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SUN CITY ROSEVILLE FOUNDATION

2021 ANNUAL REPORT

 

 

BYLAWS Requirement

Section 5.06. Director’s Meeting.

  1. Annual Meeting. The Board shall hold a regular meeting for purposes of organization, election of officers, and transaction of other business. Notice of this meeting is not required. The annual meeting shall be scheduled in the month of August of each year at a date, time and location determined by the Board and stated in the notice of the meeting.

 

Summary

As we all know, our fiscal year ends December 31st. The Foundation remains financially strong and while we may not have succeeded in raising anticipated funds in 2021, our programs and services will continue into 2022. Despite the interruption of COVID, due to donations and sound investments, the Foundation did have a successful fiscal year. Looking ahead, we will know just how successful our current year was at year end close.

 

 

Hail and Farewells

We welcomed aboard the following new Directors in 2020 and 2021 – David Happe, Dawn Haskin, Doug Smoot and Lorraine Welk as we bid farewell to Chair Toni Fisher, Beverly Karfiol, Kent Hilburn, Colleen Tovey, Barbara Thompson Ginny Taylor and Leslie Sandberg. – We say THANK YOU ALL for your service.

  

Fund Raising     

 

Things have not been quite as busy as the past due to COVID.  However we were able to offer:

  • Home Maintenance Program

  • Annual Friends of the Foundation

  • Annual Golf Tournament

  • Vitalant (BloodSource)

  • Special Programs e.g., Survivor’s Guide

 

We look forward to a much more active 2022 for our Fund Raising Events.

 

 

Programs & Services

 

We continue to fulfill our Mission Statement to provide exceptional services for the physical, cultural, educational, and social needs of Sun City Roseville residents:

  • Home Maintenance

  • Sunshine Services Financial Support

    • Caregiver Relief

    • Individual Care

    • Medical Equipment Loans

    • Dial-A-Ride

  • Association Quarterly Speaker Series Financial Support

  • Décor Loan Items

  • Alternate Living Planning

  • Survivor’s Planning Program

  • Foundation Golf Tournament

  • Vitalant Partnership

 

We look forward to bringing back our Biannual Bingo Event as well as our Fall Event.  We did say goodbye to our Vehicle Donation Program.

 

Other Achievements

 

Our Public Relations outreach continues to be strong:

 

  • Submitted monthly Courier and Sun Senior News articles

  • Foundation Website Enhancements

  • Placed annual full-page ad in Association Directory & Community Guide

  • Continue to strengthen our communication and co-operation with the Association Executive Director, Board of Directors, and various Department Managers and key staff people as well as with numerous Clubs and Groups

  • Ensured each dollar spent by the Foundation benefited our residents

  • Retained a Financial Consultant to work with our Investment Committee members to continue the growth of our investments. 

  • In November, we offered the first presentation to the community to

explain the functions and purposes of the Foundation.The attendance was good and we hope to continue these on a semi-annual basis.

 

          In closing, I wish to express my gratitude to you, the Board Members, for the support you have extended to me since becoming Chair.  I appreciate everything you do and look forward to a successful 2022. 

 

          I noticed this report is usually sent in August just before the elections, but since we haven’t had one for a while, here it is.

 

 

Nancy Schubach, Chair, Sun City Roseville Foundation

December 27, 2021

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