2016 ANNUAL REPORT - rubinbrown.com€¦ · Jul 1 – Aug 31, 2016 June 30, 2016 June 30, 2015 ... The mission of the Bridge Project is to provide a path for youth in Denver's public

E N C O U R A G I N G M I N O R I T I E S T O E N T E R T H E P U B L I C A C C O U N T I N G P R O F E S S I O N

I M P R O V I N G I N F R A S T R U C T U R E

2016 ANNUAL REPORTwww.RubinBrown.com/Foundation

I M P R O V I N G P U B L I C E D U C A T I O N

S U P P O R T I N G E N T R E P R E N E U R I S M

PLUS!

1 Ι RubinBrown CHARITABLE FOUNDATION 2016 Annual Report

Financial Statements

3RubinBrown CHARITABLE FOUNDATION 2016 Annual Report |

Statement of Financial Position

August 31, 2016 June 30, 2016 June 30, 2015

AssetsCash and cash equivalents $6,003 $4,179 $2,620

Receivables - RubinBrown match 9,256 — —

Investments 1,013,126 974,067 850,150

Total Assets $1,028,385 $978,246 $852,770

Liabilities and Net AssetsUnrestricted net assets $1,028,385 $978,246 $852,770

Total Liabilities and Net Assets $1,028,385 $978,246 $852,770

Statement of Activities

Fiscal For the For the Year-To-Date Year Ended Year Ended

Jul 1 – Aug 31, 2016 June 30, 2016 June 30, 2015

RevenuesContributions - team members and others $17,640 $81,508 $58,801

Contributions - special events — 12,378 3,746

Contributions - tributes and memorials 300 375 7,850

Contributions - RubinBrown 9,256 43,259 32,951

Interest and dividend income 3,090 21,357 17,269

Net gains (losses) on investments 19,969 10,559 (7,287)

Total Revenues 50,255 169,436 113,330

ExpensesGrants — 43,500 41,000

Other expenses 116 460 449

Total Expenses 116 43,960 41,449

Increase in Unrestricted Net Assets 50,139 125,476 71,881

Unrestricted Net Assets - Beginning of Period 978,246 852,770 780,889

Unrestricted Net Assets - End of Period $1,028,385 $978,246 $852,770

Grant Recipients

| RubinBrown CHARITABLE FOUNDATION 2016 Annual Report4

Improving Public Education

The mission of Big Brothers Big Sisters of Colorado is to provide children facing adversity with strong and enduring, professionally supported one-to-one relationships that change their lives for the better, forever. By partnering with parents/guardians, volunteers and others in the community, Big Brothers Big Sisters of Colorado is accountable for each child in the program achieving higher aspirations, greater confidence and better relationships, avoidance of risky behaviors and educational success.

The mission of the Bridge Project is to provide a path for youth in Denver's public housing neighborhoods to graduate from high school and go on to attend college or choose a vocation by engaging them in educational opportunities and facilitating the development of life skills and self-sufficiency.

The mission of Colorado Youth for a Change (CYC) is to solve the dropout crisis in Colorado, and the organization has already seen a promising reduction in the state's dropout numbers over the past eight years. CYC started as a nonprofit in 2005 when there were 18,031 dropouts across the state of Colorado. In the 2014-2015 school year, 11,114 youth dropped out of school. Because even one dropout is too many, Colorado Youth for a Change is committed to continuing this work through thoughtful partnerships, early intervention, late intervention and an expansion of school options.

Hawthorn Leadership School for Girls provides a safe, nurturing and stimulating environment that enables young women from diverse backgrounds to achieve academic success in a college preparatory program and to become leaders in their communities and professions.

The Educational Foundation of the Missouri Society of CPA’s provides resources for students on the journey of becoming a CPA, equips educators with tools to prepare graduates to work in the profession and helps universities keep pace with the high number of retiring accounting professors.

The mission of the Trulaske College of Business at the University of Missouri is to provide students with the knowledge, learning capabilities, and personal and professional skills necessary to excel in professional and academic careers. The school’s research mission is to create economic and social value through the discovery, application, and dissemination of knowledge related to accountancy theory, practice, and education. The school is committed to maintaining a close relationship with the accounting profession and to fulfill its service responsibilities to the academic community and society. During 2015, The RubinBrown Faculty Scholar for the University of Missouri-Columbia School of Accountancy was established.

