Gtc progress report october 2013

Highlander Research & Education Center

GENERATIONS TO COME

CAPITAL CAMPAIGN

O C T O B E R 20 13 P R O G R E S S R E P O R T

LAND PURCHASE COMPLETED!

1 - 2 Purchase of Bays Mountain House & Land Completed 3 - 4 Update on Capital Projects 5 – 6 Campaign Donors & Pledgers 7 – 10 Campaign Financial Statements & Budget 11 – 13 Designs for Construction & Renovation 14 – 15 Comprehensive Site Plan Highlights 16 Campaign Committees

1959 Highlander Way, New Market, Tennesse 37820 ∙ www.highlandercenter.org∙ 865-933-3443 [email protected] ∙ facebook.com/highlander.center ∙ highlandercenter.tumblr.com

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On September 19, 2013, we made the final payment on the Bays Mountain house and land.

Purchasing the property was a bold move during trying economic times, and one we believe that history will prove fortuitous. We closed on the land October 1, 2008, and have met the

challenge of paying off this mortgage right on time.

Gratitude and congratulations to the Highlander community of donors, the Capital Campaign Committee, current and former board, staff and interns who shepherded this process

to make this moment possible.

With your help, the Generations to Come campaign has raised over $1,600,000 towards our $3.2 million goal. These funds allow us to:

1. Complete the purchase of the 80-acre property and house next to us for use in small-scale, extended-length residencies and to protect Highlander from encroaching development.

2. Provide lodgings that are fully accessible, energy efficient and comfortable, through a careful combination of new construction and renovation, for 40+ workshop participants.

3. Make all our facilities energy efficient and durable, and create a $500,000 maintenance endowment.

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Highlander grounds now total 186 acres of mountaintop meadows, woodlands and pastures overlooking the Great Smoky Mountains. On Sep

tember 20-22 these generous grounds provided shelter and replenishment for more than 200 people gathered for Highlander’s annual Homecoming.

12 structures…

Above: A celebration and dedication ceremony at the boundary line of the new land closed out the 2013 Homecoming.

Below: Views of the Bays Mountain house and land.

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Ca p i t a l P r o j e c t s

This summer, the Generations to Come Campaign has enabled us to sand, stain and thoroughly refurbish the Pavilion so that it is protected from damage by moisture and sunlight. Many thanks to Highlander staff who took part in this project: Marquez Rhyne for his beautiful ideas on the colors, and Johnny Bailey and Tony Denton for

their diligent, loving work on every spindle and plank – gorgeous work!

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The Child Care Suite (right) was thoroughly refurbished to become a bright, inspiring space for multiple uses: child care, small meetings, and family lodgings.

Health and Safety Upgrades were established as the first priority for capital projects. Since 2011 we have upgraded electrical infrastructure across the site and installed hard-wired smoke detection systems in all lodgings.

Our New Well was dug in May, 2012, and significantly boosted our water supply on the Hill. It will also supply the fire-suppression sprinkler systems as new construction and renovations are completed.

New Roofs now cover the Main Office, Bays Mountain House, Horton House and Pavilion.

Site Survey: Following the groundbreaking on September 2, engineers completed a site topographic survey, and have completed the utilities plan.

General Contractor for New Lodge: Tim McGinnis was approved by the Highlander Board to act as General Contractor for the new lodge and is busy completing cost estimates and helping us to refine the budget prior to construction.

Left: Dancers celebrate the refurbished Pavilion at the 2013 Homecoming.

