HomeMy WebLinkAboutDiversity Coalition HSG 2024-25 ApplicationHuman Services Grant Application
2024-25 Application Questions
Part 1 Basic Information
1. Organization Name *
Diversity Coalition San Luis Obispo County (DCSLOC)
2. Fiscal Agent (if different than above)*
n/a
3. Project/Program Name *
Black, Indigenous, People of Color (BIPOC) Board Leadership Training Program
4. Requested Amount *
10000
5. Name of Person Completing Application *
Greg Ellis
6. Name of Person for Grant Communication and Contract for Grant Cycle (if different from above)*
Greg Ellis
7. Organization Mailing Address *
P.O. Box 376, Arroyo Grande, CA 93421
8. Phone *
7603825164
9. Email *
gregjohnellis@gmail.com
Part 2 Organizational Information
1. Purpose/Mission Statement *
Diversity Coalition of San Luis Obispo County ’s (DCSLOC) mission is to build and sustain a coalition that seeks a more diverse, equitable, and
inclusive community through advocacy and education.
2. Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Purpose/Vision:
Over the last 12 years, we have focused on coalition building and education through the sharing of personal stories to promote empathy
and foster understanding. Our vision is of a SLO County where everyone feels safe and valued by the diverse perspectives that they bring to
each space.
Primary Activities:
School Speakers: We bring renowned diversity speakers to schools, educating a predominantly white audience on diversity issues while also
affirming our BIPOC audience’s lived experiences.
Fostering Understanding Community Forums: We focus on bringing different community members to foster understanding through
community presentations and panel discussions around issues of diversity, equity and inclusion.
Climate Justice Alliance: Recognizing a need to connect climate change to social justice, we co-organized the formation of the San Luis
Obispo County Climate Justice Alliance, bringing together a variety of organizations from government, academics and the nonprofit sector
to develop just and effective solutions to climate change. Additionally, and in coalition, we have secured grant funding to work on more
relatable messaging around electrification for BIPOC and low and middle income communities in California.
BIPOC Board Leadership Training: Our BIPOC Board Leadership Training program launched in 2023 and has graduated 13 BIPOC leaders,
providing comprehensive board governance training to local BIPOC professionals, providing assistance for matchmaking with nonprofit and
agency boards. We have signed up 14 nonprofits seeking BIPOC board members. The program provides comprehensive board governance
training to local BIPOC professionals and assistance for placement with nonprofit and agency boards. Our goal is to tackle the current lack
of fair representation in SLO County. We have also leveraged support from Spokes, the local nonprofit resource center, to provide DEI
training for white board members.
Operating Structures
Our current operating structure consists of an Executive Director and Program Director working with the Board of Directors to determine
organizational strategy and plan and implement programming. The board members take on specific roles to support program
implementation and expansion (see attached Organizational Structure document). The Program Director, our second paid staff member,
was hired to lead development and implementation of our new BIPOC Board Leadership Training Program. With guidance from the
Executive Director, volunteers support our educational events and outreach.
3. Name of Executive Director *
Rita Casaverde
4. Name of Board President or Chair *
Cornel N. Morton
5. Number of paid staff (full or part-time)*
1
6. Number of volunteers *
196
7. Describe the community(ies) your organization supports *
Through our programming we support a wide range of community members who face systemic barriers. Our advocacy in the county helps
to shift power structures, directing funding to disadvantaged communities, while our educational programming helps create allies who
support and work towards more equitable laws and distribution of resources. We provide BIPOC, refugees, LGBTQ+ individuals, and other
often marginalized community members with platforms to share their stories in their own words through our speaker series. Through our
BIPOC Board Leadership Training Program, we seek to support BIPOC individuals in accessing board leadership positions by providing
comprehensive training and networking opportunities. We will partner with Spokes, a local nonprofit resources agency, to leverage their
community connections and increase DEI training for local nonprofit boards. This partnership will increase the success of our matching
process by ensuring that trainees have a better experience and longer terms of service when joining majority white boards.
8. Approximate Annual Budget *
$285,000
9. Major Sources of Funding *
Energy Solutions - $40,000; City of San Luis Obispo - $17,500; City of Morro Bay - $6,000; City of Arroyo Grande - $5,000; PG&E - $5,000;
Institute for Climate Leadership & Research - $5,000; Individual Donations - $50,000;
Part 3 Project/Program Information
14. In the table below include a minimum of four (4) metrics or performance outcomes that
relate to the implementation/success of the project. Examples include: # of SLO City
residents served, # of referrals provided to individuals seeking social services.
