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First Nations Development Institute

AKA FNDI

Longmont, CO

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First Nations Development Institute

Also Known As:
FNDI
Physical Address:
Longmont, CO 80501 1101
EIN:
54-1254491
Web URL:
www.firstnations.org
Leadership:
Mr. Michael E. E. Roberts
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Legitimacy Information

  • This organization is registered with the IRS.
  • This organization is required to file an IRS Form 990 or 990-EZ.

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Fiscal Year Starting: July 1, 2012
Fiscal Year Ending: June 30, 2013
Revenue
Total Revenue $3,519,623
Expenses
Total Expenses $4,240,361

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Financial data from Forms 990 for Year 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
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Basic Organization Information

First Nations Development Institute

Also Known As:
FNDI
Physical Address:
Longmont, CO 80501 1101
EIN:
54-1254491
Web URL:
www.firstnations.org 
NTEE Category:
S Community Improvement, Capacity Building 
S05 Research Institutes and/or Public Policy Analysis 
S Community Improvement, Capacity Building 
S32 Rural 
T Philanthropy, Voluntarism, and Grantmaking 
T31 Community Foundations 
Year Founded:
1980 
Ruling Year:
1984 
How This Organization Is Funded:
Kresge Foundation - $1,098,721
Kalliopeia Foundation - $500,000
FINRA Investor Education Foundation - $233,639

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Mission Statement

Through a three-pronged strategy of education, advocacy, and capitalization, First Nations Development Institute is working to restore Native control and culturally-compatible stewardship of the assets they own - be they land, human potential, cultural heritage, or natural resources - and to establish new assets for ensuring the long-term vitality of Native communities.

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.

Financial Data

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Revenue and Expenses

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Revenue and Expense data from Forms 990 for 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart


Balance Sheet

Balance Sheet data from Forms 990 for Year 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.


Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership (GuideStar ExchangeThe GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more. February, 2014)

Mr. Michael E. E. Roberts

Profile:

Mike Roberts (Tlingit) is the President of First Nations Development Institute. Prior to his return to First Nations, Mike operated his own consulting firm, Camus Consulting in Denver, Colorado that provided private equity investment advice to angel investors. Mike's past includes 5 years in venture capital. Most recently, Mike provided due diligence, financial analysis, strategic planning and monitoring, and investment recommendations to the Principals and Investment Directors of Meritage Private Equity Fund, a telecommunications-focused, private equity firm with $340 million under management.

Leadership Statement:

Over 30 years ago, First Nations Development Institute (First Nations) was founded on the belief that Indian Country faces a unique challenge - unlike any other impoverished community in the nation, the problem faced by Native communities is not ownership of assets but rather the question of who controls Native assets. American Indians have historically possessed substantial assets; however, those assets have also been historically controlled by non-Indians and not for the benefit of Indian people. Many of these assets are in the form of natural resources – water, coal, land, natural gas, oil, etc. For Native peoples, natural resources often hold not only monetary value but also significant cultural and traditional value. In our role of supporting American Indians in asset management, at First Nations we recognize that we must also support the traditional and cultural values of Native people when working to develop Native economies. First Nations believes that only solutions provided by Native people, for Native people, through the control of their assets, and crafted by their own development strategies, within the values of their own cultures, will succeed. In the face of enormous odds created by the history of asset stripping and attempted destruction of tribal societies, tribes are now working hard to regain control of their assets and relearning how to manage them, especially their land and natural resources. And at First Nations, our goal is to support tribes and Native communities in this work. We do this through a multi-faceted approach that involves training, technical assistance, grant support, the development of innovative models and specialized tools, as well as ongoing research and advocacy. Thanks in large part to you, and others like you who support our work, Native people are continuing to make huge strides in rediscovering self-sustaining economies and healthy communities. Michael E. Roberts, President



Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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Program: Grantmaking and Technical Assistance

Budget:
$637,000
Category:
None
Population Served:
Native Americans/American Indians
None
None

Program Description:

First Nations’ Grantmaking provides both financial and technical resources to tribes and Native nonprofit organizations to support asset-based development efforts that fit within Native cultures and are sustainable. First Nations offers grant support through the Eagle Staff Fund (ESF) including special initiatives within ESF, as well as donor-advised and donor-designated funds.

