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The Role of Non-Profits in Reservation Development Presented by Don Chalmers, President SparrowHawk Consulting Company, In...
During the presentation  we will cover: <ul><li>Plusses and Minuses of having a separate non-profit </li></ul><ul><li>The ...
Many kinds of organizations can contribute to reservation development <ul><li>The People </li></ul><ul><li>The General Cou...
Should we establish a separate Non-Profit? <ul><li>YES! </li></ul><ul><ul><li>Additional focus to resource development </l...
Those wishing to form a non-profit have options including: <ul><li>Tribally-chartered  </li></ul><ul><li>Incorporated by t...
Steps to Follow Copyright 2010 SparrowHawk Consulting Company, Inc
Steps Include: <ul><li>Articulate your purposes and duration </li></ul><ul><li>Identify your initial board of directors an...
Generally, it’s best to seek federal, tax-exempt status Copyright 2010 SparrowHawk Consulting Company, Inc
Tax-Exempt status has clear Advantages and Disadvantages <ul><li>Advantages </li></ul><ul><ul><li>Most Foundations and Cor...
Since April 2005 IRS has required non-profits to apply for tax-exempt status using a new and more complex form Copyright 2...
Examples of Non-Profits aiding reservation development <ul><li>The Port Gamble S’Klallam Foundation-The House of Knowledge...
The Longhouse From Start to Finish Copyright 2010 SparrowHawk Consulting Company, Inc
The House of Knowledge Project <ul><li>Adds to the Port Gamble Reservation </li></ul><ul><ul><li>Their first longhouse in ...
Having the Port Gamble S’Klallam Foundation offered several advantages <ul><li>Some State of Washington funds (nearly $200...
Ho-Chunk, Inc . <ul><li>Based in Nebraska and engages in multimillion dollar businesses </li></ul><ul><li>Non-Profit Arm (...
  Ho-Chunk Community Development Corporation (HCCDC)  was formed on December 8, 2000 and designated by the Internal Revenu...
The Colville Foundation received  Non -Profit 501(c)(3) status in 2009  as a way to increase  revenue streams for the Trib...
Non-Profit 101     Copyright 2010 SparrowHawk Consulting Company, Inc
Board Roles and Responsibilities <ul><li>Determine the organization’s mission and purpose </li></ul><ul><li>Select the Exe...
Board Roles and Responsibilities, cont’d <ul><li>Ensure adequate resources </li></ul><ul><li>Manage resources effectively ...
What to look for in potential  Board Members <ul><li>Balanced representation of community demographics </li></ul><ul><li>A...
Fundraising considerations for Non-Profits <ul><li>Increasingly, funders are looking for applicants who can demonstrate: <...
Competing for Foundation funding <ul><li>The competitive applicant for Foundation dollars has the following elements in pl...
Enhancing your competitiveness <ul><li>Recruit Board members who are willing to actively participate </li></ul><ul><li>Hol...
<ul><li>M. J. Murdock Charitable Trust:  </li></ul><ul><li>“ Describe the context and particular circumstances out of whic...
Further Discussion: <ul><li>Should our Association seek Non Profit status and consider tax exempt status at a later time? ...
Copyright 2010 SparrowHawk Consulting Company, Inc Linkage with CF1 Linkage with CF2 Linkage with CF3 Association (not non...
Questions? Copyright 2010 SparrowHawk Consulting Company, Inc
Thank You. SparrowHawk Consulting Company Copyright 2010 SparrowHawk Consulting Company, Inc
For more information contact: SparrowHawk Consulting Don Chalmers (800) 398-9048 don@sparrowhawkco.com  www.sparrowhawkco....
