Meeting Call-In Number: 1 929 205 6099 Meeting ID: 846 3830 8467 Passcode: 137937
Brent McNeal, VR Director
Note
Agenda
Promotion
a. Dr.JerryParrish – The Able Trust Research, What’s Next? (30 Minutes)
Chip Byers, Secretary
b. SpringImpact – using the Lean Impact Model to test solutions (30 Minutes)
such
e.
a. CEO Evaluation Marketing & Development Committee BOD Vacancies Special Meeting for Lightcast Presentation FDOE/Office of Inspector General Audit
Vision: By 2032, 300,000 more Floridians with disabilities will go to work. Directors are reminded that all Able Trust Board and Committee meeting are open and publicly noticed. Under Florida Sunshine Law, any meeting of 2 or more Able Trust Directors must be publicly noticed. Directors are prohibited from discussing Able Trust business outside of official meetings of the organization. Directors are reminded of conflict-of-interest provisions. In declaring a conflict, please refrain from voting or discussion and declare the following information: 1) Your name and position on the Board, 2) The nature of the conflict, and 3) Who will gain or lose as a result of the conflict.
c. Acceptance of FY22 4th Quarter Balance Sheet
d. Marketing & Development (including Communications Report)
a. FY23 Budget Amendments Action
Updates b. Sponsorships
d.
e. Confirmation of CEO Salary
Joey DonnaD’SouzaWright
Joey D’Souza, Vice President
b. Acceptance of FY22 4th Quarter P&L Statement
VI
d. Committee Reports
Allison Chase, President/CEO
Todd Jennings, Committee Chair
Alan Suskey, Lobbyist & Other &
XI. DisabilityEmploymentAwarenessMonthUpdates(10Minutes) a. Events
VI. ActionItems(5Minutes)
f. FY23 Meeting Calendar: Board, Committees, & Retreat
Laurie Sallarulo, Chair
IX. ReportfromVRDirector(10Minutes)
a. Executive & Finance
X.
XII.
AdjournNextPublicCommentBoardMeeting:December7,2022,1:00–3:00PM-Virtual
Laurie Sallarulo, Chair
Laurie Sallarulo, Chair
BOARD Meeting Agenda – September 15, 2022, 9:00 – 11:00 AM Zoom Link: https://us02web.zoom.us/j/84638308467?pwd=VkYrSFN1d0p5VE0zMXBnSVkrdWkxUT09
V. ConsentAgenda–Action(5Minutes)
Laurie Sallarulo, Chair
VII.
GuestPresentations&BoardDiscussion(1Hour)
Allison Chase, President & CEO
IV.III.II.I. IntroductionApprovalRollCalltoOrder(5Minutes)CallandEstablishmentofQuorumofAgenda–ActionofNewStaff
Doug Hilliard, Treasurer
VIII. Chairperson’sReport (5Minutes)
b. Grants
c. Legislative
c.
Please : subject to revisions and additions per the discretion of the Chair of the Board of Directors. Notification will be sent of any revisions or changes. Members of the Public: Please notify Arnaldo Ramos at Arnaldo@AbleTrust.org if you wish to make public comment on particular agenda items no later than 1-hour prior to beginning of the meeting.
LegislativeUpdate(10Minutes)
Mission: The Able Trust is Florida’s statewide leader in disability employment dedicated to expanding the employment opportunities of people with disabilities.
b.
a. Acceptance of May Meeting Minutes
Laurie Sallarulo, Chair
AllisonChase,President&CEOreviewedtheFY23budgetandexplainedthatupon boardapproval,itwillbesubmittedtotheVRDirectorforfinalreviewand approval. LoriFaheymadeamotiontoapprovethebudget,ChipByersseconded. Themotionwasunanimouslyapproved.
d. Reports &
MembersAbsent LaurieSallarulo,DougHilliard
a. Executive
UponmotionbyLoriFaheysecondedbyChipByerstheagendawasunanimously approved.
ActionItems
FloridaEndowmentFoundationforVocationalRehabilitation,dbaTheAbleTrust DRAFT-MeetingMinutes
MavaraAgrawal,ViceChairintroducedTheAbleTrustMissionMoment,a spotlightonthe2022ProjectVenture.
CalltoOrder
Item Action/Discussion
b. AcceptanceofFY223rd QuarterP&LStatement
Allitemsontheconsentagendaweregiveninwrittenformintheboardbook. Representativesofeachcommitteewerepresent.
MembersinAttendance
ChipByersmadeamotiontoaccepttheconsentagendasecondedbyTodd Jennings.Themotionwasunanimouslyapproved.
StaffinAttendance
ApprovalofAgenda
a. AcceptanceofFebruary MeetingMinutes
MavaraAgrawal,ViceChaircalledthemeetingtoorderat9:04am.May19th
James“Chip”Byers;AlexisDoyle;LoriFahey;ToddA.Jennings;BrentMcNeal ;MavaraMirza-Agrawal,
BoardofDirectorsMeeting–May19,2022,9:00a.m.to12:00p.m. VirtualMeeting
ColeenAgner,HighSchoolHighTechCoordinator;AllisonChase,President; JosephD’Souza,VicePresident,ExternalEngagement;;JesseHinojosa,Office AdministratorandExecutiveAssistanttothePresidentTraceyLowe,Strategic CommunicationsManager;DonnaWright,DirectorofDevelopment&Marketing OthersinAttendance None.
Finance b. Grants c. Legislative d. Marketing Development&
SecretaryChipByerscalledrollandaquorumwasestablished.
c. AcceptanceofFY223rd QuarterBalanceSheet
Committee
TheAbleTrustMission Moment
a. FY23Budget
RollCallandEstablishmentof Quorum
ConsentAgenda
b. SpendingPolicy
Page 1 of 2
Nonewbusiness
James“Chip”WilliamByersIV,Secretary
Theboardhelddiscussiononthefollowingitemstoprovidestaffwithguidance. Nomotionsorvotesweremade:
ChipByersmadeamotiontoapprovethespendingpolicy;AlexisDoyledseconded themotion. Themotionwasunanimouslyapproved.
BoardDirectorSpotlight–ToddJennings
DirectorMcNeal,gaveanupdateontheVRProgram,andthankedtheBoardand StaffforbecomingavaluedpartnerasthedirectsupportorganizationtoVR.
Discussion Items Full Board
Respectfullysubmitted,
AllisonChasepresentedthedraftspendingpolicywhichwasdevelopedtocreatea balancebetweentheneedtouseinvestmentfundsforoperationexpenseswhile fundraisingeffortsarescaledup,andtheneedtomaintaininvestmentsasastable andgrowingresource. Thepercentageofinvestmentfundswillscaledownfrom 8%to5%overthecourseof4years,atwhichtimetheboardwillreviewand updatedthepolicyasdeemednecessary.
