
Sponsorship
Paychex
$25000
070617
Fundraising
Gala
Donation
Paychex
$4000
070617
Fundraising
Gala
Tickets
Fitzroy Crosdale
$28000
Fitzroy Crosdale
070617
Fundraising
Gala
Ad
Fitzroy Crosdale
$6000
070617
Fundraising
Gala
Sponsorship
Alphagraphics
$100000
070617
Fundraising
Gala
Ad
Associate Taxi
$10000
071817
Fundraising
Gala
Donation
Carol Anne Strawbridge
$65000
071817
Fundraising
Gala
Tickets
MCC
$42000
071817
Fundraising
Gala
Sponsorship
Medaille College
$50000
071817
Fundraising
Gala
Sponsorship
Pathstone
$50000
071817
Fundraising
Gala
Ad
Reynolds II LPHighland Manor
$10000
071817
Fundraising
Gala
Sponsorship
Steel Tech Fabricators
$100000
071817
Fundraising
Gala
Tickets
Steel Tech Fabricators
$32500
071817
Fundraising
Gala
Sponsorship
RIT
$50000
071817
Fundraising
Gala
Tickets
Floyd Bayley
$55000
071817
Fundraising
Gala
Tickets
Mary Taylor
$10000
Floyd Bayley
071817
Fundraising
Gala
Tickets
Sandra Williams
$14000
071817
Fundraising
Gala
Tickets
Simone Lee
$7000
Sandra Williams
071817
Fundraising
Gala
Tickets
Caroline Ikpeze
$7000
Angela Annakie
071817
Fundraising
Gala
Tickets
Cecile Lewis
$15000
Linford Hamilton
071817
Fundraising
Gala
Tickets
Jennifer Allen
$28000
071817
Fundraising
Gala
Tickets
Angela Annakie
$14000
071817
Fundraising
Gala
Tickets
Gregory Lewis
$14000
Marjorie Thomas
072117
Fundraising
Gala
Sponsorship
Ethan maya
$50000
072117
Fundraising
Gala
Tickets
Marlene Henry
$14000
072117
Fundraising
Gala
Tickets
Anthony Kinslow
$65000
072117
Fundraising
Gala
Tickets
Sandra Williams
$7000
072117
Fundraising
Gala
Tickets
Roy Richards
$7000
072117
Fundraising
Gala
Tickets
Rola OMeally
$7000
Casmic Reid
072117
Fundraising
Gala
Tickets
Casmic Reid
$14000
072117
Fundraising
Gala
Tickets
Prescod Leadership
$14000
Delroy Morgan
072117
Fundraising
Gala
Tickets
Delroy Morgan
$7000
Delroy Morgan
072117
Fundraising
Gala
Raffle
Mixed
$20000
072117
Fundraising
Gala
Photos
Mixed
$21200
072117
Fundraising
Gala
Babysitting
Harold Johnson
$3000
072217
Fundraising
Gala
Tickets
Steven Service
$56000
Steven Service
072217
Fundraising
Gala
Tickets
Velta Rouchon
$14000
072217
Fundraising
Gala
Tickets
Clinton amp Ralston
$79000
072217
Fundraising
Gala
Tickets
Hope Drummond
$21000
072217
Fundraising
Gala
Tickets
Hope Drummond
$30000
Hope Drummond
072217
Fundraising
Gala
Tickets
Gina Cuyler
$14000
Hope Drummond
072317
Fundraising
Gala
Tickets
Jacqueline Sinclair Parker
$65000
Jacqueline Sinclair Parker
072317
Fundraising
Gala
Tickets
Karen Bailey Turner
$35000
072317
Fundraising
Gala
Tickets
Veronica Manning
$7000
072317
Fundraising
Gala
Tickets
Thomas M Kicior Jr
$14000
Casmic Reid
072317
Fundraising
Gala
Tickets
Caring and Sharing
$65000
Kimberly Roberson
072317
Fundraising
Gala
Tickets
Desiree
$7000
Marlene Henry
072317
Fundraising
Gala
Tickets
Garth Blair
$14000
072317
Fundraising
Gala
Tickets
Casmic Reid
$21000
072317
Fundraising
Gala
Tickets
Janice HollandU of R
$65000
072317
Fundraising
Gala
Tickets
Linford Hamilton
$14000
Linford Hamilton
072317
Fundraising
Gala
Babysitting
Linford Hamilton
$2000
072317
Fundraising
Gala
Ad
A1 Bondsman
$4000
072317
Fundraising
Gala
Tickets
Lascelles McDaniel
$14000
072317
Fundraising
Gala
Tickets
Willard Brown
$7000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ron Thompson
$14000
Ron Thompson
072317
Fundraising
Gala
Tickets
Ann Barnes
$28000
Ann Barnes
072317
Fundraising
Gala
Tickets
Lorraine Bryan
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Jerome Davis
$7000
Ann Barnes
072317
Fundraising
Gala
Tickets
Dianne Neufville
$20000
Dianne Neufville
072317
Fundraising
Gala
Tickets
Dianne Neufville
$45000
Dianne Neufville
072317
Fundraising
Gala
Silent Auction
Mixed
$26000
072317
Fundraising
Gala
Silent Auction
Carole Castle
$4000
072417
Fundraising
Gala
Sponsorship
Greece ObGyn
$50000
072417
Fundraising
Gala
Tickets
Earlando Thomas
$7000
Marjorie Thomas
