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Case Management Systems and New Routines in Community Organisations

Craig Furneaux, Queensland University of Technology
Dr. Craig Furneaux

Craig Furneaux
Associate Professor
Faculty of Business & Law
School of Accountancy
Queensland University of Technology

Case Management Systems and New Routines in Community Organisations
Financial Accountability & Management, 39(1), pp. 216-236

Case Management Systems and New Routines in Community Organisations, published by Craig Furneaux, Ogan Yigitbasioglu (QUT), and Sari Rossi (QUT), is a multiple-case study that examines the adoption of a case management system (CMS) across two community organisations in Australia using organizational routines as a theoretical lens. Both the adopters and the vendor were interviewed to explore how the CMS was instituted in the adopting organisations.

Many of the concerns or problems associated with a CMS as reported in the literature were not supported in this study. Although the two cases differed significantly in terms of size and resources, the findings show that the adoption of CMS led to new ostensive and performative routines around data collection and service delivery in both organisations. This had implications for accountability and organisational learning. In particular, better access to data improved visibility and reporting on the provision of services and subsequently supported fundraising.

This study also highlights some of the situational factors that facilitate or impede the transition to a CMS such as the critical role of the CMS administrator and the way the change is managed in adopting organisations. Overall, this study contributes to the discourse on CMS by providing some evidence to support a more nuanced view of CMS including as ‘systems of accountability’ or even a ‘necessity’ of the digital age rather than merely as ‘instruments of neoliberal policy’ and enablers of bureaucratisation of social work.

Dr. Craig Furneaux is an Associate Professor with the School of Accountancy, Faculty of Business and Law at Queensland University of Technology. He is also Subject Area Coordinator for Philanthropy and Nonprofit Studies and is a member of the Australian Centre for Philanthropy and Nonprofit Studies. Craig has over 30 years’ experience leading innovation in, and researching with, nonprofit organisations. Craig research focus is on accountability, capability and change in nonprofits organisations and social enterprises. He is also interested in faith-based charities in civil society. More of his research is available for free here.

By |2026-03-16T09:35:23-04:00June 14th, 2023|NACC Member Research|

Greetings from the Executive Director: May 2023

Nicole Collier, NACC Executive Director

Nicole Collier, MPSA
Executive Director, NACC
Center for Nonprofits and Philanthropy
Bush School of Government and Public Service
Texas A&M University

New look, who’s this?!

First things first, I want to thank Erin for all of her work updating our website and newsletter over the past month! I think we can all agree it looks great and that she will do an excellent job taking the helm of NACC News after Linda’s leadership.

I would normally opine about things going on in College Station, end-of-semester blues or joy (there’s no judgment here, I too enjoy shorter wait times at restaurants), I don’t have time for that today because the 2023 Biennial Conference is almost upon us!!!

So, bear with me, I’ll try to summarize at the top so you can read more about the topics you need to, and keep on scrolling as needed!

  1. Don’t forget to register and pay your registration fees!
  2. We have new and exciting details to share about an excursion we are offering on July 22nd to those interested in visiting Montgomery and key civil rights sites. You can register for that excursion on our website in the next few days!
  3. Looking ahead to the rest of the year. Our annual member meeting will be on November 15!

The Conference:

Ok, more on the conference. I’m so excited to see many of you at Auburn University in July. I have published the draft schedule for you to take a look at and get as excited as I am!

For those of you who can’t make it, let me know if you would be interested in sending any questions over to the presenters and they can reach back out personally if they have time.

Our Optional Excursion:

I am excited to share a few more details about the optional excursion.

We are excited to offer an excursion to the Legacy Museum and Memorial, followed by a conversation and guided tour (inside an air-conditioned bus) with Wanda Battle of Legendary Tours! You can learn more about the excursion here. Registration will include a fee to cover transportation, our tour guide’s time, and admission to the museum and a few sites in Montgomery.

Looking Ahead to the Member Meeting

Finally, please mark your calendars for November 15th when we will hold our annual member meeting. Our meeting has traditionally been held the day before conference programming begins at the annual ARNOVA Conference, but I want you to know that the board and everyone at NACC is continuing to pay attention to the discussions about hosting the conference (and therefore our meeting) in Florida in light of the concerning legislative session. I won’t pretend we have all the answers right now; but we are continuing to discuss our options and how to proceed. We are committed to providing a safe space for those who join us in person, as well as ways for people to fully participate if they do not travel to Florida.

We will keep you updated.