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Strengthening communities the role of non profits in reservation development

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Strengthening communities the role of non profits in reservation development

  1. 1. The Role of Non-Profits in Reservation Development Presented by Don Chalmers, President SparrowHawk Consulting Company, Inc Copyright 2010 SparrowHawk Consulting Company, Inc
  2. 2. During the presentation we will cover: <ul><li>Plusses and Minuses of having a separate non-profit </li></ul><ul><li>The Steps to Follow in establishing a non-profit </li></ul><ul><li>The Advantages of securing tax-exempt status </li></ul><ul><li>Examples of effective non-profits which have benefited reservation development </li></ul><ul><li>Non- Profit 101 </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  3. 3. Many kinds of organizations can contribute to reservation development <ul><li>The People </li></ul><ul><li>The General Council </li></ul><ul><li>The Tribal Business Council </li></ul><ul><li>The Economic Development Arm of the Tribe </li></ul><ul><li>Non-Profits both tribally-chartered and others </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  4. 4. Should we establish a separate Non-Profit? <ul><li>YES! </li></ul><ul><ul><li>Additional focus to resource development </li></ul></ul><ul><ul><li>Makes some tribal projects eligible </li></ul></ul><ul><ul><li>Additional People Power </li></ul></ul><ul><ul><li>Overcome resistance to giving to Tribe </li></ul></ul><ul><li>NO! </li></ul><ul><ul><li>Additional Staff Time in Agenda and Board </li></ul></ul><ul><ul><li>Charter and Forms </li></ul></ul><ul><ul><li>Separate Accounting </li></ul></ul><ul><ul><li>Reports </li></ul></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  5. 5. Those wishing to form a non-profit have options including: <ul><li>Tribally-chartered </li></ul><ul><li>Incorporated by the state government </li></ul><ul><li>Incorporated in the District of Columbia </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  6. 6. Steps to Follow Copyright 2010 SparrowHawk Consulting Company, Inc
  7. 7. Steps Include: <ul><li>Articulate your purposes and duration </li></ul><ul><li>Identify your initial board of directors and registered agent. </li></ul><ul><li>Prepare your Tribal Charter or Articles of Incorporation </li></ul><ul><li>Prepare your by-laws </li></ul><ul><li>Secure Tribal Council or other governmental approval </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  8. 8. Generally, it’s best to seek federal, tax-exempt status Copyright 2010 SparrowHawk Consulting Company, Inc
  9. 9. Tax-Exempt status has clear Advantages and Disadvantages <ul><li>Advantages </li></ul><ul><ul><li>Most Foundations and Corporate Giving Programs will only give to tax-exempt groups </li></ul></ul><ul><ul><li>Many individual donors expect their gifts to be tax-deductible </li></ul></ul><ul><li>Disadvantages </li></ul><ul><ul><li>Additional paperwork including annual reports </li></ul></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  10. 10. Since April 2005 IRS has required non-profits to apply for tax-exempt status using a new and more complex form Copyright 2010 SparrowHawk Consulting Company, Inc
  11. 11. Examples of Non-Profits aiding reservation development <ul><li>The Port Gamble S’Klallam Foundation-The House of Knowledge Project </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  12. 12. The Longhouse From Start to Finish Copyright 2010 SparrowHawk Consulting Company, Inc
  13. 13. The House of Knowledge Project <ul><li>Adds to the Port Gamble Reservation </li></ul><ul><ul><li>Their first longhouse in over 100 years </li></ul></ul><ul><ul><li>A new Career and Education Center </li></ul></ul><ul><ul><li>A new Elders Center </li></ul></ul><ul><ul><li>A new Little Boston Library </li></ul></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  14. 14. Having the Port Gamble S’Klallam Foundation offered several advantages <ul><li>Some State of Washington funds (nearly $200,000) were not available to the Tribe </li></ul><ul><li>Many private foundations preferred to contribute to the Foundation </li></ul><ul><li>Local residents made substantial personal gifts to the Foundation </li></ul><ul><li>HOK donations empowered the Foundation to seek support for other projects </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  15. 15. Ho-Chunk, Inc . <ul><li>Based in Nebraska and engages in multimillion dollar businesses </li></ul><ul><li>Non-Profit Arm (Ho-Chunk Community Development Corporation) provides grants to tribal members to help them buy houses. </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  16. 16. Ho-Chunk Community Development Corporation (HCCDC) was formed on December 8, 2000 and designated by the Internal Revenue Service on August 13, 2001 as a 501(c)(3) non-profit corporation. Based on community input and strategic planning, the Board and Executive Director have established four primary areas of focus: Commercial Development Business/Technology Training Community/Youth Development Housing Development OUR MISSION To raise the socio-economic and educational levels for Native American communities and the people of Thurston County in Nebraska. It's emphasis shall be on creating an economically viable community by improving the unemployment rates, poverty levels, expanding training opportunities, developing enterprises in depressed areas, and expanding housing opportunities for low income persons and families. OUR VISION To be a leading action-oriented organization. Our purpose is to help small business to continue and prosper, to develop and implement community development projects, and to be a source of information that will benefit both small businesses and community members. Ho-Chunk Community Development Corporation is presently located in Walthill, Nebraska. Our Primary area of focus is the Winnebago Tribe of Nebraska Reservation, which is located wholly in Thurston County, Nebraska. Our service area also includes The Omaha Reservation, Winnebago Reservation, Ponca Indian Tribe, and Santee Reservation. The Winnebago Reservation borders the Omaha Tribe Reservation, together, the two reservations encompass the entirety of Thurston County. The Village of Winnebago is the largest community on the Winnebago Reservation. Copyright 2010 SparrowHawk Consulting Company, Inc
  17. 17. The Colville Foundation received Non -Profit 501(c)(3) status in 2009 as a way to increase revenue streams for the Tribes . Copyright 2010 SparrowHawk Consulting Company, Inc
  18. 18. Non-Profit 101 Copyright 2010 SparrowHawk Consulting Company, Inc
  19. 19. Board Roles and Responsibilities <ul><li>Determine the organization’s mission and purpose </li></ul><ul><li>Select the Executive Director </li></ul><ul><li>Support the Executive Director and review performance </li></ul><ul><li>Ensure effective organizational planning </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc.
