b1 survival of the fittest - tools for tough times
DESCRIPTION
During tough economic times nonprofit housing organizations may feel squeezed between rising demands and falling resources. In order to survive, and thrive, your organization must be proactive in assessing and accepting the new economic reality and seek new opportunities wherever they may arise. Join us as we discuss how nonprofits can realign – from scaling back programs, to partnering with other agencies, to merging organizations. We’ll address a variety of approaches for nonprofit housing organizations of all shapes and sizes.TRANSCRIPT
PETER CAREY, MODERATOR
JOYCE BARR, PRESENTER
ROZANN DOWNING, PRESENTER
CHRISTOPHER SANCHEZ, PRESENTER
Survival of the Fittest: Tools for Tough Times
2 0 1 2 N AT I O N A L R U R A L H O U S I N G C O N F E R E N C E
Survival of the Fittest
Self-Help Enterprises and HACOver 40 years of partnership and progress
National Rural Housing Conference 2012
Incorporated in 1965…SHE is the oldest mutual self-help housing organization in the nation.
Mission: To improve the living conditions of the low-income families of California’s San Joaquin Valley.
SHE Service Area
If the San Joaquin Valley were a state…
The San Joaquin Valley is larger in area than ten states (over 27,000 square miles in the 8 county SHE service area).
The San Joaquin Valley would rank 31st in population, exceeding 20 states.
Sustainable Communities
Self-Help Enterprises and the San Joaquin ValleyOver 45 years of partnership and progress
The “Other” California
• High Unemployment
• Agriculture based economy
• Substandard Living Conditions
• Lack of Infrastructure
• Low Education
• Health Issues
Challenges
Expanding Capital Investment
Homeownership, Rental, Rehab, Repair
InfrastructureCommunity Development (Water and Wastewater)
.
Single Family – Mutual Self-Help
Farmworker and Family Rental Housing
And then the Recession HitWe were facing:
Funding at Risk Real Estate collapse Reduced local government resources Wary Lenders Lack of support Lack in Interest
And we were: Over-invested in land Over-staffed Over-optimistic
When the tide goes out…..
Learning to look at things differently
Getting Real, Real Fast
“Not everything that is faced can be changed, but nothing can be changed until it is faced.”
James Baldwin
Three Basic Rules
• Know what your assumptions are.
• Distinguish what’s certain, and what’s hoped-for
• Information is not knowledge
Most Important ….Keep the Mission
• “The reasonable man adapts himself to the world; the unreasonable man persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” ‒ George Bernard Shaw
And we’re still building…
And adding to the housing supply…
For them….
…and for them.
Survival of the Fittest:Tools for Tough Times
“Collaborate for Success”
Presented by
Christopher W. Sanchez
NALCAB’s Mission
To build financial and real estate assets as well as human and technology resources for Latino families, communities, and organizations.
NALCAB SUMMARY
Based in San Antonio, Texas
Number of Staff: 16
Service Area: 30 states and the District of Columbia
80+ Member Organizations Nationally
Primary Focus: Build community assets and family wealth in predominately Latino and immigrant communities.
• Support our Members• Invest in Leadership • Create a National Forum
Main Programs Offered
Help Members Access Investment Capital and Grant Awards (Federal & Private Sources)
Train & Develop the Next Generation of Latino Leadership
Support Entrepreneurship Programs
Organize Consortia (Encourage Collaboration)
CONSORTIUM
Definition:1. Combination of organizations for common
purpose. An association or grouping of institutions, businesses, or financial organizations, usually set up for a common purpose that would be beyond the capabilities of a single member of the group.
NALCAB Examples
Neighborhood Stabilization Program 2
Broadband Technology Opportunities Program
Border Community Capital Initiative
APPROACH TO SUCCESS:
• Identify the Need and Define the Market• Build Partnership across Stakeholders
(Share instead of Compete)• Pursue Funding Partners that “FIT”• Raise Awareness – Letters, E-Blasts, Research• Provide a Forum – Strategic Messaging• Mobilize
LIVE EXAMPLE
• Need for Capital in underserved U.S. / Mexico Border Region
• Organize non-profits that serve Colonia Communities
• Outreach to HUD / CDFI / USDA-RD and Private Donors
• Embarked on a Letter Campaign to Decision-Makers• Annual Border Summit – Invite stakeholders &
Funders• Prepare to respond to funding opportunities
RESULTS:
Unified Message + Combined Resources
=
OPPORTUNITY FOR ALL
Promoting affordable housing for 7 years
Providing a full array housing services
Community Action NetworkOUR MISSION:
To promote rural development by producing affordable housing and increasing the skill and employability of participants through hands on training.
Community Action NetworkSERVICE AREA
Community Action NetworkEVALUATION OF HOUSING SERVICES
Scaling Back Coverage Area
Seeking New Opportunities
Scaling Back Staff
Partnering with Other Organizations
Community Action NetworkHOUSING SERVICES - 2009
Homeownership – 80%
Homeowner Repair – 10%
Housing Counseling – 5%
Rental Homes – 5%
Community Action NetworkHOUSING SERVICES - 2012
Homeownership – 40%
Homeowner Repair – 30%
Housing Counseling – 10%
Rental Homes – 20%
Community Action NetworkASSESSING STAFF CAN’s Construction Foreman
evaluated the construction crew
Presented evaluation to Board of Directors
Board decided to scale back the construction crew from 8 to 4 employees
CAN becoming a Licensed Contractor
Community Action NetworkPARTNERSHIPS Joining/forming
Statewide Housing Coalition
Damascus Road Homeless Shelter
TARP Center for Independent Living
Community Action NetworkASSESSING & EVALUATING Outreach in Community
Awarding Good Employees
Recognizing our Funders
CHDO Merging
Evaluation Community Needs
Community Action NetworkSECRETS TO OUR SUCCES:Assess, Evaluate, and Realign!!!
Joyce M. BarrPhase Inc.
Phase Management Inc.
Courtes de Emerald II Apartments
Courtes de Emerald ApartmentsHarvest Home Apartments
Friendship Crossing ApartmentsParadise Estates Apartments
Harvest Home Apartments
Harvest Home Apartments
22 units
Harvest Home Apartments
On-site laundry facility
Mailboxes
Harvest Home Apartments
Umbrella covered benches throughout property
Playground
Courtes de Emerald Apartments
Courtes de Emerald Apartments
28 units
Courtes de Emerald Apartments
Playground
Pavilion/Barbeque Grills
Courtes de Emerald II Apartments
Courtes de Emerald II Apartments
32 units
Courtes de Emerald II Apartments
On-site laundry facility
Mailboxes
Courtes de Emerald II Apartments
Gazebo
Gaming tables/playground
Courtes de Emerald II Apartments
Walking Trail
Computer Labs
Friendship Crossing Apartments
Friendship Crossing Apartments
40 units
Friendship Crossing Apartments
On-site laundry facility
Playground
Friendship Crossing Apartments
Pavilion w/ grills
Mailboxes
Friendship Crossing Apartments
Fitness Center
Computer Center
Friendship Crossing Apartments
Car Wash Facility
Gazebo w/ rose garden
Friendship Crossing Apartments
Beautiful Community Center
Paradise Estates Apartments
Paradise Estates Apartments
50 units
Paradise Estates Apartments
On-site laundry facility
Mailboxes
Paradise Estates Apartments
Pavilion w/ grills
Playground
Paradise Estates Apartments
Tennis Court
Splash Pod
Paradise Estates Apartments
Fitness Center
Computer Lab
Soccer Field
Paradise Estates Apartments
Beautiful Community Center
Joyce M. BarrPhase Inc.
Phase Management Inc.