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Jose DaCosta
$2000
072117
Fundraising
Gala
Donation
Kerri P
$2000
072117
Fundraising
Gala
Donation
Steven Service
$2000
072117
Fundraising
Gala
Theodora
Nancy Sung Shelton
$2000
072117
Fundraising
Gala
Donation
Tom Kicior
$2000
072117
Fundraising
Gala
Donation
Table 7
$5000
072117
Fundraising
Gala
Theodora
Kenisha Calucho
$2000
072117
Fundraising
Gala
Theodora
Harold Johnson
$1000
072117
Fundraising
Gala
Donation
Andrea Clarke
$500
072117
Fundraising
Gala
Theodora
Anonymous
$2500
072117
Fundraising
Gala
Theodora
Karen Bailey Turner
$2000
072117
Fundraising
Gala
Donation
Gina and Lloyd Cuyler
$10000
072117
Fundraising
Gala
Donation
Anonymous
$500
072117
Fundraising
Gala
Donation
Carvin Eison
$2500
072117
Fundraising
Gala
Donation
Anonymous
$1000
072117
Fundraising
Gala
Donation
Anonymous
$3500
072117
Fundraising
Gala
Theodora
Clinton Dixon
$1500
072117
Fundraising
Gala
Theodora
Floyd Bayley
$1000
072117
Fundraising
Gala
Donation
Sidney and Aisha Moore
$2000
072117
Fundraising
Gala
Donation
Ann and Aftab Jeddy
$1000
072117
Fundraising
Gala
Donation
Elizabeth Prescod
$2000
072117
Fundraising
Gala
Theodora
Janine and Tony DAlonzo
$10000
072117
Fundraising
Gala
Donation
Bernella Campbell
$2000
072117
Fundraising
Gala
Scholarship
Caring and Sharing
$2000
072117
Fundraising
Gala
Theodora
Merrick Distant
$2000
072117
Fundraising
Gala
Theodora
Anonymous
$2000
072117
Fundraising
Gala
Donation
Anonymous
$300
072117
Fundraising
Gala
Donation
Jihan Cooke
$2000
072117
Fundraising
Gala
Donation
Tracey Buchanan
$2000
072117
Fundraising
Gala
Theodora
Kimberly Williams
$3000
072117
Fundraising
Gala
Theodora
Tony Kinslow
$5000
072117
Fundraising
Gala
Theodora
Garth Blair
$2000
072117
Fundraising
Gala
Theodora
Hope Drummond
$10000
072117
Fundraising
Gala
Theodora
Lynn Turner
$5000
072117
Fundraising
Gala
Scholarship
Lynn Turner
$5000
072117
Fundraising
Gala
Donation
Lynn Turner
$5000
072117
Fundraising
Gala
Theodora
Carl Cuff
$5000
072117
Fundraising
Gala
$30000
073017
Fundraising
Gala
Donation
John Bruning
$100000
073017
Fundraising
Gala
Tickets
Einsley Townsend
$7000
073017
Fundraising
Gala
Photos
Yvonne McDonald
$1000
073017
Fundraising
Gala
Tickets
Elaine Bell
$14000
073017
Fundraising
Gala
Photos
Friends
$800
073017
Fundraising
Gala
Babysitting
Nicolette Ferguson
$2000
073017
Fundraising
Gala
Tickets
Francati Associates
$7000
073017
Fundraising
Gala
Donation
Sean Hanlon
$25000
073017
Fundraising
Gala
Sponsorship
Woods Oviatt
$25000
080517
Fundraising
Gala
Theodora
Velta Rouchon
$2000
080517
Fundraising
Gala
Silent Auction
Velta Rouchon
$17500
080517
Fundraising
Gala
Tickets
Garth Fagan
$140000
080517
Fundraising
Gala
Tickets
Joel Frater
$42000
082517
Fundraising
Gala
Tickets
Pathstone
$14000
082517
Fundraising
Gala
Tickets
City of Rochester
$65000
082517
Fundraising
Gala
Sponsorship
Susan B Anthony Center U of R
$50000
082517
Fundraising
Gala
Sponsorship
Key Bank
$200000
082517
Membership Dues
Membership Dues
Membership Dues
Ensley Townsend
$2500
Date
Category
Group
Description
Payee
Payment Type
Transchk
Amt
Fund
2017 Category
2017 Total exp
9-Jan
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Mothers Day Brunch
$ 130556
17-Jan
Managementgeneral
Telephone
Frontier
Check
1578
$ 1331
Golf Tournament
$ 144387
23-Jan
Fundraising
Gala
Band
Phyllis McClain
Check
1579
$ 125000
Gala
$ 2027126
9-Feb
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1399
Film Festival
$ 17856
13-Feb
Managementgeneral
Telephone
Frontier
Check
1580
$ 1331
Flag Raising
$ 50000
17-Feb
Managementgeneral
Printing
Calendars
Alphagraphics
Check
1581
$ 8550
Health Fair
$ 134940
7-Mar
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Scholarship
$ 100000
18-Mar
Managementgeneral
Telephone
Frontier
Check
1582
$ 1331
ManagementGeneral
$ 98506
30-Mar
Fundraising
Mothers Day Brunch
Printing
Fitzroy Crosdale
Check
1583
$ 4200
Independence
