2014 Annual Report, Roanoke Natural Foods Co-op

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ANNUAL REPORT 2014


Your co-op needs your support:

From our General Manager

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Our co-op is 40 years old this year, a milestone that you our owners made possible. I wonder if in 1975 our founders imagined their idealistic experiment would grow into the vibrant community-based business that we all participate in and benefit from today. They must have envisioned the hard work and dedication of thousands of owners, employees and board members over the course of decades could generate the positive community changes we have created. Because of their vision and the hard work of many we are able to be here today reporting all of the wonderful accomplishments of 2014. The co-op’s ability to support the community is in direct relationship to the support we receive from our owners. By participating in its activities owners of our co-op can make their community a better place for everyone. Growing sales is the economic engine that makes possible all of the activities of this and all co-ops.

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Shop… shop… and then shop some more! Your dollars are well spent and will grow your community in many positive ways Attend the annual owner meeting, board meetings and special events Participate in our annual customer survey. Let us know what we are doing well and where we can make your shopping experience even better Save some cash and help your co-op by purchasing your groceries on our monthly Owners 10% Off Days, the second Saturday of each month. Encourage your friends and co-workers to become owners

I am proud of the collective accomplishments we have made over the past 40 years and I look forward to our co-op serving our community for the next 40 years. Together we can.

Bruce Phlegar

From our Board President A seismic shift is taking place in the natural and organic food industry with regard to the level of competition in the marketplace. Not only are natural food chains and conventional big-box grocery stores robustly participating in this segment of the industry. Innovative new stores are increasingly entering the marketplace and offering an appealing package of product, atmosphere and low prices. In recent years, CDS Consulting Co-op, with sponsorship from National Co-op Grocers (also a co-op), has organized regional workshops to discuss important issues facing cooperative grocers. For 2015, these workshops focus on surviving and thriving in this competitive marketplace. In late March, representatives from both management and board traveled to Asheville to participate in our region’s workshop. One recurring theme was the importance of

differentiating our co-ops by promoting and educating the public about our commitment to local community, along with social and environmental values. In this Annual Report, we have highlighted some of the important ways we have accomplished these goals in 2014. Thank you to our owners and community for your support of Roanoke Natural Foods Co-op. With your continued support, we expect our co-op to not only survive but to thrive far into the future.

Gayle Cooley


2014 ANNUAL REPORT The accomplishment of our ends is the sole measure of our cooperative's success. This 2014 Annual Report shows in quantitative and qualitative measures how we, through our actions and activities, have impacted our local community and the world in positive ways.

Global Ends Roanoke Natural Food Co-op exists to create a vibrant, local and sustainable cooperative community wwhere decisions are grounded in the balance of economic, social and environmental responsibilities.

Sub-Ends ECONOMY A. Owners benefit from the well-being and profitability of Roanoke Natural Foods Co-op. B. Local producers, businesses and the community at large benefit from the presence and investment of Roanoke Natural Foods Co-op.

HEALTH The community has access to a selection of high quality, organic, and healthful foods and products which are reasonably priced.

COMMUNITY A. Community members have a welcoming and vital marketplace. B. Owners have a sense of pride of ownership and belonging. C. Roanoke Natural Foods Co-op serves as a catalyst for community involvement in positive social change D. Local and global communities are strengthened by a preference for fair trade products and services. E. Larger cooperative family bonds are strengthened

ENVIRONMENT A. Sustainable environmental practices are linked to Roanoke Natural Foods Co-op's goods and services. B. The natural environment is protected by use of green technologies and energy alternatives.

EDUCATION The cooperative community is informed about: A. Nutrition and health B. The Cooperative Business Model and cooperative principles C. Roanoke Natural Food Co-op's mission and ends D. Sustainable living

AGRICULTURE A. Roanoke Natural Foods Co-op consistently offers food products that are fresh, local, organic, sustainably-raised, non-GMO, humanely-raised, and cruelty-free. B. Farmland conservation and sustainable farming methods are supported.


ECONOMY

ROA NOK E

N AT U RAL

F OODS

CO - OP

A. Owners benefit from the well-being and profitability of Roanoke Natural Foods Co-op. B. Local producers, businesses and the community at large benefit from the presence & investment of Roanoke Natural Foods Co-op.

