SPECIALISTS IN NONPROFIT LEADERSHIP, STRATEGY & SOLUTIONS

Transcription

1 2014 Annual Report SPECIALISTS IN NONPROFIT LEADERSHIP, STRATEGY & SOLUTIONS MAKING NONPROFITS SUCCESSFUL IN TODAY S MARKETPLACE

2 About Us A Message from Our Leaders Table of Contents 1 A Message from the Chair & President/CEO 2 Leadership: Changing the World in Our Communities 4 Strategies: Working for Every Size Nonprofit 6 Solutions: Public Service Impact One by One and All Together 8 Nonprofit Clients Corporate Citizen Connection 10 Nonprofit Specialists You Should Know 12 Funding Partners & Individual Donors Executive Service Corps of Chicago (ESC) is a consulting resource for nonprofits and public agencies, allowing them to step back from their challenges to find new options, adapt and advance in a competitive and changing environment. Since 1978, ESC has been working with an average of 150 nonprofits each year to help them find and implement sustainable solutions for on-going challenges. Nearly 200 ESC consulting experts, accomplished business leaders and professionals, trained specifically to work with nonprofit organizations, volunteer their energy and expertise to give back in a meaningful way to the community they care about. Why We re Different ESC was founded by 19 of Chicago s most eminent corporate leaders from companies like RR Donnelley and Inland Steel, who recognized the vast positive impact they could have on community needs by working together with nonprofit leaders. Since its founding, ESC has grown to become a nationally recognized resource and the region s largest nonprofit provider of capacity-building assistance for nonprofits and public agencies. Why It Matters Having served over 4,500 client organizations to date, ESC consultants have worked with clients ranging from small health clinics and neighborhood-development organizations to whole community networks and systems as complex as the Chicago Public Schools. ESC consultants play a vital role in building a healthier nonprofit sector and enhancing the quality of life, health and opportunities for millions of local residents and their communities. From the Chair Nonprofits have not had an easy run the past three years. Operating in Illinois struggling economy, nonprofit leaders have seen traditional revenue lines decrease with deepening budget challenges and increasing competition for funding and donors. Many have felt pressure from every direction and the need for a trusted consulting resource has never been greater. Executive Service Corps fills this need for nonprofits every year with its teams of skilled nonprofit business advisors, specialists who provide sectorfocused options at a price that s affordable for limited budgets. In 2014, as this report shows, the consulting experts of ESC worked with 134 clients in 158 engagements, providing objective critical thinking, business knowledge and innovative, practical solutions effectively preparing their organization for what lies ahead tough operating decisions within the framework of future goals, honest assessment of their options for improvement and new services/sources of revenue, and strong, supportive leadership in the midst of change and challenge. It s our mission, our specialty and our privilege to serve and support the nonprofit community with all the new ideas, seasoned business expertise, personal commitment and resources available from our dedicated ESC consulting members. I invite you to take a look inside this report to see how ESC can help the nonprofits you care about. Toni S. Smith Former Partner, Spencer Stuart Chair, ESC Board of Directors From the President/CEO An organization s leadership is key to unlocking its potential, being resilient in challenging times and reaching success, however success is defined. Executive Service Corps is a trusted nonprofit partner in this journey, the engine that can be counted on to power forward momentum, building leadership, strategy and solutions all along the way. As a nonprofit, ESC has tested and demonstrated its own resiliency, adapted to new economic realities, leveraged its strengths and taken advantage of trends and new approaches. As a result, 2014 marked the end of a strategic plan cycle that gave us three consecutive years of steady and consistent growth, innovation and collaboration. Each page of this report illustrates ESC s work the how, the who and the value involved in guiding individual nonprofit resiliency and success and cumulative social impact. Regard it as your idea book for the nonprofit you care about. In 2015, ESC is building on its deep sector experience and the strategies and approaches that worked so well in 2014, encouraged and optimistic about what lies ahead for the nonprofits we serve. As ESC thrives, we are eager to share what we ve learned and all we offer in the areas of leadership, strategy and solutions to benefit not only Chicago area nonprofits but service organizations throughout Illinois. Mega-challenges lie ahead but we will face them together, supported with all the strength of ESC Chicago and a desire to join with you to improve life in our community. Pamela J. Wilcox President & CEO Our mission to make nonprofits successful. p 1

