HomeMy WebLinkAbout2002-10-01 Support Documentation Town Council Evening Session Part 2 of 25~ ~~ , S (6-1
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TOWN OF VAIL
Office of the Town Manager
75 South Frontage Road
Yail, Colorado 81657
970-479-2105/Fax 970-479-2157
TM
TO: VAIL TOWN COUNCIL
FROM: PAM BRANDMEYER~"'"
DATE: 20SEP02
RE: COUNCIL CONTRIBUTIONS
Please find attached the remaining applications for Council '03 funding plus a matrix
listing all funding requests, including those you've discussed over the past few weeks.
Staff reductions in this area are contributing to the overall reduction of $1 million from
the '03 budget. Information Services the information booths) has been reduced by 5% to
$199,500, down from the original $210,000 request, and additional staff reductions from
the remainder of the requests totaled approximately $478,000. Staff recommends turning
Educational and Health and Human Services requests over to United Way, based on their
established process and accountability procedures. Astericks denote all ~%
recommended reductions and are proposed only for requests previously funded in '02.
Lastly, please note where previously funded special events have now been transferred to
the Commission on Special Events (CSE).
Council Contributions will be a part of your overall budget deliberations on October 1st,
assuming you have a satisfactory discussion and en±~ome regarding both capital and
RETT, as well as overall operations. Please don't hesitate to call me at 479-2113 if you
have any questions about the funding requests so I can make certain I have answers for
you by the lst.
In order to complete the averaged allocations from the seven of you, I am asking that
you return your worksheet matrix to me or to Penny Harpe no later than 5:00 P.M.
Friday, September 27th. Again, please let me know if I can be of further assistance.
F:\twnclerk\wpfiles\COCJNCIL\council contributions memo 092002.doc
9/20/02 8:56 AM
~~~ RECYCLEDPMER
Contribution Request Spreadsheet
TOWN OF VAIL FUNDING REQUEST ':..
GENERAL FUND Contributions: 2002
In-Kind
Description 2002
Cash
Request
2002
Contribution 2003
In-Kind
Description 2003
In-Kind
Request 2,003
Cash
Request Managers
Recommendation
Cash In-Kind
ECONOMIC:
Bravo! ColoradoMew York Philharmonic
Bravo! Colorado
Parking Cford-13
30,000
22,500
Parking @ Ford-15 100,000
27,500 100,000
21,375 CSE
The Chamber ofCommerce/Jen Brown 10,500 0
Vail Valley Chamber & Tourism Bureau (Mereed) 100,000 25,000 40,000 25,000
Vail Jazz Foundation/Howard Stone 15,000 7,000 1 Blue Pass 750 15,000 6,650 1 Blue Pass
Vail Jazz Foundation/Jammin'Jazz/Afternoon 40,000 VCBA 22,500 50,000 28,500
Concert Series 7,000
Vail Chamber& Business Association 372,740 355,000
280K + 75K 346,700 180,000
Vail TodaylRick Scalpello 325,000 0 41,625 0
Vail Valley Foundation
American Ski Classic Village Parking 30, 000 20,000 CSE
Parking (American Ski Classic) 2,300 2,300 in parking Pkg. 2,500
Snowboard Vail Village Parking-2,000 30,000 0 CSE
Gerald R. Ford Amphitheater (Hat Summer Nights) 20,000 20,000 25,000 19,000
Vail International Dance Festival 15,000 12,500 20,000 11,875
Winter Concert Series/Street Beat PW & Police-6,000 25,000 20,000 PD & PW support 6,000 27,500 19,000 6,000
Subtotal - VVF 92,300 72,500
Vail Valley Chamber & Tourism Bureau/Frank Johnson Nothing submitted 9
Events & Information Staff Parking 9 blue passes 9 blue passes DECISION 9 Blue Pass
Information Booths 191,352 191,352 199,500
Special Events I 308,000 308,000 CSE
Vail 50 (parking passes for ski passes & corn. Hosts) 2S blue passes 25 blue passes DECISION 25 Blue Pass
Commission on Special Events (CSE) 160,000 160,000 _ CSE
Total VVCTB 659,352 659,352
Commission on Special Events (Note 3) 664,933 664,933
TOTAL ECONOMIC - 1,644,892 < 1,,141;352 48;375 651;700 ;1,275,833 #REFI
ENVIRONMENTAL:
TOTAL ENVIRONMENTAL (SEE RETT) ` . ; :' - - 0 ;, _
Greg
Maffei
EDUCATIONAL:
Alexander Foundation
Vail Music Faire 10,000 0
Youth Golf Clinic 9,000 0
Gore Range Natural Science SchoollKim Langmaid 3,000 2,000
Learning Tree-ABC SchoollMoe Mulrooney
(Casino Night table)
Only if no building starts 2,000 1,000
Meet the Wilderness/Thomas McCalden 5,000 1,000
Museum of Contemporary Cultures/Sarah Stauch 3,000 0
The Vail 5ymposiumlEbby Pinson 1,500 0
Vail Vallev Foundation-The Magic Bus 2,500 0
TOTAL EDUCATIONAL = _; 14,500.' 4,000 21,500 _ -
HEALTH AND HUl11AN SERVICES:
CA5A of the Continental Drive 3,000 0
Crime Stoppers of Eagle CO 2 blue pass 2 blue pass 2 Blue Pass 750 2 Blue Pass
Eagle River Youth Coalition 3,200 0
Eagle Valley Humane Society/Char Newman .2,000 0
The Buddies Program of Eagle County 2,500 0
The Resource Center of Eagle County 15,000 5,000 7,000 0
Vail-Eagle Rotary Club 5,000 0
Vail Mountain Rescue Group 2,000 2,000 2,000 0
United Way (Note 4) 14,250
TOTAL HEALTH AND HUMAN SERVICES 19,000:- : 7,000 - 750 22,700 . 14250
10
12
14
IS
16
ll
18
19
RECREATION:
First Descents 2,000 2,000 2,000 1,900
Skating Club of Vail Yes - 8 days of ice Granted 8 days of iCe 10,570 8 days ice
Ski Club Vail Yes - 4 days of ice Granted 4 days of ice 5
285 4 days
ice
Ski Club VaillLinda Kildow I blue parking pass 0 , .
Battle Mountain High School Ski Team
Kathryn Benysh ~ 2 debit cards
@5384 each Granted
Snowshoe Shuffle-Sarah Ladd 700 parking debits Granted
VRD-Clubvai120021Marc Thomas 1,500 0
VRD-Eagle CO Youth Activities/Diane Johnson 1,000 1,000 .
VRD-Vail Family Carnival/Diane Johnson 1,000 1,000
TOTAL RECREATION - 5,500 4,000 2,000
SUBTOTAL-CONTRIBUTIONS.. ':" -~.,,. ~ 1,683,892; ;.'f 1,156,352 '-,` = .' :: ,49,125 697,900 . 1,290,083,` ': - #REEI
ARRANGEMENTS and AGREEMENTS:
Vail Valley Comm. TV/Ch5 (40% of franchise fee) (Note I.) 60,000 60,000 61
800 57
000
Vail Valley Exchange 2,500 2,500 , p ,
Youth Recognition Award 6,000 6,000 6,000
Vail Valley Athlete Commission
~ 5,000 5,000 4,750
~ SUBTOTAL-ARRANGEMENGSandACREEMEN ~ ,. 73,500- .~. ::73,500 ~- ~ 61,800 , ~_~ 10,750~ ~~ 57,000,'.
GRAND TOTAL General',Fund
_ - r „
, ~ ~" 1;757,392' ~" ` 'Y,229,852 ~ ' 49,125 ~~ 159,700 ~ ~ ~<1,300,833 ~ #REE!
Real Estate Transfer Tax Fund:
Eagle River Watershed/Caroline Bradford
River & Community Pride Hwy Clean Up 50,000
1,000 47,500
950
Vail Alpine Garden Foundation/Ry Southard 56,460
Funds for operations 56,460 53,637
Funds for new garden capital construction 100,000 95,000
Marketing Fund ,
Vail Local Marketing District 08,000 150,000 0
OR 300,000 0
Capital Projects Fund
Eagle C. Down Payment Assistance Comm-Christie B (Note 2)
20
21
ivv i tx
1. Required based on franchise agreement 40% of Revenue
2. Up to $15,000 from down payment assistance program if Avon matches contribuiion;homeshou1d be in Vail.
3. Less '02 VCBA contribution of $22,500
3. Less '02 VCBA contribution of $7,000
4. Combined '02 Educational and Health & Human Services Contributions of $15,000 less 5%.
Reflects 5% reduction.
!~
i
APPLICATION FOR TOWN OF VAIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by July 31, 2001. You must provide 12 copies of the
application. Any application received after that date or any application packet with fewer than 12 copies will not be
considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the fmancial statements, please contact Reatha Schmidt at 479-2100.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: Bravo! Vail Valley Music Festival
2. Contact person: John W. Giovando, General Director
3. Mailing address: P.O. Box 2270, Vail, Colorado 81658
4. Telephone: 970 872 5700
5. Members and Titles of your governing board: Karin Weber, Chairman; William Stolzer,
Vice-Chairman; Jan Broman, Treasurer; Barbara Treat, Secretary.
6. Amount of contribution requested: $127,500
A. $27,500 general artistic operating and marketing support as in past years together
with 15 Ford Park Parking Permits during t6`h Season Dates at the Ford Amphitheater.
Permits to be used by conductors, concerto artists, and senior staff and
B. $100,000 New York Philharmonic-Vail Residency artistic fees, special artistic and
marketing -16te Season, Summer 2003.
7. Organization fiscal year-end: September 30 annually
8. Are your books audited? Yes
9. How will the contribution be used? (A) Grant funds from the Town of Vail
will be applied directly toward the 2003 general artistic operating and marketing expenses of
the Festival as in past years and (B) toward the New York Philharmonic 2003 Vail Residency
artistic, special artistic and marketing expenses of the Festival.
10. How does your request support item 1C of the contribution policy?
Please see reverse side
11. Who currently funds your organization (other governments, private donations, user fees, etc.)?
Please see reverse side
12. Organization's mission statement: The mission of Bravo! Vail Valley Music
Festival is to foster the excellence, diversity, and vitality of the arts, especially music, through
the presentation of concerts at the highest international level and to broaden the availability
of such presentations to all people.
S
APPLICATION FOR TOWN OF VAIL FUNDING
Response to No.10 (How does your request support item 1 C of the contribution policy?)
1) A positive, sustained economic climate
The 2002 and recently completed 15"' Season of Bravo! Vail, Valley Music Festival served an estimated
45,000 concert-goers through the production of 18 orchestral concerts, 2 orchestral youth programs, and
1 ethnic musical event, Los Camperos de Nati Cano, "A Celebration of the Mexican Mariachi!", all at
the Ford Amphitheater in Vail together with
16 chamber music concerts throughout the Vail Valley
42 out-door concerts throughout the Vail Valley by the Festival's
"Young Artist Ensemble-in-residence" Program
25 student programs including "Strings in the Schools,"
for area youth throughout the Vail Valley
The Festival brought into the Vai1567 performing artists including three professional orchestras
(Colorado, Dallas, Rochester) 7 conductors, 40 soloists, 2 professional choruses (Colorado and Dallas)
and 1 student string ensemble together with 24 orchestral support staff and over 450 family members
and guests accompanying the artists. Approximately 40% of ticket buyers came from outside Eagle
County, Colorado. The performing arts are approximately 45% of the draw to the Vail during the
summer months which account for a substantial economic impact to the region thus helping to support a
positive, sustained economic climate in the Valley. In addition the Festival brought national recognition to
the Valley through the broadcast of over 40 works on National Public Radio, Performance Today,
reaching an estimated six million people per program through 229 member stations. The Festival received
major national coverage from the metropolitan areas of Denver, Los Angeles, San Francisco, Phoenix,
Albuquerque, Chicago, New York, Atlanta, Dallas, Houston, Philadelphia, Rochester and Miami. The
Festival averaged 4,300 "hits" a month on its web site during the last 12-month period. The 16`~ Season of
2003 is now scheduled for June 27-August 3 for which funding is requested and the Festival will feature the
New York Philharmonic, its first such residency and will bring a new luster of excitement to Vail and
a new artistic standard of excellence to Bravo. Thank you.
b) An environmentally sensitivity high quality of life
The Bravo! Festival helps to provide and sustain a high quality of life in the Vail by providing a positive
and superior cultural experience for resident and visitor alike in its professional production of over 100
concerts and events annually together with 315 open rehearsals. The concerts incorporate orcl-~estra,
chamber music, pop/folk, and student programs thus providing an abundance of cultural opportunities.
The Bravo! Festival is committed to setting the highest international standard of excellence in the
performing arts and creating a strong sense of community and pride for the Vail community through the
arts. Music enriches all of our lives, is a universal language of mankind and is indeed environmentally
sensitive.
Response to No. 11 (Who currently funds your organization -other governments, private donations, user
fees, etc.?)
a) Organizational funding
The Bravo! Vail Valley Music Festival receives funding support form private and family foundations, state
and local government, corporate and business enterprises, individuals, and membership fees from the local
community Guild. Earned income is generated through ticket sales, program advertising, concession sales,
and bank interest revenue.
APPLICATION FOR TOWN OF VAIL FUNDING
Balance Sheet
Instructions: Round all figures to the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year: September.30, 2001*
Assets:
Current Assets:
Cash and cash equivalents $242,346
Investments 960
Accounts Receivable 237,438
Prepaid expenses (donor restricted - 2002) 17,135
Temporarily Restricted -Piano 48,000
Total Current Assets 545,879
Fixed Assets:
Leasehold Improvements 42,894
Less: Accumulated amortization (32,543)
Furniture, fixtures, equipment 229,113
Less: Accumulated depreciation (98,929)
Net Fixed Assets 140,535
Total Assets: $686,414
Liabilities:
Current/Non-Current Liabilities
Accounts payable $ 25,373
Salaries payable 12,635
Payroll taxes payable 191
Interest Payable 6,720
Lease payable 9,575
Loan payable -Piano, Current 16,000
Loan payable -Piano, Non-Current 48,000
Total Liabilities: $118,495
Total Assets: $686,414
Total Liabilities: 118,495
Net Worth (Total Assets Minus Total Liabilities) $567,919
*Please Note: Most recent completed fiscal year at time of application due date:
September 30, 2001.
APPLICATION FOR TOWN OF VAIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year - 2002
Revenues: (List by funding source) Budget - 2002
Ticket Sales $ 465,000
CorporateBusiness Contributions 147,500
Private Foundations 122,500
Family Foundations 237,500
Friends of the Dallas Symphony 168,100
Friends of the Colorado Symphony 55,000
Individual Contributions 680,000
Family Challenge Grant 0
Bravo! Primer 12,000
Soiree Series 75,000
Board of Trustees Annuity 85,000
Colorado Council on the Arts 2,000
Town of Vail 22,500
Bravo! Membership Guild 6,000
Artisan Golf Challenge 42,000
Program Advertising 117,000
Gala Dinner/Auction 100,000
Misc. Income 3,900
Interest Income 15,000
Endowment Support 45,000
Festival Receptions 5,000
Soiree Reimbursements 30,000
In-Kind Contributions 1,410,000
Total Revenues: $3,846,000
Expenses:
Artist Fees/Expenses $1,082,900
Special Artistic/Production 238,950
Marketing/Fund Raising 256,600
Administration 164,550
Salaries/TaxesBenefits/Workman's Comp. 693,000
In-Kind Expenses:
Corporate/Individual 385,000
Advertising 100,000
Production 135,000
Orchestra/Artistic Fees 600,000
Other/Gala/Auction 190,000
Total Expenses: $3,846,000
Total Revenues Minus Total Expenses: $ 0
~f
TOWN OF VAIL ~y
Office of the Mayor
75 South Frontage Road
Yail, Colorado 81657
970-979-2100
F~1X 970-479-21 S7
www ci. vail. co. us
May 23, 2002
Bravo! Vail Valley Music Festival
Attn: Jean Reid
P. O. Box 2270
Vail, CO 81658
Dear Jean:
Thank you for your letter of understanding in regard to the Town of Vail's future
support for the New York Philharmonic's summer residency in Vail for the years
2003, 2004, and 2005. As you noted in your letter, the town, through TABOR, is
subject to annual appropriation for any financial commitment it makes. The
Council is currently exploring funding scenarios for 2003, and conceptually, is
interested in supporting the New York Philharmonic Orchestra into the future, as
well.
Again, we are very enthusiastic about this event coming to Vail and believe it will
provide an unusual opportunity to market our community. This is clearly aonce-
in-a-lifetime cultural event and we appreciate very much the time, effort,
resources, and commitment you put forth to bring this world class orchestra to
our community. Thank you!
Sincerely,
TOWN OF VAIL
' ~i~
Ludwig Kurz
Mayor
xc: Town Council
Steve Thompson
• RECYCLED PAPER
•.; , - `-
~.
.._ . _ _:' Bravv.
-i `
Mr. udwig Kurz, Mayor
Town of Vail
JOHN W. GIOVANDO ~`<
Eieeutive Director
EUGENIA ZUKERMAI~.
Artiste Directvr
Drl D D r1 !'1II TD f TCTL`L'G~
Karin Weber
Cbainnui:
Bill Stolzer
Vice Chairrrau:
Jan Broman
Treasurer
Barbara Treat
Secretcuy
Adam Aron
Judy Alexander
Paul Becker
Simone Carlen
Tony Dawson
Kathleen Eck
Julie Esrey
Sallie Fawcett
Dave Ferguson
Cookie Flaum
Ceil Folz
John Galvin
Warren Garbe
Donna Giordano
Joanne Grimm
Linda Hart
Rob Le Vine
Karen Loewenstern
Patricia Lynch
Mary Anne Metternick
Patricia O'Neill
Steven Pope
Terie Roubos
Ron Rozga
Rob Shay
Rod Slifer
Richard Swank
MAILING ADDRESS:
Post Oflice Box 2270
Vail, Colorado 81658
PHYSICAL ADDRESS:
20] Main Street
~Iinturn, Colorado 81645
Phone: 970.827.5700
Toll Free: 1.877.827.5700
Fax: 9i 0.827.Si 07
~vw~v.vailm usicfestival. org
E-mail: bravo@vail.net
75 South Frontage Road West
Vail, Colorado 81657
Dear Ludi,
April 17, 2002
Thank you again for the opportunity to present the Bravo! Vail Valley
Music Festival's request for funding for the New York Philharmonic
residency project to the Town of Vail Council members last night. Taking
place in 2003 2004 and 2005 at the Gerald R. Ford Amphitheater Vilar
Pavilion, this unique program serves as a significant summer marketing
opportunity.
The Board of Trustees recognizes that, as a municipality, the Town of
Vail is precluded from committing funds beyond the current fiscal year,
making requests for outlying years conceptual only. With this understanding,
the purpose of this letter is to reconfirm the Town of Vail's commitment for
funding the New York Philharmonic residency at a total of $300,000 over a
period of 3 or 4 years.
Thank you again for your continued support of this truly unique
summer marketing opportunity, and we look forward to a fabulous summer of
outstanding music.
~„~~ ""
John W. Giovando
Executive Director
With best regards,
Cc: Dick Cleveland
Diana Donovan
Bill Jewitt
Greg Moffat
Chuck Ogilby
Rod Slifer
Bob McLaurin
Pam Brandmeyer
Q~liw-'2-
J e Reid
irector of Development
,3{
l
2003 FUNDING REQUEST
INCREMENTAL SERVICES
TO BE
PROVIDED BY THE
VAIL VALLEY CHAMBER AND TOURISM BUREAU
Steve Pope, Chairman of the Board
Brian Nolan, Vice-Chairman
Stan Cope, Secretary/Treasurer
.Frank W. Johnson, President
100 East Meadow Drive, Suite 34
Vail, Colorado 81657
970.477.4008
2002 Vail Valley Chamber & Tourism Bureau Board of Directors
Steve Pope- Chairman Cliff Eldredge Bilt Jewitt
Publisher Vail Daily Vail Valley Medical Center Vail Town Council
P.O. Box 81 181 W. Meadow Dr., Ste.100 Bart & Yeti's
Vail, CO 81658. Vail, CO 81658 553 E. Lionshead Circle
949-0555 est. 300 479-7231 (Assistant: Lorie) Vail, Co, 81657
390-1349 cell FAX: 479-7192 476-9336
FAX: 949-7109 eldredge@vvmc.com bjewitt@colorado.net
spope@vaildaily.com
Jim Feldhaus Arn Menconi
Brian Nolan- Vice Chairman Colorado Mountain Express Eagle County Commissioner
The Blue Moose P. O. Box 580 P.O. Box 2020
P.O. Box 5549 Vail, CO 81658 Avoq CO 81620
Avoq CO 81620 949-4227 x 6920 SOS: 845-7040
904-8666 FAX: 9495032 SOS FAX: 845-7067
FAX: 845-7357 jimf@cmes.com County: 328-8605 (Cherie)
Office: 845-0545 County Fax: 328-7207
blumoose@rof.net John Garnsey am;a?vail.net
Beaver Creek
Stan Cope- Secretary/ P. O, Box 7 Tony O'Rourke
Treasurer Vail, CO 81657 Beaver Creek Resort Company
Lodge Tower 845-5130 P. O. Box 5930
200 Vail Road FAX: 845-5131 Avoq CO 81620-5390
Vail, CO 81657 Cell: 3762503 845-5857
476-9530 jgarnsey@vailresorts. com FAX: 8455945
FAX: 476-4093 Cell: 3907441
spcope@q~vest.net Loren Gifford TonyO@vailresorts.com
Vail Valley Ace Hardware
Bob Borg 2111 N. Frontage Rd. Steve Shanley
Avon Business Association Vail, CO 81657 Edwards Business Association
P. O. Box 7626 476-8282 Northwestern Mutual- Owner
Avon, CO 81620 FAX: 476-9386 P.O. Box 660
949-9073 Loren@vailace.com Edwards, CO 81632
FAX: 949-9091 926-6650
~vbclodge@attbi.com Ghiqui Hoffman FAX: 926-0747
Vail Chamber Business shanley@vail.net
Mike Brown Association
Avon Town Council P.O. Box 2657 Beth Slifer
Alpine Bank Edwards, CO 81632 Slifer Designs
P.O. Box 7330 926-9494 x205 Owner
Avon, CO 81620 FAX: 926-9497 216 Main St., Suite C-100
949-3333 ghiqui@excite.com Edwards, CO 81632
FAX: 949-3283 926-8200 (Assistant: Amy/Patty)
michaelbrown@alpinebanl:.com Alan Holub FAX: 926-8228
Minturn Busincss Assn. bcth@slifcrdcsigns.com
Tim Cochrane Shade Tree Auto Bc~iy ;rny@sliferdesigns.com
Eagle Valley Chamberof P. O. Boa 1198
Commerce Minturn, CO.81645
P. O. Box 964 8275572
Eagle, CO 81631 8275810 fax
328-5220 •
FAX: 328-1120 Bill Jensen
evcc@eaglevalley.org Vail Resorts Inc.
