New Grant Request: August 21, 2019 Organization · story of Lizzie Velasquez “A Brave Heart.” Annual Statistics (July 2017 –June 2018): - 112 Presentations & Community Events

Episcopal Presbyterian Health Trust Responsive Grants

New Grant Request: August 21, 2019

Megan Meier Foundation EPHT Board Report- August 21, 2019

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Organization Megan Meier Foundation Grant Request $8,208 Purpose of Grant Counseling & Resource Center Community Program Use of Funds Counselors’ Salaries and other general support Persons Served 7 Grant Period 7/1/19 – 6/30/20

Report Summary Founded in 2007 after Megan Meier’s suicide, the Megan Meier Foundation (MMF) combats bullying, cyberbullying, and suicide through school and community presentations, school-based leadership workshops, and a Resource Center that offers support, access to resources, and counseling. Located in St. Charles City, in FY18 the Resource Center provided support and resources to 106 families, 40% of whom are from outside of St. Charles County, thus do not qualify for the St. Charles CCRB funding. 65% of clients seen by MMF qualify as “at or below poverty level” and qualify for free or reduced lunch. MMF’s counseling services are free of charge. Recognizing the need for services that are more accessible, in 2018, MMF hired a therapist capable of traveling to students’ schools and homes to provide sessions. Many sessions now take place within the school setting where children do not encounter transportation barriers. MMF is proposing provide counseling for seven children, youth, and their families from the City of St. Louis who have been negatively affected by bullying and cyberbullying. With a maximum of 15 counseling sessions available, MMF’s clients typically meet their therapeutic goals within ten sessions. MMF contracts with licensed professional therapists to provide counseling. Outcomes Program goals are defined as:

1) 95% of children and youth served will remain in school while receiving assistance and treatment through the Resource Center within 12 months of initial visit

2) 90% of children and youth served will achieve one or more of their identified treatment plan goals as established by the therapist or between therapist and individual within 12 months of initial visit

3) 90% of children and youth served will report an improved level of functioning within the home and school as a result of the Resource Center within 12 months of initial visit

Short-term outcomes are listed as:

1) Children are able to identify characteristics of bullying and cyberbullying 2) Children receive practical skills to intervene when they or someone they know is being bullied or

cyberbullied 3) Children are empowered with coping skills and resiliency toward issues of bullying and cyberbullying

Long-term outcomes are stated to be that youth have the knowledge and skills to make healthy life choices and techniques to manage behaviors effectively; are better able to identify, manage, and appropriately express their emotions; build safe and healthy relationships; and improve their engagement at school and at home. Financial Summary The Megan Meier Foundation is financially strong. The balance sheet indicates few liabilities, all of which are appropriate for an organization of its type. Assets are liquid and more than standard guidelines for cash reserves. Revenues have exceeded expenses for the past two fiscal years, with a large jump in “Other Program Revenues” in FY18 that resulted in an increase in net assets.

Episcopal Presbyterian Health Trust Responsive Grants

New Grant Request: August 21, 2019

Megan Meier Foundation EPHT Board Report- August 21, 2019

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Funding Rationale MMF wants to take a program that works well for students ages 19 and under in St. Charles County and bring it to students in the City of St. Louis; however, the model does not appear to be fully developed for St. Louis City. The program focuses on brief therapy counseling for students who have been bullied, cyberbullied, or are suicidal with the therapy taking place in schools or students’ homes, yet there is no indication that the organization has contacted schools – public, private, or parochial – in the City of St. Louis to build partnerships. In addition, the grant application states that because this is short-term, solution-focused in nature, long-term outcomes are difficult to measure versus identifying outcomes such as no longer reporting being bullied or no longer suicidal three months, six months, or one year after counseling. MMF does not indicate the need for any training on the differences between working with students from the City of St. Louis and St. Charles County. Finally, there are inconsistencies in the grant proposal that cause questions, such as stating that the organization would cover the cost of current clients if additional funding were secured versus adding new clients (the grant proposal) and 14% of the requested budget for occupancy costs for a program that occurs in community settings. Because of the lack of clarity in the program description and the proposal inconsistencies, St. Louis Community Foundation does not recommend funding this proposal. Previous Funding N/A Total Program Budget: $ 43,050 Trust Requested Grant: $ 8,208 Trust allocation: 19% Cost per person (EPHT): $ 1,173

Missouri CGA V.2.0: Page 2 of 22

Common Grant Application Cover Sheet Grantmaker to whom this application is submitted:

Application date: 7/16/19

Organization’s legal name: (as shown on IRS Letter of Determination)

Megan Meier Foundation

Doing business as: (if different from legal name)

NA

EIN #: 26-1523923

Address: 515 Jefferson Street, Suite A

City: St. Charles State: MO ZIP code: 63301

Org. Telephone #: 636-757-3501 Org. Fax #: 636-757-3504

Org. Website: www.meganmeierfoundation.org Org. Email Address: [email protected]

Executive Director: (or top executive)

Mrs. Tina Meier Title: Founder & Executive Director (Please include prefix and title)

Phone #: 636-757-3501

Email address: [email protected]

Main contact(s) for this proposal:

Mrs. Kate Bolhofner Title: Director of Community Outreach (Please include prefix and title)

Phone #: 636-757-3501


Board President: Mr. Grant Wiens

Phone #: 314-319-1784


Organization’s tax exempt status/IRS designation (e.g., 501(c)(3), 501(c)(9), etc.)

501(c)(3) Tax Exempt Letter Attached (Attach a copy of the IRS Letter of Determination- NOTE- this is not the state sales and use tax exemption certificate. If there has been a name change provide copies of the amended state certificate of incorporation and amended IRS Letter of Determination.)

If not a 501(c)(3) nonprofit, then who is the fiscal agent?

NA (Attach a copy of the written agreement from fiscal agent plus fiscal agent’s contact information and EIN.)

Organization’s mission statement: The mission of the Megan Meier Foundation is to support and inspire actions to end bullying, cyberbullying, and suicide.

http://www.meganmeierfoundation.org/

mailto:[email protected]




Type of request (check one): Note: not all funders support each type of request. Check with individual grantmaker. [ ] Capacity Building Support [X] Project/Program Support

[ ] New Project [ ] Existing Project [X] Expansion of Existing Project

[ ] Capital Campaign [ ] Other (explain) [ ] General Operating Support Project/campaign name: (if general operating please indicate)

MMF Counseling & Resource Center

Proposal summary: In 100 words or less summarize the purpose of this request. Funding from the Episcopal Presbyterian Health Trust would allow our Foundation to continue promoting resiliency and recovery among youth and their families negatively affected by bullying and cyberbullying through mental health counseling services. Our newly expanded Resource Center offers in home and at school therapy for teens and families to find meaningful support in the face of detrimental bullying-related trauma. Through mediation, validation, advocacy, and therapeutic care, our program has been able to effectively address crisis as it relates to bullying, cyberbullying, and suicide.

Funding period requested: (be specific)

7 / 1 / 19 through 6/ 30 /20 Amount requested: $ 8,208

Total project budget for this period: (not required if general operating request)

$43,050 Organizational annual budget:

$262,768

Organization fiscal year: 7 / 1 /19 through 6 / 30 /20

Geographic area(s) served by county. Please provide % served from the City of St. Louis.

Home and community based counseling services for youth under 19 in St. Louis City. This is an expansion of our existing home and school-based counseling services in St. Charles County. 100% of this grant would go toward providing these services in St. Louis City – an area we currently do not have grant funding for. (For this project. If general operations support, for this organization).

Does your organization receive funding from a giving federation? Please list all that apply. (e.g., United Way, Arts and Education Council, Jewish Federation, etc.)

N/A

Agreement I certify, to the best of my knowledge, that all information included in this proposal is correct. The tax exempt status of this organization is still in effect. If a grant is awarded to this organization, then the proceeds of that grant will not be distributed or used to benefit any organization or individual supporting or engaged in unlawful activities. In compliance with the USA Patriot Act and other counterterrorism laws, I certify that all funds received from this funder will be used in compliance with all applicable anti-terrorist financing and asset control laws, statutes, and executive orders.

7/16/19

Signature & Title of Authorized Representative (e.g. Executive Director)

Date


NARRATIVE SECTION A: ORGANIZATION INFORMATION 1. Brief summary of organization’s history. The Megan Meier Foundation (MMF) was founded by Tina Meier in 2007 after her 13-year-old daughter, Megan, tragically took her own life following an online hoax perpetrated by an adult neighbor posing as a fictitious boy on MySpace. Tina has since committed to preventing this type of tragedy by helping other students, families, schools, and communities affected by bullying-related issues. Our mission is to support and inspire actions to end bullying, cyberbullying, and suicide. The Megan Meier Foundation seeks to impact the nearly 13 million children bullied every year through educational programs aimed at understanding the issues surrounding bullying and cyberbullying, their prevalence and impact, as well as provide prevention and intervention techniques, resources, counseling and support. 2. Brief description of the organization’s current programs, activities, number served annually, and recent accomplishments. Since 2008, the Megan Meier Foundation has provided over 900 presentations and 150 community outreach events throughout the country, reaching more than 355,000 (approximately 30,000 annually) students, parents, and educators and other professionals. Each year the Foundation holds two Leadership Workshops designed to increase empathetic understanding and upstander behavior among students, which directly impacts over 500 students and school staff in the state of Missouri every year. Through the Megan Meier Foundation Resource Center, nearly 200 bullied youth and their families receive active, individualized support each year to provide them the necessary tools to navigate and resolve bullying and cyberbullying concerns. Furthermore, the Foundation has expanded services to provide mental health counseling to over 30 children and families negatively affected by bullying-related trauma in the past year. Tina Meier and the Megan Meier Foundation have been featured in numerous media outlets, including People Magazine in 2017, TedX Bend in 2016, and several documentaries, two of which two were in 2015 - Discovery ID’s “Web of Lies,” and the story of Lizzie Velasquez “A Brave Heart.” Annual Statistics (July 2017 –June 2018): - 112 Presentations & Community Events reached 51,812 K-12 students, educators, parents, and other professionals - 2 Leadership Workshops (High School & Middle School) reached 719 students and educators from the state of Missouri - Resource Center provided support and resources to 109 individuals - Resource Center provided clinical mental health counseling to 19 bullied/cyberbullied youth and their families. On average, each client utilized 9 sessions with one of our therapists - In total, MMF reached 52,692 individuals during fiscal 2017-2018

SECTION B: DIVERSITY, EQUITY, & INCLUSION Your answers will provide a valuable perspective on our potential grantees’ capacity to address the issues of diversity, equity, and inclusion (DEI). See User Guide for more information and examples. 3. List any internal or external efforts your organization is currently undertaking to incorporate diversity, equity, and/or

inclusion (DEI) into its policies and practices. Are there DEI initiatives your organization hopes to undertake?


