OUR STRATEGIC PARTNERS
The Social Security Act is amended. Nonprofits are added to the unemployment tax system. However, specific rules give 501(c)(3)s employers a choice to participate in the state tax system or opt out and reimburse their state for liable claims.
John Huckstadt, a former nonprofit executive director uncovers the savings potential available to nonprofits if they opt out of the state unemployment insurance tax system and conceptualize a program to take advantage of the savings.
Under Huckstadt’s leadership. 14 Silicon Valley United Ways join the nation’s first grantor trust, the Joint Unemployment Compensation Trust, created to help 501(c)(3)s become reimbursing employers. A management company called 501(c) Services is formed to provide financial, administrative, claims management, membership development, and insurance services for the new trust
501(c) Services, in consultation with five trustees, established the Washington Unemployment Compensation Trust with 100 nonprofit members in Washington State.
The Washington Unemployment Compensation Trust expands to include Alaska, Oregon, and Idaho. The new expanded trust is renamed the Northwest Unemployment Compensation Trust. The Joint Unemployment Compensation Trust changes its name to Joint Agencies Trust.
A Labor & Industries program is created within the Northwest Unemployment Compensation Trust (It is still available to Washington State nonprofits today). Northwest Unemployment Compensation Trust changes its name to Northwest Agencies Trust.
501(c) Services creates the Boy Scouts of America Unemployment Plan.
The Joint Agencies’ Trust and the Northwest Agencies’ Trust are combined to form 501(c) Agencies Trust after 501(c) Services engages in strategic partnerships with national nonprofit organizations, such as the America’s Second Harvest Food Banks, the YMCA of the USA, the Boys and Girls Club of America, National Human Service Assembly, and the YWCA of the USA. It becomes and remains the largest such grantor trust of its kind.
501(c) Agencies Trust approaches 2000 members and over $80 million in assets – the largest such grantor trust of its kind.
BOARD OF TRUSTEES
Daphne Logan is the Senior Vice President of Human Resources for Feeding America in Chicago. Prior to joining Feeding America, she was Human Resources Manager for the Teachers Academy of Mathematics and Science.
Daphne graduated with a B.A. in Sociology from Northwestern University. She has been certified as a Senior Professional in Human Resources (SPHR) since 1997. She earned the Certificate of Professional Achievement in Organizational Development from DePaul University and Certificate of Achievement “Creating a Culture of Innovation” from the Society for Human Resource Management (SHRM).
Alan Lesher is the Chief Financial Officer & Finance Director of YMCA of the Inland Northwest in Spokane, Washington. For five months in 2012, in addition to serving as CFO, he also served as Interim President and CEO while their Board conducted a nationwide search for a new CEO.
Prior to joining the YMCA, Alan was Controller and then Vice President and General Manager of Roses & More in Spokane. Alan’s long list of volunteer and community activities includes work for the YMCA, the Juvenile Diabetes Research Foundation, Allied Wholesale Study Group, the International Floral Distributors Board, Eastern Washington University Alumni Advisory Board, and the Boy Scouts of America.
Organization:YMCA of the Inland Northwest
Peter Grignon is CFO of United Way of Pierce County where he has over 26 years of experience in financial oversight. He also overseas the financial operations of two other entities related to the United Way mission: First Five Fundamentals of Pierce County and Tacoma 360. First Five Fundamental’s goal is to increase the number of children that are ready to learn by the time they reach kindergarten. Tacoma 360 is focused on increasing high school graduation rates.
A CPA by training. Peter also servers as a member of the United Way of America Financial Issues Committee. He was nominated by his peers for CFO of the year. Peter served as former chair of the Northwest Agencies Trust – a predecessor of 501(c) Agencies Trust.
:United Way of Pierce County
Stephan Davis is the President of Davis & Associates. He brings more than 12 years in the nonprofit sector as the SVP Human Resources & Leadership for the YMCA of Greater Pittsburgh. He serves as a national trainer and trainer of coaches in the Y movement. He has also served for more than 10 years as an Executive coach, trainer, and human capital strategist in the religious sector having counseled and advised pastors, elders and church leadership on effective human resources management.
