ANNUAL REPORT ‘22
Amaree Conley CREA Scholar
INTRODUCTION
2022 AT A GLANCE
Dear Key Stakeholder,
We offer our sincerest thanks for your support of CREA Foundation. In our first full year of existence, we raised $546K in contributions, established our first university partner (Indiana University- Purdue University Indianapolis), awarded 10 student scholarships and launched our first signature fundraiser through the CREA Foundation Scholarship Golf Classic. Of our total contributions, 88% were donations through the Investor Impact Network from CREA, LLC, individuals and corporate supporters, and 11% came through special event fundraising. As a corporate foundation, our commitment to the community resonates with our mission to improve the lives of youth and young adults facing financial barriers to success in the communities we serve by creating opportunities to further their learning, development and education. We are unwavering in our support of students from affordable housing communities by not only providing financial scholarships to support their postsecondary education goals, but also provide comprehensive wraparound services through our university partners to ensure we help students cross the finish line. As a key stakeholder, we thank you for joining us in working toward our vision of providing next step opportunities in education with a focus on college preparation, access and success for all youth and young adults living within our affordable housing communities. In addition to the accolades noted above, CREA Foundation celebrated the following: • 104 individual donors • $102,000+ raised at the inaugural CREA Foundation Scholarship Golf Classic • 32 corporate partners through Investor Impact Network membership • $61,000 in contributions through CREA employees • 88% of dollars raised directly supported comprehensive CREA Scholars Programs • $16,000+ raised in funds from external sources (third-party events) Thank you for your commitment to CREA Foundation. Your investment and support of our efforts will ensure the foundation continues to provide comprehensive support for students from affordable housing communities facing financial barriers in the future.
$ 546 THOUSAND
104
10
INDIVIDUAL CONTRIBUTIONS
TOTAL RAISED
SCHOLARSHIPS GRANTED
32 CORPORATE DONORS
10 INVESTOR IMPACT NETWORK MEMBERS
$ 102 k RAISED FROM EVENTS
CORPORATE INDIVIDUALS DONOR BREAKDOWN
EVENTS DIRECT DONATION SOURCES
Sincerely,
Arvetta Jideonwo, MHA, CFRE Executive Director
The CREA Scholars program provides financial scholarships and wraparound services to incoming freshman at partner universities for four years, ensuring that students complete their college career having attained a credential. CREA Foundation’s 2022 class of Scholars are studying at Indiana University Purdue University Indianapolis (IUPUI) . ABOUT THE PROGRAM
AMAREE CONLEY Amaree, a first-generation college student, aspires to be an OBGYN and advocate for women’s health. AMY DE LEON Amy aims to help create smiles in the dental field, and to join in diversity programs at IUPUI. DAAWAN BAKER Dawaan is both a scholar and an athlete, and hopes to study cybersecurity to start a career in tech. D’JHANEA JOYCE Active in school and in her community, D’Jhanea is interested in medicine and humanitarian work. GRACIE BOLES Gracie loved theatre and volunteerism in school, and plans to study psychology and mental health.
KAMYA WILLIAMS Kamya, no stranger to performance and using her voice, intends to pursue broadcast journalism. MAKAELA WATKINS Active in her local community, Makaela aims to study medicine and close healthcare gaps in urban areas.
NOMAR REYES
Nomar is a big fan of video games and tech, and wants to study media arts so he can design games of his
SCHOLAR STATS
PERRENA STOCKARD Perrena is passionate about storytelling, and hopes communications will help her to pursue that interest.
HOMETOWNS
AREAS OF STUDY
10 CREA SCHOLARS
MEDICINE
MEDIA
GAME DESIGN
RANIYA KNUCKLES
PSYCHOLOGY
Raniya passions are diverse, from business to criminal justice. She wants to explore all her interests at IUPUI.
TECHNOLOGY
EXPLORATORY
SCHOLAR SPOTLIGHT
Class of 2026 CREA SCHOLARS
5 First Generation Students
Average Award Per Year 86 Total Applications Submitted $ 6.5 k
6 Distinct areas of study
150 Credit Hours Completed
4 YRS Length of CREA Scholars Award 3 Scholars Residing in CREA Communities
10 Scholars
8 BIPOC CREA Scholars
Residing in Affordable Housing
PIES FOR EDUCATION
SCHOLARSHIP GOLF CLASSIC
Coinciding with CREA’s annual employee meeting, the Foundation launched a fundraising competition where departments with the highest money raised won the right to pie CREA Co-President & CREA Foundation Board Member Tony Bertoldi. 61 CONTRIBUTORS $ 2.5 k TOTAL RAISED 4 PIES THROWN
CREA Foundation’s inaugural golf outing presented a unique fundraising opportunity, bringing some of their most valued donors together for friendly competition and a chance to reflect on accomplishments.