Methods of Evaluation Indicators of Success / Measurable Outcomes
16 Number of Homelessness-related Organization's targeted for
improved diversification of board leadership
30 # of graduates trained
20 # of nonprofit boards trained in DEI & retention best practices
50 # of nonprofit board members trained in DEI & retention best
practice
1. Please provide an executive summary of proposed project/program *
We request $10,000 to support our BIPOC Board Leadership Training Program--this developing program requires strong community
investment to establish and grow, therefore our request is for the maximum funding amount. First, our BIPOC Board Leadership Training
increases the pool of trained, willing and supported BIPOC ready to serve on boards, overcoming a perceived shortage. We plan to have 2
(two) trainings every calendar year. Each training will last two days and will have a cohort of 12-15 diverse BIPOC participants. Second, after
each training, we will provide board placement assistance services for BIPOC individuals with nonprofit boards through direct
communication as well as in-person mixer events held twice annually, overcoming systemic barriers in traditional board recruitment
methods. We aim to match 10-15 local boards with a BIPOC training graduate within a year of training completion (5-8 per cohort). Third, we
work with our partner Spokes to provide DEI training to local agencies interested in diversifying their boards, improving their ability to
recruit, retain and support BIPOC board members, reaching 50 board directors at 20 nonprofits.
2. Total Project Cost?*
$108,600.00
3. Requested Project Amount *
$10,000.00
4. Please provide a detailed description of proposed project/program *
This grant will support our Black, Indigenous and People of Color (BIPOC) Board Leadership Training Program, partially funding a paid
Program Director position in our organization to lead program implementation in a focused and intentional way, and to cover a portion of
the operation expenses--we request $10,000 over 12 months. Our program addresses a critical issue of board leadership diversity raised
through the Unity Committee Report done through the Sheriff ’s office, one of the only documents in SLO County recognizing systemic
racism. This is a new program which addresses the lack of diversity in nonprofit and agency governance by: 1. increasing the number of
BIPOC trained and ready to serve on boards through a comprehensive BIPOC board leadership training program; 2. facilitating placement of
BIPOC on boards through direct coordination and mixer events; 3. increasing demand for and recruitment and retention of BIPOC on
boards by training existing nonprofit boards in boardroom DEI best practices.
Strategy: BIPOC Board Leadership Training
There has been no substantial effort in our county to increase BIPOC capacity to serve on boards, and therefore barriers of culturally-
relevant and supportive technical training, confidence-building and mentorship required for BIPOC to break into leadership positions have
been a limiting factor, contributing to predominantly white boardrooms in both the nonprofit and government agency sectors. Our program
will train BIPOC specifically, with attention to the intersectionality of disability, immigration status, gender and age, etc. to increase the pool
of eligible, willing and supported BIPOC board members available to SLO agency boards. We will recruit widely throughout San Luis Obispo
County to attract BIPOC to the program, in addition to recruiting among our diverse array of affiliate organizations. We will hold two
trainings per year with each training cohort consisting of 12-15 BIPOC participants. Each two-day training will cover topics including Board
Governance, Finance, Fundraising/Networking, and Strategic Leadership Management. Each cohort will have the opportunity to connect
with each other, creating mini diverse networks. Additionally, our training instructors will also be BIPOC, experts in their fields, who will
open their own networks to our trainees.
Strategy: BIPOC Board Member Placement Assistance
Despite recognizing the need to diversify their boards, many organizations struggle to successfully recruit diverse individuals. One of the
main limitations is that well-established, predominantly white, existing board-member networks are hard to break through, as board
recruiting often occurs between professionals in the same field who already know one another. This also causes tokenizations of the few
BIPOC within their networks, where a few BIPOC individuals serve many roles, and BIPOC individuals in service may represent a limited
background and experience. Overall, there are few opportunities for boards to connect with BIPOC from diverse backgrounds and
experiences. We will provide board matching assistance services to BIPOC individuals, connecting them with organization boards through
direct communication as well as in-person mixer events held twice annually after each BIPOC Board Leadership Training. We will recruit 10-
15 organizations per board-matching mixer, collaborating with our partners to conduct outreach.
