In episode 71 of Mission: Impact, Carol and her guest, Dr. Orletta Caldwell discuss:
Dr. Caldwell is a passionate and qualified educator and nonprofit management specialist. Caldwell brings more than 30 years of administrative and leadership experience to the CEO of Beyond Existing Enterprises. Highlights of a stellar and diverse career include Executive Director, Camp Baber, and Assistant Professor at Grand Rapids Community College. She has served in many professional and volunteer capacities, including Tech Soup, the Community Development Advocates of Detroit (CDAD), Metro Detroit Council of Christian Churches, Urban Renewal Commission for the city of Colorado Springs, Colorado; Board Member/Secretary, Association of Gospel Rescue Missions and the Southfield Downtown Development Authority for Southfield, Michigan. She earned her Bachelor of Public Affairs from Wayne State University, Master of Science in Management from Cardinal Stritch, and Ph.D. in Public Policy & Administration specializing in Nonprofit Management from Walden University.
Important Links and Resources:
Click "Read More" for Transcript:
Carol Hamilton: My guest today on Mission Impact is Dr. Orletta Caldwell. Mission Impact is the podcast for progressive nonprofit leaders who want to build a better world without becoming a martyr to the cause. I’m Carol Hamilton, your podcast host and nonprofit strategic planning consultant. On this podcast we explore how to make your organization more effective and innovative. We dig into how to build organizational cultures where your work in the world is aligned with how you work together as staff, board members and volunteers. All for this is for the purpose of creating greater mission impact.
Orletta and I talk about her work with African- American led community-based organizations. We explore the specific challenges these organizations face, what folks need to be aware of when they shift from being a project to being an organization, and why it is so key to understand that even as founder you do not “own”
Welcome, Orletta. Welcome to Mission Impact. Thank you. So I'd like to get started with a question around what drew you to the work that you do? What, what motivates you? And what would you say is your why?
Dr. Orletta Caldwell: My why? I grew up. In a black church, save a community, help people that are worse off to you. I have been truly blessed in my life and I've just always wanted to give back, and that's my why. And one of my reasons is funny. I'm not interested in being in the front so much, like, president of this or that, but it was always more to provide resources so people can do what they want. Better. So that's been my wife for a long time.
Carol: I love that. I also am more of a behind the scenes person, so when I describe my work, I describe it as I help the helpers mm-hmm. I'm multiple steps away from whatever help is being done. But, helping them do their work better is where I can then see impact.
Orletta: And that, and that's always been my thing. It. Putting those tools together, coming out of a process, but making other people be able to do their jobs better. So that's why.
Carol: You and I both do capacity building with nonprofits, but you really focus specifically on African American led organizations. What are, what are some of the specific opportunities or, or challenges that those organizations face?
Orletta: Well, traditionally in the research shows, they always say they're smaller and have less access to money. And I had one guy who was at his clinic, it was his workshop, and he said, we're not grassroots. We're mud roots. We don't even have enough money to get grass. And that's. What I've seen so many times, and it's always because they may not know what's going on, and I've always wanted to be this bridge to say it. It even led me to go for my PhD to find out what's going on in the nonprofit sector and take it back to my people, my community. And that's why I've focused on them. I'll work with anybody, but I've focused on African American nonprofits for that.
Carol: What are some of the things in terms of building that bridge that you're helping folks gain connection to or access to?
Orletta: A lot of it is compliance issues, filling out that paperwork knowing that that paperwork should be filled out and it's not so much. If you don't fill out the paperwork, bad things are gonna happen. Sometimes I'm like, because you don't have this proper paperwork, the good things can't happen. You don't have access to the grants and the funding that you could have. You miss out on little things. People don't check your credibility. So I'm really into helping nonprofits stay compliant and making sure you understand the rules. Filling out the charitable solicitation paper. Don't let a $275 fee stop you from getting a 501C3 that can open up opportunities for your mission.
Carol: Because I can imagine folks might start something and it's really more of an informal project or initiative. And, they may not be aware of those steps. So what are some of the steps that people need to be aware of? And this certainly in the US context of to shift from just a, a passion project or to, to really becoming an organization.
