JLD Application Workshop

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JLDApplication Workshop

• March 11, 2009

2
Welcome

• Agenda
• JLD Overview
• Financial Guidelines
• Placement Requirements
• Research Process Timeline
• Application
• Additional JLD Opportunities
• QA

3
JLD Team

• Evelyn Costolo RD Chair
• Leigh Anne Haugh President Elect
• Jennifer Tobin Finance VP
• Julie Bagley Community VP
• Jana Shackleton Grants Coordinator
• (jana_shackleton_at_jld.net)

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JLD Mission Statement

• The project must further the mission of the JLD,
  which is
• The Junior League of Dallas is an organization
  of women committed to promoting voluntarism,
  developing the potential of women and improving
  the community through effective action and
  leadership of trained volunteers.

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JLD Issue Areas

• Arts Cultural Enrichment
• Education
• Family Preservation
• Health
• Poverty Intervention
• Violence Intervention

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Community Impact

• 120,000 uncompensated hours given to 43
  community agencies
• Over 1 million given to support nonprofits in
  the Dallas community
• JLD members serve on more than 50 boards and
  community coalitions

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JLD Financial Guidelines

• What we look for in Financial Analysis
• Pursuant to Junior League of Dallas RD Financial
  Policies, the following additional documents are
  required in order to process the application
• Letter certifying 501(c)(3) tax-exempt status.
• List of current officers and Board of Directors.
• Certificate of insurance evidencing general
  liability currently in effect as of the date of
  this application.  (If approved, agency will be
  required to name JLD as additional insured by May
  15, 2010.)  If your insurance certificate will
  expire prior to year end, please also forward a
  copy of the renewal when received.
• Audited financial statements for the agencys
  three prior years. Please provide a copy of the
  entire audit including opinion letter,
  statements, and footnotes.  If audited financial
  statements are not available, please submit an
  operating statement and balance sheet for the
  prior three years with an explanation about why
  audited financials are not available.

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JLD Financial Guidelines

• What we look for in Financial Analysis
• (a) Year-to-date actual revenues and expenses
  compared to year-to-date budget and (b) a balance
  sheet for the same period end.
• Annual budget for current fiscal year.
• Prior year actual revenues and expenses (audited
  results, if available) compared to prior year
  budget.
• If there are any special/particular financial
  circumstances you wish to have considered, please
  attach a statement explaining such circumstances.
• Financial Statements should consist of the
  following (i) A balance sheet that details all
  assets, liabilities and net assets.  Net assets
  should reflect the amount of any temporarily or
  permanently restricted funds.  (ii) An income or
  operating statement detailing revenues and
  expenses.  If such revenue and expenses can be
  further broken down into monies received and
  expended for programs, events/fundraising, and
  administrative, it is most helpful, but not
  required.

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JLD at a Glance

• General Demographics
• - Diverse group of women
• - Between the ages of 22 and 50
• - Believe volunteerism makes a difference
• - 78 of Actives are employed outside the home

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JLD Placement Perspective

• Offers day and evening placements, weekend
  placements and concentrated placements.
• Each volunteer must complete 60 hours annually to
  remain active.
• Three hour shifts seem to work best for our
  volunteers, or 20 three-hour shifts.
• Concentrated placement are camps, etc.

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JLD Placement Perspective

• 78 working membership does not night-only
  placements
• Many members sign up for day, weekend, or
  concentrated placements.
• Hours tracked by the JLD Project Chair and/or by
  the agencys volunteer coordinator.
• Agencies are to hold an orientation and training
  prior to commencement of volunteer shifts.

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JLD Placement Perspective

• We do not send money to agencies without sending
  our volunteers.
• Some agencies request 10 or fewer volunteers,
  ideally the request is for more. Can request no
  fewer than 10 volunteers.
• RD evaluates requests for 10 or less volunteers
  and decide if it will make a large enough impact.
• Ex officio seat for JLD representative on
  agencys Board
• JLD volunteers are not to be involved in fund
  raising, medical research, political and/or
  religious activities

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JLD Board Parameters

• The JLD Board of Directors will determine
  Parameters for the RD Committee in July 2009.
• It will include
• Maximum number of projects
• Minimum/maximum number of community volunteers
• Minimum number of volunteers to remain in
  Community Program
• Grant budget
• Additional policy regarding funding guidelines,
  clients served, Issue Area adherence, etc.

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Research Development Considerations

• RD Guidelines
• JLD Board of Directors parameters
• Placement perspective
• RD policies, procedures and bylaws
• Financial review grade
• Agency need
• JLD fit

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RD Process

• March
• Agency Application Workshop
• April
• Facilitator training
• Application deadlineThursday , April 30, 500
  p.m.
• May
• Initial Review to ensure key application criteria
  are met

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RD Process

• June
• Agency Applications assigned to Researchers
• Primary Secondary Researchers visit agencies,
  write reports
• July/August
• Financial Review
• Subcommittees begin meeting to discuss their
  reports
• August
• Subcommittee vote Released agencies notified
• August/September
• Full Committee Update Reports and QA

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RD Process

• NOTE Committee votes separately on volunteers
  and funding. Each component must receive at
  least 75 affirmative vote to pass
• October
• Full Committee reaches consensus on the agencies
  that will comprise the Community Program
• Full Committee reaches consensus on number of
  volunteers for each Agency
• November
• Full Committee reaches consensus on funding
  amounts for each agency

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Application Process

• Deadline for accepting completed JLD Community
  Project Applications is 500 p.m., Thursday,
  April 30, 2009.
• Go to www.jld.net click on requesting our
  support and then Community Project Request (RD)
  for application form.

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Other JLD Assistance Opportunities

• Community Assistance Fund
• Provisional Project

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Community Assistance Fund

• Emergency Funding to agencies that have a
  critical short term need
• Agency must address critical human needs
• Agency faces the possibility of disruption of
  program or service
• Agency has prospects for continued funding
• Agency has an unforeseen need not covered by
  present financial resources
• Funds will make significant impact on the
  agencys clients
• Agencies may receive a maximum of 3,500 over a
  two year funding period

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Provisional Projects

• Trains new members to be effective volunteers
• Must participate in 20 hours of community service
• Each project must support a minimum of 20
  volunteers
• Each project must make an immediate impact to the
  agency
• Project must provide an opportunity to work in a
  group setting
• Application deadline is April 3, 2009

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JLD Community Program

• Questions and Answers