Grant Recipients


Improving Infrastructure

The BackStoppers provides needed financial assistance and support to the spouses and dependent children of all police officers, firefighters, volunteer firefighters and publicly-funded paramedics and EMTs, in the organization's coverage area, who have lost their lives or suffered a catastrophic injury performing their duties. The BackStoppers currently supports 76 families with 63 dependent children and has supported 155 families since 1959.

Forest Park Forever, partnering with the City of St. Louis, restores, maintains and sustains Forest Park as one of America’s great urban public parks — now and forever.

The mission of the St. Louis Police Foundation is to support the important and difficult work of the St. Louis Metropolitan and St. Louis County Police Departments through the donation of funds, services and goods. The Foundation supports programs, initiatives and projects that are strategically focused to complement the Departments' policing strategies and ensure the highest level of police service to the St. Louis community.

The Urban Neighborhood Initiative (UNI) is a nonprofit organization established to revitalize neighborhoods in Kansas City’s urban core, focusing on health and safety, education and prosperity for generations to come. Formed as a partnership between the United Way of Greater Kansas City and the Greater Kansas City Chamber of Commerce, UNI works with nine neighborhood organizations, residents and through collaborative relationships with business, industry, government and community organizations.

Grant Recipients


Encouraging Minorities to Enter the Public Accounting Profession

Founded in 1956, the Educational Foundation of the Colorado Society of CPA’s promotes accounting education and research by providing financial assistance to individuals engaged in the study and teaching of accountancy in Colorado.

The mission of the National Association of Black Accountants, Inc. is to address the professional needs of its members and to build leaders that shape the future of the accounting and finance profession with an unfaltering commitment to inspire the same in their successors. NABA unites accountants, finance and business-related professionals and students who have similar interests and ideals, are committed to professional and academic excellence, possess a sense of professional and civic responsibility and are concerned with enhancing opportunities for minorities in the accounting, finance and business-related professions.

STL Youth Jobs bridges the divide between the region’s youth and the growing skills gap in our workforce. STL Youth Jobs bridges this divide by training our youth to be ready for the jobs of tomorrow through individualized career assessment, financial literacy and job readiness training, employment experience and continuing career support.

The mission of the Urban League of Metropolitan St. Louis is to empower African Americans and others throughout the region in securing economic self-reliance, social equality and civil rights. The Urban League will be the catalyst for this change through advocacy, coalition building, program services and by promoting communication and understanding among different races and cultures.

Grant Recipients


Supporting Entrepreneurism

Arch Grants is a nonprofit organization that accelerates economic development by providing $50,000 equity-free grants and pro bono support services to entrepreneurs who locate their early-stage businesses in St. Louis. Through its competitive Global Startup Competition, Arch Grants retains and attracts the most innovative entrepreneurs to the St. Louis region. This program is an aggressive effort to inspire the next generation of employers, civic leaders and philanthropists for St. Louis.

BioSTL fosters collaborative efforts and builds regional infrastructure to achieve St. Louis’ potential in biosciences, assisting partner organizations that are advancing aspects of the overall regional strategy.

The Donald Danforth Plant Science Center in St. Louis, Missouri is a not-for-profit research institute. Scientists at the Center are engaged in research that strives to enhance the nutritional content of plants, increase agricultural production to create a sustainable food supply, reduce the use of pesticides and fertilizer, develop new and sustainable biofuels, and generate scientific ideas and technologies that will contribute to the economic growth of the St. Louis region.

Since 1943, Junior Achievement of Greater St. Louis, Inc. has been dedicated to educating students about entrepreneurship, work readiness, and financial literacy through experiential, hands-on programs.

Junior Achievement – Rocky Mountain, Inc. is part of the world’s largest organization dedicated to inspiring and preparing young people to succeed in a global economy. Through a dedicated volunteer network, Junior Achievement provides programs for students which focus on entrepreneurship, financial literacy and work readiness.

KCSourceLink’s mission is to help small businesses in the 18-county Kansas City region – from Warrensburg to Topeka, from St. Joseph to Osawatomie – grow and succeed. KCSourceLink provides small businesses with free, easy access to the help they need.