Sr. VP & COO of Vail
Robert Dallain P. O. Bos 7
Park Hyatt Beaver Creek Vail, CO 81658
P. 0. Box 1595 479-3020 (Assistant: Molly)
Avoq CO 81620 FAX: 479-3017
949-1234 (Assistant: Betsy) billi'd,.vailr'esorts.com
FAX: 949-4164
rdallain@beavepo.hyatt.com
VISION
TO IMPROVE THE ECONOMIC WELL-BEING-OF THE VAIL VALLEY BY
IMPROVING THE BUSINESS CLIMATE IN THE REGION AND IN EACH OF
THE COMMUNITIES WITHIN THE REGION.
MISSION
TO ENHANCE THE ECONOMIC OPPORTUNITY AND THE BUSINESS
ENVIRONMENT BY ATTRACTING VISITORS TO THE REGION;
IMPLEMENTING REGIONAL PLANNING AND COOPERATION; AND
IMPROVING THE BUSINESS EXPERIENCE. WE WILL COMPLETE OUR
WORK THROUGH PROGRAMS THAT MAINTAIN OR ENHANCE THE
REGION'S NATURAL ENVIRONMENT.
VALUES
AS AN ORGANIZATION, WE WILL IMPLEMENT PROGRAMS THAT
ADVANCE THE WELL-BEING OF THE VAIL COMMUNITY AND THE
ACHIEVEMENT OF OUR VISION AND MISSION...OUR GUIDING
PRINCIPLES. ARE:
Teamwork--We will always endeavor to create a sense of partnership among ourselves and with other
organizations, based on mutual respect and the belief that everyone's goals are best achieved
through collaboration.
Communication--We will always speak honestly in dealing among ourselves and with others. We will
Develop the capacity to listen first, learn, then.determine the best course of action.
Integrity--All our business transa_tiors, internally a~„ong e!!rselves, or externally with other groups, will
be conducted ethically and only on a win/win basis...we will do what is RIGHT, rather than what
is simply politically expedient.
F1sca1 Responsibility--Our primary financial role is to leverage the resources of sponsors, partners,
and investors to achieve maximum economic impact for them. We will respond honestly to
questions and accept responsibility for our expenditures and productivity.
Imagination--We wilt encourage each other to seek new ways to achieve our goals and nurture in each
other the courage to take the prudent risks necessary to achieve our vision.
Leadership--We recognize that a significant part of our "value" to each other and our
stakeholders is our knowledge, expertise, and leadership skills. We will expand upon that know-
ledge and seek opportunities to share our expertise for the good of the community.
Customer Focus-We will strive to be the Vail community's pace-setter in recognizing and respecting
the needs and desires of our customers both within the community and externally.
FUNDING REQUEST
The Board of Directors of the Vail Valley Chamber and Tourism Bureau is truly gratified
by your participation in funding the merged organization's first year of operation. There
have been many successes, detailed on the following pages, and this request of all the
major funding partners will be discussed with you at a joint work session to be scheduled
in August.
The CTB has demonstrated that your investment; when leveraged with those of other.
funding partners, members, and other revenue sources, can produce dramatic results and
progress toward the goals outlined in last years' discussions with you. An incremental
funding requirement of $240,000 has been established, to be shared as follows:
Fundia Partner 2002 investment 2003 re nested investment
Town of Avon $25,000 $40,000
Town of Vail $25,000 $40,000
Eagle Coun Government $25,000 $40,000
Beaver Creek Resort Corn an $25,000 ~ $40,000
Beaver Creek Mountain O erations $25,000 $40,000
Vail Mountain O erations $25,000 $40,000
This funding will enable us to continue to grow the successful programs for which you
helped lay the foundation in 2002. A complete analysis of achievements and proposed
incremental benefits for 2003~is attached.
The formation of the Chamber and Tourism Bureau would not have been possible
without your support, and it is only with your continued backing that we can provide the
Vail resort community with the tools and programs to improve their economic picture!
SIGNIFICANT ACHIEVEMENTS...2002
SIMPLIFICATION & COORDINATION
/ Merged memberships into a body of 850+ businesses...merged benefit programs
/ Merged websites to provide one "point of entry" for visitor information, booking,
and member information '
/ Developed Lodging Advisory Council for "steering" on Lodging and visitor
related issues
/ Developed "One Valley Leadership Coalition"...forum for regional. planning and
problem solving
BUSINESS SERVICES
/ Implemented improved corrununication of issues, programs through consolidated
newsletter and online newsletter
/ Provided Concierge Information Website...accwate visitor information available
to all front-line personnel
/ Paid out over $80,000 in dividends to members of Workerman's Compensation
Group
/ Hosted Community Employment Resources Forum...define agenda for improved
workforce enhancement programs
/ Enlisted support of local medical service providers in Community Health
Insurance Initiative...finalizing rates and programs
/ Implemented Volunteer Consultant trial program to assist businesses in need
ECONOMIC ENHANCEMENT
/ Generated over 140 group meeting leads through June
/ Booked over $4.6 million in group meeting revenue
/ Coordinating Iogistics...ADP...largest group in Vail this year...1500
ppU7nights
/ Lodging Council...leadership in development of Conference Facility
/ One Valley Leadership Coalition...defne our community's "agenda" for the
futwe
/ Developed informational forums for election issues in the fall
EXPANDED SERVICE QUALITY ASSURANCE
/ Support fall customer service training for all communities
/ Expand employee recognition/service quality "shopping" program for winter
/ Developed "Exploring Leadership" for middle managers...involve them in life of
community
/ Expanded Lodging Quality Assurance program to over 3500 units throughout
resort
2003 KEY INITIATIVES SUPPORTED BY FUNDING PARTNERS
Your investment of $40,000, along with the same investment by all our founding funding
partners will support the following expansions and enhancements of the programs begun
in 2002.
BUSINESS SERVICES
^ Expand Community Health Program to over 30001ives
^ Development of additional cost saving programs available to businesses on a
collaborative basis (ie other types of insurance, "back of house" services, other
employee retention tools)
^ Advance child care options for employers
^ Development of international workforce "clearing house"
^ Development of community workforce "recruiting"
^ Development of advanced web-based communications network for
employers/potential employees
^ Expand Volunteer Consultant program to assist businesses in need
^ Expand advocacy effort to state level to change insurance regulations
EXPANDED SERVICE QUALITY ASSURANCE
^ Expand lodging rating program to include all units
^ Expand use of rating to include tour operators and wholesalers
^ Develop local and national communication program to highlight positive impacts
of program
^ Create "Platinum Service" standards for visitor-based members
^ Continue expansion of ~nanagerial/leadership training for all levels
^ Begin establishing consistent visitor information program
ECONOMIC ENHANCEMENT
^ Create "agenda" for Vail resort community through Leadership Coalition
^ Create effective regional Special Event marketing program
^ Establish product improvement "agenda" to support at the local and county level
1z:44 PM Vail Valley Chamber $ Tourism Bureau
a7/3,/oz Balance Sheet
Accrual Basis As of June 30, 2002
Jun 30, 02
--_.
' ASSETS _....__
Current Assets
~ Checking/Savings
1000.Operating Cash 235,494.38
1050 • CD 126,991.87
1090 • Tour Cash 43,781.57
600 • Cash on Hand 200.00
Total CheckinglSavings 406,467.82
Accounts Receivable
1100 • Accounts Receivable 377,681.32
Total Accounts Receivable 377,681.32
Other Current Assets
1080 • American Express Receivable 2,916.08
' ' 1110 • Travel Advances 200.00
1150 • Allowance - Uncollectibles -9,061.79
• 1205 • Prepaid Postage 4,730.25
1300 • Suspense 42,463.85
1499 • Undeposited Funds 693.34
Total Other Current Assets 41,941.73
Total Current Assets 826,090.87
Fixed Assets
1900 • Leasehold Improvements 125,359.98
1910 • Furniture 8 Equipment 300,255.50
1920 • Software 82,522.02
1990 • Accumulated Depreciation -342,458.21
~ Total Fixed Assets 165,679.29
TOTAL ASSETS 991,770.1&
• (ABILITIES 8 EQUITY
Liabilities
Current Liabilities
Accounts Payable
2000 • Accounts Payable 1,062.75
' Total Accounts Payable 1,062.75
Other Current Liabilities
2011 • Due to Operating 0.80
2050 • Travel Agent's Payable 1
278.07
~ 2090 • Advance Guest Deposits ,
72,712.24
2095 • Guest Refunds Payable 8,102.24
2110 • Federal W/H Payroll Tax 4,116.70
2111 • FICA W/H Payroll Taxes 4,384.47
2112 • Accrued FICA 3,949.92
2113 • FUTA 387.80
2114 • State W/H Payroll Taxes -2,952.81
2115 • SUTA 999.55
2118 •401K Deductions Payable 3,265.28
2119 • Cafeteria Plan Payable 3,579.27
2120 • Accrued Employee Benefits 24,932.39
2310 • Lodging Dues Deferred 27,618.00
~ 2320 • Business Dues Deferred 54,270.36
Total Other Current Liabilities 206,644.28
~ Total Current Liabilities 207,707.03
Total Liabilities 207,707.03
Page 1
12:44 PM
. 07/31/02
Accrual Basis
Vail Valley Chamber S Tourism Bureau
Balance Sheet
As of June 30, 2002
. ~ Equity
3900 • Retained Earnings
Net Income
Total Equity
TOTAL LIABILITIES 8 EQUITY
n
.~
Jun 30, 02
220,892.64
563,170.49
784,063.13
991,770.16
Page 2
~. ~
12:as PM• Vail Valley Chamber ~ Tourism Bureau
- o7~3uo2 Profit & Loss
Accrual Basis January through June 2002
- Jan -Jun 02
Income
4000 • Contributions 150,000.00
4110 • Inspection Fees 12,846.66
• 4200 • Group Commissions 89,754.82
4201 • Allowance for Adj Group -4,875.01
i 4205 • Group Co-op Revenue 6,328.30
4208 • Group Activity.Comm 7.92
4250 • BC Mktg Fund 85,767.01
• 4300 • TOV Contract -Events 468,500.00
4310 • Corporate Sponsors 78,025.00
4320 • Event Merchandise Sales 352.00
4400 • TOV Contract -Info 104,606.00
4405 • Lodging Commissions 22,145.10
4410 • Activity Commissions 1,370.14
4420 • Merchandise Sales
4421 • Map Sales 39.00
4423 • Sunscreen 406.00
4424 • Postcard Sales 1,554.88
' ' 4425 • Wildflower seeds 130.00
4426 • Puzzle Sales (Impact) 3,193.56
• 4428 • Ticket Sales Comm 705.15
4430 • Internet Access 598.00
4432 • Vending Comm 4,255.18
4433 • Book Sales 130.00
4435 • CD Sales 174.25
4436 • Vail Souvenirs 60.00
4437 • VVTCB Merch 132.00
4420 • Merchandise Sales -Other 125.00
~
Total 4420 • Merchandise Sales 11,503.02
4440 • Misc Programs 8 Tours 300.00
4500 • Membership
4501 • Lodging Dues 139,829.90
~ 4505 • Business Dues 232,071.08
4507 • Bus Booked Leads BBL ~ 400.00
4540 • Mailing Lists 1,750.00
• 4545 • Relocatiori Guide 405.00
Total 4500 • Membership 374,455.98
4550 • Co-ops
4554 • Homeowner's Resource Guide Ads 19,649.05
• 4555 • E-Commerce Programs 31,950.00
4556 • Summer Vacation Guide 0.00
4564 • Winter Vacation Guide 131,364.69
4565 • TA Guide (DTP) 0.00
4568 • Front Range Co-ops 39,575.03
~
Tota14550 • Co-ops 222,538.77
4580 • Business Svc Income
4581 • ECO Bus Passes 1,563.50
4582 • Safety Pgm 8,255.00
4583 • Meeting space rental 4,625.00
4585 • Blue Jeans Lobsterfest Income 11,349.40
Total 4580 • Business Svc Income 25,792.90
1
Page 1
12;as PM.- Vail Valley Chamber Si Tourism Bureau
07/31/02 Profit ~ Loss
Accrual Basis . January through June 2002
Jan -Jun 02
4584 • Business 8 Consumer Show 2,600.00
4590 • Miscellaneous 7,698.96
4600 • Lodging Commission 155,149.34
• 4601 • Allow for Adj 1,274.22
4605 • Visitor's Center Transfer -22,145.10
4610 • Airline Comm 5,579.20
4615 • Hotline 2,980.84
4620 • Car Rental Comm 1,761.50
4630 • Shuttle Comm 3,094.55
4640 • Travel Insurance 1,569.68
4650 • Lift Ticket Comm 2,430.12
4660 • Service Fee Income 32,635.65
4665 • Cancellation Fees 882.01
4680 • Brochure Mailings 1,897.69
4685 • Interest Income 660.95
4800 • Research Rpt Sales 50.00
• 4900 •LMD Funding 52,316.08
4999 • Uncategorized Income -384.18
Total Income 1,899,470.12
Expense
• Quality Assurance Exp
1005000 • Salary Expense 0.00
Total Quality Assurance Exp 0.00
5000 • Salary Expense 484,618.27
5001 • Incentives 24,002.91
5002 • Payroll Taxes 38,813.39
5003 • Employee Benefits 67,577.28
5004 • Education 2,820.00
5005 • Group Salary Transfer 0.00
5006 •LMD Salary Expense 25,232.91
5007 •LMD Payroll Tax 1,930.35
• 5008 •LMD Benefits 2,677.05
5010 • Professional Fees 14,966.46
5025 • Hardware Maint 385.00
• 5030 • Long Distance Phone 6,969.62
5035 • Fax 1,276.85
5036 • 800 Number 4,933.41
5037 • Denver Line 0.00
5038 • Cell Phone 1,978.97
5060 • Postage °•£33.36
y
5065 • Priority Mail 239.05
5070. Operating Supplies 5,606.61
5080 • Printing 375.22
5090 • RenUUtil -Avon 20,076.73
~ 5095 • Web Maint -Avon 1,470.00
5096 • Prop tax -Avon 1,274.88
5097 • Leased Equip -Avon 4,590.05
• 5098 • Equip RepaidMaint -Avon 983.41
5100 • Web Development 14,185.00
5110 • Newsletter LQA 1,694.38
5210 • Group Referral Payments 111.45
5240 • BC Marketing Exp 11,579.42
5300 • Seed Money -6,433.00
5315 • UM Contract Fee 165,099.00
5320 • Advertising 2,854.34
5330 • Sponsor Recognition 89.73
5340 • Contract Labor 0.00
~ 5350 • Corp Ptshp Exp 201.25
5360 • EquipmUSupplies 1,200.00
' 5380 • InsurancelTown Fees 390.00
5390 • Event Merchandise 1,531.13
5392 • Sales Tax 620.51
5395 • Lodging 1,349.07
5400 • Event & Activity Advertising 9,260.09
Page
12:46 PM
107/31/02
Accrual Basis
Vail Valley Chamber ~ Tourism Bureau
Profit & Loss
January through June 2002
Jan -Jun 02
.~
+
5415 • Host Expense
5420 • Merchandise Exp
5430 • Cleaning
5440 • Leased Equip (Info)
5500 • Member Expense
5510 • Member Collateral
5580 • Research
Total 5500 • Member Expense
5550 • Co-op Program Expense
5558 • DMCVB Exp
5560 • CTTA Exp
5562 • Winter Vacation Guide Exp
5563 • Vail Guide Exp
5564 • Homeowner's Resource Guide
5568 • Front Range Co-op Exp
Total 5550 • Co-op Program Expense
5600 • FIT Advertising
5620 • Housing Bureau Expense
5630 • Airline Equip
5635 • Active Rez Fees
5640 • Credit Card Fees
5641 • Bank Svc Charges
5660 • Chargebacks
5661 • Settlements
5730 • Finance 8 Svc Charges
5800 • General Photography
5820 • Local Programs (PR)
5830 • Newsletter
5840 • PR Transfer Out
5900 • Dues 8 Subscriptions
5910 • Travel
5920 • Entertainment
5925 • Recruiting Expense
5930 • Miscellaneous Exp
5950 • Blue Jeans Lobster Party
5951 • Entertainment
5952 • Advertising
5950 • Blue Jeans Lobster Party -Other
Total 5950 • Blue Jeans Lobster Party
5953 • Workforce Enhancement
~ ~ 5954 • Ambassador Pgm Expense
9000 • Allocated Expenses
9001 • Salaries
' 9002 • Payroll Taxes
9003 • Employee Benefits - Ailoc
9015 • Website Mgmt
9030 • Operating Supplies - Alloc
9040 ~ Leased Equip
9045 • Equip Repair/Maint
9050 • Phone SvGEquip
9055 • RenUUtilities
9057 • Bldg Repair/Maint
9090 • Insurance
9095 • Depreciation
9099 • Property Taxes
+ Total 9000 • Allocated Expenses
9100 • PR Allocated Transfer
Total Expense
Net Income
620.04
5,504.01
6,124.05
9,847.00
2,114.06
43,174.86
13,178.38
19,780.16
8,632.80
96,727.26
75,733.65
6,404.99
3,478.01
3,075.00
8,015.16
7,833.06
1,211.35
22,813.17
28,383.33
3,409.18
4,332.00
21,974.80
1,021.81
187,685.51
0.00
1,336,299.63
17,288.72
161.27
292.74
9,005.41
29,997.07
1,116.47
714.08
6,364.27
5,942.18
136.32
491.58
735.00
0.00
4,079.00
3,532.85
22,207.02
24.01
439.77
563,170.49
700.00
729.40
6,220.81
.... .. ..
7,65G.21
Page
1,319.83
2o7s7
-50.00
4,936.14
2,475.64
224.61
c .
n
1,
r~J
L
APPLICATION FOR TOWN OF VAIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by 5:00 P.M.. You must
provide 12 copies of the application. Any application received after that date or any application packet
with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization:
2. Contact person:
3. Mailing address:
4. Telephone:
The Vail Jazz Foundation, Inc.
Howard L. Stone, Chairman of the Board of Directors
PO Box 3035, Vail, CO 81658
970-479-6146
5. Members and Titles of your governing board: Christine Richards, Executive Director; John
Clayton, Jr., Director of Education; Carrie Finley-Bajak, Director of Programs; Board of Directors: Howard
L. Stone, Chairman; Cathy Stone, Secretary; Dr. Ken Blaydow; Ross Boyle; John Clayton, Jr.; Catherine B.
Dunford; Andrea L. Grabow; Jerry Fredericks; Robert E. Ford; John W. Giovando; Dr. Willie L. Hill, Jr.;
Chuck Holcomb; Mike Peak. '
6. Amount of contribution requested: $15,000 and (1) Blue Parking Pass
7. Organization fiscal year-end: October 31, 2002
8. Are your books audited? No
9. How will the contribution be used? The requested funds will be used to support existing educational
programs in the community, such as Jazz Goes to School and the VJF Regional Big Band, in addition to the 9`~
Annual Vail Jazz Festival and the Vail Jazz Workshop.
Now in it's fifth year, Jazz Goes to School offers an innovative and fully integrated approach to teaching music
and social studies at the elementary and middle school level. The program is presented free of charge by the VJF
to all 4th through 8th graders (over 2,200 students) in the public schools of Eagle County, Colorado. One of the
most gratifying results of the Jazz Goes to School program has been the development of a tremendous interest in
jazz among the youngsters who have been exposed to the program. An outgrowth of Jazz Goes to School is the
VJF Regional Big Band, which brings together middle and high school jazz musicians from Eagle, Lake, and
Summit Counties in the greater Vail Valley region. Started by the VJF in February 2001, the Big Band
expanded this year from a smaller ensemble originally formed by the VJF in response to the interest in playing
jazz by students who had participated in the Jazz Goes to School program. This was a direct result of the
development of an interest in learning more about playing jazz among the students who have attended JGTS and
3
Festival performances. As the Regional Big Band grows and gains the necessary experience and musicianship,
'~ the long term intention is for the VJF Big Band to reach a level of musical excellence so that it can perform at
numerous public events in Vail and serve as a recruitment tool for other student musicians.
The Vail Jazz Festival offers a different kind of festival experience -inspiring, engaging and easy going - in one
ofthe most beautiful natural settings -Vail, Colorado. What started out eight years ago as an abbreviated Labor
Day Weekend Party has evolved into aneleven-week long summer festival with multiple venues. Whether it's
our Jazz Goes to School float and the Washington Prep mazching band entries in the 4`~ of July pazade and
performances in Vail Village, free outdoor concerts in Lionshead's Sun Dial Plaza, intimate club dates in some
ofthe finest restaurants in the Vail Valley including shows in Vail Village, our Afternoon Jazz Series at the top
of Bridge Street or the famous Labor Day Weekend Party at the Vail Marriott Mountain Resort & Spa-the Vail
Jazz Festival has a unique spirit of fun and fellowship, welcoming musicians, singers and jazz lovers from all
over the world. As part of the Labor Day Weekend Party, the Vail Jazz Workshop is a residency program for 12
dedicated and talented high school students from around the US who come to Vail on full scholarships provided
by the Vail Jazz Foundation, for 10-days to study jazz under accredited clinicians.
10. How does your request support item 1C of the contribution policy? The Vail Jazz Festival
provides important cultural events for 11 weeks during the summer with 33 performances. The Festival attracts
many visitors to Vail during the non-ski season and brings many locals to town to experience high-quality jazz
performances -over 15,000 people attended our performances last summer. The Festival contributes to the
quality of life for those who live here, by giving locals the opportunity to see and hear the world's greatest jazz
musicians, and enhances the overall Vail experience of many guests who enjoy the Festival while visiting.
Additionally, our Jazz Goes to School program is a jazz music education program introduced in the Eagle
County public elementary schools in 1998 and is now provided free of charge to all fourth through eighth
graders in the public schools of Eagle County. The program fully integrates the study of jazz with social studies
subjects and offers an innovative and fully integrated approach to teaching music and social studies at the
elementary and middle school level. The Festival has no negative environmental impacts.
11. Who currently funds your organization (other goverrunents, private donations, user fees,
etc.)? The Vail Jazz Foundation is funded through corporate sponsorship, individual contributions, foundation
grants, festival ticket sales, and concert production fees. Supporting organizations include: The Town of Vail,
Vail Chamber & Business Association, Colorado Council on the Arts, The National Endowment of the Arts,
Alpine Bank, The Ella Fitzgerald Foundation, City Mazket/The Kroger Foundation, The Vail Daily, Colorado
Mountain Express, KUVO-89.3 FM, Yamaha Corporation and BBE Sound, Inc.
