Lifting Children Upward

1. Lifting Children Upward Building a real home for our families with special needs

2. History & Mission • Founded in 1958 as Arizona Preschool • Incorporated in 1969 as Upward Foundation • Mission - to help children and adults with special needs to reach their highest potential while empowering their families to thrive • Arizona’s primary provider of education, therapy and childcare for children and young adults with developmental disabilities or those who are severely medically fragile

3. Who We Serve • Children and young adults who suffer from: – Severe birth defects and genetic disorders – Near-drownings, shaken baby syndrome, fetal alcohol syndrome and other early childhood traumas • We focus on four program areas:

4. Special Education – The only private school in the Valley serving children and young adults from age 3 to 22 years – Special needs, sensory based preschool for ages 3 to 5 – Individualized education program for each student – PK-12 special education for up to 55 students from school districts across Maricopa County

5. Calista Calista suffers from seizure disorder. Since age three, she has attended UPWARD’s special needs preschool and our inclusive childcare program. This allows Calista's working parents to pick her up at the end of the day, instead having to take time off work to transport her from one program to another. When Calista arrived she was not signing any words, was non- verbal, and could not sit up by herself. After a year Calista was signing 15 different words! Today, at 11 years old, she is very vocal, especially during Music Therapy and is now able to pull herself up to a sitting position from lying down. Imagine the joy that brought to her family.

6. Pediatric Outpatient Therapy – Occupational therapy – Physical, speech and language therapy – Feeding and swallowing therapy – Music therapy – UPWARD subsidizes this program with up to $250,000 per year

7. Emma “Emma was born in 2003, a healthy, happy and normal functioning baby. When she was 11 months old, she was a victim of Shaken Baby Syndrome and blunt force trauma. The CT scan showed bleeding on her brain and she needed emergency surgery. “She lost part of her right frontal and parietal lobes. In addition, most of the right hemisphere is damaged and so is part of the left. She had retinal hemorrhaging in her right eye. She also lost the function of her left arm and leg. She had seizures. She did not react to light or sounds and was in a coma for 3 weeks, after which she spent a month in intensive care and another month in neuro-rehabilitation. “Since 2008 she has worked with therapists at UPWARD who have done some amazing work and know she can do more! Emma is now 11 and she can talk... a lot. She walks too. She has a limp and wears a brace but it doesn't stop her from dancing. She still doesn't use her left arm, but we are working on it. If it wasn't for the awesome therapists in her life, Emma would not have made the gains she has. In 2004, she was a baby who suffered a very serious head injury. Now she is a rambunctious, precocious and endearingly feisty 11 year old who loves to give her therapists, doctors, and teachers a run for their money. She likes to see if you can keep up with her.”

8. Jose “Jose came to UPWARD when he was three years old. He was diagnosed with Cerebral Palsy, seizure disorder, Hydrocephalus, cortical visual impairment and a chronic lung problem. He has both a feeding tube and trach tube. As result of surgery on his leg tendons, he cannot bend his knees. UPWARD’s therapists help him to stretch his legs so that he can relax. “When he arrived he could not move or raise his arms or open his hands, nor could he tolerate his teeth or mouth being touched. Now at age 15, he can move both his arms, and use his hands to hold toys!! He has his teeth brushed every day and makes regular trips to the dentist. Through music therapy, he has learned to make sounds through his trach tube. He really enjoys that. UPWARD means the world to Jose. It has made his life amazing!”

9. Inclusive Childcare •The only multi-age and multi-ability developmentally play based program in Maricopa County •Provides services to children ages 18 months to age 5, with and without disabilities –Allows siblings to stay, learn and play together –Teaches children about diversity –Saves parents multiple trips to multiple facilities •An accredited Quality First Childcare Center

10. Jasov Jasov is a four year old with Cerebral Palsy who attends UPWARD’s inclusive childcare program five days a week, as well as pediatric outpatient therapy. When he first arrived, Jasov was unable to sit up without assistance and struggled with a host of other challenges. He can now pull himself up to sit and can walk with a trainer. He recently took a therapeutic horseback ride arranged by UPWARD. His mother says, “UPWARD gives me piece of mind. Everyday the staff members show how much they care for Jasov. I do not think there is better daycare for my son to be in! We are so grateful!”

