6/14/2016 NON-PROFIT BASICS by Jerry Appleby 1 HOW TO START AND RUN A CMC WITHOUT LOOSING YOUR MIND Compassionate Ministries

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 2 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 3 Introduction  What is a GSC? A local church that is actively involved in ministry to the Poor. All contributions, grants, and funding is under the budget of the local church.  What is a CMC? A State Corporation separate from the local church. A Federally approved 501 (c) (3) non profit agency.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 4 Introduction  Check list for forming a CMC.  We want involve other Churches (Nazarene and other denominations).  We need more finance than our own local church can generate.  The Staff of the local church is not able to deal with the financial and regulatory organizational structure required by funding agencies.  The liability introduced by the programming is far beyond the scope normally encountered by the local congregation.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 5 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 6 How Do I Minimize Pitfalls?  STEP ONE: Write Down Your Dream Determine the type of CMC you wish to be.  Task Oriented  Community Oriented Outline Everything You Can Dream Doing Develop an informal presentation

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 7 Rules  No idea is a bad idea  Be creative  Take risks

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 8 How Do I Minimize Pitfalls?  STEP TWO: Surround yourself with Like- Minded People From your dream list, think of people that share that part of the dream (or have expertise) Look for those that have had family or friends experiencing the problem you wish to solve Meet with them in a retreat setting to dream and plan for the future.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 9 How Do I Minimize Pitfalls?  Use this research group to help write your Mission, Vision, and Objectives Statements. Mission Statement  The Reason for being an organization.  The fundamental values and beliefs  Usually never changing.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 10 Vision Statement  What the organization hopes to accomplish.  The long term conditions toward which the organization will direct its efforts. Objectives  More specific (time-limited), measurable statements fo the desired outcomes.  Clare-cut targets against which an organization can measure its performance.  These can be reevaluated and altered. How Do I Minimize Pitfalls?

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 11 How Do I Minimize Pitfalls?  STEP THREE: The Board of Directors. A Board Member should fulfill 5 of the following: 1. A Commitment to the Vision/Mission. 2. A specific area of expertise 3. A direct contact with helpful groups. 4. A public image with positive ethics. 5. An ability to contribute financially. 6. An energy level that would allow time to be donated. 7. Skills in group negotiation or writing that can be used in grants and communications with donors. 8. Residency and representation in the State and/or City.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 12 How Do I Minimize Pitfalls? The Responsibilities of the Board 1. Determine the organization’s mission and vision 2. Select an Executive Director. 3. Support the executive and review performance. 4. Ensure effective organizational planning. 5. Ensure adequate resources. 6. Manage resources effectively. 7. Determine and monitor the organization’s programs and services. 8. Enhance the organization’s public image. 9. Carefully select new board members. 10. Assess its own performance.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 13 How Do I Minimize Pitfalls?  STEP FOUR: Form a Nonprofit Organization 1. Check for proposed name 2. Write and File Articles of Incorporation 3. Write Bylaws 4. Obtain Tax-Exempt Status from IRS (forms SS-4, 1023, 8718, and 557). 5. Obtain State Tax Exempt Status.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 14 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 15 HOW DO I ANALYZE THE NEED?  Research the needs Census Material Other city or county studies. Interview other agencies serving the community. DO YOUR OWN RESEARCH

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 16 HOW DO I ANALYZE THE NEED?  Go door to door in the targeted community and ask: (1) What is the greatest need of the community? (2) What classes could be taught to meet the specific needs of your family? (3) What prayer request would you have for the community or your family?

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 17 HOW DO I ANALYZE THE NEED? Have qualified people assess the survey and group the needs into well-defined program categories. i) Use the answers to all the questions as equal answers. ii)Develop a comprehensive list of needs according to the number of times a specific need is mentioned in the survey.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 18 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 19 Ask three questions?  Is the program one of the high priorities?  Is there leadership available?  Is there available finances? WHEN DO I BEGIN PROGAMMING?

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 20 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 21 How Do I Balance Financial Sources? TRY TO EQUALIZE THESE SOURCES  Business/Churches  Individuals  Grants  Programming (Clients)

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 22 How Do I Balance Financial Sources?  Essentials for a stable non-profit. Develop a newsletter  List everyone.  Get Churches to allow you to use their list.  Use the Yellow Pages to get list of businesses in the community.  Go to Churches and ask for names  Get every board member’s Christmas Card list.  Make sure it is done well (MS Publisher)

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 23 How Do I Balance Financial Sources?  Essentials for a stable non-profit. Contact businesses in your community  Find supporters that know someone in that business.  Ask for a chance to present your needs.  Develop a 3-5 minute power point and show on a lap top.  Have a nice folder to leave behind.  Make sure you ask for funding and know your needs.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 24 How Do I Balance Financial Sources?  Essentials for a stable non-profit. Know the fundamental of writing a good grant proposal 1.Introduction (State the purpose of the proposal) 2.Describe the Program  Mission Statement  Project description  Tell how the project supports the organizational mission.

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 25 How Do I Balance Financial Sources?  Essentials for a stable non-profit. 3.Describe HOW you will Conduct the Program.  Use language from the plan developed by your support group.  Include timelines. 4.Describe Why you can do the job 5.Describe Resources Needed  Personnel  Equipment  Financial

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 26 How Do I Balance Financial Sources?  Essentials for a stable non-profit. 6.Describe the Plan for resource-planning this dream.  Where will the money come from?  Which individuals and organizations have you approached. Attach letters of collaboration.  What will happen if you do not raise all needed resources? 7.Include necessary Attachments  Project Budget  IRS Letter (501 (c) (3)  Board List  Brochure/website address

6/14/2016 NON-PROFIT BASICS by Jerry Appleby 27 Agenda  Introductory Items  How Do I Minimize Pitfalls? Four Steps To Help You Get Started  How Do I Analyze the Need? A Simple Survey Asking the Right Questions  When Do I Begin Programming?  How Do I Balance Financial Sources?  Summarize