This workshop will cover the how to’s of business planning, along with the benefits, and examples of successful business plans for small and medium nonprofits. Presenters will share how their organizations use business planning to attract and retain competent staff, attract diverse funding sources, and deliver needed services to their communities.

1. Building hopes, homes
and financial health
CASA of Oregon Strategic Plan 2012 – 2015
CASA Strategic Plan 2012 – 2015 1

2. Transforming Lives Across Oregon
Here’s the truth. Many Still, there is hope on the horizon. means to build assets in Individual
At CASA, we are developing low- Development Accounts (IDAs).
farmworkers and other income housing and creating
foundations to provide struggling In addition, our advocacy has
low-income families
Oregonians with a secure financial resulted in dedicated funding
in Oregon are existing future. By partnering with with streams for farmworker housing,
public and private agencies, better coordination among state
on the edge – living and federal agencies, and growing
investors, banks and developers in
outdoors, in vehicles innovative ways, we are helping low- public awareness about housing
income families improve their lives. issues.
or in abandoned
buildings. They face The path forward
high unemployment, We have ambitious goals in mind
for the next three years.
overwhelming financial • Increase affordable housing
pressures, and little or options in rural Oregon.
no access to education • Develop 540 new housing units
• Preserve an additional 360 units
and resources.
of existing housing.
CASA – the hub
where solutions happen • Create safe and affordable
Today, CASA is recognized childcare options by building two
nationally as a key intermediary in new Head Start facilities in rural
the fields of farmworker housing Oregon.
and economic and community • Preserve affordable housing for
development. We do everything 350 mobile home park residents
from piecing together federal, by creating 6 resident-owned
state and private resources, to park communities.
hiring architects and builders
and ensuring compliance with all
regulations. We also work with local
non-profits to provide families with
tools and support, including the
2 CASA Strategic Plan 2012 – 2015

3. Core principles
Collaboration: Collaborating Making a difference
with partners in both public and CASA (Community
private sectors is the keystone of and Shelter Assistance
our success. It enables efficient Corporation) was
and effective service and unites established in 1988,
organizations on common ground, primarily to serve the
producing positive change in our housing needs of Oregon
• Provide 1,500 low-income work and communities. farmworkers and their
Oregon families with financial Excellence: We pursue excellence families. To date, CASA of
education and Individual through inquiry, learning and Oregon has produced:
Development Savings Accounts. critical thinking. The result is • 1,136 housing units built or
• Advocate at state and federal high-quality support in program rehabbed
level for continued support of development, technical assistance • 1,300 on-farm beds
fair, equitable housing policies, and funding. rehabbed
particularly in rural areas.
• 4 MHPP (Mobile Home
• Advocate for a strong consumer- Parks Purchase program)
focused comprehensive financial parks converted into
reform, ensuring an inclusive cooperatives
economy that provides equal
• 157 MHPP residents turned
access to opportunity
from renters to owners
Our mission • 2,666 IDA (Individual
Development Account)
Deeply rooted in service to Innovation: Through research and participants
farm- workers, CASA of Oregon development, we design innovative
improves the lives of Oregonians • $4.8 million in IDA funds
programs that meet the needs
in underserved communities invested in the Oregon
of our clients and partners. Our
by building affordable housing, economy
results show this entrepreneurial
neighborhood facilities, and approach adds great value to the
programs that increase families’ communities and clients we serve.
financial well-being.
Opportunity: Our goal is to build
housing, family support systems
and an economy that creates equal
opportunity – for everyone.
CASA Strategic Plan 2012 – 2015 3

4. Housing and Community Development
Goals and Strategies
1. Increase and preserve affordable housing options for farmworkers
and other low-income families by expanding the products offered
and agencies served.
• Conduct two annual feasibility studies for housing in rural areas in
Oregon.
• Annually obtain funding for two new housing developments.
• Annually complete construction of at least two new housing
Our Vision developments resulting in the production of approximately 180
Help provide decent, safe units.
and affordable housing and • Preserve two existing affordable housing complexes in rural areas.
services to farmworkers and • Identify at least one new and/or nontraditional source of financing
other low-income households for development activity.
through access to financial and • Increase CASA’s ability to directly finance predevelopment and
technical resources. Increase interim activities by 20%.
CASA’s effectiveness to develop
projects in light of changes in 2. Help communities develop neighborhood facilities that improve the
lives of underserved people, including farmworkers and other low-
housing finance markets.
income families.
• Obtain funding and complete construction on two community
Objectives facilities focusing on federally funded health clinics and Head
Quality housing and commu- Start centers.
nity facilities that improve the • Explore opportunities to partner with other organizations engaged
lives of families and enhance in multi-sector approaches to community development.
their neighborhoods and
communities. 3. Focus on affordable green building techniques to decrease carbon
footprint and increase operating efficiency for tenants.
• Reduce tenant energy costs by 10% at two developments through
Green Enterprise measures.
• Develop one LEED-certified neighborhood facility.
“Oh, we have a home.
We just need a house
to put it in.”
– Anonymous child
4 CASA Strategic Plan 2012 – 2015