$ 15000
7-Apr
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Networking
$ 10000
21-Apr
Managementgeneral
Telephone
Frontier
Check
1584
$ 1331
Membership
$ 13104
21-Apr
ProgramService
Networking
Spot Coffee
Check
1585
$ 10000
Void
Check
1586
$ - 0
4-May
Fundraising
Gala
Printing
Alphagraphics
Check
1587
$ 7500
$ 2741475
4-May
Membership
Printing
Application forms
Alphagraphics
Check
1588
$ 13104
8-May
Managementgeneral
Insurance
Premium
Robert Schact
Check
1589
$ 66400
8-May
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
$ 2741475
10-May
Fundraising
Mothers Day Brunch
Food
CampT distribution
Check
1590
$ 15700
10-May
Fundraising
Gala
Postage
$ 497
12-May
Fundraising
Mothers Day Brunch
Supplies
$ 4105
15-May
Fundraising
Gala
Deposit
Holiday Inn
Credit Card
$ 20000
15-May
Fundraising
Mothers Day Brunch
Reimbursement
Hope Drummond
1591
$ 3000
1-Jun
Managementgeneral
Telephone
Frontier
Check
1592
$ 2662
Gala
2-Jun
ProgramService
Caribbean Heritage
Flag Raising
Alfred St John
Check
1593
$ 50000
Hotel
$ 1234750
5-Jun
Fundraising
Mothers Day Brunch
Venue
Monroe County Parks
Credit Card
$ 75000
Printing
$ 168771
6-Jun
Fundraising
Mothers Day Brunch
Supplies
Velta Rouchon
Check
1595
$ 21709
Decoration
$ 80515
7-Jun
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
Raffle
$ 10000
8-Jun
Fundraising
Mothers Day Brunch
Food
Horace Byfield
Check
1594
$ 6842
Graphic Design
$ 59500
10-Jun
Fundraising
Golf tournament
Greens
Chili Country Club
Check
1596
$ 70000
Speakers
$ 58142
10-Jun
Fundraising
Golf tournament
Dinner
Chili Country Club
Check
1597
$ 47600
Band
$ 250000
10-Jun
Fundraising
Golf tournament
Snacks
$ 4245
Helpers
$ 36000
14-Jun
ProgramService
Caribbean Heritage
Health Fair
Nolans Rental
Credit Card
$ 22400
Change
$ 30000
14-Jun
Fundraising
Golf tournament
Printing
Alphagraphics
Check
1598
$ 12056
Photos
$ 30600
19-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 500
Transportation
$ 20000
22-Jun
Fundraising
Gala
Decoration
Nolans Rental
Credit Card
$ 9700
Lunches
$ 26500
26-Jun
ProgramService
Caribbean Heritage
Film Festival
Vimeo
Credit Card
$ 799
Plaque
$ 2995
26-Jun
Fundraising
Golf tournament
Trophies
Casmic Reid
Check
1599
$ 9288
AV equipment
$ 16000
26-Jun
Void
1600
$ - 0
Postage
$ 3353
30-Jun
ProgramService
Caribbean Heritage
Film Festival
Casmic Reid
Check
1602
$ 6000
6-Jul
ProgramService
Caribbean Heritage
Health Fair
WDKX
Check
1603
$ 100000
$ 2027126
7-Jul
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
10-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1604
$ 6267
12-Jul
Fundraising
Golf tournament
Snacks
Dianne Neufville
Check
1605
$ 1198
Brunch
12-Jul
Programservice
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1605
$ 4557
Food
$ 22542
12-Jul
Fundraising
Gala
Decoration
Dianne Neufville
Check
1606
$ 13460
Supplies
$ 25814
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 2894
Venue
$ 75000
12-Jul
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1606
$ 20000
Printing
$ 4200
18-Jul
Fundraising
Gala
Plaque
Papa Reggio
Check
1607
$ 2995
$ 3000
18-Jul
Fundraising
Gala
Raffle
Nancy
Cash
$ 10000
19-Jul
Fundraising
Gala
Decoration
Nolans rental
Credit Card
$ 9855
$ 130556
20-Jul
Fundraising
Gala
Band
Cash
Check
1608
$ 125000
20-Jul
Fundraising
Gala
Helpers
Cash
Check
1609
$ 36000
Golf
20-Jul
Fundraising
Gala
Change
Cash
Check
1609
$ 30000
Greens
$ 70000
21-Jul
Fundraising
Gala
Decoration
Brenda Simmons
Check
1610
$ 20000
Dinner
$ 47600
22-Jul
Fundraising
Gala
Speakers
Ruel Reid
Cash
$ 20000
Snack
$ 5443
22-Jul
Fundraising
Gala
Speakers
Sharon Haye-Webster
Cash
$ 20000
Printing
$ 12056
23-Jul
Programservice
Indepencence Service
Reception
Genesee Baptist
Check
1611
$ 15000
Trophies
$ 9288
23-Jul
Fundraising
Gala
Pick up products
D amp L Groceries
Check
1612
$ 20000
24-Jul
Managementgeneral
Telephone
Frontier
Check
1613
$ 1353
$ 144387
24-Jul
Fundraising
Gala
Venue
