Envision Consulting - Our Year in Review 2022

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OUR YEAR IN REVIEW 2022

OUR YEAR IN REVIEW 01

In 2022, we had the privilege of working closely with over 85 unique nonprofit clients seeking our partnership across our spectrum of services. Every day, we are grateful for the tireless work you do in the nonprofit sector to improve lives, better the community, and ensure a bright future ahead for all of us

Since founding Envision Consulting in 2011, our firm has had more than 2,000 engagements with nonprofits with operating budgets ranging from $75,000 to $500 million Today we have offices in Los Angeles, New York, and, in 2022, Denver With roughly 60% of our work focused on Executive Search, we bring a unique view to skillsets and experience demanded by today’s leading employers Through our 40% of work, we focus expressly on strategy services, including leadership transition, strategic planning, organizational assessments, board development, as well as strategic partnerships and acquisitions.

What we bring to our clients is a unique understanding of what it takes to catalyze and implement actionable change within nonprofits. Our partners and senior consultants are former executive leaders who have administered county and federal contracts, capacity awards, and operating grants. We have led and implemented strategic plans in partnership with our boards. We have fundraised under the toughest of circumstances

And because we led the development of the Equitable Nonprofit Workplace Report in 2022, Envision possesses a macro view about developing talent and leadership pipelines with exceptional visibility into racial wage gaps, developing inclusive leadership practices, and generational workplace shifts unmatched by any other organization

We look forward to reflecting on 2022 with you in the next pages, and we hope to have the opportunity to partner with you in 2023!

Contact us!
Allison Fuller Managing Partner and Co-Founder Matt
2022 HIGHLIGHTS 01-02 03-04 05-08 09-10 11 THANK YOU TO OUR CLIENTS SEARCH & STRATEGY SERVICES: By the Numbers
LEADERSHIP: Meet some of our placed leaders from this past year
FOR EQUITY IN THE NONPROFIT SECTOR: Introducing our Equitable Nonprofit Workplace Report
CONVERSATIONS & CONTINUED LEARNING 13 14 15 12 CAUSECUPID: Our board matchmaking event returns to Los Angeles NONPROFIT ON THE ROCKS: Seasons 3 & 4 A RECOGNIZED LEADER IN THE SECTOR LET US SUPPORT YOU IN 2023 TABLE OF CONTENTS 02
INSPIRED
STRIVING
CRITICAL

THANK YOU TO ALL OF OUR CLIENTS IN 2022

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02 VISIT ENVISIONNONPROFIT.COM TO SEE ALL OUR CLIENTS

EXECUTIVE & SUPPORTED SEARCH

90%

We recruit from beyond the usual sources, ensuring more than 90% of our Executive Search finalist panels include candidates from underrepresented communities.

57% Women

Of our placed leaders, 57% are women and 43% are men According to recent reports, women make up 45% of executives at nonprofits Women make up only 17% of executives at nonprofits with budgets

Recent reports show that, of nonprofit CEOs and Executive Directors across the country, just 13-20% are BIPOC

Envision was engaged to conduct an extensive search and recruitment process with APCH Board Chair, Gareth Schweitzer, and the search committee This dynamic youth/family/community center serves historic South Central Los Angeles, where primarily BIPOC youth are growing up in poverty and facing entrenched adversities At APCH, youth from 8 -24 years old are empowered to take ownership of the quality and directionoftheirlivesthroughprogramsineducation,arts,well-being,collegescholarshipsandemployment preparation; and are inspired to make a meaningful difference in their community and the world. In the fall of 2022, Norayma Cabot was selected as their new Chief Executive Officer Cabot has over 18 years of experience driving successful organizations with expertise in strategic initiatives, achieving organizational growth,andworkingwithvulnerablecommunities.APCHcelebratesits30thanniversaryin2023.

50 Leadership placements through Executive & Supported Searches 86 Top candidates presented through our Executive Search process 634
INTERVIEW HOURS
GEOGRAPHIC REACH OF OU SEARCH CLIENTS:
14% National & Regional 86% Local EXECUTIV APLACECALLEDHOME:CHIEFEXECUTIVEOFFICER
:
03
37 Strategy clients of various organization sizes, mission areas, and geographies 9 Strategic Planning projects, including plans for implementation STAKEHOLDER INTERVIEWS & FOCUS GROUP SESSIONS: 140 HOURS As a part of Envision's process for conducting strategic planning, organizational assessments, as well as partnership explorations & mergers PARTNERSHIP EXPLORATIONS & MERGERS: 11 9 Partnership Explorations and 2 Merger Implementations BOARD MEETING FACILITATION: 102 HOURS Topics and trainings included board recruiting, governance, fundraising, and more COMMITTEE & WORKGROUP MEETING FACILITATION: 303 HOURS 26 Surveys & survey analyses as a part of the assessment phases of our strategic planning and other services 4 Marketing, fundraising, and program evaluation engagements STRATEGYSERVICEHIGHLIGHT AMERICANIMMIGRATIONCOUNCIL&NEWAMERICANECONOMY MERGERINTEGRATION EnvisionConsultinghadthehonoroffacilitatingthemergerintegrationprocessforAmericanImmigration Council (a bipartisan research and advocacy organization) and New American Economy (a nonpartisan organizationworkingtobuildamorefairandjustimmigrationsystem) Withadeepcommitmenttoscaling theirimpactandchangingthenationalnarrativearoundimmigration,theorganizationsofficiallymergedin Januaryof2022underthenameofAmericanImmigrationCouncil Envisionprovidedprojectmanagement support to ensure the creation of a unified organizational budget and fund development plan, transfer of assetsandobligations,andmostimportantlyguideleaderships’designofpoliciesandpracticesreflectiveof theorganization’svisionandvalues.WefacilitatedthemeetingsandprojectsoftheIntegrationCommittee and four sub-committees over the course of 6 months with great success thanks to their passionate and brilliantstaff Nowasacombinedentity,thenewAmericanImmigrationCouncilextendsthecontinuumof support for immigrants “from arrival to belonging” in addition to having a larger footprint,
networking,anddynamicprogramsandservices. 04 STRATEGY SERVICES
ever-expanding

