Business plan edited_final-10-17-20111

Business plan
BUSN 460 - Senior Project

Kenia Alvarez, Tana Campbell, Bryan Hatcher, Marcus Hill, Michael Mapes, Louis Molnar, John Proffitt,
Patrick Rimmer, Curtis Sinkfield, Lorena Vasquez, Carlos Vazquez
10/17/2011

Table of Contents
Table of Contents........................................................................................................................................2
Mission Statement.......................................................................................................................................3
Business Description....................................................................................................................................4
Goals........................................................................................................................................................4
Core Value (Competencies).....................................................................................................................4
Vision.......................................................................................................................................................5
Internal Management Team........................................................................................................................5
Executive Director, Otis Young................................................................................................................5
Responsibilities:...................................................................................................................................6
Deputy Director, Nikki Young...................................................................................................................6
Program Manager/ Coordinator, Nikki Young.........................................................................................7
Director of Finance/ Accountant – John Abraham ..................................................................................8
Qualifications:......................................................................................................................................8
Technology/ Facilities Manager – Otis Young .........................................................................................8
Marketing/ Public Relations (PR) Director – Otis Young/ Nikki Young.....................................................9
Qualifications:......................................................................................................................................9
Responsibilities:.................................................................................................................................10
(Psychiatric) Nurse – Ann Vincent.........................................................................................................10
Curriculum Developer/ Lead Instructor – Nikki Young...........................................................................12
Patient Care Coordinator/ Instructors – (3) Vacant...............................................................................13
Qualifications: ...................................................................................................................................13
Responsibilities..................................................................................................................................13
External Management Team.....................................................................................................................13

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Dream Young Marketing Plan....................................................................................................................15
Grant Sample Cover Letter................................................................................................................16
Grants for Nonprofit Organization.....................................................................................................18
Financial Plan.............................................................................................................................................19
Projected Revenues:..............................................................................................................................20
Break Even, Profit/Loss analysis:............................................................................................................20
Uses of Funds:........................................................................................................................................20
Income Statement: Dream Young..........................................................................................................21
Balance Sheet: Dream Young.................................................................................................................22
Operations Plan.........................................................................................................................................23
Hours of Operation:...............................................................................................................................23
Location:................................................................................................................................................23
Equipment needed:...............................................................................................................................24
Coordinating Agencies: ........................................................................................................................25
Current number of clients:.....................................................................................................................25
Nonprofit 501c3 status:.........................................................................................................................25
Services provided:..................................................................................................................................25
Risk Assessment.........................................................................................................................................26
Business Law..........................................................................................................................................26
Financial.................................................................................................................................................26
Documentation......................................................................................................................................26
Facility updates and risks.......................................................................................................................26
Population.............................................................................................................................................27
Exit Strategy...........................................................................................................................................27
Environmental and Industrial Analysis.......................................................................................................27
Clients................................................................................................................................................29
Competition (Environmental) and Industry Analysis .........................................................................30
Sources......................................................................................................................................................33

Mission Statement

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Dream Young mission is helping adult individuals with disabilities transition into society,
through educational training programs that are designed to help them continue their social
development through various forms of creative media & arts.

Business Description

Dream Young is a non-profit organization dedicated to help mentally challenged adults to
integrate into the community. Otis Young started working with the Agency for Persons with
Disabilities as an independent contractor and, along with his mother, helped to establish “At
Your Request Plus” (AYRP), a waiver program. Upon moving to Tampa in 2005, Nikki Young
joined AYRP and this is when Otis and Nikki noticed a lack of developmental resources for the
clients they were servicing. Dream Young then started their non-profit organization on October
26, 2010. Furthermore, these clients did not have access to social outlets in the community and
were often misunderstood because they lacked basic social skills. Dream Young works with the
community. Regal Cinemas is an example of one known resource for Dream Young, granting
people with developmental disabilities free admission into their movie theaters. Dream Young
Arts & Media will support our member’s goals and help our participants learn to safely interact
with their communities through music, social networking programs, and basic educational skills.
i.e., telling the time, counting money, budgeting, filmmaking, etc.

Goals
1.) Increase clients from 8 to 25.

2.) To have a 100% graduation rate.

3.) To expand and upgrade Dream Young's facility to accommodate a growing number of
clients.

Core Value (Competencies)

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Dream Young's core values/competencies include everything from basic to advance life skills
training. This includes access to a professional music studio, several years of experience with
introducing people with disabilities into the community, and the ability to create personalized
programs for each client. These core value/competencies will help set Dream Young apart from
other developmental disability organizations.

Vision

Dream Young's vision is to be known as a “Boys and Girls Club” for people with disabilities.
Dream Young will support our client's goals and help them develop safely into their
communities through the use of educational skills, music, and media. Dream Young wants to
provide a place where people with disabilities will feel free to go and socialize, develop their
talents, and learn social skills to help them live independently in society.

Internal Management Team

Executive Director, Otis Young

Otis Young was born in Brooklyn, New York and grew up in Miami, Fl. In 2001, Mr. Young co-
founded Landmark Entertainment Corporation (LEC) and was a musical artist who performed
with the group, The Committee Executive Alliance. In addition to developing the company’s
corporate policies, structure, strategies, key brands and products, Mr. Young lead the
negotiation of corporate contracts in the areas of: music publishing, record distribution and
music production. His experiences in the music industry have given Mr. Young a keen insight on
how to effectively manage a business, with limited resources and how to expand modest
operations to a global level.

