Ladies of Charity of Nashville

Ladies of Charity of Nashville General Information Contact Information nprofit Ladies of Charity of Nashville Address 2216 State Street Nashville, TN 37203 Phone (615) 327-3430 Fax 615 321-3312 Web Site Web Site Facebook Facebook Twitter Twitter Email locwelfarenash@bellsouth.net At A Glance Year of Incorporation 1974 Ladies of Charity of Nashville Ladies of Charity Welfare Agency 1

Mission & Impact Statements Mission The purpose of the Ladies of Charity Welfare Agency is to give emergency aid for basic necessities such as food, utilities, clothing, and rents to those that call on us. Background The Ladies of Charity is an organization of Catholic lay women founded by Saint Vincent de Paul in the Diocese of Lyon, France in 1617. These volunteers brought aid to the poor in the French country side. But as their work continued to prosper, Vincent's zeal helped them to quickly spread into other districts. By December 8, 1617, the first association of the Ladies of Charity was canonically established. The first American Association of the Ladies of Charity was formed by Catherine Harkins on December 8, 1857 at Saint Vincent's Parish in St. Louis, Missouri. Assisted by the Daughters of Charity, the Ladies visited the poor and elderly. Word of their good works spread and other Associations soon formed. Worldwide, The Ladies of Charity has an approximate worldwide membership of 250,000. The Nashville Association of the Ladies of Charity was founded in 1910, serving the poor and elderly of Nashville for over 100 years. Ours is a volunteer organization of over 500 women dedicated to helping the needy in Nashville. Impact The Welfare Office distributes food, payments for utilities and rent, and clothing to needy people in Nashville. We help people referred by such agencies as Metro Action and the Department of Human Services, as well as those residing in Davidson County who call us in need without a referral. The Ladies of Charity serves nearly 10,000 women, children and men each year. The Welfare Office distributed over 2000 emergency food orders in 2016, which include milk, eggs, bread, and various meats. Needs 1) Donations 2) nperishable food items Service Categories Primary Organization Category Human Services / Emergency Assistance (Food, Clothing, Cash) Secondary Organization Category Food, Agriculture & Nutrition / Food Banks, Food Pantries Areas of Service Areas Served TN - Davidson 2

Programs Programs Support Our Nashville Community Description Population Served,, The Ladies of Charity of Nashville has always been committed to the support of our Nashville Community. While we are always finding new ways to support our community, the goals of our organization are summed up below. Providing financial assistance for past due rent and utilities to Davidson County residents, regardless of race, creed or national origin. Granting needs based scholarships to four students each year to area Catholic High Schools. Entertaining patients monthly at Bordeaux Hospital. Distributing over 700 food baskets during the Christmas season. Hosting an annual Spiritual Retreat. Providing spiritual benefits for all members living and deceased. Foundation Comments This organization is a Program of Ladies of Charity of Nashville. 3

Governance Board Chair Board Chair Ms. Peggy Bradley Company Affiliation Community Volunteer Term Jan 2017 to Dec 2018 Email quarters.loc@att.net Board Members Name Affiliation Status Lorine Bourland Community Volunteer Voting Peggy Bradley community volunteer Voting Fr Ben Butler clergy Voting Pat Kelley Community Volunteer Voting Ellen Posch Community Volunteer Voting Arlene Smith Community Volunteer Voting Ramona Stejskal Community Volunteer Voting Patricia Weaver Community Volunteer Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 53 Hispanic/Latino 1 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 1 Female 54 Unspecified 0 Governance Board Term Lengths 2 Board Term Limits 2 Board Meeting Attendance % 75% Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100% 4

Percentage Making In-Kind Contributions 100% Constituency Includes Client Representation Number of Full Board Meetings Annually 10 Standing Committees Foundation Staff Comments This organization is a Program of Ladies of Charity of Nashville. 5

Management Executive Director/CEO Executive Director Ms. Ellen Posch Term Start Jan 2017 Email ellen.loc@bellsouth.net Staff Full Time Staff 0 Part Time Staff 2 Volunteers 250 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 3 When was Strategic Plan adopted? Mar 2014 In case of a change in leadership, is a Management Succession plan in place? Under Development Does the organization have a Policies and Procedures Plan? Does the organization have a ndiscrimination Policy? Does the organization have a Whistle Blower Policy? Does the organization have a Document Destruction Policy? Foundation Comments This organization is a Program of Ladies of Charity of Nashville. 6

Financials Fiscal Year Fiscal Year Start Jan 01 2018 Fiscal Year End Dec 31 2018 Projected Revenue $468,250.00 Projected Expenses $468,250.00 Endowment Value $0.00 Endowment Spending Policy N/A Endowment Spending Percentage (if selected) 0% Detailed Financials Revenue and Expenses Total Revenue $336,189 $365,818 $381,037 Total Expenses $357,692 $379,226 $381,725 Revenue Sources Foundation and Corporation $10,000 $0 $0 Contributions Government Contributions $27,696 $43,565 $55,035 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $27,696 $43,565 $55,035 Individual Contributions $163,263 $165,256 $172,485 Indirect Public Support $0 $0 $341 Earned Revenue $1,580 $0 $0 Investment Income, Net of Losses $25 $22 $30 Membership Dues $6,929 $14,885 $10,760 Special Events $113,676 $139,726 $138,086 Revenue In-Kind $12,047 $500 $0 Other $973 $1,864 $4,303 7

Expense Allocation Program Expense $305,984 $320,191 $320,520 Administration Expense $21,175 $23,937 $24,531 Fundraising Expense $30,533 $35,098 $36,674 Payments to Affiliates -- $0 $0 Total Revenue/Total Expenses 0.94 0.96 1.00 Program Expense/Total Expenses 86% 84% 84% Fundraising Expense/Contributed Revenue 10% 10% 10% Assets and Liabilities Total Assets $465,843 $487,981 $508,969 Current Assets $280,453 $286,556 $299,201 Long-Term Liabilities $0 $0 $0 Current Liabilities $5,634 $6,035 $13,615 Total Net Assets $460,209 $481,946 $495,354 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 49.78 47.48 21.98 Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Contributions, Gifts, Contributions, Gifts Contributions, Gifts & and Grants $163,263 and Grants $165,256 Grants $172,485 Second Highest Funding Source & Dollar Fundraising Events Fundraising Events Fundraising Events Amount $113,676 $139,726 $138,086 Third Highest Funding Source & Dollar Amount Government Grants $27,696 Government Grants $43,565 Government Grants $55,035 Capital Campaign Is the organization currently conducting a Capital Campaign for an endowment or the purchase of a major asset? Capital Campaign Goal $0.00 Capital Campaign Anticipated in Next 5 Years? State Charitable Solicitations Permit TN Charitable Solicitations Registration - Expires June 2019 Registration 0 GivingMatters.com Financial Comments Financials taken from the 990. Financial documents completed by Patterson, Hardee, and Ballentine, PC. Schedule B removed to protect donor privacy. Comments provided by Nicole Rose 05/21/2018. 8