INSPIRED LEADERSHIP

ANITA QUIÑONEZ GABRIELIAN

Board

CIRIACO "CID" PINEDO

“MAOF’s programs uplift the whole family, serving everyone from infants to seniors. We are thrilled to have Cid Pinedo at the helm, not only for the breadth of experience and perspective he brings but also because he embodies the values, heritage, and history of MAOF "

05
MEET SOME OF OUR PLACED LEADERS
Chair Mexican American Opportunity Foundation CLIENT TESTIMONIAL
& Chief Executive Officer Mexican American Opportunity Foundation
President
& Chief Executive Officer Library Foundation of
President
Los Angeles
The
Executive Director
Unusual Suspects
of Strategic Growth New
Vice President
Horizons
Connections
Director of Programs
for Children

INSPIRED LEADERSHIP

Director

RHODELIZA " RHEA" MORALLOS

CLIENT TESTIMONIAL

Executive Director & CEO Child Neurology Foundation

“We are so excited for Breanna McCormley to join our team at the Child Neurology Foundation Her experience in overseeing major fundraising initiatives at The Leukemia & Lymphoma Society combined with her intricate knowledge of the heath-focused nonprofit industry will position her to build upon and contribute to the fundraising and revenue growth that CNF has seen o

TYLER MYERS

06
OUR
MEET SOME OF
PLACED LEADERS
of Development Child Neurology Foundation
Controller Chrysalis
Executive Director Independent Insurance Agents & Brokers of California
Chief Financial Officer/Chief Operations Officer Wildwood School
Chief Financial Officer The Guidance Center

INSPIRED LEADERSHIP

MEET SOME OF OUR PLACED LEADERS

Chief Executive Officer

A Place Called Home

SARA MORGULIS

Executive Director

Theatre for Young Audiences USA

JONATHAN ZEICHNER

Immediate Past CEO A Place Called Home

“I am extremely pleased that we found someone so wonderful to helm our organization Norayma Cabot is passionate and dedicated with the expertise it takes to lead A Place Called Home into its 4th decade I have so enjoyed getting to know her, and it is an honor to pass her the torch and give her my blessing "

Director of Finance & Operations BuildAbility

NIKKI BUCKSTEAD

Chief Executive Officer Child & Family Center

HECTOR DE LA TORRE

Executive Director Gasol Foundation

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TESTIMONIAL
CLIENT

INSPIRED LEADERSHIP

MEET SOME OF OUR PLACED LEADERS

Chief Financial Officer

The Planetary Society

GABRIEL PIMENTEL

Executive Director

Friendship House

President and CEO

Santa Monica Chamber of Commerce

CLIENT TESTIMONIAL

JENNIFER VAUGHN

Chief Operating Officer

The Planetary Society

“We are thrilled to have Jim join our team at The Planetary Society His leadership and diverse business skills, coupled with his admirable integrity, make him exactly the candidate we were looking and hoping for when we began the search for a new CFO.”

Associate Vice President, Community Education & Health Equity

Alzheimer's Los Angeles

Associate Director of Engagement Pacific Council on International Policy

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INTRODUCING THE EQUITABLE NONPROFIT WORKPLACE REPORT

This year, Envision partnered with the Center for Nonprofit Management to update the popular Compensations and Benefits Report for the nonprofit sector in Southern California The new Equitable Nonprofit Workplace Report includes a deep exploration of the sector’s diversity, equity, and inclusion practices. Informed by more than 500 individual and organizational survey respondents, the Report presents a unique opportunity for nonprofit leaders to:

Find appropriate compensation levels for their organization’s staff and new hires

Find benchmarks by which to evaluate their organization’s Diversity, Equity, and Inclusion (DEI) practices

Identify areas of improvement for organizations and find recommendations for how to get there

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09
SPONSORED BY CLICK TO PURCHASE USING DISCOUNT CODE ENWRHOLIDAY22

The 2022 Equitable Nonprofit Workplace Report (ENWR) features current compensation and benefits data for a broad range of nonprofit jobs in Southern California, insights into the experiences of local nonprofit employees and organizations viewed through an equity lens, and recommendations for strengthening equity throughout your organization’s compensation, benefits, and human resources practices.

