2012 ANNUAL REPORT Reporting Period: January 1, 2011 to December 31, 2011
Community Action Partners a 21st Century Non-profit Bu
tnership of North Alabama ofit Business
The Community Action Partnership of North Alabama, a results-driven non-profit business, is committed to reducing or eliminating the causes and consequences of poverty.
Our Mission 44
We are a unique 21st century hybrid. The Community Action Partnership of North Alabama (commonly known as “the Partnership”) operates completely different from what one might view as a typical non-profit organization or charity. By intentional and strategic design, our organization merges elements of a successful business (such as solid management principles, financial accountability, measurable outcomes, and a willingness to be innovative) with elements of a successful non-profit organization (such as compassion, strong collaborative partners, well-designed programs and a well-trained staff). These factors converge to produce a unique hybrid…the non-profit business…that serves as a catalyst for impacting lives and achieving visible and sustainable change.
55
As a comprehensive and unified Agency, the Vision of Community Action Partnership of North Alabama is to be the premiere and preferred non-profit partner in Alabama.
Our Vision 66
We are a results-driven, non-profit business. Our bottom line is measured by changed lives and improved communities. We are resultsoriented. When we perform well, children gain the educational foundation they need to succeed in school, individuals have a chance to live in decent housing that is safe and affordable, elderly citizens receive nutritious meals and an opportunity to live with dignity, families have an opportunity to purchase their first home and own a piece of the American dream; which ultimately results in the long-term, transformation of whole communities. As a comprehensive and unified agency, our long-term Vision is to be the premiere and preferred non-profit partner in Alabama. The Partnership continues to be successful by applying solid business principles, incorporating best practices, establishing and achieving clear benchmarks and expecting excellence throughout every aspect of the organization.
77
As we publish this inaugural edition of our agency’s
is comprehensive in its offering and broad in its
Annual Report to the Community it is important to
reach. Bigger is not necessarily better, but there
look back and reflect on another year of success in
is some economy of scale in operating as a large
delivering results that have met the needs of families
non-profit. We have trained and capable staff, the
and communities of Alabama. Ours is a special
best use of technology and above average facilities.
calling. As a company with over 500 employees and
As we address the issues of poverty we do so as
the mission of ‘reducing or eliminating the causes
a business. We take our work seriously and we
and consequences of poverty’ our field of operation
certainly take our role as a recipient of federal, state
is large and our task is daunting. The causes of
and local dollars very seriously. In some ways we
poverty are many. Understanding those causes
are more accountable than a normal stockholder
and then dealing with the consequences is a never-
held business. Our ‘investor’ is the tax payer and we
ending battle. The burden on families has increased
will be good stewards of those dollars.
with the stress of a national economic crisis and high unemployment. Communities are struggling due to
Peter Drucker, in his book Managing the Non-
storm-related disasters and shifting populations. In
Profit Organization said that every non-profit
these and in many other ways the Partnership is
should have two traits: 1) A Clear Definable Mission
working to ‘help people and change lives’ as it says
and 2) Measurable Results. As you read through
on our brand.
this Annual Report I believe both will emerge and allow you to see the Community Action Partnership
8
As the largest non-profit in north Alabama and
of North Alabama as the premiere, preferred non-
one of the largest in the State, the Partnership
profit partner. That is our Vision and I believe that
the everyday efforts of our staff, the guidance of our Board and the confidence of our Partners create the success that is summarized in these few pages. As CEO it is very satisfying to serve the Partnership and for me to share with you the great work of our staff and agency. The combined efforts of many will continue to produce results we can all be proud of as we seek to make a difference in the lives of thousands of people every year. If you have questions or comments concerning our Annual Report, contact me at mtubbs@capna.org and I will be glad to respond to you. Best Regards,
Michael Tubbs
Letter from the Chief Executive Officer 99
Your Future Is NOW As early as three years ago we aggressively began
gently explained the purpose of our meeting. He
planning for the future that is NOW. In 2012, we
pointed at Mrs. Davis and said “I want you”, pointed
began implementing a Strategic Plan that is geared
at himself and said, “to stop talking to me.”
towards stretching our staff and Board to their fullest
definitely understood what the words meant. Martin
potential. As your Board Chair, I am committed to
and Mrs. Davis became firm friends and I am glad
Community Action: your preferred non-profit partner.
to report that my nephew graduated from Lawrence
I believe in the mission, the values and the integrity
County High School in 2010 with full honors. I must
of this organization. I have personal knowledge of
give Mrs. Davis partial credit for this minor miracle.
