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YOUR LOGO HERE2006 ANNUAL REPORT Document No. HERE Prepared by: Board of Directors Your Organization Name Here Address Phone Web Site MONTH DAY, 2006 Annual Report for Year 2003 The 2nd Annual Report March 10, 2004 Organization Name
Thank you for your purchase of Wordsworth’s Annual Report Template for nonprofit organizations. Please let us know if you have any questions or suggestions. If you wouldlike help with editing or formatting your annual report, we provide these services and can be reached through our Web site (www.wordsworthwriting.net). Good luck on your report! Throughout this document, we have inserted suggestions in yellow; we have also provided an example from an Annual Report we wrote for STOP the Overpopulation ofPets. Be sure to delete all yellow comments and all example text (STOP text) as you write your report
NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD TABLE OF CONTENTS1.0 FROM THE DIRECTOR .............................................................................................................1-12.0 OVERVIEW .................................................................................................................................... 1 2.1 Mission Statement............................................................................................................... 2 2.2 History ................................................................................................................................ 2 2.3 2003 Highlights................................................................................................................... 23.0 2004 PROGRAM ACHIEVEMENTS............................................................................................. 4 3.1 Spay/Neuter Program.......................................................................................................... 4 3.2 2003 Financial Data ............................................................................................................ 5 3.3 2002 Financial Data ............................................................................................................ 5 3.3.1 Percentage of Used Vouchers ................................................................................ 5 3.4 Veterinary Involvement ...................................................................................................... 54.0 STOP FINANCIAL INFORMATION .........................................................................................4-1 4.1 2003 Income ....................................................................................................................4-1 4.1.1 Major Grant Sources...........................................................................................4-1 4.1.2 Members .............................................................................................................4-1 4.2 In-Kind Donations – Supplies and Equipment ................................................................4-1 4.3 In-Kind Donations – Volunteer Hours.............................................................................4-2 4.4 2003 Expenses .................................................................................................................4-3 4.4.1 Expenses by Allocation ......................................................................................4-3 4.5 Current Financial Statement ............................................................................................4-45.0 EXTRA HEADING PAGE...........................................................................................................5-1 5.1 Second-Level Heading Example......................................................................................5-1 5.1.1 Third-Level Heading Example ...........................................................................5-1 5.2 Second-Level Heading.....................................................................................................5-16.0 TITLE HERE ................................................................................................................................6-1 6.1 Second-Level Heading Example......................................................................................6-1 6.1.1 Third-Level Heading Example ...........................................................................6-1 6.2 Second-Level Heading.....................................................................................................6-17.0 TITLE HERE ................................................................................................................................7-1 7.1 Heading 2 Here ................................................................................................................7-18.0 NEXT MAJOR SECTION HEADING ........................................................................................8-19.0 NEXT MAJOR SECTION HEADING ........................................................................................9-110.0 NEXT MAJOR SECTION HEADING ...................... ERROR! BOOKMARK NOT DEFINED
