Change adds up
Accounting for
Community Collaboration
Today’s Activities
CICSC’s Story
Local
Accounting
Challenges
Our Next Steps
Ask questions as they form.
Communication  Coordination  Collaboration
Communication:
Convening through events like this
Coordination:
Supporting groups that want to get
together
i. Sport 4 Life, Trails Meetings, FaithBased, Community Conversations, etc.
ii. SFU CED Course in Golden
iii. Lunches – GFBS & Social Services
iv. Guest speakers – Jill Zacharias,
Revelstoke SDC
v. Workshops – For you to determine!
Collaboration:
SFU CED Course in Golden: Jun 2013, Dec 2014
GCRS Staff Mtg: Jul 2013
Food Bank et. al.: Jul 14
H&SS: Sep 13
“Spaces” with Nancy Gale: Nov 6
Seniors with Nancy Gale: Nov 7
Age Friendly Community Plan: Many Mtgs. 1 Plan.
COTR/Older Worker Program
H&SS Accounting: Dec 15
Youth Centre: Summer 2014
Collab between GFCS & GCRS
Vital Signs: Summer/Fall
LIG: Fall 2014
Living Wage, Food Recovery, Healthy Brain Lifestyle
H&SS: Nov 2014
CT/CED/GAI Discussions: Winter/Spring 2015
Opportunity to Combine Initiatives
What are we trying to do?
Improve…
- Decision-making
- Resource allocation
- Community Development
What other “wheels” are out there?
- Revelstoke Social Development Coordinator
- Jasper Community Team
- Castlegar Social Development
- Constellation Model
Prototyping on the Two Curves Theory: Community Team & GAI
Notice of end of Tripartite Agreement
GAI HomeSeekers/Migration
& Investment Marketing
Strategy 2011
(June 4, 2012)
GAI Staff Departures
EDSV Committee
GAI
Community
Profiles
ID Lack of Non
Profit
Alignment,
Support (Nov 2010)
End of GAI
Tripartite
Agreement
Vital Signs 2011
GAI Assets,
Building,
Funding
Model,
Awareness
New GAI
Health &
Social
Services
Arts,
Culture,
Heritage
& Events
Sports &
Rec
(Dec 31, 2013)
Trails
Education
Business
Organizat
ions
Seniors
Governm
ent
Adults
Youth
Funders
Child &
Family
CT
Community Team
Vital Signs 2014
The Challenge:
• Sustainable Resources for
coordination of initiatives
• GAI framework has them
CBT CIP/AAP,
CommunityDirected Funds,
etc.
LIG (Nov 1, 2014)
Community Team
Models
Community
Collaboration
Community
Coordination
Age Friendly
Community Plan
(Jul 2014)
SFU CED Course in
Golden (Jun 2013, Dec 2014)
Other
Prototyping on the Two Curves Theory: Systems in a Community
May last for a month
or for generations.
Development 
System of
Influence
System of
Influence
Harvest
I. Name
III. Nourishing
II. Connecting
Time 
I. Name
IV. Illuminating
Future
Opportunity/
Challenge
Today’s Activities
CICSC’s Story
Local
Accounting
Challenges
Our Next Steps
Ask questions as they form.
Central Interior
Community Services Coop
Nancy & Susan’s Story
Working better. Working together.
Today’s Activities
CICSC’s Story
Local
Accounting
Challenges
Our Next Steps
Ask questions as they form.
Local Accounting
Challenges
You. Me. Us. Everyone.
Finance/Accounting
• GCRS, GFCS, GFBS, GWRC, GDCF
• Consolidated statements for 2012, 2011…
– Showed us where funds come from and spent
– Rent, insurance, telecommunications
• What have we done with it?
• Should we build a consolidated ‘anything’ again?
– Income Statement
– Balance Sheet
3. My organization is a:
Response
Chart
Percentage
Count
Charity
8.3%
1
Society
58.3%
7
Business
8.3%
1
Coop
0.0%
0
Other, please specify...
25.0%
3
Total Responses
12
4. My role is:
Response
Chart
Percentage
Count
Chair
16.7%
2
Treasurer
8.3%
1
Executive Director or GM
25.0%
3
Bookkeeper
25.0%
3
Payroll
0.0%
0
Accountant
0.0%
0
Manager
16.7%
2
Frontline Staff
0.0%
0
Volunteer Director
0.0%
0
Other, please specify...
8.3%
1
Total Responses
12
5. Type of role:
Response
Percentage
Percentage
Count
Count
Charity
Volunteer
16.7%
8.3%
21
Society
Contractor
33.3%
58.3%
47
Business staff
Part-time
8.3%
8.3%
11
Coop
Full-time
staff
41.7%
0.0%
50
Total25.0%
Responses
12
3
Total Responses
12
Other, please specify...
Chart
6. Hours you personally per week on accounting/bookkeeping:
• Average: 12.4
• Range: 0 - 40
7. Hours you personally per week on payroll:
• Average: 1.2
• Range: 0 - 4
8. What is the greatest strength of your organization's
accounting/bookkeeping/payroll:
Response
Chart
Percentage
Count
Consistency
9.1%
1
Reliability
9.1%
1
Customizable
9.1%
1
Standard
0.0%
0
System fits our organization
perfectly
27.3%
3
Easy to report to
funders/government
0.0%
0
Easy for our staff & board to
understand
18.2%
2
Great staff
9.1%
1
Great volunteers
18.2%
2
Total Responses
11
9. What is the greatest challenge with your organization's
accounting/bookkeeping/payroll:
Response
Chart
Percentage
Count
Consistency
25.0%
2
Reliability
0.0%
0
Customizable
0.0%
0
Standard
0.0%
0
System doesn't fit our
organization
25.0%
2
Difficult to report to
funders/government
37.5%
3
Difficult for our staff & board
to understand
12.5%
1
Need more qualified staff
0.0%
0
Need more qualified or
engaged volunteers
0.0%
0
Total Responses
8
10. Accounting software used:
Response
Percentage
Count
Simply Acccounting
45.5%
5
AccPac
0.0%
0
Quickbooks
27.3%
3
Sage
9.1%
1
Excel
36.4%
4
Custom solution
0.0%
0
Other, please specify...
