Good Morning…….. …….. And Welcome …….. And Welcome

Our Shrine Future; Where are we going ? Gary Bergenske Bahia Potentate 2005

The Future of Our SHRINE Building a better tomorrow for our Fraternity, for generations to come. Building a better tomorrow for our Fraternity, for generations to come. Plan for all situations ahead of time, Plan for all situations ahead of time, so you have control of your destiny. so you have control of your destiny.

Learned from TRAC Visits Shrine Leadership must plan for; Shrine Leadership must plan for; * Effects of loss of Membership * Effects of loss of Membership * When will the money run out ? * When will the money run out ? * When is the best time to move ? * When is the best time to move ? * Some wait to long, must plan now. * Some wait to long, must plan now. * Be realistic, Be prepared, Be ready. * Be realistic, Be prepared, Be ready.

A ll successful people have a goal. No one can get anywhere unless He knows where he wants to go and what he wants to do. Norman Vincent Peale

To Reach the Highest Level of Effectiveness, You have to Raise the Lid of Leadership Ability Pick the Right Leadership Team for the Job, to get the Best Results

Building the Right Team Potentate, Chief Rabban, Recorder Potentate, Chief Rabban, Recorder 2 Past Potentates, (Good Business Men) 2 Past Potentates, (Good Business Men) County Property Appraiser (Retired) County Property Appraiser (Retired) Real Estate Agent Real Estate Agent Public Relations Professional Public Relations Professional Temple Building Comm. Chairman Temple Building Comm. Chairman Hospital Chairman Hospital Chairman

Mission Statement It is the vision of the Bahia Futures Committee to look into the future for the competent planning of Bahia Shriners. This commitment will exemplify the high ideals of the membership to keep them financially sound, stay abreast of our members needs, and to consider all aspects of Bahia Shriners real estate investments and future needs. We will strive to achieve this vision through exemplary leadership, education, public relations and the strong commitment of teamwork. It will be the vision and goal to provide the membership with accurate information to help evaluate and plan for the sound future of Bahia Shriners.

OBJECTIVES; 1. To accurately project the approximate Bahia membership for the next ten years based on historical data. 2. To take the membership projection and calculate the dues money that membership number would provide. Based on projected needs, evaluate if and when next dues increase would be needed. 3. To study members needs, requests, and objectives to be certain we provide to the best of our ability what is needed to help promote increased membership.

OBJECTIVES; 4. To study our current facility at 2300 Pembrook Drive, Orlando. To determine it’s condition, anticipated needs in the future, and to determine it’s approximate current value. 5. Based on membership projections, and costs and needs of current building, determine if and when a facility change may be needed. 6. To take into consideration the budget overage/shortages the past few years. Consider rentals and catering revenues, how can we increase them? increase them?

OBJECTIVES; 7. To study optional locations for a new Shrine Center that would be located in an area that would best accommodate our Nobility. Accessibility and cost of land should be considered. Accessibility and cost of land should be considered. 8. Determine if and when serious consideration should be given to purchasing a piece of land for investment and possible future use by Bahia Shriners. by Bahia Shriners. 9. To provide a written summary with findings and possible recommendations to the Bahia membership based on the study of Bahia’s future.

OBJECTIVES; 10. To keep in mind at all times that the purpose of this study is to keep Bahia Shriners financially solvent while providing the best possible facilities for its Nobles. By good planning, if membership continues to decline, we must be prepared to react accordingly. 11. To keep our Shrine Hospital system strong we must keep our Shrine Center strong. You can’t have a better tomorrow if you are You can’t have a better tomorrow if you are thinking about yesterday all of the time. thinking about yesterday all of the time.

Fact Finding Process; 1. Obtain the % of time building is rented 2. Obtain rental comparisons 3. Obtain value of property 4. Obtain # Shriners in each zip code 5. Obtain age analysis of current members 6. Obtain past 5 years budgets 7. Review past dues increases 8. Review condition of current facility 9. Review zoning of property 10. Project findings out 10 years

Bahia Shrine Age Analysis AGE AGE to to to to to to to to _____________________________

What Does Age Analysis Tell Us 1. We have less younger and more older members, 2002 to We have more members over 90 than we do under 29, WOW…….. 3. Average age 2002 is 67.17, 2005 is % are over the age of % are over the age of Only 10% are under the age of We also found 23% of our members do not live in our area. We MUST have a larger % under Age 50 We MUST have a larger % under Age 50

Where Are Our Members? County Members % County Members % Orange Volusia Lake Seminole Osceola Sumter Other Locations Other Locations

10 Year Projection (Dues) Year Members Dues Short Required K 0 50 (Current) K 4K K 4K K 4K K 4K K 4K K 4K K 4K K 4K K 3K 67 Total 10 year Accumulative loss is $192,259.