11.0 CONCLUSIONS AND RECOMMENDATIONS .....................................................................10-112.0 REFERENCES ...........................................................................................................................11-1DO NOT TYPE IN THE TABLE OF CONTENTS. RIGHT CLICK AND SELECT UPDATE FIELDAFTER YOUR REPORT IS COMPLETE. TABLE OF CONTENTS IS AUTOMATICALLYUPDATED2004 ANNUAL REPORT I JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD ILLUSTRATIONSLIST OF TABLESTable 2. 2003 Income........................................................................................................................4-1Table 3. 2003 In-Kind Donations......................................................................................................4-3Table 4. 2003 Expenses.....................................................................................................................4-3Table 5. Expenses by IRS Allocation................................................................................................4-4Table 6. 2003 STOP Financial Statement .........................................................................................4-5Table 6-1 Title Here ..........................................................................................................................10-1LIST OF FIGURESFigure 4. 2003 Expenses by Allocation..............................................................................................4-4Figure 4-1 Title Here ............................................................................................................................7-12004 ANNUAL REPORT II JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD 1.0 FROM THE DIRECTORHere is an example letter for a nonprofit from the director. This is not a required section, but werecommend personalizing your Annual Report in this way. Many of the sections in here are not required,but this is the format we like to use and the details we like to see when we write annual reports fornonprofit orgranizations, but feel free to delete and change as needed. You might personalize this sectionby including a photograph of the director
them monthly, allowed us to expandDear STOP Supporters: statewide into very needy areas of Alaska
STOP the Overpopulation of Pets, Inc. is pleased Thank you for your help and encouragement!to provide you with our Annual Report for 2003. Together, we can STOP the overpopulation of pets and end the killing of healthy dogs and catsOur spay/neuter program was very successful, at Alaska’s animal control centers. From all theand requests for assistance grew rapidly in 2003. voucher requests we are receiving, we trulyIn only 9 months, we had achieved our 2-year believe we will make a difference, and it isgoal of sending out 500 vouchers. Before long, thanks to supporters like you that this iswe had doubled that number. By November, we possible
had sent at 1,230 spay/neuter vouchers to Alaskapet owners in need of financial assistance. We look forward to the rewards of the next year, knowing we are saving thousands of livesBecause the need for help exceeded our through spaying and neutering companion pets
donations, we stopped issuing new vouchers on We welcome your help. A membershipNovember 18, 2003, until we could determine application is included on the last page of thishow many would actually be used and how report. Please send in your 2004 membershipmuch money we had left. Recently, we began today and help STOP end Alaska’s petissuing vouchers again but at a reduced rate of overpopulation!$10 instead of 50% of the Alaska SPCA’sspay/neuter charges (which ranged from $30 to Sincerely,$65 in 2003, depending on species and sex). Wehope to receive additional funding soon and Signed herereturn to paying 50% of all spay/neuter requests
Name, Executive DirectorWe could not have had the great success in ourspay/neuter program without the help of thefollowing: • Our volunteers who worked so hard in so many ways to help save the lives of Alaska’s pets
• Our supporters, including individuals and grant foundations, who provided us with the funds to pay spaying and neutering costs and publishing educational materials
• Our veterinarian partners, who, by accepting our vouchers and billing us for 2.0 OVERVIEW2004 ANNUAL REPORT 2-1 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOODWe like to write a brief overview of the history of the organization as well as highlights of the previousyear’s activities, so we have included a sample for you here. You can change the headings as needed
Note that the headings will be picked up by the contents, as long as you select the text you want to be aheading and name it heading 1, heading 2, or heading 3.
STOP the Overpopulation of Pets is a 501(c)(3) charitable nonprofit corporation founded in 1999 anddedicated to reducing pet overpopulation in Alaska
In 2003, STOP’s efforts were focused on reducing the killing of healthy, adoptable dogs and cats inAlaska by offering financial assistance for spaying and neutering companion pets and by providingeducational programs regarding pet overpopulation
2.1 Mission StatementAs defined by our Articles of Incorporation, STOP’s primary mission is to decrease—and, we hope,eventually eliminate—pet overpopulation in Alaska by providing financial assistance to cover spayingand neutering costs to pet owners. Our second mission, our pet-related educational program, assists infulfilling this mission. A third mission, which we plan to put in action as soon as our spay/neuterprogram and educational program are fully funded, is to provide pet food for indigent pet owners in timesof financial need so that their pets are not abandoned, turned over to animal controls, starved, or killed
2.2 HistoryFrom December 1999-2001, we completed the state and federal nonprofit paperwork and received501(c)(3) status from the IRS; wrote our bylaws, articles of incorporation, and mission statement; beganspaying and neutering pets (12 total); and writing and distributing educational materials
In 2002, we wrote grant proposals to obtain funding for our spay-neuter and educational programs. In July2002, we received our first grant, from the DJ&T Foundation, for spay-neuter costs. The grant requiredus to request a certain percentage of the spay-neuter costs from pet owners, so we changed our originalintention of paying 100% to 50% (and 100% only when the pet owner requested it based on need) ofspay-neuter costs
We established a relationship with the Alaska SPCA so that STOP vouchers could be used in itsAnchorage clinic and mobile spay-neuter clinic in the Mat-Su Borough