Holiday Inn
Credit Card
$ 1135550
25-Jul
Fundraising
Gala
Photos
Desmond James
Check
1614
$ 30600
25-Jul
Fundraising
Gala
AV
Cheshire AV
Credit Card
$ 16000
28-Jul
Fundraising
Gala
Accommodation
Holiday Inn
Credit Card
$ 79200
31-Jul
Fundraising
Gala
Printing
Alphagraphics
Check
1615
$ 155004
1-Aug
Fundraising
Gala
Graphic design
Dianne Neufville
Check
1616
$ 36606
1-Aug
Fundraising
Gala
Decoration
Dianne Neufville
Check
1616
$ 27500
1-Aug
ProgramService
Caribbean Heritage
Film Festival
Dianne Neufville
Check
1616
$ 6000
1-Aug
Fundraising
Gala
Postage
Dianne Neufville
Check
1616
$ 091
1-Aug
ProgramService
Caribbean Heritage
Health Fair
Dianne Neufville
Check
1616
$ 540
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1617
$ 7485
6-Aug
Fundraising
Gala
Speakers
Velta Rouchon
Check
1618
$ 1957
7-Aug
Managementgeneral
Quickbooks
Intuit
Credit Card
$ 1620
8-Aug
Managementgeneral
Website
EIG start logic
Credit Card
$ 1699
8-Aug
ProgramService
Caribbean Heritage
Health Fair
Peppapot
Check
1619
$ 12000
8-Aug
Fundraising
Gala
lunches
Peppapot
Check
1619
$ 26500
20-Aug
ProgramService
scholarship
Sydney Barrett
Check
1620
$ 100000
26-Aug
Fundraising
Gala
Postage
Marjorie Thomas
$ 2765
5-Sep
Fundraising
Gala
Speakers
Joel Frater
$ 8700
Trend - Assets amp Liabilities
$-
$5
$10
$15
$20
$25
2014 2015 2016 2017
Thou
sand
s
LiabilitiesAssets
972017 2016-2017 RJO Annual General Report - ver 10417 23
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Trend - Fundraising Trends
$(235)
$343
$966
$1363
$(4)
$(2)
$-
$2
$4
$6
$8
$10
$12
$14
$16
2014 2015 2016 2017
Net
Thou
sand
s
Year
brunch
golf
gala
972017 2016-2017 RJO Annual General Report - ver 10417 24
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Trend ndash Gala Sponsorships
0
10
20
30
40
50
60
70
80
90
2014 2015 2016 2017
o
f inc
ome
year
ticketssponsorships
972017 2016-2017 RJO Annual General Report - ver 10417 25
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Committee ReportsCompliance Neufville
Membership Bayley
Program Reid
Development Rouchon
Communications Shelton
2016-2017 RJO Annual General Report - ver 10417 26972017
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Compliance (2016-2017) Review of effectiveness in satisfying charitable mission
All programs are evaluated to ensure a balance between mission related programs (program services) and supporting services eg Fund raising to support these program services RJOrsquos programs are well balanced between the two
A process has been implemented to allow for periodic review of activities An event review form is filled out after each event to evaluate objectives target audience goals
established and achieved Maintained Correct Mix of Programs and Support Services
See ldquoPrograms and Supportrdquo Slide
Ensure transparency and integrity of financial statements whether audited or unaudited Annual Financial statements are prepared by the Treasurer reviewed by the
compliance officer signed off by the VP and President and presented to the members
Our Financial Statements are currently unaudited
2016-2017 RJO Annual General Report - ver 10417 27972017
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Compliance (2016-2017) Develop protocol for internal audit
2 of 4 persons on the Executive Committee sign off on checks Requisition for payment done in writing and verified by Treasurer Hard copy Credit Card statements are reviewed by Compliance Chair and forwarded to
Treasurer
Monitor record keeping protocol to ensure consistency with non-profit guidelines Minutes are recorded and maintained by the Secretary AGM last held 2016 Financial reports are reviewed at meetings at minimum income received and balances are
reported at mthly meeting
Maintain State and IRS Compliance Registered with NY State Bureau of Charities latest filing Dec 2016 2017 filing will incur a fee of $25 -$50 as 2017 income will be more than $25000 Although current with our IRS filing (900N) we will need to submit a detailed 900N form