In 2001, Mr. Young was integral in LEC’s global launch of the Billboard hit record, “Get Crunked
Up”. After several years in the music industry, Mr. Young was compelled to give back to the
community, so he relocated from Miami to Tampa and completed his Waiver Provider Program
certification, with the State of Florida’s Agency for Persons with Disabilities (APD). Mr. Young
spent the next six years working for At Your Request Plus, a nonprofit organization he co-
founded, as a Supported Living Coach, servicing individuals with disabilities and assisting them
with living a more balance life, assisting them with job placement and living arrangements,
gaining extensive experience in assisting developmentally challenged people with maintaining

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their independence, enabling them to successfully integrate into their community while being
socially and financially secure through close supervisor and innovative education methods.

Responsibilities:
• Represent the company as an ambassador of public advocacy programs in the Tampa
metropolitan area, with particular concern for the developmentally disabled people of
the community, by working with local organizations that are designed to assist disabled
people.
• Implement the strategic goals and objectives of the organization
• With the chair, enable the Board to fulfill its governance function
• Provide direction and leadership toward the achievement of the organization's
philosophy, mission, strategy, and its annual goals and objectives.

Deputy Director, Nikki Young

Nikki Young was born in Manhattan New York and raised in Miami, Florida. Mrs. Young has
worked in the nonprofit community for over 11 years. From 1999 through 2002, Mrs. Young
worked for the 1st Time Homebuyer Loans Program for the Miami-Dade Affordable Housing
Foundation, in Miami, Florida. While there, Mrs. Young was instrumental in promoting the
federally funded American Dream Down-payment Initiative (ADDI); an initiative designed to
assist low-income first-time homebuyers in purchasing single-family homes.

In 2002, Mrs. Young transitioned to a Housing Counselor position with the Miami-Dade Public
Housing Authority in Opa Locka, Florida, where she hosted monthly 1st Time Homebuyers
Workshops to educated homebuyers through seminars, credit counseling, and financial
management programs. In 2005, Mrs. Young relocated to Tampa, where she received her
certification as a Supported Living and Supported Employment Coach, with the State of
Florida’s Agency for Persons with Disabilities (APD). She was subsequently hired-on as a
contractor with APD, where she currently contributes to social and physical development
programs for the developmentally disabled.

As an independent contractor, Mrs. Young noticed the lack of training programs designed for
people with developmental disabilities, past the age of 18. These training programs included
assistance in teaching them the basic social and educational skills to help them become more
independent in their communities. Mrs. Young, in collaboration with her business partner Otis
Young, has identified an opportunity to facilitate the needs of mature members of the

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developmentally disabled community by teaching them how to seamlessly integrate into
society.

Responsibilities:
• Develop a program that aligns with the mission of the organization
• Internal and external facing responsibilities with local charities
• Business development and reporting
• Evaluation of high-quality client delivery services
• Written products to administration
• Overall cognizance on Information Technology, reporting, facilities, and human capital
(HR/recruiting, mentoring, career progression).
• Partner closely with the ED to chart Dream Young’s future growth and strategic
response to the increasing demand for the organization’s services.

Note: Mrs. Young will initially serve as Lead Instructor, developing the curriculum for a pilot
program, and as the Program Manager, until an adequate candidate is selected.

Program Manager/ Coordinator, Nikki Young

Responsibilities:
• Observe the responsiveness of the Waiver Provider Program, to include:
 Monitoring the individual progress of clients
 Assisting the curriculum developer with training analysis and documentation of
training results.
• Coordinate the work outlined in the goals of the project and for writing the research
summary reports.
• Submit program findings to organizations that promote awareness and support for
developmentally disabled individuals.
• Work with the Deputy Director to identify current and future needs and opportunities to
expand operations.

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Director of Finance/ Accountant – John Abraham

Currently, Mr. Young manages the internal account ledger at DreamYoung, with financial
management assistance from John Abraham, an accountant at At Your Request Plus.

Qualifications:
• Five to eight years of professional experience managing the finance and administration
in the non-profit sector.
• Experience creating and driving the analytic framework for planning and managing
organizational change in a highly entrepreneurial organization.
• Bachelor’s degree (MA/MBA preferred) in Business, Management, or Finance .
Technologically savvy, with an ability to point to examples of having worked with IT staff to
develop and implement new processes and systems that increased efficiency in a fast-moving
environment.

Responsibilities:
The Director of Finance will serve as a business partner to the Executive Director by building
and managing effective and streamlined administrative/financial systems, including: financial,
accounting, legal, information technology (IT), human resources (HR), and physical
infrastructure.

• Review and approve preparation and finalization of monthly and annual financial
reporting materials and metrics for Dream Young and its board of directors.
• Oversee budgeting, financial forecasting, and cash flow for administration, existing
programs, and proposed new sites.
• Coordinate all audit activities.
• Develop Dream Young’s IT plan for the future, and implement it successfully to meet IT,
and other program needs (hardware and software), as the organization grows.

Technology/ Facilities Manager – Otis Young

Dream Young’s computer and networking topology is currently managed by Mr. Young. Internet
access is provided through Bright House Networks, Tampa, FL. A wireless network has been
implemented to connect 5 computer systems within the company’s local area network, via a
wireless router.

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Responsibilities:
The Technology Manager reports to the Deputy Director and is responsible for both the day-to-
day maintenance of Dream Young’s equipment and technical operations, as well as for
developing and executing the long-term vision for how technology can enhance programs and
Dream Young’s overall mission.

