Presenting: Board Orientation Your Organization Date of Orientation Location of Orientation

Presenting: Board Orientation

Your Organization

Date of OrientationLocation of Orientation

Section1

Overview of theNonprofit Sector

Overview of the Nonprofit Sector

America’s Three Sectors

Nonprofit Sector Charitable organizations, membership associations, professional societies

Public Sector Government and public educational systems

Private Sector Business and industry

Overview of the Nonprofit Sector

What Is the Nonprofit Sector?

Advocacy and public education groups Membership associations Environmental and conservation groups Performing arts and fine arts organizations

Churches, temples, and mosques Credit unions Veterans and service clubs Sororities and fraternities

Homeless shelters and soup kitchens Colleges and universities Support and counseling services Hospitals and community health centers

Types of Nonprofits

Charities (Section 501(c)(3) of IRS tax code) Special Olympics, YMCA, Metropolitan Museum of Art

Professional and Trade Associations (501(c)(6))

American Dental Association, AARP, National PTA

National Social Welfare Organizations (501(c)(4))

NAACP, National Organization for Women, Sierra Club

Social Organizations (501(c)(7)) Swimming clubs, garden clubs, alumni associations

Overview of the Nonprofit Sector

Overview Of The Nonprofit Sector

What Is the Nonprofit Sector?

For more information on the nonprofit sector, visit The National Center for Nonprofit Boards’

website at www.ncnb.org.

Approximately 1.6 million nonprofit organizations in the U.S.

Combined revenues of more than $670 billion

One in 12 Americans works for a nonprofit

56 percent of adults

volunteer for nonprofits

Combined contributions of

$190.16 billion in 1999

Section 2

About theOrganization

About the Organization

MissionYour mission statement here.

About the Organization

VisionYour vision statement here.

About The Organization

History1990: Founded by John Jordan.

First Literacy Action Center opened in Mayfield.

1992: Served 200 clients. Employed 4 full-time staff and 5 volunteers.

1994: Juniperville site opened.

1998: Strategic plan adopted for years 1999 – 2002.

1999: 4 sites in operation.

2001: Serves more than 1,200 clients annually.15 full-time staff, 4 part-time staff,

30 volunteers.

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About the Organization

Programs and ServicesTeen Literacy Now InitiativeGoal: To Improve the Reading

Comprehension Skills of 14-18 Year-Olds

In 2000: 5,000 brochures distributed 200 teens received free counseling 12 teen literacy workshops conducted in 5 area

high schools to more than 900 students

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About the Organization

FinancesSources of Income, 2000:

50% state and county grants 25% foundation grants 25% individual contributions

Major Funders Include: XYZ Community Foundation The ABC Fund

Current Budget: $4.5 Million

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About the Organization

Fund-RaisingThree-Year, $4 Million Endowment

Campaign Launched in 2000 60% has been raised to meet goal

Fund-Raising Goals for 2001 Are $XXBoard Members Are Required to:

Purchase tickets to annual fund-raising dinner each March

Make a personal annual contribution Provide names of potential contributors

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About the Organization

Strategic Plan GOAL: To increase the organization’s visibility

in the business community. STRATEGY: Promote literacy volunteerism

among corporate employees through a targeted public education program.

GOAL: To increase reading skills and comprehension levels in students ages 8-12.

STRATEGY: Work with school districts to develop after-school reading programs for students K-8.

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About the Organization

StructureLiteracy Action Center Senior Staff

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Pat OlsenD irec to r o f D eve lop m en t

Tom Brow nC h ie f F in an c ia l O ffice r

Rebecca SanchezL ite racy E d u ca tion M an ag er

Sandra Sm ithO u treach C oord in a to r

Stephanie W rightV olu n teer S ervices M an ag er

John W ongP rog ram s D irec to r

Joan LancasterF ac ilit ies M an ag er

Jane HillC h ie f E xecu tive O ffice r

About the Organization

RelationshipsSites for After School Programs

South View Junior High School Perrysburg Middle School

Corporate Volunteer Sponsors The Daily Gazette Spring Valley Bank Main Street Booksellers

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Section 3

About the Board

About the Board

Board StructureBoard Officers

Frank Navaro, board chair (Class of 2002) Stella Jarvis, vice chair (Class of 2004) Gretta Smith, treasurer (Class of 2002) Jeffrey Marx, secretary (Class of 2001)

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About the Board

Board StructureCommittees

Executive committee, Stella Jarvis, chair Governance committee, Jan Johnson, chair Finance committee, Charlie Preston, chair

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About the Board

Board StructureTask Forces

Annual fund-raising dinner, Jeffrey Marx, chair CEO selection, Gretta Smith, chair

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About the Board

Board OperationsBoard Composition and Recruitment

15 board members Three-year terms Two consecutive term maximum service Governance committee leads recruitment and

nominating process

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About the Board

Board Consultants Legal counsel, Peter Nunez, Esq. Auditor, Valerie Lourdes, CPA Fund-raising consultant, Jane Sofas, CFRE Investment manager, Sylvia Grant

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About the Board

Reading List Bylaws Board policies Board biographies Prior year’s annual audit Budget Annual report Strategic plan Case statement

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About the Board

Board Calendar Board meetings / dates Fund-raising events / dates Chief executive performance evaluation / date Annual retreat / date Annual audit / date

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Section 4

Board Roles andResponsibilities

Board Roles and Responsibilities

Board FunctionOrganizational Governance

Authority

Accountability

Board Roles and Responsibilities

Key Roles of the BoardSet Organizational DirectionProvide OversightEnsure Necessary Resources

Board Roles and Responsibilities

Board RoleSet Organizational Direction

Responsibilities: Participate in regular strategic planning

(every three years) Determine organization’s mission Set the vision for the future Establish organizational values Set major goals and develop strategies Approve operational or annual plans

Board Roles and Responsibilities

Board RoleEnsure Necessary Resources

Responsibilities: Hire capable executive leadership Ensure adequate financial resources Promote positive public image Ensure the presence of a capable and

responsible board

Board Roles and Responsibilities

Board RoleProvide Oversight

Responsibilities: Oversee financial management Minimize exposure to risk Measure progress on strategic plan Monitor and evaluate programs and services Provide legal and moral oversight Evaluate the chief executive (annually) Evaluate itself (every two to three years)

Board Roles and Responsibilities

Individual Board Member Responsibilities Act in Accordance

With Legal Standards

Duty of Loyalty Show undivided allegiance to organization’s welfare

Duty of Care Stay informed and ask questions

Duty of Obedience Stay faithful to the organization’s mission

Board Roles and Responsibilities

Individual Board Member Responsibilities

Serve as ambassadors to the community

Volunteer services to the organization outside of their board work

Work on committees and task forces

Participate in the governance of the organization

Board Roles and Responsibilities

Individual Board Member Responsibilities Participate in Fund-Raising Activities

Make a personal financial contribution

Provide names of potential donors

Visit funders

Write thank-you notes

Attend fund-raising events

Act as a resource to director of development and chief executive