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Driving Nonprofit Excellence
2021 annual report
"CNM is the BEST! I always come
away from certificates or seminars
with increased knowledge. If any of
my nonprofit partners ask about
training, I always recommend CNM!"
-2021 Course Participant
The range of our STRATEGIC CONSULTING SERVICES can be
leveraged to improve nonprofit sustainability and address
community-wide challenges across North Texas.
Nonprofits are looking to our OUTCOMES AND
EVALUATION TEAM for guidance on how to look at data
more strategically for greater community impact and to
identify the best data management tools, database systems,
and software available to efficiently manage data.
Our experiences in 2021 drove our decisions for CNM in 2022,
and played a major role in determining the future direction of
CNM. Read on to learn about the many nonprofits we
partnered with and all the good we did for those in need.
Letter from the CEO
Evolving with nonprofit needs
Our EDUCATION SERVICES bring a lot more value
to nonprofits if we offer more certificate
programs, and provide custom professional
development training specifically tailored to the
needs of individual nonprofits. The shift we made
at the end of 2021 has been received incredibly
well by our clients who have booked even more
custom consulting projects this year.
2021 was a pivotal year for CNM. We were so proud of
all we had overcome in the previous year with COVID
and how we expanded our capabilities. But when we
practiced what we preached using our CNM-pact
Services, we saw nonprofits' needs changing in a big
way. We learned:
1
President and CEO: Tina Weinfurther
Tina Weinfurther
President and CEO
Rivertree Academy CASA of Collin County
CNM's Outcomes and Evaluation team
helps organizations reassess programs
and inform stakeholders through our
CNM-pact services. In 2021, Fort Worth-
based Christian independent school,
Rivertree Academy, received a massive
overhaul to their CNM-pact dashboard
that allowed them to monitor student
progress in new ways!
By utilizing weekly surveys and student
test results, Rivertree Academy was able
to track student comprehension in
reading and math. After noticing a
decline in math scores, faculty decided to
make impactful changes to the
curriculum for the 2021-2022 school year.
Rivertree Academy also became an
accredited organization by sending
snapshots from their CNM dashboard to
the accreditation agency to show that
they were meeting requirements.
2
Creating Impact: Stories from our Clients
One of the many services that the CNM
Strategic Consulting team provides is
customized board performance training.
In 2021, this service was expanded to
feature more direct input from clients
with our Board Self Assessments and
Board Audits. Child welfare agency, CASA
of Collin County, was one of the first
organizations to utilize our new
assessment techniques.
As a result of a thorough investigation of
the organization and deep conversations
with board members, CNM found that the
CASA of Collin County board had a variety
of expertise and clear-cut responsibilities,
but could improve on their orientation
process and ongoing self-assessment.
"I thought the communication and
information throughout was great. This
was exactly what our board needed to
help nudge them in the right direction,"
said Executive Director, Tricia Clifton.
CNM provides customized Strategic
Consulting Services to clients looking to
strengthen board governance, improve
program sustainability, and grow
organizational performance.
In 2021, CNM Strategic Consulting developed
comprehensive strategies for collecting data
about an organization, including board
audits, board member self-assessment
surveys, and organizational and operational
surveys for staff. By using these improved
feedback methods, CNM consultants were
able to make more informed suggestions
that took feedback from the entire
organization into account.
Strategic Consulting
making informed decisions
with client assessments
FAST FACTS
22 Strategic Consulting
projects were completed.
100% of clients rated the
quality of this service an 8 out
of 10.
100% of clients believed that
CNM was a genuine partner to
their organization.
"Our new strategic plan has given us
measurable goals and specific desired
outcomes for those measurements!"
-Teresa Jackson: CEO at Sharing Life
Community Outreach
3
CNM's Outcomes and Evaluation Services help organizations utilize
data to increase community impact through expert outcomes
consulting, third-party evaluation services, and our signature
leading-edge technology.
Outcomes and Evaluation
Delving Deeper into nonprofit data needs
FAST FACTS
4
There were 110 active CNM-pact
clients in 2021.
