Clients

PROJECTS AND ENGAGEMENTS

 

At No Margin, No Mission, we’ve been fortunate to work with organizations and leaders all over the country. Our clients include nonprofits, foundations, and government agencies that range in size, strength, and longevity. As different as these organizations are from one another, they possess many similarities, not the least of which are entrepreneurial spirit, innovative practices, and a belief in the importance of margin to generate financial return and mission impact.

We encourage you to learn more about some of our clients by checking out their brief stories below. Please visit us frequently to see the latest additions to our client roster, and feel free to contact us at info@NoMarginNoMission.org if you have questions or would like more information about them.

 

OUR CLIENTS AT-A-GLANCE

- Allegany Franciscan Ministries (Miami, Palm Harbor, West Palm Beach, FL)

- Arizona Grantmakers Forum (Phoenix, AZ)

- AtWork! (Bellevue, Issaquah, WA)

- Catalyst Miami (Miami, FL)

- Children’s Resilience Initiative (Walla Walla, WA)

- Connecticut Community for Addiction Recovery (Hartford, CT)

- Franciscan Center (Tampa, FL)

- Generation Schools Network (Denver, CO and New York, NY)

- Health Council of South Florida (Miami, FL)

- IDignity (Orlando, FL)

- Jefferson County Community Foundation (Port Hadlock, WA)

- The John A. Hartford Foundation (New York, NY)

- Lotus House Women’s Shelter (Miami, FL)

- Medication Assisted Recovery Support Project (New York, NY)

- Nurse Family Partnership of New York (New York, NY)

- The Nonprofit Chamber of Palm Beach County (West Palm Beach, FL

- Volunteers of America-Western Washington (Everett, WA)

- Washington State Family Policy Council (Olympia, WA)

- Washington Women’s Employment & Education (Tacoma, WA)

 

GET TO KNOW OUR CLIENTS

Allegany Franciscan Ministries   

Miami, Florida
    

Project 1: Earned Income Training and Business Plan Development for Nonprofits in Miami-Dade, Florida

Project 2: Earned Income Training and Business Plan Development for Nonprofits in Palm Beach County, Florida

Allegany Franciscan Ministries is a nonprofit Catholic organization that seeks to improve the overall health of individuals by increasing access to health services and information. It provides grants to organizations in the three regions of Florida formerly served by the Sisters’ hospitals: Miami-Dade County, Palm Beach, Martin and St. Lucie Counties, and the Tampa Bay area of Hillsborough and Pinellas Counties. Since awarding its first grant in 1998, Allegany Franciscan Ministries has invested over $60 million in more than 1,300 organizations serving those most in need in its targeted communities. Its annual grantmaking budget averages about $6 million. Read more…

“We embrace the principles of entrepreneurial thinking and business practices that No Margin, No Mission subscribes to, and are delighted to be working with them on an Earned Income Training and Business Planning initiative in Miami-Dade.” 

–Miguel Milanes, Regional Vice President, Miami-Dade, Allegany Franciscan Ministries, October 2012

 

Arizona  Grantmakers Forum

Phoenix, AZ

 

Project: Facilitation of Strategic Planning Leadership Retreat

Arizona Grantmakers Forum (AGF) is a regional association that provides educational resources, research and networking opportunities for grantmakers in Arizona. Member organizations make financial grants to non-profit organizations throughout the state and represent the interests of private foundations, trusts, endowed community foundations, corporations, government agencies and individuals with organized charitable gift programs. Read More…

 

AtWork! Bellevue, WA  

Project: Business Planning to Increase Margin and Mission

AtWork! helps people with disabilities be productive, integrated, and contributing members of their communities. As a successful social enterprise, the organization helps their clients learn marketable skills, find and keep good jobs in the community, and earn wages and benefits that help  them escape poverty. Read More…

“We learned a lot. We have a good new tool. We have a great plan and a format for vetting new ideas and creating new plans as we continue to grow. Our investment in your services was very much worthwhile!”

