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M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
M4   yes, you can start an independent nonprofit immersion school - sharkey
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M4 yes, you can start an independent nonprofit immersion school - sharkey

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  • 1. Yes, You Can Start an Independent, Nonprofit Immersion School!Margaret (Peggy) Sharkeywww.globaissance.orgNCLC 2013, Boston, MA.org
  • 2. DisclaimerThe content in this presentation is not meant to replace the advice of suchprofessionals as lawyers and accountants. Instead, it is meant to be astarting point for colleagues interested in starting an independent, nonprofitimmersion school.
  • 3. The Good News, Bad NewsMandarin Immersion Parents Councilhttp://miparentscouncil.org/2013/04/05/mandarin-immersion-schools-where-we-stand-in-2013/Center for Applied Linguisticshttp://www.cal.org/resources/immersion/Doc/Language%20Immersion%20Schools%20by%20State.pdfLOCATION, LOCATION, LOCATION and Equity of Access“The two powerhouse states when it comes to Mandarin immersion are California and Utah,with 34 and 25 programs respectively. Minnesota with seven and Oregon with six are the nextclosest.”
  • 4. What Can You Do in Your Location?? ???
  • 5. Independent, Nonprofit1. Meeting Incorporation and Charter Requirements2. Managing a Nonprofit Board3. Applying for 501(c)(3) Status4. Developing a Business Plan5. Running a Capital Campaign6. Accessing Grants7. Establishing Partnerships
  • 6. 1. a. Meeting Incorporation RequirementsNonprofit Governance—StateArticles of Incorporation (Filing Receipt)BylawsPolicies, including Conflict of Interest PolicyForm for Registering as a Charitable OrganizationOther Filings: tax and corporate fee exemptions, trademarksInsuranceBoard Manual and PoliciesBusiness and Strategic PlansAnnual Financial Budgets, Reports, AuditsNonprofit Governance—FederalIRS Nonprofit Application (Form 1023)IRS DeterminationIRS Filings (990)
  • 7. Certificate of IncorporationPreliminary StepsDevelop Founding BoardContact ProfessionalsSample Document ContentsName of CorporationType of CorporationPurposes of Incorporation“To plan for the feasibility for, and to fund, a school…”Purposes that are NOT allowedDissolution Plans
  • 8. BylawsSample Document ContentsOfficesMembersVote, Consent, MeetingsBoard of DirectorsGeneral Powers; Qualifications, Number, Term; Quorum and Manner of Voting; Placesof Meetings; Annual Meetings; Notice of Meetings; Organization; Resignation and Removal;Vacancies; Actions Taken by Written Consent; Participation in Conference CallCommitteesAppointment; Procedures, Quorum, Manner of Acting; Action by Written Consent; Term andTermination; CommitteesOfficersElection and Qualifications; Terms of Office and Removal; Resignation; President; VicePresidents; Secretary; Treasurer; Assistant OfficersStaffExecutive Director (CAE); Additional PersonnelBooks and RecordsRatificationCorporate SealFiscal YearWaiver of NoticeIndemnificationBank Accounts, Drafts, Contracts, Etc.Amendments
  • 9. 1.b. Meeting Charter RequirementsState Charter Requirements for Schoolshttp://www2.ed.gov/admins/comm/choice/regprivschl/index.html
  • 10. 2.  Managing a Nonprofit Board
  • 11. Duty of CareFocus on good business judgment at all timesUse due diligence in decision-makingDuty of LoyaltyAct in the best interest of the organizationAvoid conflicts of interestDuty of ObedienceBe faithful to the mission and goalsFollow the governing documentsLegal Considerations
  • 12. Organizational ConsiderationsPurpose(Established in legal documents mentioned earlier)Tools of Governance, Policies, and Procedures(Presented in Board Manual, which is a living document)Mission, Vision & Values(Guide your decisions)Strategic Planning, including Board Development(Make your dream a reality)
  • 13. Mission, Vision, ValuesSample Mission (www.globaissance.org)"If your plan is for one year, plant rice.If your plan is for ten years, plant trees.If your plan is for one hundred years, educate children."ConfuciusThe mission of the Globaissance Learning Community is to provide world-classeducational opportunities that promote global perspectives and renaissancethinking in a multilingual environment. We define renaissance thinking as anintegrated appreciation of the Arts and Sciences applied for transformativepurposes. At the heart of the Globaissance Learning Community is a Chineseimmersion elementary school (grades K-6) designed to meet the needs of adiverse group of intellectually curious learners ready for an in-depth, acceleratedcurriculum. Supporting the elementary school is a vibrant community of lifelonglearners. Our international campus serves as an asset to our local community andmodel for other communities.