Reauthorization&RoleoftheBoard CenterofExcellence Organization’sUseofSocialMedia
NextBoardMeeting
Page 2 of 2
ReportfromVRDirector
NewBusiness
Adjourn
ThenextmeetingofTheAbleTrustBoardofDirectorsisscheduledforThursday, August18beginningat9:00ammeetingVirtually.
Continuingwiththepreviouslyintroducednewboardactivity,BoardDirector Spotlight,DirectorToddJenningswasspotlightedandansweredafewfun questions.
Therebeingnofurtherbusiness anduponmotionbyLoriFaheyandseconded themeetingadjournedat11:01am
603.300 · Direct Mail-Grants/Gifts 2,000.00 - 2,000.00 100.0%
1, 2021 through June 30, 2022
Total 600.105 · Project Based Revenue Sources 56,500.00 7,500.00 49,000.00 753.3%
100.0% Page 1 of 5Unaudited for Management Purposes Only
603.016 · Fees Earned-Manage FamilyFunds
606.107 · Giving Challenges 6,605.22 - 6,605.22 100.0% 603.004 · Fundraising Campaigns - Other 11,500.00 - 11,500.00 100.0%
606.106 · High School High Tech 40,000.00 - 40,000.00 100.0%
·
603.008 · Investment Income 603.009 · Bank Accounts 610.001 · Interest/Dividends 610.025 · Interest/Div Bank Accts Current 610.011 · Interest The First Reserve
Total 610.001 · Interest/Dividends 171.67 434,062.59 (433,890.92) 0.0% Total 603.009 · Bank Accounts 171.67 434,062.59 (433,890.92) 0.0% 603.011 · Investments State Endowment 610.026 · Int/Div Invest Accts Current 610.021 · Interest/Dividend MSSB(2) 212,761.12 212,761.12 100.0% 610.031 · Interest/Dividend Wells Fargo 541,133.95
600.300 · Endowment Admin Fees 49,280.80 45,182.62 4,098.18 109.1%
Total 600.102 · Grants 5,000.00 20,000.00 (15,000.00) 25.0%
Accrual Basis The Able Trust
600.017 · New Grants
606.000 · Annual Fund Raiser 500.00
600.105 · Project Based Revenue Sources
Total 603.004 · Fundraising Campaigns 20,105.22 - 20,105.22 100.0% 603.101 · Corp./Ind. Gifts - Unrestricted 27,533.56 - 16,029.60 100.0% 603.003 Sponsorships & Unrestr Gifts - Other 6,237.00
Total 603.016 · Fees Earned-Manage FamilyFunds 49,280.80 45,182.62 4,098.18 109.1%
600.102 · Grants
606.800 · DEAM/DMD Income 16,000.00 7,500.00 8,500.00 213.3%
Govt
Income
603.004 · Fundraising Campaigns
FY 2022% of TOTALBudgetVarianceBudgetBudget
OrdinaryIncome/Expense
July
603.003 · Sponsorships & Unrestr Gifts
Total 603.003 · Sponsorships & Unrestr Gifts 53,875.78 - 53,875.78 100.0% 603.006 · State Appropriations/Other Govt 606.700 · HS/HT DOE-VR Funds 549,823.00 549,823.00 - 100.0% Total 603.006 State Appropriations/Other 549,823.00 549,823.00 - 100.0% 0.05 0.05 434,062.59 (433,890.92) 0.0% 541,133.95 932,891.50
Total 600.103 · Grants from Prior Period 5,000.00 20,000.00 (15,000.00) 25.0%
600.100 · Grants/Gifts - Unrestricted 5,000.00 20,000.00 (15,000.00) 25.0%
100.0% Total 610.026 · Int/Div Invest Accts Current 753,895.07 - 753,895.07 100.0% Total 603.011 · Investments State Endowment 753,895.07 - 753,895.07 100.0% 603.014 · Gain/Loss on Investments 662.000 · Realized Loss/Gain Invest-State 932,891.50 -
Profit & Loss byClass
610.018 · Interest The First Sinking Fund 171.62 171.62 Total 610.025 · Interest/Div Bank Accts Current 171.67
772.000 · Late Fees 55.00
Total 701.002 · Compensation 598,870.25 622,750.00 (23,879.75) 96.2%
Total 703.000 · Employee Health/Dental Ins. 38,034.52 64,548.46 (26,513.94) 58.9% 703.100 · STD/LTD/Life Insurance
710.500 Staff Training & Development 8,231.03 2,000.00 6,231.03 411.6%
710.000 Staff Membership Dues 9,283.68 9,500.00 (216.32) 97.7%
FY 2022% of TOTALBudgetVarianceBudgetBudget
·
805.173 · In-kind Expense 1,999.00
Total 808.600 · Able IF 2025 105,359.20 120,000.00 (14,640.80) 87.8%
Profit & Loss byClass
739.000 · Amortization Expense 23,768.53
615.000 · Miscellaneous Income 10,410.40 - 10,410.40 100.0% 603.400 · Noncash/In-Kind Contributions 1,999.00 - 1,999.00 100.0%
701.230 · Cell Phone Reimbursement 4,891.00 - 4,891.00 100.0%
Accrual Basis The Able Trust
·
701.200 · Payroll Processing/Reports Fee 339.50 1,200.00 (860.50) 28.3%
July1, 2021 through June 30, 2022
731.000Expense·
Total 603.008 · Investment Income 1,686,958.24 1,800,000.00 932,891.50 93.7% 610.016 · Income Principal Stock 346.71 - 346.71 100.0% 603.013 · Other Income
Total 603.014 · Gain/Loss on Investments 932,891.50 - 932,891.50 100.0%
·
701.240 · Allowance for Incentives - - 0.0%
·
·
Interest Expense 3,723.48
712.000 Webinars 15.00 3,000.00 (2,985.00) 0.5%
701.000 · Salaries 586,864.63 622,750.00 (35,885.37) 94.2%
Total 703.100 · STD/LTD/Life Insurance 4,096.12 7,865.00 (3,768.88) 52.1%
701.002 · Compensation
808.600 · Able IF 2025
703.101 Employee STD/LTD 3,541.72 6,655.00 (3,113.28) 53.2% 703.102 · Employee Life Insurance 554.40 1,210.00 (655.60) 45.8%
·
·
730.000 Invest & Bank Account Charges 119,399.41 203,201.04 (83,801.63) 58.8%
Gross Profit 2,414,193.93 1,056,568.21 1,357,625.72 228.5%
·
750.000 Computers & Equipment 2,730.05 4,900.00 (2,169.95) 55.7% 750.100 Software & Licenses 17,729.21 18,500.00 (770.79) 95.8% 755.000 Endowment Funds/Invest Mgmt
808.601 · Data/Economic Analysis 105,000.00 100,000.00 5,000.00 105.0% 808.602 · Able IF Travel 359.20 20,000.00 (19,640.80) 1.8%
701.220 · Severance Pay 7,114.62 - 7,114.62 100.0%
701.250 · Finance, HR & Record Keeping 67,890.00 70,000.00 (2,110.00) 97.0% 702.000 · Payroll & Unemployment Taxes 45,325.81 62,549.38 (17,223.57) 72.5%
704.000 401(k) Match & Expenses 8,840.35 34,070.58 (25,230.23) 25.9%
·
·
Page 2 of 5Unaudited for Management Purposes Only
703.001 · Employee Health Insurance 36,716.77 60,278.17 (23,561.40) 60.9% 703.002 · Employee Dental Insurance 1,317.75 4,270.29 (2,952.54) 30.9%
Total 603.013 · Other Income 12,409.40 - 12,409.40 100.0%
711.000 Staff Travel & Outreach 18,681.09 30,000.00 (11,318.91) 62.3%
Total Income 2,414,193.93 1,056,568.21 1,357,625.72 228.5%
703.000 · Employee Health/Dental Ins.