North County Incorporated is a regional development organization which acts as a catalyst to define and advocate economic and community development for North St. Louis County. Founded in 1977, North County Incorporated serves as “the voice” for the many business, civic and community organizations throughout the region.

The Kansas Pipeline Entrepreneurial Fellowship Program is the first program of its kind in the country and continues to stand out as the only statewide fellowship program designed to both equip high-growth entrepreneurs with the training, networks, resources and mentors to assist them over their entire career – while aggressively growing an entrepreneurial ecosystem over a diverse geography.

Donor List July 2015 – August 2016


Cheryl and Russell Adank

Peter Aje

Amy Altholz

Brian Amelung

Patrick Amos

James Anderson

Carol Andrews

Elizabeth Arro

Richard Aselage

Andrew Bardot

Ben and Tammy Barnes

Jeff Barnes

Matt Beerbower

Mary and Tom Berry

Dan Besmer

Kristin Bettorf

Stephanie Bias

Dan and Barbara Bindler

Leslie Bittle

Michele Brady

Mark Breakfield

Amy Broadwater

Harvey and Edie Brown

Steve and Joan Brown

John and Kathleen Butler

Adam Castellano

Hannah Castellano

Jim and Karen Castellano

Jen Chapman

Daren Chesbrough

Christopher J. and Mary Elizabeth Coleman

Daniel Coleman

David and Stephanie Collet

Color Art Integrated Interiors/Scott Rice Office Works

Community Service Committee

Nathan Croll

Jeffrey Cunningham

Wayne Danneman

Chris and Brittany Daues

Lynn and Andrew Davis

Karen Delia

John Drury

Renita Duncan

Julie Eddy

Sara Enloe

Don Esstman

Tim and Laura Farquhar

Tim and Natalie Fedder

Rick and Mary Feldt

Mike Ferman

Christine and Daryl Figge

Matthew Finke

Tamra Fischer

Brian Frevert

William Gawrych

William Gleason

James Grimes

Blake Grojean

Timothy Hall

Justin Hammer

Chip and Debbie Harris

Steven and Arica Harris

Matt and Camille Hartman

Steve and Kathy Hays

Matthew Hefti

Cheryl Heller

Glenn Henderson

John and Debra Herber

David and Maria Herdlick

Curtis Hoette

Daniel Holmes

Debra Hood

Teresa Hutter

Courtney Hylen

Jacqueline Jacquin

Darin James

Christopher Janis

Mark and Kathleen Jansen

Eric Janson

Jennifer Jones

Bob Jordan

Katie Kantor

Debbie Kasten

Audrey and Byron Katcher

Bryan and Kelley Keller

Tim and Jessie Kendrick

Teresa Kerbe

Suzy Kimbrough

Amy King

Diana Knapp

Walt Knepper

Becky and Jim Knezevich

Megan Knoblauch

Fred and Kristin Kostecki

Neal Kremers

Mindy and Caleb Krueger

Jordan Lampkin

Chris and Michelle Langley

Dale Lash

Sharon Latimer

Evelyn Law

Brandi and Jeremy Lawyer

Josh Leesmann

Debbie and Richard Leible

Michael T. and Joni H. Lewis

Michael W. Lewis

Rob and Tammy Lewis

Kaleb Lilly

Brandon and Laurie Loeschner

Mary Kay and Chris Lofgren

Julie and Steve Long

Felicia and Steven Malter

Jason and Anne Mannello

Matthew and Michelle Marino

Dawn Martin

James Massaro

Natalie Massaro

Jim and Cheryl Mather

Jason and Olivia McAdamis

Dan and Melissa McCabe

Tim McCarthy

Colleen McDole

Ryan Meesey

Julia and Brian Melanaphy

Rachel and Brian Meyers

Pat and Abbey Miller

Chester Moyer

Judy and Gerry Murphy

Kyle and Colleen Murphy

Jeff Naeger

Vitaly Neimer

Samantha Nelson

Steve and Sherri Newstead

Katie O'Brien

Donna O'Neal

Shaun O'Rourke

Greg and Roberta Osborn

Mary Patton

Greg and Pam Paulus

Jeffrey Person

Stacy Peter

Richard Pickett

Dominic and Kristin Pisoni

Todd and Michelle Pleimann

Casey Pohl

Aaron Pollard

Thank You to Our Generous Donors

Donor List


John Price

Scott and Tammy Quinn

Mary Ramm

Nancy Rehkemper

Maureen and Dave Reichert

Rodney and Trevor Rice

Jim and Dot Ritts

Lynnae Robinson

Max Rosen

Ken and Jane Rubin

RubinBrown LLP

Robert and Krista Rudloff

Graham Ryan

Kim Ryan

Henry Rzonca

The Sackman Family

Bradford Scheiter

Nancy Schleich

Andrew Schmitt

Jeff Schuetz

Jim Schwartz

Frank Seffinger

Tracy Senf

Tim and Lisa Sims

Christina Solomon

Tom Sowash

Jeffrey Sparks

Rhonda Sparlin

Matthew Sprenger

Lisa and Chris Staggs

Brent Stevens

Eric and Andrea Stranghoener

Thomas Tesar

Chris and Erin Tkach

Thomas Tobin

Charlie Tocco

Quentin Townsend

Anna Tramelli

Tamara and James Tucker

Jason Uetrecht

Jen and Jeff Ulrich

Cory Underwood

Ken and Onnie Van Bree

Beverly Vandivort

Cheryl Wallace

Debbi and Bill Warden

Ed Warren

Sunti Wathanacharoen

Bruce Welikson

Eric Westby

The Wester Family

Russell and Rhonda White

Rich and Janet Wile

Ted and Julie Williamson

Jeff and Julie Winter

Steve Wisniewski

Linda Wolff

The Wonio Family

Sandy and Bob Zabek

John Zaegel

Tom and Anne Zetlmeisl

MemorialsJim and Karen Castellano in memory of Ed Deutch

Charles Dairaghi in memory of Mahlon Rubin

Ed Deutch in memory of Mahlon Rubin

Sheryl and Al Ewen in memory of William Prasuhn

Luanne Repaso in memory of Mahlon Rubin

TributesJim and Karen Castellano in honor of Hannah Castellano

Jim and Karen Castellano in honor of Nancy Dalrymple

Jim and Karen Castellano in honor of Curtis Hoette

Jim and Karen Castellano in honor of Colleen McDole

Jim and Karen Castellano in honor of Samantha Nelson

Jim and Karen Castellano in honor of Molly Osadjan-Rudolf

Jeff Dorries in honor of Jim Castellano

“Devotion to our Community and Profession” has been a core value of RubinBrown since its inception.

The purpose of the RubinBrown in the Community: A Community Impact Report is to highlight the active role RubinBrown and its team members play in caring for and bettering our communities.

In addition to team members volunteering outside of the workplace, each year the firm reserves a day in which team members in each office are encouraged to be their best for their communities by volunteering for service projects. Outreach Day is an opportunity for team members to work together side-by-side at not-for-profit organizations throughout our local communities.

2016

28%of responding team members volunteered 100+ hours in FY16

donated to United Way byteam members in 2015

193,960

volunteer hours

Team members reported

16,612 Junior Achievement

Family Tree

Big Brothers Big Sisters

Ronald McDonald House Charities

United Wayteam members participated in the 2015 Outreach Day

249

Organizations with the HIGHESTnumber of team member volunteers

contributed to nonprofits in honor of the 2015 CommunityService Award winners

6,000

in FY16

Over 200 team members volunteered across 300+ organizations

# – B2 Rivers Church3 Little Birds 4 Life99.1 JoyFMAffton Athletic AssociationAll New Hope Animal RescueALS AssociationAlum Service CorpsAlzheimer's AssociationAmerican Heritage GirlsAmerican Institute of CPAsAmerican LegionAmerican Military Veterans

Assistance CorporationAmerican Red CrossAmigos for ChristAngels' ArmsAnimal Protective AssociationAnnie's HopeAnything for a Friend

FoundationAssisted Recovery Centers

of AmericaBach Society of St. LouisBaker Tilly InternationalBasket of HopeBenevolent and Protective

Order of Elks of the United States of America

Beta Alpha PsiBetter Business BureauBi-State Pet Food PantryBig Brothers Big SistersB'nai Amoona CongregationBoy Scouts of AmericaBoys and Girls ClubBoys Hope Girls HopeBrentwood Century FoundationBrentwood Chamber of

CommerceThe Bridge ProjectBridging the GapBristol Elementary SchoolBroadband Tax Institute