He
the programs, the people, and the positive impact we are making in our community.
I am committed to Community Action because during July 2011, the Energy Assistance Team
10
I am committed to Community Action because
workers held an intake session at Moulton City Hall.
eighteen years ago my Nephew, Martin Walker
My mother, Odessa Brackin, receives $576 social-
was a student at Moulton HeadStart. His teacher
security per month; her utility bill was $257. Thanks
was Mrs. Valencia Davis. I received the call that all
to this program efficiently being administered by
parents dread when she stated, ‘We need to talk
the Partnership, my Mother’s utility bill was paid in
about Martin.’ Along with his Mother, I went to the
full. For her, this was the difference between buying
parent-teacher conference. Mrs. Davis said, “Martin
insulin to live, food to eat or paying to cool her home.
is telling me to shut-up and I don’t think he knows
Once again, the Partnership made the difference by
what that means.” We called him into the room and
paying her utility bill in full.
I am committed to Community Action because in the 1970’s I was a middle school student living in the Oakville Community of Lawrence County. The Meals On Wheels van delivered daily lunches to us during the summer. For me, this program was the difference between being full and being hungry. Today, the Meals On Wheels program is still going strong and is one of our most valued services.
I am committed to Community Action because my Aunt, Hazel Pointer, was a Senior Companion for many years and worked at the Moulton Bill Stewart Center. The stipend she earned was the difference between straining to pay bills and splurging at a few yards sales each month.
I am committed to Community Action because they provided Affordable Housing for my niece who was a teenage mom. She lived in a two-bedroom apartment at East Acres and paid a minimal rental
Letter from the Board chair 11
fee. Today she has a full-time job and is a Morgan County homeowner. I am committed to Community Action because my dear friend, Elsa Fitzgerald, lived in an older home in the Oakville community. She had plastic on all of her windows and towels bundled under the doorways. She received storm windows, caulking, and insulation
through
the
Weatherization
program. This provided a two-fold blessing by lowering her utility bills and providing safe housing.
2012 Board of Directors Our Board of Directors, Leadership Team and Staff are constantly striving for Financial Excellence, Legendary Customer Service, Accountability and Compassion. Members of the Community Action Partnership of North Alabama’s Board of Directors
So when I say that I am committed to Community Action, I mean it. Trust us to continue doing good for our community and surrounding areas. We are the premiere and preferred non-profit partner in Alabama.
truly reflect a cross-section of the community. Board representation in accordance with the Community Services Block Grant Act consists of at least 1/3 community sector representatives (community leaders), up to 1/3 private sector representatives (business leaders) and 1/3 public sector representatives (elected or delegated public officials).
Carolyn Brackin Orr Board Chair
12
Community Sector
Advisors to the Board
Leigh Frances
Lorri Lee
Murphy Brown
Christine Garner
Cleo McDaniel
Todd Russell
Pat Gilbert
Carolyn Brackin Orr
Johnny Turner
Matt Holmes
Legal Counsel to the Board Bruce Gordon
Allen Stover
Paul Lott
Shelly Slate Waters
Bingham Edwards
George Spear
Private Sector Mike Bates
Kim Hood
Annette Crest
Jim Turner
Darris Frost
Michael Tubbs, Chief Executive Officer
Nathan Curry, Information Technology Team Leader
Allison Speegle, Executive Assistant to CEO
Alicia Higginbotham, Director Human Resources
Fred Harvey, Chief Financial Officer
Kim Dodd, Director Children Services
Jack Green, Chief Outcomes Officer
Tamisha Sales, Director Senior Services
Richard Lyons, Community Development Team Leader
Angela Warren, Energy Team Leader
Cindy Anderson, Community Services Team Leader
13
The Five Things that guide our decision making: 1. Model the Way 2. Challenge the Process 3. Inspire a Shared Vision 4. Enable Others 5. Encourage the Heart Taken from The Leadership Challenge, by Jim Kouzes and Barry Posner
The PartnershiP 14
C O M M U N I T Y A C T I O N PA R T N E R S H I P O F N O R T H A L A B A M A , I N C .