11. Day Treatment & Training for Adults Children with severe disabilities grow up to become adults with severe disabilities. In response to growing demand, in 2010 UPWARD launched Maricopa County’s first Adult Day Treatment program to serve medically fragile adults. Focusing on physical, social/emotional and cognitive needs, UPWARD provides continuity of care once our students age out of the PK-12 program. It also provides respite for family and caregivers.

12. Jackie “My daughter Jackie is a beautiful 28-year old young lady who has multiple disabilities, including cerebral palsy. She first came to UPWARD when she was just two and a half years old. “When UPWARD began its day program for older kids it was a great relief to be able to have her go “home” to the place she knows and loves, and where they know and love her, too. “I don’t know how many kids there are in the world like Jackie, but I do know there is only one UPWARD!”

13. Who We Are • 30 plus therapists, nurses, teachers and support staff • One to three staff to client ratio • Licensed and certified by Arizona Departments of Education, Health Services, Economic Security, and the Division of Developmental Disabilities • All Teachers hold degrees in Special Education • Average staff tenure is nine years

14. Operating Budget 50% 18% 15% 11% 3% 2% 2014/15 Revenue - $2,111,000 DOE-School Districts Private Support & Grants DES-DDD United Way Private Pay & Insurance Other Income

15. Strategic Plans •Build capacity to meet increasing demand For many families with school aged children with special needs, there is only UPWARD There are hundreds of children in Maricopa County who are not receiving pediatric therapy •Update disjointed and aging facilities, some dating back to the 1970’s UPWARD’s board of directors has committed to the construction of a new campus UPWARD purchased adjacent property increasing campus size to 2.2 acres in preparation for expansion

16. New & Upgraded Campus The new campus will add 20,000 square feet of new construction bringing the total campus size to 26,000 square feet. Only the existing therapy building will remain. The design will bring all program, outside play, nursing, storage and administrative functions together in one coordinated quadrangle with each space specifically designed for its purpose.

17. Impact of New Campus • Double the capacity of our Day Treatment for Adults Program to 16 • Two additional classrooms for school aged children, increasing our capacity from 35 to 55 children • Large dedicated therapy room offering group pediatric therapy to serve up to 50 additional patients • New program! Added space will provide care for up to 10 infants – not currently provided by any local agency • Redesigned bus and passenger vehicle traffic flow and dramatically improved safety for patients, families and staff • Lower maintenance and repair expenses associated with the current facilities

18. Lifting Children Upward Campaign *Direct Hard Costs- Building Construction $3,500,000 Design & Engineering Costs 200,000 City & Utility Company Fees 150,000 Other - including insurance 25,000 FF&E 180,000 Total Direct Hard Costs: 4,055,000 Land Acquisition Purchase of Adjacent Lot 225,000 Direct Soft Costs- Short Term Financing 180,000 Soft Cost Contingency 50,000 Program Expansion Startup Costs over 2 years $100,000 Total Direct Costs: $4,610,000 Indirect Costs- Allowance for Pledge Shrinkage 255,000 Fundraising Costs 460,000 Total Indirect Costs: $715,000 Total Project Costs: $5,325,000

19. Chart of Gifts DRAFT Number Will Cumulative % of of Gifts In the Range of Produce Production Goal 2 @ 500,000 - 749,999 = 1,000,000 1,000,000 20% 4 @ 250,000 - 499,999 = 1,000,000 2,000,000 40% 7 @ 100,000 - 249,999 = 700,000 2,700,000 53% 20 @ 50,000 - 99,999 = 1,000,000 3,700,000 74% 32 @ 25,000 - 49,999 = 800,000 4,500,000 89% 40 @ 10,000 - 24,999 = 400,000 4,900,000 96% Many Gifts Under $10,000 = 200,000 5,100,000 100.0 % 105 Gifts of $10,000 and above