Richmond’s Future Board of Directors
May 8, 2014
Prepared by Darcy S. Oman
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“Nonprofits”
Oddly, a business sector
defined by “what it is not” in
the tax code
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Mission focus for social benefit – to
improve the quality of community life.
Eligible purposes to be exempt from
taxation defined by the tax code.
Entities uses their resources for public
benefit (no private inurement)
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Nationally:
Virginia:
1,538,860 (all classifications)
38,135
26,505
1,824
9,806
(all classifications)
501(c)3 public charities
501(c)3 private charities
all other classifications
Richmond Region: 1420 reporting 501(c)3
charities (revenue ≥ $25K)
IRS Exempt Organization Business
Master File 2013
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Generally, one-third of support comes from
general public (in the form of gifts, grants and
contributions)
Other tests apply if support equals 10% of all
support
Deductions limited for private charities, which
operate exclusively for charitable purposes
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Grants from individuals, institutions and government
agencies
 Contracts for service
 Fees for service and product sales (earned income)
 Membership dues
 In-kind donations
 Shared Services/shared cost arrangements
 Revenue derived from intellectual property
 Investment income
 Equity investments
 Debt financing (loans or loan guarantees)
 Tax credits and exemptions

“Social Economy Policy Forecast
2013,” Lucy Bernholz and Rob
Reich
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Total 2012 Contributions & Grants
$316.23 billion
Individuals 72%
Bequests 7%
Foundations 15%
Corporations 6%
Giving USA 2013
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Generosity: Charitable Giving
% of Income from Contributions*
U.S.
23%
Virginia
32%
Religious, grantmaking
& civic associations
63%
Arts, entertainment,
recreation
Professional &
scientific services
60%
52%
Social assistance
51%
Elementary/secondary
education
21%
14%
Higher education
Ambulatory health care
10%
Nursing & residential
care
Hospitals
9%
1%
0%
10%
20%
30%
40%
50%
60%
70%
% of nonprofit revenue
* Includes private gifts and government grants
Nonprofit Economic Data Bulletin #41
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Generosity:
Virginia on Par with U.S. Average in Contributions per
$1000 of Income*
$35
$32.77
$29.37
Contributions per $1000 of AGI*
$30
$25
$24.76
$24.66
$23.55
$20
$15
$10
$5
$0
*AGI: Adjusted Gross Income
Nonprofit Economic Data Bulletin #41
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Generosity: Foundations
Virginia foundations: 1,824 organizations
$6.9 billion in assets
Foundation assets per $1000 GSP:
Virginia: $16
U.S.:
$37
Virginia vs. U.S. % difference: -57%
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$ 92 B in total
assets
$ 43.3 B in revenues
$ 42.0 B in spending
$11.4 B in wages
and compensation,
generating
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$313 M state income tax
$985 M in federal income
taxes
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6.6% total state
employment
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365,000 workers
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253,113 paid workers
130,073 FTE
volunteers
Nonprofit Economic Data Bulletin
#41
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$9.1 B in total
assets
$5.5 B in revenues
$5.4 B in spending
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5.3% of region’s
total employment
43,478 workers
27,889 paid
workers
15,478 FTE
volunteers
Nonprofit Economic Data Bulletin
#41
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Organizational Size
83%
SMALL
4%
(Rev. < $1 million)
11%
MEDIUM
3%
LARGE
16%
(Rev. $10 m - $49.9m)
VERY LARGE
Organizations
Expenditures
13%
(Rev. $1 m - $9.9m)
1%
68%
(Rev. > $50m)
0%
10%
20%
30%
40%
50%
60%
% of Virginia Nonprofit Total
70%
80%
90%
Nonprofit Economic Data Bulletin
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#41
A Diverse Sector
Religious, grant making
& civic associations
Arts, entertainment,
recreation
7%
Organizations
Expenditures
14%
9%
6%
4%
4%
Other
Ambulatory health
Professional & scientific
services
3%
5%
2%
4%
Nursing & residential
care
Elementary/secondary
education
Higher education
16%
3%
Social assistance
Hospitals
47%
26%
2%
4%
1%
1%
0%
30%
8%
10%
20%
30%
% of State Nonprofit Total
40%
50%
Nonprofit Economic Data Bulletin #41
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2012 Revenue - All Sources $5.5 B
11 entities
10 entities
All others
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47% of region’s revenue ($2.58B) generated by
eleven health related entities:
St. Mary’s Hospital
Virginia Premier Health Plan, Inc.
