NGCF 2021 Annual Report

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CONNECTING GENEROSITY WITH IMPACT

2021 ANNUAL REPORT


Making an Impact

TOGETHER There have undoubtably been drastic changes over the last few years. But one thing that has not changed is the generosity and engagement of the people invested in our community. While the world around us has faced challenges, the compassion of those invested in this area has remained constant. I am proud to have been the Board Chair for the North Georgia Community Foundation (NGCF) during such a critical time. I have had a prime view of seeing how the Foundation has continued to step up and supported our community, as well as reached significant milestones that deserve to be celebrated. In just the last six years, we have more than doubled the amount of assets under management, and in that same time, have tripled the amount of grants awarded to nonprofits. Today, we manage more than 480 funds mobilized to serve the community through effective grant-making. The benefit to the community through these funds is priceless, and the pandemic only served to spotlight the value of the much-needed assistance that those grants provide. NGCF’s COVID-19 grants started in 2020 and continued into 2021, amounting to nearly $1.3 MILLION in assistance. In 2021 alone, we continued with record-breaking grantmaking to create greater impact. While continuing to focus on the positive impact of our grantmaking, we also knew we needed to remain committed to building up leaders to bolster the future of these difference-making organizations. Through our G.R.O.W. Nonprofit Educational Programs, individuals were empowered to strengthen their skills in leadership to take back to the organizations and communities they serve. We also continued to actively invest in our own organization by guiding our actions and decisions to reflect the goals of our strategic plan. This report highlights the impact that the Community Foundation, our fundholders and nonprofit partners have had on our region this past year as we continued to navigate a changing world. There are many impactful opportunities ahead, and we look forward to all we can accomplish together.

Rob Fowler 2020-2021 NGCF Board Chair


NGCF’S IMPACT ACROSS OUR REGION

ASSETS UNDER MANAGEMENT

GRANTS TO NONPROFIT ORGANIZATIONS

2017

2017

$60.9 MILLION

$8.3 MILLION

2018

2018

$68.3 MILLION

$7.1 MILLION

2019

2019

$77.2 MILLION

$16.1 MILLION

2020

2020

$106.8 MILLION

$11.7 MILLION

2021

2021

$121.3 MILLION

$16.5 MILLION in grants to support a diverse range of areas, including: EDUCATION 49% SOCIAL SERVICES 33% HEALTH 7% ENVIRONMENTAL 4% RELIGION 4% ARTS & CULTURE 2% ANIMAL WELFARE 1%


Creating Change Across North Georgia THROUGH IMPACTFUL GRANTMAKING In 2021, we distributed a broad range of grants to nonprofits and programs that were actively addressing the needs facing our community.

CONTINUED SUPPORT THROUGH COVID-19 IMPACT GRANTS As the fight against COVID-19 persisted into 2021, we continued to provide grants from our NGCF COVID-19 RELIEF FUND. From March 2020 - end of 2021, NGCF awarded 123 nonprofit organizations across North Georgia with nearly $1.3 million in COVID-19 relief grants.

About five months after the pandemic began, federal funding was authorized to provide relief assistance to communities. The City of Gainesville and NGCF partnered together to help those adversely impacted by the pandemic, whether due to illness or loss of employment/wages. Using Community Development Block Grant (CDBG) funds authorized by the Coronavirus Aid, Relief and Economic Security (CARES) Act, the City and NGCF worked to distribute $175,000 of relief funding to organizations providing food and utility assistance for City residents.


OPENING DOORS TO OPPORTUNITY Receiving an Opportunity Grant allowed the Boys & Girls Clubs of Lanier (BGCL) to expand their programming into Habersham County. Because of the organization’s strong reputation for providing safe and nurturing after-school and summer programs in Hall and Forsyth counties, Habersham County representatives approached BGCL about expanding its programs into their community. With a

$75,000 NGCF Opportunity Grant, BGCL was able to open eight new sites throughout Habersham County.

RECORD-BREAKING IMPACT: COMMUNITY GRANTS Our 2021 community grant cycle awarded more than $485,000 to 39 nonprofit organizations across North Georgia. This breakthrough amount is due in part to grants from the Lillie Mae Green Fund as

well as the generosity of our NGCF fundholders who chose to support projects from the grant cycle by allocating dollars from their personal charitable funds.


