Program Services in 2016 | Joy, Success & …...STEVE STAMBAUGH – CPA, MBA GARY URBAN – GMU Geotechnical, Inc. JIM WASHBURN – DPR Construction Key Staff DANA BUTLER-MOBURG –

www.sheacenter.org

J. F. Shea Therapeutic Riding Center

2016 Board of DirectorsOfficers

JOHN M. FRANK – Board Chair; John M. Frank Construction, Founder & CEO

CHRISTOPHER HOPPER – Vice Chair – Development; Crosby Insurance, Inc.

BONNIE EASTMAN – Secretary; Bonnie Gonzales Interiors

LES THOMAS – Treasurer; Former President of Shea Homes Southern California

JENNY KLEIN – Member at Large; Community Leader

GILBERT AGUIRRE – Member at Large; Rancho Mission Viejo, EVP of Ranch Operations

KATHLEEN McCLEMMY – Member at Large; Manager: American Society for

Aesthetic Plastic SurgerySUSAN PUREL – Vice Chair, Planning;

Community LeaderSUSIE ROOF, PT – Member at Large;

Director of Rehabilitation Services Saddleback Memorial; Past Board Chair

DEBBIE MARTIN – Immediate Past Board Chair; Community Leader

Members at LargeALLYSON CONSTANTINO – Community Leader

JEFF CUNNINGHAM – Shea PropertiesJULIE FROST – Community Leader

TONY GREGORY – Custom Goods, LLCJULIE GUIZAN – Shea Properties

MARCIA JAGER – Community Leader; Past Board Chair

JEFF MOORE – CBRELAURA MULLER – Capital Group

AMBER OFFIELD – Community LeaderPAUL O’MARA – Wells Fargo BankSTEVE STAMBAUGH – CPA, MBA

GARY URBAN – GMU Geotechnical, Inc.JIM WASHBURN – DPR Construction

Key Staff DANA BUTLER-MOBURG – Executive Director

WALLACE CHAN – Chief Operating OfficerJANELLE ROBINSON, PT –

Director; Therapeutic Programs

Annual Report 2016Program Services in 2016 | Joy, Success & Independence

WHO WE SERVE

1,038 81% 49%TOTAL NUMBER OF

PARTICIPANTS SERVED IN 2016UNDER THE AGE OF 18 ARE FEMALE ARE MALE

HOURS OF CLIENT SERVICES =12,276 (UP FROM 10,049 IN 2015)

OUR VOLUNTEERS & STAFF 800+ TOTAL NUMBER OF ANNUAL VOLUNTEERS

22 full time staff; 17 part time or

contract staff

OUR HORSES & PONIES22Program fees account for 13% of our annual operating revenue. Our generous donors provide the rest.

223 = average number of weekly program volunteers 28,000+ = number of hours of time and talent donated by our volunteers8% have volunteered more than 5 years53% of volunteers are over 18 years of age86% of volunteers are female 14% of volunteers are male14 is the minimum age for our volunteers

1 Autism 36%2 Cerebral Palsy 12%3 Intellectual Disability 6%4 Developmental Delay 4%

5 Down Syndrome 3% 6 Seizure Disorder 2% 7 Stroke 2% 8 ADHD 2%

9 Sensory Processing Disorder 2%10 Spina Bifida 1%

2016 HIGHLIGHTS• Our physical, occupational and speech therapy services grew 29 percent during 2016.• 473 military family members, veterans and active duty persons participated in our military programs

during 2016. (We had 300 participants in 2015 for these programs.)• We provided financial aid to 83% of our clients.• All three major fundraising events sold out.• Our sold out inclusive summer program for kids with and without special needs voted best summer

camp in San Juan Capistrano.• Honored The Shelly Family and Irvine BMW at our gala event at the Montage Laguna Beach.• Volunteer awards highlights: Rookie of the Year – Dakota Maffetore. Youth Volunteer of the Year –

Brooke Maffetore. Adult Volunteer of the Year – Anita Puelma.• $500,000, five-year capacity building grant for our therapy services completed year one and began

year two. This project is closely connected to our continued use of Salesforce software for our program reporting and is focused on improving both quality and quantity in our medical services.

• Thanks to a generous multi-year facilities improvement gift, we have installed new stall flooring, security fencing, security cameras and improved audio visual tools.

• Thank you to MD Barnmaster for generously donating our new hay storage building.

TOP 10 DIAGNOSES TREATED AT THE SHEA CENTERPhysical and cognitive disabilities comprise 89 diagnoses seen at The Shea Center in 2016 with 70% of our clients having a diagnosis in one of the following top 10:

NUMBER OF HORSES AND PONIES OF VARIOUS BREEDS THAT SERVED OUR CLIENTS IN 2016

51%

Clients riding six or more years = 24%

3,024training hours for staff and volunteers

The J.F. Shea Therapeutic Riding Center is dedicated to improving

the lives of people with disabilities through therapeutic

horse-related programs.