12. Organization's mission statement: To perpetuate jazz music through live performances that
showcases the artistry and talent of great jazz musicians, and through jazz education, with a focus on young
musicians and young audiences.
(If more room is needed to answer questions, please use the back of this page.)
4
APPLICATION FOR TOWN OF VAIL FUNDING
~- Balance Sheet
Instructions: Round all figures to the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year (Date: 10-31-02)
Assets:
Cash in Bank $12,304
Cash in Money Market $17,696
Total Cash $30,000
Personal Property-Musical Instruments $10,550
Total Assets $40,550
Liabilities:
Payroll Tax Payable $ 671
Total Liabilities $ 671
Net Worth (Total Assets Minus Total
Liabilities) $39,879
5
i
APPLICATION FOR TOWN OF VAIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Revenues: $
(List by funding source)
Admission 47,100
Production Fees 32,000
Sponsorship 15,000
Individual Contributions 129,800
Business Contributions 35,000
Foundation Grants 51,300
Fundraising Events 6,250
Merchandise Sales 1,500
Silent Auction 2,000
Interest 550..
Total Revenue $ 320,500
Expenses: $
Labor Day Weekend Party
Jammin' jazz Nights & Other
Performances
Vail Jazz Workshop
Jazz Goes to School
4th of July Float & Washington
Prep H.S. Trip
Advertising
Marketing/ P.R.
Fundraising
Administration
Total Expense
85,475
30,800
33,060
24,863
8,800
29,281
21,849
3,450
82,673
$ 320,251
Total Revenue Minus Expense $ 249
6
APPLICATION FOR TOWN OF VAIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by S:OO.P.M.. You must provide 12
copies of the application. Any application received after that date or any application packet with fewer than 11
copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the fmancial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: The Vail Jazz Foundation, Inc.
2. Contact person: Howard L. Stone, Chairman of the Board of Directors
3. Mailing address: PO Box 3035, Vail, CO 81658
4. Telephone: 970-479-6146
5. Members and Titles of your governing board: Christine Richards, Executive Director; John Clayton, .
Jr., Director of Education; Carrie Finley-Bajak, Director of Programs; Board of Directors: Howard L. Stone,
Chairman; Cathy Stone, Secretary; Dr. Ken Blaydow; Ross Boyle; John Clayton, Jr.;.Catherine B. Danford;
Andrea L. Grabow; Jerry Fredericks; Robert E. Ford; John W. Giovando; Dr. Willie L. Hill, Jr.; Chuck
Holcomb; Mike Peak. ... _.., ~ .
6. Amount of contribution requested: $50,000 (Note: a, separate application was submitted by-
the VJF to the TOV in support of its educational activities. This application. is for support for the Jazz.
Festival only, but the two applications should be treated as the combined requested funding by the VJF.)
7. Organization fiscal year-end: :October 31, 2002
8. Are your books audited? No
9. How will the contribution be used? To underwrite a portion of the cost of the 9th Annual Vail Jazz
Festival to be held in Vail during the summer of 2003. If this application is approved the Vail Jazz Foundation
will separately provide $150,000 of funding for the Festival, which is a high quality, world-class event that has
developed a reputation for excellence and a proven track record. In eight yeazs, the Festival has grown from one
weekend of jazz with attendance of 350 to a summer long festival, comprised of a unique series of performances
at various venues in Vail and Lionshead. Projected attendance at the Festival performances in Vail during the
summer of 2003 is over 8,000* with FIFTEEN separate performances presented throughout the summer as
follows:
(i) THREE free concerts presented at the top of Bridge Street in Vail (Afternoon Jazz Series)
during the month of July, that are designed to attracted crowds to the core of the V illage during
the lunch hour with an estimated attendance of 750;
(ii) FNE free concerts presented in a tented venue at the Sun Dial Plaza in Lionshead (Jammin'
Jazz Nights) during the month of August. A well established event (last yeaz was the 5`~ yeaz it
was presented) it has become an early evening destination for people in the Vail Valley with
3
many jazz fans now scheduling their vacations in Vail to coincide with this populaz event in
Lionshead. The summer of 2002 saw a substantial increase in attendance over the prior year
and attendance for 2003 is estimated at 3,750; and
(iii) SEVEN ticketed concerts presented at the Marriott Mountain Resort & Spa in Lionshead over
Labor Day Weekend (Labor Day Weekend Jazz Party) with several of the concerts being
broadcast live to the Denver Metro Area. The Labor Day Weekend Jazz Party is the
culmination of the Festival and has been favorably reviewed in national and international jazz
publications. Jazz fans from throughout the United States travel to Vail for this signature event
with attendance estimated at 3,500 in2003.
*Festival attendance for the summer of 2003 is estimated at 15,000 and includes additional performances
throughout the Vail Valley.
If not all of the requested funding is approved, presentation of the free Jammin' Jazz Night concerts in
Lionshead and/or the free Afternoon Jazz Series in Vail will not be presented due to budgetary constraints.
10. How does your request support item 1 C of the contribution policy? The Festival is without a doubt an
important cultural event that contributes to the quality of life for those who live in Vail and the many guests who
visit Vail, without any negative environmental impacts. The TOV will receive a significant return on its
investment because of the following tangible economic benefits that will be realized:
(i) Over 80% of the attendees at past performances have been from out of town;
(ii) Almost all of those in attendance over Labor Day Weekend travel to Vail specifically to attend
the Festival;
(iii) Many Vail Valley visitors not staying in town visit Vail specifically to attend the Jammin' Jazz
_ Night Concerts and the Afternoon Concert Series.
(iv) Many locals who live "down valley" either stay in town after work or come into town to attend
the Jammin' Jazz Night Concerts;
(v) Spending by the attendees of the Labor Day Weekend Jazz Party produces significant retail
sales and lodging expenditures that are completely event driven; and
(vi) Spending by Vail Valley visitors who travel to Vail to attend the performances and "down
valley" locals who attend the performances produces additional retail sales that are also
completely event driven.
The bottom line is therefore that support for the Festival leads to "heads in beds and retail sales." Whether it was
pre- or post-concert dining or shopping during 2002, the addition of a tented venue in Lionshead drew
significant crowds to the Jammin' Jazz Night concerts and the merchants in Lionshead were positively impacted,
as was the TOV directly by increased sales tax revenues. A similar positive impact was also felt in Vail as a
duect result of the Afternoon Jazz Series. It should be noted that the Jammin' Jazz Night concert series was
specifically created in response to the desire of many of the Lionshead merchants to bring a crowd to Lionshead
at a time of day when historically there was very little traffic and this established and proven series has become a
high profile event that continues to benefit the merchants of Lionshead.
The profile ofthe jazz audience at the Festival matches the demographics for guests that Vail covets -over 50
yeazs of age with a high disposable household income, relatively active lifestyle, and with no young children so
that school schedules do not impact vacation and travel decisions. With a significant portion of the Festival's
performances presented at the end of the summer season, the demographic of the audience also matches the
needs of the community. The Festival therefore not only amacts a large audience, but the right type of audience
which has the spending power and flexibility to visit Vail when many "traditional" visitors aze returning home
because of "back to school" requirements. The attendees at the Labor Day Weekend Jazz Party aze not only in
town at the right time (having come to Vail for the event), but the demographics for this group is especially
appealing with average household income over $120,000. Lastly, it should also be noted that there are long term
benefits that accrue to the TOV from the Festival, which has successfully created an ambience of fun and that
"cool feeling" that is associated with jazz, thereby enhancing the "Vail experience" for visitors and assuring that
visitors enjoy their vacation in Vail and will return.
11. Who currently funds your organization (other governments, private donations, user fees, etc.)? The Vail
Jazz Foundation is funded through corporate sponsorship, individual contributions, foundation grants, festival
ticket sales, and concert production fees. Supporting organizations include: The Town of Vail, Vail Chamber &
Business Association, Colorado Council on the Arts, The National Endowment of the Arts, Alpine Bank, The
Ella Fitzgerald Foundation, City Market/The Kroger Foundation, The Vail Daily, Colorado Mountain Express,
KWO-89.3. FM, Yamaha Corporation and BBE Sound, Inc.
12. Organization's mission statement: To perpetuate jazz music through live performances that
showcases the artistry and talent of great jazz musicians, and through jazz education, with a focus on young
musicians and young audiences.
(If more room is needed to answer questions, please use the back of this page.)
5
APPLICATION FOR TOWN OF VAIL FUNDING
Balance Sheet
Instructions: Round all figures to the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year (Date: 10-31-02)
Assets:
Cash in Bank $12,304
Cash in Money Mazket $17,696
Total Cash $30,000
Personal Property-Musical Instruments
Total Assets
Liabilities:
Payroll Tax Payable
Total Liabilities
Net Worth (Total Assets Minus Total i
Liabilities)
$10,550
$40,550
$ 671
$ 671
$39,879
6
APPLICATION FOR TOWN OF VAIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
REVENUES:
(List by funding source)
Admission $ .47,100
Production Fees 32,000
Sponsorship 15,000
Individual Contributions ;129,800
Business Contributions 35,000
Foundation Grants S8,800*
Fundraising Events 6,250
Merchandise Sales 1,500
Silent Auction 2,000
Interest 550
TOTAL REVENUES
EXPENSES:
JAZZ FESTIVAL
Labor Day Weekend Party $ .85,475
Jammin' Jazz Nights & Other Performances 38,300*
Advertising 29,281
Marketing/P.R. ; 21,849
Allocated Administrative Overhead ~ 25,000
SUBTOTAL
i
EDUCATIONAL ACTIVITIES '.
Vail- Jazz Workshop ` 33,060
Jazz Goes to School i 24,863
Allocated Administrative,Overhead ~ 12,500
SUBTOTAL
SPECIAL ACTIVITIES f
4~' of July Float &
Washington Prep H.S. Trip
Administrative Expenses
Fundraising 3,450
Administration ' 45,173
SUBTOTAL
TOTAL EXPENSES
TOTAL REVENUES MINUS EXPENSE
$ 328.000
199,905.
70,423
8,800
48,623
$ 327,751
249
*Bud~et was amended to reflect an additional $7 500 in production expenses for the rental of a tent in order to stage the
Jammin' Jazz Night Concerts at the Sun Dial Plaza in Lionshead with $7,500 in additional funding provided by the
Special Events Commission.
7
,, VAII.vAII~Y
FOUNDATION; ,
Proudirig leadership ~ _ .
innthledc; educational
-and cultural endeavors
to enhance aiul sustcun July 26, 2~~2
the quality of life in the
Vail Valley .
BoardofDirectors Vall TOWn COUTlcll
?PreaidentGeraldF°rd Town of Vail
Adam Aam
~'"d=th Be`k°"": ~ 75 South Fronta e Road ~ _
1~~„~ Bt~~~~ g
Pram EriB Borr~en V all, C~ O ~ ~~ O
James Berry' Craddock
Jack Crosby.
`~ndrtW l~a`y .Dear Vail Town Council:
~X~iuiamEsrey
Harry Franipron, lll
Stephen Freedman
C ~r+ld (~alle<,os ,
'~~_ ~~~~ < a~i;~ey. ~ ~ Thank.you for the opportunity to present the Vail Valley
e =~~ e~ai~tt,~t.
`' _~_~~ ~~rda°° Foundation's 2003 grant request to the Town .of Vail. We are
'~pi C~ramshammer ~ .
~t~~rhHrif~; _ extremely pleased to~ have a community partnership with the Town of
`~''...a°`H`~b` Vail. The Town of Veil's philosophical and financial support of the
Cla=ne Kelron
,~~ h~ rt`~;~h,,~~„~ Vail Valley Foundation provides us the opportunity to host great
'eC2` g'ay' events and community programs thatbenefit all~citizens of this
~ atac=a ~r;epie,
I =r hu hScutt, En=cncus
_ ~r " shaehe~ wonderful valley.
Ivl=chaclShannon -
Manley Shuman
I R=>dney Sliter
>s a~ r.,=~~ Due to the restructuring of the Commission on Special Events, we
m=~ Tiber
,C~~artT~rrie~ have included, per the Town of Vail's staff recommendation, a
.Alberto Vilar
'ame5 ~'~,~~ ~ request for both athletic and cultural funding from the Town of Vail.
` „=i=a F°`z ~ We know this may change, however new CSE policies have not been
>~~ ~de„t
~~l MU=,;ta„= B=ye- set to date. .
`N7orld Chrnnp=a=uhtps:
~ 999 l~~~mld A1pme
ik, Ch~m=pionsh=ps
-:,994 Sv~,id M~==nt~n As in the past, with the Town of Vail's full supp.or+_, we-would include
B`~zcn~mp`~~~ns ' in your benefits package, two Eagle Medallions. ~,
1989 ll' =nId A!p=,ie
''Slu (.Iwni(~ionshps
AEl W"'~~="""n Thank you again, and please call rrie at 949-1999, if I can answer any
timer=canSk=Clasvu -
t itt.e,t of rle,'ear Awards questions.
Educap~n'-Iniaanaes
F1J Afp=r~ World C up ~ .
;=nom ,~f v~l Sincerely,
Griald R Ford ~lmphirhzna-r
~'=lar Paa=Don ~ "
'Jerry:~Betry Ford Ariismts ~~~~~ ~ .
(~olf~;Iaaic
U~l ~,~,~,~~„ ~,~ ~ Cecilia Folz
W~„~dcul' President
Vud ~~rillev Fouiulaann '
Scholarshipl'ro~rmn'
`~°`~ `~`~"'°"`p'°l ~Cc: ~ Bob McLaurn, ~Tov~m Manager,
Dart,e Fecti~ul
~,~ ce„~r F°r,-',~ Ar° - ~ -Pam Brandmeyer, Assistant Town Manager
P.O: Box 309
'.Vail, Colorado 81658
970-949-.1999 .
Faz 970-949-9265
unmi~. vi f: org ,
A C~Iorado 501 (c)~(3)
Nonprofit Corporation
e'
OVERALL SPONSORSHIP GRANT PROPOSAL
jor the
TOWN OF VAIL
2002 - 2003 STREET BEAT WINTER CONCERT SERIES
2002 BIRDS OF PREY
2003 AMERICAN SKI CLASSIC
2003 VAIL KNOCK OUT
2003 VAIL INTERNATIONAL DANCE FESTIVAL
2003 GERALD R. FORD AMPHITHEATER
2003 MAGIC BUS
presented by the
VAIL VALLEY FOUNDATION
APPLICATION FOR TOWN OF VAIL FUNDING
1. Name of organization: Vail Valley Foundation
2. Contact person: Cecilia Folz, President
3. Mailing address: P.O. Box 309, Vail, CO 81658
4. Telephone: 970/949-1999
5. Members and titles of governing board:
President Gerald R. Ford
Adam Aron
Judy Berkowitz
Leon Black
Marlene Boll
Erik Borgen
Berry Craddock
Jack Crosby
Andy Daly
William Esrey
Harry Frampton
Steve Friedman
Gerald Gallegos
John Garnsey
George Gillett
Donna Giordano
Pepi Gramshammer
Steve Haber
Marty Head
Bill Hybl
Elaine Kelton
Jack Kemp
Bob Lashbrook
Peter May
Pat Peeples
George Shaeffer
Mike Shannon
Stanley Shuman
Rod Slifer
Oscar Tang
Craig Tuber
Stewart Turley
Alberto Vilar
Jim Wear
6. Amount of contribution requested $125,000 and $21,000 in-kind support
7. Organization fiscal year-end: January -December 2003
8. Are your books audited: Yes -annually
9. How will the contribution be used: Please see attached information.
10. How does your request support the Town outcomes identified in item 1 C of the contribution
policy: A positive, sustained economic climate
11. Who currently funds your organization (other governments, private donations, user fees, etc.):
Town of Vail, Town of Avon, Eagle County, Beaver Creek Resort Company, private donations and
corporate sponsorships
12. Organization's mission statement: The Vail Valley Foundation is anon-profit organization
dedicated to enhancing the spirit of the Vail Valley through athletic, cultural and educational endeavors
2002 - 2003 STREET BEAT FREE WINTER CONCERT SERIES
November 27 -December 18, 2002
February 19 - Apri116, 2003
Street Beat, Vail's winter entertainment series provides an exciting and energetic opportunity for street
parties, concerts and spectacular prize giveaways. Likened to the incredibly successful Hot Summer
Nights, Street Beat offers mid-week outdoor entertainment for guests of the Vail Valley and locals
alike. The inaugural season, 1999-2000 was extremely successful. Attendance exceeded everyone's
expectations, drawing approximately 5,000 people to the season finale and bringing the season total to
more than 30,000 attendees. Attendance in 2001-2002 exceeded the 2000-2001 season, credited to the
relocation of the venue and better artist selection. In light of the increase, for 2002-2003, the Town and
the Vail Valley Foundation support the decision to split the season to avoid the coldest part of the
winter season.
Every Wednesday night, a street party, concert and giveaway presentation will be hosted in Vail
Village. From 6:00 - 8:OOpm, thematic parties and varying styles of music will showcase the Vail
Valley as the premier ski resort. Our mission is to enhance the guest experience and increase the
excitement of a Vail vacation, while encouraging locals to enjoy their community.
While the spirit of the concert series revolves around community support and participation, a malt
beverage company will claim entitlement to Street Beat and a Gold Sponsor will present and entitle the
prize giveaway category. Local businesses will also assist with trade prizes and financial support.
Street Beat is produced and organized by the Vail Valley Foundation.
GENERAL VAIL BENEFITS
• Added value to guests' and locals' experiences
• Brings locals back into town on a day and time when they might otherwise not come
SPONSORSHIP BENEFITS
• Identification on all printed material (event brochures, posters, newspaper ads, etc.)
Venue Signage
Verbal and visual recognition at all concerts
2002 2003 WINTER CONCERT SERIES GRANT REpUEST
The Vail Valley Foundation kindly requests that the Town of Vail consider a $27,500 cash
contribution plus an in-kind donation of police and public works support valued at $6,000.
2003 VAIL INTERNATIONAL DANCE FESTIVAL
AUGUST 2 -11, 2003
The Vail International Dance Festival will celebrate its 14th anniversary in 2003, strengthening and
further securing. Vail's reputation as the "dance destination." The 1999 season saw the inauguration of
the World Masters at Vail Workshops for junior and pre-professional students; the introduction of the
Dance Dialogues lecture series, and the U. S. debut of Dou Dou Huang from the Shanghai Dance
Company of the People's Republic of China. The 2001 season featured the return of international
stars, as part of the Paul Mitchell International Evenings, as well as the famous Shanghai Dance
Company and renowned Ethan Stiefel and Stars. The 2002 ensemble series will feature the world-
renowned dance company Lizt Alfonso DANCE CUBA! Principal dancers Agnes Letestu and Jose
Martinez are leading a hand picked ensemble from Paris Opera Ballet in "From Paris with Love." The
10th anniversary of the Paul Mitchell International Evenings will feature new and returning guest
dancers from companies from around the world. Artists include, Colleen Farrell & Colin Dunne -
RiverDance, Luigi Bonino -international guest artist, Elizabeth Koeppen-Parsons Dance Company,
ChanHon Goh & Geon Van Der Wyst- National Ballet Canada and Bridget Breiner & Douglas Lee-
The Stuttgart Ballet.
The Vail International Dance Festival consists of:
Dance Dialogues - a free educational program of lectures for the public led by visiting educators and
performers presented at the Gerald R. Ford Amphitheater and the Vilar Center for the Arts.
Choreographers Collection -new choreographic works are created and premiered at the Vail
International Dance Festival; Ensemble Series - performances by selected artists from world-renowned
dance companies; Paul Mitchell International Evenings of Dance -contemporary and classical
performances by international couples.
GENERAL VAIL BENEFITS
• Added dimension to summer in Vail
• Positions Vail as an international center of cultural arts
• Destination visitation - 49% of respondents to a VVCTB survey said they came to the area
for the event, 73% had lodging in the Town of Vail
SILVER SPONSOR BENEFITS
• Listing as Silver Sponsor of Vail International Dance Festival
• Listing as Silver Sponsor on performance poster
• Right to use the Vail International Dance Festival logo
• Four (4) seats in Dress Circle for all performances
• Four (4) VIP tickets to Vail International Dance Festival Gala
• Four (4) invitations to social functions
• Class observation opportunities
2003 VAIL INTERNATIONAL DANCE FESTIVAL GRANT REQUEST
The Vail Valley Foundation kindly requests that the Town of Vail consider a $20,000 cash
contribution.
GERALD R. FORD AMPHITHEATER
Summer Season 2003
As the amphitheater opens its gates for the second season in a newly remodeled facility, locals and
guests of all ages flock to the theater for a diverse mix of entertainment. From the 2002 Hot Summer
Nights series to the Bravo! Vail Valley Music Festival's symphonies, the Gerald R. Ford Amphitheater
serves as the cultural centerpiece of the Vail Valley. The 2002 season will be one of the busiest yet,
with records numbers of bookings and attendance to date. Scheduled to host 41 musicaUtheatrical
performances, one graduation ceremony, four corporate functions, three weddings and over twenty
rehearsal days the amphitheater's short summer season is anchored by the Bravo! Vail Valley Music
Festival orchestras, Hot Summer Nights and the Vail International Dance Festival.
Continuing with its incredible popularity, the Hot Summer Nights series will feature seven
performances and will undoubtedly attract an average of 3,000 participants to each concert. This year's
acts included; Sonny Landreth, Jim Weider of "The Band," Robert Walker's 20`h Congress, Jefferson
Starship's Acoustic Explorer and many other talented artists.
GENERAL VAIL BENEFITS
• Amphitheater productions showcase Vail as a premier summer resort
• Provides the major venue for performing artists and special events in Vail
• Programming policy ensures performance variety for Vail audiences
• Convention use for summer conferences
• ,Unique venue and programming sets Vail apart from other mountain resorts
• Gaining regional and national recognition
SUPPORTER BENEFITS
• Identification as major contributor in the building of the Gerald R. Ford Amphitheater
• Four (4) reserved seats at all Gerald R. Ford Amphitheater productions
GERALD R. FORD AMPHITHEATER GRANT REQUEST
The Vail Valley Foundation kindly requests that the Town of Vail consider a $25,000 cash
contribution to help support a portion of the the Hot Summer Nights series and services
provided to the community at the facility.
;~
TOWN OF PAIL
7S South Frontage Road
Vail, Colorado 81657
970-479-2100
Fax: 970-979-2157
www.ci.vait'.co.us
TO: Judy Camp, Finance Director
FR: Bill Jewitt, Chairman
Commission on Special Events
DT: August 16, 2002
RE: PROPOSED 2003 BUDGET. FOR COMMISSION ON SPECIAL
EVENTS (CSE)
The CSE is proposing a 2003 budget equal to that allocated for special events in 2002. That total
was divided between the following categories.