You can see various ARNOVA board and staff perspectives on their website.

By |2023-05-30T10:59:51-04:00May 30th, 2023|Executive Director's Report|

Exploring Data Use in Nonprofit Organizations

Dr. Robert L. Fischer, Case Western Reserve University
Dr. Robert L. Fischer

Dr. Robert L. Fischer
Associate Professor, Jack, Joseph, and Morton Mandel School of Applied Social Sciences; and Co-Director, Center on Urban Poverty and Community Development
Case Western Reserve University

Exploring Data Use in Nonprofit Organizations
Evaluation and Program Planning
Volume 97, April 2023, 102197

Organizations around the world have increasingly employed data for a variety of purposes, and nonprofit organizations are no exception. Exploring Data Use in Nonprofit Organizations, authored by Robert L. Fischer and Duncan J. Mayer, PhD candidate at the Mandel School, reviews the use of data in nonprofit organizations, including the types of data collected and accessed, the motivations for data capture, and the barriers to systematic use of data. The literature shows that nonprofit organizations capture a variety of data, including public and financial data, performance measures, program evaluation data, and volunteer information. Organizations use these with diverse motivations such as program or organizational improvement, marketing, and accountability. Prominent barriers faced by organizations include challenges in identifying meaningful information, lack of technical ability, inability to prioritize data work, as well as external influences.

The article highlights the challenges in synthesizing the available literature, with a high degree of fragmentation, including research from distinct intellectual traditions resulting in many disconnected constructs, measurements, and theories. Finally, the paper discusses challenges in the study of nonprofit data use and strives to provide guidance for future inquiry.

Robert L. Fischer is an Associate Professor at the Jack, Joseph, and Morton Mandel School of Applied Social Sciences of Case Western Reserve University, where he leads a range of evaluation research studies and teaches evaluation methods to graduate students in social work and nonprofit management. He is also Co-Director of The Center on Urban Poverty and Community Development. Since 2001, he has led the Center’s research on Invest in Children, a county-wide early childhood initiative that includes home visiting, children’s health, and childcare components. Dr. Fischer is also faculty director of the Master of Nonprofit Organizations (MNO) degree program.

By |2023-05-24T13:02:49-04:00May 24th, 2023|NACC Member Research|

Resilience and the Management of Nonprofit Organizations: A New Paradigm

Dr. Elizabeth Searing, University of Texas at Dallas
Dr. Elizabeth Searing

Dr. Elizabeth Searing
Assistant Professor of Public and Nonprofit Management
School of Economic, Political, and Policy Sciences
University of Texas at Dallas

Resilience and the Management of Nonprofit Organizations: A New Paradigm
Edward Elgar Publishing, 2022

‘This book provides valuable insight into how to integrate the concept of resilience into organizational culture and management practices. As we emerge from over two years of the pandemic, the need to lean into core strengths and develop greater expertise is invaluable.’
– Brian Schreiber, JCC of Greater Pittsburgh, US

Few books written for or about nonprofits explicitly target how to prepare for crises. Nonprofits are reliant on donors, regulators, government funders, and dedicated staff and volunteers; in crises, this reliance leaves nonprofits unprepared and vulnerable. This book, co-authored by Elizabeth Searing and NACC Founder Dennis R. Young, fills that gap by examining how nonprofits can prepare for and respond to both mundane and extraordinary threats: pandemics, economic recessions, terrorist attacks, and other potentially catastrophic events.

To manage these risks, Dennis Young and Elizabeth Searing develop multifaceted strategies involving balance sheets, cost and income structures, human resources, networks, technology, entrepreneurship, and information systems. Searing notes that, “in a way, this book captures what nonprofits do every day: make the most of difficult situations. But even when you’re awesome at what it is you do in the community, things can be overwhelming, so the book is designed to help you prepare for those storms ahead of time.”

In the book, managers are offered practical recommendations based on research to assess risk and develop resilience strategies appropriate to their organizations. Plus, the authors elaborate resilience as a new management paradigm for building healthier and more effective nonprofit organizations that includes the use of templates for executive briefings, dashboards, and stress tests.

The subject material and approach fit multiple audiences. Nonprofit managers and trustees, foundations, and government funders can acquire insights and tools on how to develop and manage resilient organizations. Researchers, teachers, and students will gain a greater understanding of how current research drives the resiliency paradigm and how to move research on nonprofit resilience forward.

