Community Resource Exchange Inc

“While notes are taken during committee meetings and recommendations of the committees are noted in board meeting minutes, separate formal minutes of committee meetings are not prepared.”

“The process used by community resource exchange, inc. To review form 990 before filing is: 1. Outside auditing firm prepares cre's 990 once audit is completed; 2. 990 is reviewed by management and an electronic draft is forwarded to the finance/audit committee of the board of directors for review and comments; 3. Staff and finance/audit committee comments are discussed with auditors and a final draft is created; 4. A final draft is then forwarded to the board of directors which is given 2-5 business days to review. 5. Comments from the board of directors are forwarded to management. 6. Management approves 990 for filing and 990 is filed with irs.”

“Cre requires its directors, officers and key employees to disclose to the board chair or her designee prior to the opening of any negotiations or discussions concerning a transaction. In addition to this continuing obligation, interested persons covered by the policy must again disclose potential conflicts from the previous year at the end of each fiscal year. All interested persons covered by the policy must prepare a brief letter describing the transaction, their interest in it, and why the transaction is in the best interest of cre. The transaction is then reviewed carefully to ensure that it should be entered into. If a conflict of interest exists, the interested party is excluded from the board discussion and approval of such transactions.”

“The process used by cre for determining and documenting compensation for the president & ceo is: 1. Cre human resources (hr) staff compiles a survey on compensation paid by similarly situated organizations for comparable positions and provides the data to the cre hr board human resources committee; 2. The board human resources committee reviews the comparability data; 3. The human resources committee compares the proposed salaries for the employee with the comparable data, determines the reasonableness of the proposed compensation package. If the committee determined the reasonable compensation is higher or lower than the range of comparable data obtained, they articulate the basis for determination; and 4. The human resources committee takes the ceo compensation recommendation to the full board for approval.”

“Cre makes its audited financial statements and 990 available to the public by posting them on its website. In addition, cre's governing documents, conflict of interest policy, and financial statements are available to the public upon written request at 42 broadway, 20th floor, new york, ny 10004 or by calling (212) 894-3394.”

“Community resource exchange, inc. ("cre") is a nonprofit consulting firm that provides the strategies and tools needed to build sustainable, high-performing organizations that improve people's lives and drive social change. We partner with nonprofits, foundations, and government agencies to set ambitious goals for success and then we help them get there. Together we work to reduce poverty, promote equity, and increase opportunity. We believe that social sector organizations deserve accessible solutions to the challenges they face. We understand that each organization is different, and our customized consulting, coaching, peer-based learning, training, and assessment reflect this. As a nonprofit ourselves, we believe that social sector organizations deserve accessible solutions to the challenges they face. Our diverse team of expert consultants provide customized strategies that blend deep consulting experience and operational expertise to help leaders succeed in an environment of complexity and change. We tap the transformative power of assessment, data, strategy, leadership, and collaboration to help organizations plan smartly, operate effectively, and produce results.”

“Started over 40 years ago, our work today supports and strengthens over 500 social sector organizations annually. Through this work, we impact the lives of over 3.5 million people each year who are affected by pressing social issues such as, education, housing, workforce development, and community revitalization. Cre's four service lines strategy and planning, organizational management, talent and innovation, and leadership development are delivered in the following modalities: one-to-one consulting, peer-based learning, training, coaching, and assessment. Strategy and planning cre approaches planning as a process in which the best decisions are made now to then guide the organization in the future. We partner with our clients to ensure they are informed by meaningful data including input from both their constituents and stakeholders that leads to implementable decisions. Planning aligns stakeholders, establishes clear goals for success, and supports organizations in sustaining the most effective use of limited resources while maximizing measurable impact. The end-goal of all planning engagements is to enable nonprofits to better achieve their missions in a financially sustainable way. Strategy and planning offerings include: theory of change, strategic planning, business planning, program planning, outcomes measurement, community collaboration, and strategic alliances. Organizational management cre understands that nonprofits operate in a complex environment and works with them to prioritize impact and sustainability as they grow. We use customized assessment tools and methods to help organizations determine what changes they should implement, when, and why. We partner with each nonprofit client to achieve these results, paying close attention to what is required to envision and manage change. Whether it is board development, hr management, or risk assessment, our team's extensive knowledge paired with our practical approach allows nonprofits to achieve better results. Organizational management offerings include: board development, organizational assessment, risk management, change management, financial management, human resource management, and implementation support. Talent and innovation at cre, we believe that having the right people in the right roles is essential to an organization's growth and success. Our talent management and innovation practice not only focuses on developing practices, processes, and systems that attract, develop, and retain talent, but also addresses team effectiveness, culture change, and executive search. We also challenge ourselves and our clients to use approaches that foster innovation by putting the recipients of a nonprofit's services at the center of organizational planning, so that together we develop bold ideas that better serve our communities. These offerings include: innovation; diversity, equity, and inclusion; culture change; team effectiveness; executive search; and talent management. Leadership development building effective leaders is at the heart of what we do at cre. We strengthen the leadership capabilities of established and emerging nonprofit leaders through peer-based learning, customized training, and executive coaching. Because most people learn best by doing, we use adult learning theories in our leadership development trainings and coaching activities.”