45.5%
5
Total Responses
11
Response
Quickbooks Online
POS sytem specific to golf courses
PMO program run through GCRS
QuickBooks Online
QuickBooks Online
Chart
11. Payroll software used:
Response
Percentage
Count
ADP
0.0%
0
Ceridian
9.1%
1
Excel
27.3%
3
Custom solution
0.0%
0
Other, please specify...
72.7%
8
Total Responses
11
Response
no payroll
Quickbooks Online
Sage
paymate - our accountant uses
paymate
Paymate Acclaim
no payroll requirements at this
time
Quickbooks Onlne
QuickBooks Online
Chart
12. Fiscal Year End date:
Response
Percentage
Count
December 31st
33.3%
4
March 31st
33.3%
4
June 30th
0.0%
0
September 30th
8.3%
1
Other, please specify...
25.0%
3
Total Responses
12
Response
Different for each organization
October 31
July 31st
Chart
13. Estimated total annual revenue for 2014:
• Average: $282,304
• Range: $3,630 - $1,300,000
• Total: $2,540,740
Response
60000
648000
82110
1300000
3630
50000
265000
32000
100000
14. Revenue Sources by percentage (%):
Variable
Response
Provincial government
There are 6 response(s) to this question (not exportable to
PowerPoint).
Federal government
There are 6 response(s) to this question (not exportable to
PowerPoint).
Fee for service
There are 8 response(s) to this question (not exportable to
PowerPoint).
BC Gaming
There are 6 response(s) to this question (not exportable to
PowerPoint).
Grants
There are 8 response(s) to this question (not exportable to
PowerPoint).
Donations
There are 8 response(s) to this question (not exportable to
PowerPoint).
Other
There are 4 response(s) to this question (not exportable to
PowerPoint).
15. Describe your reporting requirements:
Response
Chart
Percentage
Count
Hourly
9.1%
1
Daily
27.3%
3
Weekly
18.2%
2
Monthly
63.6%
7
Quarterly
27.3%
3
Annually
36.4%
4
Total Responses
11
16. Do the same people that write proposals, complete final reports?
Response
Chart
Percentage
Count
Yes
33.3%
4
No
25.0%
3
Sometimes
41.7%
5
Total Responses
12
17. Type of Annual Financial Statements produced:
Response
Chart
Percentage
Count
None
40.0%
4
Notice to Reader
20.0%
2
Review Engagement
30.0%
3
Audited FS
20.0%
2
Total Responses
10
18. What is your organization's readiness for change?
• Average: 8.3
• Range: 5 - 10
Response
8
7
8
7
10
8
10
8
8
10
10
5
19. What are you really good at and enjoy doing?
Response
Chart
Percentage
Count
Accounting
41.7%
5
Bookkeeping
41.7%
5
Planning
83.3%
10
Administration
66.7%
8
Strategy
50.0%
6
HR
16.7%
2
Reporting
50.0%
6
Staff development
25.0%
3
Leading
41.7%
5
Following
0.0%
0
Collaborating
50.0%
6
Working independently
66.7%
8
Working in a team
83.3%
10
Design
16.7%
2
Fundraising
8.3%
1
Grant writing
0.0%
0
Total Responses
12
20. What would you rather not do, if given the choice?
Response
Chart
Percentage
Count
Accounting
36.4%
4
Bookkeeping
36.4%
4
Planning
0.0%
0
Administration
0.0%
0
Strategy
0.0%
0
HR
18.2%
2
Reporting
27.3%
3
Staff development
0.0%
0
Leading
0.0%
0
Following
9.1%
1
Collaborating
0.0%
0
Working independently
9.1%
1
Working in a team
0.0%
0
Design
27.3%
3
Fundraising
63.6%
7
Grant writing
45.5%
5
Total Responses
11
Discussion
• What are the opportunities/models?
• Who are the other stakeholders?
• What’s next?
Accounting Alignment Action Plan
Goal & timeline
Actions –What will be done? Who
Requirements – What
will do it?
will be required to meet the
goals and effectively employ
actions?
Indicators of Success
Updates – When, who
Social Service
Alignment
Project
GFCS, GCRS, GFBS, GWRC
making structural changes
to make their service
delivery model better
Specific, local, sector
data
A local model for
service alignment
Sep 2015 – start
process; completed in
2017 (9 mths of
exploration, then
implementation);
Caleb & Christina & 4
NFPs
Arts, Culture &
Heritage
Tami to research/contact
Approval, time,
meeting space/time
Identify opportunities
Sep 2015; Tami
Sports & Rec
(Sports for Life)
Connie to make contact(s)
Meeting space/time
Go/No go
Sep 2015; Connie
EDs &
Bookkeepers
Meetings
Pull together EDs &
bookkeepers to discuss
accounts
ID common items &
unique reporting
needs
Protocol, routing.
Grant-writing
requirements
understood. Budget
prep & reporting is
easier.
Sep 2015; Steph
Today’s Activities
CICSC’s Story
Local
Accounting
Challenges
Our Next Steps
Ask questions as they form.
Change adds up
Accounting for
Community Collaboration