3 Changing the World in Our Communities Leadership LEADERSHIP CONSULTING BOARD DEVELOPMENT COACHING & MENTORING TEAM DEVELOPMENT TRANSITION MANAGEMENT Inspired, visionary nonprofit leadership doesn t spring unassisted from passion for the cause. In today s nonprofit world, high impact leadership and the informed decision-making, good judgment and evidence-based strategy that attend it requires focused effort, shared goals, trust and, very often, guidance and/or mentoring. Leadership is the most critical path to a nonprofit s success, deserving of the resources required to nurture and build it. Those nonprofits that make this a priority are rewarded with a well-functioning, efficient board that embraces its role and responsibilities, strengthened by CEO/board teamwork that fosters strategic thinking about the organization s future and collaboration that addresses today s challenges. Examples from ESC s nonprofit clients in 2014 high-impact leadership that is changing their world. Great leadership at the board and CEO levels is the best indicator of nonprofit overall success. Defining Issues Formulating Plans The ESC team assisted the Village President, Board of Trustees and senior staff in defining issues facing the Village and formulating plans for the future. ESC consultants continue to work with the Village on our annual Goals and Objectives process. The ESC consultants bring a broad management background to the process and provide a unique perspective on the issues and challenges we face. Gary O Rourke Village Manager Village of Streamwood Board Development: Unique Perspective on Goals and Objectives INTERIM EXECUTIVE DIRECTOR SERVICE Finding the Permanent Director Raising Professionalism We chose ESC because we felt they would help us throughout the total process from articulating our wants in an interim and permanent executive director, keeping us professional at all times and assisting in finding the permanent director. I credit ESC and our interim for holding our hands through the process, making us go through all the steps. The whole experience has made CDSF and the individuals involved better. We could not have done it without ESC. Milly Goldstein Former Board Chair Chicago Dental Society Interim Executive Director: Total Process Involvement Linda A. Teplin, Ph.D. Students from Chicago High School for the Arts Improving Performance as a Team Saving Time ESC s Team Coaching has allowed us to improve our performance and efficiency as a team. The engagement made a huge difference that will be long-lasting. We have more positive communications among the executive team and between us and staff/students. ESC has made a huge difference in our ability to be productive. I highly recommend the organization to my colleagues. Linda A. Teplin, Ph.D. Owen L. Coon Professor of Psychiatry and Behavioral Sciences, Clinical Psychology Director of the PsychoLegal Studies Program, Northwestern University Medical School We had limited resources and a search firm was out of the question for us. Executive Service Corps was the perfect match for our needs. The ESC team was extremely helpful in developing a hiring system for two positions and their professional expertise helped us save time as the information provided narrowed down the field to the best fits for our needs. José Ochoa Executive and Artistic Director Chicago High School for the Arts Transition Management: A Hiring System Team Development: Long-lasting Changes Is your nonprofit prepared for an anticipated or unexpected leadership turnover? The Dare to Lead survey conducted by CompassPoint and the Meyer based on a nationwide survey of 3,000 nonprofit CEOs, found that 67% expected to leave their nonprofit leadership post by A recent Bridgespan poll reported fewer than 40% of participating nonprofits having a succession plan in place to smooth such transitions and gaps in leadership. ESC can help. Talk with an ESC consulting expert at or Chicago High School for the Arts p2 Village of Streamwood President and Board of Trustees Chicago High School for the Arts p3