- $308,000 to WCTB for contracted special events
- $160,000 to WCTB for seed fudning of new events ~~4.4 ~ ~,r700 CSC `dd Q.Pd.ll~'= X153,800
- $ 43,500 to VCBA for block parties and LionsHead jazz ~f,.S$ .~d1,500 UC~R `Od'~I~U~'= cll~d00
- $ 75,000 to VCBA for Vail Today street entertainment
- $107,933 Rollforward from Y2002 unexpended seed funding (WCTB)
This is a total of $ .The CSE foresees continuing to provide ambient entertainment,
community events such as Vail America Days (4th of July), as well as events designed to bring
large numbers of people to Vail from outside the valley.
It is also envisioned that some events may be able to ret~.~rn funds to the CSE, thereby reducing
the request for funds in the future years (or enabling the CSE to provide further benefits to our
community).
It is further believed that the CSE will be able to provide the professional management foreseen
in Ordinance #18, Series of 2002, within this budget request. However, the single caveat
remaining that at this time period is the CSE will not have had an extensive enough period of time
to evaluate all requests before them, thus leaving the possibility of later funding requests.
Bill Jewitt, Chairman
Commission on Special Events
August 15, 2002
xc: Bill Jewitt
yam Brandmeye[
~15~ REC}'CLEDPAPER
~ti
TOgCPI
X002 CSE
2001 Year End Balance
2002 Budget
2002 Beginning Balance
Awarded Funds
2,500
5,000
7,500
20,000
20,000
25,000
75,000
155,000 40,433
King Mtn. volleyball
Vail Arts Fest
vail jazz Foundation
Torch Relay
3-v-3 Soccer
vail Italian Festival
summer concert
Total Awards
75,000
"Returned Funds"
Cancellation of summer
Concert
Remaining Balance
7,500
U~comi ng Awards
Circus chimera
115,433
Anticipated YE Rollover ~ 107,933
TOV CSE
2002 Seed Funding
Status - 8/16/02
.,
>r t
~Y'., 1
APPLICATION FOR TOWN OF V AIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by S:OGP.M.. You
must provide 12 copies of the application. Any application received after that date or any
application packet with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech. 75 South Frontage Road West Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1.Name of organization: Fred and Judy Alexander Foundation
2.Contact person: Lynn Ossolinski, Grant writer for the Fred and Judy Alexander Foundation
3.Mailing address: 6653 Camino De Luna, Rancho Murieta, CA, 95683
4.Telephone: 916-354-8474
S.Members and Titles of your governing board: Judy Alexander, President and Founder; Shelly
Godeken-Wright, Executive Director; Board Members: Dan Kabat, Darbi Alexander, Ken
Alexander, Chris Bailey
6.Amount of. contribution requested: $10,000
7.Organization fiscal year-end: December 31, 2002.
8.Are your books audited? yes, by a CPA Dan Kabat
9.How will the contribution be used? to fund the Free Vail Music Faire
IO.How does your request support item IC of the contribution policy? to provide cultural activities
11.Who currently funds your organization (other governments, private donations, user fees, etc.)?
foundation, private donations
12.Organizadon's mission statement: To provide free introductory golf clinics to children and the
Disabled, in memory of Fred Alexander.
Our 2003 goal is to increase Music Faires in new communities.
(If more room is needed to answer questions, please use the back of this page.)
3
lrie t'Tea ana JuQy t~texanuer r~unua~iun - rrCC ~,iuiurCii ~ vuil ~,iuu~~ - ~uu ~ wuui~ ~,... ragG i vi i
~ ±t
~d
2002 and
Previous Events
ASPEN CLINIC &
NEW
EQUIPMENT
Check Out The
2002 Schedule!!
Clubs for Kids
Contact
Information
Foundation
Offices
Fund-Raising
Get Your
Apalication Here
Junior Corner
Music Faire
Support,
Sponsors,
Volunteers & Pros
The USGA
Winner of Nevada
State SGMA
Heroes Award
2001 Survey
Music Faire
VA!L MUS-C FAIRE -Vail, Colorado
As an extension of our Foundation efforts, Mrs. Alexander made available
a FREE music concert for the community of Vail, Colorado.
• There were 40 performances throughout the day at The Gerald Ford
Amphitheater
. The variety of music was from Country to Jazz to Irish Folk to Reggae
to Classic to Rock and Roll!
• Thanks to all of the Artists that participated in this community event.
You were all terrific!
• Judy's hope is to have more of these concerts in several locations to
give the community an opportunity to enjoy and see the talent in their
backyard
• This is Judy's passion, whereas golf, was Fred's. This is a way for The
Fred and Judy Alexander Foundation to offer a way to enjoy both golf and
music
• Thank you to everyone involved with making this event possible. Darbi
and Kent Gilbert, Club Chelsea, Kale, Dave, Kaylee, and Bob Finney. It
certainly couldn't have been done without you all! Thank you
• Thank you to The Vail Valley Foundation for their support
• Thank you Karen Miller-Raab for flying out and helping with the
background work of this event
• We're scheduled for next August
.~
http://vvww.alexanderfoundation.com/feature.cfm?CT=7 7/29/02
,~
APPLICATION FOR TOWN OF V AIL FUNDING
Balance Sheet
Instructions: Round all figures to the nearest dollar. Please present in as much detail as
possible.
Most Recent Completed
Fiscal Year Date: January 31, 2002
Fred and Judy Alexander Foundation: Statement of Financial Position
Assets:
$Current assests:
Cash in the bank.........18,179
Accounts receivable.......1,792
Inventory Music CD's........310
Prepaid expenses.........10,827
Property & equipment:
Land ....... ............ .80,000
Building & improv.......384,485
Furniture . .............132,616 --
Office equipment... .. ..14,372
(Accumulated depreciation
..............$100,929)
Total Assets
$ ...........................................................................541,652
Liabilities:
$Accounts payable ....................................................4,486
Total Liabilities:
$ ...........................................................................4,486
Net Worth (Total Assets Minus Total Liabilities)
$ ..........................................................................537,166
r
A ~
9
APPLICATION FOR TOWN OF V AIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Fred and JudYAlexander Foundation
Revenues: $Fund Raising............ 6,297
(List by funding source) Interest ......................181
Investments .................243
Cash contnbutions....23,832
Grants:
US GA .................40, 000
NCPGA ................2,000
SNCPGA ................700
InKind ................... 31, 800
Total Revenue
Expenses:
Administrative:
Salaries and Wages: 32,087
Employee benefits 4,506
Professional dues 105
Travel & Meetings 7,081
Offices expenses:
Rent 447
Supplies 863
Telephone 1,650
Shipping 2,347
Inurance 1,418
Payroll taxes 12,471
Outside services 15,365
Banking 50
$ ..........................$205,053
Program expenses:
Golf instructors 800
Clinic supplies 42,620
Golf clubs 16,563
Golf balls 12,000
Special Equiptment
for Disabled golfers 3,540
Food and Beverage 10,000
Awards 6,200
Fund raising events cost 6,539
Advertising and Printing 3,600
Total Expenses
Total Revenue Minus Expense
$ .......................................182, 608
$ ....................................... 22,445
5
v
APPLICATION FOR TOWN OF V AIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wad. July 31, 2002 by S:OGP.M.. You
must provide 12 copies of the application. Any application received after that date or any
application packet with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech. 75 South Frontage Road West Vail, Colorado 81657
For questions on the fmancial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1.Name of organization: Fred and Judy Alexander Foundation
2.Contact person: Lynn Ossolinski, Grant writer for the Fred and Judy Alexander Foundation
3.Mailing address: 6653 Camino De Luna, Rancho Murieta, CA, 95683
4.Telephone: 916-354-8474
S.Members and Titles of your governing board: Judy Alexander, President and Founder; Shelly
Godeken-Wright, Executive Director; Board Members: Dan Kabat, Darbi Alexander, Ken
Alexander, Chris Bailey
6.Amount of. contribution requested: $9,000
7.Organization fiscal year-end: December 31, 2002.
8.Are your books audited? yes, by a CPA Dan Kabat
9.How will the contribution be used? to fund the Vail Free Children's Golf Clinic
0. How does your request support item 1C of the contribution policy? to provide recreational activitiev
11.Who currently funds your organization (other governments, private donations, user fees, etc.)?
foundation, private donations
12.Organization's mission statement: To provide free introductory golf clinics to children and the
Disabled, in memory of Fred Alexander.
(If more room is needed to answer questions, please use the back of this page.)
3
The Fred and Judy Alexander Foundation -Free Children's Golf Clinics -Kid's Golfing C... Page 1 of 1
Q~ ~o
S
2002 and Previous Events
VAIL, COLORADO 2001 Event
Our junior golf clinic held at Vail Golf Club in Vail, Colorado was on
Tuesday, June 26th, 2001.
The event took place in the morning, with registration from 7:45-8:45am
2002 and and the Clinic starting at 9:00 and going through 12:45pm
Previous Events
• REGISTRATION TOOK PLACE AT THE FORD TENNIS COMPLEX.
ASPEN CLINIC & We had buses that took the kids to the golf course (orily about 1/3 mile
NEW away) for the exhibition, clinic, lessons, raffles, short-game and other fun
EQUIPMENT stuff!. Then they were bused back over to the tennis complex for lunch
Check Out The and our grand prize raffle!
2002 Schedule!! • The Colorado Section PGA Professionals and The Fred and Judy
Alexander Foundation are excited to have made this a wonderful event
Clubs for Kids for 2001. The kids were GREAT and had a terrific day of golf!
Contact -The 'InCOMPAREable', Kevin Compare was our 'Special Guest' and he
Information did a great trick shot show for all to see. Everyone enjoyed Kevin and
Foundation helped to make a morning of golf part of their summer plans!
Offices
• THANKS TO ALL!! Sponsors, Volunteers; Professionals, Staff at
Fund-Raisin4 Vail Golf Club, You were GREAT!
Get Your
Application Here
Junior Corner
Music Faire
Support,
Sponsors.
Volunteers ~ Pros
The USGA
Winner of Nevada
State SGMA
Heroes Award
2001 Survey
http://www.alexanderfoundation.com/more.cfm?CT=17&GP=57
•- 7/29/02
l
APPLICATION FOR TOWN OF V AIL FUNDING
Balance Sheet
Instructions: Round all .figures to the nearest dollar. Please present in as much detail as
possible.
Most Recent Completed
Fiscal Year Date: January 31, 2002
Fred and Judy Alexander Foundation: Statement of Financial Position
Assets:
$Current assests:
Cash in the bank.......: .18,179
Accounts receivable..... ..1,792
Inventory Music CD's.... ....310
Prepaid expenses........ .10,827
Property & equipment:
Land ....... ............ .80,000
Building & improv....... 384,485
Furniture : .... ........ 132,616
Office equipment... .. . .14,372
(Accumulated depreciation
.............. $100,929)
Total Assets
$ ...........................................................................541, 652
Liabilities:
$Accounts payable ....................................................4,486
Total Liabilities:
$ ...........................................................................4,486
Net Worth (Total Assets Minus Total Liabilities)
$ ..........................................................................537,166.
r.r
APPLICATION FOR TOWN OF V AIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Fred and Judy Alexander Foundation .
Revenues: $Fund Raising............ 6,297
(List by funding source) Interest .......................181
Investments ................. 243
Cash contn'butions....23,832
Grants:
USGA .................40,000
NCPGA ................2,000
SNCPGA ................700
InKind ...................31, 800
Total Revenue
Expenses:
Administrative:
Salaries and Wages: 32,087
Employee benei'tts 4,506
Professional dues 105
Travel & Meetings 7,081
Offices expenses:
Rent 447
Supplies 863
Telephone 1,650
Shipping 2,347
Inurance 1,418
Payroll taxes 12,471
Outside services 15,365
Banking 50
$ ..........................$205,053
Program expenses:
Golf instructors 800
Clinic supplies 42,620
Golf clubs 16,563
Golf balls 12,000
Special Equiptment
for Disabled golfers 3,540
Food and Beverage 10,000
Awards 6,200
Fund raising events cost 6,539
Advertising and Printing 3,600
Total Expenses
,Total Revenue Minus Expense
$.
.........182,608
22,445
5
' ~ ~~
_~
~.
i ~ vAII,VAII~Y
FOUNDATION
Providing leadership
in arhleac, edruadrmal
and cu[ntral endeavors
to enhance and sustain
the yttnliry of life in du
Vail ~a11ev
Board of Directors
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i!•::Ir Tlne
:clic ?•ui•rr
~ren'arr lurle\•
J.imes I~~e:~r
t;etdia F.,i.
I'r_s,Jrnt
1l' ~ ~rld Cirantpiun\hips
1\?Uy tl'i~rkl:\Ipine
lni Ch.unpunsships
liil;e i ;I:.Imnionsnips
?ki C:iwmnrrnuhibs
~EI'lG inld Funtm
-Im~Tli.in ;~. CGsssic
~i«~en .,t the l~•ar,-ltvards
=ducarnm Initiadt~es
CIS Alpine lCi,rid i;up
~r.'endi n(4itil
h•rakl ~. Fend Amphitheater
film Pat•ilion
erri• i~ Betty Ford r~iasans
iul(Cla<sic
CI !.lurmt<iin Bike
virrld ~ up
'ail Ridley Foundation
chuiarship •Program
'cdl ht~-mationn!
?aneeresuird
~ilar i~ent~n Fnr The Arts
O. Box 309
ail, Colorado 81658
70.949-1999
sx 970.949.9265
ruw.uvj.org
Cobrado 501 (c) (3)
onprofit Corporation
9
July 26, 2002
Vail Town Council
Town of Vail -
75 South~Frontage Road
Vail, CO 81658
Dear Vail Town Council
Thank you for the opportunity to present the Vail Valley
Foundation's 2003 grant request to the Town of Vail. We are.
extremely pleased to have a. community partnership with the Town of
Vail. The Town of Vail's philosophical and financial support of the
Vail Valley Foundation provides us the opportunity to host great
events and community programs that benefit all citizens of this
wonderful valley.
Due to the restructuring of the Commission on Special Events, we
have included, per the Town of Vail's staff recommendation, a
request for both athletic and cultural funding from the Town of Vail:
We know this may change, however new CSE policies have not been
set to date.
As in the past, with the Town of Vail's full support, we would include
in your benefits, package, two Eagle Medallions.
Thank you again, and please call m~ at 949-1999, if I can answer any
questions.
Sincerely,
Cecilia Folz _
President
Cc: Bob~McLaurin, Town Manager
Pam Brandmeyer, Assistant Town Manager `
r`
1•
2003 MAGIC BUS
The Magic Bus begins its third year of operation and as a part of the Vail Valley Foundation's
education initiatives Elevate Education, the Magic Bus program will be expanded to serve east valley
locations. A cooperative venture with the Youth Foundation, the book mobile has proven to be an
integral part of our local communities such as Edwards's trailer park, Gypsum affordable housing and
Dotsero. The daily service provides books and homework support to families and children
Town of Vail Benefits
• Identification on Magic Bus
• Community good-will
• Outreach service of public library to underserved populations
• Continued effort to retain and serve families in affordable housing locations
Program Objectives
• Increase literacy skills for underserved.population and early intervention
•, Provide Families with books, literature and community information
• Access to literacy in low-income, high density neighborhoods
• Five days per week 10 a.m. -noon and 4-Spm
Criteria for Success
• Increase number of children per week using Magic Bus by 20%
• Return rate on books
• Increase number of parents using homework assistance with child
• 10,000 books annually
Grant Request Magic Bus
The Magic Bus has been generously funded in part by a donation from the Borgen Family Foundation.
As the Vail Valley Foundation is broadly expanding our educational programs, we are seeking
additional funding in this area. We request a cash donation in the amount $2,500 toward the cost of
equipment and teaching services. A similar request will be made to the Town of Avon.
r~,'~
r
APPLICATION FOR TOWN OF VAIL FUNDING
~; ~,
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization:CASA of the Continental Divide
2. Contact person: Susan Love, MSW, LCSW
3. Mailing address: P. O. Box 5358
Vail, CO 81658
4. Telephone: 970-949-8090
Members and Titles of your governing board: (Additional Information will be provided upon
5
.
request. Due to limited space, only names, titles, and town of residence are listed:
Dr. Tina Fleishman, Psychologist Co-Chair Vail, CO
CO
Edwards
Kelly Young, CPA, Controller, Golden Bear Co-Chair ,
CO
Avon
Rick Smith, VP of Human Resources, Vail Resorts Vice Chair ,
CO
Vail
Deborah Webster, Business woman Secretary-Treasurer
~ ,
CO
Edwards
Kelly Graham, The Heuga Foundation
Dr. Ken Wiggins, Retired Pediatritian & Psychiatrist ,
Keystone, CO
Katie Garritson, Advocates of Lake County Leadville, CO
CO
Keystone
Dr. June Dobbs, Retired Pediatritian ,
CO
Dillon
Sue Gruber, Dir. Summit County Human Services ,
Breckenridge
Anne Hodges-Parmley, Attorney at Law CO
Leadville
Dr. Bette Bullock, Superintendent of Schools ,
6. Amount of contribution requested: $3,000
7. Organization fiscal year-end: June 30
8. Are your books audited? FYE 2002 we will have aReview -none previously
9. How will the contribution be used?
We are requesting funds to be utilized for general program support. General operating costs include
volunteer training and supervision needs, networking with county resources, community education
programs to increase awareness, communications, printing needs, marketing costs, and special projects
as they arise.
There's no group in our society as helpless to help themselves as abused and neglected children.
The acronym CASA stands for Court Appointed Special Advocates. The first CASA program was started
in 1977 in the Seattle area by King County Superior Court Presiding Judge David W. Soukup.
Concerned over making decisions about abused and neglected children's lives without sufficient
information, Judge Soukup conceived the idea of using trained community volunteers to speak for the
best interests of these children in court. The volunteers conducted thorough investigations into each
child's individual situation, made recommendations that reflected the best interests of the child, and
monitored the case plan to ensure the court's order was carried out in a timely manner. The Seattle
program was so successful that soon judges across the country began utilizing citizen advocates. Today
more than 900 CASA programs are in operation across the United States, with approximately 52,000
women and men serving as CASA volunteers who have served more than 1,000,000 children. The state
of Colorado currently has twelve active programs.
CASA volunteers are carefully screened through an extensive application and interview process. They
must successfully complete a minimum of 30 hours of pre-service training, five separate court
observations, and a criminal background screening before being considered for assignment to a case.
1
`Y,~
t~
,, _ Each case referred by the court is assigned a CASA volunteer who makes a commitment to advocate for
the child/ren for the duration of the case, usually twelve to eighteen months. The CASA conducts an
ongoing investigation, which includes working with the parents and all providers of services to the family.
The cases we are involved in are the result of abuse and neglect. The inability to parent as well as
alcohol and substance abuse are prevalent in our cases. If possible to reunite the child with the parent it
is imperative that the parents learn appropriate parenting as well as resolve issued of chemical
dependency. Part of our advocacy includes encouraging parents to become "good- enough" parents so
the children may be reunited with them.
CASA of the Continental Divide, which serves children in Eagle, Lake, Summit, and Clear Creek Counties,
provides a service that is unique- to speak for the child in the courtroom, focusing exclusively on the
child's best interests. Although the program works cooperatively with The Department of Human Services
and Guardian Ad Litem attorneys, there exists no other agency, which provides independent advocacy to
children in cases of dependency and neglect.
During the past year we have experienced significant growth in our appointments as the result of the
relationships and confidence in our program. Because of our CASAs, many children have been helped
and are now in permanent placements. The Judges tell us that the CASA volunteers are making a
difference by providing them with additional information and perspectives that are not available without
them.
10. How does your request support item 1 C of the contribution policy?
The health of a community is impacted by the lives of its citizens. When people in the community are
having difficulties the community will suffer. The future consequences of failing to address the needs of
children who are abused and/or neglected far exceed the cost to the community by expanded need for
mental health and substance abuse treatment programs, police and court interventions, correctional
facilities, public assistance, and losses in productivity.
Child abuse and neglect have known detrimental effects on the physical, psychological, cognitive, and
behavioral development of children (National Research Council, 1993). Beyond the trauma inflicted on
individual children, child maltreatment has also been linked with long-term, negative societal
consequences. For example, studies associate child maltreatment with increased risk of low academic
achievement, drug use, teen pregnancy, juvenile delinquency, and adult criminality (Widom, 1992; Kelly,
Thornbeny, and Smith, 1997).
11. Who currently funds your organization (other governments, private donations, user fees,
etc. )?
As the children we represent have no way of paying for their services it is imperative that the communities
which we serve support this program. Our funding comes from fund raising activities, support from our
board of directors, individual and corporate sponsors as well as grants .from those who are interested in
protecting children.
We have received funding and/or in kind services in the past two years from: United Way, The Summit
Foundation, the Towns of Breckenridge, Silverthorne, Frisco, and Dillon, Victim's Assistance and Law
Enforcement (VALE grant), Eagle Valley Community Fund, EI Pomar Foundation, Ronald McDonald
(through Colorado CASA), Anschutz Family Foundation, and Rotary clubs in Summit County and Eagle
County. Vail Resorts, Sonnenalp Foundation, Slifer, Smith and Frampton Real Estate, Slifer Designs,
First Bank, Alpine Bank, R. A. Nelson Co., Resort Concepts, Summit Habitat, Diamond Star Ranch, The
Rotary Club, Eagle County Public Schools, Red Mouritain Alternative School, Wal-Mart Foundation,
Northstar Lumber, Land Title Guarantee, and many, many other energetic individuals who donate their
services, time, materials, and/or financial donations in support of the Casas for CASA fundraisers.
12. Organization's mission statement:
CASA of the Continental Divide advocates for the best interests of children by interfacing with the court,
agencies, families, and others, to ultimately ensure a safe, healthy, permanent home for every child.
