RECEIVED
MAR 4 2022
COMMUNITY MERCED CITY COUNCIL
FOUNDATION & CITY MANAGER'S OFFICE
MERCED COUNTY
P.O. Box 3846 Merced, CA 209/201/4113 www.MercedFoundation.org March 4, 2022
City of Merced
678 W. 18th Street
Merced, CA 95340
Attn: Stephanie Dietz, City Manager Re:
Community Funding RFP Response
Introductory Letter
Name: Community Foundation for Merced County (CMC)
Primary Contact: Danny Royer, Board Chair
Mailing Address: PO Box 3846, Merced, CA 95344
Physical Address: 3172 Collins Ave., Suite A, Merced, CA 95348 The Community Foundation for Merced County (CFMC) is a 501(c)3 California nonprofit entity based in Merced, CA. It was established in 2006 and has a $2 million dollar endowment.
Mission: CFC is dedicated to the conservation and care of Merced County.
Goal: The goal of CMC is to leverage partnerships with local donors, non-profits, and community members to create a strong, just, and prosperous future for Merced County.
Objectives: To use its role as a county-wide philanthropic entity to secure donations and grants that provide support to local non-profits and businesses. Over the past 10 years, the Foundation has leveraged it's two million dollar endowment to grant over 3 million dollars in grant and scholarship funding throughout Merced County. The Foundation does this with the following objectives:
• Grantmaking and scholarship allocation activities for Communities Hit Hardest by COVID-19;
• Donor and fund cultivation for Communities Hit Hardest by COVID-19; • Increasing agency capacity to serve Merced County through a continuum of philanthropic activities for Communities Hit Hardest by COVID-19.
Services: CFMC is all too aware of how COVID-19 has impacted Merced. From individual students struggling academically to nonprofits losing funding; there have been unprecedented challenges facing those served by the foundation. This proposal is for the Community Foundation of Merced County (CFMC) to conduct the following services:
• Recover foundation funding lost to COVID-19 ($137K);
• Build staffing capacity and expertise to respond to post COVID-19 philanthropic landscape;
• Map and access emerging needs and priorities among CMC partner throughout Merced County;
• Increase and expand sustainable revenue streams through fund development and grant writing to respond to sequela of post-COVID need; • Attract New Donors and build awareness for Merced County through rebranding and marketing; and
These strategies will allow CMC to builds its capacity towards sustainability and ensure a comprehensive and expansive response to the COVID-19 pandemic that includes improving the quality of life for all residents of Merced County.
We truly appreciate the city getting involved and thank you for the opportunity to submit our response.
bar as
Danny Royer
CFMC, Board Chair
COMMUNITY
FOUNDATION
MERCED COUNTY
Community Funding RFP Responses:
Item 2 - Individual Staff Experience
The CFMC is a board lead volunteer organization that utilizes its board members, staff, and other consultants/non-profits to provide capacity to execute on awarded grants.
Key Staff:
• Danny Royer - CFMC Board Chair
• Danny is a Merced area native that works in the agriculture technology sector. • He has been on the CFMC board for nearly 4 years and has spend the last 2 as board chair.
Danny's role is to manage the implementation of CMC's new CRM program Foundant, and facilitate communication between the many Merced County non- profit and small businesses he has worked with since joining CFMC. • Billie Razzari - CFMC Board Member
Billie has been involved with many organizations during her philanthropic career in Merced including St Lukes Episcopal, Lifeline and Dignity Health Foundation. • Billie has served on the CMC board for nearly 6 years.
Billie's role is to help identify and communicate with area non-profits and small businesses that need assistance.
• Bill Cummings - CFMC Board Member
Bill is a Merced based real estate developer and commercial contractor specializing in the development of community health centers.
Bill is new to the CMC board having joined in early 2021.
Bill's role is to manage and drive the grant writing process, work with our designer Jenn Cole to develop a marketing tool kit for grants and RFPs, and facilitate a rebranding of the CMC entity so that it's brand is consistent with the relevant topics that impact our county.
Bill is involved with a number of different businesses and his staff of 50 are available to CMC as needed. Services include design, due diligence, grant writing, social media and general admin.
• Nancy Netherland - Grant Writer / Consultant
• Nancy is CMC's contract grant writer.
• Nancy's owns and operates Netherland & Associates, a woman and minority owned consulting firm that specializes in helping non-profits throughout the US.
O http://www.nancynetherland.com/
• Nancy's role will be to develop and implement a 12 month grant strategy. • In the last 10 years, she has secured over $125M in grant funding for her clients. • Mark Seivert - Financial Planner / Consultant
• Mark is the owner and operator of Seivert & Associates, a private wealth advisory practice of Ameriprise Financial Services.