4 Working for Every Size Nonprofit Strategies STRATEGY STRATEGIC PLANNING BUSINESS PLANNING ORGANIZATIONAL ASSESSMENT SOCIAL ENTERPRISE REVENUE GENERATION The operative word in strategic planning is strategy. The ESC approach focuses on strategy that helps the organization remain fluid, adaptive to changing circumstances and prepared for potential challenges while driving toward success. The path toward success is never straight and not always clear. Strategies in the planning process must be guided by data toward outcomes that are visionary, yet realistic and attainable, directed by integrated teamwork. We view the entire organization as a team that is ready to be mobilized toward shared goals. The elements of strategy in our ESC portfolio of services for nonprofits are carefully structured to take a deep and holistic look inside an organization, assessing its circumstances and potential, the resources and capacity for meeting short term priorities and long term goals. A Trusted Source My first interaction was through the executive coaching program. It was such a great experience for me that ESC has become a very trusted source of strategic and process consulting. The consultants asked very good questions that have caused us to dig even deeper into our mission and helped us maximize our resources. Bill Curry Chief Program Officer Breakthrough Urban Ministries Business Plan: Maximize Resources Building Capacity Focusing Energy I first heard of ESC when W2C was awarded the Alford-Axelson Excellent Emerging Organization Award in Part of the award package was having ESC consultants help us to identify key areas for improvement that would enable W2C to build capacity. The team did a wonderful job capturing stakeholder views through a broad survey that included clients, board, and staff perspectives. ESC's organizational assessment helped us to prioritize work projects that had to get done, and focus our energy on those key areas. Elyse Danckers Executive Director Waukegan to College Organization Assessment: Prioritize Projects David Gottlieb Full Circle Communities North West Housing Partnership Practical, Economical, Workable, and Meaningful Team Carefully Matched to the Issues We reserve 75 percent of our economics for the provision of supportive services to residents of our [affordable housing] properties. Developing a mission, vision, and strategic plan was a critical need for our future growth and stability They helped us produce a plan that is practical, economical, workable and meaningful. ESC helped capture what Full Circle is, and helped us outline the steps we must take to get where we want to be. They added enormous value. David Gottlieb Executive Director Full Circle Communities Strategic Plan: Growth and Stability Breakthrough Urban Ministries p4 I discovered ESC through a friend of mine who utilized your services when she was involved in a nonprofit in Aurora. I chose ESC because of the way the consulting is designed by having a team approach specifically having people from various disciplines that match issues we wanted to address. The end result, an organizational assessment, was excellent because it provided a road map for how our nonprofit could further develop and become more sustainable. Robyn Sandys Executive Director North West Housing Partnership Organization Assessment: Roadmap for Development ESComplete There is no other organization serving the nonprofit sector that offers ESC s unique brand of consulting an approach we call ESComplete. ESC consultants understand and appreciate the unique challenges of nonprofits. ESC s continuing education program trains them to holistically assess each client s diverse needs and priorities for addressing them. Then ESC carefully identifies the consulting skills and experience of our dedicated experts in cohesive teams that stay with the nonprofit client through implementation of sustainable solutions. Waukegan to College p5

5 Public Service Impact One by One and All Together Solutions ESC Continuum of Nonprofit Service LEADERSHIP CONSULTING BOARD DEVELOPMENT Data-driven, evidence-based tactics help nonprofits address their most complex challenges and remove identified barriers to efficiency, capacity for service and advancement. ESC helps nonprofits build solutions that go beyond data-gathering to recognize the integrated effect that each nonprofit area of activity and endeavor has upon all others. The ESC delivery of solutions involves trained, multidisciplinary teams available to assist nonprofits and their teams in reaching the solutions needed and facilitating the implementation process, while remaining alert to the impact and opportunities for the organization as a whole. Such solutions demand creativity, innovation, contemporary methods and technologies, each a part of ESC training for its cadre of consulting experts and their professional approach to every nonprofit engagement. ESC partners with nonprofits to find practical, sustainable solutions solutions that work. MacArthur Arts & Culture Loan Fund The MacArthur Arts & Culture Loan Fund is a customized solution for the ongoing cyclical cash flow challenges faced by many arts and culture nonprofits. ESC administration of this program assures the John D. and Catherine T. MacArthur that the small to mid-sized local arts and culture organizations it supports (either directly or through the MacArthur Arts Funds at the Prince Charitable Trusts and the Richard H. Driehaus ) can apply for securitized loans through one of two currently participating banks. Since the MacArthur Arts & Culture Loan Fund s inception in 2009, 28 organizations have secured or are in the process of securing lines-of-credit or bridge loans, ranging from $30,000 to $100,000 with a total $2.5 