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Independent Sector Annual Report 2004

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Independent Sector Annual Report 2004 2004 Annual Report Listening, Leading, Mobilizing A 25th Anniversary Report Table of Contents Page 3 Welcome to INDEPENDENT SECTOR Pages 4-5 Message from the Chair and the President Pages 6-7 Board of Directors and Leadership Pages 8-15 Report to Our Members Page 16-19 IS Celebrates 25th Anniversary Pages 20-21 2004 Financial Summary Page 22-24 Contributors Page 25-32 INDEPENDENT SECTOR Members Page 33 Join Our Coalition Page 34-35 Staff 2 — INDEPENDENT SECTOR 2004 Annual Report Welcome to INDEPENDENT SECTOR The independent sector is comprised of voluntary organizations, foundations, religious congregations, social welfare groups, and corporate giving programs that work to improve the lives of people across the United States and around the world. Collectively, we refer to these organizations as the “independent sector,” which underscores their unique role in society, distinct from business and government. INDEPENDENT SECTOR is the leadership forum for charities, foundations, and corporate giving programs committed to advancing the common good in America and worldwide. Our nonpartisan coalition of approximately 500 organizations leads, strengthens, and mobilizes the charitable community in order to fulfill our vision of a just and inclusive society of active citizens, vibrant communities, effective institutions, and a healthy democracy. OUR VISION A just and inclusive society of active citizens, vibrant communities, effective institutions, and a healthy democracy. OUR MISSION To advance the common good by leading, strengthening, and mobilizing the independent sector. OUR VALUES Independence ■ The freedom to be creative and uplift the human spirit ■ The right to advocacy and freedom of speech ■ A commitment to promoting and protecting the independence of the sector ■ An obligation to serve as a leading voice for the common good Interdependence ■ Productive cooperation between the public, private, and nonprofit sectors ■ Effective collaboration between funders and grant recipients Inclusiveness and Diversity ■ Embracing a variety of perspectives and people ■ Respect for the views of others Social Justice ■ Full and fair opportunities for all ■ Appreciating the worth and dignity of each person Transparency, Integrity, and Accountability ■ A commitment to the highest possible ethical standards ■ Open and timely sharing of financial, governance, and program information ■ Responsiveness to society, members, and stakeholders Operational Excellence ■ Effective programs and activities that meet meaningful needs ■ Efficiency in the use of resources INDEPENDENT SECTOR 2004 Annual Report — 3 2004: A Year of Self-Renewal, Achievement A Message to INDEPENDENT SECTOR Members from the Chair and President 004 was an important year for INDEPENDENT SECTOR, marked by self- 2evaluation, self-renewal and achievement. Early in the year, IS engaged in a strategic review of our work, examining both IS’s operations and the needs of the William Trueheart sector in general. Because America’s charitable community Diana Aviv Chair, INDEPENDENT SECTOR has changed in many ways over the last 25 years, we President and CEO President and CEO INDEPENDENT SECTOR The Pittsburgh Foundation wanted to assess whether our focus and activities responded adequately to the challenges of the times. The feedback from the field in response to our survey and extensive series of interviews emphasized two points. The consistent message was that the nonprofit community needs a stronger voice on the pressing issues of the day, and that IS ought to embrace that responsibility. In addition, respondents urged us to ensure that our membership criteria allow for the inclusion of a broader swath of leaders so that the organization reflects the growing diversity of the sector and society. In September, the IS Board of Directors ratified the new strategic business plan, including a new mission statement that more clearly emphasizes IS’s leadership role — to advance the common good by leading, strengthening, and mobilizing the independent sector — and a new statement of values that more clearly In 2004, some 200 staff people from nearly 150 IS articulates IS’s member organizations have participated on committees and commitment to task forces shaping IS’s work to provide leadership for the independence; sector. IS will continue to build on the strengths of our interdependence; members and seek out new ways of gathering, convening, inclusiveness and and sharing information in effective and relevant ways. diversity; social justice; transparency, integrity, and accountability; and operational excellence. Our new strategic priorities came to life during the year as IS worked with the Senate Finance Committee leadership