  • 14. Mission, Vision, ValuesSample Vision (www.globaissance.org)"A human being is a part of the whole called by us ‘universe’.…Our task must beto free ourselves …by widening our circle of compassion to embrace all livingcreatures and the whole of nature in its beauty."Albert EinsteinThe Globaissance Learning Community envisions a world in which educationprovides a compass for lifelong learning that guides students to think creatively,critically, and cross-culturally in order to nurture individual growth, promote socialjustice, and protect the planet. A Globaissance education empowers students tobecome active global citizens, enabled by knowledge and driven by innovation.
  • 15. Mission, Vision, ValuesSample Educational Values (www.globaissance.org)"Principles for the Development of a Complete Mind: Study the science of art. Study the art of science. Develop your senses--especiallylearn how to see. Realize that everything connects to everything else."Leonardo da VinciWe prioritize elementary education. Elementary education plays a fundamental role in shaping the lives of individuals and the nature ofsociety, laying the foundation for future attainment.We are advocates for academically talented students. We implement Individualized Learning Plans, coordinating a complete slate ofappropriately-paced, in-depth learning opportunities to meet the needs of students who desire cognitive challenges and peers with whomto share these challenges.We champion the outstanding educator, whose success stems from combining artful instruction with extensive knowledge. We uphold thehighest standards of teacher selection and continuous professional development while creating a supportive, collaborative school culture.We believe that high quality educational experiences are transformative. They are crafted for the individual with the hope of guiding thestudent through the process of self-actualization and crafted for society with the hope of making it a better place.We value renaissance thinking. On the individual level, it feeds a student’s curiosity and imagination. On the societal level, it addresses thecritical issues of the day, such as sustainability, universal human rights, and environmental stewardship.We strive to teach by example. Community-based initiatives include a Green Campus and Service Learning.We are passionate about providing students the gift of multiple languages. Research shows that this gift strengthens not only globalcommunication skills, but also cognitive development.
  • 16. Strategic Planning
  • 17. 3.  Applying for 501 (c)(3) StatusIRS Nonprofit Application (Form 1023) and DeterminationIRS Filings (990)IdentificationStructureRequired Provisions in Organizing DocumentNarrative Description of Your ActivitiesCompensation and Other Financial ArrangementsYour Members and Other Individuals and OrganizationsYour HistoryYour Specific ActivitiesFinancial DataPublic Charity Status
  • 18. 4.  Developing a Business PlanNational ResourcesSmall Business Association, Massive Online Open CoursesRegional ResourcesEconomic Development Councils, Chamber of CommerceLocal ResourcesColleges and Universities, Community Loan Funds
  • 19. The Business Model Canvashttp://www.businessmodelgeneration.com/canvasFree Online Course:https://www.udacity.com/course/ep245
  • 20. The Business Model Canvashttp://welearnsomething.blogspot.com/2011/02/learning-with-business-model.htmlhttp://business.usi.edu/dean/2011spr-cob.aspx
  • 21. 5.  Running a Capital CampaignTry the free iPad app.
  • 22. Big IdeasUncovering Your Personal Asking Stylehttp://www.askingmatters.com/take-a-tour/https://www.youtube.com/watch?v=qVEAErABSBg
  • 23. Details, Detailshttp://www.majorgivingnow.org/
  • 24. 6.  Accessing Grants
  • 25. Grant Research“Why are we so passionate about nonprofit information?Because the best possible decisions are made whendonors, funders, researchers, educators, professionalservice providers, governing agencies, and the media usethe quality information that we provide. Those decisionsaffect our world today and will continue to affect it forgenerations to come.”Established in 1956 and today supported by close to 550foundations, the Foundation Center is the leading sourceof information about philanthropy worldwide. Throughdata, analysis, and training, it connects people who wantto change the world to the resources they need tosucceed.
  • 26. 7.  Establishing Partnerships

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