Envision Consulting Annual Report

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OUR YEAR IN REVIEW 2022

OF CONTENTS 01-02 03-04 05-08 09-10 11-12 YEAR IN REVIEW
TABLE
INSPIRED LEADERSHIP Success Stories: Client Testimonials
NONPROFIT
DOING GOOD TOGETHER
INSPIRED LEADERSHIP Meet some of our placed leaders this past year STRIVING FOR EQUITY IN THE
SECTOR:ENWR
15 16 17 13-14 THE RETURN OF CAUSECUPID NONPROFIT ON THE ROCKS: Season 3 & 4 ENVISION NAMED TOP 60 NONPROFIT RECRUITING FIRM ABOUT US 18 DIVERSITY, EQUITY AND INCLUSION 19 BACK COVER

YEAR IN REVIEW

Each year Envision Consulting partners with over 100 nonprofit organizations on search and strategy services such a strategic planning, board development, mergers and strategic partnership exploration and implementation, and more In 2022, we continued to carry out our mission to take nonprofit organizations from good to incredible, helping to develop leaders and organizations to grow, innovate and inspire.

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OVER 1OO NON PROFITS

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INSPIRED LEADERSHIP

SUCCESS STORIES: CLIENT TESTIMONIALS

AMY BRIN

CEO and Executive Director, 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 over the last decade "

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 "

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“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.”

ANITA QUIÑONEZ GABRIELIAN

Board Chair, Mexican American Opportunity Foundation

“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 "

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INSPIRED LEADERSHIP

MEET SOME OF OUR PLACED LEADERS THIS PAST YEAR

STACY LIEBERMAN

President & Chief Executive Officer Library Foundation of Los Angeles

President & Chief Executive Officer Mexican American Opportunity Foundation

SARA MORGULIS

Executive Director ung Audiences USA

RENALDO WILSON

Associate Vice President, Community Education & Health Equity Alzheimer's Los Angeles

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Director of Development Child Neurology Foundation

Chief Financial Officer

The Planetary Society

Director of Programs Connections for Children

Associate Director of Engagement

Pacific Council on International Policy

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INSPIRED LEADERSHIP

MEET SOME OF OUR PLACED LEADERS THIS PAST YEAR

Executive Director Gasol Foundation

NORAYMA CABOT

Chief Executive Officer A Place Called Home

Director of Finance & Operations Buildability

NIKKI BUCKSTEAD

Chief Executive Officer Child & Family Center

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STRIVING FOR EQUITY IN THE NONPROFIT SECTOR

Center for Nonprofit Management (CNM) led to an important update to CNM’s popular Compensations and Benefits report. The new Equitable Nonprofit Workplace report includes a deep exploration of the Southern California nonprofit sector’s Diversity, Equity, and Inclusion practices, recognizing that no discussion of employment practices is complete without viewing those practices through an equity lens

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

Recommendations for strengthening equity throughout your organization’s compensation, benefits, and human resources practices

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SPONSORED BY

THE GREAT RESHUFFLE

While half of the employees we surveyed have no intention of leaving their role or organization, about one-third intend to leave within 12 months At the same time, just under half of participating organizations agreed that they struggle to retain employees Many organizations and employees report that remote and flexible work arrangements have successfully contributed to retention and workplace wellness

COMPENSATION + BENEFITS

With respect to compensation, the racial wage gap persists across organizational budget size, and across employee age categories White employees are making between $5,000 and $20,000 more a year than their Black, Indigenous, and People of Color (BIPOC) peers Additionally, our survey found evidence that the documented gender wage gap among nonprofit executives persists in 2021 (male executives make about $10,000 more per year than their female counterparts across all organizational budget sizes) Many employees expressed feeling that their compensation was not commensurate with their workload, a key factor underlying burnout

ADVANCEMENT + PROFESSIONAL DEVELOPMENT

Approximately one-third of employees in their 20s, 30s, and 40s said they did not understand the criteria for advancement in their organizations, and just over one-third said they would have to leave their current position and employer in order to get a promotion Employees indicated that access to professional development would positively contribute to job satisfaction, which, more than any other factor, predicted an employee’s intention to stay in their current role Fifty-three percent of participating organizations say they pay for staff professional development

