Coalition Development 30 Jul 13

COALITION DEVELOPMENT
KRISTINA CLARK
COFFEE COUNTY ANTI-DRUG COALITION
STEPHANIE STRUTNER
ASAP OF ANDERSON COUNTY
PATRICK MARTIN
COMMUNITY PREVENTION COALITION OF JACKSON COUNTY
TABATHA CURTIS
FRANKLIN COUNTY PREVENTION COALITION
Overview
 Generating Coalition Capacity
 Coalition Business Operations
 Coalition Sustainability
 Questions and Group Dialogue
The Power of True Coalition
Capacity
AND HOW TO ACCOMPLISH IT!
Capacity Defined
SPECIFIC ABILITY OF AN ENTITY (PERSON
OR ORGANIZATION) OR RESOURCE,
MEASURED IN QUANTITY AND LEVEL OF
QUALITY, OVER AN EXTENDED PERIOD.
Importance of
Capacity
Increases
sustainability
Decreases need for
additional overhead
in staff and supplies
Increases likelihood
of reaching goals and
objectives
Initializes true
grassroots
community
development
Sustainability is your Capacity
Now What?
Some Tips of the Capacity Building Trade
The Ever Present
12 Sectors
Starting Points
 Engagement
 Discover what motivates
an individual or
organization
 Not everyone has to love
everything about
coalition work
 Think outside the box
(Do not always use a
universal approach)
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Youth
Parents
Businesses
Media
Schools
Youth Serving Organizations
Law Enforcement
Faith Based and Fraternal
Organization
Civic and Volunteer Groups
Health Care Professionals
State, local or tribal agencies
Other organizations involved in
reducing substance abuse
Coalition Branding
Coalitions work
hard, but are you
communicating what
you are doing to
potential
stakeholders?
• Get involved in
other community
councils and
organizations
including local
government.
• Be open to all types
of partnerships
(model the behavior
you want for the
coalition).
Engagement
Note: Branding and Communication does not
mean just purchasing coalition t-shirts.
Research and
Evaluate
• Learn about a
potential
stakeholders wants
and needs. Research
current projects
organizations are
working on and how
coalition work
relates.
• Literally evaluate.
Survey current
members needs and
why they are at the
table so you can keep
them there.
Discover What Motivates an
Individual or Organization.
Not everyone
has to love
everything
about coalition
work
Match what stakeholders
want with initiatives you
are working on.
Structure meetings to
enhance engagement and
partnerships. Examples:
• Short Term Action
Teams (STAT)
• Enhanced Agendas
• Meeting Evaluations
Remember: It is not about you!
Leave the ego at the door.
Think outside the box
(Don’t Always Use a Universal Approach)
Target sectors,
organizations, and
individuals independently.
Examples:
 Thank You Notes
 Individual Meetings
 Targeted Workshops
 Targeted Campaigns
 Creative Partnerships
One coalition one sheeter
will not work for all.
They’re Here!
So…Why Are You Doing All The Work?
 Leadership Management
 Delegate
 Ask…then wait through the awkward silence
 Allow teams/committee to make their own objectives
and action plan
 Give the coalition members a pat on the back
Operating Your Coalition Like a
Business
WHAT KIND OF BUSINESS DO YOU NEED TO BE?
Is 501c3
appropriate for
your community?
What is the economic
and political landscape
of your community?
What community
resources exist?
Are you competing
with existing agencies?
To be, or not to be?
501c3
Perks
Not-so Perky
 Independently raise
 More financial
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funds/ contributions
Tax-exempt purchases
Eligible for public and
private grants
Formal structure
Limited liability
reporting
 Costly
 Shared control
 Public scrutiny
Steps in Becoming a Nonprofit
 Nonprofit
 Apply to file charter with Secretary of State
 (Tre Hargett)

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What you will need
 Bylaws
 Articles of Incorporation
 Filing fee: $100
 File Charter with Register of Deeds in county of principal office
TN Department of Revenue to make tax exempt purchases
 Timeline: approximately 4 months
Steps in Becoming a 501c3
 501c3
 Submit application to IRS
 What you will need:
Employee Identification Number (EIN)
 State Charter
 Articles of Incorporation (including amendments, if applicable)
 Bylaws
 Financial data (990, budget, audit, etc)
 Application fee: $400-$850