Strategy: Boardroom DEI Training
We will address training for dominantly white boards. Spokes will include boardroom DEI training in their annual Board Academy and Board
Officer training programs, ensuring that boards are doing everything they can to recruit and retain BIPOC board members. Spokes offers
two trainings per year and aims to train up to 50 board directors, executive directors and of officers representing up to 20 local
organizations.
Strategy: Diversify Homeless-related Organizational Boards
We will conduct target outreach and recruitment of 16 homeless-related organizations in the City of San Luis Obispo, providing information
and inviting them to enroll in our Nonprofit Board Matching & Placement Assistance Services program which will attempt facilitated
placement of BIPOC board members for their organizations as well as training for their existing board members through SPOKES. See
Question 9 below for a complete list of organizations we will target.
Over the 12 months of the grant, we expect to graduate 24-30 trainees prepared and willing to serve on local nonprofit and governmental
boards, matching them to 10-15 organization boards and dramatically shifting representation of BIPOC on decision making bodies. Spokes
will train 50 white nonprofit leaders (representing 20 organizations) in boardroom DEI best practices.
Organizations will pay a one-time $150 fee to apply for direct-placement assistance services, while trainees will pay a $500 fee to participate
in the program—this encourages personal investment in attending and completing the program and offsets some of the costs of the
training (about $3000 per person). BIPOC individuals with financial need can apply for scholarships to ensure that this fee is not a barrier.
Companies can also sponsor their BIPOC employees to attend. Spokes’ workshops have a nominal fee for participants of $10 - $30 per
person.
We will collect exit surveys from trainees and boards and will use participant feedback to evaluate and improve our program.
This program is a powerful lever that creates a profound ripple effect through the community while maximizing our use of our limited
resources. More BIPOC individuals placed on local boards will transform and expand the capacity of local organizations and agencies to
provide effective, equitable, and culturally competent services to our community members with the highest need. With the support of this
grant, we will tackle systemic inequities directly and empower other organizations and agencies in the community, many of whom are at the
forefront of providing direct services to marginalized populations, to do the same.
5. Describe the community/population the project/program will support.*
Through our Board Diversity Program, we seek to support BIPOC individuals (with attention to the intersectionality of disability, immigration
status, gender and age) in accessing board leadership positions by providing comprehensive training and networking opportunities, and
also training local governing boards how to better recruit, retain, and support BIPOC board members. Increasing diversity on local
governing boards will improve the delivery of educational, social and health services to BIPOC communities throughout our county.
6. The HRC has identified homeless prevention including affordable and alternative housing, supportive services, and
transitional housing as the main funding priority. Does your grant request meet this funding priority?*
Yes
No
7. Which other priority of the non-ranked HRC funding priorities does your request support? Please check the appropriate
boxes:*
Hunger and malnutrition prevention
Supportive physical and mental health services for those in need
Services for seniors and/or people with disabilities in need
Supportive and developmental services for children and youth in need
Services encouraging diversity, equity, and inclusivity in marginalized communities
8. Provide timeline for project *
July - September 2024
Marketing
October - November 2024
Training—Cohort #3 of BIPOC Board Leadership Training and Spokes Board Officer Training for white board members
Follow-up surveys to participants
November - December 2024
Post-training Mixer
Follow-up surveys to participants and organizations
January - February 2025
Program adjustments
Marketing and outreach activities
April - May 2025
Training—Cohort #4 of BIPOC Board Leadership Training and Spokes Board Academy to train white board members
Follow-up surveys to participants
May - June 2025
Program adjustments
Post-training Mixer
Follow-up surveys to participants and organizations
9. Identify any partnerships/collaborations that are supporting this project/program and their roles *
Spokes, a local resource and training hub for nonprofits is the primary partner for this project and will coordinate closely with DCSLOC to
leverage their non profit connections, helping recruit organizations to the board mixers. They will also lead the training of prevailing white
boards and white board members in boardroom DEI best practices.
We will recruit BIPOC trainees from our affiliate organizations. These organizations will be invited to our mixers. We will also partner with
the wider nonprofit community to involve them in mixers and board recruitment.