Orletta: Well, one thing, I live in Michigan and I'm like, just get your, they don't really understand. Once you get your articles of incorporation from the state of Michigan, for example, you're truly a nonprofit corporation, and now we can work on your tax exemption status, which you have 24 months to do, and they don't really understand that, so they're paying out of their pocket. A lot of them, again, when they file for the incorporation papers, they're incorporated. They don't realize they have 24 months where it can still be considered tax deductible donations to them because you have the intent to file for your tax exemption and so they lose 24 months. Of money they could be receiving, cuz they're like, well we're not, they don't think they're a real nonprofit until they get to 5 0 1 So it's those little, niggling things like that. And then my favorite one is the Founder's Syndrome. They think that this was my dream. I thought of it, I ran it. And when I come into a class and say, we don't run, you don't own a nonprofit. That's not how it's set up. That, that, those are interesting conversations. So it's those little things, and those little things. Having a real budget, planning for that, having a board that's gonna actually help you and not just grab your family and your friends. Those are the things, and it's the small things, but it keeps them from having the impact that they can have.
Carol: I don't know that they're that small necessarily. I think there is a lot of misconception about this notion of being a corporation, but that a nonprofit can't be owned by an individual. Can you say more about that?
Orletta: I always tell 'em that the nonprofit system, what I do with my, I teach a nonprofit management series course I wrote, and one of the things I, every time somebody wants to say, Or get into that groove of I'm the owner of my nonprofit, and it's like no, you are you doing this on behalf of society. The reason the nonprofit sector was set up is that you're supposed to be, you're doing it on behalf of society, and if you do it on behalf of society as a reward, we exempt you from your corporate income taxes. But that's, since you're doing it, it's a higher level of standard. We have to make sure that you're doing that and you're not what we call, getting personal gain from the quote unquote profits. And so we, I'm saying, I always try to pull my students back to, why are you doing this? Because you can be nice and not run, start a nonprofit corporation, and I always tell 'em that too. So if you're doing this, you're doing it on behalf of society as such. There's certain rules. And one thing is you don't own a nonprofit. And actually the board is the stewards on behalf of society to make sure that you're running that organization correctly. And that's how I put it to them so they can understand, foundationally what we're trying to do here. And we're not saying you gotta go. We're just saying, you can't take those funds and have a good party.
Carol: It's a whole notion of being a fiduciary for the board or being a steward of those resources on behalf of, of society, of the larger society community. Which I think. Is that a thing? Gap where people not, may not realize, the intent and the purpose of the non, the tax exemption
Orletta:. there's a little, so many misconceptions about the nonprofit sector. So I just, I just chuckle and smile and it's like, okay, we're gonna get through. I had one student, she cracked me up. She's one of my best students and she's getting grants and everything now, but she was just like, but this is my concept. What do you mean? Can my board let me go? Oh, yes, the board runs it. That's the way they are set up. So a lot of them, and it's a lot of that information. If they, if a person doesn't know it, they just don't be, they don't run the organization correctly. And so I really try to work with that.
Carol: You talked about having a real board, not just pulling your friends and family. Can you say a little bit more about that as people are getting started?
Orletta:. What typically do they do? Cuz this is what I always heard. Can I put my husband and my daughter and my cousin in and I'm like, okay, you can legally yes. However, The board is the people that are supposed to look out for your mission. They're the one. So when you out of organization may be having money issues, it's the board that's supposed to help you get that money. So I'm like, why don't you use those purposes, find somebody who has connections, find somebody who has money, find somebody who has expertise, maybe some accounting expertise or different things that you need to run? Increase the impact of your nonprofit and what a lot of people do when you get your friends, that's what you got, your friends, and then again, you feel like you're the founder cuz you're pulling the whole organization on your back instead of getting some people that can support you and grow the mission. Everything should focus on the. I, that's why I don't like nonprofit terms so much. I always prefer mission based cuz everything we should do emanates from the mission and you should have boards that's going to push and impact that mission together with you and not you got people cuz you gotta fill it out on a form.
Carol:. And that whole question of like, who are you pulling in? I mean, certainly people are gonna start with their network, but thinking a little more strategically about, what skills do we need? What competency, what social capital do we need to move this mission forward? I was working with an organization once where it was essentially. One person was running the organization and the board was made up of a group of college friends. And I think it was fine for the first couple years they were excited, but over time, people became disengaged and because they had friendships, the, the, oftentimes groups are already conflict averse, but it made it even more so because they were not gonna just lose them. They were putting the not wanting to harm their relationships as friends, Over what they needed to hash out as a board. And so they really got stuck, mm-hmm. And so, it may be easy. It seems easy, but It also makes it hard to bring in new people, right? Because if you have a subset that really knows each other and they've known each other for the last 15 years or whatever to be able to come in as a new person, how long are you gonna last? If you don't feel like you're actually part of the group, so, Coming on as a board member for the organization versus I'm doing you this, doing you a favor because you've started this thing. It has a really different motivation.