The J.F. Shea Therapeutic Riding Center | 26284 Oso Road | San Juan Capistrano, CA 92675 | T (949) 240-8441 | F (949) 240-3447 | www.sheacenter.org

WHERE DOES OUR REVENUE COME FROM? We are grateful to our many generous donors who

provided 87% of our revenue in 2016.

n 46% Event Income

n 28% Grants and Donations

n 13% Program Fees

n 7% Drive to Ride Fund

n 4% Capacity/Tech Grants

n 2% Other

Gilbert AguirreAngels Baseball FoundationApplied MedicalArnold & Mabel Beckman

FoundationAssistance League of Laguna

BeachBeneto FoundationBilek Charitable FoundationMike BilekJulia & Andrew BoninCantor Fitzgerald Relief FundCapital BankCapital GroupCBRE Foundation, Inc.Sue & Greg ChaseDavid ClareClick Family FoundationAllyson & Paul ConstantinoKatie & Aaron CookDebra CorleyCrevier Family Foundation FundBrenda & Jeff CunninghamCustom Goods, LLCDavid & Julianna Pyott

FoundationDavid R. Clare and Margaret C.

Clare FoundationDavid YurmanSheryl & Adam DeVoneDonald L. Schoellerman

FoundationDPR ConstructionAshlee & Kelly DunaganBonnie & David EastmanEdwards Lifesciences FoundationRalph Eidem Jr.Employees Community Fund of

Boeing CaliforniaEwles MaterialsFarmers & Merchants BankMitra & Ali Fazeli Fidelity National TitlePetra & Joachim FischerJane FlynnPenny & Jon FosheimFrancis P. Torino FoundationSharon & John FrankJulie & Stuart Frost GMU Geotechnical, Inc.Golden State Foods FoundationAngie & Don Green

Lori & Brian HirthHonda R&D Americas, Inc.Cecilia & Christopher HopperHorses For Healing GroupBetty Jean IlerIrvine BMW, Irvine Mini,

Rolls-Royce Motor Cars Orange County

It Takes A Family Foundation, Inc.Jacqueline Badger Mars 2009

Charitable Lead TrustJay & Virginia McKie FoundationJeanette Bertea Hennings

FoundationJohn M. Frank Construction, IncTerry & Rande JohnsenKellie & Gary JohnsonKaryn & Damon Shelly Family

FoundationRobert KeijonenJenny & Bill KleinKNU For Kids FoundationDiana & Jerry La MottVera & Kirk LangsAngela & David LeeLewis A. Kingsley FoundationNancy & Derek LewisLinda I. Smith FoundationDebbie & Rhoads MartinMary and Emanuel Rosenfeld

FoundationMichael B. O’Donoghue

Foundation FundPamela MoellenhoffIrene Morris-MillerLaura & Joe MullerMichael MurphyO. L. Halsell FoundationO’Connell Family Foundation

TrustAmber & Calen OffieldPaul O’MaraOrange County Community

FoundationPalmieri TylerMonica ParrMonica & Tom ParrKim & Marvin PosnerSusan & Buddy PurelRancho Mission Viejo Rodeo, LLCRPM Mortgage, Inc.Don Schoellerman

Al and Mary Ann Schoellerman Foundation

Jill & Charles SchreiberSDG&EShea Homes Southern CaliforniaAndrea ShellySilverline Constuction, Inc.Brenda & David SkinnerLinda I. SmithVicki SmithSouth Coast PlazaSouth County Auto GroupStephen Stambaugh & Elena

CappadonaStuart Kane LLPMozelle & Myron SukutTaylor MorrisonThe Bank of America Charitable

Foundation, Inc.The Capital Group Companies

Charitable FoundationThe Corley FoundationThe Crean FoundationThe J. Grace Foundation

Charitable TrustThe Mary Alice Fortin Foundation,

Inc.The Offield Family FoundationThe Sence FoundationThe Thompson Family FoundationThe Walden W. & Jean Young

Shaw FoundationThe William & Margaret Fern

Holmes Family FoundationEllen & Les ThomasTJX Foundation, Inc.Michele TownTrustee CorpsUeberroth Family FoundationDonna & Gary UrbanTricia & Mark Van MourickTina & Kevin WalkerNatalia & Jeffrey WalsworthJim WashburnJayne & Steven WattsWells FargoWestern Digital FoundationWhitecross FoundationNancy WilliamsWinnpointe CorporationAllison & Ron WorobeyWendy & Bob Yoder

Thank you to our donors!In 2016, 1,699 contributors supported The Shea Center. Thank you for every gift and to these friends who contributed $5,000 or more during 2016.

• Ongoing veterinary care for our horses and ponies is donated to The Shea Center by Richard Markell, DVM of Ranch & Coast Equine Practice.

• Horse dentistry services donated by Larry H. Kelly, DVM.• Horseshoeing expenses are discounted by farriers Rick Rabin and Vic Sebring.

HOW WE USED OUR DONOR DOLLARS $3.3 million = annual budget to operate

The Shea Center in 2016

74 cents of every dollar donated was spent on therapeutic riding programs for our clients.

For a complete 2016 financial report, contact Dana Green at (949) 240-8441 x 109 or [email protected].

n 74¢ Program Services

n 17¢ Fundraising Expenses

n 9¢ Management and General Operating Expenses

ACHIEVEMENT GOALS REVIEW 2016Each year, the program services staff set client achievement goals to measure progress of The Shea Center’s returning clients and effectiveness of our program services. Several

factors can affect client achievement including health, attendance, and consistency.

1,592 Total Goals

n 79% Met

n 18% Partially Met

n 3% Not Met