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2015 Pender-Thurston Annual Report

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POWErof PLACE Pender-Thurston Education & Community Foundation Fund 2015 Annual Report

“We are convinced that great things are ahead for our community, because of your support. Thank you!” PTECFFfulldesign_D2.indd 1

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Imagine that you live in a place where ingenuity is an attraction, where one is free to believe, where minds come together to invent, creating a PLACE where people can live smarter, healthier, and happier.

“Never doubt that a small group of The Pender-Thurston community is proud of our accomplishments, thoughtful, our abilities, and our dedication to live in this type of PLACE. Our committed past was created through confidence and hope, and our future is citizens can built on determination and optimism. Whether our community is change the planning our educational and medical facilities, creating housing world; indeed, opportunities, restoring churches, or welcoming new retail, food it’s the only and recreation ventures, we know our future is only as promising as our past is proud. That is why our residents are willing to thing that become active participants — confident in the success of our already has.” community; confident that people will continue to enjoy calling this place “home.”

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– Margaret Reed

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Pender-Thurston

Education & Community Foundation Fund (PTECFF) The History of PTECFF In 2004, a small group of local leaders created a foundation that would rekindle and deepen the belief in the future of Pender and Thurston. They imagined the POWER OF PLACE with charitable giving to address current and future opportunities that make these two rural communities better places to live and work. The Pender-Thurston Education & Community Fund (PTECFF) was formed and became an affiliated fund of the Nebraska Community Foundation in 2005.

2004: A small group of local leaders envision a tool for the future of PenderThurston and PTECFF is formed

2009: PTECFF works through 5-year plan, establishing goals for the future of the community and holds first annual meeting

2005: PTECFF becomes affiliated with the Nebraska Community Foundation

2010: PTECFF holds first donors event

Why do we need an endowment? Think of the endowment as THE FUTURE FUND. Gifts to the endowment not only last forever, they also increase in size. Each year, PTECFF grants a portion of the endowment earnings to community projects, allowing the endowment to continue to grow into the future while making a direct impact in our lives today. As a result, each contribution to the endowment “keeps on giving.� The endowment is a powerful, permanent legacy that will have lasting impact in Pender and Thurston beyond our lifetimes. The endowment will remain intact forever, supporting the needs of our community as THE FUTURE FUND. Giving to the endowment now gives our community the ability to act when a worthy opportunity presents itself.

Photos throughout the annual report courtesy of Jason Sturek (Pender Times), Main Street Thirftique, Rhonda Heise, and Deb Welsh. www.NebraskaHometown.org/fund/pender-thurston PTECFFfulldesign_D2.indd 3

2013: PTECFF funds start-up costs for Main Street Thriftique

2015: PTECFF endowment nears $500,000 mark; payout for reinvestment in the community exceeds $20,000 annually 2015 Annual Report, P. 2 2/26/16 4:24 PM


community impact Our community envisions ways that we can truly make an impact for residents of today and tomorrow. We are fortunate to have a constant stream of residents working together to create a PLACE where people can live smarter, healthier and happier. Here is a look at a few of the ways the PendPTECFF MISSION: er-Thurston Education & To inspire investment Community Foundation of time, talent and treasure in enriching Fund (PTECFF) has put the quality of life for that thought process into the people of our area action the past decade.

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MAIN STREET THRIFTIQUE The Main Street Thriftique is a great example of how a simple donation of $3,500 for start-up costs for the 100% volunteer-run Main Street Thriftique has generated nearly $80,000 worth of money back into our community in its first two years of business.

COMMUNITY BETTERMENt PTCEFF makes our community a better place to live, supporting projects like: • • • •

Veterans Memorial Park Flower Pots Thurston Playground Main Street Sound System

COMMUNITY CENTER

STRATEGIC GRANTS

As the Pender Community Center comes to fruition, we support this cause to create a community where people will want to live, work, visit, and raise their families. To date, two grants have been awarded from PTECFF in support of the Community Center: one for an architectural feasibility study and one for marketing support. When this state-of- the-art facility is completed, it will serve the needs of all ages, now and into the future.

PTECFF looks for strategic grants to aid in the betterment of our community and to make our rural area survive and thrive. We continually seek ways to invest in our community now and into the future. Our goal is to continue to make this an area where families want to live and raise their families for years to come.

SCHOLARSHIPS PTECFF awards scholarships to Pender-Thurston area students who are pursuing higher education. This includes both traditional and nontraditional students. Since 2005, we have awarded 27 scholarships totaling more than $15,000 to support area students in their pursuit of further education. www.NebraskaHometown.org/fund/pender-thurston PTECFFfulldesign_D2.indd 5

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“There’s a sense of progressive approach to activities our community does. We are risk-takers. People in the community step forward to do what is needed to get things done.”