million in loans made thus far. Any of the 130+ organizations eligible for the Loan Fund can access the full range of ESC services. COACHING & MENTORING Truly, this has meant our survival. When we first received the loan, the organization was in a terrible situation and without MacArthur guaranteeing that loan; we would have gone under [now] we re feeling good about things and we're making headway we would otherwise have had to close our doors. it was a lifeline. We were short on operating cash at that time, and absent that loan I'm not 100% sure that our doors would still be open. The probability is significantly lower than 100%... It was essential to us in order to hold it together. Yes [like] our employee handbook we didn't have one before ESC and we have one now, and our improved finance reporting. ESC helped us think a different way and ultimately find for ourselves what would work TEAM DEVELOPMENT TRANSITION MANAGEMENT Metropolitan Family Services INTERIM EXECUTIVE DIRECTOR SERVICE STRATEGY STRATEGIC PLANNING Robust New Mission Our ESC consultants conducted multiple focus groups and interviews with stakeholders including donors, board members, program participants and staff and elicited great language and concepts that informed the robust new mission, Building a secure and hopeful today so that children facing health issues and poverty succeed tomorrow. When staff heard the new mission for the first time, they broke into spontaneous applause and cheers. Donors and volunteers say, Now we understand what you do. Thank you, Executive Service Corps! A Practical Roadmap, Not Broad Strokes Cathy Krieger We've operated this revenuegenerating small business for years, so we know the product was sound. But as one of many programs in a large agency, the unique value of this work was just not standing out the way it needed to. Executive Service Corps delivered. They took the time to learn our business, and then brought useful data and insights to bear. They also respected and built upon the expertise of our team, which makes a big difference when it comes to implementation. We needed a road map, not broad strokes. President & CEO Children s Place Association Ric Estrada Broadened Agency Mission, and Children and Families Served President and CEO Metropolitan Family Services Marketing Plan to Grow Employee Assistance Network BUSINESS PLANNING ORGANIZATIONAL ASSESSMENT SOCIAL ENTERPRISE REVENUE GENERATION SOLUTIONS FINANCIAL PLANNING & OPERATIONS HUMAN RESOURCES MANAGEMENT & PERFORMANCE MARKETING & COMMUNICATION VOLUNTEER ASSESSMENT & MANAGEMENT URGENT ACTION CORPORATE CITIZENSHIP CONNECTION BOARD LEADERSHIP FORUMS PEER GROUP & BOARD MENTORING SPECIAL TOPICS FORUMS MacArthur Arts & Culture Loan Fund p6 p7

6 Nonprofit Clients 2014 Corporate Citizenship Connection Arts & Culture About Face Theatre Access Contemporary Music Aurora Cultural Creatives Barrel of Monkeys * Chicago Children's Theatre * Chicago Dramatists * Chicago Human Rhythm Project * Chicago Opera Theater * Chicago Sinfonietta * Chinese Fine Arts Society * ElevArte Community Studio * Emerald City Theatre Intuit: The Center for Intuitive and Outsider Art Light Opera Works * Mississippi Alliance for Arts Education New York State Alliance for Arts Education Nineteenth Century Club Charitable Association Northlight Theatre * Porchlight Music Theatre Redmoon Theater * River North Chicago Dance * Salt Creek Ballet * Street-Level Youth Media * The House Theatre of Chicago * Civic & Community Development Access Living Allstate Insurance ArtServe Michigan Assyrian Universal Alliance * Brighton Park Neighborhood Council * Chatham Business Association DePaul Legal Clinic DuPage Homeownership Center Eighteenth Street Development Corp. Christ Church * Elevate Energy Enlace Chicago Executive Service Corps of Chicago * Far South Community Development Corporation Full Circle Communities Genesis Housing Development Corporation Goldman Sachs 10,000 Small Businesses Program Illinois Conference of United Church of Christ Illinois Housing Council Inner City Muslim Action Network * John D. & Catherine T. MacArthur Landmarks Illinois * Latino Coalition of Lake County Latino Policy Forum * Lincoln Park Conservancy Logan Square Neighborhood Association Inc. * Metropolitan Family Services * National Alliance of Latin American & Caribbean Communities (NALACC) North Shore Exchange Northern Alliance for Immigrants Northern Trust * Northwest Side Housing Center * Plumbing Manufacturers International * Quad Communities Development Corporation (QCDC) Rogers Park Business Alliance * Siragusa * Test Positive Aware Network (TPAN) * The Resurrection Project * UMMA Center (Urban Muslim Minority Alliance) West Humboldt Park Family/Community Development Council Education & Youth Associated Colleges of Illinois * Camp of Dreams Carlson Community Services Centro Romero * Chicago Chess Chicago Help Initiative Chicago High School for the Arts * Cicero Catholic Schools Cool Classics, Inc. El Hogar del Niño * Family Centered