34 CNM-pact clients were CNM
Certified.
87% of clients were confident that
CNM's work would improve
organizational performance.
"CNM-pact has helped us evaluate our programs more clearly and we have been
able to significantly improve them to serve our target audience more efficiently."
-Rosalie Wade: Director of Education at the Frontiers of Flight Museum
In 2021, Outcomes Services expanded tremendously. To provide
deeper and more meaningful help to clients, the Outcomes and
Evaluation team started offering clients ongoing consulting that
extended beyond the parameters of their project. The CNM-pact
dashboard was also overhauled beyond metrics to provide
strategic insight for community-serving initiatives.
A few key highlights from the year included Rivertree Academy
becoming an accredited organization thanks to expansion work on
their CNM-pact dashboard, Big Brothers Big Sisters Lone Star using
their data to develop new fundraising strategies, and Hope Cottage
securing a multi-year contract to expand youth health education.
Comprehensive and high-quality professional
development led by industry experts is at the
forefront of CNM's Education Services. We
offer fundraising seminars, certificate
programs, and customized educational
training.
Due to increased demand for training sessions
that were tailored to organizational needs, the
CNM educational department has begun
working on customized professional
development opportunities. We plan to fully
implement this program in 2022.
EDUCATION SERVICES
Valuable learning
FAST FACTS
959 nonprofit professionals
took CNM educational
courses.
98% of students rated their
instructors' knowledge an 8
out of 10.
CNM hosted 73 public
seminars and 7 certificate
programs.
Volunteer Management Certificate Graduates' Zoom Celebration
"CNM classes should be required for
all incoming nonprofit board members
without a financial background."
-2021 Course Participant
5
F
u
n
d
e
r
s'
f
o
r
u
m
s
Funding unprecedented needs
FAST FACTS
"CNM Funders' Forums are really helpful. The panelists are all
great resources."
-Michelle Crim: President of Dynamic Development Strategies
CNM hosted 3
Funders' Forums.
There were 186 total
attendees.
CNM Funders' Forums are one of our most
popular educational events and consist of a
brief discussion of current funding trends led
by local funders in the North Texas area. In
2021, CNM hosted three Funders' Forums on
the impact of current events and how the
COVID-19 pandemic had shifted funding
priorities.
During each forum, CNM staff moderated a
discussion with three panelists representing
varying funding perspectives. Panelists
included banks, private foundations,
corporations, healthcare providers, and art
patrons. Their in-depth conversations revealed
that nonprofits needed help more than ever
with budget shortfalls and increased
community demand.
6
Keeping our services affordable
CNM teams up with local funders to offset the costs of CNM Services,
allowing a wider-range of nonprofits of all sizes to benefit from
Strategic Consulting, Outcomes and Evaluation, and Education
Services.
Because CNM strives to keep our services affordable, the scholarship
funds are used to match funds from the nonprofits. In 2021, we were
excited to welcome Wells Fargo to our growing list of annual funders.
List Of CNM SCHOLARSHIPS
Allied Electronics Scholarship Fund
Atmos Energy Scholarship Fund
BNSF Railway Scholarship Fund
Charles H. Phipps Scholarship Fund
CNM Board Scholarship Fund
Thriving Communities Scholarship Fund
Wells Fargo Scholarship Fund
S
C
H
O
L
A
R
S
H
I
P
S
"We often talk about the
fact that we are CNM-pact
clients because it gives
great credibility to our
organization as a whole."
-The WARM Place: 2021
CNM Board Scholarship
Fund Recipient
FAST FACTS
CNM awarded a
total of $132,500 in
scholarship funds
in 2021.