• Administration of the company website, email accounts, and servers
• Interaction with IT vendors for procurement of IT equipment
• Troubleshooting, installation, distribution, and maintenance on computer and wireless
systems and peripherals
• Install software programs and maintain software licensing
• Work with the Deputy Director to define a long-term vision for how technology can
enable program staff to do their work more efficiently and effectively .

Marketing/ Public Relations (PR) Director – Otis Young/ Nikki Young

Mr. Young and Mrs. Young currently share responsibility in this position. The Marketing
Director will have overall cognizance on marketing, fundraising, and coordination of public
events. The Marketing Director will also be tasked with engaging citizen philanthropists through
grassroots strategies, like mobilization campaigns and social media. The ideal candidate will
have a demonstrated interest in the mission and goals of the organization and will have a
minimum of three to five years of experience researching prospects and writing successful
grant proposals and reports to foundations.

Qualifications:
• Bachelor’s degree from an accredited college
• At least three years of experience in marketing and/or public relations for a non-profit
or commercial organization (e.g. think tank, lobbying group, political organization,
academic institution)
• Bring strong, established relationships with media organizations, editors and reporters.
• Written and oral communication skills should be top notch.
• Marketing savvy and experience in the dynamic online segment are a must.
• Independent thinker who is able to innovate, produce and execute compelling
marketing programs.
• Experience with public programs that deal with children and disabled, a plus.

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Responsibilities:
• Initiate, manage, and coordinate fundraising activities, including solicitation of
individuals, corporations, foundation and (when appropriate) government funding
prospects;
• Execute annual and multi-year development plans that includes but is not limited to an
annual campaign, major gifts, and multi-year donor group, donor cultivation and
stewardship activities, prospect identification, corporation and foundation solicitation,
fundraising events, grants management and future endowment campaigns
• Create and execute a marketing plan to consistently share the Dream Young message in
many forms including grants, publications, advertisements, special event materials,
public speaking engagements and correspondence
• Review the plan periodically to assess outcomes, and strategize annual goals as related
to Dream Young’s strategic plan
• Work with the Deputy Director and Program Manager to apply for grants and submit
progress reports and manage grant writing activities by interns and/or external
consultants
• Issue regular progress reports (weekly, monthly, quarterly and annually) to Executive
Director, Board of Directors, donors and community
• Coordinate all special events relating to fundraising and oversee staff and volunteers
working on events
• Provide support to the Executive Director as assigned and work closely with Executive
Assistant and Board Coordinator on development and marketing-related activity
• Attend events to maximize the presence of Dream Young in the Tampa area and beyond
(as necessary) to include regular presence at community and chamber of commerce
meetings

(Psychiatric) Nurse – Ann Vincent

Nurse Ann Vincent brings over 10 years of experience in case management and acute care
nursing, which gives her a unique vantage point, when working with
developmentally/intellectually disabled (ID/DD) adults. Ms. Vincent holds certifications as a
CCM (Certified Case Manager): 00140513, CPC (Certified Professional Coder), and Registered
Nurse in the state of Florida (Florida RN-9255630). Her skills compliment a wide range of
preventive health services, including management of disease prevention and development of
patient specific care plans. Nurse Vincent’s diverse and relevant background in acute care and
medical administration will minimize the impact of health needs which may interfere with the
ability of Dream Young’s clients to learn and reach their full potential.

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The role of this position at Dream Young is to advance the well-being, academic success, and
life-long achievement of mentally and developmentally disabled clients by facilitating positive
responses to social development; promote health and safety; intervene with actual and
potential health problems; and actively collaborate with others to build student and family
capacity for adaptation, self-management, self-advocacy, and learning. Infections, injuries,
asthma, diabetes, allergies, and emotional difficulties related to these health conditions may
lead to absences and academic challenges if left unattended or not addressed properly. The
nurse is an invaluable partner in ensuring that students are healthy, safe, and prepared to
learn.

Responsibilities:
• Promotes and protects the optimal health status of young adults and adults
• Provides health assessments:
 Obtains a health history
 Screens and evaluates findings of deficit in vision, hearing, scoliosis, growth, etc.
 Observes the child for development and health patterns in making nursing
assessment.
 Identifies abnormal health findings.
• Develops and implements a client health plan:
• Interprets the health status of clients to parents and faculty.
• Initiates referral to parents, school personnel or community health resources for
intervention, remediation and follow-through.
• Provides ongoing health counseling with clients, parents, faculty, and/or health
agencies.
• Utilizes existing health resources to provide appropriate care of clients.
• Maintains, evaluates and interprets cumulative health data to accommodate individual
needs of clients
• Plans and implements company health management protocols
• Participates in home visits to assess the family needs as related to the client’s health
• Develops procedures and provides for emergency nursing management for
injuries/illnesses
• Promotes and assists in the control of communicable diseases.
• Provides health education and anticipatory guidance:
 Provides direct health education, and health counseling to assist clients and
families in making decisions on health and lifestyles that affect health.

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 Participates in health education directly and indirectly for the improvement of
health by teaching persons to become more assertive health consumers and to
assume greater responsibility for their own health.
 Counsels with clients concerning problems such as pregnancy, sexually
transmitted diseases and substance abuse in order to facilitate responsible
decision-making practices.
 Serves as a resource person to the company staff members in health instruction.
 Coordinates school and community health activities and serves as a liaison
health professional between the home, school and community.
 Acts as a resource person in promoting health careers.
• Engages in research and evaluation of school health services to act as a change agent for
school health programs and school nursing practices.
• Provides consultation in the formation of health policies, goals and objectives for Dream
Young.