5. Fatma Hajimonhamed, proud new homeowner and VIDA program graduate, with her family
CASA Strategic Plan 2012 – 2015 5

6. Manufactured Housing Communities
Goals and Strategies
1. Achieve program scale and sustainability
• Convert two manufactured home communities serving 100 families
in 2012 and 2013, and three manufactured home communities for
150 – 200 families in 2014.
• 90% of conversions operate at 3% or less vacancy by 2013.
• Reduce time required for conversion by 50% by 2015.
Our Vision • Reduce reliance on public/private grant funding by 30%.
Provide long-term security and
2. Increase access to affordable financing
asset growth for manufactured
• Seccure lottery-backed bonnds to assist the purchase of up to 5
housing park residents in Oregon
manufactured housing communities serving 500 families by 2015.
through the creation of resident-
owned communities. • Achieve 10% increase in CASA CDFI funds for park purchases.
3. Devise affordable replacement strategy for manufactured home-
Objectives owners in resident-owned communities
Creation of a comprehensive • Increase access to affordable financing for green technology and/
manufactured housing or energy efficient improvements for 8 communities by 2015.
community acquisition and • Achieve 15% increase in banks/credit unions offering single-family
preservation program providing financing to qualified manufactured homeowners in Oregon in
financing and technical assistance 2012, and 25% increase in years 2012 and 2013.
to manufactured homeowners • Provide 100% of qualified homeowners with access to IDA match
in Oregon who wish to purchase, funds by 2013.
govern and manage their • Advocate for inclusion of manufactured housing communities in
communities. local, regional and state land use planning.
• Provide funding for replacement of dilapidated septic systems
4. Improve resources for post-conversion operations and management
• Provide technical assistance and management support to all con-
verted communities.
“Workers will have
decent, affordable
housing in the commu-
nity where they work
Well done.”
– Debbie Radie, business owner in
Boardman, OR
6 CASA Strategic Plan 2012 – 2015

7. CASA Strategic Plan 2012 – 2015 7

8. Family Economic Opportunity Program
Goals and Strategies
1. Increase efficiency and productivity in Individual Development
Account operations.
• Open a total of 1,500 Individual Development Accounts, totalling
9 million dollars by 2015.
• Increase productivity and reduce overhead costs by 20%.
2. Increase financial sustainability and decrease reliance on current
Our Vision sources.
Provide all individuals and • Increase non-IDA program revenue by 15% in 2012.
families with equitable access
• Increase non-IDA program revenue by 15% annually through de-
to education and resources veloping new programs/products by 2015.
so they can participate and
• Generate $50,000 in unrestricted donations through individual
prosper in their communities. giving and private foundation grants.
Engage youth, stabilize families
• Diversify department revenue sources.
and form inclusive communi-
ties so all may contribute to the 3. Expand technical assistance to partner organizations to ensure
well-being of society. quality counseling and service delivery to consumers.
4. Identify and develop diversified financial products
Objectives
Underserved families will have • Design a demonstration asset-builder loan program serving people
with disabilities needing adaptive technology to maintain employ-
increased access to financial
ment or stay self-sufficient in 2012.
services and educational
• Develop a business plan and implement the demonstration loan
opportunities that enhance
program in 2013.
economic sustainability and
• Raise at least $100,000 in initial loan capital by 2014.
security.
• Obtain Department of Education support for the MESA Program
through technical assistance contracts or direct funding for MESA
IDAs.
“The IDA program
gave me the support,
help and ability to
provide a better life for
my family.”
– Courtney Jepppsen, Small
Business IDA graduate
8 CASA Strategic Plan 2012 – 2015