COMMUNITY
FOUNDATION
MERCED COUNTY
• Mark was one of CMC's first board members and has been actively involved with the foundations management since the beginning. He is currently an associate member working on the finance sub-committee.
• Mark's role will be to provide overall financial guidance and grant QA/QC.
Cindy Carns - CPA / Consultant
• Cindy is a CPA and partner at Kemper CPA in Merced, CA. • Cindy has been a financial consultant to the board for roughly 5 years and handles monthly financials, taxes and all AP and AR.
• Cindy and her team at Kemper are available to provide financial assistance for grants and CMC partnerships.
• CFMC Administrative Staff
• CMC has a number of part time admin staff that are available to help with the different grant and funding requirements.
Item 3 - Proposed Project and Scope of Services
a) Detailed scope of services describing all services to be provided.
As a philanthropic leader, CMC addresses an array of these needs throughout the county and specific to the city of Merced through the following strategies:
1) Grantmaking and scholarship allocation activities;
2) Donor and fund cultivation; and
3) Serving Merced County through a continuum of philanthropic activities The COVID-19 pandemic impacted the capacity of CMC to serve the community in a number of ways; donor cultivation activity was hampered, the income generated by the endowment decreased, and annual fundraising activities were curtailed. Additionally, efforts by the Board to move the organization from a primarily volunteer organization to a paid professional staff team were delayed.
b) What needs will you address? How will you achieve them? While Merced has many strengths and resources it also has significant unmet needs that range from Health Professional Shortage Areas (HPSA) and areas within the city with up to 57% of the population on Medicaid and up to 75% of children qualifying for free and reduce lunch programs.
The Foundation's activities impact a range of sectors including: Children and youth (education, youth development, sports, and wellness); Public Safety (housing, homelessness, health, etc.); Downtown revitalization; Sustainability strategies for agriculture and natural resources; Crisis response (disaster relief); and other areas of emerging need.
For this grant the Foundation will focus on building its capacity following the impacts of the COVID-19 pandemic on internal operations, finances, and revenue cultivation. In addition to
COMMUNITY
FOUNDATION
MERCED COUNTY
requesting funding to make up revenue shortfalls this funding will be used for the following activities and services.
c) What are the project d) Provide a e) Description of project deliverables activities? project for each phase of your work.
timeline.
Map needs of grant recipients Q1 • Survey of community members and community entities • Map of community needs with
emerging priorities post COVID
Identify strategic response to End of • Report on priorities and current needs and priorities of Q1/Early Q2 responses
grantee and donor
communities
Re-activate donor and Q1-Q3 • Calendar of meetings and
partnership cultivation meeting minutes
activities • Roster of partners
• Increase donations
Establish goals for each of the Q2-Q3 • Goals
three activity areas Development Plan
(endowment, donor advised, • List of target prospects
and scholarship funds) based
on current needs and focal area
Create and implement fund Q1-Q4 • Grants calendar
development plan - Grant submissions
implement grant writing and Donor solicitations
donor cultivation activities Increase in revenue
Refresh the website and Q2-Q3 New website
communication strategies to Communication Plan
reflect current donor New materials based on
cultivation and grantmaking updated branding
activities
Create and implement comms Q3-Q4 • Communication plan
plan to create county materials/processes
wide awareness and
engagement in foundation
activities
Implement plan to hire paid 02-Q3 • Staffing plan
and permanent staff - make Recruitment materials
hires and transfer of • Hiring of permanent staff
institutional memory and
COMMUNITY
FOUNDATION
MERCED COUNTY
resources from volunteers to
paid team members
Continue grantmaking and Q1-Q4 Grants awarded
scholarship allocation programs Scholarships awarded
Number of grant applications
processed
Item 4 - Program Budget
Included in this section are two different budget items.
First, attached is the CMC's profit and loss report for 2020, 2021, as well as a projected profit and loss for 2022 to quantify our losses.
• For 2020, you can see that prior to Covid the CMC was financially healthy and distributing a few hundred thousand dollars a year in donations. • In 2021, we show a loss of $37,000 due to the hardships caused by Covid. • In 2022, we are projecting a loss of $100,000 due to the continued hardships caused by Covid.
The CFMC is requesting that the RFP funds help with the $137k in losses because if we are not able to recoup those funds, we will be taking them out of our operating budget which means less in donations for the community.
Second, attached is a budget for CMC's capacity items. With great tragedy comes great opportunity and CFMC would like to step up and be a larger contributor to the County residents. CMC's goal is to become a sustainable community foundation that serves as a voice for the entire county. As a community foundation with the ability to write grants and solicit subsidies, CFMC is in a unique position where every dollar donated to us represents an opportunity for exponentially more.
