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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
5RubinBrown CHARITABLE FOUNDATION 2016 Annual Report |
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
| RubinBrown CHARITABLE FOUNDATION 2016 Annual Report6
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
7RubinBrown CHARITABLE FOUNDATION 2016 Annual Report |
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
| RubinBrown CHARITABLE FOUNDATION 2016 Annual Report8
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
9RubinBrown CHARITABLE FOUNDATION 2016 Annual Report |
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
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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
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