Dues Increases 1. What other methods can help to deter raising dues? More rentals, fundraises ?? 2. Plan on small increases ($2 - $3) every 2 – 3 years as opposed to a large $10 - $15 increase that will scare members off. 2 – 3 years as opposed to a large $10 - $15 increase that will scare members off. 3. Less members to raise more money

I t is difficult to say what is impossible, for the dream of yesterday is the hope of today and the reality of tomorrow. and the reality of tomorrow.

Bahia Shriners Orlando, Florida

Use of Facility; 1. Building only rented 25% of the time of available time not used by Shrine 2. Opportunity for more rentals, must actively market facility. Need sales brochures and active campaign to bring in more prospective clients. Excellent opportunity for increase revenue if pursued. Location is good, and excellent on site caterer available for full package. 3. Advertise, Develop Marketing Plan

Value of Property 1. Building 13 years old, in excellent condition, prime location, good asset. 2. Current value $3.1 million, zoning A-1 3. Possible to triple value with a zoning change to high rise. 4. Project value out 10 years 5. Project future expenses to building 6. Project when membership may need a Facility change

Major Projected Expenses Coming Up Major Projected Expenses Coming Up Total Last Time Next Est. Cost/Yrs Total Last Time Next Est. Cost/Yrs Life Repl. Left Repl. Cost Escrow Life Repl. Left Repl. Cost Escrow * Air Cond K 9K * Cooling Tow’r K 5K * Boiler K 1K * Carpet K 3K * Roof K 8K * Parking lot K 106K * Painting K 3K * Furniture 15 Vari K 5K * Floor Tile 15 Vari K 2K * Kitchen Equip K 4K * Computer Eq K 4K Needed This Year for Full Reserves = $150,000. Needed This Year for Full Reserves = $150,000.

Annual Budgeted Maintenance Costs Average Approximately $40,000. Per Year

When to Move, and Where ? 1. Current Membership will support current facility with active rental campaign. 2. Consider small dues increases to keep budget balanced, and building well maintained for future. 3. Determine where largest population of Nobility is, consider purchase of land for future use. 4. Actively monitor membership and costs to pin point future needs.

Keep in mind the purpose of this study is to insure the financial solvency while providing the best possible facilities for the Nobility. Good planning will optimize our options. Preventing our assets from falling into disrepair, and a lower value due to decreased membership and budget restraints.

Leadership The Failure to Plan …………. …………. Is a Plan to Fail …………. Is a Plan to Fail R eal leadership is being the person others Will gladly and confidently follow. Will gladly and confidently follow.

How Can the Nobility Help ? 1. Bring in New Members 2. Start New Units Focused on Young People 3. Conserve Power in our Building 4. Help get Rentals for our Building 5. Take care of our Facilities 6. Fundraising for Upkeep of Building 7. Contribute to “Tree of Life” Fund 8. Keep Current Members Happy

Recommendations 1. Suggest dues increase of $2. per year 2. Stay in current facility provided; * Budgets are balanced yearly * Budgets are balanced yearly (4 0f last 5 years NOT Balanced) (4 0f last 5 years NOT Balanced) * Rentals are increased, review annually * Rentals are increased, review annually * Rental Marketing Program started * Rental Marketing Program started * Membership begins to increase * Membership begins to increase * Provide for young members * Provide for young members 3. Promote Perpetual Memberships

Alternative if Recommendations not met…….. 1. Identify possible locations for land purchase for new facility when purchase for new facility when needed. needed. 2. Identify property size and building size needed based on projected size needed based on projected membership in membership in (Estimated at 2100 members) (Estimated at 2100 members)

T o accomplish great things we must Not only act, but also dream; Not only plan, but also believe.

Our Destiny is in Our Own Hands We have the property and assets for a GREAT future if managed properly. The opportunity will present it self to sell high for a good profit, then to rebuild a quality facility for a smaller membership. The additional money will be able to be invested to insure a bright future for the next generation of Bahia Shriners. P lan your work, and work your plan.

Planning Our Future ………. For Success. For Success. The Bahia Futures Committee

P lanning is like a roadmap. It can show us the way, head us in the right direction, and keep us on course. Planning means mapping out how to get from where we are now to where we want to be. Planning is the power tool for achievement -- The magic bridge to our goal.

We Need your Help... Your Idea’s are needed, if you have one, bring it to our Futures Committee. Your Idea’s are needed, if you have one, bring it to our Futures Committee. We are looking for a Member with Convention Planning knowledge to join our Team. We are looking for a Member with Convention Planning knowledge to join our Team. We are looking for a Member with a Marketing Background to join our Team. We are looking for a Member with a Marketing Background to join our Team. Our Future Belongs to Every Member, Our Future Belongs to Every Member, ….. Lets make it a Bright One. ….. Lets make it a Bright One.