Educational Agency Garden of Prayer Youth Center Illinois Safe Schools Alliance Instituto del Progreso Latino * Kennedy Center Alliance for Arts Education Network La Voz Latina * Morton College * MOSAYEC All 7 Most Blessed Trinity Academy * One Hope United * Ravenswood Community Child Care Center Reading In Motion Teach for America, Chicago Tutoring Chicago University of St. Francis Waukegan to College Health & Human Services A New Direction Adoption-Link Apna Ghar (Our Home) Inc. * Arab American Family Services Cambiando Vidas / Access Living * Centers for New Horizons Inc. * Chiari & Syringomyelia, Inc. * Chicago Children's Advocacy Center Chicago Commons * Chicago Dancers United (formerly Dance for Life) Chicago Dental Society Chicago Lying-In Hospital Board of Directors Cure SMA * Depression & Bipolar Support Alliance Erie Neighborhood House * GlobeMed, NFP Health Disparities & Public Policy NU Healthcare Alternative Systems, Inc. * Healthy Families Chicago Jewish Council for Youth Services * Kids Off The Block Latin United Community Housing Association (LUCHA) Mano a Mano Family Resource Center * North West Housing Partnership * Parents for Non-Violence Porchlight Counseling Service Respond Now * Rush Alzheimer's Disease Center Rush NeuroBehavioral Center * Sarah's Circle * Senior Connections TASC, Inc. * Teen Living Programs * Theraplay Institute West Suburban Senior Services Public & Governmental Agencies Chicago Heights Public Library City of Prospect Heights Cook Country Veterans Assistance Commission Decatur Parks Hanover Township * Illinois Dream Fund Commission Streamwood Park District * Villa Park Public Library * Village of Streamwood * The public increasingly expects companies to take an active and responsible role in the community. Executive Service Corps supports the critical role that companies and their leaders play in our collaborative efforts with the Corporate Citizenship Connection. This unique service enhances the effectiveness of corporate executives who serve on nonprofit boards with tools and resources tailored to their needs. A key ingredient of the ESC service is its flexibility based on company needs. Where one company wants a custom onsite Board Leadership Forum for its executives, with case studies, breakouts and peer group networking, governance primer and customized idea book and toolkit, another company prefers one-on-one coaching and mentoring for its executives, with small group one-hour forums on select topics such as Board Recruitment and Onboarding. ESC believes that more effective nonprofit boards lead to better decision-making and nonprofit service and growth. This program is designed to expand the role that corporate executives play in this process and build a reliable pipeline for nonprofit board service. Mike Christ ESC Engagement Manager and Interim Executive Director Coordinator Value to nonprofits and the communities they serve Local nonprofits of all sizes will have better trained, more committed leaders on their Boards. Neighborhoods will benefit by having more nonprofits with greater capacity delivering much needed services for their residents. Individuals in the community will be inspired by the company s community support model toward leadership and service and become engaged in giving back to the community, helping meet the growing needs of the communitities. More effective nonprofit boards lead to better decision making and nonprofit service and growth. Successful nonprofits facilitate workforce development and contribute to a more vibrant cultural and economic environment. * Repeat client p 8 p 9

7 Nonprofit Specialists You Should Know Directors Executive Service Corps is proud to introduce the following consulting experts and coach/mentors, the men and women who led our 2014 consulting engagement teams. Every engagement with a nonprofit is performed by a team that is carefully matched from the lifelong skills and sector expertise of nearly 200 consultants to the nonprofit s needs and market sector Arts & Culture, Civic & Community Development, Health & Human Services, Education & Youth or Public & Government. John P. Anderson Sr Director, Executive Compensation & Vice President, Compensation Strategy, USG Corporation John Anthony Human Resources Director, CIBA Vision Richard Basofin Chief Financial Officer, Turning Point BHCC Mary Beth Berkoff President & Founder, Creative Consortium, Ltd. Gordon F. Bieberle Director, Creative and Printing Services, Columbia College Chicago Mary Jo Bollero Principal, Resource Management Consulting LLC James A. Brandt Vice President & General Manager, Zurn Industries, Marland Clutch Division Paul Brenner Vice President, Baxter International Sherry Brownstein Director of Field Operations, Illinois Division, American Cancer Society Brian C. Chen Chief Technology Officer (CTO), Infocomm Development Authority of Singapore Mike Christ President Tiffany Japan, Tiffany and Joe E. Clark Vice President, Human Resources & Administration, Nutra Sweet/Monsanto