with our CHAR 500 form (NY State requirement) as our Gross receipts are more than $50000 The deadline to submit the CHAR 500 is December 2017
Donor receipts are sent by the treasurer and include the appropriate state disclosures
2016-2017 RJO Annual General Report - ver 10417 28972017
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Compliance - Goals Initiate internal audit of our processes
Recommend that notekeeper to be assigned in Secretaryrsquos absence so that minutes can be recorded
RJO bylaws will be reviewed by members and updated as needed in order to keep it current with how we ldquodo businessrdquo
Create Conflict of Interest Policy
2016-2017 RJO Annual General Report - ver 10417 29972017
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Membership (2016-2017) Maintained Annual Membership Dues (Adults - $25 amp Students - $5)
Now 34 paid members - increase of 7 new members from 2016 Current members actively recruiting new members RJO activities are becoming more visible in the Rochester community
Average Meeting Attendance is about 10 ndash increased from ~7 in
Elections ndash Two Officers each year Re-elected Secretary (Fitzroy Crosdale) and Treasurer (Marjorie Thomas)
2016-2017 RJO Annual General Report - ver 10417 30972017
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Membership - Goals Secure Suggestions on how to Improve Membership Experience
Actively campaign to Increase Paid Membership to 40+ Explore reluctance to becoming a member of the organizationhellip like couples Provide membership application material at appropriate functions and venues Utilize Sign-up lists
Enhance Member Participation Increase Average Meeting Attendance to 15+ Participation in Activities amp Committees linked to Membersrsquo Skills
Elections ndash Two Officers each year Nominees Secretary and Treasurer Results will be posted in the minutes and on the website
2016-2017 RJO Annual General Report - ver 10417 31972017
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Program amp Development Spot Cafeacute Networking
Low Attendance but Good Event
Annual Mothersrsquo Day Brunch ndash Very Successful Fundraiser Increase in ticket sale for this eventhellip~ 130+ (a high) Sales and Event better organized
Annual golf tournament ndash Very Successful Fundraiser 28 individuals in golf tournament and another 6 attended dinner
Annual Independence Gala amp Church Service ndash Very Successful 290 tickets - 231 tickets were sold amp 59 from sponsors Increase of ~40+ from last year 3 Jamaican Delegates build RelationshipsRJO Relevance Church Service continues Success with Community
Supported Business Forums Doing Business with City of Rochester extend message via Assistant Director K Washington
2016-2017 RJO Annual General Report - ver 10417 32972017
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Program - Collaboration Re-established Collaboration with RWIFO on 4 Annual Activities
Shared Planning amp Resources (People and Funds)
Taste of Home (2016) At total of 76 students were in attendance from 5 area colleges U of R Brockport Roberts Wesleyan
Keuka College and Onondaga Community College New Venue CCSI
Caribbean Heritage Month celebration 50+ attendees at Flag-raising June 2nd 2017 5 Awardees from the Caribbean-American Community Honored Month long flag display at City Hall
Film Festival - Friday night film at Baobab Cultural Center 4 Film from various Island 3-of-4 Good Attendance amp Generated Great Dialog
Community Health Fair All around success hellip But Lower Attendance due to scheduling Conflicts Great Vendors Engagement The attendance form the general public was down due in part to similar
events that was going on around the City at the same time
2016-2017 RJO Annual General Report - ver 10417 33972017
