1. Business Decisions in non profits
Patsy Dowling
Mountain Projects Community Action Agency

3. On Going Evaluation
Does the program fit with the mission of the non profit.
Track all calls
Community Needs Assessments every three years.
Grant Requests- Tie to Needs
Reputation- Drives Resources
and Grants

4. Interesting Phone Calls
“I need you to take over programs for
seniors….by the way, we have a bill
for $2,000 that needs to be paid.”
Are you interested in taking over
some apartments?”
“Can you tell me who financed these apartments?
I need someone to listen about the drugs in the units.
“I need you to take over the over domestic violence services”
“Are you Patsy Dowling? I need you to sign for this civil summons”

5. Lessons Learned Every Board- Always ask if they have D&O insurance
Obtain Approval by Governing Board
Evaluate Agency Insurance policies- know and understand coverage gap
Personal Umbrella Policy

6. Partnering or Merging Suggestions
Review of Audits
Review of 990’s- Guide Star- If no 990’s-RUN!
Payroll- Ask for Ledgers and Tax Submitting
Retirement Plan and Withholding Schedule
Bank Records - Ask for 12 months
Loss Runs for GL, WC and Auto Claims
Credit Rating
Cash Flow Needs- Minimum three months operating reserve
Social Enterprise-Food Service, Resale Store