16 FOURSOMES
Joe Crawley, Financial Analyst - Development , and TWG’s Joel Henney pose with their trophies at the inaugural CREA Foundation Scholarship Golf Classic awards dinner. 64 PARTICIPANTS
$ 102 k TOTAL RAISED
Alison Anderson, SVP - Originator plants one pie in the face of Co-President Tony Bertoldi, a sweet (and messy) reward for her department’s high level of contributions.
SEPT. 15 CREA HQ INDIANAPOLIS
SEPT. 27 BRICKYARD CROSSING
MARKETING & OUTREACH Creating and maintaining a network of connections is a vital aspect of CREA Foundation’s work. Marketing and outreach efforts reflect a dedication to the foundation’s mission, sharing compelling stories, and driving donations to support CREA Scholars. These are just a few examples of this important work: PRINT MATERIAL
BOARD OF DIRECTORS
Arvetta Jideonwo Executive Director
Jeff Whiting Chairman
PROGRAM
-
NETWORKING RECEPTION PROGRAM AND DINNER WITH SPECIAL REMARKS FROM:
6:30 7:00 - 8:00
“OUR MISSION IS TO PROVIDE ESSENTIAL RESOURCES TO STUDENTS WHO NEED THEM THE MOST – NO MATTER WHERE THEY CALL HOME.” Amaree, a first-generation college student, aspires to be an OBGYN to protect the safety of women & children. MEET THE SCHOLARS AMAREE CONLEY Indianapolis KAMYA WILLIAMS Indianapolis Kamya, no stranger to performance and using her voice, intends to pursue broadcast journalism.
ARVETTA JIDEONWO, EXECUTIVE DIRECTOR OF CREA FOUNDATION
Arvetta Jideonwo, Executive Director of CREA Foundation MAKAELA WATKINS Gary Very active in her local community in Gary, Makaela aims to study medicine & close healthcare gaps in urban areas.
AMY DE LEON Cicero Amy aims to help people love their smile in the dental field, and to join in diversity programs at IUPUI.
KATHY JOHNSON, PH.D., IUPUI EXECUTIVE VICE CHANCELLOR AND ACTING ASSOCIATE VICE CHANCELLOR FOR UNDERGRADUATE EDUCATION
SCHOLARS
MEMBERS
PROFESSOR ANDREW R. KLEIN, PH.D., IUPUI INTERIM CHANCELLOR
CLASS OF 2026 INDUCTION CEREMONY
NOMAR REYES Indianpolis
DAWAAN BAKER Anderson
Nomar is a big fan of video games & tech, and wants to study media arts so he can design games of his own.
Dawaan is both a scholar and an athlete, and hopes to study cybersecurity to start a career in tech.
JEFFREY WHITING, CHAIRMAN AND CEO OF CREA, LLC
YOUR CONTRIBUTIONS MAKE OUR WORK POSSIBLE – THANK YOU . CREALLC.COM/FOUNDATION PERRENA STOCKARD Indianapolis Perrena is passionate about creative storytelling, and hopes a degree in
AUGUST 22, 2022 IUPUI CAMPUS CENTER
D’JHANEA JOYCE Gary
ERIC WILLIAMS, PH.D., SENIOR EXECUTIVE DIRECTOR OF EDUCATIONAL EQUITY PROGRAMS
D’jhanea kept busy in high school – even working for the Gary city government! She’s interested in medicine and humanitarian work.
communications will help her to pursue that interest.
INDUCTION OF CREA SCHOLARS
GRACIE BOLES Brownstown Gracie was involved in
RANIYA KNUCKLES Evansville
Raniya passions are diverse, from business to criminal justice. She wants to explore all her interests at IUPUI.
theatre & volunteerism in school, and hopes to study psychology & mental health.
Golf Outing Sponsorship Packet
Scholars Induction Ceremony Program
General Brochure
Kyle Malone Grantmakers for Education
SIGNAGE
Charles Anderson CREA, LLC
Tony Bertoldi CREA, LLC
WEBSITE
Pam McIntyre Liberty Mutual
Investing in communities by investing in students.
“We provide students with the tangible tools they need to succeed.” – ARVETTA JIDEONWO, EXECUTIVE DIRECTOR
LEARN MORE AT CREALLC.COM/FOUNDATION
CREALLC.COM/FOUNDATION
Helping students cross the finish line.