REPRESENTATION, LEADERSHIP + DEI

Finally, our survey found that organizational diversity and inclusion are intertwined: employees are more likely to feel valued and included, and more likely to feel positive about their workplace, in organizations that are more racially diverse and that have a greater tangible investment in DEI Analysis of individual survey responses found that Black CEOs – regardless of the diversity of their organizations – are much less likely to feel valued and included at work than their White CEO counterparts Multiracial, Latino/Hispanic and Black employees are less likely to have received a recent wage adjustment than their White and Asian Pacific Islander peers

KEY FINDINGS NONPROFIT EMPLOYEES ANTICIPATE LEAVING THEIR ORGANIZATION IN THE NEXT 12 MONTHS. 3OUTOF10 BY PURCHASING THE ENWR NONPROFIT EMPLOYEES RANKED THIS BENEFIT HIGHER THAN FLEXIBLE WORK SCHEDULES 1IN2 LEARN MORE 10

DOING GOOD, TOGETHER

Seeking an expert from the nonprofit consulting arena to lead a workshop on strategic planning, speak on board governance or mergers, facilitate a discussion among women leaders in fundraising, lend a recruiter’s perspective on nonprofit leadership development and more? We’re always eager to participate Here is just a sampling of how we continued to “do good, together,” in 2022:

Emerging Leaders in Philanthropy - Association of Fundraising ProfessionalsGreater Los Angeles Chapter

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

Measuring Your Mission: An Introduction to Program Evaluation, Theory of Change, and Logic Models - California 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 ProfessionalsSFV/SB/Ventura Chapters

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Reflections as Women in Fundraising & Philanthropy - Southern 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 Governance - Envision Webinar

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

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

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THE RETURN OF CAUSECUPID

PID THE NONPROFIT AKERS

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. Stay tuned for future CauseCupid board

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

"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!"

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NONPROFIT ON THE ROCKS

HostedbyMattKamin

When nonprofit professional and cofounder of Envision Consulting, Matt Kamin, listened to podcasts about the NPO world, he discovered two things: One, he wanted to know more about the people behind the organizations, the inspired leaders and badass do-gooders whose tireless efforts keep things running, especially during times of crises And two, he needed a drink. Something hard to help him get through the often dense and dry content in these podcasts.

Envision Consulting's Nonprofit on the Rocks is a podcast that goes behind the scenes of the organizations and gets real, over drinks, with the people who make them possible Click below or visit our website for all episodes.

CEO of Pathways LA Season 04 | Episode 07

Director of Law Rocks Season 04 | Episode 09

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SEASONS 3 & 4
TAMIKA

ENVISION NAMED TOP 60 NONPROFIT RECRUITING FIRM

From the issue: "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 sides take a long view of what constitutes success, placements are simply taking more time and our pools 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 of the 2022 Hunt Scanlon Nonprofit Recruiting Special Issue! ALLISON FULLER Envision's Co-Founder and Managing Partner ENVISION NAMED TOP 60 NONPROFIT RECRUITING FIRM

ABOUT US

After spending more than 20 years founding and running nonprofit organizations, we are inspired by the power of nonprofits. Great missions, great leaders, and great strategy can make outstanding impact; but only when everything works together That’s why we founded Envision Consulting, an innovative consulting firm that specializes in providing leadership strategy and search solutions exclusively to nonprofit organizations. Our mission is to leverage our experience in the nonprofit sector to positively impact those organizations that change our communities.

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DIVERSITY, EQUITY AND INCLUSION

Doing good isn’t enough

As nonprofit consultants, we ’ ve been paying close attention to the evolving national dialogue around police brutality, Black Lives Matter, and systemic racism But,to be honest, while we ’ ve seen quite a few personal and professional solidarity statements, we don’t see nearly enough honest introspection Us included We keep asking ourselves, what does it means to commit to shared values around Diversity, Equity and Inclusion?

Here’s our view: Being serious about erasing systemic inequities is a marathon, not a sprint, and we ’ re committed to doing our part one engagement, one position, one decision at a time We work internally and externally, across all our engagements and interactions, to make real, meaningful and tangible change. Ending systemic racism is our shared responsibility and it’s just getting started

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INFO@ENVISIONNONPROFIT COM | WWW ENVISIONNONPROFIT COM | 626 714 7577 L O S
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