                       –Christina Brandt, Chief Executive Officer, AtWork!, August 2012

 

Catalyst Miami

Miami, FL

 

Project: Business Planning to Increase Margin and Mission

Support provided by Allegany Franciscan Ministries

Catalyst Miami was founded in 1996 to build a community and economy that benefit all residents. Dynamic and visionary, Catalyst has gained a reputation for collaboration, innovation and inclusion while moving the needle on important community concerns such as strengthening Miami’s middle class, lifting people out of poverty, increasing access to healthcare and other essential services, as well as increasing citizen leadership. Catalyst’s formula creates thriving communities. Read More…

 

The Chamber of Nonprofit Health & Human Services Agencies in Palm Beach County

 

Palm Beach County, FL

 

Project: Earned Income Training and Business Plan Development for Nonprofits in Palm Beach County, Florida 

Support provided by Allegany Franciscan Ministries and Quantum Foundation

Founded in 2009, The Chamber of Nonprofit Health & Human Service Agencies of Palm Beach County provides leaders of 501c (3) organizations throughout Palm Beach County with an opportunity to meet monthly in an informal setting. The gatherings are designed to provide a forum for an open exchange of information, encourage collaboration among nonprofit organizations serving health and human services needs of Palm Beach County, and to unite member organizations so they may have a stronger voice in advocating for those they serve. With a focus on education and communication, the Nonprofit Chamber of Commerce provides monthly guest speakers who discuss topics of value to members and serves as an information resource for members. Read More…

 

Children’s Resilience Initiative Walla Walla, WA

Project: Business Planning to Increase Margin and Mission 

Support provided by Family Policy Council and Blue Mountain Community Foundation.

The Children’s Resilience Initiative mobilizes the community through dialogue to radically reduce the number of adverse childhood experiences while building resilience and a more effective service delivery system. Read More…

“We were delighted to be introduced to No Margin, No Mission and to have the opportunity to work with them on a strategy that takes into account ways to grow and sustain both our business capacity and social impact so we can achieve our goals of healthier children and families.”

                        –Teri Barila, Leader, Children’s Resilience Initiative, May 2012

 

 

Connecticut Community For Addiction Recovery (CCAR) Hartford, CT

Project 1: Business Planning to Increase Margin and Mission

Project 2: Building Margin and Mission with an Entrepreneurial Marketing and Communications Campaign

Connecticut Community for Addiction Recovery (CCAR) organizes the recovery community to put a face on recovery and provide recovery support services. By promoting recovery from alcohol and other drug addiction through advocacy, education and service, CCAR strives to end discrimination surrounding addiction and recovery, open new doors and remove barriers to recovery, maintain and sustain recovery regardless of the pathway, all the while ensuring that all people in recovery, and people seeking recovery, are treated with dignity and respect. Read More…

“Working with No Margin, No Mission has had a profound impact on CCAR. The work we were able to accomplish in just four months would have taken us much longer to complete and would not have been as strategic or well planned. No Margin, No Mission is highly experienced with great insights on how to help move your margin and mission forward.”

                      –Cheryle Pacapelli, Director of Recovery Services, CCAR, May 2012

 

Franciscan Center

Tampa, FL

 

Project: Business Planning to Increase Margin and Mission

Support provided by Allegany Franciscan Ministries

The Franciscan Center is a private, nonprofit retreat house that offers an environment of peace, simplicity and hospitality for all those seeking spiritual renewal. They welcome people from all faiths to come and find acceptance, peace and healing. Throughout the year, various professional retreat directors assist The Center’s staff in offering group programs and private retreats. The Center is also is available for organizations wishing to host their meeting there. Staffed by the Franciscan Sisters of Allegany, NY and dedicated laity who are assisted by loyal volunteers in carrying out their ministry, The Franciscan Center offers the quiet atmosphere of a faraway retreat, and yet is conveniently located on eight acres of riverfront property in a quiet residential neighborhood just minutes from downtown Tampa. Read More…

 

Generation Schools

Denver, CO and Brooklyn, NY

 

Project 1: Facilitation of Strategic Planning Leadership Retreat

Project 2: Business Planning to Increase Margin and Mission

Project 3: Building Margin and Mission with an Entrepreneurial Marketing and Communications Campaign

Support provided by Leon Lowenstein Foundation

Founded in 2004, Generation Schools is a national nonprofit organization dedicated to whole-school and systemic innovation in urban education. Their goal is to ensure that all students – regardless of life circumstances – have access to a great education. Generation Schools is concentrating its focus on two regions in the United States – the Northeast and Rocky Mountain States.

