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CIEE-SL DR Non-profit Workshop Fall 2012

The CIEE-Service Learning program in Santiago, Dominican Republic teaches students about the basics of how to start a 501c3 non-profit organization.
by

Tommy DeMarco

on 13 March 2014

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Transcript of CIEE-SL DR Non-profit Workshop Fall 2012

Ingredients
Step 10
Ingredients
Directions
http://goop.com/journal/make/9/thanksgiving
Recipe to Make a Delicious Non-profit
Step 4
Create Bylaws
Ingredients
1 set of rules the organization must follow
1 name of org.
1 mission of org.
1 membership reponsibilities, dues, & procedures
1 description of committees
1 board of directors (duties, officers, meetings)
1 procedures for amending the bylaws
1 date bylaws were adopted by the board
***Garnish with important people's signatures.
Directions
Step 2
Ingredients




1.
Decide what special skills/qualities your organization requires of its board members.
2.
Identify individuals that are supportive of the cause and willing to dedicate their time.
3.
Network. Contact/invite individuals personally.
4.
Interview prospective members face to face if possible.
3 board members minimum
3/3 individuals with matching values
People with wealth/ connections/ power
Directions
Form a Board of Directors
0 people on too many boards
1 good mix of old and new leadership
1-2 community members/ users
Step 8
Ingredients
Official Filing for 501c3 Status




1.
Obtain Form 1023 (application) and Publication 557 (detailed instructions) from the local IRS office.
2.
File with 15 months of incorporation.
3.
Pay filing fee (depends on size of organization's budget).
4.
Obtain a federal Employee Identification Number (EIN), aka a federal ID number, from the IRS.
5.
Apply for exemption from income, sales, and property taxes at State Department of Revenue.
6.
Take a break and go to the spa. You deserve it at this point!
1 filing of 501c3 status
1 filing for employer identification number
1 filing for local and state tax exemption
Directions
Step 5
Ingredients
1.
Consult with consultant if possible in creation.
2.
Use the plan to:
map route to achieving mission
serve as framework for decision-making
Directions
1 strategic plan for next 1-3 years that is:
Visionary
Conceptual
Directional
Realistic
Obtainable
Step 6
Ingredients
1.
Create important documents, save electronically in computer, and print.
2.
In a medium-sized file cabinet, combine all important documents.
3.
Check with your state for documents and for how long must important documents be kept.
Directions
Record-Keeping System
1 organized individual
1 computer
1 gdrive password
All important Board documents:
meeting minutes
bylaws
financial records
other official records
1 file cabinet
100 file folders
paper to taste
dash of printer ink
Step 1
Ingredients
Directions
Create Mission Statement
1 specific purpose
1 description of service
1 set of organizational values
1 mission/vision/values statement
1 SWOT analysis
1 set of long term goals
1 strategies to achieve goals
1 strategic action plans




1.
Get help from attorney in creating bylaws.
2.
Gather all ingredients and mix together in an organized manner.
3.
Use bylaws to govern organization and stick to them.
4.
Make sure each member of the organization knows and has a copy of the bylaws.
Strategic Business Plan
1.
In 1-2 sentences, describe the organization, what it does, and for whom/where it serves.
2.
Make the statement powerful and unique.
3.
Simmer until desired consistency.
4.
Board of Directors votes to officially adopt mission statement.
(Recipies from: How to Establish a 501c3 at ncstac.org)
Daily Operations

1.
Train employees (at first and constantly).
2.
Make educated business decisions.
3.
Seek funding and (eventually) self-sustainability.
4.
When non-profit is done, spread the top with Maple Whipped Cream.
5.
BEGIN SERVING IMMEDIATELY!
1-5 motivational speeches at inauguration ceremony
1 set of dedicated employees
1-3 preferred method of communication determined
0 "mission drift" as organization grows
(note: actual recipe may not look exactly like pictures shown)
What is a 501(c)3 non-profit organization?
Type: Public charity or private foundation
Flavor: religious, educational, charitable, scientific, etc.
Guests: funds to intended people with specific mission only
Benefits: receive tax-exempt donations/own tax exemptions
Recipes included: 10 steps to creating a (US) non-profit
Step 3
Ingredients
1.
Check your state's individual requirements.
2.
Gather all of the above documents.
3.
Stir constantly – do NOT bring to boil.
4.
When incorporated, celebrate because the organization acts as its own legal entity (you can not be personally, economically held responsible for the organization's affairs).
Directions
1 official statement of organization creation
1 name/address of org.
1 purpose of organization
1 # of directors
1 period of existence (indefinite)

1 provisions for membership in org.
1 operation of corporation (why tax exempt status)
1 name/address of founder
File Articles of Incorporation
Step 7
Ingredients
Budget and Accounting System




1.
Find an (non-profit) accounting expert if you are not one yourself.
2.
Develop a solid budget. This will help in organizing/ allocating resources AND show donors/ board members you value long-term financial health of org.
3.
Create an accounting system that matches your org's size/ employee capabilities.
4.
Train staff who will manage accounting system.
1 organization budget
3 program budgets (or however many programs you have)
Directions
1 accounting system (cash or accrual)
1 expert in accounting for non-profits
1-10 accounting staff members (depending on size of org.)
Step 9
Ingredients
Charitable Solicitation Law Requirements




1.
Check with your state's regulations.
2.
Obtain permit to fundraise.
3.
Contact the state Attorney General’s/state Department of Commerce for more info.
1 permit or license to fundraise
1 annual report/financial statements turned in to government
Directions
Non-profit Workshop
CIEE Service-Learning
Santiago, Dominican Republic
Fall 2012
Specifically designed for Annie, Hannah, Jackie, and Pelumi
What is a non-profit organization?
inform, motivate, and involve others
assist in benchmarking/ performance management
Cooking Time!
perfect practice makes perfect
-Organize our strong alumni base
-Continue connection between students during/after program
-Engage with each other, especially those who are continuing work in community development
-Help students with opportunities to talk about abroad experiences
-Keep alumni involved in social justice in DR and US
-Networking
CIEE Service Learning Alumni-Network!
-Your role in the Alumni-Network
-Will be helping us with our proposal and brainstorming ideas
-Final Assignment:
-Come up with a Mission, Vision Statement, Goals and Objectives for the network
-Using the information from this workshop and your time in the program
-What would you like to see? What could help you as a future alumnus?
-The following slides explain each component
Putting Knowledge into Practice!
strategic plan
questions?
Mission and Vision
Mission: First step to creating a non-profit
-Defines the purpose of an organization
-Know/write this before a vision,
to give grounding

Vision: An organization’s dream for the future what it wants to accomplish
-In statement form, similar to Mission
-Think big: what is the DREAM, how can we
create a better community
Cooking Time
Due
How much time in the oven?
Please fill out the following form,
in a word document, with your ideas for
Mission, Vision, Goals and Objectives.
In full sentences, with specifics.
Mon. Dec. 3, 2012
Goals: what to achieve in medium-long term
-Here are the goals of the Alumni-Network
1. To be connected:
-With CIEE-Service Learning
-With past and current program students
-With community organizations
2. A professional forum to share resources and networks
(within DR and US)
3. Continue support for ongoing and new projects
(within DR and US)

Objectives: how can the above goals be achieved?
-Specific measurements
-Strategies for program goals
-Consistent, realistic, achievable
Goals and Objectives
(curious cat)
things are really heating up now!!!
How to...
Full transcript