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PTECFF Financials We are convinced that great things are ahead for our community because of your support.Thank you! • Our funds are administered by local volunteers serving on the Fund Advisory Committee (FAC). • The Pender-Thurston Education & Community Foundation Fund (PTECFF) is an affiliated fund of the Nebraska Community Foundation (NCF), a 501(c)(3) corporation. This enables donors to make tax-deductible contributions to our Fund. NCF provides financial management, strategic development, and education/training services to communities, organizations ,and donor-advised funds across the state. NCF is confirmed in compliance with National Standards for U.S. community foundations.

$725,000 Total Assets (as of 12/31/15)

$477,000 permanent Endowment Account

$37,000

FAC Endowed Account

17

VOLUNTEERS on FAC

14 separate accounts managed by FAC

$52,000

larry larson education account

$39,000

Robert Clough Scholarship Account

$15,000

Amount given in scholarships

spotlight: Non-Traditional scholarship Larry Larson grew up in Pender, graduating in 1952 from Pender High School. His hometown remains special to him. In recognition of the place where he acquired his foundation for a successful career as a certified public accountant (CPA), Larry endowed the Larry Larson Educational Scholarship Fund for Non-Traditional Scholarships. Larry strongly believes that when local residents improve their employment opportunities, there is economic benefit for all. Payouts from this endowment benefit adults living and working in our community who desire to improve their skills and qualifications within their selected field. PTECFF awards several non-traditional scholarships every year. If you know of someone interested in applying, please visit with a PTECFF Board Member. www.NebraskaHometown.org/fund/pender-thurston PTECFFfulldesign_D2.indd 7

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POWERfuture

into the

The Pender-Thurston Education & Community Foundation Fund (PTECFF) provides our residents with a powerful tool to strengthen our communities today, while ensuring that we have support no matter what needs evolve in our future.

THE endowment is:

Too often we have come to believe the future is something we can buy, rather than create. PTECFF believes that most of what we need is found right here in our PLACE. We are producers as well as consumers, fostering a culture of giving. This culture is manifested in two ways – first through financial contributions and second through the contributions of gifts, skills and capacities of our local people. This combination gives us great ...

• A fund with sound financial management

POWER INTO THE FUTURE. Questions about PTECFF? Email: bwenke@hotmail.com Call: 402-385-2449

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• An advocate for OUR PLACE • A community savings account • A gift for future generations • A fund with strong leadership • A fund with broadly-defined community goals

• A fund that identifies and magnifies our communities’ assets • A fund that gives us local flexibility to respond to emerging community opportunities and needs • A fund that strengthens local democracy by calling forth the collective power of local citizens to be problemsolvers and inventors

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A special thank you to those who made donations and memorials to the Pender-Thurston Education & Community Foundation Fund during the 2015 calendar year.

2015 DonORS Tab Albus Sherry & Mike Anderson Larry & Kelly Ballinger Amy Bargholz Rusty & Brenda Bartlett Bob & Nancy Beckman Ryan & Christy Beckman Tiffany Beckman Ashley Bessmer Bill & Linda Biles Mary Biles Bowder Trucking Jolene Braymen Keith & Rita Brehmer Leon & Mary Bruns Pam Buchholz Paul & Jean Burbach Keri Suhr Cairney Brianna Carda Jill Christiansen Elaine Christiansen Faye Christiansen Art & Mary Christiansen Classic Cut Tony Crippen Jim & Sheila Dahlman Jennifer Davis Jason Dolliver Tara English Matt & Connie Felber Jerry & Blanch Fillipi Estate Dennis Frese Woody & Shirley Frey Jaima Karlen Geisert Dawn Goodman Deree & Kathleen Gralheer

Brandon & Katie Gutzmann Steve & Jeanne Hansen Andrea Hansen Deanna Hansen Marilyn Hansen Sally Hansen Clay Haymart Ken & Jan Heineman Rod & Rhonda Hiese Carol Hilker Pauline Hoffman Liz & Luke Hoffman Kim Hofmeister Elinor & Charles James Dennis & Dianne Johnson Doug & Terri Johnson George & Marjorie Johnson Lisa Johnson Jerry & Jean Karlen Tracy Keating Keith Thomsen Trucking Ron & Wanda Kelly Sean King Ron & Georgia Kinning Shauna Kinning Brandi Kolbeck Arlene Koski Randy & Janet Koski Brent & Jenni Krusemark Dustin Krusemark Lavern & Viola Kubik Neal & Emma Kubik Gary & Mary Kubik Norman & Lila Lander Rod & Ellen Lander Renee Lehmkuhl

Dayleen Liakos Joann Luedert Lisa Maise CoraLynn & Charlie Malmberg Craig & Donna Malmberg Jacki Karlen Marshall Al & Sheron Maul Joan & Duane Meister Charlene Merry Lorie & Glen Meyer Bruce & Donna Miller Audra Miller Eric & Tara Miller Randy Moeller Norman & Joan Moeller Richard Moseman Tami Nelson Megan & Thad Nixon L. G. Norman Dennis Oliver Julia Karlen Peavy Teresa Person Carol Peters Barb Preston Nadine Randall James Rasmussen Burladean Renz Larry & Mary Rihanek Harold & Marilyn Rink Derwin & Betty Roberts Terry & Lynette Roth Matt Samuelson Pat Samuelson Nancy Schmerdtmann