Bon Secours Memorial Regional Medical Center
MCV Associated Physicians
Medical College of Virginia Foundation
Bon Secours St. Francis Medical Center
American Foundation for Donation &
Transplantation
Bon Secours-Richmond Community Hospital
Sheltering Arms Hospital
Patient Services, Inc.
Caring Voice Coalition
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21% of region’s revenue ($968 M)
generated by top ten non-health related
entities
University of Richmond
ChildFund International USA
Virginia United Methodist Homes, Inc.
Randolph Macon College
Collegiate School
Westminster-Canterbury Corporation
The Community Foundation
Virginia Museum of Fine Arts Foundation
Goodwill Industries of Central Virginia, Inc.
YMCA of Greater Richmond
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CrossOver Ministries
James River Assoc.
Peter Paul
Development Center
Richmond Ballet
St. Joe’s Villa
VA Home for Boys &
Girls
VA Supportive Housing
Revenue $1M - $15 M
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Blue Sky Fund
Chesterfield CASA
Elegba Folklore Society
James House
Latin Ballet of VA
One Voice Chorus
Southside Child
Development Center
VA Voice for the Print
Handicapped
Revenue < $1M
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To learn more:
www.giverichmond.org – searchable data
based and information resource on the
region’s social economy, hosted by The
Community Foundation.
600 organization profiles: governance,
management, finances, programs, impact
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Richmond Region is home to 1.2 million people
(and is projected to grow moderately)
Region is more diverse; Hispanic population
doubled in 10 years
By 2030, 1 in 5 will be 65 or older
Growing income inequality across region
Region’s poverty rate (10%) is growing and
concentrated in the City (22%)
% of children living in poverty in the region has
increased, with 35% of children in the City living in
poverty
Socio-Demographic Trends of
Richmond and its Peer
Metropolitan Areas 9/2011
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Systems level emphasis based on data, best
practices
Regional planning & coordination of
homeless services on broad continuum
Stewards of Region’s 10 Year Plan to Prevent
& End Homelessness (Adopted 2008)
Today, Network of 150+ partners, including
service and housing providers, local and state
government, law enforcement, veterans
advocates, mental health advocates
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A person living in an emergency or transitional
shelter or sleeping in a place not meant for
human habitation.
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NOT: staying with family or friends
NOT: living in motel
NOT: living in crowded or substandard conditions
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16% Decrease in Total Homeless Individuals
9500
9080
9000
2.9%
8816
4.4%
8500
8000
8424
9.5%
7625
7500
7000
6500
2010
2011
2012
2013
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Richmond regional winter count of people experiencing
homelessness (shelters & outside)
2007 - 2014
1200
1150
2014
More
than
20%
decrease
since
peak
1100
1050
Significant
stimulus
1000
950
900
2007
2008
2009
2010
2011
2012
2013
2014
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End veteran homelessness in our region by
December 2015
Continue to invest in successful rapid rehousing programs, especially for families
Reduce the overlap between homelessness &
incarceration
Ensure the stability of the safety net and a
crisis response system
Support coordinated outreach and permanent
supportive housing
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Enhance access to homeless services by
coordinating assessments for housing
interventions
Develop performance measurement &
program monitoring system
Update our regional strategic plan to end
homelessness
Develop governance structure (Continuum of
Care)
Connect to mainstream resources
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Systems level emphasis on data,
best practices and quality to
improve student outcomes.
 Leadership commitments
from corporate and philanthropic
sector, school leadership,
community-based education and
youth development partners
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All RPS middle school students have access to
consistent, high quality after-school experiences
designed to improve academic achievement,
workforce preparedness, and social, emotional and
physical health.
LAUNCHED IN FALL 2013
WHY:
Out-of-school time represent “hours
of opportunity” for quality student
learning and enrichment to improve
students outcomes.