Dr. Elizabeth A. M. Searing is an Assistant Professor of Public and Nonprofit Management at the University of Texas at Dallas. Dr. Searing’s primary research focus is the financial management of nonprofit and social enterprise organizations, but she also conducts work on comparative social economy more broadly. She is an Associate Editor and editorial board member of Nonprofit Management & Leadership, and an editorial advisory board member at VOLUNTAS and the Journal of Public Budgeting, Accounting and Financial Management (JPBAFM). Her articles have been published in peer-reviewed journals such as the Journal of Economic Behavior and Organization, Nonprofit Management & Leadership, and Nonprofit and Voluntary Sector Quarterly.

Dr. Dennis R. Young is an Emeritus Professor at the Jack, Joseph and Morton Mandel School of Applied Social Sciences, Case Western Reserve University and an Emeritus Professor at the Andrew Young School of Policy Studies, Georgia State University.

By |2023-05-24T15:55:40-04:00May 24th, 2023|NACC Member Research|

The Nonprofit Open Data Collective

Dr. Nathan Grasse, Carleton University
Dr. Nathan Grasse

Dr. Nathan Grasse
Associate Professor
School of Public Policy & Administration
Carleton University

The Nonprofit Open Data Collective

The Nonprofit Open Data Collective is an evolving collaboration between academics, think tanks, and industry experts to promote open data in the sector, with members from sector leaders, including Cinthia Schuman of the Aspen Institute, and academic institutions, including Jesse Lecy of Arizona State University.

Members such as the Aspen Institute and Independent Sector have engaged to improve the data environment, including 990 data and the availability of electronically filed records, as well as working with administrators in the Internal Revenue Service and Bureau of Labor Statistics. They have also worked with institutions such as the Johnson Center to gather evidence on the impact of open data and useful data practices (e.g., electronic tax filing).

Globally there are dozens of administrative or research databases to track third-sector organizations. This data is sometimes released in formats that are not always easy to use – ASCII text, Javascript object notation (JSON), and extensible markup language (XML) files. This can be a barrier to those hoping to learn about the sector.

Academic members of the collective created a GitHub organization to make data more accessible to scholars and researchers. The website includes scripts to download, clean, and process data, research-ready datasets, tools for analysis, and links to other resources. These might be helpful to NACC members who wish to integrate sector data into their courses or those looking to utilize data in their research, and the collective would welcome contributions from NACC scholars.

Partner Organizations

NODC Partner Organization logos

Nathan Grasse is an Associate Professor of nonprofit finance and financial management, governance and leadership, and strategic management at Carleton University. His research focuses on the governance of public-serving organizations, including associations between governance and financial management. This includes the study of revenue structures, the potential conditioning effects of organizational and environmental factors, and the implications of strategic choices on financial health and other organizational outcomes.

By |2023-05-25T10:17:54-04:00May 22nd, 2023|NACC Member Research|

The Fundraising Reader (1st Edition)

Dr. Beth Breeze, Centre for Philanthropy, University of Kent
Dr. Beth Breeze

Dr. Beth Breeze
Director, Centre for Philanthropy
University of Kent

The Fundraising Reader (1st Edition)
Routledge, 2023

The Fundraising Reader, edited by Beth Breeze, Donna Day Lafferty, and Pamala Wiepking, draws together essential literature establishing a one-stop body of knowledge that explains what fundraising is, and covers key concepts, principles, and debates. The book shines a light on the experience of being a fundraiser and answers an urgent need to engage with the complexities of a facet of the nonprofit sector that is often neglected or not properly understood.

This international compilation features extracts from key writing on fundraising, with a comprehensive contextualizing introduction by the editors. Uniquely, this Reader shares conflicting positions relating to age-old and current debates on fundraising: Is fundraising marketing? Should donors or the community be front and center in fundraising? How can fundraisers deal with ethical dilemmas such as ‘tainted’ donors and money? Best practice and future trends are also covered, including the impact of new technologies and responding to demands for greater diversity, inclusion, and equity in fundraising teams.

This Reader is for those who seek to further develop their own understanding of fundraising, and it provides an invaluable resource for academic courses and professional training. “The NACC audience is central to our reasons for creating this Reader,” noted Dr. Breeze. “It should make teaching fundraising much more straightforward.”

This flyer provides additional information and a 20% discount. Two free online lecture videos by Dr. Breeze provide further insight into the subject.