“THE PARTNERSHIP” Providing Results in 26 Counties in Alabama
Lauderdale
Limestone
Jackson
Madison
Colbert Franklin
Lawrence
Marion
Winston
Morgan
DeKalb
Marshall
Cullman
Cherokee Etowah
Blount Fayette
Lamar
Walker
St. Clair
Calhoun Cleburne
Jefferson Pickens
Shelby
Coosa
Tallapoosa Chambers
Chilton Perry Autauga
Sumter Dallas Marengo
Elmore
Lee Macon
Montgomery Lowndes
Washington
Butler Monroe
Pike
Barbour
Crenshaw Conecuh
Excambia
Russell
Bullock
Wilcox Clarke
Randolph
Clay
Bibb Hale
Choctaw
Extended Service Area
Talladega
Tuscaloosa
Greene
Primary Community Services Block Grant Service Area
Henry Coffee
Covington
Geneva
Dale
Houston
Mobile Baldwin
Helping People. Changing Lives. • www .capna.org • (256) 355-7843
15
A Journey from Past to Present Incorporated on August 25, 1965 as the Marshall-
Lawrence and Cullman counties. In 1976 the agency
Morgan Community Action Committee and growing
officially became the Morgan-Lawrence Community
out of President Lyndon Johnson’s ‘War on Poverty’,
Action Committee.
this agency joined nearly 1,000 other Community Action Agencies (CAAs) across the U.S. that
By the 80’s the Company had added Senior
emerged on the front lines of this much needed effort.
Programs, Housing Counseling and Transportation
As a part of 21 CAAs in Alabama, the Partnership
to its portfolio of services. Emergency services, self-
has been serving low income, vulnerable seniors
help programs and other basic needs were being
and families to identify needs and meet those needs
addressed in the two county service area.
through innovative and practical means. In the 1990’s significant growth in program impact
16
In the 1970’s Head Start moved from being a summer
and geographic presence was seen as the company
program to a part day/full year program serving
merged its Head Start Program with those in
Morgan and Lawrence Counties. Mr. S. M. Dollar
Cullman, Marion, Winston, Blount, Colbert and
was the first Executive Director, Mary Chambers
Franklin counties. The company became known as
succeeded Mr. Dollar and then Thomas Wood,
the Morgan-Lawrence-Cullman Community Action
III was hired in 1970 to lead the agency. In 1975
Agency. From 1996-2003 the agency contracted
the company added Meals on Wheels in Morgan,
with East Coast Migrant Head Start to provide those
services in Blount County. In 1997 the Partnership
Alabama, Inc. Long-time director Thomas Wood
built Harbor Square in Decatur, its first affordable
retired in 2005 and was succeeded by Michael Tubbs
housing complex created through a public, private
as the agency’s fourth Executive Director. Head
and non-profit partnership.
Start expanded again in 2009 by adding services in DeKalb, Jackson, Cherokee and Marshall counties
From 2001 to the present the agency has continued
in northeast Alabama. The Partnership’s housing
to grow. Early Head Start classrooms were added
portfolio has grown to over 1,500 units across the
in Lawrence, Morgan and Blount counties. In 2002
state, and after a three year process the Partnership
the State of Alabama launched a Pre K initiative and
was chartered in 2011 as one of only 235 national
The Partnership now operates 7 classrooms through
Neighborworks® affiliates.
