Momentum Nonprofit Partners General Information Contact Information Nonprofit Momentum Nonprofit Partners Address 630 S. Cooper St. Memphis, TN 38104 Phone 901 726-5725 Facebook facebook.com/momentumnonprofit Twitter @momentumnp At A Glance Year of Incorporation 1993 Former Names Community Foundation staff conducted a site visit? The Grant Center Alliance For Nonprofit Excellence 1
Statements & Search Criteria Mission We build the momentum of the nonprofit sector to drive equitable, measurable, and lasting change. Background Momentum Nonprofit Partners originated in 1992 as The Grant Center, with a focus on bringing more federal grant funding to the Mid-South by providing nonprofit organizations with the resources and tools to compete for federal funding. As competition for funding increased along with demand for nonprofit services, The Grant Center recognized the need for organizations to build internal capacity, not only to secure funding, but to more effectively pursue their mission and serve their constituents. The Grant Center changed its name to the Alliance for Nonprofit Excellence and expanded the services and resources available to nonprofits with a new new mission focused on building capacity and strengthening nonprofits toward excellence. As the nonprofit landscape continues to shift, Mid-South nonprofits are facing new demands in a rapidly changing environment. Out of the more recent recession came a new operating environment that challenges organizations to adapt to new issues, respond to increased scrutiny, and address higher expectations to increase impact and remain sustainable. Sources of capital have changed. Organizations need expertise and tools to help them reframe their financial approach to pursue their mission. Acting alone is no longer an option. Boards and staff need to see their part in the bigger picture and develop the capacity to work across sectors to create results. Success is more than counting numbers. Nonprofits need the capacity to evaluate themselves, improve their work, and communicate their impact to a discerning public. The Alliance for Nonprofit Excellence evolved its philosophy and programs to address these changes and challenges and provide organizations with the support and services needed to build capacity in areas of revenue, people, and impact. The Alliance provided opportunities for organizations to connect and collaborate as nonprofits work to serve and strengthen communities and find a collective voice as a sector. After 25 years of supporting nonprofits in Memphis and upon retirement of the long-time CEO, the Alliance for Nonprofit Excellence conducted a comprehensive planning process, inclusive of revisiting our values, programming, and desired outcomes. A business plan was developed utilizing robust community input and research into peer agencies and key topical areas and was formally guided by the board of directors and an Advisory Committee, which was comprised of nonprofit and foundation leaders. Strategic priorities were developed through this planning process, and a foundation for transformation was built on the following guiding principles: 1. We believe that when nonprofits get better, the community gets better. 2. We believe remarkable people can produce remarkable results talent matters. 3. We are inclusive, accessible, and we value all voices. 4. We emphasize continuous improvement and accountability to bring the highest impact possible. 5. We promote equity and justice in every action. 6. The needs of the nonprofits, the community, and Memphis drive our daily work and our long-term vision. 7. We collaborate, convene and partner as a way of furthering our mission. 8. We challenge and disrupt entrenched thinking for positive change. 2
Impact We strive for a Memphis: -Where nonprofits gain an equal seat at the table for the nonprofit community alongside government, businesses, and philanthropy so that we can be united to solve community problems. -Where nonprofits are results-based and sustainable. -Where nonprofit leaders reflect our community demographics - in other words, a Memphis with representative leadership. -Where a high-quality nonprofit workforce is the norm and where individuals are reaching their maximum potential and are motivated to continue to work for the greater good. Needs Essential Services for Organizations: The Help Desk Capacity Assessment Culture Assessment Consultant Support Career Center Board Effectiveness Digital Resources Learning for Individuals: Learning Labs Boot Camp Series One-Time Trainings & Panel Discussions Speaker Series Nonprofit Symposium Peer Learning Groups Learning for Organizations: Design Labs Topic-Centered Cohort Learning Community Conversations Community Roundtables Areas Of Service Areas Served Areas AR - Crittenden County MS - DeSoto County MS - Tate County MS - Tunica County TN - Fayette County TN - Haywood County TN - Lauderdale County TN - Madison County TN - Shelby County TN - Tipton County 3