Item 5 - References
Please see attached references from local organizations in support of the Community Foundation of Merced County.
COMMUNITY
FOUNDATION
MERCED COUNTY
Community Foundation of Merced County
8:59 AM
Profit & Loss
03/02/22
Accrual Basis January through December 2020
Jan - Dec 20
Ordinary Income/Expense
Income
40100 • Contributed support
40010 • Individ/business contribution 404,887.38
40020 • Foundation/trust grants 16.00
Total 40100 • Contributed support 404,903.38
40150 • Realized Gains -67,791.86
40200 • Unrealized Gains/Losses 1,935.20
41000 • Interest/Dividends 46,994.63
Total Income 386,041.35
Gross Profit 386,041.35
Expense
500000 • General & Admin. Expenses
50500 • Administrative Fees 0.00
50600 • Cell Phone Reimbursement 84.11
54000 • Audit/CPA 5,100.00
60000 - Dues & Subscriptions 50.00
60100 • Insurance - Liability 1,885.00
60200 - Insurance- Workers Compensation 679.00
60400 - Marketing & Advertising 252.40
60500 • Miscellaneous 901.92
Total 500000 • General & Admin. Expenses 8,952.43
55000 • Employment Consultant 4,675.00
60300 - Awards and Grants
60320 • Cash Awards and Grants 65,250.00
Total 60300 • Awards and Grants 65,250.00
60505 • Office Supplies 171.65
61800 • State Tax 10.00
66000 • Payroll Expenses 19,608.32
66500 • Payroll Taxes 1,745.04
Total Expense 100,412.44
Net Ordinary Income 285.628.91
Other Income/Expense
Other Income
9410 • Other Income 51,412.36
Total Other Income 51,412.36
COMMUNITY
FOUNDATION
Community Foundation of Merced County
8:59 AM
Profit & Loss
03/02/22
Accrual Basis January through December 2020
Jan - Dec 20
Net Other Income 51,412.36
Net Income 337,041.27
COMMUNITY
FOUNDATION
MERCED COUNTY
Community Foundation of Merced County
8:59 AM
Profit & Loss
03/02/22
Accrual Basis January through December 2021
Jan - Dec 21
Ordinary Income/Expense
Income
40100 • Contributed support
40010 - Individ/business contribution 45,317.00
Total 40100 • Contributed support 45,317.00
40200 • Unrealized Gains/Losses 97,652.46
41000 • Interest/Dividends 60,797.58
Total Income 203,767.04
Gross Profit 203,767.04
Expense
500000 • General & Admin. Expenses
50600 • Cell Phone Reimbursement 729.67
50700 • Donor software 2,250.00
54000 - Audit/CPA 4,200.00
55500 - Meals 2,220.66
60000 • Dues & Subscriptions 75.00
60100 - Insurance - Liability 2,714.74
60200 • Insurance- Workers Compensation 1,352.00
60400 • Marketing & Advertising 2,529.21
60500 • Miscellaneous 1,405.40
60550 • Networking 145.89
Total 500000 • General & Admin. Expenses 17,622.57
55000 • Employment Consultant 3,350.00
56000 • Giampaoli Garden Expenses 2,300.00
60300 • Awards and Grants
60320 • Cash Awards and Grants 120,419.81
Total 60300 • Awards and Grants 120,419.81
60505 • Office Supplies 860.76
66000 • Payroll Expenses 89.054.17
66500 • Payroll Taxes 7,053.50
Total Expense 240,660.81
Net Ordinary Income -36,893.77
Net Income -36,893.77
COMMUNITY
FOUNDATION
MERCED COUNTY
Community Foundation of Merced County
Profit & Loss
Ordinary Income/Expense
Income January through December 2021
40100 • Contributed support
40010 • Individ/business contribution $ 25,000.00
40020 • Foundation/trust grants 38,000.00
40100 • Contributed support - Other
Total 40100 • Contributed support 63,000.00
40200 • Unrealized Gains/Losses 28,000.00
41000 - Interest/Dividends 65,000.00
Total Income $ 156,000.00
Expense
500000 • General & Admin. Expenses
50600 • Cell Phone $ 500.00
50700 • Donor/financial software 9,450.00
54000 - Audit/CPA 4,200.00
55500 • Meals
60000 - Dues & Subscriptions 150.00
60100 • Insurance - Liability 2,725.00
60200 - Insurance- Workers Compensation 1,500.00
60400 - Marketing & Advertising 2,500.00
Total 500000 • General & Admin. Expenses 21,025.00
5114 • Marketing Consultant 7,000.00
5500 • Grantwriting Consultant 8,250.00
60300 - Awards and Grants
60320 • Cash Awards and Grants 195,000.00
60300 - Awards and Grants - Other
Total 60300 - Awards and Grants 195,000.00
60505 • Office Supplies 500.00
66000 - Payroll Expenses 18,000.00
66500 • Payroll Taxes 1,800.00
66505 • Rent 5,400.00
Total Expense 256,975.00
Net Income (100,975.00)
COMMUNITY
FOUNDATION
MERCED COUNTY
Proposed Budget Detail
APRA Grant Budget
Community Foundation of Merced County
Expense Line Detail/Calculation Total Proposed Expenditures Financial reports and grant monitoring 12,000.00
Accounting
Advertising Marketing toolkit and annual report 7,000.00 Consulting fees for a Needs Mapping Analysis 10,000.00
Consultant
Consultant to perform Grant Writing services 43,000.00
Grant writer
Website and rebranding campaign 75,000.00
Marketing
Executive Director and Administrative support 50,000.00 Payroll
Rent Rent of office space 7,200.00
Software Implementation of Foundant for financial and CRM reporting 10,000.00 214,200.00
Total
COMMUNITY
FOUNDATION
MERCED COUNTY
adventure risk challenge
developing youth literacy and leadership
Board of Directors April 29, 2021
Katie Burns
The Community Foundation of Merced County
Jeff Crow
Attn: Rebecca Duffey
Cathy Farnsworth
PO Box 3846
Chris Inouye Merced, CA 95344
Sergio Nevel
Sarah Parkes To Whom It May Concern:
Fernando Santillan
On behalf of Adventure Risk Challenge, I am providing this letter in support of the Ana Liz Servin-Bancroft
application that the Merced Community Foundation is submitting to the City of Liz Tucker
Merced to support local nonprofit capacity building.
Katie Zanto
The Foundation has contributed over 3 million dollars to local nonprofits and has Executive Director supported multiple community projects. The Community Foundation made a Sarah Cupery Ottley significant impact for Adventure Risk Challenge by providing funding so students can attend our immersive, year-round literacy and leadership programming.
Young Professionals
Board With this capacity-building funding, the Community Foundation will be able to Alexis Angulo enhance nonprofit services to include technical, administrative, development, and Gustavo Garcia networking support through the following program: a Nonprofit Support Lab, Profit with a Purpose. As a result of this funding, the Community Foundation of Merced Yami Gutierrez
County will be better positioned to support the life-giving, life-saving, empowering Jasmine Marquez
nonprofit organizations in our community.
Salvador Meza Lemus
Vera Reyes We strongly recommend funding this project. Please feel free to contact me if you have any questions.
Advisory Council
Jonathan Burton Sincerely,
Ward Fansler Sarah
Eve Giovenco
Sarah Cupery Ottley
Barbara Ilfeld
Executive Director
Reini Jensen
(559) 676-5096
Merrilyne Lundahl [email protected]
Jill Penwarden
Danielle Rees
42433 Buckeye Rd. Oakhurst, CA 93644 559.676.5096
[email protected] www.adventureriskchallenge.org Family 632 West 13th St., Bldg. H
Resource Merced, CA 95341
Every Organization A Success In Their Community (209) 381-5980 Center fax (209) 381-5979
Prevention, Intervention & Support
one family at a time
April 28, 2021
Dennis Haines,
Family Social Services
Supervisor The Community Foundation for Merced County
[email protected] Attn: Rebecca Duffey
Carrie Schallar, PO Box 3846
Parent Resource Merced, CA 95344
Center Specialist
[email protected]
It is with great pleasure that the Merced County Office of Education's Family Resource Center submits this letter in support of the application that the Community Foundation of Merced County (CFMC) is submitting to the City of Merced to support local nonprofit capacity building
CFMC has contributed over 3 million dollars to local nonprofits and has supported multiple community projects. With the funding, CFMC will be able to enhance nonprofit services to include technical, administrative, development, and networking support through the following program: a Nonprofit Support Lab, Profit with a Purpose.
The Family Resource Center has established a supportive working relationship with CMC County over the years. We acknowledge that our mutual goals are to increase the capacity of our nonprofits by delivering the highest quality of support and resources. We continually work together in many issues that will build the capacity of our nonprofits who embrace and support our families in Merced.
We believe that it is imperative that we support the nonprofit services as our nonprofits are a crucial part of the safety net for the many low-income individuals and underserved communities. We are therefore in full support of the Community Foundation of Merced County in their application submission to the City of Merced for grant funding to support nonprofits in need.
Sincerely,
Dennis Haines, Family Social Services Supervisor
Merced County Office of Education
Family Resource Center
Dr. Steve Tietjen, Merced County Superintendent of Schools Merced County Office of Education
Merced County Hispanic Chamber of Commerce
La Cámara de Comercio Hispana del Condado de Merced
Merced
531 West Main Street
County Merced, CA 95340
Hispanic Office: (209) 384-9537
Email: [email protected]
CHAMBER OF COMMERCE www.mercedhcc.com
April 29,2021
Greetings community partner, we are excited to collaborate on providing the community of Merced additional services for their success post pandemic. The mission of the Merced County Hispanic Chamber of Commerce was founded by a group of dedicated leaders in Merced who realize the enormous potential of the Hispanic business community. The Hispanic Chamber was formed so that the needs of this particular community would be well represented through the public and private sector.
In the last 5 years, we have accomplished a network of partnerships that provide not only free business advice through the SBDC, but also successfully partnered with our National and State level Chamber's of Commerce in giving local businesses first hand information as they become available to the small business owners. We also have successfully provided educational programs through the collaboration of Merced College Business Resource Center, to our local business that would include: Educational tax courses for Sole Proprietors, Corporations, and LLC's. California State Labor Laws, and Employer Rights, Social Media Presence, and using Google as a marketing platform.
The MCHCC currently is assisting the City of Merced, California State Hispanic Chamber of Commerce along with our elected officials in providing small business of covid relief funding.
Смин Jugn
Annissa Fragoso, President
Elisa Trevino, Vice President
Ana Davalos, Treasurer
Maida Miranda, Secretary
Elishah Perez, Director
Gil Cardon, Director
Maria Soto, Director
Elizabeth Guzman, Director
Bertha Perez, Director
Abel Guerra, Director
Bryan Jackson, Director
Merced County Hispanic Chamber of Commerce
La Cámara de Comercio Hispana del Condado de Merced
531 West Main Street. Merced, CA 95340
Office: (209) 384-9537 | Email: [email protected]
www.mercedhcc.com
Office Phone: 209.259-8950
Email: [email protected]
Website: lifelinecdc.org
LiteLine
April 28, 2021
Empowering
Neighborhoods
to Thrive
The Community Foundation for Merced County
Attn: Rebecca Duffey
Office Address: PO Box 3846
393 E Donna Dr. Merced, CA 95344
Merced CA 95340
On behalf of LifeLine CDC, I am providing this letter in support of the Mailing Address: application that the Merced Community Foundation is submitting to the City 731 E Yosemite Ave Ste B # 165
of Merced to support local nonprofit capacity building.
Merced CA 95340
The Foundation has contributed over 3 million dollars to local nonprofits and Winton Community Center has supported multiple community projects. The Community Foundation 7081 N Winton Way
Winton CA 95388 made a significant impact LifeLine by providing funding for much needed software to track client services so we could better manage complex grant Meadows Community Center reporting requirements.
3135 Meadows Ave Bld 8 Apt 59
Merced CA 95348 As had conversation about the need to enhance non profit capacity and with this funding, the Foundation will be able to enhance nonprofit services to include technical, administrative, development, and networking support through the following program: a Nonprofit Support Lab, Profit with a Purpose.
We strongly recommend funding this project.
Sincerely,
Monika Grasley
Executive Director
KIDS DISCOVERY STATION
MERCED
The Community Foundation of Merced
Attn: Rebecca Duffey
P.O. Box 3846
Merced, Ca 95344
April 28, 2021
Dear Mrs. Duffey,
It is with great pleasure that the Kids' Discovery Station submits this letter in support of the Merced Community Foundation's application to the City of Merced to support local nonprofit capacity building.
The Foundation has contributed over 3 million dollars to local nonprofits and has supported multiple community projects. The Community Foundation made a significant impact for the Kids Discovery Station being one its early supporters and donating $25,000 to become a Founding Partner of our children's museum.
With the funding from the City, the Foundation will be able to enhance nonprofit services to include technical, administrative, development, and networking support through developing the Nonprofit Support Lab, Profit with a Purpose program.
We strongly recommend that this project is funded. If I can provide any additional information to facilitate your decision, please do not hesitate to contact me at [email protected].
Sincerely,
Mayya Tokman
President of the Board of Directors and Executive Director Kids Discovery Station
350 W. Yosemite ave.
Merced, CA 95340
admingkidsdiscoverystation.org
kidsdiscoverystation.org
facebook.com/KiDSMerced
*kidsdiscoverystation
#kidsmerced