Coaching with Substance Annual Report 2015-2016 by Maria Pau

www.coachingwithsubstance.org.au/incubator

w w w. c o a c h i n g w i t h s u b s t a n c e . o rg . a u

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http://www.coachingwithsubstance.org.au


www.coach ingwithsubstance .o rg .au 2

• TABLE OF CONTENTS 2015 - 2016ANNUALR E P O RT

Coaching With Substance

I. MISSION & VISION STATEMENT |

II. 2015-2016 SUMMARY |

III. WORD FROM THE FOUNDER |

IV. SOCIAL MEDIA PRESENCE |

V. MAJOR ACCOMPLISHMENTS |

VI. SERVICE PROVISION |

VII. ADVISORY |

VIII. FINANCIAL INFORMATION |

3

4

12

15-17

13-14

6-7

8-11

5

• Events Sponsored and Attended

• Professional Development

• Fundraising Efforts

• Awards

• Doctoral Research Studies

• Summary Income and Cash Flow

• Profit Loss / Expenditure Summary

• Assets & Liabilities

• Auditor’s Report

• Organisational Chart


MARIA POWER, MPH, ARLC, ACC With over 2000 videos of her transformational coaching sessions and a following of over people 200,000 in her social media accounts, she has authored 80 textbooks on community services, counselling, leadership, justice and government studies. As a peer, she also wrote 4x international bestsellers on the subject of addiction. She is completing her PhD on measuring the impact of 'Collaborative Peer Recovery Coaching' on those with co-occur-ing mental illness and polydrug use issues.

DR. LEE FERGUSSON - Founding Rector of Maharishi Vedic University in Cambodia, where his work spanned 16 years, teaching and applying Vedic Science. Dr Fergusson received the highest civilian award from the King of Cambodia in 2016 for his work. He has published many books and research studies in Transcen-dental Meditation, education and psychology, he has been the President of a telecommunications company with a market capital of $2.2 billion, and is currently an Associate Professor at University of Southern Queensland.

MASTER XU ATTIIG - Master Xu has cultivated 14 years of mind-body-spiritual practice. Utilising his martial arts skills and monastic wisdom, he gives guidance to ensure the work of Coaching with Substance is aligned with the 14 values we have developed at our inception. Some of these values are: Passion, Excitement, Spirituality, Connectedness and Abundance. While at the Monastery, he personally trained and mentored over 3000 students and is an ordained Taoist Monk, receiving the title of Master after more than a decade of consistent service.

SAFEERA SABDIA - Having worked as an Optometrist for 22 years, Safeera has always connected with her patients beyond physical concerns, offering clarity when needed. She draws from a wealth of life and professional experiences, having moved beyond her own traumatic personal trials. She has trained with the best with certifications from The Ford Institute. Her training includes completion of various coach training programs, NLP, hypnotherapy and speaker training.

IAN MCPHERSON - Over 40 years of managerial and company director experience, Ian has contributed to many Not-for-Profit organisation as a Board Member. His expertise lies in financial services and the banking sector as he was the state manager of Jardine OMG, IOOF Ltd, Challenger Intl Ltd and Macquarie Financial Planning. In his tenure as CEO of the second largest investment organisation in Qld, QESISB, Ian managed over $750 million on behalf of 7500 employees of the electrical industry.

MOIRA WILLIAMS - Her valuable work as a spiritual and emotional healer spans across 30 years. She is a certified meditation teacher and workshop facilitator on the subject of healing and metaphysics. She has mastered numerolo-gy and astrology, using this to work daily with clients to ensure they develop emotional mastery. She facilitates the integration of healing and helps them with insights so they can develop resilience.She has been the President of her local Chamber of Commerce, hosting events and strengthening local business.

MARGARET STOLMACK, MCC - An educator that is one of the pioneers of coaching and mentoring in Australia. An expert with over 30 years experience in coach training design and delivery, she was an inaugural board member of the biggest coach membership association in he world, International Coaching Federation. She also served on the working committee of Standards Australia and formulated the Handbook of Organisational Coaching. Her past clients have included Australian Federal Police, Customs, and Singapore Armed Services.