Orletta: It does. And again, it takes the focus, it puts the focus on the founder and the mission. Right, and I think that's the key thing when you really, I find, when you really think about what is this mission, what are we trying to do here? That focus, if you focus on that, it just changes how you make decisions.
Carol: What are some ways that you found seeing people be successful about getting out beyond just their friends and family to build a board that is really gonna move the mission forward?
Orletta: I even recommended people to who, who's volunteering with you. That really is. Into what you're doing. Those are potential board members. And then I said, you can even put on like indeed.com or even some of the free, I know in Detroit we have like a board. I can't, my brain is like an internet listing or something. So if you're looking for a board member, you can put it on there. And I said, it's fine to find a stranger. You may find a stranger. That's so, that's so much more into your. Thank you. So I, I say, see those people that's donating to you and they don't, you, you barely know what you're talking about yourself, but they're helping you. That's a good board member. That's somebody who's really into what you're doing and really into you too, if you wanna, if you wanna have a good relationship with them. So those are the things I say, find people who's into the mission and wanna
Carol: be, and they're there for, the purpose versus just the person.
Orletta: We're, I know we're a very individual driven sector, but, I think we do need to look at what's the mission. So those are the kinds of things I think about, like who are good board members.
Carol: So you're in the process right now of working on a book about the history of African American organizations. Can you give us a few, I know it's not finished yet, you're probably who knows how, I'm not sure how far along you are, but any, any interesting things that you're researching right now that are coming up and bubbling up?
Orletta:. This is my dissertation. I got my PhD at 20. I earned it in 2021. I was looking at
Orletta: Thank you. I was looking at what keeps, what do African American leaders do to sustain successful nonprofits. But part of my literature review when my chair said, I need you to. On the history of African American and his non-profit history. And here I am, I studied this stuff and all this, and I scoffed and I remember reading that memo and thinking what, what history? And it was just ridiculous. But that was the first thing I thought. And it was even worse because I grew up African Methodist Episcopal, that's the first African American. Over, I think there've been since 1787. So I'm like, what are you talking about?, the Free African society. So as I was looking into this and I was writing this literature review, there was an organization, I think it was the Massachusetts Negro Bureau and I wish I can remember the name, but I know they started in 1693 and that was you. Over 400 years ago, and they've been running, they were running, their mission was to help their enslaved brothers and sisters. And that's when I'm like, we've been doing this. We've been doing this. While enslaved, we've, through reconstruction, civil rights or whatever. And so I talk, I'm talking to a book editor right now. We're hashing out what we're doing and he wants to call it the Invisible History of African-American Nonprofits. And it's been like, for me, it's been like a faith journey too. It's sobering. But hearing li reading these stories and researching stories of these people, Who could have just said, forget it, you're on your own. And it always came back for the community and Randy's organizations and some of these organizations are still in existence cuz I'm looking from 1693 through civil rights. And that's where the book is gonna span from. And that whole entire time there's been pivotable figures and organizations that kept doing the work to keep the community.
Carol: That’s amazing to be able to really bring that history to the fore and that, that the length of that legacy that it's always been there. Yes. It's always been there. It may not have been celebrated, but it's always been there. That's amazing. I'll look forward to it, when it gets published. But you also talked about With your, with your work, with your PhD around what makes African American leaders successful, so what were some of the things that really helped people move forward, bottom line, line, once it got beyond some of the stuff that you're talking about, of that and getting beyond the basics of really being able to succeed.
Orletta: Beyond the bottom line, they persist. I mean, even with the lack of money, the smaller ones. But one thing I found out cuz I, what I wanted to make sure, academically, cuz they always, it was always like some of the research tried to say is we didn't have to have particular skills intrinsically as, black people. And I'm like, okay, I know that's not true. That's stupid. So let me, so I want to find out, what do successful nonprofit leaders across the sector do? Well, they get training, they build boards. They build a team around them. And then I looked at what these African Americans were doing. I had interviews. They did the same thing. And not only did they do the foundational things they knew they needed to do to be successful, build better boards, build a team. But because of one interview in particular, she was telling me how, she got a grant from the state and the program manager didn't think they were worthy of it cuz it was a black organization. So how much harder she worked to make sure that all the dots were crossed and everything was done correctly so that they couldn't say this organization C couldn't do it because that's what she had, had to deal with. They knock on doors hard, more, they have, because we, that's one of the things we don't have access to the boards and foundations like our counterparts. So they knock on more doors. I always tell my students you have to go to functions and you just gotta talk and talk and talk and talk, more and you have to do more. The one thing I did find there is an innate loneliness. Hmm. Because often the community that you're fighting, To serve, don't understand what you're doing, and they'll fight against you, while you're fighting for them. Plus, they're being bridges. They can't just do their job. They have to be a bridge, on behalf of a, a whole group or community, and a lot of times to get into those stores to get the money. So it's a. They have a heavier lift, but they do persist. All nine of them persist. And I interviewed nine people. The one thing I found was this was their second career. Mm, all of them. It was like, so you are interested. Can just retire and go home and say, forget this. Which is always, it's been a trade in the nonprofit field, but none of them came in as nonprofit leaders or anything like that. They just saw a need and I looked at what we call a social contract. Socially, I think it's contract theory, Bandura. And it was something innate in them from their community that they learned that I have to give them myself. And so that was a trade I saw over and over. I have to give of myself, not of my wealth. Black philanthropy is not given of our wealth, it is given what we have, but giving of my time and talent and treasure to help the community as a collective. So you, I saw a lot of that too from that.
