Bailes Consulting Services Inc

Transcription

1 Bailes Consulting Services Inc SUMMARY Mission Bailes Consulting Services assists individuals to find their passion and purpose through employment. Contact Information Primary Address 5150 N. Tamiami Trail SARASOTA, FL Alternate Address PO BOX 5571 SARASOTA FL Phone Website Facebook Bailesconsulting Twitter bailesconsultin General Information nprofit Tax Exempt Status Bailes Consulting Services Inc Public Supported Charity Incorporation Year 2015 State Charitable Solicitations Permit Exempt Oct 2019 State Registration June

2 BACKGROUND & NEEDS Impact Statement The organization is one year old. It is providing services on a shoe string budget. The organizations top three goals for the year 2017 include:help over 500 clients obtain pre employment training. Help at least 20 clients receive and maintain employment. Provide at for customers training to individuals who are searching for employment. As of July of 2017 we have achieved half of all of the above goals. Needs Statement We are in need of volunteers for capacity building, marketing engagement, employability skills mentors and trainers as well as board members. We also have financial needs included but not limited to: $50.00 sponsorships for one hour of job coaching weight belts to help with balance and distraction for customers with certain physical barriers. $ for an ipad (We are looking for 20 of these for an employment-based program) $ to purchase pre-placement program material. $ Donor and Customer tracking software Background Statement This organization was founded by Ty and Jennifer Smith. They are passionate about helping others find their passion and purpose in employment. Ty has a disability and so does their son. They founded the organization to be able to support homeless, veterans and others who have a barrier to employment. Many individuals spend on average twelve hours per day around employment-related activities. They believe that it is important for everyone to overcome their barriers and still find their purpose. The board believes that each individual can find and will find their purpose with the help of our organization. Statement from the Board Chair Helping individuals find their passion and purpose thru employment is key to our success. Face it, we spend over half of our life focused on our employment. We need to at least find value in what we do every day. This organization was born out of the idea that we all can contribute something to society. Some people just need a little help to find out what that contribution will be. Take Doug for instance. Doug has Autism. His family moved to Bradenton. They had no family. Doug searched with is parents for over 2 years to find the a job that Doug would enjoy and find purpose. After utilizing the services of this organization he found purpose. Doug says "My purpose is to do the best job I can do hanging the clothes so that I can get my paycheck and hang out with my friends." Statement from the CEO/Executive Director Areas Served FL FL- Charlotte FL- DeSoto FL- Hardee FL- Hillsborough FL- Lee FL- Manatee FL-Pinellas 2

3 FL- Sarasota Serving: Orange, Osceola, Polk, Hardee, Desoto, Highlands, Pinellas, Hillsborough, Hernando, Pasco, Manatee, Sarasota, Palm Beach, Broward, Charlotte, Lee, Collier, Hendry, Glades, Miami-Dade, & Monroe counties. Service Categories Primary Organization Type Secondary Organization Type Tertiary Organization Type Employment Employment Employment 3

4 PROGRAMS Supported Employment Services Description Supported Employment serves people with the most significant disabilities who have not been successful in competitive employment. The program helps individuals become employed in their community by using services such as job coaching and follow-up to promote employment stability. Budget $45, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Employment, General/Other Job Search & Placement Adolescents Only (13-19 years) Adults At-Risk Populations We have been able to provide services to over 250 participants this year. We have been able to place over 15 customers this year into employment programs with a successful program outcome. We are measured by counselor notes and state standards that are set for success. We measure per student ratios served. We also provide career assessments provided to the student. We were able to assist an individual who is quadriplegic to be able to identify graphic design as his passion and purpose. He was able to find self-employment success. He manages his computer with a metallic dot on his forehead. He designs logos and marketing material for different companies in the area. 4