LOCAL ECONOMY

SALES TO OWNERS

The community at large benefits from the presence and investment of Roanoke Natural Foods Co-op.

Owners benefit from the well-being and profitability of Roanoke Natural Foods Co-op.

TOTAL 2014 DIRECT LOCAL ECONOMIC IMPACT

SALES 2014

$5,969,835

$1,955,553 This number includes our cost of goods, payroll, charitable contributions, and local government taxes. PROFITS 2014

$92,573

SALES TO OWNERS 2014

$2,992,783

50%

OF OVERALL SALES

OWNER EQUITY

$318,631

The number reported is before the CPA audit and patronge refund.

13.6% INCREASE OVER 2013

OWNER ONLY DISCOUNTS, SPECIALS & SALES $65,413 $33,199

$44,691

$45,082

$19,166 $5,015 2009

2010

2011

2012

2013

HEALTH The community has access to a selection of high quality, organic, and healthful foods and products which are reasonably priced.

OUR OWNERS SAY Based on our Annual Shoppers Survey of 509 shoppers conducted in August 2014. SATISFIED WITH PRODUCT SELECTION & VARIETY

SATISFIED WITH QUALITY & FRESHNESS OF PRODUCTS

95.3%

98%

2014


COMMUNITY OUR OWNERS SAY

FAIR TRADE

SATISFIED WITH KNOWLEDGEABLE STAFF

NUMBER OF FAIR TRADE PRODUCTS OFFERED

97.9%

267

96% FRIENDLY & COURTEOUS STAFF

95.6%

4.1%

OF PRODUCTS

OWNERSHIP Owners have a sense of pride of ownership and belonging. PERCENTAGE OF SALES TO OWNERS

50.13%

$2,992,783 TOTAL SALES TO OWNERS IN 2014

NUMBER OF NEW OWNERS

SUPPORTING CO-OPERATIVES Larger cooperative family bonds are strengthened. INVESTMENT IN OTHER COOPERATIVES

$54,198 This number includes yearly dues, equity investment and joint liability fund for National Co-op Grocers as well as yearly dues for The National Cooperative Business Association.

362 TOTAL OWNERS

3,919

70%

ACTIVE OWNERS

2,748

GIVE UP! PROGRAM We serve as a catalyst for community involvement in positive social change and social justice. TOTAL RAISED IN 2014 THROUGH GIVE UP! (12 ORGANIZATIONS BENEFITED)

$20,692

Supporting the important work of: Food for Thought, Apple Ridge Farm, Heritage Point Farm, Lick Run Farm, Reading Seeds, Historic Roanoke City Market, Appalachian Trail Conservancy, Roanoke Valley Greenway Commission, Radio Free Roanoke, Roanoke Valley SPCA, Habitat for Humanity, & Children's Trust.

R E P O R T

SATISFIED WITH ATMOSPHERE & AMBIANCE OF STORE

A N N U A L

Local and global communities are strengthened by a preference for fair trade products and services.

2 0 1 4

Community members have a welcoming and vital marketplace.


ENVIRONMENT

ROA NOK E

N AT U RAL

F OODS

CO - OP

A. Sustainable environmental practices are linked to Roanoke Natural Foods Co-op's goods and services. B. The natural environment is protected by use of green technologies and energy alternatives.

RAISING THE ANTE

E-WASTE COLLECTION

We contribute 5¢ to a local organization everytime our shoppers use a reusable shopping bag.

We partner with Goodwill Industries of Roanoke Valley to host an annual electronics recycling day.

BAGS DIVERTED FROM LANDFILL IN 2014

FALL ECO DAY E-WASTE COLLECTION POUNDS COLLECTED IN 2014

108,400

4,700

ENVIRONMENTAL OUTREACH We organized and partnered with other organizations in 2014 as environmental stewards. The co-op held two cleanup efforts at Wasena Park, organized a team for Clean Valley Council's annual Fall Waterways Cleanup, and hosted a drop off site for Fall ECO Day, which is our partnership with Goodwill Industires of Roanoke Valley that collects e-waste.

RECYCLING EFFORTS We recycle and compost as much as we can at our retail locations, offices & farm.