MMF is committed to building a community which is equitable and inclusive. This means that in all aspects of its operations and at all levels of the organization, MMF works to ensure that there is no discrimination on the basis of, but not limited to, ethnicity, language, race, age, ability, sex, sexual or gender identity, sexual orientation, family status, income, immigrant or refugee status, nationality, place of birth, generational status, political or religious affiliation. MMF has an active non-discrimination policy applicable to all staff, board members, clients, and volunteers, and diversity and inclusion are cornerstones in the creation of our programs and services. Bullying has no boundaries, nor does it discriminate. 13 million children are bullied each year in the United States alone, and nearly one in three students report being bullied during a school year. These children come from a broad range of socioeconomic, racial, and religious backgrounds. Bullying really can happen to anyone at any time and without warning. Just as instances of bullying and cyberbullying do not discriminate, MMF works to ensure that our staff, board, and program delivery methods do not discriminate and are inclusive of the diverse needs of those who seek our services. MMF encourages individuals to participate fully and to have complete access to its services, employment, governance structures (board of directors, committees of the board and any board working groups that may be convened) and volunteer opportunities. It shall make every effort to see that its structure, policies and systems reflect all aspects of the total community and to promote equal access to all. To this end, MMF strives to ensure that: - Discriminatory or oppressive behaviors are not tolerated - Individuals who engage with MMF for service are valued participants who have opportunities to shape and evaluate programs - Community programs and services are developed and delivered to give priority to individuals in marginalized communities and are sensitive to the needs of diverse groups - Programs are delivered in such a way that systemic barriers to full participation and access are eliminated and so that positive relations and attitudinal change towards marginalized groups are promoted - Services are provided with sensitivity to the influence of power and privilege in all relationships, including service relationships, and are delivered in keeping with anti-oppression principles - Communication materials present a positive and balanced portrayal of people’s diverse experiences. 4. How are the demographics of the community/clients your organization serves reflected in the composition of your staff,

board, and/or volunteers? Are there ways that your organization strives to incorporate the perspective of the community/clients your organization serves? (Examples of demographics that may apply to your work include age, ability, national origin, religion, sexual orientation, socio-economic level, veteran status, or personal experience with issue (e.g., previous client of your organization)).

We consistently strive for more diversity in our organization and on our board. With only 3 staff members, MMF is 100% Caucasian/white. Our Board of Directors is comprised of 10 individuals – 80% Caucasian/White, 20% African-American/Black. Our efforts to increase diversity include networking and seeking out board members and volunteers from diverse backgrounds to promote inclusion in all that we do. We stay up to date on all of the latest research on marginalized communities, and continuously update our programming to ensure that the needs of all groups are represented. The diversity represented in our programs varies depending on each event, but on average, our clients (ages 10-19) identify as the following: Race:70% White/Caucasian, 12% Black/African American, 7% Multiracial, 5% Hispanic/Latino, 3% Indian/Pakistani, 2% Native American/American Indian, 1% Asian/Pacific Islander Gender: 60% female, 40% male Sexuality: 35% of our clients identify as one or more of the following: homosexual, bisexual, pansexual, transgender, unknown/questioning. 65% identify as heterosexual Need for mental health services in this demographic is demonstrated by 35% of LGBTQ clients compared to national average of 4.5% Socio-economic Level: 65% of our clients and the schools we serve come from families with income defined as “lower class,” “at or below poverty level” and with majority of these students qualifying for free and reduced lunch. SECTION C: DESCRIPTION OF COMMUNITY/CLIENT NEEDS & STRENGTHS 5. What are the community/client needs or problems that will be addressed by this project? Why is this issue important?


Internal data indicates that bullying and cyberbullying instances in the greater St. Louis metropolitan area are increasing. Of 42 states and the District of Columbia, Missouri had the highest rate of high school bullying on school property, and on average, Missouri was ranked as the 3rd worst state (out of 43) at controlling bullying in high schools. Students who experience bullying are at increased risk for depression, anxiety, sleep difficulties, and poor school adjustment. In fact, research indicated that students themselves, age 8-15, reported teasing and bullying to be “big problems,” more-so than drugs, alcohol, or the pressure to have sex. 1 in 4 adolescents report being bullied, and of those victimized by their peers, suicidal ideation was reported on average 2.4 times more than youth who reported not being bullied. Children are affected by bullying in a variety of ways from general somatic complications (i.e. stomachaches or headaches) to long-term mental health concerns (i.e. depression or anxiety). In an effort to address these destructive issues, the expansion of Megan Meier Foundation Resource Center provides youth/family consultations, mentorships, and mental health counseling services. Our program has yielded many positive outcomes for over 500 children and teens. Youth most frequently experience the following progress upon receiving clinical services through the Resource Center: •Fewer thoughts of suicide; •Increased sense of hope and optimism; •Increased sense of social support and improved connectedness with others; •More frequently engaged with parent(s)/guardian(s); •Experienced reduced feelings of anxiety and depression. Through collaborative investment in St. Louis area youth, we can help prevent the physical and psychological damage caused by bullying by providing free therapeutic sessions, using evidence-based practices performed by licensed professionals, to St. Louis children, adolescents, and young adults, thereby enhancing their ability to face their future as healthier, more resilient, and confident.


6. Identify 3-5 strengths of the community/clients that your organization serves AND explain how those strengths might

contribute to the success of this project. The Megan Meier Foundation benefits from invested school administrators in the St. Louis area. Close collaboration and school/organization-based referrals have made the Megan Meier Foundation Resource Center a staple support in our community for bullied youth and their families. The Foundation has continued to foster these relationships with communication and regular updates. We consistently reach out to our connections at these schools and organizations to learn what needs are emerging and how we can help fill this need. These connections have allowed MMF to establish Memorandums of Understanding (MOUs) in numerous school districts in our surrounding area, and through this connection we can provide services quickly to youth in need. The Megan Meier Foundation also benefits from a community with many different community-based resources through which we can provide referrals. We have established relationships with Youth-in-Need, Boys and Girls Club, St. Charles County Youth Connection, and have an MOU with Behavioral Health Response, all of which contribute in providing a network of support for those we serve. As part of our school collaborations, we educate, support and consult with faculty and administrators on best practices (based on the U.S. Department of Health and Human Services) of preventing and intervening when bullying and cyberbullying occur. We help schools understand the role of the educator and provide them with tools and resources to immediately deescalate situations and further refer students and families to the Resource Center. Working together with the schools, MMF is a liaison between students, parents, and educators as well as other third parties including police departments, family service providers and social media platforms to provide the most practical outcome to bullying and cyberbullying situations. MMF also benefits from strong name recognition and brand familiarity. Since our inception, Tina Meier and the Megan Meier Foundation have worked closely with Senator Scott Rupp and Governor Matt Blunt’s Internet Task Force for the State of Missouri to help pass Senate Bill 818 (Missouri’s Internet Harassment Bill), which went into law on August 28, 2008. Representing the mission of the Foundation, Ms. Meier has appeared nationally and internationally on several television networks and syndicated talk shows, including CNN broadcasts, Larry King Live, The Today Show, Dr. Phil, and The Tyra Banks Show. She was a consultant to the production of the ABC Family movie “Cyberbully” released in July 2011, and appeared in several documentaries, two of which two were in 2015, Discovery ID’s “Web of Lies,” and the story of Lizzie Velasquez “A Brave Heart.” In April 2016, Tina was one of the featured speakers for TedX Bend, Oregon. SECTION D: PROJECT INFORMATION 7. Describe who will be served by this grant? Please include what percentage of those served live in poverty and how you define poverty.


MMF seeks to impact the nearly 13 million youth impacted by bullying every year. We offer educational programs to any age level, but our target population for mental health counseling services includes the over 100,000 K-12 students in public or private schools within St. Louis City, St. Louis County, and St. Charles County, ages 10-18 who have been negatively affected by bullying or cyberbullying. MMF recognizes that the increasing diversity among residents in St. Louis and St. Charles has added cultural, social and economic benefits to our community. MMF is also sensitive to the fact that oppressed groups experience marginalization and encounter barriers to full access and participation in the community. MMF seeks to increase access and participation, especially for those who are marginalized, disadvantaged or oppressed. In order to meet the needs of these groups, we have always provided our counseling services free of charge. When MMF first began offering counseling, all sessions took place at our office location in St. Charles. We recognized a need for services that were even more accessible, so in 2018, we hired a therapist capable of traveling to schools and homes to provide sessions. Since this addition, demand for our services has skyrocketed, demonstrating the need for therapy that is both free and easily accessible. While we still offer the option for services to take place at our offices, many of our sessions now take place within the school setting, where children do not encounter barriers regarding transportation. 65% of clients seen by MMF qualify as “at or below poverty level” and qualify for free or reduced lunch. Funding would provide our organization the ability to continue promoting resiliency and recovery among youth and their families negatively affected by bullying and cyberbullying in the St. Louis Region. Currently funding through the St. Charles County Children’s Resource Board (CCRB) covers the cost of mental health counseling for youth in St. Charles County. Unfortunately, the St. Louis region is underserved. Over the last year, our Resource Center has served 106 families from the St. Louis region, and approximately 40% of youth and families were actively seeking mental health counseling services, which we were unable to provide due to funding limitations. 8. How many will be served with funding from this grant? Through collaborative investment in St. Louis area youth, we can help prevent the physical and psychological damage caused by bullying by providing approximately 70 in-school therapeutic sessions to St. Louis children, adolescents, and young adults, thereby enhancing their ability to face their future as healthier, more resilient, and confident. Our short-term, solution focused counseling sessions range from 6-15 sessions. Each session is defined as one unit of counseling at our audited rate of $117.26. A grant of $8,208 would provide 70 units allowing us to serve between 5-12 children that year. Our average client meets their therapeutic goals within 10 sessions, and if this trend continues, we would provide counseling to 7 children with a grant of $8,208. 9. What are your project goals? (Operating or capital requests: what are your agency’s major goals?)