5 Self Advocacy Training Description Self-Advocacy Training is a service designed to prepare individuals on how to better communicate their strengths, abilities, interest, and needs when interviewing with potential employers or applying to trade schools, colleges, or universities. Students who participate in this service learn how to represent themselves and make decisions that affect their lives. Throughout the training, students learn skills that increase confidence and self-esteem while helping them develop a sense of independence and self-empowerment. Budget $25, Category Program Linked to Organizational Strategy Population Served Employment, General/Other Vocational Guidance Adolescents Only (13-19 years) Adults At-Risk Populations Short Term Success We have been able to provide self-advocacy training to over 150 individuals in the surrounding area. This program goal is to ensure an individual can speak for themselves and be able to interview and manage thru everyday issues that may be barriers to success. Long Term Success Program Success Monitoring Program Success Examples All individuals are able to learn self-advocacy skills that will empower them to advance thru everyday life. If these individuals are able to self-advocate for themselves they can be able to improve their own lives. For individuals who are successful in this program at least 75% will be able to identify their barriers and find accommodations to overcome their barriers. This program is monitored by the State of Florida. This program is tracked and measured by case notes, interviews and program tools provided during the training process. Adam is individual who has a behavioral barrier. He wanted to get a job at Publix. He was not able to grasp the application process. He became frustrated and almost gave up on finding a job. Adam went thru our program and was able to identify accommodations for his interview. He was then able to obtain employment with Publix. This is a great example of how a barrier can be removed for an individual. This individual can have a greater impact on society and an equal member of society. Comments Program Comments by Organization Program Comments by Foundation 5

6 MANAGEMENT CEO/Executive Director CEO/Executive Director CEO Executive Director N/A Staff & Volunteer Statistics Full Time Staff 0 Part Time Staff 0 Staff Retention Rate % Professional Development N/A Contractors 7 Volunteers 5 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation N/A N/A N/A Collaborations We currently collaborate with Manasota Goodwill. Our administrative services are located in the building and we provide job connections services for all walk ins seeking pre and post employment services. Comments Management Comments by Organization We are looking to increase management oversight with evaluations. The organization also needs additional processes that will enhance the performance of the organizations. 6

7 GOVERNANCE Board Chair Board Chair John Bonar Company Affiliation Community Volunteer Board Term Jan 2017 to Jan 2019 Board Chair Board Members Name Affiliation Status John Bonar Retired and SCORE member Voting John Donnelly Adjuct Teacher Voting Tyron Smith Manatee County School District Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 3 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 3 Female 0 t Specified 0 Governance Board Term Lengths 2 Board Term Limits 2 Board Orientation Number of Full Board Meetings Annually 3 Board Meeting Attendance % 80 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 80 Percentage of Board Making In-Kind Contributions 100 7

8 Constituency Includes Client Representation Comments Governance Comments by Organization The organization needs a few additional board members. The organization also will need continued development in the areas of governance, accounting, marketing and community education. 8

9 FINANCIALS Current Financial Info Tax Year Begins 2018 Tax Year Ends 2018 Projected Revenue $90, Projected Expenses $89, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $0.00 Spending Policy N/A Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 Anticipate Campaign Within Next 5 Years? IRS Form 990s BCS 990 BCS 990 BCS 990-N Audit/Financial Documents Statement of activity Profit and Loss- to date Financial Statement Solvency Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 0% Historical Financial Review Revenue and Expenses 9

10 Total Revenue $292,762 $101,732 $5,379 Total Expenses $233,486 $95,493 $5,379 Revenue Sources Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $820 $0 $0 Indirect Public Support $0 $0 $0 Earned Revenue $291,942 $101,732 $5,379 Investment Income, Net of Losses $0 $0 $0 Membership Dues $0 $0 $0 Special Events $0 $0 $0 Revenue In-Kind $0 $0 $0 Other $0 $0 $0 Expense Allocation Program Expense $172,743 $95,493 $5,379 Administration Expense $60,743 $0 $0 Fundraising Expense $0 $0 $0 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 74% 100% 100% Fundraising Expense/Contributed Revenue 0% Assets and Liabilities Total Assets $59,276 $0 $0 Current Assets $59,276 $0 $0 Long-Term Liabilities $0 $0 $0 Current Liabilities $0 $0 $0 Total Net Assets $59,276 $0 $0 Top Funding Sources Top Funding Source & Dollar Amount Program Service Revenue $291,942 Program Service Revenue $101,732 Program Service Revenue $5,379 Second Highest Funding Source & Dollar Contributions, gifts, 0 $0 0 $0 Amount grants $820 Third Highest Funding Source & Dollar Amount 0 $0 0 $0 0 $0 Comments Financial Comments by Organization The organization is operated on a fee for service model at this time. We are in need of creating an additional fee for service program and operational funding as we expand services. 10

11 Financial Comments by Foundation Financial information for 2016 taken from unaudited compilation as the organization filed a 990-N. balance sheet information provided. Financial information for 2017 and 2018 taken from the organization's Federal 990- EZ. 11

12 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Whistle Blower Policy Document Destruction Policy Government Licenses Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright