PLATINUM2024

NORTH COUNTY PHILANTHROPY COUNCIL INC

Carlsbad, CA   |  www.ncphilanthropy.org

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GuideStar Charity Check

NORTH COUNTY PHILANTHROPY COUNCIL INC

EIN: 33-0827428


Mission

TO PROMOTE AND STRENGTHEN PHILANTHROPIC IMPACT IN OUR COMMUNITIES

Ruling year info

1999

President of the Board

Jeanne Schmelzer

Main address

PO Box 1641

Carlsbad, CA 92018 USA

Show more contact info

EIN

33-0827428

Subject area info

Philanthropy

Population served info

Adults

Ethnic and racial groups

Religious groups

Sexual identity

Work status and occupations

NTEE code info

Educational Services and Schools - Other (B90)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

To be widely regarded and respected as the pre-eminent community convenor and partner of choice for modeling collaboration, as well as advancing social sector and philanthropic impact in our San Diego Region. Promoting philanthropy and volunteerism.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Mentorship 2.0

With Mentorship 2.0, you’ll be part of a cohort of 4-7 individuals from our community to brainstorm ideas, identify business resources, develop their networks, explore career opportunities and provide emotional support to each other. Unlike the traditional mentorship model that pairs a more experienced “mentor” with a less experienced “mentee,” Mentorship 2.0, Fostering a Community of Practice, connects leaders at all levels who share a common concern, set of problems or interest in a topic and who come together to fulfill both individual and group goals. It recognizes that our unique experiences are valuable and that collaboration often yields innovative solutions.

As a cohort member, you’ll be making a 4-month commitment to the program (March through June 2022). Your group will be expected to meet at least four times during that period (virtual sessions until it is safe to connect in person). The logistics, where to meet and how often to meet – as well as how to measure success, w

Population(s) Served
Multiracial people
People of African descent
People of Asian descent
People of Latin American descent
People of European descent

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of curricula designed for specific organizations

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Fundraising, leadership and HR programing at an accessible rate for all levels of nonprofit organizations.

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

1. Deepen Inclusion and Access to Drive Impact in the Region
2. Grow Strategic Partnerships in the Ever-Evolving Ecosystem
3. Staff and Volunteer Development and Support
4. Future Proofing the Organization

1. Deepen Inclusion and Access to Drive Impact in the Region
Increase Membership through engagement and outreach ensuring that it is reflective of our region
Deepen Relationships with both Existing and Prospective members
Intentionally reach out to those furthest from opportunity
Increase Retention and Engagement in all NCPC Programs and Events
Increase Volunteerism with a win/win/win orientation

2. Grow Strategic Partnerships in the Ever-Evolving Ecosystem
Activate Partnerships to enhance the quality of our programming through co-missioning with other values-
based organizations
Leverage and Expand our levels of Membership to increase Stakeholder Engagement and improve Retention
Actively listen and respond to stakeholders to ensure relevance and resonance in driving value
Foster NCPC leadership connections with other leaders in the private, public and social sectors
Continue to provide Valuable Programs and Resources for both emerging and established organizations and
their leaders

3. Staff and Volunteer Leadership, Development and Support
Develop and implement an effective onboarding program for staff and volunteers
Invest in the training, development and coaching of staff to set them up for success
Nurture and embody our unique NCPC culture as a compelling differentiator

4. Future Proofing the Organization
Grow and Diversify Revenue Streams to fund our longer-term aspirational needs (business model iteration)
Grow Membership through an inclusive and values-based process
Develop a Fundraising/Capacity Building Plan for major gifts and/or grants
Build Reserves
Board Cultivation and Active Engagement from Working board to Strategic board with attention to needed
expertise, accountability and diversity
Become the source for Best and Next Practices for the sector

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

NORTH COUNTY PHILANTHROPY COUNCIL INC
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Financial data

SOURCE: IRS Form 990

NORTH COUNTY PHILANTHROPY COUNCIL INC

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

NORTH COUNTY PHILANTHROPY COUNCIL INC

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

President of the Board

Jeanne Schmelzer

Jeanne is an executive vice president with Netzel Grigsby Associates, Inc., serving San Diego, Arizona, Nevada and San Jose. Jeanne joined the firm in 1997 following a successful 17-year career as a nonprofit professional primarily in the San Diego area. During those years, she served as vice president of community relations of the United Way of Santa Clara County, executive director of the San Diego Downtown YMCA and associate executive of both the Magdalena Ecke and the Davis/Grossmont YMCAs in San Diego. Jeanne's professional experiences have included managing and implementing successful multi-million dollar capital campaigns, annual and major gift fundraising programs. She has provided both counsel and management to a wide range of nonprofit organizations and institutions. Jeanne has had extensive experience in board and staff development, fiscal management, long-range strategic planning, facility and program development, marketing and communications.

NORTH COUNTY PHILANTHROPY COUNCIL INC

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

NORTH COUNTY PHILANTHROPY COUNCIL INC

Board of directors
as of 03/27/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Jeanne Schmelzer

Netzel Grigsby Associates

Term: 2024 - 2025

Jeanne Schmelzer, CFRE

Netzel Grigsby Associates

Jocelyn Wyndham

Cal State University San Marcos

Marianne Pekela

MP Consulting

Neville Billimoria

Mission Federal Credit Union

Tiffany La Mar

UC Berkeley

Carlos Medina, CFRE

Carlos Medina Consulting & Grant Strategies

Shannon Ayala

Davis Farr LLP

Adriana Mendoza

Cox

Lisa Ritchie

Ritchie Enterprises

Maria Hampton

MyPoint Credit Union

Mike Gellman

High Five Career Coaching

Tanya Hackel

Jewish Family Services

Susan Arias

MAAC

Azahalia Valdez-Rosas

San Diego Futures Foundation

Angel Mason Broadus

Puzzle Pieces Marketing

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 3/27/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 12/27/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.