CREALLC.COM/FOUNDATION
SCHOLARS
Katy McShane CREA, LLC
Laurie Levitt Schoenburg Bank of America
Roger Shank CREA, LLC
Brian Villa KGC Companies
CLASS OF 2026 INDUCTION CEREMONY
LOOKING AHEAD
20 NEW CREA SCHOLARS 2023 GOALS $ 550 k DISTRUBUTED THROUGH CREA SCHOLARS PROGRAM 150 TOTAL DONORS 2 UNIVERSITY PARTNERS
CREA Foundation's first full year of operation was one of amazing strides and incredible accomplishments. Thanks to the generosity of our key stakeholders, partners, contributors, and the hard work of those behind the scenes, the foundation made a stake in the educational landscape by committing support to ten students just beginning their individual journeys. It is my sincerest belief that we can continue this trajectory and affect change across the country if we continue in our important work. As we look to the future, I am filled with optimism and humbled by the grace of those who have been committed to CREA Foundation and support of our investments in the communities served by CREA LLC. Together, we're helping students in need cross the finish line and go forth to bring about change of their own. Arvetta Jideonwo , MHA, CFRE Executive Director
FUNDRAISING REPORT
CREA FOUNDATION FINANCIAL REPORT 2022
CONTRIBUTIONS □ Direct public support □ CREA, LLC in-kind contributions
Total Fundraising Revenue $481,224 Fundraising Events Total $63,5431 Total Number of Individual Gifts 1 05 Total Number of Corporate Gifts 32
$360,159 121,065
Proportion of total
88.1%
FUNDRAISING EVENTS & MISC. □ Fundraising events revenues □ Less: Direct donor benefit costs □ Other revenue
$102,125 (38,594) 1,286
Proportion of total TOTAL REVENUE: $546,041
11.8% 100%
EVENTS DIRECT DONATION SOURCES
EXPENSES □ Program services □ Management and general □ Fundraising
$546,041 102,726 64,967
TOTAL EXPENSES: $714,237
100%
Makaela Watkins – CREA Scholar Meet all CREA Scholars
TOTAL ASSETS: CHANGE FROM 2021: TOTAL LIABILITIES AND NET ASSETS:
362,303 168,196 362,303
CORPORATE INDIVIDUALS DONOR BREAKDOWN
THANK YOU TO OUR CORPORATE DONORS!
THANK YOU TO OUR INDIVIDUAL DONORS!
• Alison Anderson • Charles Anderson • Claire Baker • David Barnhouse • Tony Bertoldi • Jessica Birchler • Brandon Bowling • Stefanie Brown • Bill Budd • Paul Cardamon • Brenda Champy • Steven Chen • David Core • Andy Dalton • Carrie Daniel • Javier de la Rocha • Brad DeLamielleure • Shannon Donham • Stephanie Douglass • Maddie Eadie • Conner Eisenbes
• Amy Frist • Joe Gatti • Daniel Gerber • Hannah Goldstein • Eric Haaser • Ashley Hagan • Nancy Havlin • Josh Haycraft • Payton Hodson • Matt Holmes • Brad Howarth • Jamie Irwin • Arvetta Jideonwo • Eli Kahan • Matt Kesmodel • Moe Khan • Mandy Laird • Mary Ann Lang • Katelynn Lingle • Ashley Mangus • Gloria Marcano • Jennifer Marks
• Thuy Miller • Zachary Miller • Vincent Monaco • Abigail Murphy • Douglas Murphy • Danny Murray • Jeffrey Nelson • Brianna Ojata • Kelli Ozdemir • Pryiam Patel • Thomas Pereira • Patricia Phillips • Alex Piechowicz • Baker Prewitt • Will Pritchard • Bianca Pyko • Ryan Ray • Mike Regan • Madeleine Rex • Anthony Richardson • Jon Rieman • Ben Riesmeyer • Justin Rumer • Adrienne Schmetzer • Krysten Schmidt • Roger Shank
• Richard Shea • Sarah Smith • Neil Snorten • Brooke Solis • Shannon Steagall • Ed Stone • Erik Surbrook • Steven Tanner • Farrah Taylor • Sam Theising • Bill Tomlinson • Alicia Turner • Matt Urbanski • Brian Villa • Andy Voress • Kyle Waldman • Greg Wasiak • Margie Webber • Jeff Whiting • Brodie Wiener • Ellen Wilde • Asia Williams • Claire Williams • Sean Wilson • Michael Yates • Jonathan Yu • Alexandra Zais
• Applegate & Thorne- Thompsen • Associated Bank • Bank of the Ozarks • Barnes & Thornburg LLP • Cedar Rapids Bank & Trust • Charles Schwab • CIBC Bank • Comerica Bank • CREA, LLC • DOZ • Fifth Third Bank • First Financial Bank • First Republic Bank • Glick Philanthropies • KCG Companies • Kittle Property Group
• Leaf Software Solutions • LHD Benefit Advisors • Lumina Partners • Nixon Peabody Group • Nottingham Studios • Omni Holding Co. • Pacific Premier Bank • Pioneer Development Services Inc. • Ruscilli Construction Co. LLC • Signature Bank • Silicon Valley Bank • Sugar Creek Realty • The National Bank of Indianapolis • The Transcend Group • TWG Development • Wesbanco Bank
• Neala Martin • Kayla McCoy • Roddell McCullough • Katy McShane
• Tracy Engels • Brian Everest • Jon Fergione • Nicole Frank
Nomar Reyes – CREA Scholar Meet all CREA Scholars
CREALLC.COM/FOUNDATION
/CREA-FOUNDATION-INC
CONTRIBUTE TODAY
/CREA FOUNDATION
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