Affiliate organizations (not a comprehensive list):
R.A.C.E. Matters
Central Coast Coalition for Undocumented Student Success (CCCUSS)
Bloc Power
Planned Parenthood California Central Coast
Peace Academy of the Sciences and Arts
Cal Poly Office of Diversity and Inclusion
Leadership SLO
Asian American & Pacific Islanders of SLO
SLO Climate Coalition
GALA Pride & Diversity Center
SLO County UndocuSupport
Boys & Girls Clubs of Mid Central Coast
Congregation Beth David
JCC Federation of San Luis Obispo
San Luis Obispo Symphony
The Tribune
The Community Foundation of SLO County
PG&E
Tech Clean California
RRM Design Group
City of SLO
County of San Luis Obispo
Lumina Alliance
We will also specifically target outreach to the following homeless-related organizations:
40 Prado Homeless Services Center
5 Cities Homeless Coalition
CalWORKs Homeless Assistance Program
Catholic Charities San Luis Obispo
Cougar Food Pantry
Economic Opportunity Commission Of SLO County
Family Care Network
Food Bank Distribution
Friends of 40 Prado
Maxine Lewis Memorial Shelter
Peoples Self-help Housing Corp.
Shower the People
Stand Strong Women's Shelter
Transitions-Mental Health Association
Welcome Home Village
Women's Shelter Program
10. Describe your plan for sustainability beyond the City’s one-year award funding *
A continuing investment from the City of SLO will have a high impact in helping our program succeed with our early training cohorts,
building a name and increasing our profile to sponsors, donors, paying trainees and grantors who will continue to support the program
financially into the future. This grant’s benefits will persist through its legacy impacts of training new BIPOC board members, training
existing boards in DEI best practices and providing placement assistance with local nonprofits and agencies, leveraging Spokes connections
with local nonprofits, improving local capacity of boards to deliver effective, culturally competent services. Spokes will integrate DEI
boardroom best practices training and retention into their annual Board Academy and Board Officer Training curriculum, ensuring that the
impacts of this grant are carried on into future years. This program is currently being developed, with the first cohort completed in the fall
of 2023 and the second planned for spring of 2024. Once developed, the program will persist as a regular part of the Diversity Coalition of
San Luis Obispo County ’s programming. We will continue the program as long as we can secure funding, and resources have been
dedicated to this effort in the form of budgeting the program as a part of the organization’s annual budget and dedicating resources to
grant writing and fundraising. A highly qualified Program Director, with past experience leading similar board leadership training has been
hired to develop and implement the program and will continue its operation into the future, training more BIPOC board members and
placing them with local nonprofits with a goal of graduating 100 trainees within 3 years.
11. Describe the plan for promoting this project, program, or service within the City of San Luis Obispo *
We will recruit widely throughout the City of San Luis Obispo to attract BIPOC professionals to the program. In addition to recruiting directly
among our diverse array of affiliate organizations, we will conduct direct outreach to local nonprofits and city government diversity offices,
inviting them to be involved in the mixers. We will publicize our program through our email list and social media, and a number of our
affiliate organizations will cross-promote our program on their networks. We will conduct in-person outreach at our SLO-based Fostering
Understanding events. Spokes, a resource hub for local nonprofits, will also conduct outreach on our behalf. Spokes will work closely with
the San Luis Obispo Chambers of Commerce to advertise through E-Blasts, flyers, and a Good Morning SLO “soap box.” In addition to these
methods Spokes will also advertise through: Social media; Direct mail to nonprofits; Spokes email newsletter, outreach to membership;
Radio and television PSA’s, such as KCBX, KVEC, KSBY. We will also reach out to Cal Poly’s Office of University Diversity & Inclusion as well as
the Student Diversity & Belonging Department. We will also promote our program through press releases to local media.
12. Est. Number of people served through this project/program *
2,000
13. Est. Number of SLO City Residents served through this project/program *
2,000
Attachments
Copy of Organization’s most recent complete fiscal year financial statement (for the previous year because it is the
middle of the current fiscal year) including a statement of financial position/balance sheet, statement of revenue &
expenses/income statement, profit & loss.
Financial Statement *
DC Financials 2023.pdf 87.17KB
1-page Organization Chart *
DCSLOC Organization Chart.pdf 88.66KB
Document Certifying Federal Tax-Exempt Status *
DCSLOC Letter of Determination (IRS).pdf 249.94KB
1-page detailed budget for the program including how the total requested amount of grant would be spent.