802.100 · Grant Obligations - HS/HT
· Grant Obligations - HS/HT
Total 802.100 AT/VR 916,735.46 946,000.00 (29,264.54) 96.9% 7,750.00 10,000.00 (2,250.00) 77.5%
790.000 · Telephone/Internet 3,780.16 9,000.00 (5,219.84) 42.0%
758.400 · Insurance Worker's Compensatio 1,629.00 2,213.00 (584.00) 73.6%
766.001 · Auditor Fee 27,051.00 -
776.101 · State Storage Document Destruct 196.94 3,000.00 (2,803.06) 6.6%
793.001 · Board Retreats 4,643.72 10,000.00 (5,356.28) 46.4%
Total 794.000 · CEO Program Management/Research 13,870.87 17,000.00 (3,129.13) 81.6%
803.303 · Grants - Sponsorsips
758.200 · Insurance - LiabilityUmbrella 2,171.19 2,083.33 87.86 104.2%
758.300 · Insurance Directors & Officers 2,404.00 2,500.00 (96.00) 96.2%
774.000 · Postage 525.56 1,000.00 (474.44) 52.6%
794.030 · CEO Memberships 2,678.32 2,000.00 678.32 133.9%
802.200 · Grants - HS/HT Continuation AT
793.000 · Board Related Expenses Other 544.38 793.050 · QuarterlyMeetings 169.31 1,000.00 (830.69) 16.9%
758.100 · Insurance - BOP,Auto,Event Canc 7,035.17 6,376.57 658.60 110.3%
793.500 · Board Member Travel & Materials 2,079.18 - 2,079.18 100.0%
765.000 · Legal
Total 793.000 · Board Related Expenses 7,436.59 11,000.00 (3,563.41) 67.6%
794.000 · CEO Program Management/Research
Total 755.000 · Endowment Funds/Invest Mgmt 4,374.04 - 4,374.04 100.0% 758.000 · Insurances - non-health
765.400 · Legal Contingency 450.00 35,000.00 (34,550.00) 1.3%
790.101 · IT Support - Form 1099-NEC 6,102.73 - 6,102.73 100.0% 793.000 · Board Related Expenses
780.000 · DVR/Staff Events 60,065.92 48,000.00 12,065.92 125.1% 781.000 · Other Support to DVR 20,000.00 70,000.00 (50,000.00) 28.6% 138,500.00 138,500.00 - 100.0% 76,575.90 50,000.00 26,575.90 153.2% AT/VR 379,723.46 537,012.00
802.300 · Grants - HS/HT VR Funded
765.000 · Legal - Other 87.50 2,500.00 (2,412.50) 3.5%
Total 766.000 · Audit & Tax 28,636.00 29,950.00 (1,314.00) 95.6%
776.104 · Copier maintenance & ovrg fee 1,298.81 1,900.00 (601.19) 68.4%
801.000 · Grant Obligations - Prior FY
Page 3 of 5Unaudited for Management Purposes Only
Profit & Loss byClass
765.200 · Lobbying 34,709.58 35,000.00 (290.42) 99.2%
July1, 2021 through June 30, 2022
The Able Trust
Total 758.000 · Insurances - non-health 13,239.36 13,172.90 66.46 100.5%
FY 2022% of TOTALBudgetVarianceBudgetBudget
775.000 · Printing 1,579.23 1,000.00 579.23 157.9%
770.000 · Office Supplies 2,744.75 3,000.00 (255.25) 91.5%
776.100 · Rent - Office Space 77,460.21 112,403.25 (34,943.04) 68.9%
794.010 · CEO Meetings/Travel/Misc Exp. 11,192.55 15,000.00 (3,807.45) 74.6%
755.625 · Endow-Griffith Holdings Fees 4,374.04 - 4,374.04 100.0%
802.010 · Donor Directed Grants
Total 765.000 · Legal 537.50 37,500.00 (36,962.50) 1.4%
766.000 · Audit & Tax
766.200 · Forms 990 & 5500 Filing 1,585.00 -
Accrual Basis
Profit & Loss byClass
808.510 · Support to Regional Networks 74.64 - 74.64 100.0% 808.515 · Projects & Consultants 54,000.00 50,000.00 4,000.00 108.0% 808.520 · Resources & Supplies 8.51 - 8.51 100.0%
805.000 · Advertising
The Able Trust
Total 805.000 · Advertising 12,004.67 25,000.00 (12,995.33) 48.0%
Total 807.100 · HSHTThe Able Trust 35,339.54 20,000.00 7,504.83 176.7%
Other Income/Expense Other 603.015Income·Gain/Loss Investments-Private 662.001 · Realized Gain/Loss Invest-Priva 24,693.13
805.300 · Fundraising & Donor Development 6,197.87 - 6,197.87 100.0% 807.100 · HSHT The Able Trust
Total 808.500 · ABLE Network 54,083.15 50,000.00 4,083.15 108.2% 810.310 · Miscellaneous Expense 472.00 738.000 · Depreciation 4,742.35 4,500.00 242.35 105.4% 820.000 · Loss on Disposal/ Fixed Assets 112,099.75 - 112,099.75 100.0% 2,853,710.61 (204,941.95) 95.2% (303,194.10) (1,797,142.40) 1,562,567.67 16.9% - 24,693.13 100.0% (586,867.39) - (586,867.39) 100.0% (562,174.26) - (562,174.26) 100.0% 50,000.00 50,000.00 - 100.0% 50,000.00 - 100.0%
FY 2022% of TOTALBudgetVarianceBudgetBudget
807.601 · DEAM Events 1,658.98 2,000.00 (341.02) 82.9% 807.604 · DEAM-Printing & Supplies 98.88 - 98.88 100.0%
807.160 · Travel-Vice President 3,252.97 - 3,252.97 100.0%
807.600 · DisabilityEmpl Awareness-DEAM
602.001 · Endowments & Bequests 602.101 · Endowment Contrib-Private Accts 602.196 · Account Contribution McKeon 602.197 · Account Contribution Pettengill
805.135 · Website Maint. & Updates 11,601.95 25,000.00 (13,398.05) 46.4% 805.000 · Advertising - Other 402.72 - 402.72 100.0%
Total 807.121 · HSHTTravel 6,121.00 - 6,121.00 100.0%
Total 807.200 · HSHTStudent Initiatives 7,828.48 6,000.00 1,828.48 130.5%
Total Expense 2,717,388.03
807.150 · HSHT Annual Training 16,891.78 20,000.00 (3,108.22) 84.5%
Net OrdinaryIncome
Page 4 of 5Unaudited for Management Purposes Only
July1, 2021 through June 30, 2022
805.122 · Solicitation License Renewal 200.00 200.00 - 100.0%
Total 602.101 · Endowment Contrib-Private Accts 50,000.00
Total 807.600 · DisabilityEmpl Awareness-DEAM 1,757.86 2,000.00 (242.14) 87.9%
Total 603.015 · Gain/Loss Investments-Private
807.200 · HSHT Student Initiatives
807.100 · HSHT Other 2,868.03 807.121 · HSHT Travel