Program Long-Term Success:

First Nations' Grantmaking and Technical Assistance will support the growth and increase the stability of new and emerging Native community-based programs and organizations. Those assisted will be able to access more mainstream funding sources, based on First Nations’ assistance and networks. First Nations’ support will help to create an enabling environment to grow enterprises on American Indian reservations, which in turn will create new wealth opportunities for, and increases the assets of, reservation community members.

Program Short-Term Success:

Grants totaling approximately $1,000,000 annually will be made to approximately 40-60 Native organizations and tribes. Grantees and others in our network will receive capacity building technical assistance that will help them to achieve transparency, sustainability and effectiveness. By working with First Nations, our partners improve their effectiveness within: Leadership Development/Human Capacity; Organizational Development; Program Development/Evaluation & Measurement; Revenue Development; and Community Engagement. Many Native groups will be brought together to form peer learning networks, sharing best practices that are relevant to Native communities and overcoming geographic barriers to creating support systems.

Program Success Monitored by:

Technical assistance (T/A) to our grantees is customized using a pre-T/A assesment tool to determine the areas of greatest need. Once T/A is completed the assessment tool is used again to determine the level of improvement in the areas addressed. This information is collected and evaluated by our Native Asset Research Center and used to refine the T/A program going forward.

Program Success Examples:

Letter from a recipient of a grant from First Nations’ Native Youth and Culture Fund (NYCF):   "Recently I attended the First Nations Development Institute's 2008 Native Youth and Culture Summit: Capacity Building and Sustainability held in Louisville, Colorado. On behalf of our Governing, Advisory, Elders and Youth Councils, and our constituency, please accept our sincere appreciation and gratitude for providing the funding support for the First Nations Development Institute - Native Youth and Culture Fund, which provided the resources for this amazing summit, as well as providing Gedakina with essential financial support for our Circles of Strength and History, Language and Environmental Justice initiatives during the 2008 grant cycle. The summit featured outstanding presenters and provided valuable information and resources that Gedakina will make good use of.  The summit was also an effective way for us to meet other people, representing some great organizations from all across Indian country, to network with and build relations. Having the ability to interact with other individuals committed to their programs and people helps to reinvigorate and energize all of us.  Hopefully this summit will become an annual event."

Program: Native Asset Research Center

Budget:
$247,000
Category:
None
Population Served:
Native Americans/American Indians
None
None

Program Description:

Our Native Asset Research Center (NARC) is a research and policy program dedicated to promoting Indigenous knowledge and assisting tribal communities to build sound, sustainable reservation economies. NARC works closely with First Nations’ grantmaking department to collect research data from our grantee field sites to identify key policy issues, lessons learned and promising practices. This connection with field practice sites assures that NARC’s approach to research is grounded in the experiences of Native community members and community projects. Based on primary and secondary research, NARC: 1) publishes research reports; 2) creates and disseminates training curricula and 3) conducts communications outreach to the public, media and decision-makers.

Program Long-Term Success:

The ultimate benefit, and the fundamental goal of NARC’s work, is to help Native communities to gain control of their assets. NARC contributes significantly to the body of knowledge about Native American issues, as researched by Native Americans. This information and the unique Native perspective it is based upon will identify individual, family, and tribal assets and the role and best use they can play in reservation-based economic development.

Program Short-Term Success:

Short-term, NARC will: 1) issue publications on Native use of financial assets, financial education and Native philanthropic resources; 2) conduct educational outreach to encourage the use of our curricula in Native communities; and 3) serve as a clearinghouse of information on Native culturally appropriate development issues and best practices throughout the United States.

Program Success Monitored by:

NARC’s success will be determined by surveying those using our publications to determine the usefulness of information presented, the informal feedback from our constituents on publications, and how NARC’s efforts inform and promote First Nations’ policy efforts.