Since its inception, the Resource Center has received numerous calls, emails, and social media contacts from bullied and cyberbullied children, adolescents, and their families. Today, the Center has evolved into a place for children and families to receive the therapeutic services necessary to reduce the long-term impact of bullying-related trauma with designated areas for intrapersonal or interpersonal expression, including small group activities, a counselor’s office, art and sand tray therapy room. The purpose of the Resource Center is to establish a support network for bullied children, and promote healing through expressive, therapeutic activities and counseling for youth and families negatively impacted by issues surrounding bullying and cyberbullying. Benefits of the program include 1) children being able to identify characteristics of bullying and cyberbullying, 2) children receiving practical skills to intervene when they or someone they know is being bullied or cyberbullied, and 3) empowering children with coping skills and resiliency toward issues of bullying and cyberbullying, thereby allowing them to move into adulthood with greater confidence. Funding from an existing CCRB grant has allowed children in St. Charles County to receive necessary individualized mental health counseling designed to help them effectively cope with bullying-related issues through our Resource Center, which based on extensive research is a unique service not provided by any other area organization in St. Charles. Our program goals are defined as the following:

- Goal 1: 95% of children and youth served will remain in school while receiving assistance and treatment through the Resource Center, within 12 months of initial visit.

- Goal 2: 90% of children and youth served will achieve one or more of their identified treatment plan goals as established by the therapist or between therapist and individual, within 12 months of initial visit.

- Goal 3: 90% of children and youth served will report an improved level of functioning within the home and school as a result of the Resource Center, within 12 months of initial visit.

10. What activities do you intend to engage in or provide to achieve the aforementioned goals? Please provide an in-depth description of the activities/services, including: 1) how much, 2) how often, 3) how long activities/services will be provided. For expanded project requests, distinguish between current and expanded activities/services.

MMF believes in the innate strength and value of each individual who seeks our services and explores individual abilities and skills allowing for one to cope with adversity and crisis. Additional resources and information are presented to struggling youth and their families as means of increasing knowledge on the issues and strategies to appropriately manage such issues. The Resource Center’s collaborative nature incorporates aspects of external support influences including parents/caregivers, school faculty/staff, and other pertinent community members and agencies. We firmly believe that through our counseling services youth will experience meaningful psychosocial and academic improvements, thereby reducing the long-term, detrimental effects of bullying. Therapy through the MMF Resource Center is free of charge to clients, youth ages 19 years and younger, who reside in St. Charles County. This can extend to St. Louis youth pending awarded grants. The Megan Meier Foundation Resource Center is a “covered entity” under the Health Insurance Portability and Accountability Act (HIPAA) and has policies and procedures to ensure our operations are HIPAA compliant. The Foundation currently has three contracted therapists – one licensed professional counselor (LPC), one licensed clinical social worker (LCSW), and one licensed marriage and family therapist (LMFT), who specialize in adolescent therapy. Through the Megan Meier Foundation Resource Center, counseling services are provided by trained professionals who can incorporate developmentally appropriate child-led play techniques as a method of fostering effective communication by the child and family system. All Megan Meier Foundation contracted counselors have a Master’s degree in their respective fields with additional licensure in the state of Missouri regarding their practice and extensive work with children, adolescents, and young adults. As determined by their national professional competencies and ethical requirements, our licensed mental health professionals are responsible for note-taking, case analysis, proper diagnosis, and outlining an effective treatment plan that is realistic and achievable. Should MMF receive additional funding through Bridgeton Landfill Community Fund, it may be necessary to hire an additional contracted therapist to meet the growing need for services. The therapist must provide evaluations for the youth, their parent/guardian and the therapist on sessions 3, 6, 9, 12, or at termination. These evaluations must be grouped together and submitted to the MMF Program Manager at each time period. Therapists are required to work a 50-minute clinical hour, unless it is the client’s intake-session or other circumstances warrant session time modification. Therapists are expected to provide case management for the remaining 10 minutes during the clinical hour. At the completion of the program, post-surveys will be used to identify if therapeutic goal(s) were achieved.


11. What are the anticipated short-term and long-term measurable outcomes that would be achieved by this grant? Therapy is designed to support youth in finding resolution to concerns regarding bullying, enhance greater self-understanding and acceptance, and develop effective means to cope with such issues in their daily lives. MMF retains therapists to perform services through the Resource Center that are short-term, solution-focused, and strength-based in nature. Services will be provided to youth negatively impacted by bullying and cyberbullying and their families. Services are short-term interventions, allowing for a range of total client sessions from six (6) to fifteen (15), however, should a child require more long-term therapeutic services, the counselor will continue to provide necessary services until the necessary referral is made. The creation of a short-term, treatment plan goal takes place confidentially between the client and the contracted clinician. Non-licensed staff are not involved in this process for ethical reasons. Therefore, best practices for this particular goal are determined by the licensed marriage and family therapist or licensed professional counselor who utilizes a reputable, evidence-based framework for clinical services as deemed appropriate by their respective governing professional organization. All therapeutic best practices are determined by the therapist and his/her expertise in the field of mental health counseling. Additional benefits of this program include 1) children being able to identify characteristics of bullying and cyberbullying, 2) children receiving practical skills to intervene when they or someone they know is being bullied or cyberbullied, and 3) empowering children with coping skills and resiliency toward issues of bullying and cyberbullying, thereby allowing them to move into adulthood with greater confidence. Because our services are short-term, solution-focused in nature, the long-term outcomes of the program are difficult to measure. Through our counseling services, we provide youth with the knowledge and skills to make healthy life choices, as well as techniques to effectively manage behaviors, including avoiding risky, unhealthy, and otherwise dangerous behaviors. Youth that utilize our services are better able to identify, manage, and appropriately express their emotions, can build safe and healthy relationships, and improve their engagement at school and at home. These long-term outcomes result in much happier and stable youth that can go on to engage meaningfully and give back to their communities. 12. What is the timeline for implementing this grant? MMF is prepared to implement this grant immediately. This is an existing program with an established need. In December 2018, MMF contracted a therapist who is able to conduct sessions in schools and at client homes. Since this addition, demand for our services has skyrocketed and our funding for 2019 was fully utilized by May 2019. We are using additional financial resources to fund therapy for the clients we have already committed to. We believe that it is essential that youth in need of our services are not terminated from counseling before they have met their clinical goals and are ready to move on. Should we receive additional funding, we would fill sessions with our existing therapists, and are prepared to hire an additional contracted therapist should the demand arise. 13. What are the organization’s most significant interactions with other organizations and initiatives? For project requests,

address this question with respect to that project only. (e.g., who are the other partners, what is your past experience collaborating with each organization, what is their role in this project, and what is their expertise, etc.?)


Because the majority of bullying and cyberbullying occurs during the school year, collaborating with local school districts is imperative. The Foundation has been a trusted referral within St. Charles County school districts for nearly 10 years, and each year the Foundation reaches out to new districts and builds stronger relationships with more faculty members and administrators through other Megan Meier Foundation programs and events. In addition to interacting with schools directly, the Foundation communicates and promotes program availability to School Resource Officers, PTO/PTAs, community partners and relevant organizations such as the YMCA and other recreational centers, Boys and Girls Clubs, police departments, and through local municipal courts. The Foundation targets these individuals and entities through personal meetings and presentations, phone conferences, email, social media, and direct mail. When students are referred to the Megan Meier Foundation from schools and organizations for mental health supports, program staff determine their level of fit within our short-term, strengths-based, solution-focused counseling program based on their self-reported mental health history, severity of concerns, level of suicidality, among other factors through intake. Further assessment is done by the assigned licensed clinician. In the event that a child would not benefit by our services (e.g. they require more intensive mental health supports), the Foundation (primarily MMF counselors) provide an ethical, professional warm-handoff to other therapeutic supports. Additional supports include Crider Health Center, Alternative Behavioral Care, Mercy, and SSM Health. Together with other area hospitals and organizations we have developed working relationships and continuum of care that helps make for a streamlined transition for Megan Meier Foundation clients. The Foundation also fosters a referral network for other area independent counselors who specialize with youth and adolescents and have a reasonable waitlist for services and accept a wide variety of insurance options. Our goals through the Megan Meier Foundation is to provide bullied and cyberbullied children the necessary skills to deal with interpersonal trauma among and between themselves and peers, and for that reason, we recognize the necessity for quality services provided in a time-sensitive nature. 14. What other agencies or projects are doing similar work in the region and how are you different? Funding from an existing CCRB grant has allowed children in St. Charles County to receive necessary individualized mental health counseling designed to help them effectively cope with bullying-related issues through our Resource Center, which based on extensive research is a unique service not provided by any other area organization in St. Charles. Megan Meier Foundation recognizes the necessary work of other organizations, like CHADS Coalition, which provides licensed counseling and telephone support as part of its efforts in advancing awareness and prevention of depression and suicide, among other school-based programs. CHADS and Megan Meier Foundation’s missions both focus on saving young lives, however our programs focus on peer advocacy and leadership skills in order to help bystanders learn the necessary strategies to become active upstanders in their schools and communities. An “upstander” is someone who recognizes when something is wrong and acts to make it right. When an upstander sees or hears about someone being bullied, they speak up. We also recognize the efforts of Character Plus to develop positive character traits through education and resources. One of their programs focuses on preventing bullying and cyberbullying by teaching educators to create a school culture where students respect and understand each other. Megan Meier Foundation emphasizes teaching students and at-risk youth to be more accepting of differences among peers and empowers them to be leaders against bullying. MMF also goes beyond purely preventative bullying programs through our Resource Center which offers in-depth support and guidance specifically to at-risk youth negatively affected by bullying and cyberbullying. Character Plus operates as a membership organization whose members are schools and school districts. The Megan Meier Foundation does not receive membership dues and operates strictly on individual or corporate donations, corporate sponsorships, and fundraisers. Our services are tailored specifically to issues of bullying and cyberbullying, resiliency and peer-to-peer conflict resolution. Peer-to-peer components are crucial to making an immediate and a lifelong impact on the students. Our programs incorporate concepts of proven models while always making improvements and adaptations for the age group and current issues. Our programs are ultimately geared toward developing deeper awareness, empathy, advocacy and leadership skills am 15. Who are the key staff members, board members, and/or volunteers who will ensure the success of the

project/organization and what are their qualifications?