807.145 · HSHT Supplies & Postage 6.23 -
808.500 · ABLE Network
Accrual Basis
Total 807.100 The Able Trust - Other 4,492.05 4,492.05 100.0%
661.001 · Unrealized Gain/Loss Inv Privat
807.204 · BAC Devel/Speech Research 3,062.50 - 3,062.50 100.0% 807.200 · HSHT Student Initiatives - Other 4,765.98 6,000.00 (1,234.02) 79.4%
Total 663.001 · Invest Private Endow Int/Div 173,862.07 150,000.00 23,862.07 115.9%
Total 602.001 · Endowments & Bequests 50,000.00 50,000.00 - 100.0% 661.000 · Endow. Unrealized Loss/Gain (4,329,304.68) - (4,329,304.68) 100.0% 663.001 · Invest Private Endow Int/Div 663.200 · Invest Private-Int/Div-Donor 663.194 · Invest Private-Int/Div-Gallimor 28,119.78 663.195 · Invest Private Int/Div-Hibbard 19,179.49 663.196 · Invest Private Int/Div-McKeon 41,197.26 663.197 · Invest Private Int/Div-Petteng 2,705.37 663.198 · Invest Private Int/Div-Thomas 43,133.80 663.199 · Invest Private Int/Div-Ward 32,043.23 663.192 · Invest Private Int/Div-LeRoy 7,483.14 663.001 · Invest Private Endow Int/Div - Other 150,000.00 (150,000.00) 0.0%
Total Other Income (4,667,616.87) 200,000.00 (4,867,616.87) -2,333.8% Other 730.501Expense·Managed Account Fees 18,591.02 - 18,591.02 100.0% 730.502 · Managed Acct Able Trust Adm Fee 49,631.09 - 49,631.09 100.0%
Net Other Income (4,735,838.98) 200,000.00 (4,935,838.98) -2367.9% (5,039,033.08) (1,597,142.40) (3,373,271.31) 315.5%
Total Other Expense 68,222.11 - 68,222.11 100.0%
The Able Trust
Profit & Loss byClass
July1, 2021 through June 30, 2022 FY 2022% of TOTALBudgetVarianceBudgetBudget
Accrual Basis
Page 5 of 5Unaudited for Management Purposes Only
Total Current Assets/Bank Accounts 1,270,542.78 1,449,255.68 1,182,940.51 266,315.17 -
·
·
Current Assets/Bank Accounts 108.000 · The First Reserve 632,008.56 711,317.63 711,317.63 109.000 · The First Operating 45,653.38 50,147.17 50,147.17 109.200 · The First Admin Sinking 287,038.25 421,396.90 421,396.90 109.001 · Petty Cash 62.81 78.81 78.81 110.061 · Morgan Stanley Smith Barney (2) 178,376.76 207,309.36 207,309.36 110.200 · Wells Fargo 127,403.02 59,005.81 59,005.81
Fixed Assets205.000 · Computers 33,438.24 19,829.88 19,829.88 208.100 · Leaseholder Improv (T'ville Rd) 164,921.13 -211.000 Furniture & Fixtures 132,880.79 94,079.70 94,079.70 230.000 Accumulated Depreciation (210,977.51) (110,489.03) (110,489.03)
Total Long Term Assets 658,311.99 773,700.99 - 773,700.99 -
TOTAL UNRESTRICTED ASSETS 25,180,395.70 21,029,035.56 1,324,755.82 19,512,407.08 -
Page 1 of 2Unaudited for Management Purposes Only
The Able Trust Balance Sheet
Current Assets/Accounts Receivable 12000 · Undeposited Funds 2,500.00 2,500.00 120.001 · Accounts Rec - General 5,000.00 73,030.00 120.007 · Accounts Rec - SOF/DOE/VR 137,455.75 137,455.75 137,455.75 120.008 · Accounts Rec - Endowment Admin Fees 14,072.95 10,700.68 10,700.68 128.000 · Prepaid Expense 9,242.09 6,875.00 6,875.00
ASSETSUNRESTRICTED
·
·
·
·
Long Term260.000Assets·Present Value-Deferred Contrib. 658,311.99 773,700.99 773,700.99
As of June 30, 2022
June 30, 2021June 30, 2022 UNRESTRICTEDRESTRICTED RESTRICTEDPARTIALLY
Total Other Current Assets 22,847,388.41 18,334,935.17 - 18,334,935.17 -
State Endowments110.061·Morgan Stanley Smith Barney (2) 11,336,065.92 9,097,336.36 9,097,336.36 110.200 · Wells Fargo 11,511,322.49 9,237,598.81 9,237,598.81
Total Fixed Assets 120,262.65 3,420.55 3,420.55 -Other Assets258.100 Accumulated Amortization (23,768.53) 258.000 Lease Asset 142,611.19 250.100 Surety Deposit (Thomasville Rd) 4,000.00 4,200.00 4,200.00 255.000 · Rec. re:Griffith Ins. Policy Estimated 97,750.00 97,750.00 97,750.00 257.000 PFG Stock (273 shares @ $59.96) 16,369.08 16,369.08 16,369.08 Total Other Assets 118,119.08 237,161.74 118,319.08 - -
Total Current Assets/Accounts Receivable 165,770.79 230,561.43 20,075.68 137,455.75 -
Total Managed Funds - as fiduciary 400.07 - - - -
June 30, 2021June 30, 2022 UNRESTRICTEDRESTRICTED
Able
Private Endowments110.020·Pettengill Ability Fund 5.30 5.30 5.30 110.216 · McKeon Ability Fund 784,727.21 636,460.72 636,460.72 110.217 · Ward Ability Fund 617,559.36 430,563.22 430,563.22 110.215 · Hibbard Ability Fund 367,480.29 312,516.56 312,516.56 110.231 · Gallimore Ability Fund 629,885.72 557,399.00 557,399.00 110.232 · Thomas Ability Fund 874,102.07 771,372.30 771,372.30 110.233 · Pettengill Ability Fund 80,820.90 26,291.01 26,291.01 26,291.01 110.234 · LeRoy Ability Fund 166,668.76 145,199.88 145,199.88
TOTAL MANAGED FUNDS ANDASSETS RESTRICTED AND UNRESTRICTED 28,702,045.38 23,908,843.55 1,324,755.82 22,392,209.77 26,296.31
As of June 30, 2022
LIABILITIES &
RESTRICTEDPARTIALLY
Total Long Term Liabilities 116,934.67
Total
Managed Funds for 320.106Distribution·Employee PreTax Managed Funds 400.07 -
Managed Funds - as 106.000fiduciary·FSA-Employee PreTax Acct 400.07 - -
The Trust Balance Sheet
TOTAL LIABILITIES 743,686.55 1,003,590.80 42,422.93 845,840.03 -
Total Current Liabilities 84,974.27 112,954.92 42,422.93 72,138.82 -
Total Deferred Inflow of Resources 658,312.21 773,701.21 - 773,701.21 -