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Campaign Donors and Pledgers

Henry & Tish Allen Lynda & Stephen Anderson Anonymous Anonymous Anonymous Anonymous Janet Axelrod and Tim Plenk Peter Bardaglio Harriet Barlow Scott & Phoebe Bates Gary Briggs (Bequest) Ellen Brodsky & Ted Rybek Dave Brown & Jane Covey Millie Buchanan Kathleen Campisano & Sarah Reece André Canty Guy & Candie Carawan Clayborne Carson Courtney Cazden Danny Chiotos Arthur Cornfeld Dan Cornfield & Hedy Weinberg Lee & Veronica Davis Kathie deNobriga Cam & Susan Duncan Tania Duran-Eyre Walter Enloe & Katherine Mathis Enloe Winifred Evans Steve Fisher & Nancy Garretson Donna & Steven Friedman Doug Gamble & Nina Gregg Gordon & Judy Gibson Mickey Gillmor & Henry Kahn Angelique Gonzales Jan Goodman & Jerry Manpearl Sara Gould & Rick Surpin Barbara & Douglas Hadsell Ash-Lee Woodard Henderson

Dr. Mark Hicks William Hofmeister Lorraine & Victor Honig Don & Ruth Horton Erica Hunt Greg Jobin-Leeds Kara Keeling Paul Kivel & Mary Luckey Joyce Lashof Diana Marie Lee Elsa & Philip Lichtenberg Leslie Lowe Beauvais Lyons & Diane Fox Paul Mack Kathleen Maloy Philip Mangis Annette Marquis Gilbert Martinez Virginia and Lester McClain Mary McClymont Brian McInerney Pam McMichael & Marian Urquilla Nancy Meyer & Marc Weiss Beth Meyerowitz Randall Miller Catherine Mooney Mary Morgan Barbara Mott John & Lucia Mudd Polly Murphy & Todd Shelton Jardana Peacock Roz Pelles George Pillsbury & Mary Tiseo Ruth Pohl Charles Price Andrea & Alan Rabinowitz Eric Rabinowitz Tammy Raduege & Randy Stoecker

Amelie Ratliff Cynthia Renfro Marquez Rhyne Nancy Richardson Wilson Riles Kate Rinzler (Bequest) Maria Rodriguez Jim Sessions & Fran Ansley Ian Simmons William Slavick B. J. & Paul Snow Patricia Soung Merlin Southwick Murphy Stack Burke Stansbury & Krista Hanson Allyn Steele Byron Stookey Charlie & Laura Thomas Cathy Underwood & Nancy Levit Liz Veazey Jason Von Kundra Carla Wallace Maggie West & Hudson Vaughn Erven & Elnora Williams Jerry Ziegler (Bequest) Foundations Annonymous Foundation Dolphin Foundation The Ford Foundation The Genevieve McMillan - Reba Stewart Foundation Live to Give Foundation Public Welfare Foundation Businesses Three Rivers Market Trillium Asset Management

Board Gifts: $48,080.00

Campaign Committee Gifts: $125,086.38

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Thank you to the Highlander community

of donors for your commitment to Generations to Come!

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I n c o m e : Pledges and Contributions as of October 3, 2013 $1,609,167.30