and staff on governance and oversight issues. As policymakers looked for ways to regulate charitable organizations, they encouraged our sector’s involvement in Continued on page 5 4 — INDEPENDENT SECTOR 2004 Annual Report A Message to Members (continued) shaping new policies. In response, IS convened sector leaders through the Panel on the Nonprofit Sector. This effort has conveyed our sector’s commitment to ethical conduct, transparency, and accountability, and helped move this agenda forward in a productive way. The sector’s willingness to support the work of the Panel confirmed what our strategic planning process discovered earlier this year: America’s charitable organizations welcome strong, focused leadership and also new opportunities to work together for the common good. IS is fortunate to have an increasingly engaged membership in this work. In 2004, some 200 staff members from nearly 150 member organizations have participated on committees and task forces shaping IS’s work to provide leadership for the sector. IS will continue to build on the strengths of our members and seek out new ways of gathering, convening, and sharing information in exciting and relevant ways. We are pleased to present this report, which celebrates our 25th anniversary and highlights our work throughout 2004 and its impact on the work of our sector. Thank you for your participation in the achievements it celebrates. William Trueheart Diana Aviv Chair President and CEO IS Thanks Outgoing Board Chair INDEPENDENT SECTOR extends its sincere thanks to John R. Seffrin, CEO of the American Cancer Society, who in 2004 completed three years as chair of the Board of Directors. Dr. Seffrin guided IS during its search for a new Special Thanks president, the development of its current strategic Special thanks to these dedicated leaders business plan, and in its role as convener of the Panel on who retired from the IS board during 2004. the Nonprofit Sector. As chair, John also led the direction of the public policy, education, and Marilda Gándara research work of IS. A recognized authority on President Aetna Foundation public health issues, John is known in the charitable community for his dedication, Peter B. Goldberg vision, and strong belief that organizations President and CEO working together will always achieve more than Alliance for Children and Families they can by working separately. The American Cancer Society is the largest voluntary health Gabriella E. Morris President organization devoted to fighting cancer, and IS The Prudential Foundation was fortunate to have him at the helm during John R. Seffrin the past three years. We are pleased to continue Michael Rubinger CEO to benefit from his service on the IS board. President and CEO American Cancer Local Initiatives Support Corporation Society INDEPENDENT SECTOR 2004 Annual Report — 5 Board of Directors Elected November 2004 Chair Treasurer Officers William E. Trueheart Paula Van Ness President and CEO Chief Executive Officer The Pittsburgh Starlight Starbright Diana Aviv* Foundation Children’s Foundation President and CEO INDEPENDENT SECTOR Vice Chair Secretary Gary L. Yates Hilary Pennington * ex-officio, non-voting President and CEO Vice Chair and The California Wellness Co-Founder Foundation Jobs for the Future Board Members Edward H. Able, Jr. Brian A. Gallagher Karen Narasaki President and CEO President and CEO President and Executive American Association of United Way of America Director Museums National Asian Pacific Christopher T. Gates American Legal Consortium Angela Glover Blackwell President Chief Executive Officer National Civic League Mary Beth Salerno PolicyLink President Darell Hammond American Express Foundation Kathleen W. Buechel CEO and Co-Founder Vice President, Philanthropy President KaBOOM! Inc. American Express Company Alcoa Foundation J. Bryan Hehir John R. Seffrin Hodding Carter III President Chief Executive Officer President and CEO Catholic Charities American Cancer Society John S. & James L. Archdiocese of Boston Knight Foundation Edward Skloot J.D. Hokoyama Executive Director Robert W. Edgar President and CEO Surdna Foundation General Secretary Leadership Education for National Council of Asian Pacifics Donald M. Stewart Churches of Christ in the Visiting Professor USA Kevin Klose University of Chicago, Harris President and CEO School of Public Policy Lewis M. Feldstein National Public Radio President Arturo Vargas New Hampshire Kathleen D. McCarthy Executive Director Charitable Foundation Director National Association of Center on Philanthropy Latino Elected and Appointed David Ford and Civil Society, City Officials Education Fund Chief Executive Officer University of New York Richard and Susan Smith M. Cass Wheeler Family Foundation Janet Murguia Chief Executive Officer President and CEO American Heart Association
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