Budget *
FY24 SLO City HSG Budget - Sheet1.pdf 55.09KB
1-page DEI statement that includes:
Applicants’ understanding and application of DEI
Affirming language that creates access and a sense of belonging in our community apart from grant
Explain how this project will advance DEI in the City of SLO
DEI Statement *
DCSLOC DEI Statement.pdf 53.59KB
The Diversity Coalition of San Luis Obispo County |Organizational Chart
Organizational Chart
Rita Casaverde -Executive Director -Atascadero
Rita Casaverde was born and raised in Lima,Peru and moved to California in 2012.In
Peru,Rita received the Green Youth award by the United Nations.This award recognized her
conservation work with communities in the Andes of Peru where she helped protect an endemic
forest and multiple watersheds.
After moving to California,Rita had the opportunity to build a career in the Tech industry
as a Product Manager,but after eight years working for local tech companies,she decided to
join the office of Congressman Salud Carbajal to streamline her passions.In 2020,Rita and
other community leaders helped found SLO County UndocuSupport with the goal of financially
supporting immigrant families during the COVID-19 pandemic.
Rita joined the Diversity Coalition as Executive Director in 2022.
Vickie Prothro -Program Director -Los Osos
Victoire “Vickie”Prothro is our Program Director for the BIPOC Board Leadership
Training Program.Vickie brings her nearly 30 years of experience in community engagement
and project management to Diversity Coalition.
Vickie moved from the Los Angeles area to San Luis Obispo County in 2022.Contracted
by the SLO Climate Coalition as its first Interim Executive Director and subsequently as their
Equity Advisor.She previously held the position of director of communications and operations
for the African American Board Leadership Institute (AABLI).She produced the organization’s
first AABLI Board Talks video series.Before joining AABLI,she worked as an independent
contractor,performing communications,outreach,and program functions for several local
nonprofit institutions.Vickie is a cum laude graduate of Pepperdine University’s Graziadio
School of Business and Management,where she received a Bachelor of Science degree in
business management.
Cornel N.Morton -President -San Luis Obispo
Cornel N.Morton,Ph.D.is Cal Poly,San Luis Obispo Vice President for Student Affairs,
Emeritus.He has served as a consultant to public and private organizations in areas including
diversity awareness,student success,inclusivity,strategic planning,team building and conflict
mediation.
His community service includes membership on the French Hospital Community Board,
Board Member of the Martin Luther King Jr.Scholarship Committee and Life Long Learners of
the Central Coast Advisory Board.Cornel lives in San Luis Obispo County.
Trey Duffy -Board Treasurer -San Luis Obispo
Trey Duffy is a disability rights educator and former program administrator with 35 years
experience in higher education and social services.He previously served as the Director of the
Disability Resource Centers at the University of Wisconsin-Madison and Cal Poly-SLO.Mr.
Duffy has worked as a special education instructor,certified sign language interpreter,expert
witness representing colleges and universities,President of an independent living center and is
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The Diversity Coalition of San Luis Obispo County |Organizational Chart
a former President of the Association on Higher Education and Disability.He retired from the
University of Wisconsin –Madison in 2006 and from Cal Poly-SLO in 2015.
Jean DeCosta -Secretary -Co-chair of Governance -Atascadero
Jean DeCosta,Ph.D.,retired from Cal Poly,Dean of Students,Emeritus.Jean’s
background is as an educator,administrator,organizational consultant and trainer.Jean has
provided consulting to public and private organizations in the areas of conflict resolution,
communication,strategic problem solving,and team development.Jean has worked in private
practice as a clinical therapist and trained as a conflict mediator.Jean holds a doctorate in
Organizational Systems,an M.S.in Education,and was a licensed clinical Marriage,Family
Therapist.Jean lives in SLO County.
Michael Boyer -Founding Director,Past-President &Membership Chair -Co-chair of
Governance -Arroyo Grande
Michael has been a business and community leader in San Luis Obispo County for over
20 years with continued business involvement in Epic Entertainment,Doc Burnstein's,and
Pismo Beach Homes.
Michael is the CEO of the Boys &Girls Clubs of Mid Central Coast,which serves
thousands of children who need us most from Orcutt to San Miguel.Serving kids every day in
Atascadero,Guadalupe,Paso Robles,Santa Maria,and Shandon to three priority outcomes:
Academic Success,Good Character &Citizenship,and Healthy Lifestyles.