this program. Weatherization services have been a hallmark of the agency for years and the agency
The company continues ‘to change lives and
now provides these results in six counties (Morgan,
improve communities’ as stated in the Community
Cullman, Lawrence, Marion, Winston and Walker)
Action Promise. The future of the Partnership is
through this energy efficiency, health and safety
more certain due to the strong foundation laid by the
program. The agency again changed its name and
visionary and exemplary leadership of many people
brand to reflect its growing impact and in 2004
in north Alabama over these last 47 years.
became the Community Action Partnership of North 17
2011-2012 Programs, Services and Results
the Alabama Business Charitable Trust fund, Operation Warm, Operation Share and faith-based organizations. RESULTS (Energy Assistance) â—Š 5,466 families were provided with energy assistance â—Š The energy burden was reduced for 1,557 single parents, 2,220 disabled persons and 2,184 seniors. The LIHEAP program provides energy assistance to vulnerable families residing in Cullman, Morgan and Lawrence Counties.
Through direct contact
with income-eligible clients, our staff creates an intervention that keeps energy flowing to the home, reduces the burden of unusually high energy bills and performs energy counseling for families. Awards, Partnership Volunteers Through the Partnership, dedicated volunteers have donated 103,701 hours of service to our community’s most vulnerable citizens; particularly to the elderly and disabled adults. Low Income Home Energy Assistance This program is made possible through a grant from the Alabama Department of Economic and Community Affairs (ADECA), which originated from the U. S. Department of Health and Human Services. Additional funding was received by 18
averaging slightly over $300, are made on behalf of hundreds of clients each year.
measures are conducted on homes at no cost to the homeowner. This work is assessed by our staff, but performed by trained and licensed contractors.
Housing Preservation This program is made possible through a grant from the U.S. Department of Agriculture.
Housing preservation funds are used to help This program is made possible through a grant
stabilize the home and make necessary repairs in
from the Alabama Department of Economic and
cases where the damage or major repair is beyond
Community Affairs (ADECA) that originated from the
the scope of the Weatherization Program.
U. S. Department of Energy.
Weatherization services are provided for residents in Morgan, Cullman, Lawrence, Marion, Winston and Walker Counties. Energy conservation measures are performed on the homes of income-eligible applicants, with priority given to vulnerable seniors
RESULTS ◊ Energy conservation/housing preservation services were provided for 105 families. ◊ Reduced energy consumption was experienced for 105 families ◊ Health problems were eliminated for 76 families. ◊ 105 affordable homes were preserved for local families
with chronic illness and disabilities and families with small children. Reducing air infiltration, insulating the home and performing other energy conservation 19
approach to assess storm-related, unmet-needs of storm survivors. These unmet-needs may include housing, healthcare, mental health and other human resource related needs caused by the April storms. From a results driven, strength-based and selfdetermination approach, this program works with the client to implement a storm recovery plan, advocate for the client’s storm-related unmet-needs and assists them with managing their storm recovery. Recovery victims from the April 2011 storm on Remembrance Day in Phil Campbell, AL
Disaster Case Management The Disaster Case Management program is a $2.44 Million Federal Emergency Management Agency funded program through the Alabama Governor’s Office of Faith-based and Volunteer Service. This grant will allow our agency to serve April 2011
Ribbon cutting for the Housing Resource Center in Phil Campbell, AL
storm survivors in 10 disaster declared counties in
Federal Emergency Management
Alabama and will serve a client base of more than
Assistance (FEMA)
7,500 storm survivors. The Partnership was one of
The Partnership is responsible for funding in Morgan,
only three State of Alabama non-profit agencies to
Cullman and Lawrence Counties directed to us from
be selected from a very competitive process.
FEMA for rent and mortgage assistance and to supplement the LIHEAP funds.
