NON-PROFIT 101 A LESSON IN SUSTAINABILITY

Irv Schuetzner NON-PROFIT EXPERIENCE United Way 41 years NYSP 26 years Mountaineer Boys &Girls Club 16 years PACE Sheltered Workshop 11 years Monongalia County Schools Foundation 4 years Kaleidoscope 3 years Greater Morgantown Charitable Trust 1 year BUSINESS EXPERINCE Major Corporation 30 years Public Education Administration 12 years Non-Profit Start-up Consulting 2 years

WHAT TO THINK ABOUT……. If you are in a non-profit: What did we not think about when we started? How can we make ours better? If you are dependent on a school system, FBO or another non-profit: Should we become a non-profit? Are there benefits?

Mistakes most likely to plague startups: Lack of Research and Planning Lack of Financial Savvy Thinking It's Easy to Start a Nonprofit Not building an effective board

What’s your purpose? KITTENS? PUPPIES? KIDS?

MISSION STATEMENT WHAT DO YOU WANT TO DO? Education Feeding/Clothing Stop Abuse

MISSION STATEMENT WHO WILL YOU SERVE? ALL kids? Birth to 3? Elementary School? Middle School? High School?

MISSION STATEMENT WHERE AND WHEN DAILY WEEKENDS AFTER SCHOOLS SUMMER

MISSION STATEMENT WHAT will be the curriculum? Life Skills Homework Help/Tutoring Cultural Activities Character Education

MISSION STATEMENT Create a venue to expand the education opportunities for children of elementary School age (K-5). Provide classes at various locations and times in Life Skills, Cultural and Character Education Activities.

Why a Strategic/ Business Plan (May hire an attorney or Board Member) Incorporation and By-Laws Human Resource policies State registration Tax Exempt Status from IRS Recordkeeping Funding Plan Liability

Strategic or Business Plan WHAT’S INCLUDED? FUNDING INCORPORATION AND BY-LAWS STATE REGISTRATION HUMAN RESOURCE POLICIESRECORDKEEPING 501-C3 STATUS FROM IRSLIABILITY INSURANCE OPERATIONAL FUNDING (BUDGET) TRAINING

Strategic/Business Plan + Fees (Sliding Scale Tuition?) Federal Money (Grant Writer?) Local Matches Grants in hand from Foundations and Corporations Donations Local Charities United Way Board members

Strategic/Business Plan - - Number served Staffing Plan Training Payroll, Taxes and Benefits Background Checks Tracking & Accounting Software Communication Systems Insurances Transportation Licensing Board Composition Location, Rent and Utilities

SUSTAINABILITY!!!! What about next year????

REPORTING ON-Going from first day Who is served (Socio-economic, Knowledge base, Special Needs) What we proposed - What we did Impact on Participants Dollars spent – How? Wins and Losses (Independent Evaluation)

Seek Fiscal Sponsorship Volunteer Start a Local Chapter of a National Nonprofit Organize an Unincorporated Association Form or Join a Giving Circle Set Up a Donor-Advised Fund Become a Social Entrepreneur Alternatives to Non-Profits

QUESTIONS?