Curriculum Developer/ Lead Instructor – Nikki Young

Mrs. Young currently shares responsibility in this position with Otis Young. The Curriculum
Developer/ Lead Instructor will have prior experience working in a life skills development
program. They will be responsible for the development and implementation of instructionally
effective and highly interactive training programs that are designed to enhance the personal
and social independence of developmentally disabled people.

Responsibilities:
The Curriculum Developer/ Lead Instructor will maintain training programs in the following
areas:

• Elementary Academics – Based on an initial skill assessment test; clients will learn
reading, writing, and math skills. Computer Training - Instructors administer a program
designed to expose developmentally challenged persons to computers.
• Social Skills and Community Awareness Development - Classes are designed to foster
independence in society, with an emphasis on money tendering, employment, and
utilization of public transportation.
• Physical Education – Training on personal hygiene, nutrition, and the human body. As
part of health awareness, clients learn exercises for staying physically fit.
• Arts and Media – Program that exposes clients to arts and media. Clients will participate
in training designed to promote individuality and special skills in the music/media fields.

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Patient Care Coordinator/ Instructors – (3) Vacant

The goal is to onboard 3 instructors, as the company expands, each with unique qualifications
that enable them to perform in the specific areas of the curricula (creative arts, music,
cinematography, computers, and life coaching). In order to assist local colleges and universities
with credit for internships, Dream Young will actively work with and seek out qualified students
who wish to enter the healthcare industry after graduation. The instructors will support the
Lead Instructor with the implementation and instruction of emerging academic and personal
development programs. Additionally, Dream Young will aggressively seek individuals who are
proficient in sign language, bi-lingual, and have prior experience working in a life-skills,
developmental setting.

Instructors will teach/facilitate classroom activity approximately 5 hours per week, and serve as
an advisor for approximately 12 program recipients.

Qualifications:
• Bachelor or Associates in Psychology or other related field, preferred.
• Preferred bilingual, with oral and written skills in Spanish and English.
• Approved Florida Waiver Provider Program certification(s)

Responsibilities
• Provide supported living, supported employment, in-home services, and companion
services, to clients.
• Instruct mentally/developmentally challenged individuals in life skills
• Provide reports on client status and maintain medical confidentiality in accordance with
legislation, policies, and procedures
• Participate in mental health programs and sports and recreation programs
• Assist in the organization of special events including dances and feasts
• Coordinate workshops on mental health and mental health issues
• Provide community education and support program

External Management Team

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Board of Directors - An outside Board of Directors will be assembled, including highly
qualified individuals from throughout the community. This board will consist of experts in the
health care and nursing care field, as well as donors, family members of residents, and other
respected members of the community. Working with the management team, they will aid in
making appropriate and effective decisions that will benefit the lives of our clients, as well as
foster the long–run success of the organization.

Attorney – An attorney will be retained, to provide advice on complex regulatory and
compliance issues, assist with the structuring and negotiation of transactions, represent clients
in government audits and investigations, implement a variety of contractual arrangements, and
counsel clients on the full range of legal issues affecting the healthcare industry.

Specific legal needs include:

• Liability insurance

• Acquisition of local and state business permits

• Acquisition of a business license

• HIPPA regulatory procedures

• Establishment as a 501c3 nonprofit organization (Currently in the process of applying,
via Bay Area Legal)

Staffing - In order to achieve a higher level of personalized care, Dream Young will be tailored
to meet the needs of what the state of Florida classifies as “mild to moderately challenged
individuals”. If the facility were to serve more severely retarded individuals, the staffing levels
would have to be increased dramatically to meet state requirements. Our organization will
consist of a direct care staff composed of patient care coordinators, a nurse, a day program
staff, and a facility services staff. In total our current staff will include approximately 4 full time
and, eventually, 6 part time employees. The following job descriptions belong to future,
anticipated requirements:

• (2) Cooks/Servers –

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 Responsible for the development of meal plans, taking into consideration
residents wants and needs.
 Responsible for planning and ordering necessary food and equipment.
 In charge of food preparation for the entire facility.
 Maintain adequate records on resident-specific needs so as to accommodate
necessary dietary and nutritional requirements.

• (1) Housekeeping Services - These services will be outsourced through an outside firm.
 Responsible for cleaning and maintaining the facility, including all common
areas, restrooms, the activity center and resident's individual rooms.

• (1) Receptionist –
 Responsible for answering phones, greeting guests and other administrative/
supportive tasks

Dream Young Marketing Plan

When thinking about the mission of Dream Young organization, which is helping adult
individuals with disabilities transition into society, it is clear how this will be accomplished. That
is it will be through educational training programs that are design to help them continue their
social development through various forms of creative media & arts, and fundraising activities.
This marketing plan for Dream Young will maximize their potential for raising the funds for
sustainability, and the growth of their clients.

There are a number of different ways that Dream Young is able to raise the funds necessary to
stay operational. Some of those implementations will be seen in radio and TV promotions,
community awareness functions (such as walk in donations and picnics), and through
state/federal grants.

When trying to get funding for the long term, the solution is found primarily by searching for
state and government grants that will support the cause of helping adults who are mentally
challenged gain independence through training programs. The short term solutions are t-shirt
sales, car washes, web clicks (advertisements/donations), and donations from local businesses
supporting the cause. Air time on the local radio stations in promotion of Dream Young as a
business asking for donations in helping adults who are mentally handicap gain their
independence is another way to market their organization to make people aware of their
facility.

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Another way to advertise Dream Young is by having pamphlets created and distributed to local
hospitals, clinics, and including Department of Family Services stating the services that Dream
Young provides for those adults who challenges of being independent.

