coalition development

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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 COALITION DEVELOPMENT

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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 - PowerPoint PPT Presentation

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Page 1: Coalition Development

KRISTINA CLARKC O F F E E C O U N T Y A N T I - D R U G C O A L I T I O N

STEPHANIE STRUTNERA S A P O F A N D E R S O N C O U N T Y

PATRICK MARTINC O M M U N I T Y P R E V E N T I O N C O A L I T I O N O F J A C K S O N C O U N T Y

TABATHA CURTIS

F R A N K L I N C O U N T Y P R E V E N T I O N C O A L I T I O N

COALITION DEVELOPMENT

Page 2: Coalition Development

Overview

Generating Coalition CapacityCoalition Business OperationsCoalition SustainabilityQuestions and Group Dialogue

Page 3: Coalition Development

AND HOW TO ACCOMPLISH IT!

The Power of True Coalition Capacity

Page 4: Coalition Development

SPECIFIC ABILITY OF AN ENTITY (PERSON OR ORGANIZATION) OR RESOURCE,

MEASURED IN QUANTITY AND LEVEL OF QUALITY, OVER AN EXTENDED PERIOD.

Capacity Defined

Page 5: Coalition Development

Sustainability is your Capacity

Importance of CapacityIncreases

sustainability

Decreases need for additional

overhead in staff and supplies

Increases likelihood of

reaching goals and objectives

Initializes true grassroots community

development

Page 6: Coalition Development

Starting Points The Ever Present 12 Sectors

EngagementDiscover 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)

Now What? Some Tips of the Capacity Building Trade

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

Page 7: Coalition Development

EngagementNote: Branding and Communication does

not mean just purchasing coalition t-shirts.

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).

Page 8: Coalition Development

Discover What Motivates an Individual or Organization.

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.

Page 9: Coalition Development

Not everyone has to love everything

about coalition

workMatch 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.

Page 10: Coalition Development

Think outside the box (Don’t Always Use a Universal Approach)

Target sectors, organizations, and individuals independently. Examples:Thank You NotesIndividual MeetingsTargeted WorkshopsTargeted Campaigns Creative PartnershipsOne coalition one sheeter

will not work for all.

Page 11: Coalition Development

They’re Here! So…Why Are You Doing All The Work?

Leadership ManagementDelegateAsk…then wait through the awkward silenceAllow teams/committee to make their own

objectivesand action planGive the coalition members a pat on the back

Page 12: Coalition Development

WHAT KIND OF BUSINESS DO YOU NEED TO BE?

Operating Your Coalition Like a Business

Page 13: Coalition Development

To be, or not to be?

Click icon to add pictureIs 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?

Page 14: Coalition Development

Perks Not-so Perky

Independently raise funds/ contributions

Tax-exempt purchases

Eligible for public and private grants

Formal structureLimited liability

More financial reporting

Costly Shared controlPublic scrutiny

501c3

Page 15: Coalition Development

Steps in Becoming a Nonprofit

Nonprofit Apply to file charter with Secretary of State (Tre Hargett)

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

purchasesTimeline: approximately 4 months

Page 16: Coalition Development

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

Page 17: Coalition Development

Next Steps

Submit application for state tax-exempt purchases Cost: Free

Apply for Charitable Solicitations Permit Cost: $50

Page 18: Coalition Development

Your Condensed 501c3 To-Do List

1. State Charter2. 501c3 application3. State Tax Exempt application4. Charitable Solicitations Permit

Page 19: Coalition Development

Business Decisions

Evaluate programs, events, initiatives, policy change

Tie spending to outcomesGenerating in-kind donationsCash versus Accrual accounting

Most NPOs operate on cash-basis Cash-basis-post entries when cash is disbursed or

received

Staff: Busy versus Effective

Page 20: Coalition Development

Good Business Practices

Generate working capital Implement reimbursement grants

Generate unrestricted funds Engage in activities restricted by grant funding

Page 21: Coalition Development

Profit & Loss Statements

A.K.A. Income StatementKnow how to interpretKnow how to use to ensure

monthly checks and balances of coalition operations

Page 22: Coalition Development

Don’t Reinvent the Wheel!

A number of coalitions in

Tennessee have been in your

shoes. Draw on colleagues for

support!

Page 23: Coalition Development

BEYOND GRANT FUNDING!

Sustaining Your Coalition Activities

Page 24: Coalition Development

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

Page 25: Coalition Development

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

Page 26: Coalition Development

Funding Strategies Worksheet

What must be sustained? What resources are required?

What strategies match the function

and resource needs identified? 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?

 HumanPersonnelTimeSkillsExperienceLeadershipIdeas SocialConnectionsRelationshipsAgreementsSocial networks MaterialSuppliesOffice/Meeting

SpaceTransportationTechnologyCommunicationMoney

 ShareAsset SharingIn-Kind ContributionsLeveraging Shared Positions  

AskGrantsFundraisersIndividual DonorsUnited Way / Payroll GivingEndowed Funds / Planned

Giving ChargeFee for ServiceFine / Penalty Revenue to

PreventionLine Item in Budget

City/County Prevention Budget

Other CBO/NPO’s BudgetMembership DuesAcquiring Tax Revenues 

EarnEntrepreneur ActivityBusiness Plan

Page 27: Coalition Development
Page 29: Coalition Development

Business Resources

Stephanie Strutner

[email protected]

865-457-3007

TN Nonprofit Corporation Charter Instructions http://

www.tn.gov/sos/forms/ss-4418.pdf 501c3 Application Instructions

http://www.irs.gov/Charities-&-Non-Profits/Application-for-Recognition-of-Exemption

Federal EIN Application http://www.irs.gov/Businesses/Small-B

usinesses-&-Self-Employed/Apply-for-an-Employer-Identification-Number-(EIN)-Online

TN Department of Revenue-Exempt Purchases Registration http://nlc.hosa.org/sites/default/files/T

N%20Exempt%20Form.pdfTN Charitable Solicitations

Registration http://www.tn.gov/sos/charity/co-info.h

tm

Page 30: Coalition Development

Sustainability Resources

Important Linkshttp://www.cadca.org/

resources/detail/sustainability-primer

Contact InformationPatrick MartinThe Community Prevention Coalition of Jackson CountyOffice: (931) [email protected]