A $5,000 grant in early fall of 2002 from PETsMART Charities allowed us to get a phone line and tocopy and print our educational materials and spay-neuter applications and vouchers. Just from the twogrants received in late 2002, we were able to send out 56 spay/neuter vouchers to pet owners in theMatanuska-Susitna Borough, our first target area
2.3 2003 HighlightsIn 2003, our spay/neuter program increased dramatically: we issued 2,096% more vouchers than we didin 2002 because of the funding we received (79% increase over 2002), as well as the substantial increasein volunteer hours (58% increase over 2002). Grants from 5 foundations—the DJ&T Foundation, theElizabeth Luster Foundation, the Edith J. Goode Residuary Trust, PETsMART Charities, and the BerniceBarbour Foundation—and donations from 40 individual members allowed us to send out 1,230spay/neuter vouchers worth over $32,000; publish educational materials; set up a Web site(www.alaskastop.org), and expand our spay/neuter program statewide
2004 ANNUAL REPORT 2 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOODOur volunteers donated 1,799 hours to STOP programs in 2003, including 1,282 hours from the board ofdirectors. Our members donated $4,841.47 while foundations contributed $23,500 to help us meet ourgoals. In addition, STOP received $14,200 in in-kind donations (goods and services)
For graphic interest, you might want to make use of photos and text boxes throughout, as in thefollowing: STOP is helping to save the lives of Alaska’s dogs and cats by preventing births
Our goal is to ensure that no more healthy, adoptable pets are killed in Alaska’s animal control centers because there are too many pets for homes. In just one year, we have shown that with funding, we can make tremendous accomplishments toward meeting this goal. We hope in 2004 to receive the funding to continue this2004 ANNUAL REPORT 3 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD 3.0 2004 PROGRAM ACHIEVEMENTSThis is a key section of the annual report. Describe the year’s program achievements. Here, once again,is a sample from STOP’s Annual Report that we wrote. We included graphics, photographs, pull quotes,charts, and tables to illustrate our details as well as to add interest in the “look” of the publication
In 2003, STOP focused on two of our program goals: 1. To provide a spay/neuter assistance program to pet owners in order to reduce the number of pets killed in Alaska’s animal control centers
2. To provide an educational program focusing on pet overpopulation, particularly in Alaska
We made outstanding progress in achieving these goals due to the support of our members, the work ofour volunteers, and the donations from major grant foundations
3.1 Spay/Neuter ProgramSTOP’s spay/neuter program showed a remarkable increase in 2003, and this is the area where we aremost proud
In 2003, STOP issued 1,230 spay/neuter vouchers compared to 56 in 2002, an incredible increase of over2,000% (see Table 1)
Figure 1 shows the 2003 used vouchers by species and sex. Figure 2 shows the used vouchers bylocation. Figure 3 shows 2002 statistics for comparative purposesDue to the sharp increase in spay/neuter voucher requests and use throughout 2003 and STOP’s limitedfunds, the STOP Board of Directors decided to stop issuing new vouchers on November 18, 2003, inorder to: 1. focus on raising additional funds, 2. determine how many vouchers would actually be used of those issued, and 3. ensure that we had enough fund to pay for any new vouchers before issuing them
Unfortunately, we had to turn down hundreds of requests for vouchers in those last 6 weeks of 2003 andthe first month of 2004
We began issuing new vouchers again in February 2004, but instead of paying for half the SPCA’sspay/neuter charge, as we did throughout 2003, we are currently only paying $10 toward spay/neuter feesuntil we raise additional funds
Due to the difficulty getting appointments, getting to veterinary clinics, and the limited number ofspay/neuters that the Alaska SPCA spay/neuter clinic (including the mobile clinic) can provide in Alaska,in 2002 and 2003, we allowed pet owners to use vouchers beyond the 30-day expiration date in 2003, asalong as the appointment was made within 30 days of the voucher issue date. (This rule was changed onJanuary 24, 2004 to 30 days from issue date to ensure we have enough funds to cover all issued vouchersand to provide vouchers to as many of those in need of our help as possible.)2004 ANNUAL REPORT 4 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD 3.2 2003 Financial DataThe value of the 1,230 2003-issued vouchers was $32,012.50. STOP spent $18,229.50 to pay for 2003-issued vouchers that were used in 2003, in addition to $600 for 2002-issued vouchers that were used (orbilled) in 2003. In January and February 2004, we were billed $1,567.50 for 60 2003-issued vouchersthat were used in December 2003 and January 2004; however, our financial statement does not reflectthese expenses because they were paid in 2004
3.3 2002 Financial DataFor comparison purposes, and to show the increase in spay/neuter voucher requests and our costs, the2002 financial data is as follows: • 56 vouchers were issued (value: $1,540)
• 37 vouchers were used (value: $1,050) 3.3.1 Percentage of Used VouchersIn 2003, 55% of the spay/neuter vouchers that we issued were used
Some of the reasons that we know of for nonuse include the following: • Mail not deliverable (approximately 20 vouchers in 2003 were never received by the pet owner) • Pet owner did not have transportation to clinic • Alaska SPCA mobile clinic was full too far in advance for owner to schedule an appointment (later, this problem was solved with the addition of 12 participating veterinary clinics to our list) • Owner used nonparticipating vet who wouldn’t accept our vouchers • Pet too young or too far along in pregnancy, and veterinarian would not perform surgery • Owner refused to pay extra costs (such as pregnancy costs) to the veterinarian • Voucher expired before pet owner attempted to make appointment • Voucher was lost by pet owner 3.4 Veterinary InvolvementOur veterinarian clinic participation increased dramatically (86%) in 2003 from 2002, with the addition of12 clinics to our team throughout the state of Alaska (from only 2 in 2002: the Alaska SPCA’s Anchorageand mobile spay-neuter clinics)