The
primary
purpose
of
the
Disaster
Case
Management Program is to rapidly return individuals and families who have survived the April storms to a state of self-sufficiency or near pre-storm status. The program provides an organized and coordinated 20
RESULTS ◊ 79 families served by the April 27, 2011 tornado ◊ 18 families avoided homelessness ◊ 13 crisis situations stabilized ◊ 61 families had emergency needs met
National Senior Service Corps The purpose of the National Senior Services Corps is to engage persons who are 55 years and older, particularly those with limited incomes, in volunteer service to meet critical community needs and to provide a high quality experience that will enrich the lives of the volunteers. Foster Grandparent Program The Foster Grandparent Program (FGP) is designed Housing Counseling
to accomplish the following goals:
As a recognized housing counseling agency
1. To enable limited income persons age 55 and
through the U. S. Department of Housing and Urban
over to remain physically and mentally active, and
Development (HUD), the Partnership has certified
to enhance their self-esteem through continued
and highly qualified Housing Counselors who are
participation in needed community services.
trained and equipped to deliver first time home
2. To enable children with identified needs to achieve
buyer education, intervene and address the issues
improved physical, mental, emotional and social
of foreclosure and help explain reverse mortgages
development; thereby helping them to reach social,
to qualified homeowners. With the housing and
behavioral, developmental and educational goals.
economic crisis in our service area, these types of
3. To provide a stipend and other benefits which
services are critical and will expand in its scope.
enable eligible persons to participate as Foster
RESULTS ◊ 397 families received housing counseling to help empower potential homebuyers ◊ 29 participants demonstrated an improvement in their financial management skills ◊ 47 families purchased homes ◊ 11 families avoided foreclosure ◊ 289 successfully maintained affordable rental housing ◊ 24 families avoided eviction
Grandparents without cost to themselves. The FGP Coordinator works to place trained and capable senior adults in a school setting to assist in the classroom. This program has activity in all three primary counties.
21
RESULTS ◊ 119 Families served through the Foster Grandparent Program ◊ 119 at-risk elementary school students were served; which led to an improvement in reading skills, math/science skills and study habits.
Senior Companion Program (SCP) The SCP Coordinator places trained and capable senior adults in the homes of clients who need respite
3. Provide a stipend and other benefits which enable eligible persons to participate as Senior Companions without cost to themselves.
RESULTS ◊ 105 families served through the senior companion program ◊ 105 experienced independent living ◊ 105 accomplished simple chores ◊ 105 completed daily tasks
care, light housekeeping or a meal prepared. This program has activity in all three primary counties. 1. Enable limited income persons age 55 and over to remain physically and mentally active and to enhance their self-esteem through continued participation in needed community services. 2. Provide supportive services to adults with physical, mental, emotional or mental health limitations, especially older persons in an effort to achieve and maintain their highest level of independent living. 22
Some of the photography compliments of Rhonda Brackin, Focused on You Photography (Danville, Alabama)
◊ 996 Single parents of pre-school children learned and exhibited improved parenting skills ◊ 7 pregnant mothers improved prenatal health and successfully gave birth to a healthy child.
Head Start/Early Head Start/Pre-K Funding made possible through the Department of Health and Human Services and the State of Alabama Meals On Wheels and More (MOWM) Head Start and Early Head Start is the agency’s
Funding made possible through the United Way, City
largest funded program, and the largest Head Start
of Decatur, Morgan County Commission and local
program in Alabama. These programs provide
contributors.
education and instruction for young children (birth to 5 years) from income eligible families and also serve
In Morgan County, MOWM serves 350 hot meals a
children with disabilities. Early Head Start also offers
day to the door of a vulnerable or shut-in senior adult.
enrollment and services to pregnant women. There
Supported by United Way and local contributions,
is great emphasis placed on producing measurable
the MOWM kitchen staff prepares the meals daily
outcomes for children to ensure they are prepared
and then distributes those with the assistance of
before entering school.
many local volunteers. MOWM does not receive any federal or state funds.
RESULTS ◊ 2,386 pre-school children and their families were served ◊ 2,386 pre-school children obtained age appropriate immunizations, medical and dental care ◊ 2,150 children participated in pre-school activities to develop school readiness skills
RESULTS ◊ 480 families served through meals on wheels ◊ 426 seniors were able to live independently and avoid institutionalization ◊ 480 homebound adults received daily nutritious meals ◊ 480 seniors received a wellness check 23
◊ One 48-unit apartment complex, The Village at Blackwell Farms, is being developed in Jasper, AL.