Michael is committed to the community through his board involvement as the Chair of
Stand Strong,a Director at Arroyo Grande Community Hospital Foundation,a past Director at
Big Brothers Big Sisters,a Director at The Rotary Club of Pismo Beach,a past Director at San
Luis Obispo YMCA,a Director at Diversity Coalition &a past Director at St.Patrick School
Board.Michael lives in Arroyo Grande,CA.
Sarah Conn -Director -Co-Chair of Educational Programs -Pismo Beach
Sarah Conn,DVM,is a practicing veterinarian,mother of 2 rambunctious boys,and local
business owner along with her husband,Joel Conn,at Pismo Beach Veterinary Clinic.She
holds a B.S.in Conservation Biology and achieved her doctorate from the UC Davis School of
Veterinary Medicine.
Sarah hopes to strengthen our community by building respect and tolerance for each
other and for our Earth.She promotes these values in her business,with her employees,and
with her friends and family.She has participated in service projects and educational events with
her husband and the Rotary Club of Pismo Beach/Five Cities since they moved to the Central
Coast in 2009.She has sat on the Board of Directors for the SLO County YMCA since 2019,
and has been the Events and Programs Chair for the Diversity Coalition since 2017.
In her spare time,Sarah enjoys playing Ultimate Frisbee,traveling,listening to the ocean
from her deck,and playing board games with friends and family.
Kathleen Minck -Director -Co-Chair of Educational Programs -Arroyo Grande
Kathleen taught at the Lucia Mar school district for 32 years.Promoting tolerance for
diversity and teaching about our different cultural experiences were always passions of hers.
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The Diversity Coalition of San Luis Obispo County |Organizational Chart
She sat on her district’s Wellness Committee and was her school’s Bully Prevention
Coordinator.CTA (Cal.Teachers Association)awarded her their Peace and Justice Human
Rights award for the work she did at her school and throughout her district,partnering with the
Canadian organization,Free the Children,and Heifer International,among others.She
continued her passion in her travels as well,helping to build a school in Kenya,and studying
health and education concerns with Witness for Peace and SOA Watch in Venezuela and Cuba.
As an advocate for unions,she was her school’s LMUTA union rep and sat on their board,and
was the Human Rights contact person for CTA’s local service center.She was also elected to
CTA’s State Council,sitting on the Civil Rights in Education committee,and to the NEA National
Assembly.
Kathleen retired from teaching in 2015 and currently volunteers for Wilshire Hospice,
Teddy Bear Foundation at Cottage Hospital,and Human Rights Watch.She resides in Arroyo
Grande.
Kendra Paulding -Director -Chair of Fundraising -Arroyo Grande
Kendra Paulding,a Cal Poly SLO graduate,has a Bachelor of Science degree in
Business Finance.Formerly a financial advisor at Morgan Stanley,Kendra now manages the
office at Paulding Law with her husband,Jimmy Paulding.She lives in Arroyo Grande.
Joy Pedersen -Director -Chair of Coalition Building -Morro Bay
Joy M.Pedersen,Ph.D.grew up on the Central Coast,and her experience with social
justice is both personal and professional.She serves as the Dean of Students at Cal Poly,
teaches multicultural counseling at UMass,and owns a coaching and consulting company.She
is also a founding member of the Asian Pacific-Islander Faculty and Staff Association at Cal
Poly.In all aspects of her work,she has been deeply committed to diversity,equity and
inclusion.
In addition to her professional experience,she has a B.A.in Psychology from Claremont
McKenna,an M.A.in Counseling and Guidance from Cal Poly,and a Ph.D.in Educational
Leadership &Organization from University of California,Santa Barbara.
Joe Whitaker -Director -Chair of Marketing &Communications -Arroyo Grande
Joe Whitaker,a retired businessman,is a former senior marketing executive at Mattel
Toys,Columbia Pictures and Lorimar Productions.During his career,he also acted as an
independent marketing consultant to small and mid-size children’s product and entertainment
firms.
Joe is also a long-time member of SLO SCORE,the local chapter of the national
SCORE small business counseling service.He has resided in Cypress Ridge since 2006.