Evidence demonstrates that when good teachers have more time with much smaller classes, students achieve. The biggest hurdle to making this idea a reality in every school has been the perceived cost. Most efforts to increase learning time and reduce class size have been expensive. The team at Generation Schools, however, has solved this problem by fundamentally rethinking the way schools organize existing resources, particularly human capital and time. Their entire model operates at current per pupil funding levels. Read More…

“Thanks so much for facilitating our strategic planning meeting! We truly ended up in the best possible place I could have imagined.”

        –Wendy Piersee, CEO, Generation Schools Network

 

Health Council of  South Florida (HCSF)

Miami, FL

 

Project: Business Planning to Increase Margin and Mission

Support provided by Allegany Franciscan Ministries

The Health Council of South Florida serves as the state designated local health planning agency for Miami-Dade and Monroe counties. For over 43 years, HCSF has been engaged in forecasting health care needs and access to health care delivery systems, providing data analysis and insight, increasing public awareness, and providing consultation and assistance to Miami-Dade County officials in the development and implementation of health care policy. It is the HCSF’s mission to be the source of unbiased health and quality of life data and analysis; the preferred partner for quality program planning, management, evaluation, and community services; the facilitator of collaboration and partnerships in Miami-Dade and Monroe counties; and the trusted champion for ethical and targeted healthcare policy at the local, state, and national levels. Read More…

“We have been working very diligently with the consultants from No Margin, No Mission on our earned income business plan, and have learned so very much. This has been such an informative opportunity, and No Margin, No Mission’s Michael Oxman and Larry Clark have been a delight to work with!”  

–Marisel Losa, President & CEO, Health Council of South Florida, March 2013

 

IDignity

Orlando, FL

 

Project: Business Planning to Increase Margin and Mission

IDignity was created to help the disadvantaged in Central Florida overcome the difficulties of obtaining the personal identification that is crucial to enabling them to become self-sufficient. The need for such a program was recognized by members of five downtown Orlando churches who were unable to find a resource that provided such a service.

Since May of 2008, IDignity has hosted monthly events at the Orlando Union Rescue Mission in downtown Orlando. Each event provides service to about 225 clients and often has to turn others away due to capacity and funding limitations. Clients are individually welcomed to the event and treated with respect and compassion throughout the process.

The documents that IDignity provides are required to apply for employment or school, obtain access to most shelters, vote, seek help from many social service programs, open a bank account or cash a check, secure housing or overcome many other obstacles to becoming self-sufficient. Read more…

 

Jefferson County Community Foundation Port Hadlock, WA

Project: Grantee Training “Understanding Earned Income and how it Benefits Nonprofits”

Created by and for the people of Jefferson County, Washington, the Jefferson County Community Foundation’s goal is to provide leadership, education, and support to strengthen local nonprofit organizations, and provide tax efficient investment opportunities for our citizens. Channeling local investment, JCCF keeps dollars local, building on the strengths &  talents of our community. Read More…

“No Margin, No Mission’s earned income workshop offered excellent facilitation, and the group process and pacing were just right.”

                                             –Kris Becker, Workshop Participant, JCCF, April 2012

 

The John A. Hartford Foundation

New York, NY

 

Project: Grants Review Consulting

The John A. Hartford Foundation is America’s leading philanthropy with a sustained interest in aging and health. They seek to strengthen the capacity to provide effective, affordable care to our nation’s rapidly growing older population. Their grant funding educates health professionals, supports new research, and develops innovations that improve and integrate health and supportive services for older adults. Read more…

 

Lotus House

Miami, FL

 