2
I
J ~
1,
Current Assets
Regular Checking Account
Savings Account
Cash-Reserve Fund
Certificate of Deposit
Total Cunent Assets
Property and Equipment
Furniture and Fixtures
Office Equipment
Accum. Depreciation
Total Property and Equipment
Other Assets
Total Other Assets
Total Assets
Current Liabilities
Fica Taxes Payable
Fica-Med Taxes Payable
Federal Payroll Taxes Payable
State Payroll Taxes Payable
Cafeteria Plan Withholding
Total Current Liabilities
Long-Tenor Liabilities
Total Long-Term Liabilities
Total Liabilities
Capital
Retained Earnings
Net Income
Total Capital
Total Liabilities & Capital
CASA of the Continental Divide
Balance Sheet
June 30, 2002
ASSETS
$ 2,737.74
40,524.66
16,389.22
20,000.00
79,651.62
880.35
10,179.95
<4,211.84>
6,848.46
0.00
$ 86,500:08
LIABILITIES~AND CAPITAL
$ 576.50
134.82
463.68
600.00
150.00
1,925.00
0.00
1,925.00
89,787.46
<5,212.38>
84,575.08
$ 86,500.08
Unaudited -For Management Purposes Only
1
CASA of the Continental Divide
1 ~ Budget
July 1, 2002 -June 30, 2003
INCOME
Foundations
Government & Municipalities
Community Resources & Corporations
Fund Raising
Interest Income
Total Income
EXPENSES
Salaries
Health Insurance
Workmen's Compensation Insurance
Payroll Taxes
Bank and credit card fees
Accounting
Insurance
Office Supplies
Telephone
Computer Services Expense
Postage
Membership Dues
Office Space
Equipment Rental
Advertising
Public Relations/Marketing
Printing/Copying
Stay at Home Party Expense
Volunteer Training Expenses
Reference Materials
Travel Allowance
Staff Mileage Expense
Volunteer Mileage Expense
Office Furniture
Board Meeting Expense
Board and Staff Training
Meals & Entertainment
National CASA Conference -Staff
National CASA Conference -Volunteers
Total Expenses
$53,500
9,500
36,000
18,000
2.000
$119,000
$70,350
6,000
500
5,390
100
3,000
4,000
1,800
3,200
500
700
350
5,810
650
250
500
_ 1,000
2,600
1,000
200
500
3,000
1,000
1,000
1,100
300
500
1,500
2.200
$119,000
APPLICATION FOR TOWN OF VAIL FiJNDING
1 Name of organization: Crime Stoppers of Eagle County
2. Contact person: Kim Andree or Michelle Hall
3, Mailing address: PO Box 1616 Eagle CO 81631
4. Tele hp one: 970-328-7007 or 1-800-962-TIPS or Michelle Hall at 479-9471
5, Members and Titles of your governing board•
Kim Andree-Law Enforcement Coordinator Ronda Woodall-Director
Michelle Hall-Chairman Kathy Warren-Duector
George McCollum-Vice Chairman Hugh Schmidt-Director
Jane McNeill-Secretary Burt Levin-Director
Rachel Overlease-Treasurer Diana Mathias-Director
6~ Amount of contrib~ion requested• Blue parking pass (notification by September 20 if
possible).
7. Organization fiscal year-end: December 31
8. Are your books audited? No
9 How will the contribution be used A silent auction item at the September 20 Autumn
Gold Golf Classic.
10. How does vour requec ~Rport item 1C of the con~ri ution policy Crime Stoppers
serves every person in Eagle County which includes the To~.vn of Vail. Crime Stoppers ?lows a
safe and effective method for people to have a direct impact on the safety of their community via
tips given on the phone and Internet which can lead to the arrest of persons committing criminal
activities. It is a vital component to assure a desirable and safe community whether it involves
home, work, vacation destination or driving through the area.
11 Who currently fund~.your organizations One single, yearly fundraiser known as the
Autumn Gold Golf Classic and the $1,500.00 sponsors for the tournament (1st Bank and
Prudential Gore Range Properties).
12 Organizations mission statement To decrease crime in Eagle County by involving the
community, media, fire and law enforcement agencies through the use of anonymous telephone
and Internet "tip" lines, and support of those who wish to participate in law related programs.
-~
Current Fiscal Year Budget
Please refer to attached CRIMESTOPPER FISCAL YEAR END REPORT
Balance Sheet
Assets: $13,077.80 as of 12-31-01
Total Assets: $13,077.80
Liabilities: -0-
Total Liabilities: -0-
Net Worth: $13,077.80
2002 Requests and Approvals
Ski Pass from Vail Resorts
YEAREND 01 REPT
CRIMESTOPPER FISCAL YEAR END REPORT
January Through December 31, 2001
TOURNAMENT NET INCOME: $5,065.49
DONATIONS: $0.00
INVESTMENT INCOME: X238.71
INCOME:
EXPENSES:
Donations
Rewards
School Replenishments
Scholarships
Subtotal -Goodwill:
Telephones:
Qwest
AT&T:
CenturyTel:
Meeting Food
Postage:
Crime Stoppers Inc Dues
State of Colorado Dues:
Subtotal -Operating Expenses:
Calendars
Posters
Advertising (Flyers, Plaques, Cards, Ads)
Christmas Parry
Misc.
Subtotal -Discretionary:
TOTAL EXPENSES:
NET INCOME:
$ -
$ 550.00
$ -
$ 3,500.00
$ 149.05
$ 223.18
$539.28
$618.72
$ -.
$ 150.00
$ -
$5,304.20
$ 4,050.00
$ 1,680.23
$ -
$ 152.00
$ -
$ 154.11
$1,734.76
$ 2,040.87
$ 7,771.10
($2,466.90)
Page 1
' ~ Eagle .River Youth Coalition
P.O. Box 672
T Minturn, CO 81645
llC'
(970)827-5411 fax (970)827-5412
eryc@vail.net http;//www.eagleyouth.org
7/11/02
Dear Town of Vail Council Members,
Attached is the Eagle River Youth Coalition's request for funding for the upcoming budget
year. The mission of the Eagle River Youth Coalition is to assess and meet the changing needs
of Eagle River youth through the youth serving organizations.
The Eagle River Youth Coalition represents over 50 youth serving organizations, individuals
and agencies serving youth in Eagle County. We are especially proud of our diverse, talented,
and active Board of Directors. Many partner organizations and board members are Vail-based.
The Eagle River Youth Coalition is eager to continue building partnerships, coordination, and
collaboration between Vail youth serving organizations and others to assure that Vail youth are
well served.
By working with the Eagle River Youth Coalition the Town of Vail will not only be assured that
Vail youth and Vail youth serving organizations needs are being met, but also reaffirm and
strengthen perceptions that identify Vail as a community that cares by affiliating itself with the
growing Healthy Youth * Healthy Communities movement, promoted by the Eagle River Youth
Coalition, that already includes over 700 communities nation wide.
Thank you for your consideration. In addition, the Eagle River Youth Coalition is at your
service if you are interested in a presentation of the results of the 2001 Eagle County CARES
youth attitude and behavior survey, a presentation on the strategic plans being developed to
address the challenges facing local youth, and/or a presentation on the Eagle River Youth
Coalition.
Sincerely,
~~ ~
R~il~~
Beth Reilly
Youth Services Coordinator
Eagle River Youth Coalition
Executive IJirector: Beth M Reilly MPH Phone: (970) 827-5411
APPLICATION FOR TOWN OF VAIL FUNDING
Y 1. Name of organization: Eagle River Youth Coalition
2. Contact person: Beth M Reilly MPH
3. ~ Mailing address: PO Box 672 Minturn, CO 81645
4. Telephone: (970) 827-5411
5. Members and Titles of your governing board:
Officers: Tom Moorhead President
Diane Johnson Secretary
Steve Thompson Treasurer
Name: Organization) Affiliation
Tom Moorhead
Chair Eagle County Attorney
Diane Johnson
'secrete Vail Recreation District
Steve Thompson
*Treasurer Independent Financial Planner/
Town of Vail consultant
Deb Deverell Vail Mountain School
Sarah Ladd Vail Valle Medical Center
Joe Russell Vail Police Department
Jan Abbott BMHS PTA
Ron Blake Co West Mental Health
Caroline Bradford Eagle River Watershed
Susie Davis Youth Foundation
Kathleen Forinash Eagle County Health and Human
Services
AJ Johnson Sheriffs office
Jeff Layman Avon Police De t
Diane Mauriello Eagle Coun s Attomey Office
Jerry McMahan McMahan and Associates
Am Menconi SOS Director, EC Commissioner
Shelley Molz Valley Partnershi
Paula Palmateer Red Ribbon Pro'ect
Gary Rito ECSD Director of Curriculum
Joe Schmitt Meet the Wilderness
Claus Tjaden Independent Researcher/
Evaluator
Glenda Wentworth CSU Coo erative Extension
Jane West Colorado West Mental Health
Tom Ziemann Catholic Charities
6. Amount of contribution requested: $3200.00
This amount reflects a contribution of $3 per youth in Vail. Eagle County matches
Veil's contribution effectively leveraging TOV funds.
7. Organization fiscal year-end: December 31, 2002
8. Are your books audited? Yes, beginning 2003
9. How will the contribution be used?
The contribution will be used in order to:
i. Assess the needs of Vail youth.
ii. Strategize to effectively and collaboratively meet those identified needs
iii. Enhance, adapt and/ or implement programming to meet Vail youth needs
through existing youth serving organizations
iv. Build support for Assets philosophy, a positive approach to youth development.
Red Sandstone Elementary school is currently using the Assets philosophy.
This Vail elementary school is lead pilot school in the program.
10. How does your request support item 1C of the contribution policy?
The assessments, planning, enhancement of youth programming will assure an
abundance of recreational, educational, and cultural opportunities that not only
reflect the needs and interests of youth, but also demonstrate to visitors that Vail is-
acommunity that values youth. Because Vail young people know that they are
valued and their needs are being met, they will commit to remain in the community
and become valuable, healthy, contributing citizens. The youth in Vail will be less
likely to engage in problem behaviors and more likely to participate in positive
behaviors.
In addition, the Assets philosophy, promoted by the Eagle River Youth Coalition, is
also a growing movement with 700 other communities nationwide participating
and includes cities where many of our tourist populations come from such as New
York City and Minneapolis. When visitors see Vail as part of the "Healthy Youth
Healthy Communities" movement that they are a part of in their hometown, they
feel abonding/ affiliation that makes them eager to return to Vail again and again
with their families.
Furthermore, the Eagle River Youth Coalition's goals of building Assets and "social
capital" is a perfect compliment to existing Town of Vail activities. Foe example,
the Vail Neighborhood Picnics are wonderful examples of the commitment the
Town of Vail has in building caring community relationships.
11. Who currently funds your organization?
Our primary funding comes from the Eagle County Government. We also have
received funding through private contributions from Board members. Vail Valley
Cares, Vail Resorts, the Vail Valley Medical Center, the United Way, and KM gas
company have also made contributions.
17.. Organization's mission statement:
The mission of the Eagle River Youth Coalition is to assess and meet the changing
needs of Eagle River youth through the youth serving organizations.
1
Eagle River Youth Coalition, Inc.
Profit & Loss
January 1 through July 10, 2002
Jan 1 -Jul 10, 02
Ordinary IncomelExpense
Income
Board Member Donations 2,200.00
Eagle County Matching Grant 32,000.00
Grant Income 235.00
Interest Income 11.92
Total Income 34,446.92
Expense
Accounting 8 Legal Fees 1,319.30
Administrative Supplies 325.22
Communications 64.20
Educational Fees 145.86
Employee Benefits -Health Ins. 2,171.00
Licenses 8~ Fees 120.00
Office Rent 1,800.00
Party Expense -10.00
Payroll Expense -Taxes 8 WC 1,891.89
Postage 112.53
Printing Expense 79.74
Program Expenses 929.25
Repair 8 Maintenance 95.00
Salaries and Wages 21,279.76
Telephone 668.32
Travel and Auto Reimbursement 753.09
Web Site Maintenance 95.00
Total Expense 31,840.16
Net Ordinary Income 2,x•76
Net Income 2,606.76
Page 1 of 1
1
Budget
Ordinary Income/Expense
Income
1000 Grants /Foundations $50,000.00
1100 Individual Donations $3,500.00
1200 Corp / Buisness $4,000.00
1300 Special Events $5,000.00
1400 Membership dues $1,500.00
15001ntrest $20.00
1700 In-Kind $0.00
Total Income $64,020.00
Expense
2000 •Salaries $37,500.00
2100 • W.C. and Payroll Tax $3,750.00
2200 • Benefits $4,332.00
2300 • Rent $3,600.00
2400 • Marketing $800.00
2500 • Printing and Reproduction $500.00
2600 • Postage $300.00
2700 • Telephone $1,200.00
2800 • Professional Fees $2,900.00
2900 • Education and Training $1,000.00
3000 • Food $250.00
3100 • Dues and Subscriptions $250.00
3200 • Supplies $500.00 .
3300 • Equipment $1,200.00
3400 • Transportation $2,000.00
3500 • Insurance $0.00
4000 • Miscellaneous $0.00
5000 In-Kind
Total Expense $60,082.00
Net Ordinary Income $3,938.00
l ~. x ~~..~,~p-t-
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1~~e.R.P
. '~NTETC~i:;`I, REVENiJE SERVICE
_~- 'P. O.~ BOX 2508•
CINCINNATI, OH 45201
Date : MAY 1 3 002
EAGLE RIVER YOUTH COALITION INC
C/O TOM MOREHEAD
PO BOX 850 500 S BROADWAY
EAGLE, CO 81631
Dear Applicant:
DEPARTMENT OF THE TREASURY
Employer Identification Number:
84-1593859
DLN:
17053283016031
Contact Person:
VERONICA PERRY ID# 52119
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31
Foundation Status Classification:
509(x)(1)
.?~dvancp Ruling Period Begins
duly 2, 2001
Advance Ruling Period Ends: .
December 31, 2005
Addendum Applies:
Yes
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501 (a) of the Internal Revenue
Code as an organization described in section 501(c)(3).
Because you are a newly created c+rgan?,zation, we are not now making a
final determination of your foundation status under section 509(x) of the Code.
However, we have determined that you can reasonably expect~to be a publicly
supported organization described in sections 509(x)(1) and 170(b)(1)(A)(vi).
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether yOu have met the require-
ments of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classi-
f}- yea as a section 509(x)(1) or 509(,x}(?} organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507 (d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
Letter 1045 (DO/CG)
-L-
EAGLE RIVER YOUTH COALITION INC
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice. In addition, if you lose your status as a publicly supported organi-
zation, and a grantor or contributor was responsible for, or was aware of ,. the
act or failure to act, that resulted in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from classification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
If you change your sources of support, your purposes, character, or method
of operation, please let us know so we can consider the effect of the change on
your exempt status and foundation status. If you amend your organizational
document or bylaws, please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA).
Organizations that are not private foundations are not subject to the pri-
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes. If
you have any questions about excise, employment, or other federal taxes, please
let us know.
Donors may deduct contributions to you as provided in section 170 of the
Internal Revenue Code. Bequests, legacies, devises, transfers, or gifts to you
or for your use are deductible for Federal estate and gift tax purposes if they
meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the.ex~-~at the}~'
contributions are gifts, with no consideration received. Ticket purchases and
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, depending on the circumstances. Revenue
Ruling 67-24.6, published in Cumulative Bulletin 1967-2, on page 104, gives
guidelines regarding whet, taxpayers may deduct payments for admission to, or
other participation in, fundraising activities for charity.
Contributions to you are deductible by donors beginning July 2, 2001.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross receipts each year are normally $25,000 or less. If
you receive a Form 990 package in the mail, simply attach the label provided,
check the box in the heading to indicate that your annual gross receipts are
normally $25,000 or less, and sign the return. Because you will be treated as
Letter 1045 (DO/CG)
=3=
EAGLE RIVER YOUTH COALITION INC
a public charity for return filing purposes during your entire advance ruling
period, you should file Form 990 for each year in your advance ruling period
that you exceed the $25,000 filing threshold even if your sources of support
do not satisfy the public support test specified in the heading of this letter.
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
the delay. Howe~•er, the maximum penalty charged cannot exceed $10, 0~~~'` or
5 percent of your gross receipts for the year, whichever is less. Fc~~
organizations with gross receipts exceeding $1,000,000 in any year, the penalty
is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. This penalty may-also be charged if a
return is not complete. So, please be sure your return is complete before you
file it.
You are not required to file federal income tax returns u.*~less ycu are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must file an income tax return on Form
990-T, Exempt Organization Business Income Tax Return. In this letter we are
not determining whether any of your present or proposed activities are unre-
lated trade or business as defined in section 513 of the Code.
You are required to make your annual information return, Form 990 or
Form 990-EZ, available for public inspection for three years after the later
of the due date of the return or the date the return is filed. You are also
required to make available for public inspection your exemption application,
any supporting documents, and your exemption letter. Copies of these
documents are also required to be provided to any individual upon written or in
person request without charge other than reasonable fees for copying and
postage. You may fulfill this requirement by placing these documents on the
Internet. Penalties may be imposed for failure to comply with these
requirements. Additional information is available in Publication 557,
Tax-Exempt Status for Your Organization, or you may call our toll free
number shown above.
You need an employer identification number even if you have no employees.
If an employer identification number was not entered on your application, we
will assign a number to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the Internal Revenue
Service.
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in your permanent records.
Letter 1045 (DO/CG)
-4-
' EAGLE RIVER YOUTH COALITION INC
If you have any questions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,
i
Steven T. Miller
Director, Exempt Organizations
Enclosure(s):
Addendum
Form 872-C
Letter 1045 (DO/CG)
-5-
EAGLE RIVER YOUTH COALITION INC
This determination is based on the understanding that upon receipt of the
amendment to your articles of incorporation reflecting acknowledgement of
filing by the appropriate State official, you will submit a copy of the
amendment to the address listed below. Failure to comply may result in
adverse action.
Internal Revenue Service
Customer Service Unit
550 Main Street, Room 4010
Cincinnati OH 45202
Letter 1045 (DO/CG)
. $72-~ Consent Fixing Period of Limitation Upon oMerto.,sas.oose
~~~ Assessment of Tax Under Section 4.940 of the
,.
(Rev. April 1996) Internal Revenue Code Fwm;D2J s bmit
DepvlmeM of the Treasury
~ntemal Revenue senrke (See instructions an reverse side.) in duplteate.
Under section 6501(c)(4) of the Internal Revenue Code, and as part of a request filed with Form 1023~that the
organization name below be treated as a publicly supported organization under section 170(b)(1)(A)(vi) or section
509(a)(2) during an advance ruling period.
Eagle River Youth Coalition, Inc.
..........................................
..................................................... istrict Director of
(txa~rte9a~nameo~opan;Zar;~nassbown;no,~an;Z;ngda«,menn Internal Revenue, or
and the Assistant
P.O. Box 850; 500 S. Broadway; Eagle, CO 81631 Commissioner
...............................................................................................
mployee Plans and
(Number, street, dtyortown, stare, andZ/Pcode) Exempt Organizations
Consent and agree that the period for assessing tax (imposed under section 4940 of the Code) for any of the 5
tax years in the advance r•.t!ing~ period will extend 8 years, 4 months, and 15 days beyond the end of the first tax
year.
However, if a notice of deficiency in tax for any of these years is sent to the organization before the period
expires, the time for making an assessment will be further extended by the number of days the assessment is
prohibited, plus 60 days.
December 31, 2001
Ending date of first tax year ...................................................
(Month, day and year)
Name of organization (as shown in organizing document) Dat
Eagle River Youth Coalition, Inc.
Officer or Trustee having authority to sign
/
Signature
~
~
~
~
~ /
Titl
-
1~
_
~ ~~~~~
~ ~,~,z
'"rC e
~
y /
~Gtc[2 i7~-Z~c
For IRS use only
District Director or Assistant Commissioner (Employee Plans and Exempt Organizations) ~ Date
S~- ~
By - ~ M 1 V ~ `r ~ 4'Y
For Paperwork Reduction Act Notice, seep a of the F rm 102 Instructions.
Cat. No. 16905Q
Eagle River Youth Coalition
P.O. Box 672
L ~y~~.. Minturn, CO 81645
// (970)827-5411 fax (970)827-5412
eryc@vail.net http://www.eagleyouth.org
7/11/02
Dear Town of Vail Council Members,
Attached is the Eagle River Youth Coalition's request for funding for the upcoming budget
year. The mission of the Eagle River Youth Coalition is to assess and meet the changing needs
of Eagle River youth through the youth serving organizations.
The Eagle River Youth Coalition represents over 50 youth serving organizations, individuals
and agencies serving youth in Eagle County. We are especially proud of our diverse, talented,
and active Board of Directors. Many partner organizations and board members are Vail-based.
The Eagle River Youth Coalition is eager to continue building partnerships, coordination, and
collaboration between Vail youth serving organizations and others to assure that Vail youth are
well served.
By working with the Eagle River Youth Coalition the Town of Vail will not only be assured that
Vail youth and Vail youth serving organizations needs are being met, but also reaffirm and
strengthen perceptions that identify Vail as a community that cares by affiliating itself with the
growing Healthy Youth * Healthy Communities movement, promoted by the Eagle River Youth
Coalition, that already includes over 700 communities nation wide.
Thank you for your consideration. In addition, the Eagle River Youth Coalition is at your
service if you are interested in a presentation of the results of the 2001 Eagle County CARES
youth attitude and behavior survey, a presentation on the strategic plans being developed to
address the challenges facing local youth, and/or a presentation on the Eagle River Youth
Coalition.
Sincerely;
Beth Reill
Y
Youth Services Coordinator
Eagle River Youth Coalition
Executive Director: Beth M Reilly MPH Phone: (970) 827-5411
APPLICATION FOR TOWN OF VAIL FUNDING
Name of organization: Eagle River Youth Coalition
2. Contact person: Beth M Reilly MPH
3. Mailing address: PO Box 672 Minturn, CO 81645
4. Telephone: (970) 827-5411
5. Members and Titles of your governing board:
Officers: Tom Moorhead President
Diane Johnson Secretary
Steve Thompson Treasurer
Name: Organization) filiation
Tom Moorhead
Chair Eagle County Attomey
Diane Johnson
•secreta Vail Recreation District
Steve Thompson
*Treasurer Independent Financial Planner/
Town of Vail consultant
Deb Deverell Vail Mountain School
Sarah Ladd Vail Valley Medical Center
Joe Russell Vail Police Department
Jan Abbott BMHS PTA
Ron Blake Co West Mental Health
Caroline Bradford Eagle River Watershed
Susie Davis Youth Foundation
Kathleen Forinash Eagle County Health and Human
Services
AJ Johnson Sheriffs office
Jeff Layman Avon Police De t
Diane Mauriello Eagle Couni~s Attorney Office
Jeny McMahan McMahan and Associates
Am Menconi SOS Director, EC Commissioner
Shelley Molz Valley Partnership
Paula Palmateer Red Ribbon Pro~ect
Gary Rito ECSD Director of Curriculum
Joe Schmitt Meet the Wilderness
Claus Tjaden Independent Researcher!
Evaluator
Glenda Wentworth CSU Cooperative Extension
Jane West Colorado West Mental Health
Tom Ziemann Catholic Chanties
6. Amount of contribution requested: $3200.00
This amount reflects a contribution of $3 per youth in Vail. Eagle County matches
Vail's contribution effectively leveraging TOV funds.