Marketing Dream Young as a foundation for helping adults between the ages of 18 and 45 gain
their independence through coaching and training will be a challenge, but through dedication
and hard work it can be done.

The previous ideas stated are some ways that Dream Young can use to get the necessary funds
needed to make their dreams come to true for helping young adults who have mental
challenges to become independent.

Presently taking place: Selling T-Shirts with the slogan “Know Your Purpose” (in the future may
be made by clients) are being sold at events for charity. Proceeds have gone towards helping
young children in the community attend a Positive Artist Music Event called “Crunked for
Christ”.

Future plans: “Bake Sale” where foods are prepared by clients and sold to the public. Provide
social development through benefit concerts, arts and craft festivals, nearly anything that
brings people together, and to share their talents and skills. Provide a “car wash” service where
clients are doing some labor oriented work, while gaining a sense of teamwork. Utilize website
advertisement for donations that will come from 3rd party vendors, creating commercials for
play on local radio station, or network television. Art shows that will market the organizations
presence to the community service while shining light on local talents of all ages and artistry.

Grant Sample Cover Letter
Date: month, day, 2011

Dear Mr. or Ms. or Mrs. Last Name First Name,

Name of the office,

Address of the office,

United States.

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I would like to introduce my organization Dream Young. Dream Young is a non-profit organization
dedicated to helping mentally challenge adults to integrate into the community. Dream Young's vision is
to become known as a Boys and Girls club for persons with disabilities. Dream Young will focus on
helping people with developmental disabilities to develop critically needed reading and math as well as
the creation and production of music and documentary films that they will be featured in and produce
themselves. Topics will include HIV/AIDS Prevention, Safety While Online, etc. We are helping
underserviced adults with disabilities population in Tampa, Florida region since 2005. We are an
organization in the Tampa region solely devoted to bringing arts, educational, and cultural opportunities
to the full range of undeserved audiences (Art-Reach, Inc. 2011). We have spent around $… 000 per
years since 2005 to help out people in need. Till date, we have collected these funds from local
charitable institutions, community corporate, and business enterprises etc.

As I have mentioned that we are helping underserviced population in Tampa, Florida area since 2005.
However since 2008, situation changes are mostly due to recession. Due to this, on one side
contributions from different organization reduced substantially and on the other side the number of
underserved adults with disabilities has increased in the Tampa region. Now, we are finding difficulties
to help underserved people in the Tampa region. I have enclosed Budget Form 524 which helps you to
understand our requirement to fulfill a desired objective to serve people in need.

I want to mention that the purpose of our organization is truly in line with the guidelines issued by the
federal government. I am submitting all required documents with this letter. I also want to mention that
the board of directors is in full support of this project and looking forward for federal grant to serve
people in need of a better way.

I am ready to provide any other detail about the organization or project for which we are in need of for
federal grants, if required. Our staff and clients are looking forward for your positive response.

Sincerely,

Signature of Executive Director

(Name of Executive Director)

ENCLOSURE:

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1. Cover Form 424,

2. Budget Form 524,

3. Assurances Form,

4. Drug Free Workplace Form,

5. Lobbying Form and

6. Other enclosure (US Government Grants, 2011).

Grants for Nonprofit Organization

Grants are a kind of financial assistance from the federal government or/and federal agency to a
recipient (organization or person). The real basic purpose of federal grant is to provide the fund to those
persons or organizations that are in the business of caring people in need. Federal grant provides fund
to these people so that they are able to help more people in a better way. Federal government provides
grants to a nonprofit organization having 501(c) (3) status with IRS, school, colleges, universities etc.
Federal government provides following two types of grants:

1. Discretionary’ Grants: This types of grants provided by an agency of Federal government.
2. Formula or Block Grants: Under this, Federal government handover the money to States, cities,
or counties and they (states, cities, or counties) distribute money to charities and other social
service provider. Federal government distributes major part money though this grant only.
Therefore, for any nonprofit organization or any other social service provider looking for grants from the
federal government should find out organization partnering with state or local government.

According to grants catalog, over 170 programs operated by multiple federal agencies (Grants Catalog,
2006). Any nonprofit organization looking for a grant must look these 170 programs list as a starting
point. After selecting the interested program under list, the second step for nonprofit organization,
looking for a grant is to get more information, such as, when and how they can apply for federal grant
etc. from the Catalog of Federal Domestic Assistance’s (CFDA) official website – www.cfda.gov.

After that, nonprofit organization can contact to the federal agencies experts. These experts help
organization in the application stage to management of grants stage. Applicant should contact experts
identified in the grant announcement. Applicant can also contact an agency’s regional offices. The staffs
of agency help the applicant. They may also refer the applicant to local technical assistance workshops
or other organizations, which provide the same type of assistance.

Applicant should understand that federal grants are not free. Applicant has to deliver certain service,
products, or other specified deliverables to underserviced populations. Applicant has to fulfill following
forms and proposal components to apply for federal grants:

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• Cover Form 424
• Abstract
• Table of Contents
• Budget Form 524
• Assurances Form
• Drug Free Workplace Form
• Lobbying Form (US Government Grants, 2011).
• All fulfilling all these above form and other relevant document applicant should submit
it to the authorities within a prescribed time frame with cover letter. After that
authorities judged the entire grant proposal on the basis of predefined criteria and gives
points. Sample criteria for federal grants (US Government Grants, 2011) include the
following:
• Capacity of Applicant and Relevant Organizational Experience (15 points)
• Need/Extent of the Problem (25 points)
• Soundness of Approach (40 points)
• Leveraging Resources (10 points)
• Achieving Results and Program Evaluation (10 points)

After satisfying with all information provided by the applicant authorities send it for further
approval to higher authorities and if higher authorities also satisfaction with all document then
they sanction the grant of the applicant.