ROSS PAUL, Managing Director of Inala Community House, providing a wide range of programs and services across SE Queensland for more than 50 years. Prior to being a senior manager for more than 17 years at the World Bank in Washington DC, he was an advisor and manager within the Department of Prime Minister.

LISA LOMBARDI - Currently the President of the Australian Corporate Lawyers - Qld Chapter, she is legal counsel for an Asia-Pacif-ic international consulting organisation, IQA Group. She is responsible for all management of legal risks, governance issues, and providing legal advice and legal management in all aspects of the business. She has both American and Australian law qualifications. and has supervised a team of contract specialists. She has also developed several training modules for non-lawyers and contractors.

STAN BATES - Adept at determining root cause of problems and data analysis, process engineering and implementation management. He has experience and success in working with cross-functional teams especially sales and service teams. His proven results in developing analysis that influence decision making and strong data visualisation skills are valuable. As a problem-solver, he has the ability to work directly with diverse groups, anticipating needs, and developing tools to meet these needs.

PHIL JOHNSON FAICD, GCM - He delivered more than 60 social welfare services program across international health services and within multi-national corporates. Phil has worked with Australian government, tertiary institutes and not-for- profits organisations and is widely acknowledged for his leadership, innovation, skills and insight. Phil brings solutions to complex problems and has numerous academ-ic qualifications in public policy and people management. He has written white papers on health services design and delivery.

DR. JUDITH GRIFFITHS - Adjunct Associate Professor at University of Queensland, School of Psychology with extensive postgraduate research supervision experience. She has written numerous successful grants funded by the Department of Families, Housing, Commu-nity Services and Indigenous Affairs and the Australian Research Council. Having written sixteen journal publications, she has also published government reports on mental illness of veteran's, in regional areas and in children. She has been a keynote speaker worldwide.

MARIA PAU MASTER XU

Founder And Addictions Specialist

Mind/Body/SpiritAdvisor

IANMCPHERSON

CEO & VP of the Board

MARGARETSTOLNAK

Head of Coaching &

Coach Training

ADVISORYBOARD &

MANAGEMENTDR. LEE

FERGUSSONResearch &EducationAdvisor

DR. JUDITH GRFFITHSResilience &

Mental HealthAdvisor

LISALOMBARD

Legal Advisor

MOIRAWILLIAMS

President ofthe Board

STAN BATES

Head of ActuarialScience

PHILJOHNSONOperations& Strategy

Head

SAFEERASABDIAHead of

Multicultural Affairs


I. MISSION & VISION STATEMENT 2015 - 2016ANNUALR E P O RT


MISSION STATEMENT

We are driven to seek solutions, enhance the quality of our client’s life, and foster a sense of well-being in individuals. We do this by committing to the provision of a structured and inspirational coaching environment, where individuals can embrace sobriety, realise their full potential and re-create their life.

Our goal is to work with clients so they can halt the process of addiction, improve their life skills, reclaim a sense of self-worth and achieve long term success and happiness in recovery using spiritual values of love, faith, hope, forgiveness and compassion.

VISION STATEMENT

Eradicate the negative and harmful effects of addiction issues and addictive behaviours, one client at a time.

• ORGANISATIONAL CHART


II. 2015-2016 SUMMARY 2015 - 2016ANNUALR E P O RT


We believe that alcohol, tobacco and other drug problems affect the entire

population and that an individual community’s involvement is essential to the

development of an effective response. We strive to serve all people within our

jurisdiction with respect, fairness and compassion, to assess the needs of each

individual; and provide opportunities for them to become successful in recovering

from their addiction.

- Maria Pau

“

“

• 2015-2016 AT A GLANCE •

Number of Enquiries (Phone, F2F & Email only)

Number of People Screened or Assessed

Number of Social Media Interactions (Facebook, Instagram, LinkedIn, YouTube & Twitter)

Number of Donors Engaged and Amount

Donations Fundraised Exposure in Events

Number of People that Received Coaching

Number of People that saw Monk Xu

Number People DIRECTLY Impacted in the Community – in an Inspirational & Positive Way (Parent, Child, Sister, Brother, Spouse etc.)