Janet Schopke Joye & Steve Shaffer Mike & Pat Sharp Chad & Sarah Sharp Larry & Linda Simonsen Robert Simonsen James & Tasha Smith Layton & Fawn Smith Tony & MacKenzie Smith Vicki Smith Joe & Susan Strahm Leon & Pam Stuckenschmidt Tracy Swanson Kira Swinton Lowell & Fayth Taylor Heidi Thummel Matt & Leslie Timm Lee & Jane Tonjes Marcelene Tonjes Les & Edine Vogt Lanette VonSeggern Lloyd & Carol Wageman Craig & Darlene Weborg Kent & Coleen Weborg Pat & Peggy Welsh Ray & Deb Welsh Andy Welsh Shea Welsh Bill & Maureen Wenke Vicky & Larry Westerhold Pauline Westerhold Dan & Connie Wichman Bruce & Nancy Wichman Leon & Jana Wichman

Memorials for loved ones

in honor of

Wayne Allen Erna Backowies Margaret Brazee Rey Brehmer Dale Doht Robert Fendrick

Micky Ellyson from Bev & Gene Kai

Pat Fendrick Dorothy Frese Margaret Heineman Morris Kelly Gloria Moore Eileen Myers

Pat Samuelson Winston Summers Robert Wenke Janis Zvacek

Every effort has been made to accurately acknowledge benefactors. If we have made an error, please accept our deepest apologies and contact bwenke@hotmail.com so that we can correct the error in future publications.

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the time is now The legacy and heritage of Pender and Thurston have endured for 130 years. Let’s take this tremendous opportunity to prepare for the next 130 years. Now is the time to become a donor to the Pender-Thurston Education and Community Foundation Fund (PTECFF). Remember strong, progressive communities can only be built and sustained by the people who live and work here. Help us draw on the wisdom, wealth, "An endowment talents and generosity of our own citizens. gives everything the Your investment today will ensure that Pendpossibility to work er-Thurston community is not only a great forever." place to call home, but also is a vibrant leader in our region for decades to come.

WE HAVE THE POWER OF THE FUTURE IN OUR HANDS!

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DONATE TODAY Whether you were born in this area, grew up here or are a new arrival, Pender-Thurston means home. We want to continue to preserve what a great heritage our community has and capitalize on the “The Power of Place.” Below are ways you can support our endowment campaign. Whether you give once or on an ongoing basis, every gift makes a difference!

A gift of cash

Planned Giving

Founders Gifts – Personal and/or business donation of $100 annually.

Leave a lasting legacy by including PTECFF in your financial and/or estate planning.

Cash Donation – Given at any time or on an annual basis. Can also be given in someone’s honor. Memorials – Made in memory of an individual; a special way of perpetual remembrance.

Commodities Gifts of grain or livestock may provide significant income tax savings, while benefiting the endowment. Because the property is gifted, no revenue is recognized and the cost of production may still be deducted as a business expense.

The Pender-Thurston Education & Community Foundation Fund (PTECFF) is an affiliated fund of the Nebraska Community Foundation (NCF), a 501(c)(3) corporation. This enables donors to make tax-deductible contributions to our Fund. NCF provides financial management, strategic development,and education/training services to communities, organizations, and donor-advised funds across the state. NCF is confirmed in compliance with National Standards for U.S. community foundations.

2015 PTECFF

Advisory

Committee

MEMBERS • Kelly Ballinger • Bob Rainer • Katie Gutzmann • Jason Roth • Carol Hilker • Tony Smith • Neal Kubik • Leslie Timm • CoraLynn Malmberg • Jane Tonjes • Randy Moeller • Kent Weborg

www.NebraskaHometown.org/fund/pender-thurston PTECFFfulldesign_D2.indd 11

NON-VOTING MEMBERS • Susan Jensen • Mark Lorensen • Deb Welsh • Ray Welsh • Maureen Wenke 2015 Annual Report, P. 10 2/26/16 4:25 PM


Yes! I want to see the Pender-Thurston Community continue to thrive. Please accept my donation to the Pender-Thurston Education & Community Foundation Fund (PTECFF).

Ways to donate:

General Donation – no matter how large or small, we appreciate the support! Founders Gifts – annual donation of $100 Inclusion in your will and/or estate planning (if interested, please provide contact information below) I would like to learn more about what you are doing. Please send me more information.

Donation Amount: First Name:

Last Name:

Address: City:

State:

Zip:

Email: Phone:

Please make checks payable to PTECFF and mail to: PTECFF, PO Box 662, Pender, NE 68047

The Pender-Thurston Education & Community Foundation Fund (PTECFF) is an affiliated fund of the Nebraska Community Foundation, a 501(c)(3) corporation. This enables donors to make tax-deductible contributions to our Fund. PTECFFfulldesign_D2.indd 12

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