Gift Size

GOAL # Gifts

to Secure

GOALS for each gift

level

# Gifts Secured

GIFTS: Total Pledged & Given

as of October 3, 2013

Total Paid as of October 3, 2013 Cash Received

Balance Remaining

$500,000 1 $500,000 0 $0.00

$0.00 $0.00

$300,000 2 $600,000 2 $600,000.00

1 $300,000.00 $300,000.00 $0.00

1 $300,000.00 $299,988.63 $11.37

$150,000 2 $300,000 0 $0.00

$0.00 $0.00

$100,000 3 $300,000 2 $199,000.00

1 $100,000.00 $100,000.00 $0.00

1 $99,000.00 $66,000.00 $33,000.00

$75,000 4 $300,000 3 $195,500.00

1 $75,000.00 $75,000.00 $0.00

1 $63,500.00 $36,000.00 $27,500.00

1 $57,000.00 $17,000.00 $40,000.00

$50,000 8 $400,000 4 $190,128.96

1 $50,000.00 $10,000.00 $40,000.00

1 $50,000.00 $50,000.00 $0.00

1 $40,128.96 $40,128.96 $0.00

1 $50,000.00 $14,099.24 $35,900.76

$25,000 12 $300,000 8 $195,576.59

1 $24,576.59 $24,670.85 -$94.26

1 $25,000.00 $0.00 $25,000.00

1 $23,000.00 $23,000.00 $0.00

1 $23,000.00 $23,000.00 $0.00

1 $20,000.00 $20,000.00 $0.00

1 $20,000.00 $15,000.00 $5,000.00

1 $20,000.00 $20,000.00 $0.00

1 $40,000.00 $20,000.00 $20,000.00

$15,000 12 $180,000 7 $102,509.76

1 $15,000.00 $15,000.00 $0.00

1 $15,000.00 $0.00 $15,000.00

1 $15,000.00 $10,000.00 $5,000.00

1 $15,000.00 $5,143.95 $9,856.05

1 $15,000.00 $15,000.00

1 $15,000.00 $15,000.00 $0.00

1 $12,509.76 $12,509.76 $0.00

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I n c o m e : Pledges and Contributions as of October 3, 2013, continued

Gift Size

GOAL # Gifts

to Secure

GOALS for each gift

level

# Gifts Secured

GIFTS: Total Pledged & Given

as of October 3, 2013

Total Paid as of October 3, 2013 Cash Received

Balance Remaining

$10,000 12 $120,000 5 $49,786.38

1 $10,081.61 $10,081.61 $0.00

1 $10,000.00 $10,000.00 $0.00

1 $10,704.77 $10,704.77 $0.00

1 $10,000.00 $0.00 $10,000.00

1 $9,000.00 $9,000.00 $0.00

$7,500 12 $90,000 0 $0.00

$0.00 $0.00

$5,000 12 $60,000 12 $49,500.00

1 $5,000.00 $5,000.00 $0.00

1 $5,000.00 $0.00

1 $5,000.00 $5,000.00 $0.00

1 $5,000.00 $5,000.00 $0.00

1 $5,000.00 $5,000.00 $0.00

1 $5,000.00 $973.00 $4,027.00

1 $5,000.00 $5,000.00 $0.00

1 $4,000.00 $4,000.00 $0.00

1 $3,000.00 $1,000.00 $2,000.00

1 $2,500.00 $0.00 $2,500.00

1 $2,500.00 $0.00 $2,500.00

1 $2,500.00 $2,500.00 $0.00

$1,500 12 $18,000 4 $5,900.00

1 $1,500.00 $500.00 $1,000.00

1 $1,400.00 $1,400.00 $0.00

1 $1,500.00 $1,500.00 $0.00

1 $1,500.00 $0.00 $1,500.00

$1,000 12 $12,000 11 $11,257.61

Under $1,000

80 20,000 51 $10,008.00

Gift Size

GOAL # Gifts

to Secure

GOALS for each gift

level

# Gifts Secured

Total Given + Pledged

Total Cash Received

Balance to be Received

184 $3,200,000. 109 $1,609,167.30 $1,305,061.38 $299,105.92

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Comprehensive Campaign Budget, $3.2 Million

$1,510,000. Total of New Facilities + Upgrades for Energy Efficiency, Accessibility & Durability

$750,000. for New Facilities

379,120. New Lodge-Dorm: Build one 2,000sf lodge, with 12 bedrooms housing 12-16 people, sited off Center parking lot. Lodge will offer interiors and bathrooms designed to maximize privacy and comfort, and will include common room with kitchen, laundry, and screen porch. (Includes 10% Overrun)

247,500 New/Renovated Septima Clark Learning Center: Gut-renovate Old Dorm building to house new Learning Center next to Workshop Center, including all functions presently in current Resource Center (archive, popular education/Highlander publications, bookstore, bookstore storage, breakout meeting space, & more limited, sealed display of historic books). Will include screened porch across front. (Includes 10% Overrun)

123,380. Internal Re-Design & Renovation to Lodge-Dorm: renovate Old Library as lodge for 8-14, with walkway to Workshop Center; archive space to store administrative records & items to be accessioned. (Includes 10% Overrun)

$760,000. For Energy Efficiency, Accessibility & Durability Upgrades to all Highlander buildings & facilities.