Number of Paid Members

2015-16 16 TOTAL EXPOSURE & EFFECT:

293

156

138,879

63

$51,100

24,550

61

55

928

38

165,022 individuals

Details of Effect or Exposure July 1, 2015 – June 2016


III. WORD FROM THE FOUNDER 2015 - 2016ANNUALR E P O RT


We nurture public trust by holding ourselves to the highest standard of performance, ethics and confidentiality. Our exceptionally low overhead means that more money is directed to serving the community by providing further encouragement, education and the means of prevention. To date we have not been able to secure government funding for our coaching services but our community network continued to support us in referring their loved ones who need transformation.

A highlight for the year is the confirmation of candidature for my Doctoral Studies (20 April 2016), which means that I am officially in research mode as I uncover the effects of Collaborative Peer Recovery Coaching in people with poly drug use issues, that also have depression, anxiety or bipolar issues

On the social front, we have cultivated many Facebook groups and pages so that we can reach those that are unable or unwilling to seek traditional help. We also have more face to face interac-tionswith clients as we open our doors for meditation and recovery networking weekly.

We hope you enjoy reading our productive journey for the 2015-2016 Financial Year. Help us contin-ue to serve our community, keeping it safe from the harms of behavioural addiction and substance abuse by referring to us, those that need our services, so we can keep doing what we do best.

Last of all, we are eager to take our service to more people, hence donations are always putto wonderful use. All donations (over $2) are fully tax-deductible, our donations portal has already raised over $60,000, go to: www.givenow.com.au/coachingwithsubstance

Maria PauFounder and Service Manager


IV. SOCIAL MEDIA PRESENCE 2015 - 2016ANNUALR E P O RT


FACEBOOK

Facebook Account for Maria: www.facebook.com/CoachMariaPower

Facebook Pages set up for more relevant engagement with commu-

nity members:

Facebook Page for Coaching with Substance: www.facebook.com/AddictionCoach

Facebook Page for Book Series: www.facebook.com/KillYourAddiction

FB Page for those with Depression/Bipolar: www.facebook.com/DepressionBipolarGlobal

Facebook Page for Recovery Coach Training: www.facebook.com/RecoveryFromAddiction

Facebook Page for Monk Xu: www.facebook.com/MonkXuMastery

Facebook Groups set up to service our community better:

FB Group for Personal Dev’t: www.facebook.com/groups/personaldevelopmentwithmaria/

FB Group for Recovery Coach Students: www.facebook.com/groups/recoverycoachtraining

FBG for Domestic Violence Issues: www.facebook.com/groups/1525103314461355/

Instagram: www.instagram.com/OzRecoveryCoach

Twitter: www.twitter.com/OzRecoveryCoach

YouTube: www.youtube.com/AddictionHelpQLD

LinkedIn: www.linkedin.com/in/coachingwithsubstance

Meet Up groups were also set up so that we can hold face to face meetings to discuss spir-

ituality, recovery, nutrition, manifesting goals, abundance and meditation.