Beth Breeze is Director of the Centre for Philanthropy, which she co-founded in 2008. Beth began her career as a fundraiser for a youth homelessness charity and spent a decade working in a variety of fundraising, research, and charity management roles, including as deputy director at the Institute for Philanthropy. Motivated by the lack of substantive research underpinning practice, Beth completed a PhD on contemporary philanthropy at Kent in 2011 and has remained at the University ever since.

By |2023-05-25T10:21:03-04:00May 22nd, 2023|NACC Member Research|

Floridian Culture Code – A Teach-In: May 15, 2023

Monday, May 15, 2023 at 2:00 to 3:30 pm EST
Convened by Nuri Heckler, PhD, Assistant Professor, University of Nebraska Omaha
ARNOVA TEACH-IN Flyer

The Florida legislature is engaging in an innovative cultural legal experiment that draws from historical movements like the Christianization of the Iberian peninsula, the revision of the Civil War by the Daughters of the Confederacy, and Gross Indecency Codes. In preparation for the May 24 submission deadline to #ARNOVA23 in Orlando, this teach-in will explore the similarities and differences between the Floridian culture code and these historical cultural programs before asking what academic associations should and can do in response.

By |2023-05-18T17:11:18-04:00May 10th, 2023|Past Events|

Fellowship Offers $5,000 to Support Research on Women’s Philanthropy

Indiana University Lilly Family School of Philanthropy

Women’s Philanthropy Institute at Indiana University Lilly Family School of Philanthropy accepting applications through May 31

Applications are currently being accepted for the Debra Mesch Doctoral Fellowship for Research on Women’s Philanthropy. The one-year, $5,000 fellowship supports doctoral dissertation research and writing that contributes to understanding of women’s philanthropy or gender differences in philanthropic behavior.

Ph.D. candidates from accredited graduate schools who have successfully completed their coursework and defended their dissertation proposal are encouraged to apply. The application deadline for the 2023 fellowship is May 31.

The Debra Mesch Doctoral Fellowship for Research on Women’s Philanthropy advances research to expand the base of knowledge on women’s philanthropy. Since 2009, the fellowship has supported emerging scholars in a range of academic disciplines, such as philanthropic studies, nonprofit management, higher education, economics, history, anthropology and religious studies.

Previous fellowship recipients have studied diverse topics, including Jewish women’s philanthropy and social change, women’s philanthropy initiatives at higher education institutions, the gender composition of nonprofit boards, and the history of gospel rescue missions.

Last year’s fellowship recipient, Anaïs Faurt of Rutgers University, is examining the history of child protection across five former French colonial territories between 1945 and 1989. By exploring who counted as a victim of war and whose child was worth saving, Faurt highlights the intersecting roles of gender and race in determining who should give and receive aid.

By |2023-04-26T18:41:08-04:00April 26th, 2023|Member News|

Assistant or Associate Professor / M.S., Nonprofit Administration Program Director

Institute for Nonprofit Administration & Research, Louisiana State University in Shreveport

The Institute for Nonprofit Administration & Research at Louisiana State University in Shreveport seeks applicants for a tenure-track Assistant or Associate Professor who also will serve as the Program Director for the Master of Science in Nonprofit Administration.

Assistant or Associate Professor / M.S., Nonprofit Administration Program Director

The MSNPA Program Director performs under a 9-month contract overseeing a 33-hour graduate program designed to matriculate students within a year of entering the program. Teaching load is 4 courses within an academic year, including an expectation that one of those will occur during the summer term for which the PD will receive additional compensation commensurate with university policy for summer teaching. The Director will oversee the MS in Nonprofit Administration program, serving our students by (a) ensuring our curriculum remains consistently relevant and connected to Nonprofit Academic Centers Curricular Guidelines, (b) conducting coherent and instructive advising as necessary, and (c) helping assemble, develop and maintain instructors who bring exceptional insight and passion to the courses they teach. Reporting to the Executive Director of the Institute and working with the Manager of Operations/MSNPA program advisor, the MSNPA Director also will participate in connecting students to nonprofit organizations for internship and job opportunities. The Program Director is responsible to keep the MSNPA program aligned with NACC accreditation standards. There is an endowed professorship that is associated with the position.

The faculty member will be expected to be involved in service through the university, community, and profession as outlined in the Faculty Performance annual reporting done by LSUS. The departmental service expectations participating in INAR staff meetings and attending INAR-sponsored events and conferences. The faculty member also can facilitate workshops and conduct consulting through INAR (any employment or consulting outside of INAR) must be pre-approved.