Momentum Nonprofit Partners serves a membership of more than 250 nonprofit organizations in 10 counties in western Tennessee, northern Mississippi, and eastern Arkansas. Service Categories Nonprofit Management 4
Programs Programs Essential Services For Organizations Description 1) The Help Desk: Resources, referrals, helpful tips, and templates 2) Assessments: Organizational capacity assessment that addresses the unique capacity needs of Memphis nonprofits and an organizational life cycle assessment. These confidential assessments give crucial data to Momentum while identifying specific gaps in capacity/recommendations to organizations. 3)Cultural intelligence Assessment for use by local nonprofits to identify gaps in capacity related to equity, inclusion, and cultural intelligence. 4)Consultants: Momentum serves as a clearinghouse for local trainers and consultants. Trainers and facilitators for Momentum will be vetted and trained through a separate process from vetting consultants. 5)Career Center: Online job posting board. 6)Board Effectiveness: Assistance in the development and placement of community volunteers into board positions. 7)Digital Resources: Additional learning opportunities for the community via Blog, Webinars, YouTube, and Podcasts. Budget $132,000.00 Strategy Long term Success Short Term Success Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. 5
Learning for Individuals Description 1)Learning Labs: Collaborative, interactive, hands-on learning utilizing the flipped classroom approach. 2)Boot Camp Series: Multi-session learning opportunities. 3)One-Time Trainings and Panel Discussions: Curriculum offered often through partnerships with other organizations, such as The Lilly School of Philanthropy. 4)Speaker Series: Brings prominent, nationally recognized thought leaders to Memphis to address cutting-edge issues, explore best practices and provide critical insights for increased positive social impact. 5)Nonprofit Symposium: Half-day learning once a year relevant to both nonprofit professionals and college students and those new to the sector using a TED Talk-like format. 6)Peer Learning Networks: Convened and facilitated monthly or bimonthly by Momentum staff members. The groups host guest speakers, facilitated conversations, networking, and other learning opportunities. 7)Book Clubs: Over three sessions participants discuss a book relevant to the sector. Budget $441,000.00 Strategy Long term Success Short Term Success Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. 6
Learning & Action for Organizations Description 1)Design Labs: offer a hands-on approach to learning while providing tangible results in the form of new documents, policies, guiding principles, or fundraising documents. Organizations will be encouraged to bring multiple staff and board members to provide multiple perspectives for the design process. 2)Topic-Centered Cohort Learning: teams from multiple organizations going through sequential sessions together. 3)Community Conversations: Quarterly conversations around subjects such as racial and gender equity, LGBT inclusion, immigration, and religious tolerance, and how nonprofit organizations can build their own organization s cultural competency while dismantling the barriers that their service recipients face. 4)Community Roundtables: Identify pressing issues in the nonprofit community, create actionable items for funders, nonprofits, and city government, and promote advocacy for addressing these issues that slow the momentum of the 3rd sector. Budget $302,249.00 Strategy Long term Success Short Term Success Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. Momentum Nonprofit Partners will enable Mid-South nonprofits to build meaningful capabilities that will transform their mission pursuits. Nonprofits will (1) utilize sound management practices, (2) allocate resources to programs and services that create the greatest impact, (3) address complex community issues in partnership with a variety of stakeholders, (4) use data driven results to tell their stories around success and impact, and (5) cultivate a culture of ongoing learning. 7
Board & Governance Board Chair Board Chair Kiesha Davis Company Affiliation Memphis Music Initiative Term July 2018 to June 2019 Email kiesha@memphisismusic.org Board Members Name Affiliation Status Carrie Burke Kemmons Wilson Family Foundation Voting Kiesha Davis Memphis Music Initiative Voting Sara Flowers-Dent Voting Bonnie Hollabaugh Christ Community Health Services Voting Mark Jordan Voting Pat Mitchell Worley Fanfare Community Relations Voting Olliette Murry-Drobot Family Safety Center Voting Patrick O'Connor Duncan Williams Asset Management Voting Natalie Robinson The MMBC Continuum Voting Ali Sinkular Reynolds, Bone & Griesbeck Voting Lori Spicer Robertson Voting Greg Spillyards Cushman & Wakefield Voting Nicole Thomas Voting Brent Westbrook Payscape Voting Board Demographics - Ethnicity African American/Black 7 Asian American/Pacific Islander 0 Caucasian 7 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 4 Female 10 Unspecified 0 Governance 8
Board Term Lengths 3 Board Term Limits 3 Board Meeting Attendance % 95 Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 100 Number of Full Board Meetings Annually 4 Standing Committees Executive Finance Investment Board Development / Board Orientation Development / Fund Development / Fund Raising / Grant Writing / Major Gifts 9
Management Executive Director/CEO Executive Director Kevin Dean Term Start Apr 2017 Email kdean@momentumnonprofit.org Experience Prior to his role as CEO of Momentum Nonprofit Partners, Kevin served as Executive Director of Literacy Midsouth, where he co-authored a literacy-themed service-learning based curriculum for high school students that has been used across the United States. Kevin received his Bachelor s in Communications from the University of Memphis in 2002. In 2009, he completed his Masters Degree in Executive Leadership from Christian Brothers University. Kevin has managed a teen volunteer program, a mentoring program, and served as Community Services Director at Volunteer Memphis from 2005-2008. In 2005, Kevin led the Mid-South s Hurricane Katrina volunteer clearinghouse effort, engaging more than 5000 volunteers in disaster recovery efforts. Because of his work in disaster relief efforts, he was appointed to serve on the National Disaster Advisory Council through the Points of Light Foundation in Washington, DC. In 2006, Kevin won a national award for his service-learning based curriculum that engaged young people in disaster relief and cleanup. The curriculum has since been nationally replicated. His previous positions include Community Services Director at Volunteer Memphis and Director of Development at Hope House. Kevin has worked with more than 250 nonprofit organizations in the Memphis area through his consulting work and his former position as Community Services Director of Volunteer Memphis. Kevin was named one of Memphis Top 40 Under 40 by Memphis Business Journal in 2011. Staff Full Time Staff 10 Part Time Staff 2 Volunteers 0 Contractors 0 Retention Rate 0 Plans Organization has a Fundraising Plan? Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Under Development Under Development Under Development 10
Financials Fiscal Year July Fiscal Year 2019 Projected Revenue $1,357,408.00 Projected Expenses $1,568,696.00 Endowment Value 0 Percentage (if selected) 0% s Detailed Financials Revenue and Expenses Total Revenue $421,211 $560,614 $1,249,699 Total Expenses $668,159 $829,571 $797,456 Revenue Sources Foundation and Corporation $72,700 $103,475 $817,089 Contributions Government Contributions $0 $0 $0 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $0 $0 $0 Individual Contributions -- -- -- Indirect Public Support $0 $0 $0 Earned Revenue $310,193 $387,396 $364,664 Investment Income, Net of Losses $42,362 $42,501 $31,052 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other ($4,044) $27,242 $36,894 11
Expense Allocation Program Expense $631,936 $792,021 $754,193 Administration Expense $30,142 $31,552 $37,265 Fundraising Expense $6,081 $5,998 $5,998 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 0.63 0.68 1.57 Program Expense/Total Expenses 95% 95% 95% Fundraising Expense/Contributed Revenue 8% 6% 1% Assets and Liabilities Total Assets $2,204,690 $2,435,379 $2,983,061 Current Assets $264,185 $421,488 $981,463 Long-Term Liabilities $0 $0 $0 Current Liabilities $93,635 $65,574 $51,446 Total Net Assets $2,111,055 $2,369,805 $2,931,615 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 2.82 6.43 19.08 Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? No Goal $0 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitaions Permit Permit? Dec 2018 Created 07.12.2018. Copyright 2018 12