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’sCommunity 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)

VisionKavana is a cooperative that empowers participants to create a meaningful Jewish life and a positive Jewish identity.

MissionKavana 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 $

69,000Grants & Fndtns.

151,500Donors (Participants& Friends)

9,800Event Fees

50,000High Holidays

8,000Corp. Match

8,000Classroom Rent

4,500TOTAL 300,800

Expenses:Staff Compensation $

165,860Rent 20,000Organizat. Expenses

10,000Teachers’ Salaries

55,582High Holidays 10,000Program Expenses

20,000

TOTAL 281,442

FY 2011 Budget (Projected)

Revenue:Partner Dues $

80,000Grants & Fndtns.

85,000Donors (Participants& Friends)

17,000Event Fees

55,000High Holidays

8,000Corp. Match

8,000Classroom Re t

?TOTAL 253,000

Expenses:Staff Compensation $ 165,860Rent 20,000Organizat. Expenses 10,000Teachers’ Salaries 75,000High Holidays 10,000Program Expenses 20,000

TOTAL 300,860

Partners: Revenue by Family Type (2009)

 

House-holds

Avg. Contribution

Avg. Program 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 $ 75,000Natan Grant 25,000Auerbach Foundation 25,000Legacy Heritage Grant 19,000Jewish Federation 5,000Bronfman (BYFI Venture) 2,500TOTAL 151,500

Remaining Duration of Grants

Grant Years RemainingAvi Chai Fellowship 2Auerbach Foundation 0Natan Grant 0Legacy Heritage Grant 0Jewish Federation of Seattle 0Bronfman (BYFI Venture) 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