7
Revenue By
Stakeholder
Expenses by
activity
Nonprofits (52%)
Foundations and
Corporations (45%)
Program Services (75%)
Supporting Services
(17%)
$1,691,936 $1,652,699
2021 Financials
8
Individual Gifts (3%) Fundraising (8%)
CNM supporters
$25,000 and Above
$10,000 - $24,999
$5,000 - $9,999
$1,000 - $4,999
Allied Electronics | Anonymous Charitable Trust | BNSF Railway Foundation | Deloitte
EY | Fidelity Investments | Frost Bank | KPMG | Lennox International | Locke Lord, LLP
The Rosewood Foundation
Amon G. Carter Foundation | Atmos Energy | Bread Financial (formerly Alliance Data)
City of Arlington | Charles H. Phipps Foundation | The Rainwater Charitable Foundation
Sid W. Richardson Foundation | Harold Simmons Foundation | Texas Health Resources
Wells Fargo Foundation
Bank of Texas | Ken W. Davis Foundation | Fash Foundation | The Morris Foundation
The Ryan Foundation
Alan K. Davis | Baylor Scott & White Health | Brandon Rowland | Collin Harrison
Crystal Wright | Dana Burghdoff | George Baldwin
Guido and Ruth Shumake Charitable Trust | Kahn Endowment Fund | Larry Meltzer
Liz Beauchamp | Mike Walker | Scott Orr | Stephen Davis | Susan Rainey | Tanya Allen
9
Board of Directors
Officers
Directors
Board Chair
Brandon Rowland
Partner Assurance
EY
Vice Chair
Scott Orr
Vice President, Public Affairs
Fidelity Investments
10
Vice Chair
Collin Harrison
Principal Consultant
Confident Technology Services, LLC
Secretary
Dana Burghdoff
Assistant City Manager
City of Fort Worth
Liz C. Beauchamp
Vice President, Governmental and
Public Affairs
Atmos Energy
Stephen Davis
Managing Director, Architecture &
Engineering
State Street (Boston, MA)
Susan Rainey
Partner
Locke Lorde LLP
Crystal Wright
Partner, Capital Markets and
Accounting Advisory Services
PwC
Alan K. Davis
Vice President
GW Holdings
Larry Meltzer
Principal
MM2 Public Relations
Mike Walker
Vice President of Sales
Allied Electronics and Automation
6688 N. Central Expressway
Suite 1025
Dallas, TX 75206
(214) 826-3470
1701 River Run
Suite 1002
Fort Worth, TX 761076
(817) 334-0228
thecnm.org | expert@thecnm.org
smart management. measurable
outcomes. thriving communities

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Driving Nonprofit Excellence: CNM 2021 Annual Report

  • 1. Driving Nonprofit Excellence 2021 annual report "CNM is the BEST! I always come away from certificates or seminars with increased knowledge. If any of my nonprofit partners ask about training, I always recommend CNM!" -2021 Course Participant
  • 2. The range of our STRATEGIC CONSULTING SERVICES can be leveraged to improve nonprofit sustainability and address community-wide challenges across North Texas. Nonprofits are looking to our OUTCOMES AND EVALUATION TEAM for guidance on how to look at data more strategically for greater community impact and to identify the best data management tools, database systems, and software available to efficiently manage data. Our experiences in 2021 drove our decisions for CNM in 2022, and played a major role in determining the future direction of CNM. Read on to learn about the many nonprofits we partnered with and all the good we did for those in need. Letter from the CEO Evolving with nonprofit needs Our EDUCATION SERVICES bring a lot more value to nonprofits if we offer more certificate programs, and provide custom professional development training specifically tailored to the needs of individual nonprofits. The shift we made at the end of 2021 has been received incredibly well by our clients who have booked even more custom consulting projects this year. 2021 was a pivotal year for CNM. We were so proud of all we had overcome in the previous year with COVID and how we expanded our capabilities. But when we practiced what we preached using our CNM-pact Services, we saw nonprofits' needs changing in a big way. We learned: 1 President and CEO: Tina Weinfurther Tina Weinfurther President and CEO
  • 3. Rivertree Academy CASA of Collin County CNM's Outcomes and Evaluation team helps organizations reassess programs and inform stakeholders through our CNM-pact services. In 2021, Fort Worth- based Christian independent school, Rivertree Academy, received a massive overhaul to their CNM-pact dashboard that allowed them to monitor student progress in new ways! By utilizing weekly surveys and student test results, Rivertree Academy was able to track student comprehension in reading and math. After noticing a decline in math scores, faculty decided to make impactful changes to the curriculum for the 2021-2022 school year. Rivertree Academy also became an accredited organization by sending snapshots from their CNM dashboard to the accreditation agency to show that they were meeting requirements. 2 Creating Impact: Stories from our Clients One of the many services that the CNM Strategic Consulting team provides is customized board performance training. In 2021, this service was expanded to feature more direct input from clients with our Board Self Assessments and Board Audits. Child welfare agency, CASA of Collin County, was one of the first organizations to utilize our new assessment techniques. As a result of a thorough investigation of the organization and deep conversations with board members, CNM found that the CASA of Collin County board had a variety of expertise and clear-cut responsibilities, but could improve on their orientation process and ongoing self-assessment. "I thought the communication and information throughout was great. This was exactly what our board needed to help nudge them in the right direction," said Executive Director, Tricia Clifton.