IMPACT THROUGH EDUCATION FOR NONPROFITS

In 2021,

100+

nonprofit organizations

from 22 counties participated in nonprofit education and leadership development programming

The G.R.O.W. Executive Director Coaching Program graduated it’s fourth cohort of nonprofit leaders. Over the course of a year, the participants immerse themselves in monthly leadership development sessions and learn how to take their leadership, and their organization, to the next level.

FOR STUDENTS The largest amount of scholarships in NGCF’s history were awarded to deserving students across North Georgia. NGCF administered over 65 Scholarship Funds in 2021 on behalf of fundholders who desire to invest in students pursuing their educational goals.

217

scholarships awarded in 2021

Totaling

$426,500 Issued for students attending

46

colleges across

13

states.


CONSOLIDATED STATEMENTS OF FINANCIAL POSITION Fiscal Year Ended December 31, 2021

ASSETS Current Assets Cash Investments Fees receivable Prepaid expenses & deposits Total Current Assets Property & equipment, net Cash held in trust Investments held in trust TOTAL ASSETS

$7,764,367 $99,152,005 $406,865 $10,167 $107,333,404 $1,897,523 $51,368 $12,030,169 $121,312,464

LIABILITIES AND NET ASSETS Current Liabilities Accounts payable $28,331 Unearned revenue $20,500 Security deposits $640 Liabilities under split $624,329 interest agreements Total Current Liabilities $673,800 Long Term Liabilities Funds held as agency $22,155,901 endowments Liabilities under split $3,018,918 interest agreements Annuity liabilities $88,901 Total Long Term $25,263,720 Liabilities TOTAL LIABILITIES

$25,937,520

Net Assets Without donor restriction With donor restriction

$88,524,614

REVENUES, GAINS AND OTHER SUPPORT Contributions $16,052,386 Rentals $104,770 Investment revenue $4,777,325 Net realized/unrealized $5,616,228 gain (loss) on investments Change in value of split ($148,136) interest agreements Special events $161,667 Foundation fees, net $275,011 Administrative fees $292,459 Other $21,815 Total Revenue, Gains $27,153,525 and Other Support

EXPENSES AND LOSSES Program Services Grants awarded $15,195,213 Other program expense $1,213,465 Total program services $16,408,678 General and administrative $321,015 Fundraising $218,620 Costs of direct benefits $7,878 to donors Total Expenses $16,956,191 Loss on sale of property $333 and equipment Total Expenses $16,956,524 and Losses INCREASE IN NET ASSETS

$10,197,001

BEGINNING NET ASSETS

$85,177,943

ENDING NET ASSETS

$95,374,944

$7,350,330

TOTAL NET ASSETS

$95,374,944

TOTAL LIABILITIES & NET ASSETS

$121,312,464

ngcf.org


2021 Executive Committee from left to right: Rob Fowler, Randall Frost, Blair Diaz, Kristi Griffin

2021 BOARD OF DIRECTORS ROB FOWLER | Chair

DR. MARY GOWAN

LYDIA SARTAIN

BLAIR DIAZ | Vice Chair

LINDA HARDIE

ROBERT SHIPPEY

RANDALL FROST | Secretary

BRIAN HORTON

BRIAN STEINES

KRISTI GRIFFIN | Treasurer

CAL JOHNSON

BRIAN TAM

TOM JOHNSTON

NATALIE TESTON

PHILL BETTIS

CHRISTINA JONES

BRIAN WHALEN

CHAD BLACK

MARY HELEN MCGRUDER

MARY HART WILHEIT

TAMMY CAUDELL

STEVE MICKENS

LINDA FOSTER

ANN NIXON

OUR MISSION The North Georgia Community Foundation helps people and nonprofits invest generously in the lives of those who call our community home.

STANDARDS OF EXCELLENCE We are committed to operating with the highest level of integrity to protect, steward and grow charitable resources for the North Georgia region.

340 Jesse Jewell Pkwy SE, Suite 605 Gainesville, Georgia 30501 * 770-535-7880 | ngcf.org

*PLEASE NOTE OUR NEW ADDRESS, IN EARLY 2022 ...

WE MOVED!

We look forward to celebrating our new location with you throughout the remainder of 2022 and for many years to come.


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