From Our Investees

(From the June 2005 Newsletter)

Kids Cafe - Boys & Girls Club of Portland
Wattles Kids Cafe fed an average of 150 kids per day for the first quarter of 2005, in addition to afternoon snacks averaging 75 kids per day. The program has been running at a profit during the past quarter. Nutritional education classes are held three times per week. An average of 65 members participate each month in the nutrition programs.

B&GC has partnered with Healthy Living By Design and Growing Gardens in a grant to fund a garden project at the Wattles Club. Growing Gardens, an organization that installs home gardens for low-income residents, will implement a Garden Club each week at the Wattles Club for the 2005-2006 school year.

Detailed plans and specifications for construction of the Kids Cafe at Blazers have been approved. Construction is under way and proceeding well with a targeted completion in mid-August. B&GC management and Board are continuing their efforts to raise funds required for expansion of the Hillsboro facility to include the third Kids Cafe. To date, B&GC has received a $400,000 grant from Washington County Community Block Grant program. An additional $1,325,000 in proposals are pending to the Murdock Trust, The Collins Foundation, The Oregon Community Foundation, The Anne & Bill Swindells Charitable Trust, and the Weyerhaeuser Foundation.

Free Clinic of SW Washington
A good deal of work was devoted to the redesign of the Free Clinic's website. The initial study has been completed covering: formats, approach to getting help, and obtaining funding to complete the project. A resource has been identified for this project and the website redesign is in process.

Volunteers have been identified to support the definition of a marketing plan for the Free Clinic. The team could use one or two more volunteers.

Metropolitan Family Service
The selection process for an IT consultant for the database project was completed successfully. The agreement outlining scope of project, timeline, and deliverables was finalized last month. MFS staff is evaluating intranet options, but a selection has not yet been made.

SVPP has a partner on each of their three strategic committees. In addition, SVPP members Valerie Ilsley and Les Soltesz are members of the MFS Ways to Work loan committee. Ways to Work provides low income parents who are unable to get loans elsewhere with low-interest loans to purchase or repair vehicles. The Committee has held two meetings to date and approved eight loans. SVPP currently has 13 volunteers at MFS.

Morrison Child and Family Services
Good progress on many elements of the "Connections for Children" Information Technology project, E-time (electronic timecards) has been deployed to all upgraded sites. The Beta version of the Intakes database project (merging databases) was successfully demonstrated. The deployment of the tier client-tracking project (Hand in Hand) is on track. Evaluation and planning for Marqui implementation is under way. Marqui will provide tools for more effective use of the Internet and Intranet, as well as provide a tool to store and access standard template information - potential use could be for grant writing and RFPs.

Partner Profile - Rance Gregory and Joel Kaplan



Photos: Rance Gregory (left); Joel Kaplan (right)

(From the June 2005 Newsletter)

Rance and Joel co-led the C.A.S.H. project driven by the realization that SVPP can make a significant contribution in helping Oregon low income families benefit from federal and state tax credits that are available to them but go uncollected. Rance led the initial efforts and established strong contacts with the Oregon Tax Credit Alliance and the IRS to understand the current efforts and how SVPP can make a significant contribution. Once the framework of SVPP's participation was defined, Rance and Joel worked closely with OTCC as well as other organizations who provide funding for OTCC like United Way and the Oregon Food Bank to formalize SVPP's engagement.

Partner Profile - Sara Allan and Kirsten Day


Photo:Sara Allan (left) and Kirsten Day (right).

(From the June 2005 Newsletter)

Sara and Kirsten co-led the Portland school partnerships investment team whose objective was to find a meaningful way to engage directly with elementary schools in low income areas and have an impact on children's academic performance through stronger parental participation. To accomplish this, Sara and Kirsten established strong contacts with the Portland Schools Foundation, elementary school principals, school administrators and social service organizations. Their leadership was instrumental in defining the SVPP partnerships with Clark and Kelly Elementary Schools for the 2005-2006 school year.