Financial Plan

Government Grants: Dream Young will be applying for Medical grants from the U.S
Government to help fund its facilities and operations. This will be its primary source of income.

Private Grants: Dream young will also be applying for private grants from investors/
corporations that believe in their cause.

Sales of Merchandise: Dream Young will be making T-shirts and CD’s that were made from their
patients. This will help provide a small amount of funding.

Advertising: Dream Young will be making a social website, geared to attracting Adults with
disabilities. Google Ad clicks could be added to help fund this website.

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Donations: Generous people and companies who are willing to donate to the cause. This is an
unreliable source of funding, but can still help immensely.

Projected Revenues:

Government Grants: $200,000.00 is the grant total that we are applying for.

Private Grant: $300,000.00 over the course of three years (100K per fiscal year).

Sales of Merchandise: Estimated presently at $1,500.00 per quarter.

Advertising: Unknown, depends on amount of web traffic and hits. The estimate will be
$1,000.00 per year (very low estimate).

Donations: Unknown, will depend on many factors such as generosity of individuals and
amount of time and effort spent on seeking donations.

Break Even, Profit/Loss analysis:

As a Non Profit, Dream Young does not wish to make much profit, and must keep its profit
bellow GAAP standards.

However, a loss will not be sustainable indefinitely. Dream Young must make be able to make
an income over $105,000.00 in order to stay afloat. Ideally for cushion sake, Dream young
should set a target of $115,000.00.

Furthermore, Investigation needs to be done on the terms of our Government grant as our
expenses will exceed our funding in about one year, and eleven months.

Uses of Funds:

Dream Young will be using a great majority of its funds on the operation side. Due to the nature
of this business, funding for a nonprofit must be used towards the company, and only a small
portion can be put into capital reserves (savings). What this basically means is that once we
spend it must be utilized in some area of the company. Operations will be consuming almost

32

80% of our funding.

Income Statement: Dream Young
2012-2015 (Projected)

$204,500 304,000 350,000
Gross Income*

Operating Expenses

Operating Expenses 36,000 39,000 45,000

General and Administrative** 73,500 110,000 140,000

Non Recurring 56,500 22,000 25,000

Others 11,000 5,000 5,000

Total Operating Expenses 177000 176,000 215,000

Net Income: 27,500 128,000 135,000

*This Income Statement is an estimation based on the financial information that was
forwarded by Dream Young. Gross Income was calculated by estimating sales of T-Shirts,
advertising and receiving grants.

** General and Administrative income is by far the biggest expense of this nonprofit. The
owners are allotting a salary of $35,000 each per year, with an annual increase of $5,000.
Included in the year 2013 is $40,000 or salary for another fulltime staff member, or two part
time staff.

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Balance Sheet: Dream Young
2012-2015

Assets

Current Assets

Cash And Cash Equivalents* 205,000 304,000 350,000

Short Term Investments - - -

Net Receivables - - -

Inventory 1,000 2,000 2,000

Other Current Assets 43,000 55,000 65,000

Total Current Assets 249,000 311,000 417,000

*Cash and cash equivalents are being considered as grant money received.

Liabilities

Current Liabilities

Accounts Payable 3,000 6,000 12,000

Short/Current Long Term Debt* - 5,000 5,000

Other Current Liabilities** 14,772 16,500 18,900

Total Current Liabilities 17,772 27,500 35,900

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*As of right now, Dream Young does not have any loans or notes payable due to owner
financing. Due to the likelihood of them needing at least a small startup loan, there has been
included a liability of $5,000.

** Other Current Liabilities include Facility lease (rent. Normally this is an asset) Liability
insurance and Health insurance.

Summary
Due to utilizing the full extent of GAAP accounting standards their net expenses have been
reduced from the previous estimate of $148,000 a year to $105,000. This should provide some
more leeway for funding, and operating expenditures.

Operations Plan

Hours of Operation:
Monday, Wednesday, Friday 10:00AM - 5:00PM for scheduled classes and activities.

Tuesday, Thursday 12:00PM – 5:00PM, available for appointments concerning course planning,
counseling, one on one discussion’s, enrollment, and personal evaluations.

Present operations: Current staff is working part time due to the small number of clients, and
availability of funds for salaries.

Future plans: The projected growth of Dream Young will provide full time hours, and be fully
staffed when the business need arises.

Location:
1133 Eau Claire Circle

Tampa FL, 33619

32

Facility details:

Dream Young 1567 sq. feet and less than ¼ of acre – want to expand into adjacent parking lot,
room available in present lot for expansion due to previous daycare center being on site. Dream
Young will expand from training room, to studio and arts/crafts area.

Equipment needed:
• Desks (3) Chairs (8)
• Noise free headphones (6)

32

• Wi-Fi printer
• Teaching Monitor- Big screen
• Television

Coordinating Agencies:

At Your Request Plus and APD (Agency for Persons with Disabilities) – partners with them to
determine client feasibility and potential. Goals have been identified (implementation plan,
medical history).