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Prog amp Dev - Goals Calendar of Event hellip by Dec 2017
Early Commitment of Dates and Venues Repeat Process of Printing amp Distributing Calendars Broadly
Optimize Outcome of Community and Fundraiser Events Use Analysis after events to improve future events Identify new 2018 Motherrsquos Day Chair Intensify Promotion of Events amp RJO Branding
Collaboration amp Networking Partners with RWIFO for common community and cultural Goals Strengthen Support Of Other Community Events
2016-2017 RJO Annual General Report - ver 10417 34972017
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Communications New Communications Chair ndash Nancy Sheldon
ExperiencedEnthusiastic Facebook User
RJO Facebook - Nancy Updated and Managed Account for Several Events Building Friends and Likes beyond West Indian Community
RJO Website ndash Fitzroy amp Marjorie Renewed DomainHosting for another 3-years Updated Website for Several Events Supporting PayPal Options for Payments
Media Coverage ndash Printed Materials TV amp Radio Spots Utilized more Media Modes for Calendar Flag-raising Health Fair amp Gala Events
2016-2017 RJO Annual General Report - ver 10417 35972017
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Communications - Goals Build Committee
Devoted Web-Master Resource Needed Identify Media Resource
Better Coordinate All MediaPromotional Early and Unified Promotion Strategy More Pics from Each Event
RJO Branding Strategy Reaching Friends-of-RJO
2016-2017 RJO Annual General Report - ver 10417 36972017
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Committee Roles Executive Board Development Program Communication Compliance Membership
972017 2016-2017 RJO Annual General Report - ver 10417 37
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Executive Board Provide oversight for all RJO activities to ensure compliance with State and
Federal standards of operation
Stay informed regarding material developments in the laws governing
charitable organizations
Review RJOrsquos effectiveness in satisfying its charitable mission
Lead efforts to develop and articulate the vision of RJO
Facilitate ongoing communication between the executive and all members
Serve as liaison to standing committees and ad-hoc committees
Make leadership appointments as provided by the constitution and by-laws
Provide effective and ethical leadership
Interpret and execute the constitution and by-laws 2016-2017 RJO Annual General Report - ver 10417 38972017
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Development Set overall fundraising goals Plan overall fundraising activities Appoint coordinators for each fundraising activity Ensure that all members of each committee participate in fundraising activities Monitor fundraising goals on a scheduled basis Design solicitation letter Keep record of all relevant financial transactions Prepare balance sheet and committee report for inclusion in treasurerrsquos report Develop list of prospective donors and sponsors Set dates and venues for all fund raising events Develop an operating budget Complete committee report for inclusion in annual report
2016-2017 RJO Annual General Report - ver 10417 39972017
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Program Build list of potential attendees and extend invitations where applicable Procure facilities while ensuring reasonable accommodation Prepare contracts where applicable Prepare printed programs where applicable Prepare seating arrangements where applicable Handle guest check-in where applicable Ensure that all members of each committee participate in program activities
when needed Monitor program goals on a scheduled basis Design implement and tabulate formal program evaluation Prepare committee report for inclusion in annual report Act as liaison to all other committees Develop a budget for each program Identify speakers where necessary