  • 4. CNM provides customized Strategic Consulting Services to clients looking to strengthen board governance, improve program sustainability, and grow organizational performance. In 2021, CNM Strategic Consulting developed comprehensive strategies for collecting data about an organization, including board audits, board member self-assessment surveys, and organizational and operational surveys for staff. By using these improved feedback methods, CNM consultants were able to make more informed suggestions that took feedback from the entire organization into account. Strategic Consulting making informed decisions with client assessments FAST FACTS 22 Strategic Consulting projects were completed. 100% of clients rated the quality of this service an 8 out of 10. 100% of clients believed that CNM was a genuine partner to their organization. "Our new strategic plan has given us measurable goals and specific desired outcomes for those measurements!" -Teresa Jackson: CEO at Sharing Life Community Outreach 3
  • 5. CNM's Outcomes and Evaluation Services help organizations utilize data to increase community impact through expert outcomes consulting, third-party evaluation services, and our signature leading-edge technology. Outcomes and Evaluation Delving Deeper into nonprofit data needs FAST FACTS 4 There were 110 active CNM-pact clients in 2021. 34 CNM-pact clients were CNM Certified. 87% of clients were confident that CNM's work would improve organizational performance. "CNM-pact has helped us evaluate our programs more clearly and we have been able to significantly improve them to serve our target audience more efficiently." -Rosalie Wade: Director of Education at the Frontiers of Flight Museum In 2021, Outcomes Services expanded tremendously. To provide deeper and more meaningful help to clients, the Outcomes and Evaluation team started offering clients ongoing consulting that extended beyond the parameters of their project. The CNM-pact dashboard was also overhauled beyond metrics to provide strategic insight for community-serving initiatives. A few key highlights from the year included Rivertree Academy becoming an accredited organization thanks to expansion work on their CNM-pact dashboard, Big Brothers Big Sisters Lone Star using their data to develop new fundraising strategies, and Hope Cottage securing a multi-year contract to expand youth health education.