Current number of clients:

• Serving 5 to 6 clients

Nonprofit 501c3 status:

PCI Communications (Arlen Slabodo) 501c3 status lent by them to Dream Young (Fiscal
sponsorship)

Services provided:

Dream Young will offer a few different services from everyday basic skills, vocational skill
training, and social networking skills. Dream Young’s main goal is focusing on helping their
clients to develop the basic reading, math, budgeting, internet safety, and critical thinking skills
needed in today’s society. During their time with Dream Young their progress will be analyzed
in order to continue and focus efforts make to develop independency skills for life. Some of the
other Dream Young programs will include basic money calculations, transactions in the
community, and basic computer literacy. Clients that are interested in vocational skill training
will be screened to determine which type of development program client want to learn, once
that happens Dream Young will create a curriculum for that individual. Social networking is a
part of our daily lives so Dream Young wants to introduce it to their clients in a safe control

32

environment, so Dream Young will use DreamYoung.org to accomplish that goal.
DreamYoung.org is a social networking website that is geared towards keeping a safe and
interesting online site for individuals who have a common goal and interest. Dream Young will
also provide music writing and music production program as well as a documentary film
program for interested clients.

Risk Assessment
Business Law

Dream Young has a business lawyer to keep up with compliance of a non-profit business. The
current owners have the knowledge and resources to stay current within business law. This is
mainly for the liability of the client’s welfare and the business.

Financial

Dream Young has a backup plan of raising funds in case there are no grants or reserved funds
for the facility. We have some connections and some ideas on fund raising in case of potential
hard times. Dream Young believes that in the future it will thrive and survive to help its clients
make their mark and do better in their community.

Documentation

Dream Young is thorough on the day to day business. It documents every penny spent on the
financial part with receipt and on data. Dream Young also is a big believer on document who
the clients actually do and their achievements.

Facility updates and risks

Dream Young has the need for a larger facility to help more clients. It will be located in an area
so people will notice it and it is easily accessible. We have a layout for the curriculum to flow
from one section of the facility to another training area. This should keep chaos and confusion
at bay.

32

The facility has been thought of so there is enough capacity of 2500 to 5000 square foot. This
should be plenty of room to actually help their clients safely. With the right calculations done
that meets National Fire Code that will have 30 clients (Koffel W, 2001).

Dream Young will update the facility in order to run correctly. The electrical wiring will be
updated in order to hold enough computers for a class room and a studio. An electrical
contractor will charge almost $50 a square foot (Reliable Remodeler, 2010). An alarm and
security system will also be installed in the facility for the safety of its clients and faculty
members.

Population

There are not enough of these facilities in central Florida. These types of facilities are
needed to help people with challenges. There is little data from the census on how many clients
are in Tampa or Brandon, Florida area. This area has a population of 4,238,736 for 2010 with
9% with high school and no diploma (Tampabay.US, 2011).

Exit Strategy

This is the issue if something happens to the owner of the business. What happens to
the business if the owner is too ill to run it or possible death? There are plans in place to have a
person take over in their place? Also if they retire, it doesn’t mean they are fully out of the
business. A plan in place means we are looking fully into the future for your essential facility for
the people you help will go on getting that type of help.

Environmental and Industrial Analysis
S.W.O.T. Analysis
Strengths:

• Have the natural inspiration, desire, and dedication one should have when
helping others.

• It has a niche intertwined within the organization in dealing with the arts.

32

• Have people that will assist if needed.

• Dream Young’s staff will have vast experience and training in health care for the
developmentally challenged.

• The low number of clients allows for more personalized service and care.

• Our central location is convenient to Hillsborough County and the surrounding
areas.

• We will be an organization that tailors their program specifically to
developmentally challenged individuals over the age of 18.

Weaknesses:

• Challenges in competing for grants and other sources of funds to sustain
continuous operations.
• Dream Young must become established in order to gain trust and support in the
community.

• Strict local and state regulations associated with operating a facility of this
nature.

• Small staff with no nonprofit business management experience

• Funding entire organization out of pocket.

• Not well funded with grants and other methods.

• Small facility – home based

• Limited resources to manage multiple programs.

Opportunities:

• They have a program tailored to developmentally challenged adults.
• Studies show that mentally challenged adults are living longer, and often
outliving their parents. This creates more demand as medical technologies
continue to improve. (Westerfeldt & Wappelhorstst, 2011)

32

• In the future the demand could warrant the construction and operation of a
second facility. This facility would meet the same needs of the current operation
and would not be developed for 3 to 5 years.

• Arts are a market that many want to invest in.

• If done right, there could be many opportunities extended with helping people
with disabilities.

Threats:

• Decreased funding opportunities from the State of Florida and/or Federal
government.
• Established facilities have already gained trust and respect from the donor and
developmentally disabled community.

• Many nonprofit organizations needing the same funding and grants.

• Difficulty in finding investors or grants due to the economy.

• New entries into the market pose a threat. Dream Young must overcome
competitors by always improving the total quality of the organization, and
delivering personalized service to each client.

• Lack of fundraising jeopardizes the feasibility of the facility. However, Dream
Young’s fundraising plan is feasible, and will be executed successfully.

• Possibilities of funds getting cut (Santich, 2011)

Clients

Due to the nature of our business, we have a very specific customer profile. Our residents fit
within the following criteria:

1. Age: 18–40
2. Mild to moderate mental disability

3. Income: Varying

4. Family Status: Single

32

5. Location: Tampa metropolitan and surrounding community, including: Pinellas,
Hillsborough, Manatee, and Pasco counties.

6. Lifestyle: In need of habit and work skills training.

Our residents are looking for a personalized home like atmosphere, which affords them the
opportunity to socialize, learn and grow towards a better tomorrow. We plan to fulfill all of
these needs.