9. CASA Strategic Plan 2012 – 2015 9

10. Advocacy and Transformation
Goals and Strategies
1. Multifamily Housing and Facilities: Advocate for state and federal
policies that improve opportunities to provide housing for farmwork-
ers and families in rural communities.
• Establish methods for measuring need and demand for farmwork-
er housing that is acceptable to funders and sponsors.
• Focus attention on the ongoing need for agricultural worker hous-
ing as a member of the Farmworker Facilitation Team.
• Demonstrate the financial leverage gained and ability to meet
Our Vision
pressing housing needs by the state prioritizing projects with fed-
CASA and partners will work eral project-based rental assistance.
in broad-based coalitions to • Work with national partners to support permanent program status
advance national, state and for USDA’s rural housing preservation program
local policies that promote • Work with community partners to prioritize state funding alloca-
investment in rural and under- tions for those with the lowest incomes.
• Work with national partners to support the inclusion of resident
served communities and their
services as an eligible expense under USDA’s Rural Development
residents.
multi-family programs.
• Support the Streamlining Compliance Initiative and take the lead
Objectives in engaging USDA to participate in such efforts to increase report-
Expanded resources, oppor- ing and record-keeping efficiencies.
tunities and access for the • Plan, host and organize the 2013 Farmworker Asset and Property
most vulnerable Oregonians, Management Conference.
helping Oregon communities
Manufactured Housing Communities: Develop an education and
recover from adverse economic advocacy strategy which supports state and federal policies that
conditions. increase opportunities and resources for resident ownership.
• Develop legislative policy recommendations, including Opportu-
nity to Purchase legislation.
• Support the renewal of the Oregon Affordable Housing Tax Credits
• Collaborate with the Housing Alliance to support issuance of
lottery-backed bonds for funding resident purchases of manufac-
tured home communities.
• Provide recommendations to state housing agencies on legislation
“We have completely
turned our lives
around thanks to the
VIDA program.”
– Danne Wilson, Homeownership
IDA graduate
10 CASA Strategic Plan 2012 – 2015

11. and policies that successfully remove barriers in preserving manu-
factured home parks in Oregon.
• Work with local, regional and state policy makers to include manu-
factured housing park preservation and resident purchases of
parks in land use plans.
• Market the resident park purchase program as a viable exit strat-
egy to manufactured community owners and real estate brokers
• Collaborate with national partners on federal legislation for manu-
factured housing.
• Educate regional and national foundations and social investors to
attract investment and enable CASA to provide more subordinated
park purchase loans, particularly for parks in rural areas.
• Collaborate with public and private partners on a replacement
strategy to give homeowners in resident-owned communities ac-
cess to affordable single-family financing – for home replacement
or upgrades, including access to energy-efficient green housing.
Family Economic Opportunity: Advocate at state and federal levels to
improve asset-building opportunities for low-income families.
• Collaborate with partners to form the Fair Finance Coalition, a
group of state organizations that share a consumer-oriented eco-
nomic justice mission.
• Improve public awareness of low-income families and the im-
portance of asset building using newspaper op-eds, articles and
online media.
• Secure the support of Oregon’s federal delegation for the Savings
for Working Families Act and the Children’s Savings Accounts -En-
act ASPIRE Act – two pieces of federal legislation that would make
IDA-type programs universal and scalable.
• Initiate on-going newsletter series for stakeholders addressing
trends and policies affecting low-income familes.
• Collaborate with partners to organize an annual state conference
to highlight the need for state initiatives that support asset build-
ing and financial security for low-income residents.
• Continue participating in policy advisory groups to develop and
test pilot asset-building projects serving specific populations.
“A better life is my
dream.
CASA is my hope.”
– who??
CASA Strategic Plan 2012 – 2015 11

12. CASA Changes Lives
Accomplishments
Partners
Government Housing and Community Development
Federal, state, local • 1,136 units of multi-family housing have been built or rehabilitated for
Financial institutions farmworker families.
Non-profits
• 1,300 beds have been provided for farmworkers in rehabilitated on-farm
housing facilities.
Employers
Developers, businesses • Two Head Start facilities have been built, providing quality child care for
low-income families in Newberg and McMinnville.
Donors
• Two medical and dental clinics and three Community Center facilities have
been built, serving residents in rural areas.
CASA Manufactured Home Park Program (MHPP)
• CASA organized residents in 4 mobile home park communities, and pro-
vided training and education on cooperative ownership.
Programs • 157 former renters became owners through the conversion of 4 mobile
Housing and Community home parks.
Development
Mobile Home Parks Family Economic Opportunity Program (FEOP)
Purchase (MHPP)
• 2,666 Oregonian families have built savings through the Individual Devel-
Family Economic opment Account (IDA) program, enabling them to invest in a first home,
Opportunity Program
small business, post-secondary education and other assets.
• More than $4.8 million in IDA funds has been invested into the Oregon
economy, providing financial support for thousands of families.
• 299 new small businesses have been funded with IDA funds.
• 235 students have used their IDA to fund part of their college education.
• 382 new homeowners have purchased homes with affordable mortgages.
212 East First Street
Newberg Oregon 97132
503-537-0319
www.casaoforegon.org
12 CASA Strategic Plan 2012 – 2015