John C. Donaker, Jr. President, Johnston & Chapman Co. John F. Farr, Jr. Corporate Vice President, Telcordia Technologies David S. Finch Partner, Altheimer & Gray Evan Freund Executive Director, Advanced Behavioral Care Jacqueline G. Gilbert Director of Education, The Rosenwald School Michael G. Gorman Vice President, Ameritech/ Illinois Bell Linda T. Hamilton Senior Manager, Allstate Insurance Co. David Hawley Director, Federal Public Affairs, Inland Steel Industries Inc. Lawrence Hedblom Managing Director, Springboard Unlimited LLC Victoria Helander-Heiser Director/Assistant Superintendent Human Resources, Northfield Township H.S. District #225 Diane E. Herr Vice President, Lucent Technologies Inc. Brian Horwood Technology Manager, BP-Amoco Bruce L. Jorgensen Vice President, Sales & Marketing & Co-President RMP America, REXAM PLC Craig L. Kaiser Principal, M.V.G. Consulting Kevin Keane Vice President/General Manager, Philips Lighting & Electronics Rhea Keenan Marketing Consultant & Focus Group Moderator, Keenan & Associates George Krafcisin Vice President Health Services, Kemper Insurance Tom Lamb Vice President Finance, AT&T Marcia E. Lazar President, Asset Recoveries International Ltd. John Lenhard Business Unit Manager, Regional Manager, Paslode, a division of Illinois Tool Works Marjorie W. Lundy Vice President/Manager Community Affairs, Northern Trust R. Ernest Mahaffey Co-Founder and President, CBEID.org David Marienthal Middle & High School Art Teacher, Francis Parker School John B. Mayer Director-Operational Competitive Readiness, SBC/Ameritech Geoffrey McClelland Senior Vice President & Director Media Operations, DDB Chicago Lynda M. McKay Director, Talent Management & Executive Search, Campbell & Joseph G. Migely President, Alliance Banking Irving F. Miller Professor Emeritus, University of Illinois at Chicago Douglas W. Nohe Managing Member, Right at Home, LLC Joan A. Parrott-Sheffer Vice President Wrigley Global Supply Chain, Mars Inc. Vincent J. Pellettieri Vice President Retail Specialty Sales, Moen Incorporated Ellard L. Pfaelzer, Jr. Chairman Emeritus, The Bruss Jerry C. Pinney Vice President of Marketing, IGA International Thomas Read President Emeritus, Independent Schools Association of the Central States John H. Rosenheim Chairman, Universal Training Systems Co. Joseph M. Ross President, Hendrickson International Susan Schaffrath Executive Vice President, Product Development, National Geographic School Publishing Jack J. Schindler Vice President, Planning & Business Development, BCS Financial Corporation Frank B. Schnierow Owner/President, Belmor Mfg. Susan Scholten Associate Dean, School of Social Work, Loyola University Donnell J. Schwarz Director, External Affairs, Ameritech International Sandra K. Seim Project Director, Chicago Symphony Orchestra Roberta Steiner Executive Director, Housing Opportunities Maintenance for the Elderly Drew Suss Principal, Catapult Leadership Communications LLC Pauline Taylor Vice President & Director of Shareholder Services, Goldman Sachs William L. Termini Vice President, Domestic and Global Sales,Hinda Inc. Michael A. Thompson Managing Director, Frederic W. Cook & Co. Louise B. Trafelet Executive Director, Project Exploration Judith Tribbett Senior Project Manager, Aetna, Inc. Joan Walsh Director, Senior Manager Development, Citigroup William A. Witkewicz General Manager/President, Pneumatech Inc. Robert Wolf Executive Director, Family Service Sharon J. Woodry Vice President, Human Resources, General Electric Co. Ken Yoshitani President, EME, LLC R. James Young, Jr. Chairman, Allstate Canada Board of Directors Toni S. Smith Chair Mary Jo Bollero Vice Chair James A. Brandt Vice Chair Robert J. Greenebaum, Jr. Secretary & Chair, Audit R. James Young, Jr. Treasurer & Chair, Finance James E. Norman Chair, Governance Daniel E. Weil Chair, Fund Development Richard S. Homer General Counsel Pamela J. Wilcox President & CEO William E. Hay Joel M. Hurwitz Deena John Wendy Kritt Virginia S. Moffat Joseph M. Ross Joan Walsh Jodi Wellman Jill Wine-Banks Professional Staff Pamela J. Wilcox President & CEO pam.wilcox@esc-chicago.org Life Directors Arnold M. Berlin Nelson L. Carter Robert E. Chamberlain Mark Crane Jaqueline Gilbert William P. Hall Edward F. Huskisson Lucile Ish Lawrence E. Klinger John Kroening Muriel N. Lederer Howard C. Morgan Ellard Pfaelzer, Jr. John H. Rosenheim Sam H. Saran Peter R. Sawers Jules N. Stiffel Alan Stone Phyllis Tabachnick Ron Tevonian Jack D. Tovin Robert E. Vanden Bosch Kristina Van Liew Barbara Weller Berthold L. Weller William E. Whitney Dennis A. Zavac Consulting, Volunteer & Training Resources Heather Greenwell Vice President of Consulting heather.greenwell@esc-chicago.org Theresa L. Collins Director of Consulting theresa.collins@esc-chicago.org Yvette Schmidt Director of Volunteer Resources yvette.schmidt@esc-chicago.org Samantha Florey Manager of Training samantha.florey@esc-chicago.org Barrel of Monkeys Finance & Administration Brian Eagan Chief Financial Officer brian.eagan@esc-chicago.org Kathy Anderson Director of Accounting & Office Administration katherine.anderson@esc-chicago.org Steve Albert Manager of Information Systems steven.albert@esc-chicago.org Gloria Davis and Jade Lang Receptionists gloria.davis@esc-chicago.org jade.lang@esc-chicago.org Marketing & Development and Institutional Relations Jo Posselt Vice President of Marketing & Development jo.posselt@esc-chicago.org Cynthia Langston Director of Development cynthia.langston@esc-chicago.org Marie Nielsen Coordinator of Marketing & Development marie.nielsen@esc-chicago.org p 10 p 11

8 Thank You Funding Partners $50,000 and more Anonymous The Searle Funds at The Chicago Community Trust John D. & Catherine T. MacArthur Northern Trust $20,000 to $49,999 Crown Family Philanthropies Polk Bros. $10,000 to $19,999 D & R Fund Davee Deloitte Bowman C. Lingle Trust Elizabeth Morse Charitable Trust Edmond and Alice Opler W.P. & H.B. White $5,000 to $9,999 Anonymous Barbara Beré Helen Brach Barbara and Barre Seid The Siragusa A. Montgomery Ward John A. Hutchings, Richard W. Oloffson and Bank of America N.A., Trustee $2,500 to $4,999 HighTower Advisors Kraft Foods Group Mesirow Financial $1,000 to $2,499 Amsted Industries Blum-Kovler CB Richard Ellis CDW Geraldi Norton MB Financial Charitable Mid-Continent Capital JP Morgan Chase $100 to $999 Illinois Tool Works Jocarno Fund North Star Benefits Individual Donors $10,000 or more Jacqueline & Howard Gilbert Robert & Amy Greenebaum, Jr. Toni S. Smith R. James & Judy Young, Jr. 5,000 to $9,999 Steven Abbey & Pam Brick Mary Jo Bollero & David Crumbaugh Mike Christ William & Margaret Crane Deborah DeHaas Ricardo Estrada Joan Huening Wendy Kritt R. Ernest & Sheila Penrose Mahaffey Virginia Moffat & Sally Weiner James & Kimberly Norman Joseph Ross Paula Sneed Michael Thompson Daniel & Liz Weil Jill Wine-Banks & Michael Banks $2,500 to $4,999 James & Nancy Brandt Robert & Linda Levin Geoffrey & Molly McClelland Joan W. Newman Ellard & Lorna Pfaelzer Carolyn Rusnak Jack & Niki Tovin $1,000 to $2,499 Paul Brenner Jean Broom Mark Crane Ronald & Dolores Daly Robert Delaney Larry Feltes William Hall Jill & Joel Hurwitz John Klaas George Krafcisin Mark J. McCarville William W.N. McLeod Joan Parrott-Sheffer John & Audrey Rosenheim Jules Stiffel Michael Svoboda Phyllis Tabachnick & Robert Friedman Kristina Van Liew & John Boytim Monroe & Loretta Walton Berthold L. & Barbara Weller William & Nancy Whitney Pamela & Robert Wilcox David Winston Eric Young $500 to $999 John Adducci Courtney Berlin Frank & Kathy Burns Joseph & Mary Anne Cappo Richard Clemens Wendy DuBoe Paul Earle & Ellen Rudnick Geraldine Fiedler Scott Filer Nancy & Steve Fuhrman Linda Hamilton David & Dorothy Hawley Brian Horwood & Mary Beth Berkoff William Kesler John & Mary Kroening Tom Lamb Burt & Caryl Lasko Barbara Manny John & Pam Mjoseth Pamela Pound Myron & Susan Rubnitz Donnell & Jeanne Schwarz Michael & Doris Snipes Lucino Sotelo Christine Sullivan Louise & Dean Trafelet James Whitney James & Kathleen Zils ESC 2014 audited financial data will be available on the ESC website at following completion of the audit and approval by the ESC Board of Directors. $250 to $499 G. Marshall Abbey Richard Basofin Suzanne Bettman Sarah Bornstein Mary Jane Brown S. Gordon Dabney Nancy Daigler John & Leigh Donaker Robert Dwyer & Meg Amato Brian Eagan Jennifer Edgcomb John & Jeanne Farr Matthew Gelbin Jerome Green William Hassett Richard & Joyce Heneberry Walter Hoeppner Richard & Judith Homer Doug Imber Marshall Jacobson Douglas James Walter Kerr Eve Kripke Dolores Kunda Marcia Lazar & Alan Amos Federick T. & Teresa F. Leach Marjorie Lundy & Jamie Godshalk David Marienthal John & Shirley Mayer Sean McGuire Lynda McKay Irving & Baila Miller Brad Muth James Ness James O'Connor Gary O Rourke Barbara G. Rizzo Sam Saran Peter Sawers Jack & Judi Schindler Sandra Seim Amy Steinback Alan G. & Joanie Stone Joan Walsh Dennis Zavac & Elizabeth Howland Vicki Znavor $100 to $249 Nancy Abbate Mark Adams Robert Adducci John Anthony Yasmin T. Bates-Brown Ann Beatty Esther & John Benjamin Harold & Sharon Bergen Carol Blindauer H. Constance Bonbrest, M.D. Alvin & Roula Borenstine Joel Bosch Ellen Bowne Mary Brockmiller Andreason Brown Emily Burger Kathleen Candela Carolyn B. & Curtis I. Carlson Jr. Nelson L. & Patricia Carter Robert Chamberlain Melanie Chavin Brian Chen Josie Childs Peter Coburn Joy Decker Roxanne Decyk Teresa A. DiMeo Rita Dragonette Burt DuBoe Edith Falk Jessica Feldman Jeff Fenwick Ermit Finch & Jonni Mikklos Jim Fitzpatrick Jan Flapan William Free Evan Freund Jerry Fuller Charles Gardner Corliss Garner Susan M. Gaud Ben Gerber Derek Gibson Michael Gorman Jane Grady Howard Graening Nancy Greenebaum John Hackett, M.D. Chris Hauri Suzanne Helfrich Harvey Herman Diane Herr & Bill Hall Mary Jo Herseth Vern Hoffenberg Douglas R. Hoffman Ronald & Cynthia Holmberg Pat Hubbard Anita Jenke Craig Kaiser Stephen Keen Joyce J. & John A. Kelly Robert Kornecki