2016-2017 RJO Annual General Report - ver 10417 40972017
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Communication Public relations and marketing Publish newsletter Use of Constant Contact or other media as a communication tool Website and social media design and maintenance Manage all official documents (letterhead application forms website
logo official seal) to ensure consistency in format and content Develop and publish RJO events calendar Publish a list of community events for potential partnerships and
appearances by RJO Act as liaison to media outlets to promote RJO
2016-2017 RJO Annual General Report - ver 10417 41972017
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Membership Develop prospect list Generate membership from prospect list Develop a framework for communicating the benefits of membership Maintain membership records Maintain guest register Preside over elections Prepare awards criteria Order awards and gifts
2016-2017 RJO Annual General Report - ver 10417 42972017
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Compliance Review of effectiveness in satisfying charitable mission Periodic assessment of performance and effectiveness in achieving
mission-related goals Ensure transparency and integrity of financial statements whether
audited or unaudited Develop protocol for internal audit Monitor record keeping protocol to ensure consistency with non-profit
guidelines Ensure appropriate and timely response to state and federal audits Ensure compliance with conflict of interest policy
2016-2017 RJO Annual General Report - ver 10417 43972017
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Election of Officers Nominations of members who are in good standing
may be made for elected positions on the Executive Board and submitted to the chair of the Membership Committee
Vacant Positions President Vice-president
2016-2017 RJO Annual General Report - ver 10417 44972017
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Organizational Chart ndash Election
President
Vice-President
Development
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 45972017
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
Organizational Chart ndash 2017-2018
PresidentJoel Frater
Vice-PresidentLenora Reid-rose
DevelopmentJacqueline Sinclair-
Parker
Members
ProgramCasmic Reid
Members
SecretaryFitzroy
Crosdale
CommunicationsNancy Shelton
Members
MembershipFloyd Bayley
Members
TreasurerMarjorie Thomas
Compliance Dianne Neufville
Members
Member at Large
Student
Advisory Council
Special EventIndependence Ball
2016-2017 RJO Annual General Report - ver 10417 46972017
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
2016-2017 RJO Annual General Report - ver 10417 47972017
2016-2017 RJO Annual General Report - ver 10417 48972017
Annual General Meeting2017
Welcome and Introductions
Slide Number 3
Advisory Council ndash 2016-2017
Programs amp Support
Constitution and Bylaws
Executive Board Report
President - Successes
President - Challenges
Opportunities
President - 2017-18 Goals
Secretary
Secretary ndash Goals
Treasurer
Jan ndash Aug Income Sources
Jan ndash Aug 2017 Expenses
Fundraising amp Mission
Fundraiser 1 ndash Brunch
Fundraiser 2 ndash Golf
Fundraiser 3 ndash Gala Rev
Fundraiser 3 ndash Gala Exp
Table- Assets amp Liabilities
Trend - Assets amp Liabilities
Trend - Fundraising Trends
Trend ndash Gala Sponsorships
Committee Reports
Compliance (2016-2017)
Compliance (2016-2017)
Compliance - Goals
Membership (2016-2017)
Membership - Goals
Program amp Development
Program - Collaboration
Prog amp Dev - Goals
Communications
Communications - Goals
Committee Roles
Executive Board
Development
Program
Communication
Membership
Compliance
Election of Officers
Slide Number 45
Slide Number 46
Slide Number 47
Slide Number 48
2016-2017 RJO Annual General Report - ver 10417 48972017