Competition (Environmental) and Industry Analysis

The competition is from existing facilities operating in the Tampa Region. These facilities have
established trust in the community, and have histories of reputable care. Dream Young’s
aspiration is to achieve a status similar or above that of Pyramid Inc. Although there are many
facilities that resemble the vision of Dream Young it may hold similar or exceed its desire and
dedication of the others. Other organizations that share their vision include, MacDonald
Training Center Inc., Pyramid Inc., Sunrise Community Inc., and Community Base Training Inc.

Dream Young holds competitive advantages over these existing facilities. The facility itself will
contain modern conveniences and a curriculum, dedicated not only to self-sustainment of
developmentally challenged individuals, designed to expose clients to arts and media. The staff
of Dream Young will be experienced and well trained, and also able to deliver personalized
care. This is due to the small number of resident clients, which allows for more interaction
between them and our staff. Overall the services we offer will be similar, but we pride
ourselves on delivering them in a professional and personalized manner. Dream Young is not
just a facility, but a way for developmentally challenged individuals to learn the life skills they
need in order to positively contribute to the community.

Santich article overview
In this article it talks about cuts on programs that help people with developmental disabilities.
These cuts will make it even more difficult for Dream Young to progress especially since they
are a newer organization and don’t really have to reputation needed to more easily get the
funding needed. (Santich, 2011)

32

Table A-6 Employment status of the civilian population by sex, age, and disability status, not
seasonally adjusted

HOUSEHOLD DATA
Table A-6. Employment status of the civilian population by sex, age, and disability
status, not seasonally adjusted

[Numbers in thousands]

Persons with a
disability Persons with no disability

Aug. Aug. Aug. Aug.
Employment status, sex, and age 2010 2011 2010 2011

TOTAL, 16 years and over

Civilian noninstitutional population 26,045 27,431 212,054 212,441

Civilian labor force 5,738 5,774 148,940 148,570

Participation rate 22.0 21.0 70.2 69.9

Employed 4,841 4,842 135,078 135,493

Employment-population ratio 18.6 17.7 63.7 63.8

Unemployed 897 932 13,863 13,076

Unemployment rate 15.6 16.1 9.3 8.8

Not in labor force 20,307 21,657 63,114 63,871

Men, 16 to 64 years



Employed 2,243 2,253 68,885 69,215


Unemployed 439 443 7,360 6,725



Women, 16 to 64 years


32

HOUSEHOLD DATA
Table A-6. Employment status of the civilian population by sex, age, and disability
status, not seasonally adjusted

[Numbers in thousands]

Persons with a
disability Persons with no disability

Aug. Aug. Aug. Aug.
Employment status, sex, and age 2010 2011 2010 2011


Employed 1,844 1,821 60,687 60,546


Unemployed 381 395 6,088 5,965



Both sexes, 65 years and over

Civilian labor force 831 862 5,920 6,118


Employed 754 768 5,506 5,731


Unemployed 77 94 415 386



NOTE: A person with a disability has at least one of the following conditions: is deaf or has serious difficulty
hearing; is blind or has serious difficulty seeing even when wearing glasses; has serious difficulty concentrating,
remembering, or making decisions because of a physical, mental, or emotional condition; has serious difficulty
walking or climbing stairs; has difficulty dressing or bathing; or has difficulty doing errands alone such as visiting a
doctor's office or shopping because of a physical, mental, or emotional condition. Updated population controls are
introduced annually with the release of January data.
(A6, 2011)

32

Sources

ReliableRemodeler.com, (December 2, 2010), http://www.reliableremodeler.com/ask/how-
much-would-an-electrical-room-cost-per-square-foot/.

Tampa Bay.US, 2011, Tampa Bay, Florida Demogrphics, Tampa Bay Partnership,
http://www.tampabay.us/demographics.aspx.

Santich, K. (2011, March 31). Gov. Rick Scott orders immediate cuts to programs for disabled.
Orlando Sentinel. Retrieved from http://www.orlandosentinel.com/features/os-scott-
cuts-disabled-20110331,0,7724142.story

A-6. Employment status of the civilian population by sex, age, and disability status, not
seasonally adjusted. Reprinted from “Economic News Release” by US Bureau of Labor
Statistics, 2011, Copywright 2011 by US Bureau of Labor Statistics. Reprinted with
permission.

Encyclopedia of Business (2011) Business Plans. (Vol. 11). Retrieved from:
http://www.referenceforbusiness.com/business-plans/Business-Plans-Volume-11/Mentally-
Disabled-Care-Facility.html

Westerfeldt, A. A., & Wappelhorstst, A. L. (2011). Mentally Disabled Care Facility.Encyclopedia
of business. (2nd ed., Vol. 11). Reference for Business. Retrieved from
http://www.referenceforbusiness.com/business-plans/Business-Plans-Volume-
11/Mentally-Disabled-Care-Facility.html

Grants Catalog. Retrieved from http://georgewbush-
whitehouse.archives.gov/government/fbci/grants-catalog-document.html

Grants Catalog. (2006). Retrieved from http://georgewbush-
whitehouse.archives.gov/government/fbci/grants-catalog-05-2006.pdf

32

Federal Grants. Retrieved from http://www.us-government-
grants.net/article_info.php/articles_id/27

ABOUT GRANTS.GOV. Retrieved from
http://www.grants.gov/aboutgrants/about_grants_gov.jsp

Art – Reach. Retrieved from: http://www.art-reach.org/ARR_index.html

Koffel Williams E., August 2001, Calculating occupant loads, 2011 CBS Interactive,

http://findarticles.com/p/articles/mi_qa3737/is_200107/ai_n8955440/

32

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