 Timeline: approximately 9 months
Next Steps
 Submit application for state tax-exempt purchases
 Cost: Free
 Apply for Charitable Solicitations Permit
 Cost: $50
Your Condensed 501c3 To-Do List
State Charter
2. 501c3 application
3. State Tax Exempt application
4. Charitable Solicitations Permit
1.
Business Decisions
 Evaluate programs, events, initiatives, policy change
 Tie spending to outcomes
 Generating in-kind donations
 Cash versus Accrual accounting
 Most NPOs operate on cash-basis
 Cash-basis-post entries when cash is disbursed or received
 Staff:
 Busy versus Effective
Good Business Practices
 Generate working capital
 Implement reimbursement grants
 Generate unrestricted funds
 Engage in activities restricted by grant funding
 A.K.A. Income Statement
Profit & Loss
Statements
 Know how to interpret
 Know how to use to ensure
monthly checks and balances of
coalition operations
A number of
coalitions in
Tennessee have
been in your shoes.
Draw on colleagues
for support!
Don’t Reinvent the Wheel!
Sustaining Your Coalition
Activities
BEYOND GRANT FUNDING!
Sustainability
 Do we have the resources to achieve our long-term goals?
What happens when the grant ends?
• What do we need in order to remain viable?
 Human resources:
•
Being prepared for turnover in membership, staff, and leadership
 Social resources:
•
Maintaining strong relationships to sector partners, even through
reorganization and turnover in those community systems
 Material resources:
•
Identifying available funding streams and staying in
tune with the priorities and needs of the community
•
Sustainability Tips
1.
Think about sustainability right now, not when
your grant is about to end
2.
Stay focused on the community’s needs and priorities
– don’t change your goals to chase a dollar
3.
Diversify – look beyond grants for funding
4.
Seek local support – integrate your coalition into the
community’s vital systems by providing services no
one else can
5.
Be flexible – have the agility to adapt as needs change
and new priorities develop in the community
Source: CADCA National Coalition Institute Sustainability Primer 2010
Funding Strategies Worksheet
What must be sustained?
Description
- What needs to be sustained?
Desired Outcomes
- What are the desired outcomes that
will be achieved?
Action Steps
- What actions need to be taken to
achieve the outcomes?
Rationale
- Why is it needed?
- Benefits to the coalition/community:
- Harm if Lost/Not achieved:
Partners
- What partners need to be involved?
- What partners will benefit?
What resources are
required?
Human
Personnel
Time
Skills
Experience
Leadership
Ideas
Social
Connections
Relationships
Agreements
Social networks
Material
Supplies
Office/Meeting Space
Transportation
Technology
Communication
Money
What strategies match the function
and resource needs identified?
Share
Asset Sharing
In-Kind Contributions
Leveraging Shared Positions
Ask
Grants
Fundraisers
Individual Donors
United Way / Payroll Giving
Endowed Funds / Planned Giving
Charge
Fee for Service
Fine / Penalty Revenue to
Prevention
Line Item in Budget
City/County Prevention Budget
Other CBO/NPO’s Budget
Membership Dues
Acquiring Tax Revenues
Earn
Entrepreneur Activity
Business Plan
Capacity Resources
Important Links
 http://www.cadca.org/re
sources/detail/strengthe
ning-partnerships-toolkit
 http://foundationcenter.
org/getstarted/topical/ca
pacity.html
Contact Information
 Tabatha Curtis
Franklin County Prevention Coalition
(931) 636-9087
[email protected]
 Kristina Clark
Coffee County Anti-Drug Coalition
(931) 247-2542
[email protected]
 TN Nonprofit Corporation Charter
Business
Resources
Instructions

http://www.tn.gov/sos/forms/ss-4418.pdf
 501c3 Application Instructions
 http://www.irs.gov/Charities-&-NonProfits/Application-for-Recognition-ofExemption
 Federal EIN Application
 http://www.irs.gov/Businesses/SmallBusinesses-&-Self-Employed/Apply-for-anEmployer-Identification-Number-(EIN)Online
 TN Department of Revenue-Exempt
Purchases Registration

Stephanie Strutner
[email protected]
865-457-3007
http://nlc.hosa.org/sites/default/files/TN%2
0Exempt%20Form.pdf
 TN Charitable Solicitations Registration
 http://www.tn.gov/sos/charity/co-info.htm
Sustainability Resources
Important Links
 http://www.cadca.org/re
sources/detail/sustainab
ility-primer
Contact Information
 Patrick Martin
The Community Prevention Coalition of
Jackson County
Office: (931) 268-4191
[email protected]