  • 6. Comprehensive and high-quality professional development led by industry experts is at the forefront of CNM's Education Services. We offer fundraising seminars, certificate programs, and customized educational training. Due to increased demand for training sessions that were tailored to organizational needs, the CNM educational department has begun working on customized professional development opportunities. We plan to fully implement this program in 2022. EDUCATION SERVICES Valuable learning FAST FACTS 959 nonprofit professionals took CNM educational courses. 98% of students rated their instructors' knowledge an 8 out of 10. CNM hosted 73 public seminars and 7 certificate programs. Volunteer Management Certificate Graduates' Zoom Celebration "CNM classes should be required for all incoming nonprofit board members without a financial background." -2021 Course Participant 5
  • 7. F u n d e r s' f o r u m s Funding unprecedented needs FAST FACTS "CNM Funders' Forums are really helpful. The panelists are all great resources." -Michelle Crim: President of Dynamic Development Strategies CNM hosted 3 Funders' Forums. There were 186 total attendees. CNM Funders' Forums are one of our most popular educational events and consist of a brief discussion of current funding trends led by local funders in the North Texas area. In 2021, CNM hosted three Funders' Forums on the impact of current events and how the COVID-19 pandemic had shifted funding priorities. During each forum, CNM staff moderated a discussion with three panelists representing varying funding perspectives. Panelists included banks, private foundations, corporations, healthcare providers, and art patrons. Their in-depth conversations revealed that nonprofits needed help more than ever with budget shortfalls and increased community demand. 6
  • 8. Keeping our services affordable CNM teams up with local funders to offset the costs of CNM Services, allowing a wider-range of nonprofits of all sizes to benefit from Strategic Consulting, Outcomes and Evaluation, and Education Services. Because CNM strives to keep our services affordable, the scholarship funds are used to match funds from the nonprofits. In 2021, we were excited to welcome Wells Fargo to our growing list of annual funders. List Of CNM SCHOLARSHIPS Allied Electronics Scholarship Fund Atmos Energy Scholarship Fund BNSF Railway Scholarship Fund Charles H. Phipps Scholarship Fund CNM Board Scholarship Fund Thriving Communities Scholarship Fund Wells Fargo Scholarship Fund S C H O L A R S H I P S "We often talk about the fact that we are CNM-pact clients because it gives great credibility to our organization as a whole." -The WARM Place: 2021 CNM Board Scholarship Fund Recipient FAST FACTS CNM awarded a total of $132,500 in scholarship funds in 2021. 7
  • 9. Revenue By Stakeholder Expenses by activity Nonprofits (52%) Foundations and Corporations (45%) Program Services (75%) Supporting Services (17%) $1,691,936 $1,652,699 2021 Financials 8 Individual Gifts (3%) Fundraising (8%)
  • 10. CNM supporters $25,000 and Above $10,000 - $24,999 $5,000 - $9,999 $1,000 - $4,999 Allied Electronics | Anonymous Charitable Trust | BNSF Railway Foundation | Deloitte EY | Fidelity Investments | Frost Bank | KPMG | Lennox International | Locke Lord, LLP The Rosewood Foundation Amon G. Carter Foundation | Atmos Energy | Bread Financial (formerly Alliance Data) City of Arlington | Charles H. Phipps Foundation | The Rainwater Charitable Foundation Sid W. Richardson Foundation | Harold Simmons Foundation | Texas Health Resources Wells Fargo Foundation Bank of Texas | Ken W. Davis Foundation | Fash Foundation | The Morris Foundation The Ryan Foundation Alan K. Davis | Baylor Scott & White Health | Brandon Rowland | Collin Harrison Crystal Wright | Dana Burghdoff | George Baldwin Guido and Ruth Shumake Charitable Trust | Kahn Endowment Fund | Larry Meltzer Liz Beauchamp | Mike Walker | Scott Orr | Stephen Davis | Susan Rainey | Tanya Allen 9
  • 11. Board of Directors Officers Directors Board Chair Brandon Rowland Partner Assurance EY Vice Chair Scott Orr Vice President, Public Affairs Fidelity Investments 10 Vice Chair Collin Harrison Principal Consultant Confident Technology Services, LLC Secretary Dana Burghdoff Assistant City Manager City of Fort Worth Liz C. Beauchamp Vice President, Governmental and Public Affairs Atmos Energy Stephen Davis Managing Director, Architecture & Engineering State Street (Boston, MA) Susan Rainey Partner Locke Lorde LLP Crystal Wright Partner, Capital Markets and Accounting Advisory Services PwC Alan K. Davis Vice President GW Holdings Larry Meltzer Principal MM2 Public Relations Mike Walker Vice President of Sales Allied Electronics and Automation
  • 12. 6688 N. Central Expressway Suite 1025 Dallas, TX 75206 (214) 826-3470 1701 River Run Suite 1002 Fort Worth, TX 761076 (817) 334-0228 thecnm.org | expert@thecnm.org smart management. measurable outcomes. thriving communities