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Diversity Coalition of San Luis Obispo County
Statement of Financial Position Summary
As of June 30, 2023
A !"#$ %#&'& (!')#*+ ,"$* -.+ /0/1 023/4 A5 657809300 -:-
TOTAL
ASSETS
Current Assets
Bank Accounts 136,461.68
Other Current Assets 0.00
Total Current Assets $136,461.68
Fixed Assets 981.77
TOTAL ASSETS $137,443.45
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Accounts Payable 0.00
Other Current Liabilities 0.00
Total Current Liabilities $0.00
Total Liabilities $0.00
Equity 137,443.45
TOTAL LIABILITIES AND EQUITY $137,443.45
Diversity Coalition of San Luis Obispo County
Statement of Activity
July 2022 - June 2023
A !"#$ %#&'& (!')#*+ ,"$* -.+ /0/1 023/4 A5 657809300 -:-
TOTAL
Revenue
Fundraising 222,210.11
Interest Income 0.49
Total Revenue $222,210.60
Cost of Goods Sold $977.50
GROSS PROFIT $221,233.10
Expenditures
Advertising 1,153.12
Facilities and Equipment 529.73
Fundraising Expense 633.57
Insurance - Worker's Compensation 649.89
Operations 8,855.98
Payroll Expenses 67,072.08
Professional Services 20,138.00
Program Expense 40,941.86
Travel and Meetings 509.11
Total Expenditures $140,483.34
NET OPERATING REVENUE $80,749.76
NET REVENUE $80,749.76
FY24 SLO City HSG Budget
DCSLOC Grant
Budget - SLO
City DEI Grant
DCSLOC
Costs
Item Description Unit Cost Unit Quantity Total Cost
Requested
from SLO City
HS Grant
Program
Director
Plans, organizes and
hosts BIPOC Board
Leadership Training,
coordinates with
partners, conducts
evaluations $30 hour 2200 $66,000 $8,000
Support Staff
Including ED Time,
assistant time $30 hour 270 $8,100 $0
Staff overhead
Insurance, office
cost, travel, etc.$14,500 n/a 1 $14,500 $0
DCSLOC Staff Costs Total $88,600 $8,000
Marketing
digital (social media
videos, ads) +
printing + tabling +
event fees + cohort
headshots /// qty 2
cohorts $3,250 cohort 2 $6,500 $0
Training
Materials
branded training
packet, certificates $200
cohort
participant 30 $6,000 $1,000
Venue for
training (2
trainings/year -
2 days/training
= 4 (includes insurance)$250 day 4 $1,000 $0
Meals
cohort participant +
faculty + staff,
breakfast, snacks,
drinks and lunch $38 person 40 $1,500 $1,000
Faculty
Stipends for DEI
training teachers, 2
trainings x 5 teachers
per training $500 person 10 $5,000 $0
DCSLOC Program Costs Total $108,600 $10,000
Diversity Coalition of San Luis Obispo County
DEI Statement
The Diversity Coalition of San Luis Obispo County’s (DCSLOC)mission is to build
and sustain a coalition that seeks a more diverse,equitable,and inclusive community through
advocacy and education.Our organization was founded on these values,and over the past 12
years we have centered DEI in everything we do.The Coalition envisions San Luis Obispo
County as a welcoming and inclusive community,sustained by collaborative and shared
values of equity and social justice.In order to create a safe place for all people to live,learn,
work,grow,and play,we strive to create physical space,programs,and leadership to support
our diverse human lifestyles,cultural richness,and equity in health,education,and financial
security.
All of our work focuses on promoting and furthering diversity,equity,and inclusion
in the community.These values also drive the way we plan,promote,and implement our
programs and events.We reach a diverse,representative cross section of the community,
promoting directly to our own as well as affiliate organizations’diverse memberships.All of
our School Speakers and Fostering Understanding events are free.We strive to make our
BIPOC Board Leadership Training affordable for program participants—the training is being
offered at a fraction of the actual cost,and we have scholarship options for BIPOC
participants with financial need.Our goal is to train a diverse group of BIPOC individuals
that represent different groups of incomes,disabilities,gender,backgrounds,skills,etc.All of
our community events are held in ADA accessible spaces that are easily accessible by public
transportation.Free food served at these events include gluten free,vegan and other options
that consider dietary preferences and restrictions.We also ensure that our events will not be
held on major religious or cultural holidays.
Our BIPOC Board Leadership Training Program will have a broad and long-lasting
impact on efforts to advance diversity,equity,and inclusion in the City of San Luis Obispo.
This program’s benefits will persist through its legacy impacts of training new BIPOC board
members and providing placement assistance with a wide range of SLO-based nonprofits and
agencies,improving capacity of boards to deliver effective,culturally competent services to
SLO City residents for years to come.