7. Organization fiscal year-end: December 31, 2002
8. Are your books audited? Yes, beginning 2003
9. How will the contribution be used?
The contribution will be used in order to:
i. Assess the needs of Vail youth.
ii. Strategize to effectively and collaboratively meet those identified needs
iii. Enhance, adapt and/ or implement programming to meet Vail youth needs
through existing youth serving organizations
iv. Build support for Assets philosophy, a positive approach to youth development.
Red Sandstone Elementary school is currently using the Assets philosophy.
This Vail elementary school is lead pilot school in the program.
10. How does your request support item 1C of the contribution policy?
The assessments, planning, enhancement of youth programming will assure an
abundance of recreational, educational, and cultural opportunities that not only
reflect the needs and interests of youth, but also demonstrate to visitors that Vail is
a community that values youth. Because Vail young people know that they are
valued and their needs are being met, they will commit to remain in the community
and become valuable, healthy, contributing citizens. The youth in Vail will be less
likely to engage in problem behaviors and more likely to participate in positive
behaviors.
In addition, the Assets philosophy, promoted by the Eagle River Youth Coalition, is
also a growing movement with 700 other communities nationwide participating
and includes cities where many of our tourist populations come from such as New
York City and Minneapolis. When visitors see Vail as part of the "Healthy Youth
Healthy Communities" movement that they are a part of in their hometown, they
feel abonding/ affiliation that makes them eager to return to Vail again and again
with their families.
Furthermore, the Eagle River Youth Coalition's goals of building Assets and "social
capital" is a perfect compliment to existing Town of Vail activities. Foe example,
the Vail Neighborhood Picnics are wonderful examples of the commitment the
Town of Vail has in building caring community relationships.
11. Who currently funds your organization?
Our primary funding comes from the Eagle County Government. We also have
received funding through private contributions from Board members. Vail Valley
Cares, Vail Resorts, the Vail Valley Medical Center, the United Way, and KM gas
company have also made contributions.
11. Organization's mission statement:
The mission of the Eagle River Youth Coalition is to assess and meet the changing
needs of Eagle River youth through the youth serving organizations.
Budget
Ordinary Income/Expense
Income
1000 Grants /Foundations $50,000.00
1100 Individual Donations $3,500.00
1200 Corp / Buisness $4,000.00
1300 Special Events $5,000.00
1400 Membership dues $1,500.00
1500 Intrest $20.00
1700 In-Kind $0.00
Total Income $64,020.00
Expense
2000 •Salaries $37,500.00
2100 • W.C. and Payroll Tax $3,750.00
2200 • Benefits $4,332.00
2300 • Rent $3,600.00
2400 • Marketing $800.00
2500 • Printing and Reproduction $500.00
2600 • Postage $300.00
2700 • Telephone $1,200.00
2800 • Professional Fees $2,900.00
2900 • Education and Training $1,000.00
3000 • Food $250.00
3100 • Dues and Subscriptions $250.00
3200 • Supplies $500.00
3300 • Equipment $1,200.00
3400 • Transportation $2,000.00
3500 • Insurance $0.00
4000 • Miscellaneous $0.00
50001n-Kind
Total Expense $60,082.00
Net Ordinary Income $3,938.00
Eagle River Youth Coalition, Inc.
Profit & Loss
January 1 through July 10, 2002
Jan 1 -Jul 10, 02
Ordinary Income/Expense
Income
Board Member Donations 2,200.00
Eagle County Matching Grant 32,000.00
Grant Income 235.00
Interest Income 11.92
Total Income 34,446.92
Expense
Accounting & Legal Fees 1,319.30
Administrative Supplies 325.22
Communications 64.20
Educational Fees 145.86
Employee Benefits -Health Ins. 2,171.00
Licenses & Fees 120.00
Office Rent 1,800.00
Party Expense -10.00
Payroll Expense - Taxes ~ WC 1,891.89
Postage 112.53
Printing Expense 79.74
Program Expenses 929.25
Repair 8~ Maintenance 95.00
Salaries and Wages 21,279.76
Telephone 668.32
Travel and Auto Reimbursement 753.09
Web Site Maintenance 95.00
Total Expense 31,840.16
Net Ordinary Income 2,606.76
Net Income 2,606.76
Page 1 of 1
APPLICATION FOR TOWN OF VAIL FUNDING
1
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by 5:00 P.M.. You must
provide 12 copies of the application Any application received after that date or any application packet
with fewer than 11 copies will not be considered.
Please send application to:
a
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: The Buddies Program of Eagle County
2. Contact person: Rhonda Atencio, Program Duector ,,
3. Mailing address: PO Box 2558, Avon, CO 81620
4. Telephone:970-949-7097
5. Members and Titles of your governing boazd: Lynn Gottlieb, President
Larence Pierce-Durance, Treasurer, Peggy Nicholls, Secretary
Directors: Susan Frampton, Michael Goodbee, Valerie Kessler
Barbara Treat, Joanne Mattio-Snow, Barb Smith, Jeanne Bailey
6. Amount of contribution requested: $2,500
7. Organization fiscal year-end: July
8. Are your books audited? Yes
9. How will the contribution be used? Support the mentor match by offering opportunities
of various activities in Vail. For example, a mentor and his/her buddy could attend a show
at Ford Amphitheater (we serve over forty matches) and various other activities that cater
to youth in Vail.
10. How does your request support item 1C of the contribution policy? The Buddies Program
will protect our resort by spending the money in Vail. We are :grateful for the
environmentally-sensitive services and abundance of recreation, educational and cultural
opportunities that Vail offers local youth.
11. Who currenfly funds your organization (other governments, private donations, user fees,
etc.)? We are state as well as locally funded. Colorado Alcohol and Drug Abuse
Division financially supports the majority of our program. We also participate in local
3
`~
fundraisers.
12. Organization's mission statement: The Buddies Program is to foster the growth of young
people through a relationship with a caring, supportive adult who will be a friend and
positive role model. The program establishes and monitors consistent, trusting
relationships that lead to a sense of belonging and increased self-esteem. Making a
difference through mentoring...
(If more room is needed to answer questions, please use the back of this page.)
4
APPLICATION FOR TOWN OF VAIL FUNDING
Balance Sheet
*~'Please note these figures are for The Resource Center totals. Buddies Program if one of 3 programs of
The Resource Center. Program Budget is on following page.
Instructions: Round all figures to the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Yeaz (Date: 2001 )
Assets:
Checking/Saving
Alpine CD $10,317
Endowment Fund $1,585
First Bank Checking $26,704
Investment Account-First Bank $7,520
Special Projects-First Bank $10,059
WestStaz Checking 33 087
Total Checking/Savings $89,272
Fixed Assets
Accum. Depreciation -$12,~
Computers $5,~
Library $~
Office Equipment $16,648
Pagers $875
Total Fixed Assets $10,353
Total Assets $~.6~
Liabilities:
Liabilities
Accrued Payroll Expenses $6,340
Deferred Income $29,710
Payroll Liabilities ~~
Total Liabilities ~.8~
Equity $~,`~
Net Income 9 755
Total Equity $58,732
Total Liabilities & Equity $99,625
Net Worth (Total Assets Minus Total
Liabilities) $0
a
APPLICATION FOR TOWN OF VAIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detad as .possible.
***Total Agency (The Resource Center of Eagle County) Budget
Current Fiscal Yeaz Budget
Revenues:
(List by funding source)
Grants
Fundraising
Contributions
Interest
In-Kind Services
In-Kind Materials
$173,714
$19,659
$51,651
$845.24
$5,300
Total Revenue
$255,969
..
Expenses: Payroll
Program Expenses
Rent
Telephone/Pagers
Office Expenses
Insurance
Postage/Printing
Mileage/Travel
Fundraising Expenses
Professional Fees
In-Kind Expense
Total Expenses
Total Revenue Minus Expense
$155,131
$26,755
$13,200
$8,750
$3,200
$11,399
$2,700
$12,125
$7,900
$10,100
$255,906
$63
5
' ~ i APPLICATION FOR TOWN OF VAIL FUNDING
~" Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Revenues: $ 7 6, 5 0 0
(List by funding source) 3 , 0 0 0
8,000
-0-
2,000
Total Revenue $
8 9, 5 0 0
Expenses: $ 6 3, 0 0 0
7,500
4,000
1,100
600.00
4,300
800.00
1,000.00
500.00
40.97
2,092.34
3,500.00
Total Expenses $ 3 ,18 0.0 0
ti• ~
~~ 3 3~
,
Total
Total Revenue Minus Expense $
$-2,113.31
Grants
Fundraising
Contributions
Interest
In Kind Supplies
~ Services
r`
Payroll
Program Expenses
Rent
Telephone
Office Expenses
Insurance
Postage & Printing
Mileage ~ travel
Fundraising
Dues
Professional Fees
Board ~ Miscellaneot
6
APPLICATION FOR TOWN OF VAIL FUNDING
~~,~?
~~`" GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed.. July 31, 2002 by 5:00 P.M.. You must
provide 12 copies of the application. Any application received after that date or any application packet
with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: The Resource Center of Eagle County: Advocates Against Assault
2 Contact person: Megan Park, Program Director
3. Mailing address: P.O. Box 2558, Avon, Colorado 81620
4. Telephone: 970.949.7097
5. Members and Titles of your governing boazd:
Lynn Gottlieb, President; Lawrence Pierce-Durance, Teasurer; Peggy Nicholls, Secretary
Jeanne Bailey, Susan Frampton, Michael Goodbee, Valerie Kesler, Joanne M. Snow, Barb Smith,
Barbara Treat
6. Amount of contribution requested $7,000
7. Organization fiscal yeaz-end: December
8. Are your books audited? McMahan and Associates, LLC provides an annual audit
9. How will the contribution be used?
The Advocate Program will use these funds to support the 24-hour hotline we provide for
domestic violence and sexual assault victims, in addition to supporting the expenses involved with
serving these victims and their children. The recruitment and training of volunteers to staff the
hotline, as well as the retention of staff to operate the expanding program requires consistent and
stable funding. Additionally, the start up costs associated with the operations and programmatic
planning with the new safehouse project presents a great financial need. In our search for state,
federal and foundation funding local support is a necessity. The contn~ution from Town of Vail
will enable us to garner greater support for the safehouse project tl-LLaugh state and national
fenders.
10. How does your request support item 1C of the contribution policy?
Establishing and maintaining Vail as the premier mountain resort community, requires that basic
' victim/human services and educational opportunities are available for residents and guests of
Vail. Our hotline and program provides both residents and guests access to help and information
as well as high level counseling, advocacy and networking services.
11. Who currently funds your organization (other governments, private donations, user fees,
etc.)?
Domestic Abuse Assistance Program, Slifer, Smith and Frampton, United Way, Vail Valley Cares,
Victims of Crime Assistance, Rose Community Foundation and Victims and Law Enforcement
along with assorted individual, private donations.
12. Organization's mission statement:
Empowering our community through educating, advocacy, crisis intervention and
networking. "Peace on Earth Begets at Home."
(If more room is needed to answer questions, please use the back of this page.)
APPLICATION FOR TOWN OF VAIL FUNDING
~> Balance Sheet
**Please note these figures are for The Resource Center totals. Advocate Program if one of 3 programs
of The Resource Center. Program Budget is on following page.
Instructions: Round all figures to the neazest dollaz. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year !Date: 2001 )
Assets:
Checking/Saving
Alpine CD $10,317
Endowment Fund $1,585
First Bank Checking $26,704
Investment Account-First Bank $7,520
Special Projects-First Bank $10,059
WestStaz Checking 33 087
Total Checking/Savings $89,272
Fixed Assets
Accum. Depreciation -$12,800
Computers $5,405
Library $~
Office Equipment $16,648
Pagers $875
Total Fixed Assets $10,353
Total Assets $99,625
Liabilities:
Liabilities
Accrued Payroll Expenses $6,340
Deferred Income $29,710
Payroll Liabilities 843
Total Liabilities $40,893
Equity $~,~
Net Income 9 755
Total Equity $58,732
Total Liabilities & Equity $99,625
•4.
Net Worth ('fatal Assets Minus Total
Liabilities) $0
APPLICATION FOR TOWN OF VAIL FUNDING
r
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
***Total Agency (The Resource Center of Eagle County) Budget
Current Fiscal Year Budget
Revenues:
(List by funding source)
Grants
Fundraising
Contributions
Interest
In-Kind Services
In-Kind Materials
$173,714
$19,659
$51,651
$845.24
$5,300
Total Revenue
Expenses: Payroll
Program Expenses
Rent
Telephone/ Pagers
Office Expenses
Insurance
Postage/Printing
Mileage/Travel
Fundraising Expenses
Professional Fees
In-Kind Expense
Total Expenses
Total Revenue Minus Expense
$255,969
$155,131
$26,755
$13,200
$8,750
$3,200
$11,399
$4,646
$2,700
$12,125
$7,900
$10,100
$255,906
$63
.~
APPLICATION FOR TOWN OF VAIL FUNDING
,~
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
~'**Advocate Program Budget
Current Fiscal Year Budget
Revenues:
(List by funding source)
Unrestricted Contributions $8,000
Grants:ACT $12,~
CCASA $100
DAAP ~ $27,000
Slifer, Smith & Frampton $2,500
United Way $2,000 .
Vail Valley Cares $4,000
Vail Valley Foundation $2,300
VOCA $25,000
VALE $12,000
~.
Total Revenue $9'I,900
Expenses: $
Victim Expense $8,000
Advocates $3,200
Training $1,~
Support Groups $10,000
Payroll $61,870
Office Expenses $1,750
Rent $4,~
Insurance $3,150
Mileage $1,000
Total Expenses $94,870
Total Revenue Minus Expense $30
`.~
~:.
APPLICATION FOR TOWN OF VAIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by 5:00 P.M.. You must
provide 12 copies of the application. Any application received after that date or any application packet
with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: ~fAttr-F~4t-l RtrC~tR.`~ Gl.Vf3
2. Contact person: -~t2uGrc BEGS ~T~" ~ ~R~S t ~µ T
3. Mailing address: ~? D. ~`I~ 991
~!A 1 ~- Co 81 ~vS$
4. Telephone: q10 • -74i3 • 1408
5. Members and Titles of your governing board: ~~ ATT,aGN~irD
6. Amount of contribution requested: ~~j ~ ODO
7. Organization fiscal year-end: J UN'E 30,
lS
8. Are your books audited? rf O
9. How will the contribution be used? S~~esN ~~~ GNI~D~~~S ~~~ Pf~pQM ~
'P+d~.to ~2a.~t~ATto-.~ , ~4tcl+w.e.~t CAN-UP ~ SuPWfZrS c,,ocat_
p~ac,Q~KS FGR. ou R ~IDUTt-4 , fi V N~ R~~-Q- v~X.~ 12eLc~.
10. How does your request support item 1C of the contribution policy?
l1iE VAtt- ~.t~. VAu~/ RoT~R~( $EU~~s S't12oN~t~`f ~1T"
QUIZ C MN I.it lS OUP ~°(~'~2ST~1~6~ wEy "T SHE. ~L'-o~fE..
11. Who cufren~u~i ~~yo~or~a ti ~~i~iT (o~i~i' gov~er~ en s, ~ivate donations, user fees,
etc.)? R,oi'A2Y Mkt-it~esa-1~IP , 12Ug8~ DUGiL R..4G1/ P~cac.Ef~6
12. Organization's mission statement: ~12V1G~ 11~O~1E SE,I.F
(If more room is needed to answer questions, please use the back of this page.)
3
~~
~~ ~.
~~?~ e
~,~~,~s:
~~~ ~~~u~
~/~ ~6~T ~~~c~
~T~ ~jif /LL
~-T~YE plc
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~~~~ ~~~
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APPLICATION FOR TOWN OF VAIL FUNDING
Balance Sheet
Instructions: Round all figures to the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year (Date: G~30~ZG1DZ )
Assets: $
S~ ~s.-rT,L~cff~D
Total Assets $
Liabilities: $
Total Liabilities $
Net Worth (Total Assets Minus Total
Liabilities) $
4
CHARITABLE FNDTN - VAIL-EAGLE VALLEY ROTARY CLUB
Balance Sheet
07/30102
As of July 30, 2002
J u1 30, '02
ASSETS
Current Assets
Checking/Savings
The Vanguard Group - MM fund 60,479.12
Alpine-Endowment Acct-Restri. 83.47
The Vanguard Grp-Restricted 105,225.10
Time Certificate -Restricted 31,861.83
Children's Opportnty Grt-Restr. 14,862.60
Alpine Checking 1,013.05
Alpine Savings 15,176.81
Total Checking/Savings 228.701.98
Total Current Assets 228,701.98
TOTAL ASSETS 228,701.98
--
LIABILITIES 8~ EQUITY -- --
Liabilities
Current Liabilities
Other Current Liabilities
Unrestricted Donations 446.00
Scholarships 2002/2003 12,500.00
Deferred Revenue "
Avoidable Blindness 6,608.00
Duck Race 2001/2002 -175.00
Total Deferred Revenue 6,433.00
Total Other Current Liabilities 19,379.00
Total Current Liabilities 19,379.00
Total Liabilities 19,379.00
Equity
Scholarships-Restricted 30,000.00
Children's Oppty Fd-Restr 14,939.46
General Fund 59,862.07
Permanent Endowment Fd-Restr 104,010.45
Net Income 511.00
Total Equity 209,322.98
TOTAL LIABILITIES 8~ EQUITY 228,701.98
Page 1
APPLICATION FOR TOWN OF VAIL FUNDING
.'
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Revenues: $
(List by funding source)
SE.E ~~~E-I~ED
V ~N ,d,~ f20V,cL l___
Total Revenue $
Expenses: $
Total Expenses $
Total Revenue Minus Expense $
5
Literacy Programs--Dictionaries ~ 3~S'a
Environmental ~ $2,500 o?6~S
GRNSS $1,000
I-70 Cleanup $1,000
Julia's Deck $500
RYLA $1, 500
Students
Van, Hotei, Meais
Miscellaneous $500
Small Grants $2,500
000
Moving Mountains $500 I $1,000
Community Service Award _ $500 $500
Interact $500 $500
Career Fair $500 $500
Student Co-op $500 $500
Miscellaneous $0.00
Total I $2,500 j $3,000
3~~
International Service ~ X2001/02 ~ X2002/03 ~
!South American Dental Project ~ $3,000
,Exchange Student $2,650 $4,000
Russian Visitors $1,500 $2,000
;Russian Club Start-up Initiative $500
Polio Plus
i
~` ~ APPLICATION FOR TOWN OF VAIL FUNDING
SAL INSTRUCTIONS
All applications must be submitted to the Town; of Vail by Wed. July 3I, 2002 by 5:00 P.M.. You must
provide 12 copies of the application. Arry application received after that date or any application packet
with fewer than 11 copies will not be considered.
Please send application bo:
Town of Va~1
Penny Harpe, Accounting Tech
75 South Fronffige Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLBASB T'YP8 THIS APPLICATION OR PRINT IN BLACK INK
1. Name of organization: Vail Mountain Rescue Group
2. Contact person: gob Armour ( Treasurer )
3. Mailing address: p0 Box 15 9 7 , Vail , CO . 816 5 7
4. Telephone: 970-476-2837
5. Members and Titles of your governing board; Ann Marie Cooper - P r e s ~ Andy Smith - V P
Mike Hayes-Sec, Tim Cochrane-Dir of Ops, Bob Armour-Treas
6. Amount of contnbution requested: $ 2 0 0 0.0 0
7. Organization fiscal year-end: 12 / 31 / 0 2
8. Are your books audited? Yes , Mike Phi 11 i ps
9. Howw~llthecontnbntionbeused? Equipment replacement. Much of our equipme
used in technical rescues must be replaced.
10. How does your request support item 1C of the contribution policy? w e continue t o p r o v i d e
search & regscue services at. no. cost to TOV residents and guests. We
provide ad8itional support & expertise to TOV emergency services at no
11. Who currently funds your organization (other governments, private donations, user fees, cost .
efic.)? All funding is through .private donations, corporate donations
and foundation grants.
12. Organization's mission statement: VMRG i s a non profit ,volunteer organization
dedicated to saving lives through search and rescue operations, mountain
(If more room is needed to answer questions, please use the back of this page.)
safety education and disaster relief assistance.
~i
APPLICATION FOR TOWN OF VAIL FUNDING.
~ Statement of Sources and Uses
Instructions: Round all figuxes to the nearest dollar. Please present as much derail as po~ble.
Cancer
Revenues: $ 2000.00
(List by funding source) 2 3 2 5.0 0
6000.00
1000.00
.11222.00
619.00
6600.00
2000.00
Total Revenue
Total Expenses
Total Revenue Minus Expense $
t Fiscal Year Budget
Town of Vail
County Court System
Eagle Valley Rummage Sale
Wal mart
Private Donations
Beaver Crek Club
Department of Wildlife
Taste of Vail
$ 31766.00
$ 11657.00
12945.00
2124.00
1185.00
3225.00
2641.00
753.00
34530.00
(-2764.00)
Communications
New Equipment
MRA
Administration
Training
Vehicles
PSAR
f
,r - APPLICATION POR TOWN OP VAIL FUNDING
• ' Balance Sheet
~,
Instructions: Round all figures fiU the nearest dollar. Please present in as much detail as possible.
Most Recent Completed
Fiscal Year f Dafie:
~~' $ 11600.00
We do not own assets other than equipment. All trucks, snowmobiles,
rafts. etc. are owned by the Eagle County Sheriff. The Eagle County
Ambi District provides us a building to operate out of. We are
responsible for maintenance and upkkep of all assets, including
equipment.
Total Assets
LiabBities:
$ 11600.00
$ none
Tote1 L~abili~ $ non e
Net Woxth (Total Assets Minus Total .
Liab~ities) $ 11600.00
~..
..*
~~~~
,~
l~
First I~scents
the joy is in the journey
July 31, 2002
Town of Vail
75 South Frontage Road
Vail, Colorado 81657
Dear Council Members:
Enclosed please find the Application for Town of Vail Funding for First Descents. First
Descents is a nonprofit organization that uses whitewater kayaking as a metaphor to help
young adults battling cancer define their fears, face their challenges and overcome their
obstacles.
Your financial assistance this past year was greatly appreciated and helped us secure
housing in Vail for our campers from all over the country. With your help, these campers
were able to experience all that Vail has to offer and walked away from the week with a
new outlook on life.
Having just finished our second annual week-long camp, I am confident that this program
will continue to grow and gain national recognition and exposure with the continued
support of the Vail community and the Town of Vail.
Thank you again for your assistance. We look forward to working with you in the future.