C – DCancer ActionCardinal Glennon Children's

FoundationCatholic CharitiesCatholic Education FoundationCatholic Family ServicesCentral Institute for the DeafChaminade College

Preparatory SchoolCherry Creek Nursing HomeChildren's Home Society

of MissouriChildren's Hospital of ColoradoChrist Community Evangelical

Free ChurchChrist the King ParishChurch of ChristChurch of Jesus Christ

of Latter-day SaintsCJ's Journey Foundation

for Childhood CancerClayton Chamber of CommerceClub Gemini VolleyballCoats for ColoradoColorado Association of

Commerce and IndustryColorado Society of CPAsColorado Youth for a ChangeCommunity Enterprise

of Commerce CityConcord Baptist ChurchConcordia Lutheran ChurchConstruction Financial

Management AssociationCor Jesu AcademyCourt Appointed Special

AdvocatesCreekside Bible ChurchCrestview ElementaryCrohn's & Colitis FoundationThe Crossing ChurchDakota Ridge ChurchDelta Gamma Center for Children

with Visual ImpairmentsDenver Asset Building CoalitionDenver Dumb Friends LeagueThe Denver HospiceDenver Kids, Inc.Denver Metro Chamber

of CommerceDirk's FundDoorwaysDown Syndrome Association

of Greater St. LouisDowntown Denver Partnership

E – IEastern Hills Community ChurchElevation ChurchEmmaus HomesEpiscopal Diocese of MissouriEpworth Children and Family

ServicesEsther Miller Bais YaakovExecutives Partnering to Invest

in ChildrenFaith Lutheran ChurchFamily TreeFeed My People Food BankFirst Baptist ChurchFirst Christian Church of FlorissantFirst Congregational Church

of Webster GrovesFisher HouseFlatirons Community ChurchFocus Marines FoundationFood Bank of the RockiesForest Park ForeverFoster & Adoptive Care

CoalitionFranz Park Community

AssociationFriends of Francis ParkGateway 180Girl Scouts of AmericaGood Shepard School for

ChildrenGreat CircleGreater St. Louis Book FairGreen Park Lutheran SchoolGreentree Community ChurchGuardian Angel Settlement

AssociationHabitat for HumanityHarvester Christian ChurchHigher Ground Youth ChallengeHillcrest Transitional HousingHoly Trinity Catholic Church

and SchoolHumane Society of MissouriImmacolataImmaculate ConceptionImmaculate Heart of MaryInstitute of Internal AuditorsInternational Institute of St. Louis

J – MJCA Charitable FoundationJeffro's AngelsJehovah's WitnessesJesuits USA Central and

Southern ProvinceJewish Community CenterJewish Community Relations

CouncilJewish FederationThe Journey ChurchJunior AchievementKansas City Corporate

ChallengeKansas City Pet ProjectKansas State UniversityKids in the MiddleKnights of ColumbusLadies Ancient Order

of HiberniansLakewood High SchoolLemay Child and Family CenterLes Amis (The Friends)Let's StartThe Little Bit FoundationLiving Word United Methodist

ChurchLutheran Church of Webster

GardensThe Magic HouseMake-A-Wish FoundationManor GroveMaplewood/Richmond Heights

School DistrictMarch of DimesMarian Middle SchoolMary Queen of PeaceMaryville UniversityMercy Health Foundation Metro Community ChurchMetro Theater CompanyMetropolitan Lutheran MinistryMinistries UnlimitedMiss America OrganizationMission AdelanteMissouri 100Missouri Baptist Healthcare

FoundationMissouri Baptist Medical CenterMissouri Friends of Injured MarinesMissouri Society of CPAsMissouri Tiger Club of St. LouisMoog Center for Deaf

EducationMt. Zion United Methodist

Church

* To the best of our knowledge, this list represents most, but not necessarily all, of the organizations for which RubinBrown team members volunteered. Specific programs or committees that may have been indicated in survey results were not included. Any errors or omissions were unintentional.