Hours of Opportunity (October
2010)
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OST System: A Working Definition
A coordinated network of organizations and leaders working
together to provide consistent, high-quality, accessible afterschool programs to kids who most need them. Defined by
centralized support for 4 key functions:
– Leadership: convene stakeholders, advocate,
set priorities, plan, support knowledgesharing
– Data/Evidence: map services and
participation, analyze data for decisionmaking, measure and communicate progress
– Quality: set and maintain quality standards,
provide professional development
– Participation: coordinate marketing,
recruitment, transportation and/or
fundraising to increase program attendance
Sources: Metropolitan Educational Research Consortium, Wallace Foundation
MSR 2020 Integrated System
Schools &
Community
Centers
Key features of MSR 2020:
•
•
•
•
•
Student
s
Funders,
Coordinated program delivery
Expanded reach and engagement
Focus on quality improvement
Shared goals, data and metrics
Shared accountability
Program
Providers
Community
Leaders
MSR 2020
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MSR2020:
Site
Support
Prof
Develpmt
Measures
Quality
Standards
Programs
School
Day
Kids
(examples)
Site
Coordination
Youth
Coordination
& Support
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Three essential components of the
distributions channel: Food Bank,
Community Kitchen, Meals on Wheels
207,000 food insecure people in our region
23 meals are estimated to be needed by each
client (family member) per month – 276
meals per year
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FeedMore’s Service Area is extensive – consisting of urban and rural
client communities
Average Food Insecurity:
• USA:
16.4%
• Virginia: 12.7%
• Feedmore:13.6%
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Food Insecurity Rate by County/City
Observations/Comments:
• Cities have significant volume
issues due to density
• Rural areas have high
percentages, yet low volumes
• There are distinctly different
distribution models needed
Average Food Insecurity:
• USA:
16.4%
• Virginia: 12.7%
• Feedmore:13.6%
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City of Richmond by Census Tract
Observations/Comments:
• The needs are obvious and
significant
• The bifurcation of incomes is
evident
Average Food Insecurity:
• USA:
16.4%
• Virginia: 12.7%
• Feedmore:13.6%
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Food Insecure Seniors in our Service Area
Observations/Comments:
• The needs lie in the most
populous geographies
• FeedMore’s service area is
well-placed
• 10,000 people are turning
65 everyday until 2030
• An estimated 4.8 million
seniors nationwide are food
insecure
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Mission:
“Building a healthy community by working collaboratively to ensure
consistent access to and consumption of nutritious food for all.”
Areas of Focus
Food System Localization
Access and Equity
Closing the Hunger Gap
Potential Workstreams
• Hunger Gap
• Food Hub/Produce Aggregation
• Affordability & Access
• Workforce Development
• Education & Health
• Removal of Regulatory Barriers
• Urban Agriculture
• AARP (Age; Health)
• Advocacy
• Community
Guiding Tenets
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•
•
•
When in doubt, be inclusive
“Membership” driven by interest and effort
The whole is greater than the sum of the parts
Amazing what can happen, when you don’t worry
about who’s getting credit
• Anything worth doing is worth measuring
• Efforts will be managed with rigor, process, and
accountability
• Public accountability will drive action and results
• “Super Majority” will determine direction and
decisions
• Leadership will be unbiased, facilitative, and
service oriented
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Our region’s Social Economy is a powerful engine
for community good and quality of life
Recommendations to achieve greater impact:
(1) Consistently invite the sector’s perspective, experience
and knowledge to decision-making tables
(2) Improve the sector’s visibility in the media, in policy
councils, within the business community
(3) Boost giving, volunteerism and growth of permanent
philanthropic capital in the region
(4) Invest in building nonprofit capacity to strengthen the
sector
(5) Strengthen the sector’s partnership with government
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www.giverichmond.org (local data)
http://nccsweb.urban.org
www.irs.gov/Charities-&-Non-Profits
www.wallacefoundation.org
Giving USA™ Highlights 2013
Hours of Opportunity by Susan J. Bodilly, Jennifer Sloan McCombs et al,
published by the RAND Corporation (October 2010)
IRS Exempt Organization Business Master File 2013 (entity level data
on assets and revenues)
Nonprofit Economic Data Bulliten #41 Virginia’s Nonprofit Sector
Shaping the Economic, Cultural and Social Landscape November 2012
A joint report of the Johns Hopkins Center for Civil Society Studies, The
Community Foundation Serving Richmond and Central Virginia and
Virginia Commonwealth University
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Nonprofit Finance Fund 2014 State of the Sector
“Social Economy Policy Forecast 2013,” Lucy Bernholz and Rob
Reich
Socio-Demographic Trends of Richmond and Its Peer Metropolitan
Areas prepared for Richmond’ Future September 2011
Additional contributions from
FEEDMORE
www.feedmore.org
HOMEWARD www.homewardva.org
MIDDLE SCHOOL RENAISSANCE 2020
http://www.tcfrichmond.org/learn/communitypartnerships/middle-school-renaissance-2020/
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