These veterinarian clinics and hospitals bill STOP for the amount on the vouchers, typically 50% of theSPCA mobile clinic spay/neuter cost (for most of 2003 these costs were $30 for a male cat, $55 for afemale cat or male dog, and $65 for a female cat; recently, the Alaska SPCA raised the price for a dogspay to $75)
Photo 1. Alaska SPCA Mobile Spay Clinic
These veterinarian partnerships help STOP provide assistance to spay and neuter more pets by takingsome of the burden off the SPCA mobile clinic, which had been overbooked for several months
2004 ANNUAL REPORT 5 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOODAlso, these kind veterinarians enabled STOP to expand the spay/neuter program statewide to Alaskacommunities without a reduced-cost spay/neuter clinic. Our 2003 veterinary team members included: • List here. (Note, this is just an example of the kind of details we like to use in our Annual Reports.)2004 ANNUAL REPORT 6 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD 4.0 STOP FINANCIAL INFORMATIONSome annual reports only provide the financial table information included at the end of this section. Butwe have included more detail and examples so that you can do much more, if you wish
4.1 2003 IncomeI n 2003, STOP collected $28,591.16 from grants, donations, memberships, and fundraising activities
This is an increase of 79% from 2002 donations, which totaled $5,966. Table 2 details the amount and source of funding STOP received in 2003
Table 1. 2003 Income Description Amount Memberships, Grants, & Other Donations Memberships & Donations $4,841.47 Grants $23,500.00 SUBTOTAL $28,341.47 Fundraising Activities (Craft & Bake Sales; Garage Sale) Garage Sale $52.00 Craft & Bake Sales $197.69 SUBTOTAL $249.69 TOTAL 2003 INCOME $28,591.16 4.1.1 Major Grant SourcesThe following foundations were our major Every cat or dog who dies as a result of petsupporters in 2003, and we are very grateful overpopulation…is an animal who, more oftento them for believing in us and helping us to than not, would have made a wonderfulachieve—and far exceed—our spay/neuter companion, if given the chance. Tremendous asgoals: the problem of pet overpopulation is, it can be • You might want to include this list solved if each of us takes just one small step, here. starting with not allowing our animals to breed
4.1.2 Members –Humane Society of the U.S
The following individuals donated to STOPin 2003, and we thank each of them for theirsupport and for helping us to save lives by preventing pet overpopulation: • You might want to include names here; we suggest you ask for permission with membership applications 4.2 In-Kind Donations – Supplies and EquipmentIn-kind donations of donated items in 2003 totaled $14,200 and included office furniture, computers,baked goods, crafts, garage sale items, a copy machine, dial-up Internet service, and accountant services
2004 ANNUAL REPORT 4-1 JANUARY 26, 2006 NAME OF ORGANIZATION HERE PERHAPS PUT LOGO HERE IF IT LOOKS GOOD 4.3 In-Kind Donations – Volunteer HoursIn 2003, STOP relied entirely on volunteers, as we had no paid positions. Our volunteers donated 1,799.3hours, including 1,282.3 hours donated by the board of directors, to ensure that we met our programgoals. This is a 58% increase from 2002, when STOP volunteers donated 750 hours to get our programsorganized and up and running, as well as funded
The following people were kind enough to volunteer for STOP during 2003. Thank you to these special,caring people who helped us carry out our program goals: • Include your list here to reward and honor your volunteers, if you choose to
Below is a list of some of work performed by STOP volunteers during 2003: • Copying and distributing spay/neuter applications • Copying and distributing newsletters and other educational publications • Writing and designing brochures, newsletters, and other educational materials • Creating a web site and updating it frequently (www.alaskastop.org) • Researching pet overpopulation data in Alaska and nationwide for our grant proposals, public service announcements, and web site • Writing, researching, and distributing grant proposals • Meeting with borough and city personnel regarding STOP’s goals and missions • Contacting all veterinarians, humane societies, and animal control agencies in the state of Alaska about our program • Picking up mailed and faxed applications • Filling out spay-neuter vouchers and returning them to pet owners • Entering spay/neuter application data and voucher information in a notebook (hard copy) and in Excel tables • Answering and returning telephone calls, faxes, and e-mails from individual pet owners, animal controls, humane societies, and veterinary clinics • Holding a garage sale and several craft/bake sales • Writing public service announcements (PSAs) for newspapers, radio stations, and t.v. stations
• Recording a radio PSA for the Mat-Su Borough • Paying veterinary clinic invoices • Collecting and filing documents • Ensuring that all business licenses and other fees and records are kept submitted and up to date • Meeting with businesses and individuals to appeal for assistance • Meeting with business owners to establish educational and spay/neuter application distribution centers • Holding membership and board meetings2004 ANNUAL REPORT 4-2 JANUARY 26, 2006
Annual Report for Year 2003 The 2nd Annual Report March 10, 2004 Organization Name. Thank you for your purchase of Wordsworth’s Annual Report Template for nonprofit organizations. …
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