  20. 20. Board Roles and Responsibilities, cont’d <ul><li>Ensure adequate resources </li></ul><ul><li>Manage resources effectively </li></ul><ul><li>Determine and monitor the organization’s programs and services </li></ul><ul><li>Enhance the organization’s public image </li></ul><ul><li>Ensure legal and ethical integrity </li></ul><ul><li>Assess its own performance </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc.
  21. 21. What to look for in potential Board Members <ul><li>Balanced representation of community demographics </li></ul><ul><li>A variety of professions represented </li></ul><ul><li>Diversity of skills among board members </li></ul><ul><li>A range of other affiliations and interests </li></ul>Name Gender Age Work/ Profession Skills/ Activities Associations Hobbies
  22. 22. Fundraising considerations for Non-Profits <ul><li>Increasingly, funders are looking for applicants who can demonstrate: </li></ul><ul><ul><li>Capacity to raise funds from a variety of sources </li></ul></ul><ul><ul><li>Cooperation and collaboration with other organizations or agencies </li></ul></ul><ul><ul><li>Support at the community level </li></ul></ul><ul><ul><li>Fiscal resources to sustain projects over time </li></ul></ul>
  23. 23. Competing for Foundation funding <ul><li>The competitive applicant for Foundation dollars has the following elements in place: </li></ul><ul><li>Has a Board representative of the community served </li></ul><ul><li>Has Board members who participate in fundraising </li></ul><ul><li>Has a current Strategic Plan in place </li></ul>
  24. 24. Enhancing your competitiveness <ul><li>Recruit Board members who are willing to actively participate </li></ul><ul><li>Hold regular Board meetings and keep good records </li></ul><ul><li>Implement a Board Training program that is tailored to meet the needs of your specific Board </li></ul><ul><li>Develop a Strategic Plan and continually update </li></ul>
  25. 25. <ul><li>M. J. Murdock Charitable Trust: </li></ul><ul><li>“ Describe the context and particular circumstances out of which this specific request arises.” </li></ul><ul><li>“ Why is this project significant to your organization and your constituency?” </li></ul><ul><li>Paul G. Allen Family Foundation : </li></ul><ul><li>“ Describe how your organization has planned for this project. How has your planning shaped this proposal?” </li></ul>What m ajo r funders want to know
  26. 26. Further Discussion: <ul><li>Should our Association seek Non Profit status and consider tax exempt status at a later time? </li></ul><ul><li>How can our organization benefit by linking with the Colville Foundation? </li></ul>Copyright 2010 SparrowHawk Consulting Company, Inc
  27. 27. Copyright 2010 SparrowHawk Consulting Company, Inc Linkage with CF1 Linkage with CF2 Linkage with CF3 Association (not nonprofit corporation) With CF Board approval, become a program of the Foundation and have the association use the Foundation’s nonprofit and tax-exempt status to seek and secure resources. Same as CF1 except in this instance the association desires to become a nonprofit corporation in its own right, while still using the CF for tax-exempt purposes. Same as CF2 except the association desires to become nonprofit and tax-exempt and eventually stand separate from the CF. Nonprofit corporation The nonprofit seeks to use the CF tax exempt status to encourage tax-deductible contribution to the nonprofit’s programs. The nonprofit desires to become tax-exempt in its own right and eventually stand separate from the CF. Nonprofit corporation and tax exempt 501(c)(3) organization These organizations seek to partner with the Colville Foundation on a specific project or program.
  28. 28. Questions? Copyright 2010 SparrowHawk Consulting Company, Inc
  29. 29. Thank You. SparrowHawk Consulting Company Copyright 2010 SparrowHawk Consulting Company, Inc
  30. 30. For more information contact: SparrowHawk Consulting Don Chalmers (800) 398-9048 don@sparrowhawkco.com www.sparrowhawkco.com Copyright 2010 SparrowHawk Consulting Company, Inc

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