Total Endowments 3,521,249.61 2,879,807.99 - 2,879,802.69 26,296.31
Total Managed Funds for Distribution 400.07 - - -Long Term330.000Liabilities·Lease Liability 116,934.67
Deferred Inflow of 270.000Resources·Deferred Inflow of Resources 658,312.21 773,701.21 773,701.21
EquityRetained Earnings 1,436,077.48 5,084,098.20 690.000 · Fund Balance 22,860,187.63 22,860,187.63 Net Revenue 3,662,093.72 (5,039,033.08) Equity 27,958,358.83 22,905,252.75 - -TOTAL LIABILITIES & EQUITY28,702,045.38 23,908,843.55
CurrentEQUITYLiabilities320.000·Accounts Payable 14,129.51 42,422.93 42,422.932110 · Direct Deposit Liabilities (1,606.83) 320.994-999 · Payroll Liabilities (105.24) 1,188.82 1,188.82 329.000 · Accrued Leave 20,950.00 20,950.00 20,950.00 321.000 · Unearned Revenue 50,000.00 50,000.00 50,000.00
TOTAL ASSETS ANDENDOWMENTS 28,701,645.31 23,908,843.55 1,324,755.82 22,392,209.77 26,296.31
Page 2 of 2Unaudited for Management Purposes Only
Steve Harrod and Greg Burchell from Morgan Stanley Smith Barney presented a 2022 update on our investments and provided projections for year-end and 2023 performance. They predicted that 2022 market adjustments will be seen as “The Great Recalibration”. Copies of their reports are available for the full board upon request.
FY2023, 1st Quarter Committee Reports
In August, Board Director Alexis Doyle cohosted a legislative luncheon along with Senator Danny Burgess. We were able to present our new strategic direction and answer questions from the legislators. The committee considers this a very successful event and are recommending that similar events be hosted by other board members. Staff can support the logistics, and we can target specific leaders after the November elections.
Agreed to move the in-person board retreat from November 2022 to late March/early April, 2023 in conjunction with the High School High Tech annual conference and Project Venture state competition. This will allow us to leverage travel and meeting resources and provide the opportunity for board members to attend Project Venture.
Spring Impact Consultant Overview of Lean Impact process
Grant Committee, 8/22/2022
o Amy Ragsdale and Meredith Lobel, the Spring Impact consultants working with The Able Trust to implement the Lean Impact methodology in the grant making of The Able Trust provided a high-level overview of the process.
Executive Committee and Finance Committee, 8/30/2022
Accepted FY2022 End-of-Year financial reports
Legislative Committee, 8/23/2022
The committee will meet in a separate special meeting to discuss the process for an annual CEO evaluation.
Through the summer, Allison and Alan Suskey have been holding meetings with House staff to answer questions and provide information regarding our new strategic direction. We have held three meetings, and Board Director Todd Jennings was able to attend our most recent meetings. These have been productive dialogue in preparation for reauthorization. We held one meeting with Senate staff which included Brent McNeal and FDOE Sr. Chancellor Henry Mack. Senate staff reported that they have sufficient information to write the reauthorization bill analysis.
o Lean Impact will be used to address two issues/problems based on the research currently being conducted in FY23.
Alan Suskey reported that we will wait until after the November elections to target potential bill sponsors for reauthorization.
Agreed to move the dates of board and committee meetings due to summer hiatus. The approved dates are included in the September Board packet.
Board of Directors
Approved FY2023 Budget Amendments for full board and VR approval.
Project Venture Sponsorships $30k goal FY23
Legislative/ State Appropriations $250 thousand needed FY23
HSHT Site Sponsorships $40k goal FY23
Disney Impact Grant $100k (pending)
AT&T $20k plan to renew
Marketing & Development (Ongoing)
o In planning:
Wells Fargo $10k (pending)
Florida SBDC Network: Training Model and ongoing partnership funding
Project Based Revenue: $150 thousand needed FY 23
o Gifts and Unrestricted Donations $10,300
Grants: $100 thousand needed FY 23
The Able Network
o None secured at this time but targeting CareerSource Florida for renewal of partnership funding $20k
o $250k – awarded for Inclusive Florida research
Sponsorships & Unrestricted: $150 thousand needed FY23
Please see attached Communications and Engagement updates and Calls to Action.
o We have brought on Ovid Solutions as our Grant consultant and plan to pursue several more grant opportunities this year for Inclusive Florida HSHT
Visit Florida’s Magical Dining funding is estimated to bring more than $200 thousand
o We are starting the year off great with three grants in process that will take us beyond our revenue need for Grants
o DEAM Sponsorships: Goal of $30K $7500 secured $20k pending
o The Able Trust serves as fiduciary for the Pettengill endowment, and each year is required to make disbursements based on a list provided by Mr. John Pettengill. The Pettengill endowment paid out $50,000 to 13 different organizations in Florida.
Approval of Pettengill endowment disbursement.
Respectfully submitted, Laurie Sallarulo Board Chair
Confirmation of CEO Salary
voted to appoint Allison as the President & CEO at the June 30, 2021 meeting. Allison’s salary remained $135,000 with this appointment. This is confirmed by The Able Trust Board on September 15, 2022.
The Able Trust Board of Directors voted to appoint Allison Chase as the Interim President at the December 16, 2020 meeting. At the time Allison’s salary was $135,000 and remained at that Thelevel.Board
November 2022
o Marketing & Development – February 15, Time TBD
o Marketing & Development – May 9, Time TBD
August 2022 - complete
o Grants – May 16, 3:30 – 4:30 PM
o Executive/Finance – May 2, 8:30 – 9:30 AM
FY2023 Committee Meetings
June 1, 2023 9:00 AM - Noon - Online
Late March/Early April 2023 – In-Person Retreat in conjunction with HSHT Conference & Project Venture, Tampa
o Legislative – November 22, 8:30 – 9:30 AM February 2023
o Legislative – May 23, 8:30 – 9:30 AM
December 7, 2022 1:00 – 4:00 PM – Online
FY2023 Board Meetings
September 15, 2022, 9:00 AM – Noon – Online
o Executive/Finance – November 1, 8:30 – 9:30 AM
o Grants – November 15, 3:30 – 4:30 PM
o Grants – February 22, 3:30 – 4:30 PM
o Marketing & Development – November 8, Time TBD
o Executive/Finance – February 7, 8:30 – 9:30 AM
o Legislative – February 29, 8:30 – 9:30 AM May 2023
1 Cash on Hand 2 Cash on Hand prior FY @ 6/30 462,199.06 710,066.00$ 710,066.00$ 3 Sinking Fund 434,062.59 421,354.30$ 421,354.30$ 4 Cash in Public Investment Accounts prior FY @ 6/30 222,061.62 222,061.62$ 222,061.62$ OrdinaryIncome/Expense 5 Endowments & Bequests 6 Endowment Contributions (Private Accounts) - -$ 7 New Funds - -$ 8 Managed Account Contributions 50,000.00 50,000.00$ 50,000.00$ 9 Fees Earned for Managing FamilyFunds (1.5%) 45,182.62 51,470.00$ 51,470.00$ 10 Grants 11 New Grants 20,000.00 100,000.00$ 100,000.00$ 12 Grants from prior period - -$ 13 Project-Based Revenue Sources 7,500.00 150,000.00$ 150,000.00$ 14 Sponsorships & Unrestricted Gifts 150,000.00$ 150,000.00$ 15 State Appropriations or Other Federal/State/Local Sources 549,823.00 799,823.00$ 799,823.00$ 16 Investment 17Investments:IncomeState Endowment1,800,000.00 1,555,483.00$ 1,555,483.00$ 18 Investments: Private Endowments 150,000.00 235,388.00$ 235,388.00$ 19Total Income3,740,828.89$ 4,445,645.92$ 4,445,645.92 20 Expense 21 DVR Support & Activities 22 DVR/Staff Events 48,000.00 48,000.00$ 60,000.00 VR Request 23 Business Engagement & CapacityBuilding 70,000.00 70,000.00$ 70,000.00$ 24 Grants, Support & Sponsorships 25 Grants 138,500.00 -$ 26 Managed Account Distributions $ 27 Donor Directed Grants 50,000.00 50,000.00$ 50,000.00$ 28 Sponsorships 10,000.00 20,000.00$ 20,000.00$ 29 Programs & Projects 30 Able Network (Business, Providers, & Educators) 50,000.00 -$ 31 High School High Tech - -$ 32 Grants to Sites 946,000.00 946,000.00$ 946,000.00
FY2021-22BudgetApproved FY2022-23BudgetProposed AmendmentsNotesProposed
The Able Trust Budget FY2023
33 HS/HT Annual Training 20,000.00 30,000.00$ 30,000.00$ 34 Project Venture 6,000.00 25,000.00$ 25,000.00$ 35 HS/HT Educational Materials 1,000.00 1,000.00$ 1,000.00$ 36 HS/HT Supplies &Postage 1,000.00 1,000.00$ 1,000.00$ 37 HS/HT Travel 15,000.00 15,000.00$ 15,000.00$ 28 Young Professionals Network 1,000.00 -$ 39 DEAM (DisabilityEmployment Awareness Month) 2,000.00 25,000.00$ 25,000.00$ 40 Inclusive Florida -$ 41 Research/Data Analysis 120,000.00 100,000.00$ 100,000.00$ 42 Innovation Grants & Projects 250,000.00$ 250,000.00$ 43 Content Experts 50,000.00$ 50,000.00$ 44 Think Tank Expenses 20,000.00$ 20,000.00$ 45 Trainings & Events 20,000.00$ 20,000.00$ 46 2023 Summit Planning 20,000.00$ 20,000.00$ 47 Travel 20,000.00$ 20,000.00$ 48 Fundraising & Donor Development 200.00 250.00$ 250.00$ 49 Endowment Funds & Investment Management 50 Investment & Bank Account Charges 203,201.04 203,201.04$ 203,201.04$ 51 Marketing & Communications 52 Publications - -$ 53 Webinars 3,000.00 3,000.00$ 3,000.00$ 54 Website 25,000.00 8,500.00$ 8,500.00$ 55 Marketing & Support Materials 3,500.00 3,500.00$ 5,000.00 Added Reports 56 Marketing, PR, Communications - -$ 5,000.00 Paid Marketing 57 Board Related Expenses 58 Board & Committee Meetings 1,700.00 5,000.00$ 5,000.00$ 59 Board Retreats 10,000.00 12,000.00$ 12,000.00$ 60 CEO Program Management [see 413.615(9)j FS] 61 CEO Travel 10,000.00 15,000.00$ 24,000.00 $2k/month 62 CEO Memberships & Registrations 2,000.00 2,000.00$ 2,000.00$ 63 Operations & Overhead 64 Office 112,403.25 60,000.00$ 70,000.00 Office Renovations 65 State Storage Facility(or destruction) 3,000.00 1,000.00$ 1,000.00$ 66 Furnishings, Equipment & Software - -$ 67 Furniture - -$ 68 Computers & Equipment 4,900.00 6,000.00$ 6,000.00$ 69 Copier 1,900.00 3,000.00$ 3,000.00$ 70 Depreciation 4,500.00 4,500.00$ 4,500.00$ 71 Loss on Disposal/Fixed Assets - -$ 72 Software & Licenses 18,500.00 18,500.00$ 18,500.00$ 73 Insurances - non-health - -$ 74 BOP &Business Auto 6,376.57 6,567.87$ 6,567.87 75 Directors & Officers 2,500.00 2,575.00$ 2,575.00 76 ERISAbond-401K - -$ 77 LiabilityUmbrella 2,083.33 2,145.83$ 2,145.83 78 Worker's Compensation 2,213.00 2,279.39$ 2,279.39
105
87
Staff Memberships & Registrations 9,500.00 15,000.00$ 15,000.00$ Staff Training & Development 2,000.00 8,000.00$ 8,000.00$ Staff Travel & Outreach 20,000.00 30,000.00$ 48,000.00 82 Telephone & Internet 9,000.00 9,000.00$ 9,000.00$ Printing & Mailing 2,000.00 2,000.00$ 2,000.00$ Office Supplies 3,000.00 3,000.00$ 5,000.00
95
99
81
84
86
