2018
Annual
Report
PETER E. HAAS JR.
Board President
JOHN BOOKER
Co-Leader
JENNY CALVERT RODRIGUEZ
Co-Leader
OUR MISSION
The Red Tab Foundation is a public, nonprofit foundation that assists LS&Co. employees, retirees and their families who face problems caused by unexpected financial emergencies. RTF provides financial assistance, education and preventive programs to help these individuals in their own efforts to maintain their financial, physical and emotional health.
2018 Annual Report
Friends and colleagues,
This last year has launched a new era for the Red Tab Foundation – one in which our resources are working harder to make a greater impact on the lives of our clients. We have more support from our LS&Co. community than ever before, and we are helping more people than ever recover from crisis and build strong financial futures. In the last year, we gave more than $1.2M to the most vulnerable members of our community, a 42 percent increase over the previous year.
At the beginning of the last fiscal year, RTF Executive Director Mary Palafox retired after a storied career at LS&Co. Under her leadership, we built a strong foundation and evolved into a more mature and modern organization that is deeply integrated within the LS&Co. community. So, when we took the helm as co-leaders, we inherited an organization already firing on all cylinders.
The demand for RTF assistance has never been greater among current employees – we’ve had twice the number of employees request help in FY18 as any time in the past five years. As a string of natural disasters in the U.S. reminded us last fall, too many of our colleagues are vulnerable to an unexpected financial crisis – and being there when disaster strikes remains core to who we are. We are also proud to be branching out in new directions with the launch an innovative new program, Red Tab Savers, to retail and distribution center employees across the U.S. this spring. The program helps participants build financial resilience and establish a habit of saving by incentivizing employees to build their own safety net with a dollar-for-dollar match and financial education. In our first cohort of Savers, more than 10 percent of eligible employees seized the opportunity to partner with us to create a strong financial future for themselves.
Delivering these high-impact programs takes substantial resources. Thankfully, the LS&Co. community has never been more supportive of RTF’s mission. We set another fundraising record this year, seeing double-digit growth in dollars raised for the fourth year in a row.
We’ve also worked hard to make sure our operations are lean, so every donor dollar goes directly to programs and we are setting up RTF for a sustainable future. In FY18, we decreased our operating budget by 23 percent from the prior year, and modernized our back-office processes so that we can dedicate more time and money to the work that truly makes an impact – sharing success stories with our donors and colleagues, engaging our LS&Co. community and delivering robust programs to support our clients.
Thanks for all you do to help RTF make a difference.
Sincerely,
We have more support from our LS&Co. community than ever before, and we are helping more people than ever recover from crisis and build strong financial futures.
PROGRAMS
PROTECTING BASIC NEEDS AND HUMAN DIGNITY
Every year, the majority of our program dollars support our Emergency Assistance program. In 2018, this program protected more than 933 of our colleagues whose basic needs and quality of life were at risk. Whether they faced eviction or emergency surgery, a crumbling roof or a car repair they couldn’t afford, those who needed emergency assistance found relief and refuge in the Red Tab Foundation. We also continue to care for the retired workers who made LS&Co. the place it is today, ensuring their comfort and dignity by providing eyeglasses, hearing aids, dental work and handicap accommodations to their homes. Through these programs, our LS&Co. family knows that someone will be watching out for them in their most difficult times.
Thank you so very much for helping us. I received the check today to catch up the house payments. Without your help we would have lost our home. The Red Tab Foundation is a lifesaver.
EMPOWERING BETTER FUTURES
Our proactive programs – Red Tab Savers, Red Tab Scholars and our financial education efforts – help employees have the tools and resources they need to create a strong financial future. In an effort to help individuals protect themselves against future financial shocks, the Red Tab Savers program incentivizes consistent savings behaviors by providing a 1:1 match. This program not only equips participants with $500 in short-term emergency savings but also creates a savings habit and confidence that lasts far longer than the six-month program. We are also helping families increase their financial potential through our Red Tab Scholars program. By supporting dependents of our employees in their post-secondary studies, we are investing in their futures and helping them achieve their dreams. Finally, we offer workshops and financial counseling to help employees create a sustainable plan for financial security.
