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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