FINDINGS IN FOUR KEY AREAS THE GREAT RESHUFFLE COMPENSATION + BENEFITS ADVANCEMENT + PROFESSIONAL DEVELOPMENT REPRESENTATION, LEADERSHIP + DEI NONPROFIT EMPLOYEES ANTICIPATE LEAVING THEIR ORGANIZATION IN THE NEXT 12 MONTHS 3OUTOF10 10
EMPLOYEES RANKED MEDICAL BENEFITS FOR FAMILY AS A MORE DESIRABLE BENEFIT THAN FLEXIBLE WORK SCHEDULES, UNLIMITED PTO, AND PROFESSIONAL DEVELOPMENT ONLY 1 OUT OF 2 EMPLOYERS CAN OFFER THIS BENEFIT. 1OUTOF2

CRITICAL CONVERSATIONS & CONTINUED LEARNING

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In 2022 Envision continued to be a part of critical conversations and continued learning in the nonprofit sector Whether it is leading a workshop on strategic planning, speaking on board governance and mergers, facilitating a discussion among women leaders in fundraising, or lending a recruiter’s perspective on nonprofit leadership development, we are proud to be a part of the nonprofit community and all its amazing people

Emerging Leaders in Philanthropy - Association of Fundraising Professionals - Greater Los Angeles Chapter

Career Development for Fundraisers - Association of Fundraising Professionals - Greater Los Angeles Chapter's 2022 NPD Conference

Measuring Your Mission: An Introduction to Program Evaluation, Theory of Change, and Logic ModelsCalifornia Lutheran's Center for Nonprofit Leadership Aspiring for Equity - California Lutheran's Center for Nonprofit Leadership 2022 Nonprofit Leadership Council

Keys to Strategic Planning - Association of Fundraising Professionals - SFV/SB/Ventura Chapters Reflections as Women in Fundraising & PhilanthropySouthern California Association for Healthcare Development

Colorado Nonprofit Associations - Connecting Colorado 2022

Equitable Nonprofit Workplaces: Perspectives & Possibilities - Center for Nonprofit Management's 501(C)onference

So You Think You Can Governance? The Fundamentals of Nonprofit Board GovernanceEnvision Webinar

Successful Nonprofit Mergers - Ventura County Community Foundation's Coffee and Connections

National Philanthropy Day Colorado 2022Association of Fundraising Professionals - Colorado Chapter

CAUSECUPID The Nonprofit akers

RNED TO MAT IN

CauseCupid saw an exciting return after a long pandemic-driven hiatus, convening nearly 20 nonprofits and three times more board prospects at our event in Los Angeles This popular event resulted in a number of successful matches that is, new board members for our nonprofit participants!

"We're happy to share that RaiseAChild has a new Board member, thanks to the recent CauseCupid event! We are thrilled to have her join us and know she will be an asset!"

Musicals, Inc

"I met several board prospects that I've already followed up with It was a great event and definitely worth the time!!"

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NONPROFIT ON THE ROCKS 13 WE SAT DOWN TO CHAT WITH NONPROFIT LEADERS FROM A VARIETY OF ORGANIZATIONS THIS PAST YEAR Seasons 3 & 4 Click to listen

For every investment employers are willing to make on work schedules and building leadership pipelines, they are also enormously cognizant of workplace dynamics and how the right hire fits into their strategic initiatives, according to Ms Fuller "But because it’s an employee’s market, leaders are scrutinizing their moves just as carefully, and aren’t willing to leave their organizations for a few extra perks," she said "These professionals are seeking meaningful jobs and often that means working for an organization that can demonstrate a real commitment toward DEI through its policies and practices The leaders are out there, and there are matches to be made, but as both

take a long view of what constitutes

placements are simply taking more time and

have to be more diverse."

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Click here for the full article featuring Envision's Co-Founder and Managing Partner, Allison Fuller, on pages 3-4! EXECUTIVE SEARCH REVIEW NONPROFIT RECRUITING ISSUE A RECOGNIZED LEADER IN THE NONPROFIT SECTOR 10 Top Search Firms that Work for Women of Color Women of Color in Fundraising and Philanthropy Envision Ranked in Top 10 60Top Nonprofit Recruiting Firm
Scanlon Envision Ranked in Top 60 "Surging Nonprofit Sector Seeks Senior Leaders"
sides
success,
our pools
Hunt
HOWCANWE SUPPORTYOU IN2023? 15 LET ENVISION CONSULTING BE YOUR PARTNER IN NONPROFIT SEARCH AND STRATEGY Executive Search Supported Search Strategic Planning Board Development & Recruitment Succession Planning & Leadership Transition Nonprofit Partnership Exploration & Mergers Diversity, Equity, & Inclusion Board Retreats Program Evaluation Fundraising Plans Click Here

L O S A N G E L E S

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N E W Y O R K

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D E N V E R

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