To network with other Coaches: https://www.meetup.com/Coaching-With-Substance/

To cultivate spirituality: https://www.meetup.com/Enlightened_Beings/

To practice Law of Attraction: https://www.meetup.com/LawofAttractionGC/

To meditate with: https://www.meetup.com/Transcendental-Meditation-GC-Meetup/


III. WORD FROM THE FOUNDER 2015 - 2016ANNUALR E P O RT


Social Media Medium

Coaching withSubstance FB

Kill Your Addiction FB

Depression/ Bipolar FB

Recovery Coach Training FB

Monk Xu FB

Maria Pau FB

DV for FilipinosFB Group

Coach Students FB Group

Personal Development FB Group

Instagram

Twitter

YouTube

LinkedIn

Meet Up x 4 Groups managed

TOTAL SOCIAL MEDIA ACTION 2015-16: 138,879 fans, followers & views

Level of Interaction

Daily posts and around 32 people/week interacted with

Weekly posts and minimum interaction

Daily posts and around 70 people / week interacted with

Weekly posts and minimuminteraction


Daily posts and likes with messages from around 200

people / week

Weekly posts and around 10 people engaged per week

Responds to students, as needed

Minimum interaction, ebooks uploaded monthly


1-5 posts daily and around 700 people / week exposure

115,112views in one year

Monthly posts, constant invitation & message response

Weekly meditation, talksand networking events

FollowersJuly 2015

1581

110

2149

85

1152

2144

0

0

712

4755

1446

1554

956

4

301

1984

3944

449

6

214

1052

6958

1714

2149

1509

2410

286

1955

FollowersJuly 2016


VIII. FINANCIAL INFORMATION 2015 - 2016ANNUALR E P O RT



V. MAJOR ACCOMPLISHMENTS / EVENTS 2015 - 2016ANNUALR E P O RT


Events Sponsored and Attended:

1. Connect Plus Learning Christmas Party

Ms. Maria Artango – CEO of Connect Plus Learning invited Maria to attend their Christ-mas Party so that they can network and see if there are opportunities for collaboration

2. Domestic Violence White Ribbon Day Ms Denise Kennerley from LJ Hooker, Varsity Lakes invited Maria to a Domestic Violence White Ribbon Luncheon, after meeting Denise at Ma-ria’s Talk at the Lions Club. White Ribbon was able to raise over $15,000 in one lunch to sup-port research and prevention activities aimed at changing attitudes and behaviours that result in men’s violence against women. Maria was

3. Filipino Australian Foundation of QLD Presents the Philippine Festival on May 28 and Barrio Fiesta

With over 60 Stalls and Sponsors combined for both Filipino Events (including CWS), it was a great event attended by over 19,000 people on May 28, 2016 and June 12, 2016, mostly Filipinos and their families. We sold over 10 books and garnered donations worth $250. It was great to also network and mingle with this com-munity, eating Filipino foods and having fun. We met with a few potential contacts that can refer future clients.

4. Women’s Forum at the Hilton

A great event on the 7th of March by Philanthro-pist, Ms. Liz Murrihy who supported The Wom-en’s Legal Service. WLS provide free legal. She supported The Women’s Legal Service. They pro-vide free legal, counselling, housing and cloth-ing to help and support women and children who affected by domestic violence. Dr. Shannon Spriggs-Murdoch delivered a poignant speech about how domestic violence impacted her personally and the importance of social change.

2015 - 2016ANNUALR E P O RT


also able to raise $200 for CWS and give away a few books to prospective clients.Maria witnessed donor engagement in action as the day generated $15K in donations through raffles & sponsors.


VII. FINANCIAL INFORMATION 2015 - 2016ANNUALR E P O RT



IV. MAJOR ACCOMPLISHMENTS / Events 2015 - 2016ANNUALR E P O RT


To forge relationships with Mayor Tom Tate, Maria volunteered at the elections and joined the Mayor and her wife, Ruth at the Victory Party afterwards. We hope to work with the Mayor’s office or be one of the beneficiaries for the Lord Mayor’s Ball.

My coach has awarded me a scholarship to his Champion’s MasterMind Club for referring the most number of colleagues to his program. Our Mastermind group of seven learned in greater detail how to have a profitable program that we can sell and make money from. I also picked up a client to coach and this was a great bonus.

5. Political Networking: Election for Mayor Tom Tate

1. Mastermind Group by Steve Brossman

6. High Tea with Bert Van Menen, MP

Another event attended was the High Tea or-ganized by Bert Van Menen, MP at his resi-dence in Willow Vale. A few key people were met and speaking engagements secured.

2. Podcasters Secret Weapon: This is a complete course that contains everything I need to know about launching a successful podcast, getting big names on this show and boosting downloads. It includes 12 weeks of group coaching and interaction with other students on Facebook. This cost $4200 on a payment plan.