N – RNAACPNational Association of Black

AccountantsNational Coalition of 100 Black

WomenNational Council of the Society

of St. Vincent de PaulNational Foundation for

Ectodermal DysplasiasNational Multiple Sclerosis

SocietyNew City FellowshipNew Life CenterNew Life United Pentecostal

ChurchNotre Dame High SchoolNurses for NewbornsOpen Door Animal SanctuaryOperation HopeOur Little HeavenOutpost ChurchOzark Food HarvestPancreatic Cancer Action

NetworkParker United Methodist ChurchParkway Area Adult Education

and LiteracyPeace Lutheran ChurchPedal the CausePGA REACH FoundationPhoenix FamilyPlaces for PeoplePowered by HopePREP-KCProvidentQueen of All Saints Parish

and SchoolQuest Church St. LouisQuince ProductionsRainbow VillageRebuilding TogetherRegional Business CouncilReid Scholarship FoundationRiverside ChurchRockhurst UniversityRogers Elementary SchoolRollin' Dreams FoundationRonald McDonald House

CharitiesRotary of Shawnee Mission

SSaint Louis Effort for AIDSSaint Louis UniversitySaint Louis ZooSaint Thomas More ParishThe Scholarship Foundation

of St. LouisShepherd's CenterSigma Phi Epsilon Educational

FoundationSlay for MayorSouth City ChurchSouth Mascoutah JayceesSouthern Illinois University –

CarbondaleSouthern Illinois University –

EdwardsvilleSouthSide Early Childhood

CenterSpecial OlympicsSpringboardSSM Health Foundations –

St. LouisSt. Ann Catholic ChurchSt. Benedict's Abbey Society for

Young ProfessionalsSt. Charles Borromeo Parish

and SchoolSt. Dominic Savio SchoolSt. Francis Xavier ChurchSt. Gabriel the Archangel

Catholic ChurchSt. Gerald Majella ChurchSt. James the Greater ChurchSt. John ChurchSt. Joseph Cottleville Athletic

AssociationSt. Joseph's AcademySt. Joseph's Catholic ChurchSt. Jude Children's Research

HospitalSt. Louis Area FoodbankSt. Louis Artists GuildSt. Louis Ballroom Dance

AssociationSt. Louis Blue KnightsThe St. Louis Children's ChoirsSt. Louis Children's HospitalSt. Louis Fire Department

Lifesaving Foundation

St. Louis Hills Neighborhood Association

St. Louis Planned Giving CouncilSt. Mark's United Methodist

ChurchSt. Mary Magdalene SchoolSt. Mary's Catholic Church

and SchoolSt. Mary's High SchoolSt. Mary's of Littleton SchoolSt. Michael's Catholic ChurchSt. Peter's Episcopal ChurchSt. Pius V Catholic ChurchSt. Pius X Catholic High SchoolSt. Simon the Apostle Catholic

ChurchSt. Theodore ChurchStar Legacy FoundationStray RescueSupport Dogs Inc.Susan G. Komen for the Cure

T – ZTeens Encounter ChristTorah Prep SchoolTrailnetTrinity Lutheran ChurchTruman State UniversityUnited Hebrew CongregationUnited Inner City ServicesUnited States Veterans InitiativeUnited WayUniversity of KansasUniversity of Missouri – ColumbiaUniversity of Missouri – St. LouisUpper RoomUSA SwimmingVariety the Children's Charity

of St. LouisVettes for VetsVolunteers for Outdoor

ColoradoVolunteer Lawyers &

Accountants for the ArtsWashington University in St. LouisWings of HopeWomen's Bean ProjectWomen's Foundation of Greater

Saint LouisWounded Warrior ProjectYoung Professional NetworkYouth for ChristYouth In Need

Denver Office1900 16th StreetSuite 300Denver, Colorado 80202ph: 303.698.1883

Kansas City Office10975 Grandview Drive Building 27, Suite 600Overland Park, Kansas 66210ph: 913.491.4144

Nashville Office424 Church StreetSuite 2000Nashville, Tennessee 37219ph: 615.253.5200

St. Louis OfficeOne North BrentwoodSuite 1100St. Louis, Missouri 63105ph: 314.290.3300

St. Louis Cortex Office4240 Duncan AvenueCIC@4240, Suite 200St. Louis, Missouri 63110ph: 314.290.3300

@RubinBrown

RubinBrown LLP

RubinBrown.com

1.800.678.3134

Documents

2016 ANNUAL REPORT - rubinbrown.com€¦ · Jul 1 – Aug 31, 2016 June 30, 2016 June 30, 2015 ... The mission of the Bridge Project is to provide a path for youth in Denver's public