Staffing & Consultants Salaries 622,750.00 730,000.00$ 730,000.00$ Benefits - -$ 88 Health Insurance 60,278.17 64,497.64$ 64,497.64 89 Dental Insurance 4,270.29 4,569.21$ 4,569.21 Life Insurance 1,210.00 1,294.70$ 1,294.70 Short Term Disability/Long Term Disability 6,655.00 7,120.85$ 7,120.85 92 401(k) Match & Expenses 34,070.58 36,455.52$ 36,455.52 93 Payroll Taxes & Expenses 62,549.38 66,927.84$ 66,927.84 94 Payroll Processing Fees 1,200.00 1,200.00$ 1,200.00 Consultants & Contractors - -$ 96 Finance &Record-keeping 70,000.00 70,000.00$ 70,000.00$ Grant Writing - 30,000.00$ 48,000.00 Audit &Tax 29,950.00 29,950.00$ 29,950.00$ IT Support 7,500.00 12,000.00$ 12,000.00$ 101 Lobbying 35,000.00 50,000.00$ 72,000.00 102 Legal 2,500.00 2,500.00$ 2,500.00$ 103 Total Expense 2,878,910.61 3,243,534.89$ 3,341,034.89 $97,500 Additional 104 Expenditures Net OrdinaryIncome 861,918.00 1,202,111.03$ 1,109,611.00
91
79
80
100
85
90
83
97
INTRODUCTION
The Able Trust has committed to a strategic goal to close the labor force participation gap for Floridians with disabilities by 10 percentage points in the next 10 years. To bolster and accelerate its reach, The Able Trust will use the Lean Innovation model as a way to hypothesize, test, and iterate solutions to the challenges and barriers within Florida’s vocational rehabilitation and disability employment systems.
The following document outlines how Spring Impact will support The Able Trust team to learn and integrate this approach, ultimately building a discipline of testing and learning to reveal viable, scalable solutions in service of The Able Trust mission.
Spring Impact is a nonprofit consulting firm focused on social impact at scale. Spring Impact has helped over 250 organizations across all sectors identify, design, and implement the right strategies and models to help them solve societal problems on a much larger scale. We partnered with Ann Mei Chang, leading expert on social innovation and author of Lean Impact: How to Innovate for Radically Greater Social Good, to develop our Lean Innovation practice.
ABOUT SPRING IMPACT 1
The Able Trust Grants Committee
ABOUT SPRING IMPACT
Lean Innovation Overview
PROJECT OBJECTIVES AND OUTCOMES 2
INDEX
INTRODUCTION 1
LEAN INNOVATION METHODOLOGY 3
PROJECT TIMELINE 3
TEAM BIOS 3
● Assist The Able Trust to establish the skillset and culture for rigorous experimentation ongoing, so the team can continue to apply Lean Innovation methods beyond the engagement
● Support The Able Trust team to test, iterate, and validate solutions using the Lean Innovation Model to exponentially increase employment outcomes
● Qualitative and quantitative data for at least three experiments with target constituents and partners, which will test the potential solution’s viability and iterate to improve scalability based on real-world data and constituent feedback
● Core group of The Able Trust Team members with deep expertise in Lean Innovation methodology
PROJECT OBJECTIVES AND OUTCOMES
Objectives of the engagement include:
● Provide a thorough training of the Lean Innovation methodology, rooted in the scientific method of testing and learning
● Deep Lean Innovation Support – Spring Impact supports organizations to develop innovative models and scale their impact. For example, Spring Impact coached the Dream Corps TECH team to develop a national program that cultivates future leaders and entrepreneurs from underrepresented backgrounds, creating a pipeline of diverse talent to shift the culture of the US tech sector.
Outcomesdurationofthe
● Innovation Functions and Training the Trainer - Spring Impact supports organizations and foundations to build internal Innovation Functions or external Innovation Funds. For example, Spring Impact partnered with the largest US-based reproductive justice organization to collaboratively design their Innovation Function’s operating structure, stage gates, and criteria to source and incubate internal innovative solutions.
Spring Impact works with our partners to iteratively develop models and solutions for impact at scale. Recent project examples include:
engagement include:
● Lean Innovation Training – Spring Impact supports foundations with portfolio-wide Lean Innovation virtual training. For example, Spring Impact partnered with Schmidt Futures and Blue Meridian to offer training about Lean Innovation methodology to their grantees.
● Defined critical metrics that underpin the sustainability, viability, and desirability for The Able Trust’s most promising inclusive employment innovations and solutions
Solutions that scale successfully hit the sweet spot between value, impact, and financial sustainability. In general, the social sector spends the majority of its effort ensuring impact, without giving needed attention to value and scale. Without designing for value and scale, many impactful interventions fail to scale to a meaningful size.
Value: Will people (both constituents, stakeholders, and payers) want the solution and stick with the solution?
Lean Innovation is a methodology centered on constituents, committed to rapidly learning and testing ‘in the field,’ and scaling impact to meet the size of the social challenge. Three key principles are the backbone of Lean Innovation Methodology:
1. Think big – Define an audacious goal relative to the size of the societal problem we seek to address. Note: The Able Trust completed this step as part of their Strategic Plan.
LEAN INNOVATION METHODOLOGY
Scale: Can the solution reach a meaningfully sufficient percentage of the target population? Is there a sustainable financial model?