In addition, the faculty member will be expected to maintain an active nonprofit-focused research agenda. The faculty member may initiate, lead, and participate in INAR-sponsored research studies and supervise two Graduate Research Assistants.

Preferred Qualifications

– Ph.D. in Nonprofit Administration, Management, Leadership (or similar)
– Strong familiarity with best practices in online, graduate-level instruction
– Previous experience as a program director, or in a coordinator capacity in a university environment
– Previous paid experience working within a nonprofit organization environment

Required Qualifications

– Terminal degree in Nonprofit Administration, or at the discretion of the Search Committee, one that is sufficiently associated with Nonprofit Administration
– Track record of scholarly research
– Demonstrated ability to teach well in an online platform as well as a traditional classroom environment

Compensation

Commensurate with qualifications and experience.

How to Apply

Qualified applicants should submit a cover letter, CV, and 3 references to the Search Committee Chair, Heather Carpenter heather.carpenter@lsus.edu

About the Institute for Nonprofit Administration and Research

INAR was founded in 2001 to conduct research and disseminate knowledge about nonprofit organizations. INAR strives to elevate the future of the nonprofit sector through transformative education, impactful research, and professional development. INAR is housed in the College of Arts and Sciences at Louisiana State University Shreveport and is a member of the Nonprofit Academic Centers Council.

INAR offers several academic programs, including a Minor in Nonprofit Administration and a 100% online Master of Science in Nonprofit Administration program for graduate students with three track options. The MS in Nonprofit Administration has over 176 students from all over the United States, the majority working in or running nonprofit organizations. The program is one of twelve in the United States accredited by the Nonprofit Academic Centers Council and follows the NACC nonprofit curricular guidelines. Experienced nonprofit professionals with strong academic qualifications teach courses. In fall 2023, INAR will launch an in-person Bachelor of Science in Nonprofit Administration, and an undergraduate and graduate online certificate in nonprofit administration.

INAR conducts research to support regional and state nonprofits and specializes in customer and employee satisfaction surveys, customized promotional exams, focus groups, program evaluations, community impact studies, and more. Many projects utilize INAR’s telephone call center and web-based survey software. INAR offers professional development to regional nonprofits in partnership with LSUS continuing education through noncredit courses and certificate programs, workshops, seminars, and conferences. INAR also provides a variety of consulting activities to nonprofits including but not limited to strategic plans, grant writing, program evaluations, marketing plans, program expansion, financial sustainability, and board development.

About Louisiana State University in Shreveport (LSUS)

LSUS is the provider of more than 30 undergraduate and graduate programs to more than 9,000 students enrolled in both on-campus and online courses. The school was established in 1967 as part of the Louisiana State University system, and is located in Shreveport, Louisiana’s third largest city (400,000+ in the metropolitan statistical area according to the latest U.S. Census estimates). The city itself is situated on the Red River in the upper-west corner of the state, and within a 250-mile radius of Dallas, Houston, Baton Rouge and Little Rock. Shreveport is rich in diversity, arts, agriculture, history and southern hospitality. Its sister city to the east, Bossier City, is home to Barksdale Air Force Base where about 15,000 active and reserve servicemen and servicewomen perform their duties.

For more information about LSUS and Shreveport, interested candidates can learn more at www.lsus.edu and www.shreveport-bossier.org.

By |2023-07-18T14:01:49-04:00April 10th, 2023|Job Posting|

Greetings from the Executive Director: February 2023

Nicole Collier, NACC Executive Director

Greetings!

I’m sure I won’t have anything to add this month that will measure up to the lovely retrospectives shared in this edition. So instead I just have two quick reminders, and a small update in appreciation of our new student coordinator who you met last month!

  1. Nu Lambda Mu Applications are now open! Students of NACC member programs that are graduating this spring/summer (or have already graduated) are eligible to apply. Please let me know if you have any questions!
  2. Proposals are still open for NACC’s conference at Auburn this summer! You can also register to attend using our website.

You may remember that I introduced you to NACC’s new student coordinator last month. Well, Carley is off and running! One of their fist tasks was to update our guidestar profile, and not only did they do that, but they got us to Gold! They are now working on assisting with Nu Lambda Mu, and helping me with NACC’s archives to help us better store and file NACC’s history for everyone to utilize. You can reach Carley or myself at our shared email, nacc@tamu.edu!

I am wishing you all a pleasant spring. Don’t forget to take care of yourselves!

Nicole

By |2023-04-04T19:59:38-04:00April 4th, 2023|Executive Director's Report|
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