TINA MEIER - Founder and Executive Director Tina Meier is an internationally recognized speaker on bullying, cyberbullying, internet safety, digital footprints, conflict resolution, sexting, and suicide awareness and prevention. On October 16, 2006, Tina Meier’s life took a devastating turn when her 13-year-old daughter, Megan Taylor Meier, took her own life following a cruel cyberbullying incident. In December of 2007, Tina Meier founded the 501 (c)(3) non-profit Megan Meier Foundation. Each year, Tina travels throughout the country as a keynote speaker addressing the issue of bullying and cyberbullying in today’s world. Since 2008, Tina has reached more than 355,000 students, educators, and parents through her presentations. KATE BOLHOFNER - Director of Community Outreach A St. Charles resident, Kate graduated from Washington University in St. Louis with her Master’s degree in Business Administration with an emphasis on Marketing and Organizational Behavior. Kate learned about the Foundation through her work with WashU’s Taylor Community Consulting Program, where she and her fellow MBAs provided pro-bono consulting work for Megan Meier Foundation in 2013. She works tirelessly to further the foundation’s mission through writing compelling grants, coordinating our annual fundraising events, and managing our social media accounts. She has been a valuable member of our team since November of 2016. ELIZABETH BLOOM - Program Coordinator Our newest team member, Elizabeth is a public health outreach worker from the suburbs of Philadelphia, Pennsylvania. After graduating from college at Saint Joseph's University, she began working as a journalist and volunteer in Jasper County, South Carolina. She then turned to the Peace Corps in 2017 and spent two years working in Cameroon, Africa to promote public health with youth, specifically working to combat stigmas surrounding HIV/AIDS, gender, cultural and societal norms, and sexuality. Elizabeth works to design and help implement programs while empowering youth to take on leadership roles. KRISTIN MALAT, M.A, LMFT Kristin Malat, MA, LMFT is a Licensed Marriage and Family Therapist specializing in working with children, families, and couples. Kristin has worked in the mental health field for over 3 years and has experience working with populations in a residential drug treatment program, diversity within a school setting, and families dealing with divorce. She has experience working as a case manager with foster care at the Department of Social Services, Children's Division and providing case management to adults dealing with co-morbid mental illness. Kristin practices as a structural therapist out of the evidenced based systemic perspective. She utilizes play therapy techniques within the systemic perspective. As a structural therapist, Kristin works with families, individuals, and groups on re-organizing the system structure and re-defining boundaries to help maintain or develop a healthy balance within the relationships that make up the system. LIZA SPIELMAN, M.A., LPC Liza Spielman, MA, LPC is a Licensed Professional Counselor specializing in working with children, adolescents, and adults. Liza has worked in the mental health field for over seven years. She worked for four years with children, adolescents, and adults on an inpatient psychiatric unit at a hospital facilitating individual counseling sessions, family sessions, and group therapy. Liza has over three years of experience working with adolescent and young adult clients at a county jail guiding them through individual sessions and educational groups to make healthier choices in life. She uses different counseling approaches during sessions such as Motivational Interviewing, Cognitive Behavioral Therapy, and Solution Focused Brief Therapy. These positions and counseling approaches gave her experience in helping clients with a variety of different issues such as suicide, homicide, depression, anxiety, substance abuse, bullying, anger, relationships, physical and mental abuse, and issues within the family unit. Liza believes in being a good listener and non-judgmental during her sessions to build rapport with her clients, and to help motivate them to make healthy choices that will help them cope with the stressors of life. BOB MCCULLOUGH, PH.D., LCSW Bob McCullough, PH.D, LCSW specializes working with children, adults and families with a focus on parenting skills. Bob has worked in the behavioral health field for over 25 years with experience in a variety of settings and populations including hospital, outpatient, residential, corporate and crisis management. His roles have included designing, implementing and leading multi-faceted teams including Clinical Director of an international digital behavioral health company. Bob utilizes the techniques of cognitive behavioral therapy, brief solution focused and family structural to help students and families build healthy relationships where all can thrive. 16. What staff, board, or volunteer training and professional development needs are required to implement this project, if

any? Please be specific (e.g. trainings on cultural competency, effective use of social media, or fundraising techniques).


This is an existing program, and as such, all staff and therapists are up to date on all necessary trainings for successful implementation. All Megan Meier Foundation contracted counselors have a Master’s degree in their respective fields with additional licensure in the state of Missouri regarding their practice and extensive work with children, adolescents, and young adults. The Megan Meier Foundation is closely guided by evidence-based practices that direct non-clinical Resource Center programs: listen, support, and refer. Staff members validate the concerns of youth and families negatively affected by bullying and cyberbullying, and offer meaningful resources and supports to more appropriately address these detrimental issues. Program practices have thus far proven successful, requiring no immediate changes to Foundation policies and procedures. Megan Meier Foundation programs are implemented, monitored, and evaluated by a full-time staff member, who has over five years of experience with human services. Overseeing all organization needs and outputs is the Executive Director with over ten years of experience. All staff is trained in key areas, including Signs of Suicide, Mental Health First Aid, and Applied Suicide Intervention Skills Training, to provide the most-effective services to youth and families, which has led to positive outcomes through mediation, referrals, empathetic listening, and facilitation of meetings with schools. 17. How does this request fit within your organization’s long-term goals? (We define long-term as the time-period beyond

this grant). How does this project support your organization’s implementation of its strategic plan? While increasing outreach, the Megan Meier Foundation continues to expand its headquarters to provide additional services to youth, parents, educators, and other professionals. Through our Resource Center for individuals and families impacted by issues of bullying and cyberbullying, the Foundation offers transitional services including on-site mental health counseling and other expressive therapeutic activities. From Fiscal Year 2018 through 2022, our strategic plan aims to aggressively advance the Foundation’s mission by addressing four core objectives:

1.) Increase awareness and empathetic understanding regarding the issues surrounding bullying, cyberbullying, and suicide.

2.) Provide education to foster bullying prevention and intervention by means of addressing and reducing the prevalence and impact of bullying, cyberbullying, and suicide.

3.) Offer meaningful individualized support and referrals to individuals and families negatively impacted by issues surrounding bullying, cyberbullying, and suicide.

4.) Advocate for social change in the form of pro-social and upstander behaviors among youth to reduce bullying behaviors and foster safe, healthy school and community climates.

Funding for the Resource Center would specifically address objectives 2 & 3 of our strategic plan. Prevention and intervention techniques are critical in addressing issues surround bullying, cyberbullying, and suicide. In order to support these objectives, we are actively taking the following steps:

• increase and enhance active collaborations with schools, law enforcement organizations, legal representatives and mental health professionals to disseminate bullying-related information and provide programs to actively address bullying

• increase the number of children served, geographic service areas, and the number of licensed clinical mental health professional(s) to provide therapeutic support to students who are showing clinical concerns stemming from bullying-related issues

• increase the number of counseling groups (led by clinical staff) for students impacted by issues of bullying, cyberbullying, and suicide

• provide school-based counseling therapy to individuals and groups. 18. What is your long-term funding plan once funding from this funder ends? (For project requests, address this question with respect to that project only).


The Foundation has historically obtained in-kind donations equivalent to approximately 25% of the total project cost. Additionally, a fraction of each of the following helps to offset the project cost: • Two main annual fundraising events (Annual Trivia Night and Golf Tournament) • Donations from individuals nationally and internationally • Local club and organizational support and contributions • Corporate Sponsors including Intersections Inc., Build-A-Bear Workshop Foundation, Tyler Technologies, Missouri Foundation for Health, SSM Health, Enterprise Holdings, CCI Environmental, Mercy, Anders CPA among many others. Each year begins new research, grant requests, and sponsorships or collaborations that help make our Resource Center successful and sustaining. The Resource Center has received significant grant funds from the Community and Children's Resource Board (CCRB) for the last three years. 19. Describe the extent to which your project/organization is based on evidence-based, best, or promising practices. The Megan Meier Foundation takes an eclectic approach to our programs and does not implement one type of evidence-based program in a traditional context, however, therapeutic intervention is based in evidence and has historically proven to be effective at supporting the recovery of victims of trauma, specifically aspects of cognitive behavioral therapy (CBT). Evidence-based therapies (i.e. CBT) implemented through the Megan Meier Foundation Resource Center have been shown to be very effective in reducing symptoms associated with depression, anxiety, and post-traumatic stress disorder in teens. Megan Meier Foundation programs are patterned after successful, evidence-based models including Social Emotional Learning (SEL), the Penn Resiliency Program (PRP), and Sources of Strength. Other bullying and cyberbullying content is based off of specialized, reputable sources including government and nationally recognized organizations and professionals in the field. In particular, Social Emotional Learning and the Penn Resiliency Program cater to the goals and outcomes of the Resource Center. By incorporating components of these different models, the Resource Center focuses on core competencies which specifically promote pro-social and empathetic behaviors, social problem-solving skills, and individual coping strategies in response to peer adversity. Social Emotional Learning addresses interpersonal skills including cognitive, affective, and behavioral competencies. It is a process through which children and adults acquire and effectively apply the knowledge, attitudes, and skills necessary to understand and manage emotions, set and achieve positive goals, feel and show empathy for others, establish and maintain positive relationships, and make responsible decisions. The Penn Resiliency Program was designed for youth age 10-13, addressing intrapersonal skills including cognitive, behavioral and social skills that are taught and practiced in multiple ways such as role-playing, short stories, and discussion, all of which may be utilized at the discretion of the licensed mental health provider in the Foundation’s Resource Center. Youth are encouraged to use these skills in their everyday lives. It is particularly effective for youth with risk factors for depression, which can stem from bullying and lead to suicidal contemplation. As part of our school collaborations, we educate, support and consult with faculty and administrators on best practices (based on the U.S. Department of Health and Human Services) of preventing and intervening when bullying and cyberbullying occur. We help schools understand the role of the educator and provide them with tools and resources to immediately deescalate situations and further refer students and families to the Resource Center. Working together with the schools, MMF is a liaison between students, parents, and educators as well as other third parties including police departments, family service providers and social media platforms to provide the most practical outcome to bullying and cyberbullying situations. SECTION E: EVALUATION 20. What tools and processes does your organization use to measure whether or not your program is achieving its goals and

outcomes? Describe the measurement tools (e.g., intake sheets, participation checklists, pre/post surveys, client questionnaires follow-up surveys, co-design evaluation tools/co-collect data with your clients/community members, etc.).