222,283. Workshop Center: upgrade for energy efficiency; renovate to create 3 wheelchair accessible family bedrooms; refurbish Child Care room; upgrade kitchen. 96,833. Main Office: replace siding and windows, upgrade energy efficiency 91,500. Structural & Energy Efficiency Upgrades to Old Library Lodge-Dorm 17,000. Kentucky House (staff housing): renovate for energy efficiency and durability 17,000. Round House (staff housing): renovate for energy efficiency, durability, reduced maintenance. 16,209. Horton House: upgrade HVAC system; minor repairs 3,185. Farm House: stabilization 167,582. Sprinkler System and New Well for lodges, Workshop Center, Resource Center 19,591. Bays Mt. House: maintenance, minor renovations and repairs 7,750. Pavilion: sand wood, clean and seal wood 4,425. Cabin: demolish and landfill; use site for future lodges 28,000. Asphalt drive repair 1,120. Barn 67,522. 10% Contingency for cost overruns in renovation

$810,000. Pay down of Purchase for Bays Mountain House & Land

$360,000. Maintenance Endowment

$360,000. Campaign Administration

$160,000. Allowance for Pledge Attrition

3,200,000. TOTAL CAMPAIGN GOAL

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D e s ig n s f o r Co n s t r u c t io n a n d R e n o v a t io n :

New Lodge with kitchen, living room and gathering areas

New lodge design for Highlander will extend into the woods beyond the Workshop Center parking lot.

Lodge overhead view and floor plan.

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Lodges and gathering rooms will feature photographs, prints and displays honoring pivotal social justice movements and courageous leaders from Highlander’s history.

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D e s ig n s f o r Co n s t r u c t io n a n d R e n o v a t io n , c o n t in u e d :

The Septima Clark Learning Center

The closer proximity will allow our education team to incorporate these services and spaces into workshops more easily and frequently, which is especially important for those attending weekend workshops. We want to provide them the opportunities to become familiar with the whole range of materials available and plant the seeds for future use, long after the workshop has ended.

Adding needed space for the archive will enable us to house our permanent archive of historical materials in the new Learning Center and reserve the current archive room for materials that are being sorted and accessioned, as well as---at last!---creating a dedicated space for administrative records.

The building that now holds our crowded dorm will be renovated and redesigned to house the spacious and light-filled, new Septima Clark Learning Center.

Relocating and renovating the Learning Center will enable us to better meet the diverse needs of workshop participants, community organizers, researchers, staff, interns, and visitors. Over the course of our 80-year history, the Resource Center has been a key component of our educational programs, and has grown to include a unique range of services and resources---one of Highlander’s most unique assets.

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Co m p r e h e n s iv e S i t e P la n : H i g h l ig h t s

As we began planning to build new sleeping accommodations that would be accessible, energy efficient and sustainably built, we recognized the need to address these same issues in all our current buildings. To that end, Highlander conducted a structure and energy audit of all facilities in the spring of 2011, identifying the immediate, short and long term needs of our physical infrastructure. During the summer of 2011, an ad hoc committee comprised of board, staff and friends of Highlander completed an extensive planning process resulting in a new, comprehensive site plan. The site plan combines new construction with renovation and strategic re-purposing of existing buildings, calling for one new sleeping lodge and critical renovations in structural integrity, accessibility and energy efficiency for existing structures.

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Our objectives in the planning process were to ensure that:

all of our buildings become energy efficient, well maintained, designed for flexible use and used to their fullest capacity;

all our program facilities become fully accessible;

maximum feasible use is made of renovation with the scale of new construction limited to what is absolutely necessary;

facilities are located so as to best enhance their programmatic functions; and

the total size of our facilities complex is financially sustainable. The comprehensive site plan creates four “usage zones”: program, lodging, office and residential. Our program functions will be consolidated in two locations---the Workshop Center and the Bays Mountain House. The plan calls for building one new lodge near the Workshop Center and moving the Resource Center into the program zone, next to the Workshop Center. This plan yields a number of significant benefits:

Creating two, complementary program areas will enable us serve more people without sacrificing the intimate scale of our workshops. The Workshop Center will house Highlander workshops typically sized for 20-40 guests over 3-10 days. The Bays Mountain House will be used for smaller scale residencies, schools and extended-stay workshops for 1-6 people lasting 2-4 weeks. Each location will offer facilities surrounded by a restorative natural environment, with lodgings that offer optimum levels of security, accessibility and privacy for the great diversity of communities, organizations and individuals visiting Highlander.