Carol: There's an organization that I'm aware of here in Maryland that I think is, it has goals to go national, but a black ed network, black executive director network for African-American nonprofit leaders, executive directors. And I think, anytime you're a leader of an organization, it can be lonely. Mm-hmm, but those particular challenges and to be able to come together and compare notes and, and help each other. Persist. When you get to the point where you're like, oh, I cannot knock on another door. I cannot do my little elevator pitch One more time. Colleagues can encourage you to step, get back up and, and move, keep going
Orletta:. we get a lot of microaggressions. it's that small thing when you go like, ugh, and they go like And you just talk, you don't even say a word and it's like, okay, get back out there. And, and, and that's encouraging. So, because it, it, it's a, I and a lot of them are tired. I can, I can see it. It's like, oh my god. ? So, but they just keep doing it. I have this one woman, she runs a garden program and she's teaching sixth graders. She should be sitting in her rocking chair having a good time, and she's trying to teach sixth graders that I don't even wanna be with to show them how to plant a garden so they can sustain their lives in this neighborhood that has food.
Carol: Excellent. Excellent. And, being able to bring the whole career experience to the sector, I think so, but then there is that gap, right? Of mm-hmm. Not knowing all the nuts and bolts about this particular sector, how things work, what's different about being in a for-profit business versus a nonprofit corporation, all those kinds of things. Yes. So appreciate that you're, you're addressing those items.
Orletta: That was my real goal. I mean, one, the, the great, one of the greatest things I feel I've accomplished is, is this, it's just a seven week course. I teach at community college, a local community college, but now I can do it virtually too. And it just, in seven weeks, we hit on every aspect of what it's gonna take to manage a nonprofit. So it's not like you're gonna be, I'm proficient now. I've got it. They come out with a one to two page blueprint for the organization. And so I've taught the class enough now that I've had students that use that blueprint. So now I have data. We love data. Yep. I have data to show that I know what I'm talking about. And if you put a good effort into this, you can get your nonprofit running and be compliant. And, some two of them have gotten grants and are working on programs. And I
Carol: I love that. It's just a one one to two page road roadmap? Keep, keep it simple. Keep it moving, right?
Orletta: Yes. That, and that was my thing. And when they do their presentation at the end, I only give them 15 minutes. I'm like, if you can't tell me in 15 minutes what you wanna do, you don't know what you wanna do. And they get frustrated, but it's like, no, you only need 15 minutes to tell me what you're gonna do. That's all you need. Right.
Carol: What are some other things that you found in your studies, beyond persistence? What were some other things that stood out?