Sincerely,
11
Bradford R. Ludden
Founder, First Descents
`~
first Descents
the joy is in the journey
Application for Town of mail Funding
Name of organization: First Descents
Contact person:
Mailing Address:
Telephone:
Brad Ludden
P.O. Box 2193
Vail, CO 81658
970.477.0111 x10
Members and Titles of your governing board:
Founder: Brad Ludden
President: Ian Anderson
VP: Emily Jacob
Treasurer: Nancy Kern
Fundraising
Director: Dr. Marc Slatkoff
Amount of contribution requested: $2,000.00
Organization fiscal year end: December 31, 2002
Ase ;your books audited?
Currently our books are not audited, however we are in the process of looking into
this.
How will the contribution be used:
Funding received from the Town of Vail will be used to provide housing for campers
within the Town of Vail.
How does your request support item 1C of the contribution policy?
First Descents is a nonprofit organization that provides young adults battling cancer
with a week of kayaking and other outdoor adventures in Vail. First Descents
embodies all of the aspects of Vail's mountain community and uses these aspects to
help these young adults enjoy a week of freedom from their disease. Because First
Descents has gained national exposure over the past two years and will continue to
do so into 2003, the promotional benefits are abundant for the Town of Vail. Front
Range coverage has been extensive as has national coverage in both outdoor
industry publications.
FD is a superior and unique nonprofit organization for the Town of Vail to embrace
and align with. Because First Descents hosts campers from all over the nation,
national exposure and word of mouth are extensive.
Who currently funds yow organization?
First Descents is currently funded primarily by private donations. Nike ACG,
Dagger Kayaks, Satcom Resources and Alpine Kayak and Canoe are also
prominent supporters of the organization.
Organization's mission statement:
First Descents uses whitewater kayaking as metaphor to allow young cancer
survivors and patients to face their fears, define their obstacles and overcome their
challenges. FD strives to provide a fun and youthful environment for campers, staff,
supporters and volunteers.
10.25 Ann First Descents
07/31/02 Balance Sheet
Cash Basis As of July 31, 2002
Jul 31, 02
ASSETS
Current Assets
Checking/Savings
Checking -Alpine Bank 28,163.74
Total Checking/Savings 28,163.74
Other Current Assets
Undeposited Funds 4,836.00
Total Other Current Assets 4,836.00
Total Current Assets 32,999.74
Fixed Assets
Boats 3,000.00
Total Fixed Assets 3,000.00
TOTAL ASSETS 35,999.74
LIABILITIES & EQUITY
Equity
Opening Bal Equity 18,155.90
Net Income 17,843.84
Total Equity 35,999.74
TOTAL LIABILITIES 8 EQUITY 35,999.74
Page 1
10:29 AM First Descents
07/3,/02 Profit & Loss
casn Basis January through July 2002
Jan -Jul 02
Ordinary Income/Expense '
Income
Contributions Income
Unrestricted 26,255.62
Total Contributions Income 26,255.62
Event Income 12,217.58
Grants 5,500.00
Total Income 43,973.20
Expense
Bank Service Charges 85.70
Camp 4,055.00
Event Expense 9,126.96
Insurance
General Liability 750.00
Total Insurance 750.00
Postage and Delivery 0.00
Professional Fees
Consulting 10,908.00
Legal Fees 1,175.00
PhotographyNideo 92.14
Total Professional Fees 12,175.14
Total Expense 26,192.80
Net Ordinary Income 17,780.40
Other Income/Expense
Other Income
Interest Income 63.44
Total Other Income 63.44
Net Other Income 63.44
Net Income 17,843.84
Page 1
_`~ ~=a_;
~~~~
~~~~~
APPLICATION FOR
2003 TOWN OF VAII FUNDING
1
~.
1. Name of organization:
2. ,Contact Person:
3. Mailing Address
4. Telephone:
5. Board of Directors:
The Skating Club of Vail
Shown Boris, Club President
P.O. Box 416, Vail, CO 81658
(970) 949-1152
Shawn Boris, Co-President
Amy Domke, Co-President
Brenda Beairsto, Vice President/Membership Chair
Tripp Hunter, Secretary/Treasurer
Blanche Boren
Jenny Kreider, Test Chair
Christy Crandall
6. Amount of Contribution: The Skating Club of Vail requests the donation of 8 days of
complimentary use of Dobson Ice Arena. The donation will be used for the following events:
July 8-12 or 15-19, 2003:
5 days The 22nd Annual Vail Invitational
Figure Skating Championships
Late December, 2003:
3 days Holiday Ice Shows
7. Fscol Year: May 1 -April 30
8. The Skating Club of Vail is registered with the Internal Revenue Service as a 501(c)(3)
corporation. Our tax ID number is 84-0799125. Amy Thomas of Bookkeeping Services, Inc. is
contracted by the club to handle our accounting, to prepare our monthly and yeaz-end financial
statements, and to prepare our yeazly income tax return
9. Interest in competitive and show-style figure skating is at an all-time high and our club's
membership is growing as well. This growth, coupled with the rising cost of ice time, coaching
costs, travel expenses and costumes, taxes our financial standing and places the sport of figure
skating out of the reach of some interested children. The Town of Vail's donation will be used to
continue to develop the programs that benefff our members, the community and the guests of
The Town of Vail.
Specifically the donation of the use of Dobson Ice Arena will be used for The Vail Irnitational and
our Holiday Ice Show, but the money the club saves on ice time will positively impact all club
activities.
2
~~<
- The 22nd Annual Vail Invitational Figure Skating Championships
This skating competition serves as the major fundraising activity for The Skating
Club of Vail.
We have just finished hosting the 2002 VI, and it was a great success! The event
brought 300 skaters plus their families, along with 75 coaches and 25 officials to
Vail.
We plan to bring The Vail Invitational back next summer. The event brings skaters
and their families to. Vail fora 5 day period in July.
These upscale families rent hotel rooms and condominiums. They dine in area
restaurants, shop in our stores, rent bikes, go to movies and thoroughly enjoy
Summer Vail. Many skating families plan their summer vacations around The Vail
Invitational.
The Skating Club of Vail relies on funds raised from The Vail Invitational to
purchase ice time at Dobson Arena, to pay the salary of our skating director and
to further the activities of our club.
During the Vail Invitational we use over 70 hours of ice time. Without your
donation of low cost ice our ice bill for the five days of the event would be nearly
$10,000 and would virtually wipeout the fundraising aspect of the event.
Ice time rates at Dobson. Arena are $145 per hour. SCV purchases an average of
seven hours per week of ice at the rink, and we use The Vail Ice Dome when
Dobson is not available. Our ice bills total over $4000 per month.
Your donation of ice time increased the funds raised by The 2002 Vail Invitational
by $8000. All funds raised from this event are used to purchase ice time, pay the
salary of our director, and to further develop our programs. Your grant for the
2003 year would impact the event and our budget in a similar manor.
- Holiday Ice Show
A holiday tradition, The Skating Club of Vail's Holiday Ice Show showcases the
talents of club members as well as area children enrolled in the Learn-To-Skate
program held at Dobson Ice Arena. Over 50 area children were featured in last
year's event and more are scheduled to perform this year. SCV members
perform solo routines and large group productions. The Leam-To-Skate numbers
bring tears to parent's and grandparent's eyes. Visitors to Vail during the holidays
make the Holiday Ice Show an annual event for their families.
Dawn Ristow, director of The Skating Club of Vail, produces a professional type
show with a very limited budget. Each year our expenses outpace our income
from ticket sales. Costumes and ice time are our major expenses.
Your donation of ice time would help the Holiday Ice Show to break even
financially, and would allow "the show to go on."
3
10. The Skating Club of Vail's funding requests support item 1 C of the contribution policy
because they:
a. Bring community activities to Vail.
b. Provide activities for Vail's guests.
c. Improve Vail's economic climate by bringing tourist's to Vail.
d. Support youth activities vital to Vail's children.
The Skating Club of Vail is a positive addition to the Vail community.
The Skating Club of Vail was just recognized by The United States Fgure Skating
Association as a 25 year member of that organization. The club has been a part of Vail
since 1976. SCV has been responsible for teaching figure skating to thousands of children
throughout the years, and presently has 70 members.
Our skaters represent Vail when they compete in competitions throughout Colorado, the
Rocky Mountain Region and in national and international competitions. Skaters from
across the country come to Vail to hone their skills. Our club has members ftom Chicago,
Pennsylvania, Texas, Florida, Ohio, Illinois and New Jersey. These skaters spread the word
about Voil and its facilities across the country.
The Skating Club of Vail provides an athletic and artistic outlet for children and adults
throughout the Vail Valley. Figure skating appeals to athletes that do not choose to
compete on a team, yet the club allows these members to be part of a group working
towards similar goals.
11. The Skating Club of Vail is funded by:
a. membership dues and fees
b. funds raised by The Vail Invitational
c. a $1000 grant from The Vail Valley Foundation
d. donations by club members
12 The Skating Club of Vail's mission is to support our members in their pursuit of personal
and athletic excellence.
As a member of the United States Fgure Skating Association we share their
organizational mission to encourage members in the sport of skating, as well as to
develop a fraternal feeling among skaters.
4
Application for Town of Vail Funding
Balance Sheet
Most Recent Completed
Fiscal Year (4/30/02)
Assets:
Checking - FirstBank of Vail.
Liquid Asset Account - FBOV
Accounts Receivable -Ice Time Fees
$ 6,339.13
$ 3,112.11
$ 3,312.90
Total Current Assets
Liabilities:
Accounts Payable
2002!03 WF Grant
Total Current Liabilities
Equity
Retained Earnings
Current Net Profit/Loss
Total Equity
Total Liabilities and Equity
$ 12;764.14
$ -
$ 1,000.00
$ 1, 000.00
$ 26,210:94
$ (14,446.80)
$ 11,764.14
$ 12,764.14
Application For Town of Vail Funding Fiscal Year 5/01/01-4/30/02
Statement of Sources and Uses
2001-2002 2002-2002
Actual . Anticipated
Revenues:
Membership $ 5,405.00 $ 6,500.00
Awards Banquet $ 1,027.00 $ 1,500.00
Vail'tnvitational $ 14,077.00 $ 20,000.00
Test Fee Income $ 2,142.00 $ 2,500.00
Contributions $ 500.00 $ 1,000.00
Interest Income $ 172.65 $ 300:00
Holiday Ice Show Income $ ~ 12,552.69 $ 15,000.00
Ice Rental Income $ 18,749.00 $ 20,000.00
Beaver Creek Show Income $ 1,700.00 $ 12,000.00
Special Classes ~ $ 2,096.00 $ 2,000.00
Skate/Ski Swap $ 1,110.18 $ 600.00
Video Sales $ 310.00 $ 300.00
$ 59,841.52 $ 81,700.00
Expenses
USFSA Membership Fees $ 840.45 $ 1,000.00
Awards Banquet $ 1,801.98 $ 2,500.00
Coaching Fees and Expenses $ 18,523.48 $ 20,000.00
Ice Rental Expense $ 30,764.00 $ 35,000.00
Beaver Creek Ice Show/Skaters/Coach $ 450.00 $ 7,000.00
Holiday Ice Show $ 12,932.04 $ 9,000.00
Legal/Accounting/Office/Storage/Misc $ 5,213.18 $ 5,000.00
Testing Expenses $ 1,590.63 $ 2,000.00
Ski Swap $ 8.56 $ 25.00
$ 72,115.76 $ 81,525.00
Total Revenue Minus Expenses
$ ~ (12,274.24) $ 175.00
Note: We lost our contract (worth 512,000) with Blue Cnaek Productions
for 12 weekly shows at Beaver Cn:ek due to the economic conditions after Sept.11th.
This unforseen occurrence caused our budget to be unbalanced.
We hope to have a contract for Beaver Cnaek shows again this winter.
APPLICATION FOR TOWN OF VAIL FUNDING
1. Name of organization:
2. Contact Person:
3. Mailing Address:
4. Telephones
Ski Cub Vail
3o11_n `_KlasrlY ,
970 -y 7 e-511 q x 1 oW
598 Vail Valley Drive
Vail, Colorado 81657
476-5119
5.. Board of Trustees: Pete Seibert, Jr., President, Vice President to be announced,
Tom Banner, Secretary, Dan Leever, Treasurer, Tim McAdam, Pat McConathy,
Dr. Richard Steadman, Steve Avery, Kevin Wall, Larry Benway, ~: _ _.
George Gillett, Rocky. Christopher, Andy Daly, David Flowers,
6. Amount of contribution requested: Four days usage of Dobson Ice
Arena, October 2~tth, 25th, z6th, 2~', 2003.
7. Organization fiscal year end: June 30th
8. Are our books audited? No.
9. I~ow will the contribution be used?
Ski Club Vail is requesting the use of the Dobson Ice Arena facilities: During the
month of October, we hold our annual Ski Swap over a period. of four days. This
event brings in substantial dollars, which enable us to keep tuition at a level that is
affordable to the Vail Valley residents.
10. I$ow does this request support item 1C of the contribution policy?
This event attracts close to 5,000 people from the surrounding areas. Our event
assists in driving the tourism business for the Vail Valley during the off-season.
The Town of Vail will receive sales tax from this event.
11. Who currently funds your organization?
• Membership fees cover 60% of our operating expenses. The remaining 40% is
generated through fundraising and private~donations.
a
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a
a1
1
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1
12. Organization's mission statement:
"Providing our members with the bestpossible opportunity for athletic and
~~ personal growth."
~~ • Ski Club Vail is dedicated to the pursuit of the athletic lifestyle, positive work ethic,
and personal excellence through the sport of ski racing. Our members learn the value
of setting goals and working hard to achieve them. They grow as individuals by
dedicating themselves to their sport, while practicing good sportsmanship and
citizenship. The underlying purpose of Ski Club Vail is to provide members with the
best possible opportunity for athletic and personal growth.
a
2
:,
SKI CLUB VAIL
OPERATING FUND
BUDGET 2001-02
BUDGET #2002 ACTUAL #2001 VARIANCE
2001-02 2000-01
~~ REVENUE
ABILITY-FULL TIME 78,000 26 66,239 11,761
ABILITY-PART TIME 10,500 4 0 10,500
ABILITY-POST GRAD 15,200 4 67,270 (52,070)
ARC FORCE JIII FULL TIME 34,500 15 57,650 (23,150)
ARC FORCE JIII PART TIME 36,000 20 21,810 14,190
ARC FORCE JIV 8~ JV 90,000 60 84,850 5,150
CARVER CORPS 36,000 30 36,000
CARVER CORPS FREESME 16,800 14 16,800
FIRST TRACKS FULL TIME 17,000 23 25,400 (8,400)
FIRST TRACKS PART TIME 30,000 40 41,675 (11,675)
FIRST TRACKS FREESTYLE 1,500 2
FIRST TRACKS FS PART TIME 3,000 4
FREESTYLE FULL TIME 14,400 8 14,105 295
FREESTLYE PART TIME 18,000 12 28,530 (10,530)
CONDITIONING PROGRAM 4,500 10 (1,945) 6,445
WORK DEPOSIT REVENUE 45.000 50,200 5S .2001
SCHOLARSHIPS AWARDED 800
YOUTH PROGRAMS 450,400 454,984 (4,584)
MASTERS 9,500 15 10,956 13 (1,456)
TRAINING SPECIAL GROUPS 3.000 4:655 1 655
PROGRAM REVENUE 462,900 470,595 (7,695)
DONATIONS-GENERAL 5,000 ~ 8,926 (3,926)
DONATIONS-SUPPORTING 40,000 16,800 23,200
- JEEP KING OF THE MTN 50,000 11,250 38,750 ~~
LES STREETER. DONATION 40,000 36,000 - 0
_-- BUSINESS MEMBERSHIP 10,000 0 10,000
GLITTER GATES 8~ SKATES 40,000 39,408 592
-__~ BOT FUNDRAISING PROJECTS ,. _ 8.0,000
~ 21,380 58,620
._- VAIL CUP (NET) 4,000 (4,184) 8,184
USSA (NET) 15,000 26,084 (11,084)
RMTS/FIS 22,500 21,000 1,500
TOWN RACE SERIES 15,000 15,142 (142)
TOMBA TOUR 0 12,410 (12,410)
-JUNIOR OLYMPICS 50,000 9,006 40,994
SKI SWAP REVENUE (NET) 80,000 83,608 (3,608)
SUMMER CAMP (NET) 3,000 10,775 (7,775)
MEMBERSHIPS SINGLE 4,000 4,760 (760)
MEMBERSHIPS FAMILY 3,500 3_,520 (20)
BANQUET 0 (4,781) 4,781
MERCHANDISE (NET) 500 (1,314) 1,814
INTEREST & DIVIDENDS 500 699 1L9~
TOTAL REVENUE 925,900 781,084 144,816
,~
SKI CLUB VAIL
OPERATING FUND
BUDGET 2000-01
BUDGET ACTUAL VARIANCE
2001-02 2000-01
~.
DIRECT COSTS
BAD DEBT 3,000 0 3,000
EARLY ENROLLMENT DISC 20,000 20,500 (500)
FAMILY DISCOUNTS 10,000 19,270 (9,270)
MISC. DISCOUNTS 20,000 23,645 (3,645)
WORK DEPOSIT EXPENSE 15,000 17,848 (2,848)
COACHES EXPENSES 40.000 37.349 2.651
TOTAL DIRECT COSTS 108.000 118.612 1( 0.612)
PAYROLL AND RELATED
SALARIES-ADMINISTRATIVE 156,200 174,016 (17,816)
SALARIES-ABILITY 183,000 160,371 22,629
SALARIES-AGE CLASS 130,000 125,289 4,711
SALARIES-FREESTYLE 23,300 25,918 ~ (2,618)
SALARIES-FIRST TRACKS 29,500 20,005 9,495
SALARIES-MASTERS 8,000 7,880 120
SALARIES-SUMMER CAMP 3,500 5,550 (2,050)
PAYROLL TAXES 47,000 41,478 5,522
HEALTH INSURANCE 26,200 18,993 7,207
EMPLOYEE BENEFITS 5,825 2,400 3,425
WORKER COMP INSURANCE 55.000 44.851 10.149
TOTAL PAYROLL & RELATED 667.525 626.751 40.774
'i
SKI CLUB VAIL
OPERATING FUND
BUDGET 2001-02
'' BUDGET ACTUAL VARIANCE
2001-02 2000-01
ADMINISTATIVE EXPENSES
ACCOUNTING 3,000 1,668 1,332
ADVERTISING/PROMOTION 6,000 6,036 (36)
AUTO 34,000 33,205 795
AUTO INSURANCE 12,072 10,527 1,545
AWARDS 6,000 7,428 (1,428)
COMPUTER SERVICES 500 83 417
CREDIT CARD COMMISSIONS 2,500 8,073 (5,573)
DRUG SCREENING 500 0 500
DUES/SUBSCRIPTIONS 2,500 1,722 778
COMPUTER LEASE 1,380 793 587
INSURANCE-BLDG-BOD 9,300 7,864 1,436
INTEREST EXPENSE 100 0 100
MEETINGS 5,000 4,861 139
MISCELLANEOUS 2;000 1,248 752
OFFICE SUPPLIES/EXPENSE 6,000 6,702 (702)
PROFESSIONAL FEES 1,800 1,681 119
PHOTOCOPY EXPENSE 5,400 5,122 278
PHOTOGRAPHY 2,000 373 1,627
POSTAGE 4,500 4,225 275
PRINTING 3,500 2,608 892
PROFESSIONAL BOOKS 300 160 140
PROFESSIONAL DEVELOP'T 2,000 ~ 735 1,265
RADIO EXPENSE 500 2,571 (2,071)
REPAIRS 8~ MAINTENANCE 5,000 4,708 -292
REPAIR 8~ MAINT-EQUIP.. 500 495 5
SKI WAX 8~ TUNING SUPPLIES 5,000 .4,791 209
TRAINING-SKIING 5,000 6,356 (1,356)
TRAINING-DRYLAND 1, 500 989 511
TELEPHONE 13,000 13,726. (726)
TOOLS 1,000 694 306
UTILITIES 5,000 4,678 322
UNIFORMS 1,000 193 807
VIDEO EXPENSE 2.000 178 1,822
TOTAL ADMINISTRATIVE 149.852 144.493 5,359
TOTAL OPERATING EXP 925,377 889,856 35.521
NET INCOME ~ 523 (108,772) (108,249)
;~•-,
;~
APPLICATION FOR TOWN OF VAIL FUNDING 2003
1. EAGLE RIVER WATERSHED COUNCIL
2. Cazoline Bradford, Executive Director
3. P.O. Box 430 Minturn, CO 81645 .
4. 970-827-5406
5. Mr. Ken Neubecker, President, Alpine'Engineering
Mr. Joe Macy, Vice President, Retired, Governmental Affairs, VRI
Mr. Tambi Katieb, Planner, Town of Avon
Mr. Bill Perry, Owner, Fly Fishing Outfitters
Dr. Tom Steinberg, Retired Physician
Mr. Kirby Wynn, Chair, Gore Creek and Eagle River Retrospective Analysis
Mr. Doug Ross, Chair, River Clean Up
Ms. Daiwa Katieb, Chair, Stream Bank Inventory
Ms. Caroline Bradford, Chair, Community Pride Highway Clean Up
6. River Clean Up $500
Community Pride Highway Clean Up $500
$1,000 (Comm Devlp*)
Black Gore Creek $50,000 (RETT Funds*)
2003 TOTAL REQUEST FOR ERWC ACTIVITIES $51,000
*NOTE: The 2002 contributions to ERWC were not allocated from the nonprofit budget line item.
We would like to confirm the TOV's continued financial support for our work in your overall budget.
7. Fiscal Year End: December 31
8. Yes, After December 31
9. The Town of Vail has strongly supported the Eagle River Clean Up and the Community
Pride Clean Up at ttus $500 level since their inceptions. We ask for your continued support
of these environmental projects that involve so many diverse members of the community
of Vail. Your support of these two projects is matched by Avon, Eagle and Gypsum and
leveraged with local business contributions to cover the costs of the events.
We also ask for your continued financial support of our leadership to address the
sedimentation of Black Gore Creek. Your funds have been significantly leveraged against
CDOT, Eagle County and the Nonpoint Source Pollution Council to produce meaningful
results this past year. We are committed to continued action that will result in a reduction
in the pollution of Black Gore and Gore Creek in Vail. We are striving to protect the health
of the gold medal fishery in Vail and appreciate your continued confidence in our work as
demonstrated by maintaining the same level of financial support for 2003.
10. The Eagle River Watershed Council is directly working to ensure a positive sustained
economic climate and an environmentally sensitive high quality of life by striving to
address the Black Gore Creek rehabilitation issue in a positive, collaborative way that
prevents further degradation of our resources. ERWC also strengthens bonds of the
+fin-~
~' residents of the community through hands on community service opportunities such as the
spring Community Pride Highway Clean Up and the Fall River Clean Up. These projects
'.;, increase awareness of the importance of good stewardship of our environment. They also
create positive media attention for the environmental leadership of the Town of Vail.