Thanks to the Red Tab Savers program, I had enough money in my savings account to cover the lodging expenses for my family when we were evacuated during the California wildfires. Not having to worry about money really relieved some of the stress of facing a situation that is completely out of your control.
IMPACT
933
emergencies averted
38
scholarships awarded
568
financial futures improved
$1.2M
in services
delivered
DID YOU
KNOW?
In 2018, the Red Tab Foundation saw a
160% increase in helping employees handle the impacts of natural disasters.
HAVE YOU
HEARD?
RTF’s typical grantee in AMA is the primary earner for a large extended family. We offer critical support to keep these households out of debt so that they can begin to save for the future.
FINANCIALS
$1,162,936
programs
$390,847
program administration & development
$298,975
general & administrative
$164,288
fundraising expenses
ASSETS
Endowment
Cash & Other Assets
Total
$15,320,924
$635,760
$15,956,684
LIABILITIES
Accounts Payable
Due to LS&Co.
Total
$60,453
$167,579
$228,032
THANK YOU TO OUR DONORS
FORTY-NINER ($10,000+)
Troy Alstead
Charles Bergh
Bill Eaton Jr.
Robert Eckert
Frances and Theodore Geballe
Colleen and Bob Haas
Dan Haas
Elise Haas
Evelyn & Walter Haas Jr. Fund
Ginnie and Peter Haas, Jr.
Margaret Haas
Mimi and Peter Haas Fund
Levi Strauss & Co.
Levi Strauss Foundation
Kelly McGinnis
Stephen Neal
Joyce Stephens
SADDLEMAN ($5,000 – $9,999)
Jim Ansel
Carrie Ask
Jill Beraud
Harry Cohn
James Curleigh
Diana Dimitian
Betsy and Roy Eisenhardt
Seth Ellison
Dave Evans
Spencer Fleischer
Elise and Tully Friedman
Phyllis Friedman
Richard Gomes
Jennifer Haas
Julie and Wally Haas
Nicholas Haas
Seth Jaffe
Ken Larson and Linda Adams
David Love
Chris McCormick
Liz O'Neill
Pavan Pamidimarri
Marc Rosen
Thomas Tusher
Nicolas Versloot
Lindsay Webbe
Elizabeth Wood
TWO-HORSE ($2,500 – $4,999)
Roy Bagattini
Casey Blalock
Ralph Briskin
Bob Caldwell
Tom Fanoe
Ken Fox
Betty Grohman
Kira and Bradley J. Haas
Nuholt Huisamen
Huntington Farms
Peter Jacobi
Lijim Lau
Mary Jane Luck
Susan Mahalak
Jim Phillips
Tom Rafferty
Jennifer Sey
Harmit Singh
Michael Smith
Cathy Unruh
Carl Von Buskirk
BATWING ($1,000 – $2,499)
Gopinath Aravindan
Manuel Baigorri Soneiro
Bev Beaudreault
Len Bennett
Stephen Berube
Susan Brennan
Molly Buckley
David Cardiff
John Chappell
Dan Chew
Jim Chriss
Christopher Clark
Kerry Connolly
Shannon Davidson
John De Shano
Melissa Dirienzo
Dennis Egge
Jeffrey Eggert-Peluso
Walter Ettlin
Nate Eubanks Jr
Mildred Ferri
Frank Garcia
Ronda Gill
Barbara Gollert
Gregory Gordon
Mark Grovich
Jill Guenza
Christi Halverson
Jeffery Harlowe
Karyn Hillman
Leah Isla Dela Cruz
Leo Isotalo
David Jedrzejek
Stephen Kelley
Edel Keville
Michael Kleine
Tuffy Kriegel
Calvin Lam
Teresa Lara
Nelson Leung
Kevin Lynch
Natalie MacLennan
Anne Madison
Tom Mallery
Mark Manocchio
David Martin
Michaela Maychrowitz
Amber McCasland
Mary McCurdy
Peter Mckay
Sanjeev Mohanty
Claire O'Shea
Katie O'Shea
Mary Palafox
Vivien Park
Donna Paulo
Julie Pike
Patricia Pineda
Donald Platek
John Prendergast
Neethling Prinsloo
John Quandt
Dhinakaran R.
