Meadows Center for Opportunity Inc.

Transcription

1 Meadows Center for Opportunity Inc. nprofit Profile Contact Information nprofit Address Meadows Center for Opportunity Inc S Kelly Ave Edmond, OK Oklahoma County Phone (405) Fax Website Contact Name James Hill Contact [email protected] Alternate Phone At a Glance Organization's type of tax exempt status Former Names Supporting Organization Public Supported Charity NA The Meadows Year Founded 1982 IRS Ruling Year 1982 Registered with the Secretary of State? State Registration Expiration Feb

2 Other ways to donate support, or volunteer Donations are accepted via phone, mail, credit card, or in-kind. Statements Mission Our mission is to provide each person the training and opportunity necessary for that person to realize his or her maximum employment productivity. Background Since 1983, The Meadows Center for Opportunity, Inc. has been a non-profit, 501(c)3, sheltered workshop which provides persons with developmental disabilities the opportunity to work, socialize and focus on a positive future. Employees at The Meadows are involved in a variety of services. For example, employees are responsible for product assembly, packaging, and data destruction. The Meadows is a dream come true. It is the result of many years of planning and assessing the needs of these individuals. The vocational training at The Meadows prepares workers for employment and learning. Some employees will achieve complete independence and self-sufficiency. All will gain increased confidence and self-worth. Our mission is to provide each person the training and opportunity necessary for that person to realize his or her maximum employment productivity. CEO/Executive Director Statement The Meadows Center for Opportunity, Inc. is different from workshops in many other states, because we depend heavily on contracted work and the revenue from that work to maintain operations. We are actually a small business that hires individuals with disabilities. On the average, our workshop s contract revenue (document destruction and packaging) accounts for 65-75% of our revenue, government assistance 20-25%, and the balance from grants, interest from our investments and our annual fundraiser. Because of our dependency on contract revenue, The Meadows readily responds to customer needs relating to quality, security and turn-around time. Jobs performed include; document/media pick-up, delivery of equipment, sorting documents/media for destruction, shredding/destruction, packaging (bagging, shrink wrapping, blister packaging, boxing), assembly (simple to complex), marketing and public relations services (collating, stuffing, and sorting mailings). 70% of our workforce has a developmental disability and they produce high quality results. Area Served Area Served Geographic Area Served Central Oklahoma The Meadows services the state of Oklahoma. Service Categories Primary Organizational Category Secondary Organizational Category Employment/Sheltered Employment Human Services/Developmentally Disabled Services/Centers Programs Sheltered Workshop 2

3 Description Category Since 1983, The Meadows Center for Opportunity, Inc. has been a nonprofit, 501(c)3, sheltered workshop which provides persons with developmental disabilities the opportunity to work, socialize and focus on a positive future. Employees at The Meadows are involved in a variety of services. For example, employees are responsible for product assembly, packaging, and data destruction. The Meadows is a dream come true. It is the result of many years of planning and assessing the needs of these individuals. The vocational training at The Meadows prepares workers for employment and learning. Some employees will achieve complete independence and self-sufficiency. All will gain increased confidence and self-worth. Our mission is to provide each person the training and opportunity necessary for that person to realize his or her maximum employment productivity. Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served Adults Elderly and/or Disabled Program Short-term Success Program Success Monitoring Examples of Program Success Data Destruction Description Category The Meadows will destroy your sensitive and confidential data, microfilm, microfiche, plastic cards, audio and video cassettes, back-up cartridges and magnetic tapes. We can pick up your data or it can dropped off at our location in Edmond, Oklahoma. All of our bins are latched and locked onsite. Our trucks are locked at all times except during loading and unloading. sorting is necessary, no need to remove folders, or notebooks, paper clips or staples. Our team of workers sort on-site. Paper is shredded and baled into 1,300 1,500 lb. bales. These bales are sent nationwide to be reduced to pulp and then recycled as home paper goods, i.e.; napkins, toilet tissue, etc. At the completion of the destruction of data we issue certification to our customers providing them a legal audit trail and verification that their material has been destroyed. Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served People/Families with People of Developmental Disabilities Elderly and/or Disabled Program Short-term Success Program Success Monitoring Examples of Program Success 3

4 Hard Drive Shredding Description Category Worried about how to dispose of your old hard drives and old pharmacy pill bottles? The Meadows now offers a secure hard drive destruction and pill bottle destruction service. Human Services, General/Other Services for Individuals with Disabilities Strategy Population Served Elderly and/or Disabled People/Families with People of Developmental Disabilities Program Short-term Success Program Success Monitoring Examples of Program Success Other Business Services Description Category The Meadows offers a variety of other services to benefit your business. Quality Packaging Shrink Wrapping Parts Packaging Brochure Assembly Manual Collation Envelope Stuffing Promotional Product Mailers Human Services, General/Other Human Services, General/Other Strategy Population Served People/Families with People of Developmental Disabilities Elderly and/or Disabled Program Short-term Success Program Success Monitoring Examples of Program Success Disaster Programs Voluntary Organizations Active in Disaster (VOAD) Member Staff & Management CEO/Executive Director James Hill Start Date Oct [email protected] Senior Staff Name Michael Crawley Title Program Coordinator 4