Orletta: Is it for me? The difference between white philanthropy and black philanthropy. I did the presentation, I was at my job at TechSoup and I, we were an, they were asking me questions and how we can get African Americans, more leadership and stuff. And I was like, okay. And for somehow we got into this conversation about, philanthropy in general, and I said, you have to understand why philanthropy, and I don't wanna be critical, but basically it was a bunch of robber barons that, raped and pillaged the land and, gathered their resources, got rich, very wealthy, had to clean their past, and now they give their wealth and then their spouses had some jobs, they had something to do. I said, versus black philanthropy, we didn't have a massive wealth, we gave her what we had, washer, women, janitors, porters, gave off what they had and we gave it to us, the collective. And the one example I always use, I used to run camp Babe. That was the ame church's camp, the way that camp was. To be purchased was one of the members. The lady put a second mortgage on her home for $16,000 back in the forties, and that's how the AME church got that camp. So obviously it wasn't, she wasn't wealthy, she mortgaged her home. And so you can see the disconnect and the difference between how, when we look at philanthropy a lot of times, Organizations is to keep, literally keep our communities alive and fed. Like the one woman, I said Detroit is getting better, but we have some food deserts and she started a community garden and she lives in the neighborhood. Actually, this neighborhood I grew up in, it's the land of time and people have forgotten, but she's determined not to forget them. And so they're not, they don't have this proclivity. Community organs. D, she makes them, she actually runs Mimeographs almost and go up and down the street and make people show up for block club meetings. And she's out there in the summer with sixth graders when she should be at home, drinking lemonade, pushing people to keep their properties up and that stuff. So that was the thing I learned. It is just this, it's a life or death situation. One of my students was taking money out of her pocket to feed her. So now I've taught her how to get a domain and she's got all her paperwork now so she can have somebody help pay for this cuz she's literally feeding the children in her neighborhood during the summers. And then on holidays she does neighborhood dinners. Hmm. So, that's the kind of, those are the differences and the things that they're doing, and they do it on very little. Like when he the guy who worked for I o b, it, when he said mud groups, it really is, I mean, they're taking so much that muster seed of faith and just pushing it.
Carol: Well, thank you. Thank you for all you're doing. At the end of each episode, I ask an ice, a random icebreaker question from mm-hmm. A box of cards that I have to ask some questions about. So what would you say is an interesting tradition that your family has
Orletta: tradition interest? Oh. Or unique. My daughter and I, oh, my daughter and I, every time my daughter is an alumni at Michigan State University go green. We go, when they play Northwestern in Chicago, we've, for the last five or six years, we always go to that game. No matter how cold, how hot, whatever. No matter if the Spartans are doing well or not, we always go to that game. We spent a weekend in Chicago and we went to the game and we sang the fight song on the EL train with the rest of the things, and we acted very obnoxious. So it's just something we do, and it's like every other year. It's like, well, they're playing Northwestern again. Okay And we go. Awesome.
Carol: So what's, what are you excited about? What's coming up for you? What's emerging in the work that you're doing?
Orletta: Well, the book is coming together and it's so funny imposter syndrome when a book editor is like, taking you seriously is talking about, I'm like, oh, so this is actually good. So I'm excited about that. Like I said, I like to be in the background, but I am being considered for ED for a role. So I'm, but it's, it impacts everything I've ever done in my life. So the mission is totally what I'm into. So lemme see if I'm well ready to go to the front again. But those are the things I'm excited about and my daughter moved back to. Oh, nice, nice, she's my only, so. Yep.
Carol: I've got an only daughter too, but she's trying to train right away, so.
Orletta: Good. Okay,
Carol:. All right, well thank you so much. It was great having you on the podcast and I definitely once, once the book is out, we'll have to have you back and have another conversation about that history. I'm definitely interested to learn more. Okay,
Orletta: great. I love to talk about it. You can say I'm, I love, it's just been, it's been life changing, so I'm, I'm looking forward to it.
Carol: I appreciated Orletta’s reminder that no one owns a nonprofit organization. This is a basic concept but because both for profits and nonprofits in the US are organized as corporations it is easy to confuse the two. For nonprofit corporations, everyone involved – especially the board – is stewarding the resources for the good of the community. The mission or purpose of the organization that has a public benefit is why the organization is given certain privileges – tax exemption for example – or the ability for donations to be tax deductible. I also appreciated her tip for founders to get out beyond their friends and family as they recruit board members. Those folks might be easy to get involved with – but do they really want to be part of your organization to support the mission or to support you, the founder? Board members need to be recruited for their support of the mission and what time, talent and/or treasure they are going to bring to help you move your mission forward. I can’t wait until Orletta’s book on the history of African- American nonprofits and philanthropy comes out. I think it opens a lot of eyes to a history that has always been there but hasn’t been fully told.
Thank you for listening to this episode. I really appreciate the time you spend with me and my guests. You can find out how to connect with Dr. Orletta Caldwell, her full bio, the full transcript of our conversation, as well as any links and resources mentioned during the show in the show notes at missionimpactpodcast.com/shownotes. I want to thank Isabelle Strauss-Riggs for her support in editing and production as well as Cindy Riveria Grazer of 100 Ninjas for her production support. If you enjoyed it, please share it with a colleague or friend. We appreciate you helping us get the word out. And until next time, thank you for everything you do to contribute and make an impact.
Grace Social Sector Consulting, LLC, owns the copyright in and to all content in and transcripts of the Mission: Impact podcast, as well as the Mission: Impact blog with all rights reserved, including right of publicity.