Kevin Koy Cathy Krieger Ronald Krol Gregory Kurth Mike Laughlin Phyllis Leach Muriel Lederer John & Phoebe Lenhard Marilyn Lissner Pamela Loewenstein Robert Matthei Sharon McGowan John McKinnon Adrienne Meisel Patsy Mellott A.L. Merritt Carl Monje John & Margaret Montesi Jack M. Neems Ruth Nelson John Nitschke Marie O'Connor Jola Oliver Lyle E. & Joan Olson Annette B. Peck Desiree Pepper-Venzant Hadley Pihl Jerry Pinney Michael Post Juan Prado Semra Prescott Sylvia Puente Jeanie Ramsey Thomas Read Sandra Reese Laurie Richter Jackie & David Rosenheim Julie Rosenheim Deborah Ross Gary Rubenstein Colleen Ryan Roberta Schaffner Susan Schaffrath Charles Schwartz Robert Shakno Joseph Sheils Howard & Lynda Silverman Dennis & Jill Skidmore Charles Smead Frank Smith Joseph Starshak Janet Stone-Manrique John Straub George P. Sullivan, Jr. John Sweeney Dina Tallarico Jay Terry Glenn Torgerson Judith Tribbett John Van Pelt Robert & Nan Vanden Bosch Almarie Wagner Frank Waldeck Frank J. Wall Joseph & Janis Weil James & Davida Weiss Carol Wetmore David Winston William & Mary Witkewicz Antoinette Wright Ken & Izumi Yoshitani In-Kind Donors Mike Christ / Tiffany & Co. DLA Piper Lagunitas Brewing Lake Chapin Shores Northern Trust Prairie Grass Matt Rodgers Shanghai Terrace at The Peninsula Daniel E. Weil In Memoriam Sue Brady Robert J. Fekech Morris Frydman Kenneth E. Long John F. Muldoon Fred L. Pipin Joann S. Rasmussen Ralph W. Rydholm p 12 p 13

9 25 East Washington Street Suite 1500 Chicago, Illinois esc-chicago.org Legacy Corps ESC Legacy Corps members have invested funds over $2,000,000 to ensure ESC s longevity as a consulting resource dedicated to nonprofits and the communities they serve. We invite your interest and questions about how to join them in this special commitment to nonprofit sustainability. For information, contact jo.posselt@esc-chicago.org. Anonymous Arnold M. Berlin Winston C. Black, Jr. Joseph L. Block Mrs. Joseph L. Block James A. Brandt Robert E. Brooker Jean M. Broom Andreason L. Brown Edward A. Bruzewicz Nelson L. (Lin) Carter Robert & Patricia Chamberlain Richard G. Clemens Bill Cosper Mark Crane Surma A. David Bill Drewry E. Stanley & Calista Enlund George and Helen Fanning Charlotte E. Fiechter R. Neal Fulk Mr. and Mrs. Matthew A. Gelbin Jacqueline & Howard Gilbert Jerome S. Gore Lawrence W. Gougler Robert Greenebaum, Sr. William P. Hall Lester Hammar Susan and Bob Houston Bill Ingram Lucile Ish John C. Jadel John C. & Louise S. Jadel Morris A. Kaplan Philip and Ethel Klutznick Mr. & Mrs. Paul J. LaFreniere Charles W. Lake, Jr. Richard Loewenthal William L. & Helen K. Loving Frederick A. Luecker Robert P. Mayo Geoffrey McClelland William W.N. McLeod Howard C. Morgan Jessalyn M. Nicklas Robert and Evelyn Nottelmann Dorethea J. Osbay Claude and Annette Peck Louis J. Pedicini Bill Peters Alice S. Pfaelzer Ellard Pfaelzer, Jr. Joann S. Rasmussen Betty C. Reneker John H. Rosenheim Joseph M. Ross Norman Ross Ralph W. Rydholm Sam H. Saran Mrs. Arthur Sawers Mary & Peter Sawers Frank Schnierow Donald G. & Phyllis H. Schroeter Patricia L. Sharpe Karen A. Sims Linus O. Smith Carl and Barbara Stanley Jules N. Stiffel Alan Stone A. Dean Swift Mrs. Mary Lou Swift The Swift Family Phyllis Tabachnick Richard L. Thomas Kristina Van Liew Robert E. Vanden Bosch Dey W. Watts Barbara & Berthold Weller Bill and Nancy Whitney Robert H. Wilson Arnold Wolff Dennis A. Zavac and C. Elizabeth Howland R. James Young Frank R. & Faye M. Zimmerman Highly demanded services The most demanded services we offered in 2014 were (1) Strategic Planning, (2) Board Development, (3) Revenue Generation/Social Enterprise, and (4) Leadership, Coaching and Team Development. Market sectors targeted We bring our expertise to organizations in Arts & Culture, Education & Youth, Health & Human Services, Public & Government Agencies and Civic & Community Development. Follow us on Facebook, Twitter and LinkedIn 98% Would recommend us Word of mouth is one of our most valuable marketing tools, and our clients are happy to recommend us to their peers. 98% Believe we have had a positive impact Almost all of our clients believe that ESC s work has had a positive impact on their organization s ability to fulfill its mission. 3,000,000 Men, women and children Our client organizations serve more than 3 million men, women and children annually. 200 Consulting volunteers Almost 200 volunteers with sector experience and expertise in their field have been formally trained by ESC in nonprofit practice areas. 20,000 Consulting hours Our consulting volunteers donate 20,000 hours to our nonprofit clients annually. 150 Continuing education & consultant training hours We provide 150 hours of continuing education and training hours each year. 158 Nonprofit and public agencies engaged We average approximately 150 nonprofit and public agency client engagements each year. 85% Chicago-based clients The overwhelming majority of our clients are in the city, with the other 15% in the collar counties.