5 Amanda Greene David Potter Production Coordinator Vice Pres of Operations Staff Information Number of Full-time Staff 58 Number of Part-time Staff 3 Number of Contract Staff 0 Number of Volunteers 0 Staff Retention Rate 94 % Are professional development opportunities provided? Does CEO/Executive Director have formal evaluations? Management Reports to Board? Staff Demographics - Ethnicity African American/Black 9 Caucasian 52 Other 0 0 Staff Demographics - Gender Male 41 Female 21 Organizational Plans Fundraising Plan Policy against commission-based compensation for fundraising consultant Communication Plan Strategic Plan Management Succession Plan Organization Policies and Procedures Continuity of Operations Plan Under Development Under Development Under Development Policies ndiscrimination Policy Whistle Blower Policy Document Destruction Policy Directors and Officers Insurance Policy 5

6 Affiliations Affiliation Year Oklahoma State Use Program 2005 Governance Board Chair Mr. Barney Welch Company Affiliation State of OK Term Dec 2015 to Dec Board of Directors List Current as of Feb 17, 2016 Name Affiliation Status Mr. Randall Calvert Community Volunteer Voting Mr. Joe Cole Retired Voting Mr. Eugene Fielder Community Volunteer Voting Mr. Colin Martin Community Volunteer Voting Mrs. Ann Puffinbarger Retired Voting Ms. Tracy Romano Community Volunteer Voting Mr. Barney Welch Community Volunteer Voting Mr. Buck Whitehead Community Volunteer Voting Ms. Eldona Wright Community Volunteer Voting Board Demographics - Ethnicity Caucasian 9 Other 0 0 Board Demographics - Gender Male 6 Female 3 Governance Information Board Term Lengths Board Term Limits 2 years 3 terms Number of Full Board Meetings Annually 4 Board Meeting Attendance % 95 % Percentage of Board Making Monetary Contributions to the Organization 100 % 6

7 Percentage of Board Making In-Kind Contributions to the Organization Board Orientation Constituency Includes Client Representation Written Board Selection Criteria? Written Conflict of Interest Policy? 75 % Comments on Board & Governance Foundation Staff Comments Board changes occur annually in January. Financials Current Fiscal Year July 01, 2015-June 30,2016 Current Year Budgeted Total Income $1,320,080 Current Year Budgeted Total Expenses $1,260,600 Prior Three Years' Financial History Income and Expenses Total Revenue $1,514,246 $1,269,709 $1,243,315 Total Expenses $1,246,730 $1,285,526 $1,318,767 Revenue Less Expenses $267,516 ($15,817) ($75,452) Income Sources Foundation and Corporation Contributions Government Contributions $318,381 $323,995 $310,269 Federal State $318,381 $323,995 $310,269 Local Unspecified Individual Contributions $32,002 $31,800 $30,870 Indirect Public Support Earned Revenue $1,109,088 $859,372 $846,451 Investment Income, Net of Losses $1,838 $1,924 $3,599 Unrealized Gain/Loss Membership Dues $505 $430 $630 Special Events $52,432 $51,525 $42,157 Revenue In-Kind -- $663 $9,339 Other Expense Allocation 7

8 Program Expense $833,474 $860,653 $917,527 Administration Expense $407,491 $419,000 $395,669 Fundraising Expense $5,765 $5,873 $5,571 Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 67% 67% 70% Fundraising Expense/Contributed Revenue 1% 1% 1% Assets and Liabilities Total Assets $1,885,302 $1,611,094 $1,615,750 Current Assets $303,112 $168,809 $170,256 Long-Term Liabilities Current Liabilities $41,397 $34,705 $23,544 Total Net Assets $1,843,905 $1,285,526 $1,592,206 Short-term Solvency Current Ratio: Current Assets/Current Liabilities Long-term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount Earned Revenue $1,109,088 Earned Revenue $859,372 Earned Revenue $846,451 Second Highest Funding Source & Dollar Govt - State Govt - State Govt - State Amount $318,381 $323,995 $310,269 Third Highest Funding Source & Dollar Amount Special Events $52,432 Special Events $51,525 Special Events $42,157 Endowment and Other Financial Information Endowment? Endowment Value $244, Endowment Spending Policy Endowment Spending Policy Percentage (if selected) Credit line? Rreserve fund? Tax Credits? Percentage 5 % Capital Campaign Currently in a Capital Campaign? 8

9 Campaign Purpose purchasing a tornado shelter and two (2) AC package units Campaign Goal $55, Campaign Dates July 2015 to v 2015 Amount Raised To Date as of Sept 2015 Capital Campaign Anticipated in Next 5 Years? Comments on Financials Foundation Staff Comments All prior year financial information is from audited financial statements. Created Copyright 2016 Oklahoma City Community Foundation 9