Mission to provide transportation service for seniors.
Three-year-old org, almost completely reliant on government funding.
Served for 6 months. Was “face” or organization at that time.
First ED resigned when notified of loss in government funding, left improprieties. ED was program-oriented, org administrative systems were weak/nonexistent. Toxic staff culture. I joined them having lost 80% of their revenue, with the “founder board” in place, most of whom were long-time community leaders who served in government or served as board members at orgs primarily funded by government.
Conducted Organizational Assessment, Lifecycles Framework. Recommendations to Board for Immediate vs. Long-Term sustainability.
Action Plan: Assess Terrain, Evaluate Admin/Operations/Programs based on ROI, Opportunity Costs.
Engaged in capacity building, handled outstanding HR issues, and terminated staff. Restructured staffing and program for sustainability. Conducted some fundraising.
Learned the org had let their 501c3 status lapse. Handled their problems with the IRS and got them reinstated.
Created org stability, but on a much smaller scale – FT staff down to 1 from 4 ($130K annual operating budget rather than $400K), in addition to paid and volunteer drivers. Always on verge of running out of money.
Offered the Board a growth plan, requiring them to activate themselves as fundraisers.
Engaged M&A initial discovery. Org ineligible for M/A/SP due to contract they signed with a loosely affiliated national org.
Conducted Board Asset-Mapping and Strategic Visioning Sessions to determine next steps.
Midway through tenure, former ED died unexpectedly, so my role then included organizing emergency crisis response (communications to staff/clients, emotional support of staff and other stakeholders), offering of outside mental health assistance, crisis management of org. Sidebar – 2 months after I had a baby by Cesarean delivery!).
Led Board through “next steps” process. Board decided they did not want to become active fundraisers and made the decision to close the organization.
Completed administrative and legal steps to dissolve the organization.
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