3. 6-Figure Coach: We were taught how to launch funnels (Clickfunnels) and member-ship sites that can generate six figures a year in clients and members. This is a complete course teaches us how to make $10,000/week with a $5,000 product, which equates to 2 sales per week, this means I ring five people a week from the twenty leads generated and for this we must launch three marketing campaigns and spend around $500 a week in FB ads.

4. Scholarship for Role of Not-for-Profit Chairman: Australian Scholarships Foundation awarded Maria a 100% scholarship to attend the Australian Institute of Company Direc-tors’ The Role of the Not-for-Profit Chairman course. It was attended by other Chair mem-bers, such as those from Lives Lived Well and Crimestoppers, to name a few. It was a great day of learning with lots of networking value.



Professional Development, such as Training, Conference, Workshop or Coaching:

V. MAJOR ACCOMPLISHMENTS / EVENTS & PD







This is a regional conference with 12 prominent featured speakers covering a range of fascinating topics from art, architecture, music, and Vedic Science-based education to law and rehabilitation, Vedic Science and administration, and healthcare.

2. Book sales and exposure – we have been selling/giving away the four best-sellers written by Maria Pau, to generate donor interest and to gain potential coaching clients.

3. Crowdfunding – we engaged Jim Graham and Doug Crowe on a crowdfunding proj-ect that set back CWS around $15,000 in fees, and we are still awaiting viability for the project.

4. Networking – as reported in the Events page, we have participated in numerous events to get the CWS brand and services into the marketplace

5. Maharishi Vedic Science Regional Convention



Fundraising Efforts:

1. Healthy ME Summits

Maria Pau was invited to be one of the esteemed speakers at the Healthy ME Summits. This is an online summit with over 50 speakers such as Dr John Demartini, Dr Joe Dispenza, Dr. Fab Mancini and so much more. Maria was interviewed about her experience in addiction and depression/anxiety, where she was able to give practical tips to wellness. Healthy ME Summits chose Coach-ing With Substance as their charity of choice and was able to raise over $1500 in donations.

V. MAJOR ACCOMPLISHMENTS / FUNDRAISING







A w a r d s :

1. Young Entrepreneur of the Year 2015 (Social Entrepreneur Category)

Maria Pau and Coaching with Substance became a Finalist at the Young Entrepreneur of the Year Awards. She attended the gala at Jupiter’s Casino with Monk Xu and they were provided a unique opportunity to engage with some of the city’s most successful young business leaders who are turning their innovative ideas into reality and forg-ing new paths. As the Finalist for Social Entrepre-neur Category, Maria showed great merit in solv-ing social issues or driving social change as this category is aimed at young talent using innovative initiatives to support the community. See the arti-cle written about this award at:

http://www.businessnewsaus.com.au/articles/entrepreneur-s-journey-to-crush-addiction.html



The University of Queensland has awarded Maria Pau, Founder of Coaching with

Substance a Confirmation of Candidature to officially continue her research on the impact

of Collaborative Peer Recovery Coaching on those with co-morbid (depression, anxiety,

PTSD, ADHD) polydrug use and abuse issues on the 20th of April, 2016. She has also sub-

mitted her Ethics application and this has also been approved which means she is in her

second year of her Doctoral Studies and due to finish her dissertation by mid-2018.

This study will provide important data on coaching drug and alcohol clients, which may be

duplicated elsewhere. The findings from this dataset can be a catalyst for a deeper insight

into the influences of coaching for Australians suffering problematic drug and alcohol use

behaviours. It examines the client’s willingness to abstain and how motivated they are in

achievement of abstinence goals. Her study will examine the coaching sessions and the

transcripts of these coaching sessions (over 3500 pages of transcripts) to study the impact

of Collaborative Peer Recovery Coaching on recovery capital resources and abstinence.

Doctoral Studies on the Impact of Collaborative Peer Recovery Coaching:

V. MAJOR ACCOMPLISHMENTS / AWARDS & PhD




VI. SERVICE PROVISION: 2015 - 2016ANNUALR E P O RT


1. Coaching clients – we have had a steady flow of coaching clients, although Maria’s PhD studies are taking precedence over client sessions, until the end of 2018. Maria has coached 61 clients and screened around 156 clients for either coaching, session with Monk Xu or referred out.

2. Recovery Coaching Student – As well, Maria taught a student, Kate James to become a Recovery Coach and Kate is hoping to get accredited by end of 2017.

3. SIT with Monk – Monk Xu has been busy with clients and has been doing free sessions for a few clients. He has been teaching, training and providing spiritual insights to around 55 individuals. His reviews speak for themselves, found at: https://www.facebook.com/pg/MONKXUMASTERY/reviews/

4. Rotary Club and Lions Circuit – Maria, Moira and Monk Xu also did a few talks at our local Rotary and Lion’s Clubs. In these events, we were able to network with these clubs and raise around $1100 in donations.


VII. ADVISORY 2015 - 2016ANNUALR E P O RT


MOIRA WILLIAMS - Her valuable work as a spiritual and emotional healer spans across 30 years. She is a certified meditation teacher and workshop facilitator on the subject of healing and metaphysics. She has mastered numerology and astrology, using this to work daily with clients to ensure they develop emotional mastery. She facilitates the integration of healing and helps them with insights so theycan develop resilience. She was the President of her local Chamber of Commerce,hosting events and strengthening local business for eight years.

IAN MCPHERSON - Over 40 years of managerial and company director experience, Ian has contributed to many Not-for-Profit organisation as a Board Member. His expertise lies in fi-nancial services and the banking sector as he was the state manager of Jardine OMG, IOOF Ltd, Challenger Intl Ltd and Macquarie Financial Planning. In his tenure as CEO of the second larg-est investment organisation in Qld, QESISB, Ian managed over $750 million on behalf of 7500 employees of the electrical industry.

MASTER XU ATTIIG - Master Xu has cultivated 14 years of mind-body-spiritual practice. Utilising his martial arts skills and monastic wisdom, he gives guidance to ensure the work of Coaching with Substance is aligned with the 14 values we have developed at our inception. Some of these values are: Passion, Excitement, Spirituality, Connectedness and Abundance. While at the Monastery, he personally trained and mentored over 3000 students and is an ordained Taoist Monk, receiving the title of Master after more than a decade of consistent service.

MARIA POWER, MPH, ARLC, ACC With over 2000 videos of her transformational coaching sessions and a following of over people 200,000 in her social media accounts, she has authored 80 textbooks on community services, counselling, leadership, justice and government studies. As a peer, she also wrote 4x international bestsellers on the subject of addiction. She is complet-ing her PhD on measuring the impact of ‘Collaborative Peer Recovery Coaching’ on those with co-occuring mental illness and polydrug use issues.

DR. LEE FERGUSSON - Founding Rector of Maharishi Vedic University in Cambodia, where his work spanned 16 years, teaching and applying Vedic Science. Dr Fergusson received the highest civilian award from the King of Cambodia in 2016 for his work. He has published many books and research studies in Transcendental Meditation, education and psychology, he has been the President of an environment remediation company with a market capital of $2.2 billion, and is currently an Associate Professor at University of Southern Queensland.

DR. JUDITH GRIFFITHS - Adjunct Associate Professor at University of Queensland, School of Psychology with extensive postgraduate research supervision experience. She has written nu-merous successful grants funded by the Department of Families, Housing, Community Services and Indigenous Affairs and the Australian Research Council. Having written sixteen journal publications, she has also published government reports on mental illness of veteran’s, in region-al areas and in children. She has been a keynote speaker worldwide.

SECRETARY

TREASURER

RESEARCH & EDUCATION ADVISOR

RESILIENCE & MENTAL HEALTH ADVISOR

PRESIDENT

CEO & Vice President

ADVISORY


VII. ADVISORY 2015 - 2016ANNUALR E P O RT


LISA LOMBARDI - Currently the President of the Australian Corporate Lawyers - Qld Chapter, she is legal counsel for an Asia-Pacific international consult-ing organisation, IQA Group. She is responsible for all

management of legal risks, governance issues, and providing legal advice and legal management in all aspects of the business. She has both American and Aus-tralian law qualifications. and has supervised a team of contract specialists. She has also developed several training modules for non-lawyers and contractors.

