The Kavana Cooperative
State of the Union Workshop
March 21, 2010
Workshop Objectives
The Big Goal
Start a year-long process for community
adoption of a sustainable financial model
Tonight’s Goals
Discuss the value and purposes of Kavana in
our lives and the meaning of “cooperative”
Discuss our feelings about the role of money
in Jewish community
This Evening’s Schedule
• 30 minutes: Presentation on (i) Kavana’s
process for adopting a sustainable financial
model and (ii) our current financial model
• 45 minutes: Break-out groups discussing
the value and purposes of Kavana in our lives,
the meaning of “cooperative,” and the role of
money in Kavana
• 15 minutes: Reconvene as a community/
where we go from here
Kavana’s Process for Developing a
Sustainable Financial Model
(based on input from DZO Strategists, LLC)
• 2010 State of the Union Workshop – Community
discussion of value and purposes of Kavana in our lives
• April 2010 – Appointment of team with 1-year charter
to synthesize community input, study alternative
financial models, and present recommendations
• June 2010 Community Meeting – Interim report by
team re: value and purposes of Kavana
• November 2010 Community Meeting – Interim
report by team on alternative financial models
• 2011 State of the Union Workshop – Adoption of
sustainable financial model that advances the value and
purposes of Kavana
During the One-Year Process …
We also will have:
• Intimate forums in people’s homes
to discuss the value and purposes of
Kavana, what we mean by
“cooperative,” and our feelings about
money in a Jewish community
• Learning opportunities about the
role of money in Jewish community
(historically, in Jewish texts, & today)
Recognition During the Past Year
• One of “50 Most Vibrant Congregations in the U.S.”
– Newsweek
• “Best Adult Education Programs in Seattle” – JT
News (Seattle’s Jewish press)
• “Best Supplemental Children’s Education Programs
in Seattle” – JT News
• Metropolitan Credit Union Community Spirit Award
Finalists – for our video about the CSA
• $25,000 Family Education Grant from the Auerbach
Foundation
• Avi Chai Fellowship Award
• Current finalist for Joshua Venture Fund Social
Entrepreneurship Award
Progress From Last Year’s
Community Meeting
• Defining Kavana’s identity
• Giving meaning to “cooperative”
• Developing a sustainable long-term
financial model
• Addressing our short-term financial
needs
Kavana’s Vision and Mission
Statement (Draft)
Vision
Kavana is a cooperative that empowers
participants to create a meaningful Jewish life
and a positive Jewish identity.
Mission
Kavana welcomes individuals and families with
many approaches to Judaism, offers a variety of
ways to engage in Jewish life, and demands
participation in our community.
Kavana’s Values (Draft)
•
•
•
•
•
Cooperative
Connected
Innovative
Inspiring
Fun
•
•
•
•
Welcoming
Local
Thought-Provoking
Experiential
Financial Data and Modeling
FY 2010 Budget
Revenue:
Partner Dues
$ 69,000
Grants & Fndtns. 151,500
Donors (Participants
& Friends)
9,800
Event Fees
50,000
High Holidays
8,000
Corp. Match
8,000
Classroom Rent
4,500
TOTAL
300,800
Expenses:
Staff Compensation $ 165,860
Rent
20,000
Organizat. Expenses
10,000
Teachers’ Salaries
55,582
High Holidays
10,000
Program Expenses
20,000
TOTAL
281,442
FY 2011 Budget (Projected)
Revenue:
Partner Dues
$ 80,000
Grants & Fndtns.
85,000
Donors (Participants
& Friends)
17,000
Event Fees
55,000
High Holidays
8,000
Corp. Match
8,000
Classroom Re t
?
TOTAL
253,000
Expenses:
Staff Compensation $ 165,860
Rent
20,000
Organizat. Expenses
10,000
Teachers’ Salaries
75,000
High Holidays
10,000
Program Expenses
20,000
TOTAL
300,860
Partners: Revenue by Family
Type (2009)
HouseAvg.
Avg. Program
holds Contribution
Fees
Total Pyts.
Partners w/o kids
27
$1,200
$65
$34,155
Partners w/kids
36
$1,000
$913
$68,868
Total
$103,023
Non-Partners: Revenue (2009)
14
FY2010 Grants
Avi Chai Fellowship
$ 75,000
Natan Grant
25,000
Auerbach Foundation
25,000
Legacy Heritage Grant
19,000
Jewish Federation
5,000
Bronfman (BYFI Venture)
2,500
TOTAL
151,500
Remaining Duration of Grants
Grant
Years Remaining
Avi Chai Fellowship
Auerbach Foundation
Natan Grant
Legacy Heritage Grant
Jewish Federation of Seattle
Bronfman (BYFI Venture)
2
0
0
0
0
0
Breakout Group Questions
1. What does being part of this
community mean to me?
2. What does it mean for Kavana to
be a “cooperative”?
3. How do you feel about the role of
money in Kavana?
Stay Involved!
• Join the Financial/Community Modeling Team
– notify Ilana, Rachel, or Jeff if you’re interested
• Organize or attend a dinner, salon, or
educational event to continue the conversation
around these topics
• Be courageous – speak your mind and listen
respectfully as our cooperative tackles these
sensitive and important issues