Affordable Housing Development Our agency is a partner in 30 affordable, multi-family housing developments and two (2) single-family developments across the Southeast. These units are energy efficient and well maintained.
NeighborWorks® America The Community Action Partnership of North Alabama is a Chartered Member of Neighborworks® America.
The most recent development that was built and is now 100% occupied is Harbor Pointe II in Decatur, a 48 unit senior adult apartment complex.
Neighborworks® America creates opportunities for people to improve their lives and strengthen their communities by providing access to homeownership and to safe and affordable rental housing. As a partner
This is not public housing and not HUD housing. It is created through the provision of the Low Income Housing Tax Credit program. Our agency is responsible for creating a public, private and local partnership to build these. In addition to the housing provided, the agency has begun to and will continue to benefit financially from the early investments in this work. RESULTS ◊ Two (2) housing development partnerships are emerging with the City of Montgomery and the City of Decatur. 24
agency, we received funding to support our Housing Development, Re-housing, Housing Counseling and Community Development.
Neighborworks®
coordinates through more than 235 community development organizations working in more than 4,400 urban, suburban and rural communities in all 50 states, Puerto Rico and the District of Columbia. In the last five years Neighborworks® organizations have generated nearly $20 billion in reinvestment in these communities. Neighborworks® America is also the nation’s leading trainer of community development and affordable housing professionals.
Family Development
and established the North Alabama Community
Family Development is a service delivery base of
Partnership Fund, LLC, a wholly owned non-profit,
the Partnership to foster a more robust approach
subsidiary of the Partnership.
to case management and family development for the purpose of moving economically dependent
Foreclosed House in Decatur Renovated and Prepared for Homeowner
families to economic independence. Frontline family workers will be trained under the Cornell University Family Development Credential model. FDC workers will complete 90 hours of interactive classroom instruction and portfolio advisement based Empowerment Skills for Family Workers curriculum; prepare a Skills Portfolio with support of a portfolio advisor; and pass a state credentialing exam. Temple University of Harrisburg, Pa. is the National affiliate that supports the implementation of Family Development offered by the Partnership.
Open House celebration in Decatur of a home that was bought as a foreclosure, renovated and sold to first time homeowner, Jacque Lansdell.
Community Development Financial Institution (CDFI) Fund The Community Development Financial Institution (CDFI) Fund is a product administered through the United States Department of the Treasury that is designed to economically empower America’s underserved
and
distressed
communities
by
promoting economic revitalization and growth, access to capital and community development. In 2007, the Partnership became one of the few
CEO Michael Tubbs, first time homeowner Jacque Landsdell and Richard Lyons (Community Development Team Leader) congratulating Ms. Lansdell on her first home purchase using a loan administered through the CDFI Fund.