Welcome New Partners

(From the June 2005 Newsletter)

Chris Bailey and Robert Lusk - Chris Bailey was born and raised in Richmond, Virginia. He attended Virginia Commonwealth University, and got his undergraduate degree from Oregon State University, and a Masters Degree in Environmental Management with a certificate in hydrology from Portland State. His specific research was on the effect Portland's urban heat island has on regional precipitation. He will teach physical geography at a local college this fall. Chris is a tenor with Oregon Repertory Singers. He and Robert have two "pound dogs" which Robert spoils and Chris "parents".

Robert Lusk was born in Texas. He received his undergraduate degree from the University of Houston and his medical degree from the University of Texas Medical Branch. His postgraduate training is in internal medicine and infectious diseases. He is the associate director of the internal medicine residency program at Providence Portland Medical Center, where he also practices infectious disease medicine. He serves as medical director of "Our House of Portland". Before moving to Portland he was medical director of Willamette Valley Hospice. He enjoys cooking, gardening and reading.

Both Chris and Robert love to travel. Ask Robert about his recent experience with "yak liver" sauté while in Lhasa with a N.W. medical team's mission to China.

Nathaniel (Than) Clevenger and John Mozzocco - Than is an entrepreneur, marketing communications strategist and speech writer. Than brings a broad background in business, marketing, government relations and political consulting to his own firm "3." Than formed "3" after leaving Fleishman Hillard - currently the largest public relations firm in the world - as a vice president and chair of the global technology marketing team. Prior to joining Fleishman Hillard, Than spent the previous seventeen years working in a variety of senior positions with companies and organizations around the globe from offices in Washington D.C. and New York.

He served in senior staff positions with The Democratic National Committee, The Canzeri Company (the Rockefeller Family's public relations and public affairs firm) and Hill and Knowlton Public Affairs Worldwide Company (currently the second largest public relations and public affairs firm in the world) in both the Washington D.C. and New York offices.

Current and former clients include CEOs and senior executives in large, privately held corporations, Fortune 500 and multinational corporations, foreign heads of state, trade association directors and senior executives at large non-profit foundations. He has written speeches and or correspondence for a variety of leaders including former President Bill Clinton and former President George H.W. Bush among many others. Than was recently listed in Strathmore's Who's Who in American Business, 2004 Edition.

Than is a native of the Hampton Roads area of southeastern Virginia (formerly and historically known as Tidewater) and enjoys competitive sailing, painting, art collecting and military history. He is a graduate of George Mason University in Fairfax, Virginia, and currently resides in Portland, Oregon, with his wife, Sydney, a Portland native, and their children Jack and Steele Elizabeth.

John Mozzocco is described as a storyteller, networker, entrepreneur, musician, and friend to everyone he meets. A professional musician for the first 20 years of his adult life, John traveled the world playing bass guitar with legendary musicians such as Johnny Lee Hooker, Carlos Santana, and Robert Gray. Returning to Portland, John laid down his bass but continued in the entertainment field by founding Poundhouse.com, an Internet company that remonitized unused entertainment inventory. These days John can be found working with 3's prospective clients as partner in charge of new business development, website and newsletters. John lives in Portland with his wife, Sarah Quist-Mazzocco, daughter Nicole and three sons, Peter, Michael, and Robert. In his spare time he can be found on the golf course working on his handicap.

Mary Edmeades - Mary is a branch manager and vice president for Albina Community Bank. Her primary function is to foster and nurture the spirit of Social Impact Banking. Albina currently serves more than 400 nonprofits and foundations, including SVPP. Prior to Albina, Mary was a VP at Pacific Northwest Bank and US Bank.

Mary is currently a member of the search committee for the Portland Development Commission and is a member of five boards of directors: Regional Arts and Culture, Zimmerman Community Center, Alzheimer's Association, Association of Portland Neighborhood Business Alliances and Professional Services Council.

She has served on many other boards during the past, and volunteers for Junior Achievement in their financial literacy program. She is also a member of Holy Trinity Greek Orthodox Church.