SAFEERA SABDIA - Having worked as an Optometrist for 22 years, Safeera has always con-nected with her patients beyond physical concerns, offering clarity when needed. She draws from a wealth of life and professional experiences, having moved beyond her own traumatic personal trials. She has trained with the best with certifications from The Ford Institute. Her training in-cludes completion of various coach training programs, NLP, hypnotherapy and speaker training.

ROSS PAUL, Managing Director of Inala Community House, providing a wide range of programs and services across SE Queensland for more than 50 years. Prior to being a senior manager for more than 17 years at the World Bank in Washington DC, he was an advisor and manager within the Department of Prime Minister.

STAN BATES - Adept at determining root cause of problems and data analysis, process en-gineering and implementation management. He has experience and success in working with cross-functional teams especially sales and service teams. His proven results in developing anal-ysis that influence decision making and strong data visualisation skills are valuable. As a prob-lem-solver, he has the ability to work directly with diverse groups, anticipating needs, and devel-oping tools to meet these needs.

PHIL JOHNSON FAICD, GCM - He delivered more than 60 social welfare services program across international health services and within multi-national corporates. Phil has worked with Australian government, tertiary institutes and not-for- profits organisations and is widely ac-knowledged for his leadership, innovation, skills and insight. Phil brings solutions to complex problems and has numerous academic qualifications in public policy and people management. He has written white papers on health services design and delivery.

MARGARET STOLMACK, MCC - An educator that is one of the pioneers of coaching and mentoring in Australia. An expert with over 30 years experience in coach training design and delivery, she was an inaugural board member of the biggest coach membership association in he world, International Coaching Federation. She also served on the working committee of Stan-dards Australia and formulated the Handbook of Organisational Coaching. Her past clients have included Australian Federal Police, Customs, and Singapore Armed Services.

LEGAL ADVISOR

HEAD OF MULTICULTURAL AFFAIRS

HEAD OF COMMUNITY DEVELOPMENT

HEAD OF ACTUARIAL SCIENCE

HEAD OF COACHING & COACH TRAINING

OPERATIONS &STRATEGY HEAD




Summary of Income Details: We have successfully increased our profits this year by almost 40% from $12,000 to $30,000, even after losing a major donor from 2015 (who contributed $24,000 in 2015).

Our $98,000 revenue consisted of $35,000 worth of coaching and consulting fees, $51,000 came from donors, there was a recovery coaching student paying off her tuition ($2,330) and Monk Xu had clients and book sales amounting to $9,500.

Summary of our Financials are below and also lodged at ACNC: https://acnc.gov.au/AIS2016?ID=945B88BA-5A22-44A6-950C-55655529486D&noleft=1

Revenue 2 98,096.08 91,498.65

Expenses (67,917.56) (79,492.29)

Surplus/(Deficit) before income tax expense 30,178.52 12,006.36

Income tax expense 1a

10a

0.00

0.000.00

0.000.00

0.00

Surplus/(Deficit) after income tax 30,178.52 12,006.36

Total comprehensive income 30,178.52 12,006.36

COACHING WITH SUBSTANCE INC

IA 38634 CH 2031 ABN 18 279 236 638

STATEMENT OF CASH FLOWS

CASH FLOW FROM OPERATING ACTIVITIES

Receipts from donations, services and sales 98,096.08 91,498.65

Payments to suppliers of goods and/or services (84,203.46) (77,380.03)

Net cash generated from (used in) operating activities

13,892.62 14,118.62

CASH FLOWS FROM FINANCING ACTIVITIES

Receipt from borrowings 16,364.31 0.00

Repayment of borrowings (27,530.63) (14,602.44)Net cash generated from (used in) financing activities

(11,166.32) (14,602.44)

Net increase (decrease) in cash held 2,726.30 (483.82)

Cash at the beginning of the financial year 66.05 549.87

Cash at the end of the financial year 2,792.35 66.05


IA 38634 CH 2031 ABN 18 279 236 638

STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME

2016NOTE

NOTE

$

2015

$

2015

$

2016

$

REVENUE AND EXPENSES

Items that may be reclassified subsequently to profit or lossItems that will not be reclassified subsequently to profit or loss