The licensed mental health professional is responsible for note-taking, case analysis, proper diagnosis, and outlining an effective treatment plan that is realistic and achievable. Benchmarks will be measured along the way through the clinical sessions. Evaluations are conducted during sessions: 3, 6, 9, 12 or termination to ensure clients are meeting the following objectives: • Children, youth, and families severely impacted by bullying and cyberbullying will have local access to receive emotional and psychological treatment to reduce or resolve the distress of the situation. • Children and youth served will remain in school while receiving therapy services. • Children and youth served will achieve individual clinical goals as determined with their counselor. • Children will experience an improved level of functioning (i.e. enhanced academics, increased ability to problem solve in social settings, reduced feelings of anxiety, fewer suicidal thoughts and actions). In addition to measurement at sessions 3, 6, 9, 12, post-surveys will be used to identify whether or not therapeutic goal(s) were achieved at the completion of the program. Units of measure will include 1) tracking the number of children served, 2) time allocation per child and family, 3) supervised hours of each child or activity, 4) number of appointments, and duration of sessions, with a clinician. We will track the earlier mentioned data related to each case, such as synopsis, severity, third parties involved, staff time, actions and follow-up, etc. For confidentiality as it relates to client assessment and evaluation, the MMF Resource Center utilizes a client database (TherapyNotes), questionnaires (Quality of Life Index), and surveys. Results and reports from these activities are used to continuously monitor progress, to assess areas of risk, and to ensure clients are receiving the greatest possible benefit from services. All data collected is maintained in a secure, confidential manner. Summarized information and statistical data are used for reports to Megan Meier Foundation stakeholders, grant writing, and training purposes. 21. How will the evaluation results be used to inform/strengthen future programming and organizational operations? The Megan Meier Foundation collects data regarding the success of each client in addition to their perception and level of satisfaction with provided clinical services. This information helps MMF better adjust programming to meet the needs of children in our community. Conditions within the community and within MMF are ever changing. Therefore, any improvement plan must be specific and take into account the immediate issues as well as long term goals. The specifics of the quality improvement plan will be developed by each of the teams and committees. Input will be obtained from each group on at least a quarterly basis by the Executive Director which will report the information to the Board of Directors. The adjustments and improvements made by the Executive Director to any and all MMF operations will be reported to the Board in the annual report and during the evaluation of the strategic planning process during budgeting. Process: The overall quality improvement process follows the IDEA model: Îdentify parameters of improvement efforts ˆDevelop action steps to enhance quality Êvaluate data to determine performance and outcome enhancement Ânalyze process and efforts to begin the next cycle If any aspect of the Systemic Quality Improvement Process identifies areas of MMF in need of improvement, a plan shall be developed to address this area. This process is seen as way to improve efficiency and effectiveness of processes and activities throughout the Foundation. Annual goals are to identify: 1) areas in need of improvement that need to be addressed, 2) strong areas that need to stay strong or 3) new areas MMF wants to develop. The overall responsibility for this process of the IDEA model is the Executive Director with reports to the Board of Directors. Corrective action is an ongoing process throughout. Survey response information helps inform us of the success of each contracted therapist and their approach, or modality, to the counseling environment. Results are shared with contracted therapists to promote professional growth and self-awareness. Given that a great deal of data collected has been extremely positive, it also tells us what is working for our population, and offers insight into the best ways to make a positive difference in the lives of St. Charles youth. Successful programming is evidenced by this glowing parent testimonial: “This program was a Godsend, as our insurance was not covering the cost of counseling for my daughter, plus we couldn't really find the right "fit", Kristin was wonderful and out of all the counselor's my daughter has seen, she seemed to connect with her the best. I am hoping the program can continue for my daughter as well as for others. My daughter’s grades have gone from "F" to "A" and she is getting out and doing things again, instead of hiding in her room!!! Thank you for all you do!”


SECTION F: BUDGET NARRATIVE JUSTIFICATION 22. After completing the CGA budget template (NOTE: check both tabs of the spreadsheet), please provide a description of

each expense and revenue line item listed on the program/project budget. Indicate whether this is a new expense for your project or if funding is being requested to cover a current/existing expense. For example, if you list personnel expenses, please state whether these funds will be used for new or existing staff positions. Explain how the numbers are being calculated.


MMF RESOURCE CENTER – PROGRAM BUDGET JUSTIFICATION NARRATIVE

EXPENSES 70 UNITS @ $117.26/UNIT (AUDITED RATE) = $8,208 SALARIES: MMF SUPERVISORS Prior to deriving FTE numbers, an assessment was done of each full-time employee’s time allocation to each of the Foundation’s programs. From these percentages, the actual expense was calculated specifically for the resource center as indicated below: Program Manager – Existing Position (.15 FTE = $5,772) (Based on $18.50 per hour x 2080 = $38,480) Total = $5,772 Executive Director – Existing Position (.15 FTE = $8,700) (Based on $58,000 salary = $27.88 x 2080) Total = $8,700 TOTAL: MMF STAFF SALARIES = $14,472 SALARIES: MMF SUPPORT SPECIALISTS 105 hours of Youth and Family Support Specialists (MMF staff, existing positions) will be provided to youth and their families in in connection with issues stemming from bullying, cyberbullying, and suicide. These specialists are trained to provide emotional support and resources. Youth and Family Support Specialist 1 will provide 70 hours (@$23/hr) = cost of $1,610 Youth and Family Support Specialist 2 – will provide 35 hours (@$23/hr) = cost of $805 TOTAL: MMF SPECIALIST SALARIES = $2,415 STAFF FRINGE BENEFITS Unemployment insurance @ 3.25% Social Security tax @ 6.2% Medicare tax @ 1.45% Paid vacation and holidays estimated @ 6.5%

- (7 holidays + 10 average vacation days per direct support staff/261 work days = 6.5%) ($14,472 + $1,690 = $16,162 @ 17.4% = $2,812) TOTAL: STAFF FRINGE BENEFITS = $2,812 TOTAL PROGRAM SALARIES & FRINGE BENEFITS: ($14,472 + 2,415 + $2,812) = $19,699 70 Hours = 20% of 350 HOURS. MMF is requesting $3,940 for program salaries & benefits CONTRACT SERVICES: 350 units of Community-Based Counseling services through Megan Meier Foundation Resource Center will be provided to children and their families for a salary total of $10,744. A licensed mental health professional (contracted, existing positions) will be responsible for 35 youth seeking therapy in connection with issues stemming from bullying, cyberbullying, and suicide. We anticipate 10 therapy sessions on average for one youth and their family. Hours = 350 clinical hours (7 hours a week x 50 weeks) (350 hours divided by 2080 = 17% FTE) Cost = $10,744 total direct clinical staff salary (.17 FTE @ $63,200 = $10,744) TOTAL: CONTRACTED SERVICES = $10,744 70 Hours = 20% of 350 HOURS. MMF is requesting $2,149 for contract services

SECTION F: BUDGET NARRATIVE JUSTIFICATION (CONTINUED)


OCCUPANCY Megan Meier Foundation Resource Center’s physical location is at 515 Jefferson Street, Suite A & B., St. Charles, MO 63301. Approximately 1,800 square feet @ $5.20 per square foot has been renovated to include a therapist’s office, therapeutic and expressive art room, sand tray therapy room, large group support/training room, staff and intern office, computer lab for youth and their families, a bathroom and small storage room as well as additional administrative suites. Westbrook Group, LLC. Has reduced the price per square foot from $11.00 to $5.20 as an in-kind donation. (1,800 Sq. ft. @ $5.46 per sq. foot = $9,828) MMF has allocated 47% of rent/occupancy for this program (.476 @ $9,828 = $4,680) TOTAL: RENT/OCCUPANCY = $4,680 UTILITIES Westbrook Group, LLC. pays for the water, sewer, trash collection, snow removal and lawn maintenance as an in-kind donation. Laclede Gas expenses per year = $816/year Ameren expenses per year = $1,800 [$90/Suite A, $60/Suite B] ($816 + $1,800 = $2,616) MMF has allocated 46% of utilities for this program (.459 @ $2,616 = $1,200) TOTAL: UTILITIES = $1,200 TOTAL: OCCUPANCY, RENT & UTILITIES: ($4,680 + 1,200) = $5,880 70 Hours = 20% of 350 HOURS. MMF is requesting $1,176 for occupancy TRAINING & PROFESSIONAL DEVELOPMENT: Existing program, not requested INSURANCE: Professional Liability Insurance, estimated by Assurance Brokers per year at $1,800. MMF is only requesting 60% of insurance for this program TOTAL: PROFESSIONAL LIABILITY INSURANCE = $1,080 Building Insurance and D&O Insurance, estimated @ 1% of direct costs ($37,567 * 0.01 = $376) TOTAL: INSURANCE: ($1,080 + 376) = $1,459, not requested TRAVEL: Travel expenses include mileage reimbursement for therapists traveling to schools and client homes. MMF currently has one traveling therapist, expansion of this project would allow us to further utilize this therapist and potential hire another one. Average mileage per month: 292 * $0.58 reimbursement rate = $170/month ($170*12 months = $2,040/year) TOTAL: TRAVEL = $2,040 20% = $408; MMF is requesting for travel SUPPLIES: Existing program, not requested


MMF RESOURCE CENTER – PROGRAM BUDGET JUSTIFICATION NARRATIVE (cont.)

EQUIPMENT Equipment is defined as all necessary office tools, including: office phones, cell phones, Internet access, fax, etc. Staff members have cell phones for emergencies and to reach management/other staff.

- Cell phone bill = $144/month or $1728/year - 5 phone lines, 1 fax line, and internet = $269/month or $3,228/year - Total: $1,728 + 3,228 = $4,956

MMF has allocated 11% of equipment costs to this program (.11*$4,956 = $550) TOTAL: EQUIPMENT = $550 70 Hours = 20% of 350 HOURS. MMF is requesting $110 for equipment PRINTING, COPYING, & POSTAGE Printing & Coping estimated @ 1.5% of total direct costs of $37,567 ($37,567 * 1.5%) = $564 Postage estimated @ .05% of total direct costs of $37,567 ($37,567 * 0.5%) = $188 TOTAL: PRINTING, COPYING, & POSTAGE: ($564 + $188) = $752 70 Hours = 20% of 350 HOURS. MMF is requesting $150 for printing EVALUATION: Existing program, not requested, considered part of program staff costs MARKETING: Existing program, not requested, MMF has established MOUs with numerous school districts and is closely tied in with community resources CONFERENCES/MEETINGS ETC: Existing program, not requested, not relevant ADMINISTRATION SALARIES (existing positions) Indirect administrative staff supports programs by means of maintaining outreach, supplementing financial expenses, and regularly updating Resource Center services provided to youth and their families. A description of the indirect administrative salaries follows: Megan Meier Foundation’s Executive Director, Programs Manager, and Development Director. It is estimated that the indirect costs incurred by these staff members will not exceed $3,000 year to year. TOTAL ADMINISTRATIVE SALARIES – INDIRECT PROGRAM STAFF: $1,737 ADMINISTRATIVE FRINGE BENEFITS Unemployment insurance @ 3.25% Social Security tax 6.2% Medicare tax 1.45% ($1,737 @ 10.9% = $189) TOTAL ADMINISTRATIVE FRINGE BENEFITS: $189 TOTAL ADMINISTRATION SALARIES & FRINGE BENEFITS: $1,926 70 Hours = 20% of 350 HOURS. MMF is requesting $385 for administration TOTAL FUNDS REQUESTED FROM EPHT FOR EXPANSION OF EXISTING PROJECT: $8,208 (70 units of counseling at $117.26/unit)


MMF RESOURCE CENTER – PROGRAM BUDGET JUSTIFICATION NARRATIVE

REVENUES CCRB MMF has received funding through the St. Charles County Children’s Resource Board (CCRB) since 2016. This funding covers the cost of mental health counseling for youth in St. Charles County only. Unfortunately, there is additional need in St. Charles County and the surrounding St. Louis county region is also underserved. The CCRB has renewed our funding for this program in 2019 to cover the cost of 217 units of counseling for approximately 20 youth for a total dollar amount of $25,445 ($117.26*217) Historically, MMF has been able to retain this level of funding year over year. TOTAL FUNDING – CCRB: $25,445 JUVENILE JUSTICE CENTER MMF has collaborated with the Juvenile Justice Center of St. Charles County to provide much needed services to our community. We entered into this partnership in 2018 and continue to see an increased demand for this demographic. The Juvenile Justice center has contracted MMF to provide therapy sessions to youth for a total dollar amount of $5,000. Thus far, MMF has been able to retain this level of funding year over year. TOTAL FUNDING – JUVENILE JUSTICE CENTER: $5,000 INDIVIDUAL DONORS MMF is fortunate enough to have a large network of generous and invested individual donors. Each year we solicit donations for our Resource Center and allocate funds toward our counseling services. This allows for some extra financial sustainability so we can continue to provide services should our grant funding run out. While the amount varies each year, on average we can estimate that we will receive $3,000 in individual donations for this purpose. TOTAL FUNDING – INDIVIDUAL DONORS: $3,000 INCARNATE WORD FOUNDATION MMF has received funding through the Incarnate Word Foundation (IWF) since 2017. This funding is restricted to the cost of mental health counseling for youth in St. Louis County and St. Louis City only. Despite this funding, there is still overwhelming need in these communities. IWF has renewed our funding for this program in 2019 to cover the cost of 34 units of counseling for approximately 3 youth for a total dollar amount of $4,000 ($117.26*34) Historically, MMF has been able to retain this level of funding year over year. TOTAL FUNDING – IWF: $4,000 DONALD H. & MARY JANE BUCHANAN FOUNDATION MMF reaches out to a number of caring foundations every year and asks for assistance in supporting our counseling services. The Donald H. & Mary Jane Buchanan Foundation has supported our efforts since 2017. Each year we consistently receive a charitable donation in the amount of @3,000 to support our therapy services. TOTAL FUNDING – BUCHANAN FOUNDATION: $3,000 (Pending) FUNDRAISING EVENTS MMF hosts several fundraising events throughout the year. One of which is our annual Trivia Night, where we ask guests to support our counseling program through a fund-a-need wall. We ask them to take various donation amounts from the wall until we reach our goal of $1,800 – an amount that would allow us to provide 15 sessions of counseling to one youth in need. TOTAL FUNDING – FUNDRAISING EVENTS: $1,800 IN-KIND SUPPORT MMF receives numerous in-kind donations every year, some of which go toward supporting this program. On average, the value of these donations is approximately $500. TOTAL FUNDING – IN-KIND: $500


1. Copy of the current IRS Letter of Determination indicating tax-exempt status.

2. List of current board of directors. Include the following information for each board member: • Professional affiliations (name of organization of employment and title) • ZIP code of residence (e.g. 63105, 63135)

3. If applicable: Letter of support from each collaborating organization that explains their role and is signed by the top

executive(s) of that organization.

4. If applicable: Memorandum of Understanding or contract between the organization and the fiscal agent/fiscal sponsor.

5. Financials NOTE: financial statements are to be prepared according to generally accepted accounting procedures (GAAP)

• Project budget (must use Excel CGA Project Budget template included as part of this application) • Internally prepared income statement for current fiscal year. (You may use Excel CGA Organizational Budget

template included in this application or your own personal template). AND

i. Complete copy of organization’s audited/reviewed/compiled financial statements for the last fiscal year (which should include two (2) years of financial information). OR

ii. Organization’s most recently filed Form 990, plus internally prepared financial statements for the past two (2) years. Must include: * Statement of activities (income statement) * Statement of financial position (balance sheet) * Statement of cash flow

6. Additional Attachments: Individual grantmakers may choose to request additional attachments. Please check with the individual grantmaker.

Please read the following statements and check both the boxes certifying that this application is complete according to the requirements set forth by the grantmaker.

X I have reviewed the website or spoken with the grantmaker to whom I am submitting this application and have reviewed their mission, funding interests, process, and requirements to determine if my request is a funding fit.

X I have included in this application any additional materials and attachments required by this funder.

Episcopal Presbyterian Health Trust

Salary and Benefits 19,699$ 3,940$ Contract Services (e.g consulting, professional, fundraising) 10,744$ 2,149$ Occupancy (e.g. rent, utilities, maintenance) 5,880$ 1,176$ Training & Professional Development -$ -$ Insurance 1,459$ -$ Travel 2,040$ 408$ Equipment 550$ -$ Supplies -$ -$ Printing, Copying & Postage 752$ 150$ Evaluation -$ -$ Marketing -$ -$ Conferences, meetings, etc. -$ -$ Administration 1,926$ 385$ *Other - _____________ -$ -$ *Other - _____________ $ - -$

TOTAL EXPENSES 43,050$ 8,208$

Contributions, Gifts, Grants, & Earned RevenueCommunity and Children's Resource Board St. Charles County 25,445$ -$

Juvenile Justice Center St. Charles County 5,000$ State Government -$ -$

Federal Government -$ -$ Individuals 3,000$ -$

Incarnate Word Foundation 4,000$ -$ Buchanan Foundation -$ 3,000$

Membership Income -$ -$ Program Service Fees -$ -$

Products -$ -$ Fundraising Events (net) 1,800$ -$

Investment Income -$ -$ In-Kind Support 500$ 500$

TOTAL REVENUES 39,745.00$ 3,500.00$ *Please specify for contributions over $1,000.

Amount Requested from FunderTotal Project Expenses

Missouri CGA - Project Budget (Required)

Committed PendingRevenues

Expenses


Episcopal Presbyterian Health Trust Megan Meier FoundationExpenses

SALARIES 162,984$ RENT 10,394$ UTILITIES 3,651$ INSURANCE 2,069$ ACCOUNTING 4,997$ CONTRACTED SERVICES 17,016$ TELEPHONE & INTERNET 3,994$ TRAVEL & MEETINGS 2,400$ OFFICE SUPPLIES & POSTAGE 6,415$ MARKETING 4,000$ FUNDRAISING EXPENSES 15,453$ PROGRAM SERVICES 27,698$ BANK FEES 1,697$

TOTAL EXPENSES: 262,768.00$

Revenues Committed PendingContributions, Gifts, Grants, & Earned Revenue

Children's and Community Resource Board St. Charles County 25,445$ -$ Juvenile Justice Center St. Charles County 5,000$

State Government -$ -$ Federal Government -$ -$

Individuals 18,902$ -$ Intersections Inc. (One Year Consulting Revenue) 96,300$ -$

Incarnate Word Foundation 4,000$ -$ St. Louis Cardinals Care 3,000$

The Kerr Foundation 2,800$ -$ TEGNA Foundation 2,500$

Walmart/Sam's Club 2,000$ BNSF Railway Foundation 1,300$ -$

G.J. Grewe Foundation -$ 5,000$ Program Service Fees 34,750$ -$

Fundraising Events (net) 70,937$ -$ Investment Income -$ -$

In-Kind Support 4,500$ 1,600$ TOTAL REVENUES: 271,434.22$ 6,600.00$

*Please specify for contributions over $1,000.

Missouri CGA - Organizational Budget (Optional)

MEGAN MEIER FOUNDATION

FINANCIAL STATEMENTS

JUNE 30, 2017

Page

Financial Statements:

Independent Auditors' Report 1

Statement of Financial Position 2

Statement of Activities 3

Statement of Functional Expenses 4

Statement of Cash Flows 5

Notes to Financial Statements 6-9

TABLE OF CONTENTS

GOLDMAN

KoTILER UNELL

PEARLSTEIN &

RECHTIEN, LLC CERTIFIED PUBLIC ACCOUNTANTS

To the Board of Directors of Megan Meier Foundation

INDEPENDENT AUDITOR'S REPORT

11861 Westline Industrial Drive Suite 900 St. louis, Missouri 63146 Phone: (314) 569-1133 Fax: (314) 569-1180 www.gkupr.com

We have audited the accompanying financial statements of Megan Meier Foundation (a nonprofit organization), which comprise the statement of financial position as of June 30, 2017, and the related statements of activities, functional expenses and cash flows for the year then ended, and the related notes to the financial statements.

Management's Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor's Responsibility

Our responsibility is to express an opmwn on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Opinion

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of Megan Meier Foundation as of June 30, 2017, and the changes in its net assets and its cash flows for the year then ended in accordance with accounting principles generally accepted in the United States of America.

Goldman, Kottler, Unell, Pearlstein and Rechtien, LLC St. Louis, MO October 3 1, 20 17

Members: American Institute of Certified Public Accountants • Missouri Society of Certified Public Accountants


STATEMENT OF FINANCIAL POSITION

JUNE 30, 2017

See accompanying notes.-2-

Cash 82,925$ Accounts Receivable 17,590 Prepaid Expenses 4,960 Leasehold Improvements 19,417

Total Assets 124,892$

LiabiltiesPayroll Withholdings 3,848$ Prepaid Revenue 3,380

Total Liabilities 7,228

Net AssetsUnrestricted 117,664

Total Net Assets 117,664

Total Liabilities and Net Assets 124,892$

ASSETS

LIABILITIES AND NET ASSETS


STATEMENT OF ACTIVITIES

FOR THE YEAR ENDED JUNE 30, 2017


UNRESTRICTED NET ASSETS

Unrestricted RevenuesContributions 72,960$ Speaking Engagements 48,300 Leadership Workshops 4,230 Other Program Revenues 16,779 Fundraising Events 111,676 Miscellaneous Revenue 117 Government Grants 34,387 Interest Income -

Total Revenues 288,449

ExpensesProgram Services 187,856

Supporting ServicesGeneral and Administrative 10,742 Fundraising 32,190

Total Expenses 230,788

Increase in Net Assets 57,661

Net Assets at Beginning of Year 60,003

Net Assets at End of Year 117,664$


STATEMENT OF FUNCTIONAL EXPENSES



Resource Center Speaking

Leadership Workshops

Community Outreach

Other Programs

Total ProgramServices

General and Administrative Fund-raising Total

Accounting Services -$ -$ -$ -$ -$ -$ 4,799$ -$ 4,799$ Annual Appeal - - - - - - - 378 378 Depreciation 1,937 1,181 859 287 59 4,323 121 212 4,656 Fundraising Events - - - - - - - 24,761 24,761 Insurance - - - - - - 787 - 787 Leadership Conferences - - 4,083 - - 4,083 - - 4,083 Miscellaneous 3,352 2,045 1,486 496 103 7,482 - - 7,482 Occupancy 9,910 4,906 3,565 1,190 248 19,819 557 974 21,350 Office Expenses 769 469 341 114 24 1,717 48 84 1,849 Salaries and Wages 47,242 28,816 20,943 6,993 1,454 105,448 2,963 5,183 113,594 Payroll Taxes 3,915 2,388 1,735 579 121 8,738 245 429 9,412 Telephone 1,368 834 606 202 43 3,053 86 150 3,289 Therapist 20,155 - - - - 20,155 - - 20,155 Travel - 9,097 - - - 9,097 - - 9,097 Website 175 107 77 26 5 390 11 19 420 All Other Expenses 1,591 970 705 235 50 3,551 1,125 - 4,676

Total Expenses 90,414$ 50,813$ 34,400$ 10,122$ 2,107$ 187,856$ 10,742$ 32,190$ 230,788$


STATEMENT OF CASH FLOWS



CASH FLOWS FROM OPERATING ACTIVITIES

Changes in Net Assets 57,661$ Depreciation 4,656 Changes in Operating Assets and Liabilities

Accounts Receivable (9,715) Prepaid Expenses (854) Payroll Withholdings (755) Prepaid Revenue (1,031)

Net Cash provided by Operating Activities 49,962

Net Increase in Cash and Cash Equivalents 49,962

Cash and Cash Equivalents at Beginning of Year 32,963

Cash and Cash Equivalents at End of Year 82,925$

Supplemental Disclosure:Cash Paid for Interest -$

Cash Paid for Income Taxes -$

MEGAN MEIER FOUNDATION NOTES TO THE FINANCIAL STATEMENTS

-6-

Note 1—NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES Nature of Activities: The Organization was incorporated in the State of Missouri on December 12, 2007, as a not-for-profit corporation. If the Missouri Organization ceases to exist, its assets are distributed based upon the decision of the Board of Directors of the Organization. The Organization was formed to bring awareness, education, and promote positive change to children, parents, and educators in response to the ongoing bullying and cyberbullying in our children's daily environment. Programs include speaking engagements to students, parents, and educators in schools, leadership conferences, and community outreach. Revenue comes from fees for speaking engagements and conferences, direct donations, and fundraising events. Promises to Give Contributions are recognized when the donor makes a promise to give to the Organization that is, in substance, unconditional. Contributions that are restricted by the donor are reported as increases in unrestricted net assets if the restrictions expire in the fiscal year in which the contributions are recognized. All other donor-restricted contributions are reported as increases in temporarily or permanently restricted net assets depending on the nature of the restrictions. When a restriction expires, temporarily restricted net assets are reclassified to unrestricted net assets. Financial Statement Presentation: Megan Meier Foundation reports information regarding its financial position and activities according to three classes of net assets (unrestricted net assets, temporarily restricted net assets, and permanently restricted net assets) based upon the existence or absence of donor-imposed restrictions. Megan Meier Foundation reports contributions received as unrestricted, temporarily restricted, or permanently restricted support, depending on the existence and/or nature of any donor restrictions. Basis of Accounting: The accompanying financial statements have been prepared on the accrual basis of accounting in accordance with generally accepted accounting principles. Fixed Assets: Fixed assets are carried at cost, if purchased, or at fair value, if donated, less accumulated depreciation computed using the straight-line method over the estimated useful lives. Estimates: The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. Cash Equivalents: Cash equivalents consist of short-term, highly liquid investments, which are readily convertible into cash within ninety (90) days of purchase.


-7-

Note 1—NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES(continued) Contributions: All contributions are considered to be available for unrestricted use unless specifically restricted by the donor. Amounts received that are designated for future periods or restricted by the donor for specific purposes are reported as temporarily restricted or permanently restricted support that increases those net asset classes. Non-Cash Donations: The Organization records donations of securities, materials, facilities (and use thereof), and other non-monetary items at fair market value when received, provided the Organization has a clearly measurable and objective basis for determining their value. If values are not reasonably determinable, the donations are not recorded. The Organization recognized $8,670 of additional rental income and expense on their below market lease. Expense Allocation: Expenses are charged to program services and supporting activities on the basis of periodic time and expense studies. Management and general expenses include those expenses that are not directly identifiable with any other specific function but provide for the overall support and direction of the Organization. Program Receivables: The Organization has receivables from speaking engagements and other program activities. The Organization considers all to be collectible, so no allowance for doubtful accounts has been made. Income Taxes: The Organization is exempt from federal and state income tax under Internal Revenue Service code 501(c)(3) as a not-for-profit organization. Note 2—DONATED SERVICES The Organization receives donated services from a variety of unpaid volunteers assisting the Organization to develop the Organization’s programs, principally in membership development, fund raising and other programs. Volunteer activities which do not meet the criteria for recognition of such volunteer efforts have not been recorded. Note 3—OFF-STATEMENT OF FINANCIAL POSITION RISK AND CONCENTRATION OF CREDIT RISK Financial instruments that potentially subject the Organization to concentrations of credit risk consist of cash, cash equivalents and investments held in financial institutions. At times such instruments may be in excess of FDIC, SIPC and third party insured limits.


-8-

Note 4—COMMITMENTS The Organization entered into a five-year lease for office space in Saint Charles, Missouri expiring July 31, 2021. At June 30, 2017, the minimum lease payments under the terms of all lease agreements were as follows:

For the year Ended June 30, Amount2018 9,789$ 2019 10,278 2020 10,792 2021 11,331

Thereafter 948 43,138$

The lease expense for office space for the year ended June 30, 2017, was $17,250 which included a fair value donation adjustment of $8,670. Note 5—REACH During the year ended June 30, 2017, the Organization presented to 604 elementary school students, 7,011 middle school students, 10,681 high school students, and 7,311 parents, educators, and others at a total program cost of $7.34 per unit. Note 6—FIXED ASSETS Fixed Assets consist of:

Leasehold Improvements 24,073$ Less: accumulated depreciation 4,656

19,417$

Depreciation was $4,656 for the year ended June 30, 2017. Note 7—FUNCTIONAL ALLOCATION OF EXPENSES The costs of providing various programs and other activities have been summarized on a functional basis in the statement of activities and statement of functional expenses. Accordingly, certain costs have been allocated among the programs and supporting services benefited.


-9-

Note 7—FUNCTIONAL ALLOCATION OF EXPENSES(continued) Functional expense percentages are as follows: Program Services 81.40%General and Adminstrative 4.65%Fundraising 13.95%

Note 8—SUBSEQUENT EVENTS The Organization has evaluated subsequent events through October 31, 2017, the date which the financial statements were available for issue. Note 9—UNCERTAIN INCOME TAX POSITIONS The Financial Accounting Standards Board (FASB) has issued a financial reporting standard effective in 2013 that requires disclosure and possibly recognition of uncertain income tax positions in financial statements for all entities that report under U.S. generally accepted accounting principles, including tax-exempt organizations. For an exempt organization, an uncertain tax position might be one that potentially affects the organization's tax exempt status or that affects whether or not it is subject to unrelated business income tax on some if its revenue and the amount of such tax. Under current accounting standards, uncertain tax positions are required to be recorded and disclosed only if it is probable a claim will be asserted and there is a reasonable possibility that the outcome will be unfavorable. Megan Meier Foundation believes it has no uncertain tax positions that qualify for either recognition or disclosure in its financial statements under current standards or the new standard. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The organization believes it is no longer subject to income tax examinations for years prior to 2013.


FINANCIAL STATEMENTS

JUNE 30, 2018

Page

Financial Statements:

Independent Auditors' Report 1

Statement of Financial Position 2

Statement of Activities 3

Statement of Functional Expenses 4

Statement of Cash Flows 5

Notes to Financial Statements 6-9

TABLE OF CONTENTS

INDEPENDENT AUDITOR’S REPORT

To the Board of Directors of


We have audited the accompanying financial statements of Megan Meier Foundation (a nonprofit

organization), which comprise the statement of financial position as of June 30, 2018, and the related

statements of activities, functional expenses and cash flows for the year then ended, and the related notes

to the financial statements.

Management’s Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in

accordance with accounting principles generally accepted in the United States of America; this includes the

design, implementation, and maintenance of internal control relevant to the preparation and fair presentation

of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor’s Responsibility

Our responsibility is to express an opinion on these financial statements based on our audit. We conducted

our audit in accordance with auditing standards generally accepted in the United States of America. Those

standards require that we plan and perform the audit to obtain reasonable assurance about whether the

financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the

financial statements. The procedures selected depend on the auditor’s judgment, including the assessment

of the risks of material misstatement of the financial statements, whether due to fraud or error. In making

those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair

presentation of the financial statements in order to design audit procedures that are appropriate in the

circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal

control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of

accounting policies used and the reasonableness of significant accounting estimates made by management,

as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our

audit opinion.

Opinion

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial

position of Megan Meier Foundation as of June 30, 2018, and the related statements of changes in net assets,

functional expenses and cash flows for the year then ended in accordance with accounting principles

generally accepted in the United States of America.

Hansen CPA, LLC

Florissant, Missouri

August 21, 2018


STATEMENT OF FINANCIAL POSITION

JUNE 30, 2018

Cash 285,932$

Accounts Receivable 10,018

Prepaid Expenses 1,999

Leasehold Improvements 14,610

Total Assets 312,559$

Liabilties

Payroll Withholdings 4,505$

Prepaid Revenue 7,905

Total Liabilities 12,410

Net Assets

Without Donor Restrictions 300,149

Total Net Assets 300,149

Total Liabilities and Net Assets 312,559$

ASSETS

LIABILITIES AND NET ASSETS

See accompanying notes.

