Young Leaders Council - PDF Free Download

Young Leaders Council General Information Contact Information Nonprofit Young Leaders Council Address 2200 21st Avenue S., Suite 260 Nashville, TN 37212 Phone (615) 386-0060 Web Site Web Site Facebook Facebook Email lisa@youngleaderscouncil.org At A Glance Year of Incorporation 1993 1

Mission & Impact Statements Mission To train diverse, committed individuals, ages 25-40, to effectively participate on boards of nonprofit organizations and make a difference in the community by replenishing the volunteer leadership. Background The Young Leaders Council (YLC) is a program founded by the Council of Community Services, in conjunction with the Frist Foundation (formerly the HCA Foundation) and the United Way. It was created in 1985 to address the need to broaden and strengthen Nashville's volunteer leadership base. The YLC consists of an elevensession training program, addressing fundamental board skills. These interactive sessions reflect on such leadership indicators as collaboration, diversity and the role of catalyst deemed crucial for today's nonprofit leadership roles. The training is followed by a year internship with a community agency. At this time, the YLC participant serves as a non-voting member of a working board. Participants are between 25 and 40 years of age and come from a broad range of corporate, civic and volunteer backgrounds. They may be nominated by YLC alumni, their group's management or may be self-nominated with management's recommendation. A YLC alumni group makes activities available to those who wish to continue their involvement. Community & Corporate Support: Much of the success of the Young Leaders Council has been due to the active participation of community business leaders and agency directors. They have most willingly given of their time and expertise in the training of Young Leaders. The corporate business leaders provide valuable insight into such topics as legal liabilities; corporate giving; what to look for in a board; and how the social service system works. Thus, a balanced, objective picture of community volunteer leadership is presented to the Young Leaders. Impact Goals : 1. Become more financially independent; 2. To increase the involvement of the alums; 3. To have consistent branding in our marketing. Accomplishments: 1. Increased alumni funding; 2. Increased corporate funding; 3. Enhanced website services; 4.Continued & improved quality of program and services Other ways to donate, support, or volunteer By mail- 2200 21st Avenue S., Ste. 260, Nashville, TN 37212Online- www.youngleaderscouncil.org/donate Service Categories Primary Organization Category Public & Societal Benefit / Leadership Development Areas of Service Areas Served TN - Cheatham TN - Davidson TN - Maury TN - Robertson TN - Rutherford TN - Williamson TN - Wilson Young Leaders participants come from Davidson County and surrounding counties but the organization also serves nonprofits in those counties. 2

CEO Statement Young Leaders Council is a very unique nonprofit that feels a need and a void in the community. If a young professional 25-40 years of age has just moved to Nashville, lived in Nashville and just moved back and is looking for an entryway onto a board of a nonprofit or a way to get involved in community service in a leadership position, Young Leaders can serve that need for them. If they are already on a board, they can be trained to know what a board member s roles & responsibilities are. Boards are looking for sharp, enthusiastic, energetic, passionate people to be board members of their organization. Also, they are looking for young professionals that possess these qualities that can replenish the volunteer leadership on their boards in the future. Young Leaders fills these needs, and they are the only nonprofit in Nashville that does this. Trained board members are unusual, yet, are very needed for boards. As an Executive Director of Young Leaders, it is so exciting to have the opportunity to meet so many wonderful young professionals who are so motivated, intelligent, hard working and successful, but who still have a desire to give back to their community by giving of their time and talents. It is so inspiring and encouraging to see them become the leaders of our future and community. Young Leaders is small in operations, but is producing a powerful product. We have approximately 100 participants go through our program each year. They all are then placed on the boards of nonprofit of their choice to be an intern for a year where they can observe and participate. That s 100 people a year giving back to our community---governing, leading, and volunteering for nonprofits all over the city. Our continued goal and desire is to be fiscally fit and responsible so that we can continue producing our powerful product--- volunteer leaders in our community. 3

Programs Programs Young Leaders Class Description The YLC consists of an eleven-session training program, addressing fundamental board skills. These interactive sessions reflect on such leadership indicators as collaboration, diversity and the role of board member deemed crucial for today's nonprofit leadership roles. The training is followed by a year internship with a community agency. At this time, the YLC participant serves as a non-voting member of a working board. Population Served Adults,, Continuing Education Luncheon Series Description Two times annually seminars focused on a second level of training for alumni of the program are offered addressing issues they would face as Board members of local nonprofits. Population Served Adults,, YLC Leadership Luncheon Description Category This annual event provides continuing education to alumni of the program and is open to the community. The event features a prominent leader who speaks on the importance of volunteer leadership. The Young Leader of the Year Award is also handed out. Public, Society Benefit Leadership Development Programs Population Served Adults,, 4

Governance Board Chair Board Chair Mr. Joshua Livingston Company Affiliation Hancock Whitney Bank Term Jan 2019 to Dec 2021 Email joshua.livingston@hancockwhitney.com Board Members Name Affiliation Status Ms. Julia Bonner Pierce Public Relations Voting Mr. John Byers Lockton Companies, LLC Voting Ms. Danielle Dupriest HCA Healthcare Voting Ms. Meredith Eason Wyatt, Tarrant & Combs, LLP Voting Mr. Grant Ellis Forum Six Financial Voting Mr. Cyrus Farhangi Correct Care Solutions Voting Ms. Ann Taylor Holley SunTrust Bank Voting Mr. Josh Livingston Fifth Third Bank Voting Ms. Lauren Painter Lee Company Voting Ms. Sarah Rochford Benfield HCA Healthcare Voting Ms. Annakate Ross McNeely, Pigott & Fox Public Relations Voting Mr. Nathan Sachs Northwestern Mutual NonVoting Ms. Jade Sampson AMSURG Voting Ms. Lisa Shacklett Young Leaders Council, Inc. Voting Ms. Concetta Smith Belmont University College of Law Voting Mr. Blair Smyly The Bank of Nashville Voting Mr. Santi Tefel Avenue Bank Voting Mr. Trey Yant LBMC Voting Mr. Kyle Young Amedisys, Inc. Voting Ms. Kerri Zelenik Millennium Brokerage Group Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 14 Hispanic/Latino 2 Native American/American Indian 1 Other 0 Board Demographics - Gender 5

Male 7 Female 11 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% Percentage Making In-Kind Contributions 33% Constituency Includes Client Representation Number of Full Board Meetings Annually 7 Standing Committees Communications / Public Relations Development / Fund Raising Executive Special Events Risk Management Provisions Commercial General Liability 6

Management Executive Director/CEO Executive Director Ms. Lisa Shacklett Term Start Mar 2019 Email lisa@youngleaderscouncil.org Experience Lisa Shacklett was named YLC executive director in March 2019, replacing Diane Hayes who stepped down earlier this year after close to 24 years leading YLC through substantial growth. A native Nashvillian, Shacklett was previously senior consultant with Hayde & Co. and will continue operating The Wedding Plate, a vintage china and glassware rental boutique serving the wedding and events industry in Middle Tennessee and beyond. Shacklett spent 11 years in various roles at Lipscomb University. During her tenure as assistant dean in the College of Business, she was responsible for 420% graduate business enrollment increase and became an avid YLC supporter. Active in Tennessee Wedding and Event Specialists Association, National Association of Catering Executives, Cable, and Best Buddies Tennessee, she was an inaugural board member of the National Association of Women MBA s Tennessee chapter and recognized as a 2014 Nashville Business Journal Woman of Influence. Shacklett earned a BS and MBA from Lipscomb University and is certified as a Predictive Index practitioner. Staff Full Time Staff 1 Part Time Staff 2 Volunteers 50 Contractors 0 Retention Rate 100% Plans & Policies Does the organization have a documented Fundraising Plan? Does the organization have an approved Strategic Plan? Number of years Strategic Plan Considers 4 When was Strategic Plan adopted? Jan 2019 In case of a change in leadership, is a Management Succession plan in place? Does the organization have a Policies and Procedures Plan? No Does the organization have a Nondiscrimination Policy? Does the organization have a Whistle Blower Policy? No 7

Does the organization have a Document Destruction Policy? No Affiliations Affiliation Year ANE (Association of Nonprofit Executives) 2000 Center for Nonprofit Management Excellence Network 1995 Nashville Area Chamber of Commerce 1997 Tennessee Society of Association Executives (TSAE) 2002 Tennessee Association of Community Leadership 2002 Williamson County Chamber of Commerce 2013 Belmont University 2017 Senior Staff Ms. Jamie Weathers Title Experience/Biography Program Coordinator Jamie has ten years experience in sales and marketing with Verizon Wireless. She has been with Young Leaders Council for ten years. Ms. Patty St. Clair Title Experience/Biography St. Clair Communications Public Relations and Social Media 8

Financials Fiscal Year Fiscal Year Start Jan 01 2019 Fiscal Year End Dec 31 2019 Projected Revenue $195,400.00 Projected Expenses $200,746.00 Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $189,698 $173,902 $179,662 Total Expenses $186,140 $186,659 $175,479 Revenue Sources Foundation and Corporation $53,000 $48,775 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $57,523 $60,319 $111,112 Indirect Public Support $0 $0 $0 Earned Revenue $79,175 $64,792 $68,500 Investment Income, Net of Losses $0 $16 $50 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 9

Expense Allocation Program Expense $100,058 $105,246 $103,619 Administration Expense $86,082 $81,413 $71,860 Fundraising Expense $0 $0 $0 Payments to Affiliates -- -- $0 Total Revenue/Total Expenses 1.02 0.93 1.02 Program Expense/Total Expenses 54% 56% 59% Fundraising Expense/Contributed Revenue 0% 0% 0% Assets and Liabilities Total Assets $33,354 $29,796 $42,553 Current Assets $33,354 $29,796 $42,553 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $33,354 $29,796 $42,553 Short Term Solvency Current Ratio: Current Assets/Current Liabilities -- -- -- Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Program Revenue $79,175 Program Revenue $64,792 Contributions, Gifts and Grants $111,112 Second Highest Funding Source & Dollar Contributions, Gifts Contributions, Gifts Program Revenue Amount and Grants $57,523 and Grants $60,319 $68,500 Third Highest Funding Source & Dollar Amount Foundations and Corporations $53,000 Foundations and Corporations $48,775 Investment Income $50 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? No Capital Campaign Goal $0.00 Capital Campaign Raised-to-Date Amount $0.00 as of 0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires June 2019 Registration No 0 GivingMatters.com Financial Comments Financial figures are taken from the 990EZ. 990 was prepared by Puryear, Hamilton, Hausman & Wood, PLC.Comment provided by Kathryn Bennett 8/14/18. 10