Steve Rosenbaum and Amanda Bryan - Steve has over 12 years of management experience in the electronic publishing industry, with expertise in web development and Internet marketing. Steve has consulted on over 200 web projects, including multiple projects for non-profits, mid-size companies and Global 500 corporations.

Steve attended Wilson High School in Portland, went to Stanford for his undergraduate education where he received a B.A. in History and a minor in Economics. Upon graduation, he immediately returned to the City of Roses to start Pop Art in 1997. Under his leadership, Pop Art has been recognized as "Small Business of the Year", "Most Innovative Small Business," the 5th fastest growing technology company in Oregon, and the 3rd best small company to work for in the state.

Steve is active in numerous community and professional organizations which include the AeA, the Software Association of Oregon, the Portland Business Alliance, Portland City Club, and the Portland Advertising Federation. Steve is board member of Chess for Success. He is a board member and treasurer of the Oregon Bus Project.

Amanda Bryan is a Sales Engineer for Hinds Instruments, a high tech optical firm located in Hillsboro, Oregon. She holds a Masters of Electrical Engineering from University of Texas and has lived in the Portland area for four years. Previously Amanda was a researcher at Lawrence Berkley National Lab, and a congressional liaison for the Department of Energy Office of Science. She also began the Technology Exchange Program at the University of Texas, traveling to Honduras to set up a wireless communication system for medical centers in remote villages.

In her spare time, Amanda is active in the community and is a board member and organizes event fundraisers for the Oregon Bus Project, an organization that is dedicated to getting young people more involved in local politics. She is a mentor with the AWSEM program, is active in the Optical Society of America, Society of Women Engineers, IEEE, and was a founding member of MentorNet, an organization dedicated to providing college women studying optics professional mentors.

Ted and Katrina Wheeler - Ted Wheeler, a sixth-generation resident of Portland, is proud to have graduated from the Portland Public Schools. As a former Director and senior manager of Copper Mountain Trust, Inc., Ted helped grow the company to become the largest independent trust company in the Pacific Northwest. Ted is actively involved with the Portland Ambassadors Program which works to retain local businesses and recruit new ones to the Portland Area.

Ted is very active in community service. He volunteers as an overnight shelter host at the Goose Hollow Family Shelter and is the founder of Portland YouthWorks, Inc., which raises funds for cultural and educational opportunities for disadvantaged children throughout Portland. Ted founded the annual Walk for the Wildwood which raises funds for the preservation of Forest Park. He serves as the Multnomah County Citizen Representative on the Metro Policy Advisory Committee (MP AC). He has also held leadership posts at Neighborhood House, Inc., the World Affairs Council of Oregon, and the Friends of Forest Park. He is a supporter of the Cascade Aids Project and the local chapter of the Boy Scout's Eagle Scout Association. He is a field deployable volunteer for Portland Mountain Rescue and has participated in many search and rescue operations.

Ted earned a BA in Economics from Stanford University, an MBA from Columbia University and a MPP from Harvard University. He is currently gearing up a campaign to run for Multnomah County Chair.

Katrina was raised in Oregon, went to school in Oregon (OSU), moved to Seattle and then back to Portland (she missed Oregon too much).

Volunteer work and non-profits have always been a big part of Katrina's life. In college she participated in tutoring young children for Benton Literacy and helped with fundraisers for a number of organizations. In Portland, Katrina volunteered for the Children's Museum, the Neighborhood House, the Big Sister Program and many other organizations. She was a Director of Special Events for the Cystic Fibrosis Foundation and the Development Coordinator for the Vestibular Disorders Association. Most recently she was a Financial Advisor, leaving the industry when she finally realized that she preferred the helping aspect of the job more than the selling aspect. According to Katrina, you can take the girl out of the non-profit but you can't take the non-profit out of the girl.

On a personal level, Ted and Katrina are newly married and committed to continuing to make a difference in the community not only through philanthropy but through Ted's run for Multnomah County Chair.