Program Success Examples:

Financial Education with Gallup/McKinley County, NM High Schools As part of Fall 2013 (and earlier) Invest Native Online Challenges, First Nations partnered with high school teachers in the Gallup-McKinley County (NM) School District, tribal college instructors, Bureau of Indian Education schools, and American Indian Business Leaders (AIBL) chapters to encourage students to participate in a culturally-based online financial education curriculum. 73 participated in fall 2013, including 42 who completed the entire course. Information was disseminated to teachers and other contacts, including a Teacher’s Guide and an informational flyer. The online curriculum is aligned with the Jump$tart National Standards in K-12 Personal Finance Education and has been further adapted to meet the specific needs of Native youth in their communities. Separate from online work, in-person piloting of financial education programs continued at two schools in McKinley County, New Mexico through piloting Youth Savings Accounts (YSAs) which provide students with financial education and experiential learning related to owning and managing a bank account. Financial education is being offered in all nine Gallup-McKinley County (NM) public high schools and two other schools (a private Catholic School and a Bureau of Indian Education school). In the 2012-13 school year, there were over 630 students who enrolled in the financial education class, and there were 39 technical assistance site visits conducted at high schools.

Program: Policy

Budget:
$347,000
Category:
None
Population Served:
Native Americans/American Indians
None
None

Program Description:

The Policy Department uses a strategic approach to First Nations’ advocacy work, with the goal of restoring control to tribes and Native communities over the assets they own. By now, Indians are fully aware that asset ownership is not enough; tribes and individuals must be in control in order to benefit from, preserve and grow their assets. Our Policy Department identifies and implements initiatives and programs aimed at restoring Native control and culturally compatible stewardship of tribe and individual assets. To inform our policy work, our efforts have been directed at assisting tribes and tribal organizations with identification, control and growth of their assets.

Program Long-Term Success:

Ultimately, through First Nations’ efforts and those of our allies, the voice of Native peoples will be strengthened, helping to put forth the Native perspective and Native concerns into the development of policies affecting our communities. The process and outcomes of policy development, particularly in Congress, will be more understanding of Native circumstances and will help to create viable, healthy economies that make it reasonable for people to live and work in Native communities.

Program Short-Term Success:

First Nations will deepen its ability to advocate for the policy outcomes that extend from our research, grantmaking and technical assistance. Our staff will benefit from increased experience and their learning will translate as organizational learning as we document our progress. First Nations also will develop more relationships and intensify our relationships with national and state policy makers, both elected and appointed. We will leverage these relationships to facilitate improved relationships between tribal governments and their counterparts at the federal, state and local levels and to encourage policy makers and non-Native communities to learn from First Nations’ 28+ years of experience.

Program Success Monitored by:

First Nations will qualitatively monitor its success in the policy arena by: 1) assessing the engagement of tribal governments and Native community members in the development of federal policies affecting them; 2) evaluating the outcomes of policies on the ability of tribes and Native communities to control their assets; and 3) determining how tribal sovereignty is enhanced by policy efforts, to support the rights of tribes for self-determination.

Program Success Examples:

First Nations is working with two sets of partners: 1. (Oneida Nation (WI) and Hopi Education Endowment Fund (HEEF; AZ) and 2. Mille Lacs Band of Ojibwe, Department of Natural Resources (MN) and the Spokane Tribe of Washington) for an asset-building model that may be replicated elsewhere in Indian Country. Both partnerships center on youth development/mentoring and organizational stability. Peer learning has taken place virtually and in-person as possible. The partnerships are on course to implement their curriculum that will promote the growth of private sector business development in their communities to spur economic development opportunities. Both partnerships selected fall 2013 as their start date for implementation of the curriculum


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The work of First Nations Development Institute has: *Stimulated a concentration by Native American communities on financial education. First Nations’ culturally appropriate financial literacy and investor education curricula have positioned our organization as a leader in Native American financial education in tribal communities nationwide. *Brought a focus on locally-strong and nationally-networked food systems as a way to shore up Native economies, family and children’s health, elimination of hunger and food insecurity, and preservation of Native cultures and traditions. First Nations’ Native Agriculture and Food Systems Initiative (NAFSI) strengthens Native food systems so that food security in Indian Country will be enhanced and the health and nutrition of Native Americans will be improved. *As a result of First Nations’ work in the field of organizational capacity building, many Native organizations have secured their IRS 501(c)(3) status; developed and implemented strategic plans; leveraged government and private funding; stabilized organizational systems; engaged community stakeholders and initiated new programs to serve myriad community needs.
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