Project: Business Planning to Increase Margin and Mission

Support provided by Allegany Franciscan Ministries

The Lotus House is a unique resource center and residential facility serving homeless women and infants in the heart of the historic African American district of Overtown, Miami, an area suffering from extreme poverty in one of the poorest large cities in the United States. Lotus House provides free transitional housing and wrap around support services with access to a wide range of resources. Not a typical shelter, Lotus House is a place of healing and transformation. With a holistic, gender specific and innovative format, Lotus House seeks to empower women to improve the quality of their lives on every level, achieve greater self sufficiency and transition to permanent homes off the streets. Read more…

 

“In the end, our work with No Margin, No Mission was true organizational capacity building and our entire team walked away better prepared to face the challenges of an ever changing landscape of resources and needs in our community.  Many thanks to No Margin, No Mission’s Mike Oxman and Larry Clark, and everyone at Allegany Franciscan Ministries, for enhancing our mission to empower women and children in need!”

–Constance Collins, Director, Lotus House Women’s Shelter, March 2013

 

Medication Assisted Recovery Services Project (MARS)

Bronx, New York

 

Project: Business Planning to Increase Margin and Mission

The peer facilitated Medication Assisted Recovery Services Project (MARS) is a collaboration between the National Alliance of Methadone Advocates (NAMA) and the Albert Einstein College of Medicine (AECOM), Division of Substance Abuse (DoSA). MARS is located in the Bronx, NY and provides peer recovery support services to patients at AECOM’s Methadone Maintenance Treatment Programs. Read More…

“No Margin, No Mission offers an important role to nonprofits that are in need of effective, new ways of generating financial resources for their organizations beyond the traditional sources of donation and grant funding.” 

Walter Ginter, Program Director, Medication Assisted Recovery Services (MARS) Program, October 2012

 

Nurse-Family Partnership of New York

New York, NY

 

Project: Facilitation of Strategic Planning Leadership Retreat

Nurse-Family Partnership of New York works with low-income young women who are pregnant with their first child, helping these vulnerable young clients achieve healthier pregnancies and births, stronger child development, and a path toward economic self-sufficiency. Nurse-Family Partnership is a rare New York charitable community health program that has been documented to achieve lasting and significant effects through multiple, well-designed randomized, controlled trials. More than 30 years of research proves that it works. Read More…

 

Volunteers of America-Western Washington Everett, WA

Project: Business Planning to Increase Margin and Mission

Volunteers of America is a national, faith-based human services organization that helps some of the most vulnerable families, children and seniors in our communities lead safe, healthy, independent and productive lives. A part of the national Volunteers of America, Western Washington is rooted in the long standing tradition of compassionate, holistic service that addresses some our communities most important human service issues. Read More…

“No Margin, No Mission gave us the education and skills to help us grow our revenue.”

–Matt Phillips, Director, Volunteers of America-Dispute Resolution Center, May 2012

 

 

Washington State Family Policy Council 

Olympia, WA

 

Project: Developing an Entrepreneurial Pitch to FPC’s Funders

The Family Policy Council stands clearly on the leading edge of effective practice, cost reduction, and policy for improving mental, emotional, behavioral and physical disorders among the most vulnerable people. Read More…

“No Margin, No Mission fulfills an important role for funders, their grantees, and other nonprofits around the country that are desperately in need of innovative, practical, and immediately productive ways of generating new financial resources for their organizations — beyond the traditional methods of funding from grants and donations. For many nonprofits, there are a wealth of underutilized offerings in the form of products, services, and other intellectual assets that can be leveraged to generate new revenue streams for their organizations, and developing a strategy for this is precisely what No Margin, No Mission does.”

                                      –Laura Porter, Director, Family Policy Council, May 2012

 

 

Washington Women’s Employment and Education (WWEE)

Tacoma, WA

 

Project: Scenario and Business Planning to Increase Margin and Mission 

Washington Women’s Employment and Education (WWEE) empowers women and men to create better lives for themselves and their families.  They accomplish this by teaching these individuals the skills to find – and keep – jobs that provide a genuine living wage.  On the work front, WWEE teaches job-readiness, computer and workplace skills training.  On the home front, they help with housing assistance and support services to low-income residents of Pierce and King Counties in Washington state.  Washington Women’s Employment and Education is a private, nonprofit 501(c)(3) organization. Read more…