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. External auditing firm prepares cre's 990; 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 forwarded to the board of directors which is given 3-5 business days to review. 5. Comments from the board of directors are forwarded to and addressed by management. 6. Following board approval, 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 his 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 228 park ave s pmb 78695 new york, ny 10003-1502 or by calling (212) 894-3394.”

“Healthy, thriving nonprofits are needed to drive positive social change in our world. But without strategic support, too many organizations flounder and fall short of the transformative impact they're capable of. Community resource exchange exists to change that. As an organizational development and change management nonprofit, we collaborate with nonprofits to strategize, navigate shifts, develop and empower their leaders, and garner the support they need to maximize impact in their communities. When we champion nonprofits, we co-create a better future for all.”

“After collaborating with nonprofits of all sizes for over 40 years, we don't just believe nonprofits are the key to social change we see the positive impacts our clients make every day. Our greatest strengths include (i) our team's deep knowledge and understanding of new york city communities that our 45 year history imparts to us; (ii) our focus on the small, mighty community based organization as the heart of social change and our target audience; and (iii) the fact that it is a non-negotiable at cre that we do our work with an explicit, anti-oppressive, equity-based lens. Unparalleled experience: with over 40 years of providing innovative strategy and education to nonprofit leaders and their teams, cre is one of the most experienced nonprofit consulting organizations and carries a long track record of success. - helping nonprofits thrive since 1979 - supporting hundreds of nonprofits per year - cre's cohort model and strategic approaches have helped over 10,000 nonprofit organizations earn more funding and serve more people - rooted in new york city, driving change globally measurable impacts: our impact and results validate our unique value proposition. Annually, we deliver peer-learning to leaders and managers from over 300 different nonprofits through a series of cohort programs and conduct more than 150 organizational development consulting engagements. These engagements strengthen organizations by focusing on the foundations for success: effective leadership, people-focused management, high-performing staff, financial stability, effective programs, and cultures of continuous learning and improvement. A strong organizational foundation and clear direction allows leadership to focus staff time and resources on delivering the programs making a difference in the communities the organization serves. When a cre engagement is complete, organizations are stronger and leaders are better able to achieve their goals. - 96% of clients say cre programs improved leadership effectiveness - 90% of participants report a strengthened ability to incorporate strategies learned through cre programs - transparent financial reporting rooted in equity: all of cre's work is done through a diversity, equity, inclusion and accessibility (deia) lens. We believe that every interaction is strengthened with an equity perspective. As facilitators, consultants, and coaches committed to building and supporting equitable organizations, we are highly attuned to dynamics of power, race/ethnicity, group and intrapersonal dynamics, as well as the nuance of perspective when partnering with clients. We leverage our diversity of identities, lived experiences, and skills and professional backgrounds to raise up the voices of historically marginalized groups and those who have been kept down and held back by their exclusion from conversations and spaces. Cre leads the way in modeling diversity, equity, inclusion, and accessibility practices and leads by example. - diverse leadership team and board - equity practices within the organization - deeply caring and compassionate team that wants to see change as much as their clients - all programs and strategies created with equity at the heart of social change - accepted clients share a vision for a better, safer, and equitable society focus on "small and mighty" nonprofit organizations - cre is a champion for "small and mighty organizations with budgets under $2 million. These organizations showed how fundamental they were to the safety and vitality of their communities during the pandemic. They demonstrated agility, resilience, endurance, care and leadership. They are, however, still the least resourced and supported. Cre exists to care for these organizations. In doing so, we make sure that leadership and capacity building is not a privilege, but a fundamental right they can access so that they can meet their mission and increase their impact and their sustainability.”

“Transformative consulting for nonprofits driving social change when nonprofits are stuck or struggling to reach their potential, community resource exchange steps in with guidance, training, and ongoing support to help nonprofits reach their milestones and co-create impactful solutions for the communities they serve. Strategy: we partner with our clients to move to the next level of growth; make the critical shifts in strategies that can transform lives and communities; position themselves to make key decisions about mergers and strategic partnerships; pave the way for investment and divestment decisions about programming. Our hands-on approach includes theory of change, strategic planning, alignment of mission with programs, and real-time planning to help nonprofits position themselves in times of growth and change. Coaching: having the right people in the right roles is essential to a nonprofit organization's growth and success. Cre helps nonprofits streamline the process of attracting, developing, and coaching nonprofit teams so that they can focus on developing bold ideas to better serve their communities. People and culture: people are at the heart of every organization. Impactful organizations have teams that are cared for and are effective in their performance. Cre's people & culture engagements include team effectiveness, culture change, and training to support teams and nonprofit boards build relationships, translate values into action, and improve performance. Leadership and management: cre is committed to supporting nonprofit leaders and the organizations they founded, built, and run in their pursuit of justice, opportunity, and equity. Developing leadersfrom emerging managers all the way to seasoned career executive directorshas been a signature component of cre's capacity building support for more than twenty years. In our leadership and management programs, we strengthen the leadership capabilities of established and emerging nonprofit leaders through individualized coaching and within a cohort-based approach diversity, equity, inclusion, and accessibility: we believe that when organizations embrace deia as organizational values and intentionally translate them into practice, organizational impact is strengthened. Cre partners with our clients to design equity in organizations by conducting organizational assessments and developing action plans on various aspects of equity. We also work on how to become an anti-racist organization, ensuring those values are present in systems, processes and infrastructure of an organization.”