Lance Relicke
Oscar Salazar
Bettina Sapien
Michael Schindler
Karen Scholl
Mark Christopher Schulte
Becky and Luke Scott
Christopher Screnci
Bob Siegel
James Sights
Ken Sirlin
Randall Staniszewski
Julie Stempin
Donna and John Tewart
Anthony Toce
Nancy Tomlitz
Kerstin Ulf
Schalk Van Der Merwe
Hubert Van Nuvel
Wade Webster
Daniel Wenzel
Scott White
Timothy Wightman
Michelle Williamson
Adam Woollerson
Marina Wright
ARCUATE ($500 – $999)
Chadwick Abbott
Tammie Abel
Nealan Afsari
Vinod Alluri
Colin Anderson
Doug Arnold
Francis Arrastia
Joanne Bal
Alphaeus Bautista
Tomas Berry
Kelley Blalock
John Booker
Bart Bright
Kathryn Burdge
Jenny Calvert
David Cantrell
Andreas Carli
Susan Ceccarelli
Jonathan Cheung
Alexandra Chrysiliou
Calvin Chung
Christopher Conrad
Max Cowan
Christine Crosetti
Meredith Daane
Jose Davila
Robert Dellaporte
John De Martino Jr
Julie Dentkos Hearn
James Derouin
Jenifer Desofi
Paul Dillinger
Lien Do
Bill Dodd
Tama Donaldson
Stacy Doren
Carol Dore
Nenita Dudley
Pam Duer
Ronald Durand
Dean Edwards
Kathryn Farmer
Mark Fischer
Walter Fong
Karla Francois
Melvin Franty
Jeffrey Friant
Donna Gallo
Salvador Garcia
Bob Gargani
Brett Glickman
Alan Gregson
Gary Grellman
Yulia Groza
Linda Hafner
Margie Hanselman
Marilyn and Harry Harrison
Lan and Alan Hed
Frank Hinkley
Kathleen Hodskins
Orla Hollub
Patrick Holzfaster
LaDonna and Victor Horwitz
Michael Howard
Michael Huddleston
Rex Hull
Saidislom Israilov
Stanley Iwata
Aditi Jain
Florence Kamlung
Dara Karnofsky
Donna Keon
Hazel King
Jodie Kirk
Harmon Kirsch
Samantha Klobucar
Emil Knopf
Carolyn Korchik
Larry Krause
Christiane Kunkel
Nancy Lacsamana
Jennifer Larsen
Estelle Layton
Daniel Lee
Helen Li
Iok Loi
Elizabeth Magee
Jacquelyn Major
Heidi Manes
Meredith Mariottini
Robert Marshall
Gerald Maschino
John Massey II
Phillip Maultsby
Joe Maurer
Sarah Mayhue
Kevin Mckenna
Lorene Miller
Patricia Milliken
Murad Minasian
Sanjay Mishra
Amber Mlaker
Sarah Moholland
Margaret Moster
JoAnne Nichols
Steve O'Kane
Chris Ogle
Aida Orphan
Elizabeth Owen
Kristopher Parra
Shelley Parsons
Werner Pels
Ron Pepper
Parker Phillips
Susan Phinney
John Powers
Charlotte and Josh Prime
Andrew Prowd
Rebecca Prowda
Ajaya Prudhivi
Neil Pryde
Larry Quenzer
Victoria Rieger
Claudia Roggenkamp
Sadiq Rowther
Florante Sabado
Karthikeya Neelakanta Sarma
Paul Schneider
James Sender
Pascal Senkoff
Barry Shafran
Mary Ann Shannon
Helery Grace Shinzato
Christy Silva
Melissa Sims
Julie Skahill
Corey Smith
Nancy Smith
Reese Smith
George Spellman
Anne Spletzer
Miranda Stephani
Brady Stewart
Stacey Stogner
Shirley Strange
Susanne St Onge-Simpson
Paul Sweet
Aman Talib
Ann Tang
Sarah Taylor
Dana Thomas
Todd and Jake Tomlitz
Ann Ure
Jürgen-Georg Van Dyck
Rod Van Straten
Kate Wagner
Cynthia Wainwright
Elizabeth Ward Francesconi
Shelly Watson
Richard Westrich
Linda Wilder Cullen
Huailing Wu
Jimmy Yee
RIVET ($250 – $499)
Rich Adler
Wolfram Ahonen
Haluk Aksoy
Linda Aletto Blank
Michael Alexander
Jeffrey Allison
Kimberly Almeida
Zameer Andani
Leslie Armstrong
Lee Arrington
Eduardo Avila
Marilee Avteniev
Pamela Bacani
Sagarika Banerjee
Justin Barratt
Edgar Bedolla
Michael Bergen
Kelly Bernal
Jorge Bernales
Sandrine Besnard-Corblet
Vishal Bhalla
Patrick Biemer
Lesley Bleth
Rita Bocanegra
Mary Bolf
Brad Bolton
Chris Bolton
Londi Borrero-Lozano
Danielle Borschnack
Ronald Bowman
Kelly Boyles-Claytor
Gavin Brockett
Linda Brosseau
David Buckley
Lisa Burkheimer
Christopher Bush
Albana Bushi
Victoria Cao
Susan Casey
Richard Ceely
Eric Champion
Emma Chan
Marissa Chang
Tiffany Chang
Rhern Whee Robin Chee
Raghu Rama Giri Prasad Chemala Venkata
Vic Chen
Yu-Jung Chen
Lia Chi
Anil Srinivas Chilla
Janine Chilton-Faust
Fong Yun Chin
Charisse Chua
Scott Clarke-Bryan
George Colburn
Carlos Collins
Wayne Colvin
William Couch
Sherry Cramer
Zachariah Crittendon
Liz Cronin
Amanda Mae Cruz
Santiago Cucci
Andrew Cushing
Dan Dahl
Marc Dambremez
Dirk Dello
Colleen Derstine
Duncan De Wet
Kathleen Dinetz
Mark Domingo
Kathleen Donnelly
Bruno Echevin
Allison and Jesse Eisenhardt
Elizabeth Eisenhardt
Eric Enders
Erin Epps
Sam Espindola
Joshua Farrell
Anastasia Fink
Nathan Fitzpatrick
Ed Flick
Doug Flores
Regina Galarneau
Kiera Ganann
Amanda Gardner
Nancy Gin
Yajurvendrasinh Gohil
Tanya Maria Estrella Gomez
Diane Gonzalez
Francisco Gonzalez-Meza Hoffmann
Caroline Goodman
Amanda Gordon
Joseph Graham
Mark Gripshover
Nada Grkinich
Venkatesh Gundlupet Anandaram
Naomi Gunzel
Rachel Hall
Christian Herve Hauville
Rebekah Hazen
Ashley Henderson
Joseph Henwood
Ann Heurlin
Carol Hiraoka
Marybeth Hitchcock
John Holford
Jessica Hsieh
Mario Hu
James Hudson
Brandy Huff
Rachael Hurd
Richard Hurren
Mario Hurtado
Maritza Hy
Deborah Ingram
Tina Jang
Patricia Jauregui
Lauren Johnson
Adrienne Jonas
Catherine Jones
David Jones
Maria Jones
Irwin Jose
Alicia Kapjian-Pitt
Anupama Kapoor
Christina Karmen
Kumar Kartikeya
Tom Kasten
Amy Kent Heasman
Mohammad Naseem Khan
Eliza Koshland
Sameer Koul
Sheena Kunhiraman
Suresh Kumar Kuppureddy Ponnuswamy
Ricky Labrado
Truman Lam
Edward Lara
Lorie Larsen
Leslye Lauer
Jeremy Leaf
Dina Lee
Morgan Lee
Fatima Leung
Steve Levandowski
Peter Lewin
Audrey Siew Khim Lim
Jacob Little
Vivian Lo
Jessica Locke
Marcos Lopez
Josef Lukan
Daniel Lurie
Lan Ly
Donald Lyle-Edrosolo
Hing Man Mak
Tarun Malik
Vishal Mankotia
Lucia Marcuzzo
Charis Marquez
Michael Martinez
Laura Maxey
Nancy McAuliffe
Jason Mcbriarty
Cathleen Mccarthy
Mike Mccullough
Austin McCune
Michael Mecham
Quinn Mefford
Laura Menke
Daniel Mettee
Amber Miller
Michael Millstein
Lisa Mitchell Williams
Robert Moons
Bruce Mori
Michael Mosby
Torsten Mueller
Deotima Mukherjee
Sandra Mullinax
Una Murphy
Anthony Murray
Barbara Murrer
Anitha Narayanan
Mary Jo Nash
Brian Nixon
Tiani Michelle Nixon
Angelo Ng
Shawn Noser
Ingrid Ojeda
Thomas Onda
Paul Osborne
Jesus Osuna
Kelly Page
Eduardo Park
Sophie Paruit
Thor Patton
Alexandra Pepin
Renee Perdomo
Leah Perez
Cara Phillips
Sue Chi Pok
Paul Pollard
Sergey Pospolitak
Alexander Pundyk
Jose Quiroga
Srikrishna Ramani
Torsten Rath
Sharmin Recinella
Victor Reed
Lisa Relth
Karen Rilke
Hugh Robinson
Anne Liza Roca
Paul Rosas
Julie Rose
Franklin Russell
Lisa Saif
Rene Saroukhanoff
Laura Sato
Benjamin Saunders
Tully Schenkel
Brian Secrest
Philip Seelinger
Nimrah Shaukat
Jiani Shen
Doug Shimosaka
Mary Shoval
Stephanie Siems
Rui Silva Araujo
Shailendra Singh
Alexander Skains
Maarten Slingerland
James Snyder
Yun Song
Moises Sosa
Ivan Spiers
Margarita Spillman
Janis Stafford
Belinda Stahlecker
Kristin Stark
Isaac Starr
Lisa Stirling
Madelyn Storey
Desiree Strain
Maureen Stivale
Sean Sullivan
Claire Swindell
Cherry Tam
Paul Todgham
Leslie Townsend
Melissa Trevino
Kris Tulin-Roberts
Paula Urrutia
Venkat Vakkalanka
Caley Van Brunt
Meisje Vandergroen
Courtney Vander Linden
William Van Hest
Amy Vine
Hs Vishwanath
Anna Walker
Heather Walsh
Christopher Walters
John Wang
Doree Wendling
Justin Whaley
Katherine Wong
Justin Wong
Christian Woodruff
Eun-Ha Yang
Victoria You
Karen Youngblood
Carly Yu
Monika Yungert
Eduardo Zanatti
Adam Zloto
In FY18 the family of our co-founder, Jerry O'Shea, raised more than $8,000 for the Red Tab Foundation.
Susan Birmingham
Casey Blalock
Kelley Blalock
Donna Gallo
Claire O'Shea
Katie O'Shea
Luke Scott
Nancy Tomlitz
Todd Tomlitz
O'SHEA FAMILY AND FRIENDS
If you see any discrepancies in the list, please contact redtabfoundation@levi.com