11. Individual contributions from throughout the community
Ace Hardware
Beaver Creek Resort Company
Berry Creek Metro District
Colorado Department of Public Health & Environment
Eagle Vail Metro District
First Banks
ReMax Realty
Singletree Homeowner's Association
Town of Avon
Town of Eagle
Town of Gypsum
Town of Vail
Vail Eagle Valley Rotary Club
Vail Resorts, Inc.
12. The Eagle River Watershed Council advocates on behalf of the entire Eagle River
watershed through education, research and projects. We provide a forum where everyone
can participate and gain a greater understanding of the Eagle River environment..
A
z
,~ .~
APPLICATION FOR TOWN OF VAIL FUNDING FOR
EAGLE RIVER WATERSHED COUNCIL
Statement of Sources and Uses
Current Fiscal Year Budget
Revenues•
Individual Contributions $3,500
Colorado Department of Public Health & Environment $27,500
Beaver Creek Resort Company $1,500
Berry Creek Metro District $200
Eagle Vail Metro District $200
First Banks $500
Singletree Homeowners Association $200
Town of Avon $100
Town of Eagle $500
Town of Gypsum $500
Town of Vail $500
Vail Eagle Valley Rotary Club $2,500
Vail Resorts, Inc. 20 000
56 700
Additional budgeted revenues not yet granted:
City of Aurora $5,000
City of Colorado Springs $5,000
City of Denver $5,000
River Keepers $15,000
River Network 10 000
40 000
e'
r
APPLICATION FOR TO~'~'N OF VAIL FUNDING
GENERAL INSTRUCTIONS
All applications must be submitted to the Town of Vail by Wed. July 31, 2002 by 5:00 P.M.. You must
provide 12 copies of the application.. Any application received after that date or any applicai:ion packet
with fewer than 11 copies will not be considered.
Please send application to:
Town of Vail
Penny Harpe, Accounting Tech.
75 South Frontage Road West
Vail, Colorado 81657
For questions on the financial statements, please contact Penny Harpe at 479-2104.
PLEASE TYPE THIS APPLICATION OR PRINT IN BLApCK IN~K- /
1. Name of organization: ~ ~d ~~1 ille C9'~/ ~S
~ ~~ ~xe~h~~ ~'~~'~
2. Contact person: ~ ~~ /
3. Mailing address: ~~ ~1 C- U ~E- ~tJ~' / v~ I / C~ SIb`~
4. Telephone: ~76 !01 D3X
5. Members and .Titles of your governing board: ;~ ~t~~=-G~C,
per'
6. Amount of contribution requested: ~j~ ~,(O ~•on1 ' ~~~~nds ~~ '~q v~~~ S \
~`ioa/~o~ ~?o~ ITT ~~ -fir- n~,u~~ar~ri5 ~~~
7. Organization fiscal year-end: /30 // ~ ~ (~
8. Are your books audited? ~/~/ ~ y ~~~ ~ ~SSa~ ~ ~~ -~ 1 ~L ($' ~ (-'1~ ~T~ -
I I
9. How will the contribution be used? S~ ~~,C~~G ~~ h~~ ~~a~H •
10. How does your request support item 1C of the contribution policy? S~ a~ ~~~'-
11. Who currently funds your or anization (other governments, rivatg ^d
etc.)? (~MhPrTSh~ S1COn~) bu`fi0/iS~ ~tSarS'll i~S~G+.~~tl~
12. Orgaruzahon's mission sta`fement:
~~ 6~ of(~g~ .
(If more room is needed to answer questions, please use the back of this page.)
onations, ser fees,
3
y
Ouestion 9. How will the contribution be used? ~
For over 15 years; we have worked to grow Betty Ford Alpine Gardens into a magnificent botanic
garden. We estimate 100,000 visitors tour the gardens annually.
Betty Ford Alpine Gardens' donors have contributed over $ 3.2 million dollars, and our volunteers have
contributed over 70,000 hours in developing this beautiful mountain treasure. Over 85°~ of our funds
have been raised from individual donations. Over the years, the Town of Vail has contributed both cash
and a great many in-kind gifts,.in addition to our lease.
With the near completion of the Children's and Schoolhouse Gardens and completion of the Alpine
Plaza in the Spring of 2002, we are entering our second mission of developing the Garden into the
world's premier high altitude botanical collection and one of the world's most recognized gardens (see
attached Horticultural Vision and Garden Maintenance Budget). We are looking to continue our long
term partnership with the Town of Vail and request $56,400 from RETT funds to support our
maintenance of the Gardens. Since the September 11~ terrorist attacks, its has been extremely difficult to
raise capital funds from private sources. In addition, we are asking the Town of Vail for $100,000 to
support the capital completion of the Children's and Schoolhouse Gardens and Alpine Plaza. Assuming
your generous capital contribution, we will still need to raise another $300,000.
Betty Ford Alpine Gardens will continue to raise private donations to:
• support purchase of plant materials; .
• develop and implement educational, interpretive and membership programs;
• maintain the Schoolhouse Museum and Gift Shop which is completely staffed by volunteers for over
45 hours per week. Volunteers are trained in Schoo]house history
• provide marketing, public relations and community development services;
• provide funds for operations and administration, including our resident alpine plant expert.
Question 10 How does our request support a positive sustained economic climate and environmentally
sensitive high quality of life?
As a nationally and internationally recognized public garden, Betty Ford Alpine Gardens attracts
thousands of summer visitors to the Vail Valley. They come to observe its beauty, to experience its
tranquillity, to learn about alpine plants and gardening at high altitude and to honor Betty Ford. With
our focus on endangered, threatened, rare, Colorado native and international high altitude plants, we
continue to increase our commitment to an environmentally sensitive quality of life. Each year our
Docents and Garden Volunteers attend training programs to properly educate our visitors about our
unique plant collection and environmental message.
Betty Ford Alpine Gardens' FY2003 Business Plan calls for a continued and significant marketing and
public relations program to publicize our new programs and plant collection. Publicity about the
Gardens has served as a major summer marketing tool for Vail. This summer, we continue to have a
significant increase in requests for guided tours and weddings. Seed collected from Last yeaf s Andean
plant study expedition are now growing in the Gardens, some of which are propagated for the first time
in North America.
Ouestion 12. Organization's Mission Statement
Our mission is: To cultivate harmony between plants and people in our mountain environment. We are
horticultural pioneers teaching and celebrating the value of plants in our lives. We provide unique
educational and environmental programs, we encourage community beautification, and we create and
maintain Betty Ford Alpine Gardens.
Betty Ford Alpine Gardens' Board, Staff and Volunteers look forward to this long term, win-win
partnership with the Town of Vail.
o~er~ ~u,t l~i.~r~ 1~1s~~~
Betty Ford Alpine Gardens
Garden Budget 2003
500- Gardens
Budget Estimate Totals
506- Garden Maintenance Total 2,400
506.1- Tools _
650 _
506.2- Topsoil, compost, pea gravel 700
506.3- Chemicals 600
506.5- Tool Shed/Gof Cart Maint. 300
506.6- First aid/ CPR 150
50T- Horticulture Supplies ~ __ 850
507.1- Greenhouse supplies 350
507.2- Herbarium 500
511- Garden/Landscape Improvements Total 19,300
511.1- Design Materials 200
__
511.2-Labor 5,000
_
511.3- Equipment ~. 800
511.4- Hardscape additions 300
.511.5- Plant Material 13,000
515- Irr~gatlon Repair an Maintenance Total 3,700
515.1- Labor 2,700
515.2- Materials 1,000
516- Signage- Non Interpretive 300 300
517- Uniforms 550 550
519- Payroll Expense Total 26,560
519.1- Garden Supervisor 30 weeks (~ 14.00/hr 17,600
519.2- Two Garden Interns 14 weeks ~ $9/hour 8,960
525- Telephones 600 600
_ _
530- Utilities 1,400
530.1- Monthly bills 900
530.1- Repair 500
535- Travel 800
535.1- Plant Delivery Staff Vehicle 200
535.2- Plant Collecting Trips 600
545-garden Cash Total 56,460 56,460
orticultural Vision for Be Ford Al ine Gardens
As "horticultural pioneers'.' Betty Ford Alpine Gardens have succeeded in demonstrating
high altitude gardening techniques and in building a garden that stands on its own in
drawing thousands of visitors annually. Our new vision reflects that success.
Betty Ford Alpzrie Gardens wrllbe the world's premier high altitude, botanical garden
featuring the most extensive collection of Colorado and Rocky Mountain high altitude
plants dramatically designed In a unique setting.
The Gardens are comprised of sfx distinct gardens.
Alpine Rock Garden
A dramatic mountain cliff and water garden, with a 40 foot elevation change, planted with
a superlative collection of alpine and rock garden plants emphasizing ecosystems of the
local Rocky Mountain region.
Mountain Meditation Garden
Tranquil garden for contemplation planted with a high Rocky Mountain .plant palette,
based on Asian traditions.
Mountain Perennial Garden
Spectacular display of mountain perennials, illustrating plants from mountain regions
around the world.
Alpine Plaza (Planned Completion Spring 2003)
The Plaza will display, as nowhere else in the gardens, the ecological processes of the
alpine environment. From spectacular limestone cliffs the Plaza will demonstrate the
transition to boulder fields, through talus and scree slopes to fellfields and colorful, alpine
meadows. With the dramatic display of windswept trees and trickling alpine rivulets, the
Plaza will provide the visitor a dazzling experience.
Children's Garden and Schoolhouse Garden (Planned Completion Autumn 2002)
Children's educational garden featuring a miniature version of the Vail Valley, along Gore
Creek (8,200 feet) to the top of Grand Traverse in the Gore Range (approx. 13,000 feet). The
Schoolhouse Garden features horticultural therapy programs around raised beds,
bordering a ramp, which leads up to the main terrace adjacent to the historic Schoolhouse.
The Gardens will have interest to three sizeable populations:
• The trained botanist or horticulturalist who visits the Gardens to study high altitude
plant material in a native environment;
• The garden enthusiast who visits to learn more about horticultural design, high altitude
plants and the Rocky Mountain ecosystems. Gardening is America's number 1 pastime;
• The visitor with the untrained eye who appreciates the Garden s beauty and Gore
Range backdrop and, hopefully gains new insight into this unique plant collection and
ecology.
07/30/02 Page 1
' BETTY FORD ALP/NE GARDENS
~'
2002 BOARD OFD/RECTORS
Betty Ford, Honorary Director
Gerhard Assenmacher, President, 2004
4455 Glen Falls Lane
Vail, CO 81657
Helen Fritch, Vice President, 2004
183 Gore Creek Drive
Vail, CO 81657
Sherry Dorward, Secretary, 2002
P.O. Box 3766
Vail, CO 81658
Jim Donohue, Treasurer, 2003
P.O. Box 7
Vail, CO 81657
Cindy Barnard, 2002
1590 Little Raven Street, #4
Denver, CO 80202
Helen Beckwith, 2003
P.O. Box 2155
Vail, CO 81658
Debra Duke, 2004
934 S. Josephine St.
Denver, CO 80209
Richard T. Liebhaber, 2002
44 Weat Meadow Dr.
Vail, CO 81657
Todd Oppenheimer, Town of Vail Representative
75 South Frontage Rd.
Vail, CO 81657
Bonnie Piringer, 2004
P.O. Box 3152
Avon, CO 81620
Liz Thompson, 2004
P.O. Box 8804
Avon, CO 81620
Bill Stufflebeem, Term exp. 2003
P.O. Box 1981
Silverthorne, CO 80498
i
Betty Ford. Alpine Gardens
07/23/oz Balance Sheefi
As of July 31, 2002
Jul 31, '02
ASSETS
Current Assets
Checking/Savings
101 •Operating Funds
100.01 • Prepaid Deposits 233.75
105 • Petty Cash
105.5 • Gift Shop Cash 262.00
105 • Petty Cash -Other 60.00
Total 106 • Petty Cash 322.00
107 • Operating Chking Unrestricted
107.1 • Loan from Bd Designated Funds 5,000.00
107 •Operating Chking Unrestricted • Other 665.87
Total 107 •Operating Chking Unrestricted 5,665.87
108 • Operating Savings Unrestricted 3.96
Total 101 • Operating Funds 6,225.58
120 • Capital Funds
122 • Capital Checking Restricted
122.07 •3 New Garden Chkg
122.075 • Childrens Garden 10.74
122.07 •3 New Garden Chkg -Other 6,115.85
Total 122.07.3 New Garden Chkg 6,126.59
Total 122 • Capital Checking Restricted 6,126.59
123 • Capital Checking Unrestricted -2,447.10
125 • Capital Savings Unrestricted 0.74
126 • Capital Savings Restricted
126.07.3 New Gardens Savg 844.90
Total 126 • Capital Savings Restricted 844.90
136 • Capital Pledges
136.1 • Discount Capital Pledges -1,709.00
136 • Capital Pledges -Other 12,750.00
Total 136 • Capital Pledges 11,041.00
137 • FOBF -ARG Capital Pledges 10,000.00
138 • Children's Garden Pledge 25,000.00
Total 120 • Capital Funds 50,566.13
140 • Friends of Betty Ford Building
145.61 • FOBF Savings Alpine Bank 2,992.80
Total 140 • Friends of Betty Ford Building 2,992.80
160 • Endowment
16b • Permanerrt Endowment 154,955.00
165.5 • Board Designated Endowment 56,544.74
167 • Endowment Pledges
167.2 • Memorial Pledge Receivable
167.2b • Discount on Mem Pidges -1,006.00
167.2 • Memorial Pledge Receivable -Other 9,500.00
Total 167.2 • Memorial Pledge Receivable 8,494.00
Total 167 • Endowment Pledges 8,494.00
Total 160 • Endowment 219,993.74
Total Checking/Savings 279,778.25
Accounts Receivable
1200 • Accounts Receivable 99.95
Total Accounts Receivable .99.95
Total Current Assets 279,878.20
a~„o ~
Bitty Ford Alpine Gardens
07/23/02 ! Balance Sheet
As of July 31, 2002
Fixed Assets
175 • Long Term A sets
176 • Alpine Dis~lay Garden
177 • Mountain errennial Garden
178 • Meditation Garden
179 • Alpine Roc Garden
181 • Schoolhou a Garden
182 • Schoolhou s, Alpine, Childrens
183 • Childrens arden
185 • Library
190 • Interpretati (Displays
195.Office/Corr~puter Equipment
196 • Accumula d Depreciation
Tota1175 • Long Tern Assets
Total Fixed Assets
TOTAL ASSETS
LIABILITIES 8 EQUITY
Liabilities
Current Liabilities
Credit Cards
1st Sank Visa
Total Credit Cards
Other Current Li~ bilitiea
200 • Liabilities and Equity
201 •Oper tang Reserve
209.1 • Loa From Board Member
2100 • Pay oil Liabilties
210.1 • ealth Insurance
210.2 • o Unemployment
210.3 • I A Liabilities
210.4 • ~ederal Liabilkies
210.5 • O Liabilities
210.6 • Imple Liabilities
210.7 • ousing Liabilities
2100 • P, yroll Liabilities -Other
Total 2100 r Payroll Liabilities
Total 200 • Liabilities and Equity
Total Other Curr~nt Liabilities
Total Current Liabilities
Total Liabilities
Equity
270 • Fund Balance
271 •Operating Fund
277 • Capital Fun
273 • FOBF Build ng
276 • Endowmen Fund
i
Total 270 • Fund Balances
3900 • "Retained Eat`nings
Net Income
Total Equity
TOTAL LIABILITIES 8 EQ~JITY
Jui 31, '02
30,837.48
254,006.37
118,545.42
969,944.12
13,729.39
808,854.98
16,450.00
2,440.97
48,300.38
52,798.93
-176.4?8.00
2,139,480.04
2,139,480.04
2,419,358.24
1,552.82
1,552.82
4.13
60,000.00
-122.88
16.81
127.13
3,130.00
419.00
1,636.76
1,500.00
75.33
6,782.15
66,786.28
66,766.28
68,339.10
68,339.10
13,812.58
795,627.12
677,948,91
25,099.32
1,512,487.93
704,090.39
134,440.82
2,351,019.14
2,419,358.24
o~.,e ~
i
~u'Mm~'J
Betty Ford Alpine. Gardehs
Budget vs. Actual
07/31/02
October 200 1 through July 202
Oct'01 -Jul '02 Budget S Over Budget % of Budget
Ordinary Income/Expense
Income
301 •Operating Income
257,001.11
245,885.0
11,116.09
104.5%
Totallncome 257,001.11 245,885.0 11,116.09 104.5%
Expense
uncatagorized
401 • Administration 317.05
52,699.62
52,324.1
375.46
100.7%
500 • Gardens 38,964.07 54,575.5 -15,611.50 71.4%
550 • Education 102,761.13 101,809.6 951.45 100.9%
600 • Development 38,470.39 41,175.0 -2,704.62 93.4%
6560 • Payroll Expenses 0.33
Total Expense 233,212.59 249,884.4 -16,671.83 93.3%
Net Ordinary Income 23,788.52 -3,999.4Q 27,787.92 -594.8%
Other Income/Expense
Other Income
360 -Capital Income
120,605:70
664,920.OQ
-544,314.30
18.1%
381 • Endowment Total 11,625.00 55,000.0 -43,375.00 21.1
Total Other Income 132,230.70 719,920.OQ -587,689.30 18.4%
Other Expense
700 • Capital Campaign
12,902.07
6,480.0
6,422.07
199.1
800 • Capital Expenses 8,676.33 624,088.7_ -615,412.42 1.4%
Total Other Expense 21,578.40 630,568.7~i -608,990.35 3.4%
Net Other Income 110,652.30 89,351.2' 21,301:05 123.8%
Net Income 134,440.82 85,351.8 49,086.87 157.5%
d~
~~~ ~ I ~~
1/~1/S~l 0!1 ' la~ole.
~~
Dann 1
GARDEN GUIDE
Peak. time at Betty Ford
Alpine Gardens
3 ~1~~
~,~:~
:.
.,
^ Founded in 1987, the Betry Forci Alpine Gardens has re-
cently added several horticultural attractions, expanding
its size to nearly 3 acres in Vail's Ford Park. The ambitious
new Alpine Rock Garden features stone walls, waterfalls,
and ponds, all constructed of local materials to harmo-
nise with the spectacular scenery surrounding Vail Valley.
The site, at an elevation of 8,200 feet, encompasses every
facet of alpine gardening. Nearly 3,000 different varieties of
plants, including collections of peonies, primroses, and
saxifrages, are displayed throughout the complex.. Peak
bloom comes in July and August. Bring a camera and note-
book to make a record of plants you'd Like to try. The gift
shop, located in a restored 1922 one-room schoolhouse,
offers a selection of books on alpine gardening.
Earlier this summer, the new Children's Environmental
Garden opened. Youngsters follow a 150-foot nature trail
that simulates a hike from the valley floor to the top of the
Gore Range with demonstrations of Rocky Mountain
ecosystems along the way.
Ford Park is east of Vail Village on South Frontage Road.
The wheelchair-accessible grounds are open daily during.
daylightlhours from May through October, when the
dens cl~se for the season. Admission is free; donat.
are app eciated. For information on guided tours (Th
days an~l Saturdays at 10:30) and events, call (970)
0103 orlgo to www.bettyfordaipinegardens.org. - M.
Bountiful
border i n Vai I
^ At higher altitudes, summer makes a brief
but glorious appearance. Flowering perennials, ;
which relish the sunny days and cool nights,
often bloom longer and-more profusely than ,i..
their counterparts do at lower elevations.
That's certainly the case in this border in Vail,
Colorado. At front left, snow-in-summer
:;,:
(Cerastium tomentosum) lives up to its name, :.
producing such a flurry of white flowers that Y,
they nearly obscure the plant's silver foliage. In ;' :.
the center, blue and purple columbines nod
gracefully over lacy green foliage. At right, Mal- : "
tese cross (Lychnis chalcedonica) carries
dense scarlet flower clusters. In the rear, red-
hot poker (Kniphofia hybrids) shows off sizzling':;.. '
orange-and-yellow torches.
For his design work in this garden, John
Rosenfeld of Johnie's Garden in Miriturn, Col- ; ,;`
orado, won a grand prize in a competition
sponsored by the Associated.Landscape Con•.== ;;'
tractors of Colorado. - M. T.
~vn~ I~? ~~e ~uy~s~ ~a~ ~~ d 6
a~ ,
APPLICATION FOR TOWN OF VAIL FUNDING
1. Name of organization:
Vail Valley Medical Center - 10`x' Annual Snowshoe ShuffleT""
2. Contact person:
M. Scott Beaver
3. Mailing address:
Office of Development/ Vail Valley Medical Center/ P.O. Box 40,000/ Vail, CO 81658
4. Telephone:
970-569-7511
5. Members and Titles of your governing board:
Snowshoe ShuffleT"' Organizing Committee is comprised of Vail Valley business leaders;
the committee members vary year to year.
6. Amount of contribution requested:
In-kind contribution of parking at Lionshead for Snowshoe ShuffleT"" race participants -
estimated at $3,850.
7. Organization fiscal year-end:
October 31.
8. Are your books audited?
Yes.
9. How will the contribution be used?
Snowshoe ShuffleT"" race participants and volunteers receive free parking at Lionshead
structure on April 5, 2003. The TOV has contributed free parking to the Snowshoe
ShuffleT"' since 2000.
10. How does your request support item 1C of the contribution policy?
The Annual Snowshoe ShuffleT"" attracts approximately 1,000 participants, arriving from
Eagle and Summit Counties, the Front Range, 26 other states, Canada, and Europe.
11. Who currently funds your organization (other governments, private donations, user fees,
etc.)?
The Snowshoe ShuffleT"' is supported by local, national and individual sponsors, as well as
race participant entry fees.
12. Organization's mission statement:
"A benefit for cancer prevention, education, detection and treatment."
1
APPLICATION FOR TOWN OF VAIL FUNDING
Statement of Sources and Uses
Instructions: Round all figures to the nearest dollar. Please present as much detail as possible.
Current Fiscal Year Budget
Revenues: $ 25,000 race sponsors
(List by funding source) 15,000 race participants
Total Revenue $ 40,000 (unaudited)
Expenses: $ 15,000 printing (flyers, brochures, T-shirts, signage, etc.)
150 postage
1,000 advertising .
3,500 Community Dinner
2,000 cash awards
3,000 timing services
300 rental equipment
Total Expenses $ 24.950
Total Revenue Minus Expense $ 15,050
2