Stephan holds a Bachelor of Arts from West Virginia State College. He has attained the designation of Senior Professional in Human Resources (SPHR) from the Society of Human Resources Management (SHRM), and is a coach through the International Coaching Federation.
Organization:YMCA of Greater Pittsburgh
Sharon Ellis is the Executive Director for Habitat for Humanity of Orange County in Santa Ana, California. She joined the organization in November 2005.
Sharon’s prior experience includes more than 20 years in the field of education. She began her teaching career in Connecticut and Ohio before moving to California. She decided to leave education and join Habitat for Humanity of Orange County to help create more stable homes for children from low-income families in Orange County.
Sharon is currently on the board of governors of the OC Housing Trust and St Mary and All Angels School in Aliso Viejo. She is also president of the Southern California Association of Affiliates
Organization:Habitat of Humanity of Orange County, Inc.
Location:Santa Ana, CA
Howard Garval is the President and Chief Executive Officer of Child & Family Service (CFS) in Ewa Beach, Hawaii.
CFS is one of the Hawaii’s largest human services organizations with more than 35 programs that serve all ages, from newborns to the elderly. Under Howard’s leadership, CFS is recognized for proving the effectiveness of its work in communities through Results Based Accountability, which aligns the organization on measurable outcomes and impact.
Howard is a recipient of the 2014 Ho’okele Award by the Hawaii Community Foundation and Wallace Alexander Gerbode Foundation. The award recognizes the significant role that a nonprofit leader plays in improving the quality of life for Hawaii’s people.
Organization:Child & Family Service
Julie Rae Gilbertson, PHR is the Chief Human Resources Officer of Community Bridges in Aptos, California. She has been with the organization for more than 20 years.
She began her work at Community Bridges under the Child & Adult Food Program. She has more than a dozen years of hands on experience working with team building and coaching, employee recruitment and development, job analysis, policies and procedures; benefits, talent management, and collective bargaining.
Julie has served on the Employers Advisory Council Board since 2008 and has been PHR certified since 2010.
Debby Graham has been the executive director of CenterForce in Lakewood, Washington since 1994. Her organization provides employment and training assistance to people with disabilities.
Debby, who has been in the human service field for more than 30 years, has worked in various agencies in California, Oregon and Arizona. She has a Master of Arts degree in Applied Behavioral/Instructional Analysis from California State University at Chico. She is a Certified Mental Health Counselor, a CARF surveyor and has a Professional in Human Resources certification.
Jack Holmes’ nonprofit career spans 35 years. He currently sits on the Board of Directors at ARCA, an agency serving the developmentally disabled. Jack was CEO and President of United Way of Central New Mexico and Boy Scouts of America, just to name a few of his contributions in the nonprofit sector.
After taking a two year sabbatical to do humanitarian services and disaster relief involving 15 countries, Jack returned to begin his own consulting services for a “Change for Good.”
He is currently on the Board of Directors at ARCA, an agency serving the developmentally disabled.
Organization:Change for Good
Alana Humphrey joined Boys & Girls Clubs in 2002 as the Executive Director of the Boys & Girls Clubs of the Tanana Valley (Fairbanks). After bringing the Tanana Valley organization through financial crisis, she successfully merged the organization with Boys & Girls Clubs of Southcentral Alaska (Anchorage) and worked in Clubhouse Operations and Resource Development before being named CEO in 2012.
Early in her career, Alana worked primarily in health care and insurance settings in billing and accounting. She has a degree in Accounting from the University of Missouri-Columbia.
Organization:Boys & Girls Club of Southcentral Alaska
Angie Julian is the Chief Financial Officer & Information Technology Director of ARCA, a nonprofit organization in Albuquerque, New Mexico. ARCA is the largest provider of lifelong, customized services for infants through seniors with intellectual and developmental disabilities in New Mexico.
Before joining ARCA, Angie was an auditor in public accounting for 13 years, where she gained extensive experience in accounting and auditing, operations management, operational controls and processes, and risk management. She acquired her Bachelor of Accountancy from New Mexico State University in Las Cruces, New Mexico and has been a Certified Public Accountant since 2006. She is a member of the American Institute of Certified Public Accountants and the New Mexico Society of Certified Public Accountants.
Jim Mellor is a Senior Consultant with Donor By Design Group. Jim possesses more than 25 years of nonprofit leadership experience.
Prior to joining Donor By Design, he was Chief Financial Officer of the YMCA of the USA. Jim joined that organization’s Chicago national headquarters from the YMCA of Metropolitan Atlanta, where he served more than 10 years as Vice President of Finance/Chief Financial Officer. During Jim’s leadership, Atlanta grew from $14 million in operating revenue to $85 million and their assets grew from $24 million to almost $300 million.
Before joining the Atlanta YMCA, Jim held financial leadership positions at Price Waterhouse, Chatham Properties, Brown & Root and Caterpillar Corporation all of which have annual revenue in excess of $1 billion.
Organization:Donor By Design Group
John Miller is the Senior Vice President-Field Services for Boys & Girls Clubs of America. He began his career in Boys & Girls Clubs when he was hired as the Summer Camp Program Director in Toledo, Ohio. In 1994, he moved to Saint Paul where he become the organization’s first Director of Operations. In 2002, John was appointed as a National Vice President of Organizational & Executive Development Services, responsible for five regional service teams, club liaison services and the national conference.
Organization:Boys & Girls Club of America
Since 2002, Dr. Ilene Wilkins has been the Chief Executive Officer of United Cerebral Palsy of Central Florida in Orlando, a $16 million nonprofit making a difference in the lives of over 2,400 children and their families with and without disabilities by providing support, education and therapy services.
Before joining UCP of Central Florida, she was President/Executive Director of the Massachusetts Association for Professional Foster Care in North Grafton, Massachusetts.
Dr. Wilkins earned her B.A. from New York University; her MA of Public Administration from Suffolk University in Boston; and her Ed.D in Exceptional Education from the University of Central Florida.
Organization:UCP of Central Florida
Diane Wilush joined United Cerebral Palsy of Georgia in 1994, and has led the organization through tremendous growth, from a small nonprofit serving the Atlanta area to an organization providing comprehensive services for more than 500 individuals and families statewide. With more than 35 years experience in developing community based supports and advocating for the rights of people with intellectual and developmental disabilities, Diane has been recognized both locally and nationally for her work.
Organization:United Cerebral Palsy of Georgia
Since 2004, Craig Opperman has been President & Chief Executive Officer of Looking Glass Youth and Family Services, Inc., in Eugene, Oregon, a private nonprofit organization whose mission is to build a better future for youth and families.
For eight years prior to that he was with Christie School in Marylhurst, Oregon. While there he d irected community-based residential treatment for emotionally disturbed youth and developed innovative, nationally recognized program models of treatment.
From 2001 to 2004 he also served as Director of Multnomah County Children’s Receiving Center in Portland. Craig earned a Masters of Science in Counseling and a Bachelor of Arts in Philosophy, both at Southern Illinois University.
Organization:Looking Glass Youth & Family Services, Inc.
Christopher Withrow is the CEO of Anka Behavioral Health in Concord, California. He has served the organization for over 15 years. Anka has earned national recognition as a premiere behavioral healthcare corporation as a result of our ability to design, implement and operate exceptional cutting-edge programs. They serve nearly 15,000 individuals annually and employ close to 1,000 specialized staff members.
Organization:Anka Behavioral Health, Inc.
501 (c) SERVICES
An expert administrator
We’ve been in this business longer than anyone else.
In 1982, 501(c) Services was created to administer the first trust in the country to offer a safe way for nonprofits to legally stop paying the state unemployment insurance tax while still covering unemployment charges for former employees.
Now more than 30 years later, 501(c) Services offers a range of services designed to help nonprofits apply their budgets to their missions and not to overhead expenses. Our success is due to our friendly approach, coordinated by a fully staffed in-house team.
For more information about 501(c) Services, visit our website www.501c.com.