Incorporating site-wide structural and energy renovations allows us to reduce the scale of new construction and lower energy and maintenance costs for the entire site.

Using multiple, smaller-scale lodges better suits the kind of workshops, gatherings and dialogues fundamental to Highlander’s methodologies.

Providing a variety of lodging configurations that are energy efficient, comfortable and accessible will enable us to better accommodate the great variety of gatherings held here and increase earned revenues from our facilities. Highlander will be able to offer single rooms, twin rooms, dorm-style rooms holding several bunk beds, rooms with queen-size beds, and several rooms designed especially to house families.

Moving the Resource Center next to the Workshop Center in a renovated structure immediately adjacent to the Workshop Center will enable greater integration with workshop programming.

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S t e e r in g , H o n o r a r y a n d G e n e r a l Ca m p a ig n Co m m it t e e s Biographic information given for identification only, does not represent institutional affiliation

Campaign Co-Chairs Henry Allen, Former Executive Director, The Discount Foundation Marian Wright Edelman, Founder and Executive Director, Children’s Defense Fund

Honorary Committee Scott Bates, Highlander Board Emeritus Deepak Bhargava, Executive Director, Center for Community Change Guy & Candie Carawan, Distinguished Activists & Musicians

Clayborne Carson, Professor of American History, Stanford; Director, Martin Luther King, Jr., Institute Donna Chavis, Executive Director, NCGives

Charles Cobb, Distinguished Journalist; Former Field Secretary, SNCC 1962-67

Dorothy Cotton, Leader in democratic citizenship education; Former Education Director, SCLC, 1960-68

Bill Fletcher, International Activist & Scholar in Labor & Racial Justice

Eric Foner, DeWitt Clinton Professor of History at Columbia University

Sara Gould, Atlantic Senior Fellow at the Foundation Center; Former Director, Ms. Foundation Sarita Gupta, Executive Director, Jobs With Justice Charis Horton, Daughter of Myles & Zilphia Horton

Thorsten Horton, Son of Myles & Zilphia Horton

Mac Legerton, Executive Director, Center for Community Action, NC Honorable John Lewis, U.S. Representative, Georgia 5th District; Former Chair, SNCC 1963-66 Cynthia Renfro, Civis Consulting, LLC Pete & Toshi Seeger, Distinguished Activists & Musician Richard Trumka, President, AFL-CIO

Hollis Watkins, Founder & President, Southern Echo; Highlander Board Emeritus

Campaign Committee (*Steering Committee) Frank Adams, Author and Social Critic; Former Director of Highlander Mary Thom Adams, Development Specialist and Consultant Harriet Barlow*, Founding Director, Blue Mountain Center; Director, HKH Foundation Millie Buchanan*, Program Officer, Jessie Smith Noyes Foundation Pablo Eisenberg, Senior Fellow, Georgetown University Public Policy Institute Robert Ben Garant, Actor, Comedian, Writer, Director, Producer; Great-nephew of Myles Horton Doug Gamble*, Labor & Community Organizer (retired) Diana Marie Lee*, Founder & Principal, Sweet Livity LLC Helen Lewis, Educator, Scholar, Activist & Leader in Appalachian Studies Pam McMichael*, Executive Director, Highlander Research & Education Center Rosalyn Pelles, Chair, Retired Director, AFL-CIO Department of Civil, Human & Women’s Rights Amelie Ratliff, Social Justice Advocate and Philanthropist Jim Sessions, President, Working America Education Fund; Former Director of Highlander Ian Simmons, Director, Foundation for Civic Leadership Marian Urquilla*, Consultant in Community-Centered, Equity-Based Development Elnora Williams*, Principal (retired) Knox County High Schools; Social Justice Advocate & Activist Erven Williams, Engineer, Project Specialist, Tennessee Valley Authority (retired) Alex Willingham, Professor of Political Science, Emeritus, Williams College