Expenditure Summary: As for loans and expenditures, we have lowered our loans from $40,140 last financial year to now only $28,974, paying off $11,160 to date. We operate a very lean charity, considering our face to face expo-sure (130,000++ individuals reached), social media mileage (139,000



people) and service delivery numbers (107 individuals transformed through coaching or training). Keeping the overheads low was possible through the work of our Founder, who volunteers her time and the other Board Members who give generously, as well. Outsourc-ing work through Upwork and hiring people from the Philippines also keeps the salaries very low, where casual marketing staff that would have cost $30,000 a year is only setting us back a few thousand.

Cash at the end of the financial year 4 2,792.35 66.05

ASSETS

CURRENT ASSETS NOTE 2016 $ 2015 $

Cash and Cash Equivalents 2,792.354 66.05

Other Current Assets 5

CURRENT LIABILITIES

14,173.64

0.006

28,974.117

Total Current Assets 16,965.99 66.05

TOTAL ASSETS 16,965.99 66.05

LIABILITIES

Trade and Other Payables 2,112.26

Financial Liabilities 40,140.43

Total Current Liabilities 28,974.11 42,252.69

TOTAL LIABILITIES 28,974.11 42,252.69

NET ASSETS (12,008.12) (42,186.64)

MEMBERS FUNDS

Retained Earnings (12,008.12) (42,186.64)

TOTAL MEMBERS FUNDS (12,008.12) (42,186.64)

IA 38634 CH 2031 ABN 18 279 236 638

STATEMENT OF FINANCIAL POSITION AS AT 30 JUNE 2016


NOTE 3: EXPENSES

Client special services 1,041.89 1,625.51Communications 6,212.47 5,611.66Marketing & fundraising 6,306.91 7,161.49Office supplies & administration 33,877.59 47,500.55Volunteer & consultancy costs 20,478.70 17,593.08

Total Expenses 67,917.56 79,492.29




INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OFCOACHING WITH SUBSTANCE INCIA 38634 CH 2031 ABN 18 279 236 638(continued)

IndependenceIn conducting our audit, we have complied with the independence requirements of Australianprofessional ethical pronouncements and the Australian Charities and Not-for-profits Commission Act.

Basis for Qualified Auditor's OpinionThe amount shown as prepayments in Note 5 was paid to an overseas entity for future services and itcould not be confirmed that these services would be provided subsequent to the reporting date.Accordingly, the amount should have been expensed.

Auditor's OpinionIn our opinion, other than the matter described in the paragraph headed 'Basis for Qualified Auditor'sOpinion', the financial report of Coaching with Substance Inc is in accordance with the AssociationsIncorporation Act and with Division 60 of the Australian Charities and Not-for-profits Commission Actincluding:

i. giving a true and fair view of the Association’s financial position as at 30 June 2016 and of theirperformance for the year ended on that date in accordance with the accounting policies described inNote 1; and

ii. complying with Australian Accounting Standards to the extent described in Note 1, the AssociationsIncorporation Act and Division 60 of the Australian Charities and Not-for-profits Commission Act.

Basis of AccountingWithout modifying our opinion, we draw attention to Note 1 to the financial report, which describes thebasis of accounting. The financial report has been prepared for the purpose of fulfilling theAssociation’s financial reporting responsibilities under the Associations Incorporation Act and theAustralian Charities and Not-for-profits Commission Act. As a result, the financial report may not besuitable for another purpose.

Emphasis of MatterWe draw your attention to Note 13 to the financial statements, which details the committee's decision to prepare the report in accordance with the going concern assumption.

IAN W BARFOOTRegistered Company Auditor No. 219262

Dated this 16th day of September 2016Ashmore, Queensland

/ AUDITOR’S REPORT

Date post:	21-Feb-2017
Category:	Government & Nonprofit
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Coaching with Substance Annual Report 2015-2016 by Maria Pau

Government & Nonprofit