non-profit entities within the State of Alabama to create a CDFI Fund. The Partnership developed 25
Program Demographic Report 1/1/2011 - 12/31/2011 Total un-duplicated number of persons about whom one or more characteristics were obtained:
8,367
Gender
Ethnicity/Race
# Of Persons
I. Ethnicity a.) Hispanic or Latino
622
b.) Not Hispanic or Latino
7,678
TOTAL 8,300 II. Race a.) White 6,037 b.) Black or African American
2,090
c.) American Italian & Alaskan Native
28
d.) Asian 4 e.) Native Hawaiian & Other Pacific Islanders
1
f.) Other 49 g.) Multi-Race (any two or more of the above)
158
TOTAL 8,367
# Of Persons
a.) Male
2,853
b.) Female 5,514
Education level of adults (24 yrs or older) # Of Persons
TOTAL 8,367 a.) Grades 0-8 81
Age # Of Persons
2,548
c.) High School/GED 1,701
a.) 0-5 2,386
d.) 12+ Some Post-secondary
24
b.) 6-11 77
e.) 2 or 4 Years of College
1,000
c.) 12-17 1
TOTAL 5,354
d.) 18-23 218 e.) 24-44 2,148 f.) 45-54 1,098 g.) 55-69 1,293 h.) 70+ 1,146 TOTAL 8,367
26
b.) Grades 9-12/Non-graduate
Family Size
# Of Persons
a.) One 2,611
Level of Family Income (% of HHS Guideline)
# Of Persons
b.) Two 1,686 c.) Three 1,496 d.) Four 1,171 e.) Five 227 g.) Six 64 h.) Eight or more
25
TOTAL 7,855
a.) Up to 50% 2,575 b.) 51%-75% 1,694 c.) 76%-100% 1,424 d.) 101%-125% 999 e.) 126%-150% 664 f.) 151%-175% 279 g.) 176%-200% 81 h.) 201%-and over 139
Sources of Family Income
# Of Persons
a.) Unduplicated # of families one or more of income
6,800
b.) Unduplicated # of families reporting zero income 918 c.) TANF 61 d.) SSI 1,259 e.) Social Security 2,830
TOTAL 7,855
Family type
# Of Persons
a.) Own 3,099 b.) Rent
4,259
c.) Homeless 135 d.) Other 272 TOTAL 7,765
f.) Pension 277 g.) General Assistance 11 h.) Unemployment Insurance
380
i.) Employment + Other Sources
520
Housing
# Of Persons
j.) Employment Only 2,374
a.) Single Parent Female
2,348
k.) Other 817
b.) Single Parent Male
136
c.) Two Parent Household
1,262
d.) Single Person 2,377
Other Characteristics
# Of Persons
a.) No Health Insurance
409
e.) Two Adults, No Children
246
f.) Other 1,395 TOTAL 7,764
b.) Disabled 2,510
27
Consolidated Statement of Financial Position
December 31, 2011
“We take our work seriously and we certainly take our role as recipients of federal, state and local dollars very seriously. In some ways we are more accountable than a normal stockholder-held business. Our ‘investor’ is the taxpayer and we will be good stewards of those dollars.” Michael Tubbs
Financial Snapshot 28 28
ASSETS
LIABILITIES AND NET ASSETS Current Assets
current LIabilities
Cash
862,528
Accounts Payable
172,709
Grants Receivable
378,393
Accrued Interest
677,830
Other Accounts Receivable
521,612
Other Accrued Expenses
397,423
Prepaid Expenses
27,714
Deferred Revenue
139,652
TOTAL CURRENT ASSETS
1,790,247
Current Portion of Long-term Debt
305,703
TOTAL CURRENT LIABILITIES
RESTRICTED Assets
1,693,317
Noncurrent LIabilities
Restricted Deposits & Reserves
1,390,943
Tenant Security Deposits
TOTAL RESTRICTED ASSETS
1,390,943
Accumulated Deficit Investment In Partnerships 26,816 Developer Fees Payable
Property & Equipment - net Other Assets
1,084,963
764,008
Long-Term Debt - net
12,575,978
TOTAL NONCURRENT LIABILITIES
13,506,618
Noncurrent Assets Notes Receivable - related parties
139,816
NET ASSETS Unrestricted
17,388,058
28,594,543
Temporarily Restricted
544,990
272,287
TOTAL NET ASSETS
17,933,048
TOTAL LIABILITIES & NET ASSETS
33,132,983
TOTAL NONCURRENT ASSETS
29,951,793
TOTAL ASSETS
33,132,983
29
Letter from OUR Chief financial Officer
FRED HARVEY Where we have been…
In 1989, when I started to work with Community Action Agency of Morgan – Lawrence – Cullman Counties, as it was known then, the total revenue for the year was $3,432,434. We provided services in three counties and had a little over one hundred employees. The agency was struggling with a deficit from prior years and I was told to “cut cost”. We managed to overcome the deficit within the next couple of years, and with cooperative employees and progressive thinking management, we soon began expanding our services to additional counties. Housing development went from one multi-family property in Decatur to many all across the state. Head Start went from three counties to six, then to nine, and continued to grow. Weatherization expanded from three counties to five, and was set to expand even more. The Partnership has been willing to take risk when we saw a need. We have also been willing to discontinue programs when we saw it could jeopardize the business, or the need was no longer there.