-2-


STATEMENT OF ACTIVITIES


Changes in Net Assets Without Donor Restrictions

Revenues

Contributions 84,661$

Speaking Engagements 71,760

Leadership Workshops 5,712

Other Program Revenues 154,094

Fundraising Events 108,437

Miscellaneous Revenue 6,551

Government Grants 8,912

Total Revenues 440,127

Expenses

Program Services 211,881

Supporting Services

General and Administrative 11,375

Fundraising 34,386

Total Expenses 257,642

Increase in Net Assets 182,485

Net Assets at Beginning of Year 117,664

Net Assets at End of Year 300,149$


-3-


STATEMENT OF FUNCTIONAL EXPENSES


Resource

Center Speaking

Leadership

Workshops

Other

Programs

Total

Program

Services

General and

Administrative Fund-raising Total

Accounting Services -$ -$ -$ -$ -$ 4,987$ -$ 4,987$

Annual Appeal - - - - - - 731 731

Depreciation 2,133 1,091 910 358 4,492 105 210 4,807

Fundraising Events - - - - - - 25,917 25,917

Insurance - - - - - 1,931 - 1,931

Leadership Conferences - - 7,662 - 7,662 - - 7,662

Miscellaneous 5,219 2,670 2,227 877 10,993 - - 10,993

Occupancy 9,840 4,550 3,795 1,494 ` 19,679 460 920 21,059

Office Expenses 930 930 776 1,194 3,830 90 179 4,099

Resource Center 1,450 742 619 244 3,055 - - 3,055

Salaries and Wages 58,859 30,113 25,115 9,889 123,976 2,900 5,796 132,672

Payroll Taxes 4,756 2,433 2,029 800 10,018 234 468 10,720

Supplies 2,047 1,047 873 344 4,311 - - 4,311

Telephone 1,448 741 618 244 3,051 71 143 3,265

Therapist 8,616 - - - 8,616 - - 8,616

Travel - 9,521 - - 9,521 - - 9,521

Website 220 113 94 37 464 11 22 497

All Other Expenses 1,051 538 448 176 2,213 586 - 2,799

Total Expenses 96,569$ 54,489$ 45,166$ 15,657$ 211,881$ 11,375$ 34,386$ 257,642$


-4-


STATEMENT OF CASH FLOWS


CASH FLOWS FROM OPERATING ACTIVITIES

Changes in Net Assets 182,485$

Adjustments to Reconcile Change in Net Assets to Net Cash Used By Operating Activities:

Depreciation 4,807

Changes in Operating Assets and Liabilities

Accounts Receivable 7,572

Prepaid Expenses 2,961

Payroll Withholdings 657

Prepaid Revenue 4,525

Net Cash provided by Operating Activities 203,007

Net Increase in Cash and Cash Equivalents 203,007

Cash and Cash Equivalents at Beginning of Year 82,925

Cash and Cash Equivalents at End of Year 285,932$

Supplemental Disclosure:

Cash Paid for Interest -$

Cash Paid for Income Taxes -$


-5-


NOTES TO THE FINANCIAL STATEMENTS

-6-

Note 1—NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES

Nature of Activities:

The Organization was incorporated in the State of Missouri on December 12, 2007, as a not-for-profit

corporation. If the Missouri Organization ceases to exist, its assets are distributed based upon the

decision of the Board of Directors of the Organization. The Organization was formed to bring awareness,

education, and promote positive change to children, parents, and educators in response to the ongoing

bullying and cyberbullying in our children's daily environment. Programs include counseling, speaking

engagements to students, parents, and educators in schools, leadership conferences, and community

outreach. Revenue comes from fees for speaking engagements and conferences, direct donations, grants,

and fundraising events.

Promises to Give

Contributions are recognized when the donor makes a promise to give to the Organization that is, in

substance, unconditional. Contributions that are restricted by the donor are reported as increases in assets

without donor restrictions if the restrictions expire in the fiscal year in which the contributions are

recognized. All other donor-restricted contributions are reported as increases in assets with donor

restrictions depending on the nature of the restrictions. When a restriction expires, assets with donor

restrictions are reclassified to assets without donor restrictions.

Financial Statement Presentation:

Megan Meier Foundation reports information regarding its financial position and activities according to

two classes of net assets (with and without donor restrictions) based upon the existence or absence of

donor-imposed restrictions.

Megan Meier Foundation reports contributions received as with or without restrictions support, depending

on the existence and/or nature of any donor restrictions.

Basis of Accounting:

The accompanying financial statements have been prepared on the accrual basis of accounting in

accordance with generally accepted accounting principles.

Fixed Assets:

Fixed assets are carried at cost, if purchased, or at fair value, if donated, less accumulated depreciation

computed using the straight-line method over the estimated useful lives.

Estimates:

The preparation of financial statements in conformity with generally accepted accounting principles

requires management to make estimates and assumptions that affect certain reported amounts and

disclosures. Accordingly, actual results could differ from those estimates.

Cash Equivalents:

Cash equivalents consist of short-term, highly liquid investments, which are readily convertible into cash

within ninety (90) days of purchase. There are no restrictions on cash from donors or from the board at

year end.



-7-

Note 1—NATURE OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES(continued)

Contributions:

All contributions are considered to be available for unrestricted use unless specifically restricted by the

donor. Amounts received that are designated for future periods or restricted by the donor for specific

purposes are reported as support with donor restrictions that increases that net asset class.

Non-Cash Donations:

The Organization records donations of securities, materials, facilities (and use thereof), and other non-

monetary items at fair market value when received, provided the Organization has a clearly measurable

and objective basis for determining their value. If values are not reasonably determinable, the donations

are not recorded. The Organization recognized $8,211 of additional rental income and expense on their

below market lease.

Expense Allocation:

Expenses are charged to program services and supporting activities on the basis of periodic time and

expense studies. Management and general expenses include those expenses that are not directly

identifiable with any other specific function but provide for the overall support and direction of the

Organization.

Program Receivables:

The Organization has receivables from speaking engagements and other program activities. The

Organization considers all to be collectible, so no allowance for doubtful accounts has been made.

Income Taxes:

The Organization is exempt from federal and state income tax under Internal Revenue Service code

501(c)3 as a not-for-profit organization.

Note 2—ACCOUNTING CHANGES

The Organization has adopted ASC 958 Not-for-Profit Entities which requires net assets to be reported

with and without donor restrictions. There were no changes to prior year asset balances as a result.

Note 3—DONATED SERVICES

The Organization receives donated services from a variety of unpaid volunteers assisting the Organization

to develop the Organization’s programs, principally in membership development, fund raising and other

programs. Volunteer activities which do not meet the criteria for recognition of such volunteer efforts

have not been recorded.

Note 4—OFF-STATEMENT OF FINANCIAL POSITION RISK AND CONCENTRATION OF

CREDIT RISK

Financial instruments that potentially subject the Organization to concentrations of credit risk consist of

cash, cash equivalents and investments held in financial institutions. At times such instruments may be in

excess of FDIC, SIPC and third party insured limits. The Organization does not consider cash balances to

be at significant risk.



-8-

Note 4—COMMITMENTS

During 2017, the Organization entered into a five-year lease for office space in Saint Charles, Missouri

expiring July 31, 2021.

At June 30, 2018, the minimum lease payments under the terms of all lease agreements were as follows:

For the year Ended June 30, Amount

2019 10,278$

2020 10,792

2021 11,331

2022 948

33,349$

The lease expense for office space for the year ended June 30, 2018, was $18,000 which included a fair

value donation adjustment of $8,211.

Note 5—REACH

During the year ended June 30, 2018, the Organization presented to 3,043 elementary school students,

14,367 middle school students, 24,795 high school students, and 6,818 parents, educators, and others at a

total program cost of $4.32 per unit.

Note 6—FIXED ASSETS

Fixed Assets consist of:

Leasehold Improvements 24,073$

Less: accumulated depreciation 9,463

14,610$

Depreciation was $4,807 for the year ended June 30, 2018.

Note 7—FUNCTIONAL ALLOCATION OF EXPENSES

The costs of providing various programs and other activities have been summarized on a functional basis

in the statement of activities and statement of functional expenses. Accordingly, certain costs have been

allocated among the programs and supporting services benefited. Costs which cannot be directly

identified are allocated by hours worked.



-9-

Note 7—FUNCTIONAL ALLOCATION OF EXPENSES(continued)

Functional expense percentages are as follows:

Program Services 82.24%

General and Adminstrative 4.42%

Fundraising 13.35%

Note 8—SUBSEQUENT EVENTS

The Organization has evaluated subsequent events through August 21, 2018, the date which the financial

statements were available for issue.

Note 9—UNCERTAIN INCOME TAX POSITIONS

The Financial Accounting Standards Board (FASB) has issued a financial reporting standard effective in

2013 that requires disclosure and possibly recognition of uncertain income tax positions in financial

statements for all entities that report under U.S. generally accepted accounting principles, including tax-

exempt organizations. For an exempt organization, an uncertain tax position might be one that potentially

affects the organization's tax exempt status or that affects whether or not it is subject to unrelated business

income tax on some if its revenue and the amount of such tax. Under current accounting standards,

uncertain tax positions are required to be recorded and disclosed only if it is probable a claim will be

asserted and there is a reasonable possibility that the outcome will be unfavorable. Megan Meier

Foundation believes it has no uncertain tax positions that qualify for either recognition or disclosure in its

financial statements under current standards or the new standard. The organization is subject to routine

audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The

organization believes it is no longer subject to income tax examinations for years prior to 2014.

Attorney with Legal Services of Eastern Missouri

Board of Directors

Grant Wiens - President (63128) Attorney at Mickes O' Toole Tom Duda - Vice-President/Treasurer (63119) Attorney with Rosenblum Goldenhersh, PC. Kenny Strode - Secretary (63146) Radio Host at CBS Sports 920 AM Aline Hanrahan, MA, LPC, RPT (63043) Director of Behavioral Health for United Healthcare Betsy Heck (63025) Independent Marketing and Advertising Consultant Tina Meier (63301) Executive Director of the Megan Meier Foundation Gretchen Reineke (63303) Director of Sales at Bowlmor AMF Shannon Vines (63303) Corporate Account Manager at Avis Budget Karen Warren (63033)

Documents

New Grant Request: August 21, 2019 Organization · story of Lizzie Velasquez “A Brave Heart.” Annual Statistics (July 2017 –June 2018): - 112 Presentations & Community Events