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) House- holds Avg. Contribution Avg. Program FeesTotal Pyts. Partners w/o kids27$1,200$65$34,155 Partners w/kids36$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 2 Auerbach Foundation 0 Natan Grant 0 Legacy Heritage Grant 0 Jewish Federation of Seattle 0 Bronfman (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