30
Corporation for National Service $523,462 2.1% FEMA Emergency Food & Shelter $18,170 0.1%
United Ways $166,220 0.7% Local Public Support $62,935 0.3%
Housing & Urban Development $28,088 0.1% USDA Housing Preservation $24,216 0.1% Weatherization $1,245,490 5.1%
Head Start $12,759,059 52.2%
Low Income Home Energy Assistance $2,719,510 11.1%
Community Services Block Grant $336,451 1.4% Indirect Cost $1,094,122 4.5% Other $338,242 1.4%
Non-Cash Contributions $2,897,866 11.9%
Local Private Contributions $453,091 1.9% Community/Housing Development $133,552 0.5% Alabama Pre-K $265,337 1.1%
State of Alabama - General Fund $40,222 USDA - Child Nutrition 0.2% $1,151,728 NeighborWorks America 4.7% $171,591 0.7%
Revenue Sources Fiscal Year 2011 31
Where we are now‌ 2012. Community Action Partnership of North Alabama has become a major business in North Alabama. We currently have almost 500 employees working in 15 counties across the Tennessee Valley area. Head Start now serves 12 counties; Weatherization 6; and Disaster Case Management serves 10. Our revenue for Fiscal Year 2011 was $24,390,600, with a payroll of over $7.3 million. We have had a hand in the production of over $100 million in affordable housing all over Alabama, in North Carolina, and in South Carolina. Many people do not perceive non-profit social service organizations such as the Partnership as a business. The $24.2 million in expenditures last year were pumped right into the economy of North Alabama. It went to restaurants, clothing stores, grocery stores, car dealers. The list goes on and on. Yes, it is a big business. However, the big difference in our business and any other big business is the transparency. Our annual audits are prepared by a private CPA firm and are available on our website. Our tax returns are available to the general public and published on the internet. We have many financial regulations that do not apply to the average for-profit business. But that is okay. Since 85% of our funds last year came from federal, state, or local governments (tax payer funds); and the majority of the balance came from private donations, we welcome that transparency. The first two words of the Partnership’s Values are Financial Excellence, and that is what we continuously strive to achieve.
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Travel $242,315 1.0% Stipends $341,145 1.4%
Transportation Cost $64,887 0.3%
Space Costs $2,045,920 8.4%
Other Costs $2,964,271 12.2%
Salaries $8,529,811 35.1%
Indirect Cost $1,094,122 4.5%
Direct Services $2,691,499 11.1%
Benefits/Taxes $4,840,643 19.9%
Contract Services $756,862 3.1% Capital Expenditures $17,390 0.1%
Consumable Supplies $731,605 3.0%
Expenditures Fiscal Year 2011 33
Where we are headed‌ Times are changing, and the Partnership must change with the times. We, along with everyone else are concerned about the Federal deficit and the economy. The Partnership is committed to doing our share of operating with tighter budgets. As we anticipate less federal and state dollars, we must look for other funding sources to continue our services for the disadvantaged people in our service area. In our 2011 Strategic Plan we established a goal to secure new business ventures that will produce non-public funds to support the Partnership. Some of these new dollars must come from new partnerships with the business community and other service organizations.
The Board of Directors and the employees of the Partnership are committed to stay the course in fighting the causes of poverty in North Alabama, no matter where future funds may come from. It is truly our vision to be the preferred nonprofit partner in Alabama.
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Medicare $113,060 0.8% Social Security $482,900 3.6%
Workers Comp Insurance $186,863 1.4% Unemployment Insurance $266,045 2.0%
Health Insurance $2,836,711 21.2%
Salaries $8,529,811 63.8% Retirement $955,064 7.1%
Personnel Costs Fiscal Year 2011 35
Community Action Partnership of North Alabama a 21st Century Non-profit Business Central Office 1909 Central Parkway SW Decatur, AL 35601 Phone: 256-355-7843 Website: www.northalabamacommunities.org
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