Developing a solution that hits the sweet spot of value, impact, and scale all at the same is difficult. Rather than crafting a beautifully detailed design and expecting it to work as planned, the Lean Innovation Methodology focuses on identifying the biggest risks or assumptions, then methodically designs and runs experiments to test them as quickly and cheaply as possible. Good experiments are minimum, viable, and specific.
Figure 1: Sweet spot for scale
2. Start Small – Quickly build minimum and viable products that test a solution’s scalability in the real-world within days. Define success in advance (i.e., critical metrics) and capture qualitative and quantitative results.
3. Relentlessly Seek Value, Impact, and Scale – Continuously iterate until real-world experiments identify how to achieve critical metrics for value, impact, and scale.
Figure 2: Build, Test, Respond Feedback Loop
Respond: Choose to iterate, pivot, or scale up based on the results of your experiment.
Build: Create the smallest viable prototype that allows the potential solution to be tested through constituent and stakeholder behavior, rather than asking for opinions.
Test: Engage a small number of constituents or stakeholders and measure qualitative and quantitative data.
Impact: Does the solution advance equity and make people’s lives better in the long-term?
TEAM BIOS
Amy Ragsdale is the Head of Spring Impact’s Lean Innovation Practice. She helps social impact organizations innovate for transformational change by continuously testing the value they provide constituents, resulting impact, and requisite funding models. Recent projects include partnering with Mastercard Foundation to design a Lean Innovation Scale Fund, Google’s Schmidt Futures Foundation to train their portfolio in lean experimentation, and Planned Parenthood Federation of America to incubate and scale up interventions for sexual and reproductive wellbeing.
Meredith Lobel is a Senior Advisor to Spring Impact, drawing on 20 years of experience in business design, management, and strategy to design systems that unleash innovation and foster equity. She has a proven track record helping non-profit organizations, Foundations, start-ups, and Fortune 500s realize their visions and catalyze their growth. She also previously served as the Director of Innovation at High Start Group, a strategy consulting firm that specializes in leveraging human-centered experience design to help organizations perfect the ‘fit’ between their products
Once teams have a steady supply of behavioral data, they can confidently assess and prioritize different solutions and pathways to scale. Each experiment informs a decision to iterate (make improvements to the solution based on learnings), pivot (try a new option if key assumptions about the solution are invalidated), or scale up (focus on rolling out the solution to reach as many Floridians as possible).
The built-test-respond feedback process quickly reveals which pathways hold less promise and, without wasting resources, helps organizations rapidly and objectively reorient towards more promising ones.
PROJECT TIMELINE
or services and the market need. Meredith began her career with six years as a general manager focused on social entrepreneurship at the leading international non-profit organization, Ashoka. In addition to managing a global team in 15 countries, she built the first global platform for open-sourced social innovation.
In line with the theme, we are printing disposable coffee cup sleeves that will be distributed around the state. As people are enjoying their coffee (or tea) on their way to a business meeting or the next stop on their travels, we hope they pause to learn about The Able Trust and the hundreds of thousands of people with disability that are not in the workforce.
Primary: #cupofambition, #DEAM22, #TheAbleTrust
The Able Trust is planning to hold four webinars during the month of October. They will be focused on one of three stakeholder groups (education, employer, disability service provider). These webinars will position The Able Trust as a thought leader in the field of disability.
Disposable Coffee Sleeves
TheProclamationsAbleTrust has templates for a government proclamation for DEAM that can be utilized by a municipal or county government. A corporate statement of support has also been created that can be utilized by businesses. Both speak on the valued workforce that is people with disability.
Secondary: #NDEAM, #InclusiveFlorida
DEAM Social Media Campaign Hashtags
Able Trust DEAM Activities
This year we have elected to frame our DEAM outreach with a theme, “A cup of ambition”. Borrowed from Dolly Parton’s song 9to-5, coffee is synonymous with working, regardless of industry.
In Person Events
Disability Employment Awareness Month (DEAM) is celebrated nationwide each October. We utilize the month to really bring the focus to Floridians with disabilities as a viable, available yet underutilized talent pool in the state.
The Able Trust plans to hold two in-person events celebrating DEAM. One will be held in Jacksonville, the other will be held in either Orlando or Tampa. These will bring together multiple stakeholders (legislative, employer, disability service provider, education, person with disability) to bring light to the employment gap of Floridians with disability.
Webinar Wednesday
Disability Employment Awareness Month
The Able Trust's theme for the 2022 Disability Employment Awareness Month is "A Cup of Ambition."
Whether you can give a cup, a pot, a carafe or more, every drop of your sponsorship will go toward fulfilling The Able Trust's vision of making Florida the most disability inclusive state in the country.
See reverse for more sponsorship levels and benefits Become our exclusive Head Barista with your sponsorship of at least $20,000! Benefits include:
While October is the month we celebrate DEAM, Disability Employment Awareness is our mission all year long. As such, DEAM Sponsors will receive value from their sponsorship throughout the year. Your support of DEAM shows your company’s commitment to disability inclusion in Florida’s workforce.
Everyone should have the opportunity to go to work each day with a cup of coffee.
2022 Sponsorship Opportunities
But recent data shows only 20.4% of working age (20 64) Floridians with a disability are employed, compared to 63% of Floridians who do not have a disability. Florida's employment percentage of residents with a disability is the third-lowest of any state in the United States of America.
Sponsorship Levels & Benefits Contact Donna Wright at donna@abletrust.org for more information Thank you for supporting The Able Trust! $20,000 - Head Barista (one exclusive opportunity) $7,500 - Espresso Enthusiast $5,000 - Tea Trailblazer $2,500 - Cold Brew Believer $1,000 - Latte Leader Scan to learn more!
COMMUNICATIONS UPDATE • Website Launched – www.abletrust.org o Increasein new users o Secure site o New analytics and tracking capabilities o Added online course for employers o Launched Disability Employment Awareness Month webpage•Share website and encourage others to show their support • DEAM Campaign #cupofambition Newsletters and Other Messaging o Monthly CEO, PartnerFocus and HSHT newsletters • Please share with colleagues, other contacts • Let us know if you have any suggested topics • Click here to view past newsletters o Promotion of new report: Solving Florida's Labor Shortage: The Hidden Solution o Latest News - The Able Trust Selected as Visit Orlando Magical Dining Beneficiary Users – Website Growth in July-August
o us on your favorite platform and shareour posts the #cupofambition campaign and send us a photo holding your favorite morning beverage.
o Increasing – Audience Growth June – August 2022
Social Media
o Join
o Top Performing Social Media Posts
Follow
Engagement