95,700

POUNDS COLLECTED SINCE 2010

CONSUMPTION We strive to reduce our energy usage year after year at our retail locations, offices & farm. ANNUAL POWER USAGE (KWH CONSUMED IN 2014)

476,318

-4.5%

COMPARED TO 2013

The solar modules at Heritage Point produce energy year round to offset some of our power usage. The modules and installation were donated by Direct Connect Solar & Electric.

RECYCLED MATERIAL DIVERTED FROM LANDFILL (IN CUBIC YARDS)

ANNUAL WATER USAGE

832

1,172,749

COMPOSTABLE MATERIAL DIVERTED FROM LANDFILL (IN POUNDS)

ANNUAL NATURAL GAS USAGE

15,600

5,824

(GALLONS OF WATER CONSUMED IN 2014)

(THERMS OF NATURAL GAS CONSUMED IN 2014)

-8.8%

COMPARED TO 2013

ANNUAL PROPANE USAGE

SUSTAINABLE PRACTICES We use compostable containers, recyclable plasticware, BPA-free paper for receipts. We also encourage our shoppers to recycle at our retail locations.

(GALLONS OF PROPANE CONSUMED IN 2014)

349.20

-46.39%

COMPARED TO 2013


EDUCATION The cooperative community is informed about: A. Nutrition and health

C. The co-op's mission and ends

THE CO-OPTIMIST

2 0 1 4

B. The Cooperative Business Model & cooperative principles D. Sustainable living

CO-OP CLASSES We offer year-round classes in our Community Room at the Grandin Co-op.

HOUSEHOLDS MAILED TO PER ISSUE

CO-OP SPONSORED CLASSES IN 2014

46

PER ISSUE DISTRIBUTION AROUND THE CITY AT 50+ LOCATIONS

ATTENDEES

R E P O R T

10,000

337

3,000 AGRICULTURE

A. Roanoke Natural Foods Co-op consistently offers food products that are fresh, local, organic, sustainably-raised, non-GMO, humanely-raised, and cruelty-free. B. Farmland conservation and sustainable farming methods are supported.

HERITAGE POINT URBAN FARM We own 17.5 acres of farmland within the City of Roanoke and lease another 7.4 acres, which is Heritage Point Urban Farm. We use exclusively sustainable farming methods.

2014 TOTAL PRODUCTION

$26,215

$16,487 2013 PRODUCTION

PRODUCT SELECTION

TOTAL NUMBER OF PRODUCTS

6619

A N N U A L

We publish a biannual newsletter, The Co-optimist, as a part of our educational outreach.

LOCAL

CERTIFIED ORGANIC

CERTIFIED CERTIFIED CRUELTY-FREE NON-GMO & HUMANELY RAISED

437

1906

693

786

6.6%

28.8%

10.5%

11.9%


2014 Income Statement Grandin

Downtown

Heritage Point

Admin

Consolidated

Net Sales Cost of Goods

5,561,041 3,372,879

382,579 244,857

26,215 7,051

0 0

5,969,835 3,624,787

Gross Profit Margin

2,188,162

137,722

19,164

0

2,345,048

Wages, Benefits and Taxes General Administrative & Occupancy

895,685 388,283 1,283,968

96,341 62,090 158,431

83,510 36,051 119,561

326,627 194,179 520,806

1,402,163 680,603 2,082,766

Net Operating Income Other Income Interest, Depreciation & Amortization

904,194 (42,206) (73,895)

(20,709) 0 (22,942)

(100,397) 2,808 (14,506)

(520,806) 0 (7,200)

262,282 (39,398) (118,543)

Net Income Federal & State Income Taxes

788,093

(43,651)

(112,095)

(528,006)

104,341 (11,768)

2012

Total Operating Expenses

92,573

Net Income before CPA Audit & Patronge Refund

2014 Balance Sheet Cash Receivables Inventory Other Current Assets Total Current Assets

247,986 0 330,367 20,823 599,176

Property and Equipment Other Assets Total Assets

889,216 40,761 1,529,153

Accounts Payable Accrued Expenses Other Current Liabilities Long Term Liabilities

248,796 31,778 67,017 221,761

Total Liabilities

569,352 318,630 641,171 959,801 1,529,153

Owner Equity Retained Earnings Total Equity Total Liabilities and Equity

Ne i gh b or h o o d Fo o d Since 1975

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