2018-2019 Business Plan Master

FY 2019 

Business Plan 

M O B I L I Z E Y O U R C H U R C H . 

T R A N S F O R M Y O U R N E I G H B O R H O O D .

2 

SEED TO OAKS Business Plan 

Contents 

01 

04 

06 

08 

10 

12 

14 

15 

16 

17 

18 

Introduction 

Executive Summary 

Partners & Leaders 

How We Work with 

Churches 

Our Guided Programs 

Core Objectives 

2018 Highlights 

Future Plan 

Statement of Finances 

Support Us 

Board of Directors 

Mobilize Your Church. 

Transform Your Neighborhood.

SEED TO OAKS Business Plan 3 

Introduction 

A Movement of Social Good through The Local Church. 

Your business and church have the potential of 

becoming the epicenter for social change. 

Within your community there are needs. People 

need education. They need jobs. They need 

quality healthcare. They need development and 

opportunity. People need you, your church and 

they need Jesus Christ. 

The Bible calls all Christians to compassion, 

justice and sacrifice. Professionals within every 

church desire to stand up for justice, to help 

those in need and to restore their community to 

one that is truly thriving. 

But, they don’t know how to do it on their own. 

Seed to Oaks is a non profit that brings real and 

lasting community change through a collaboration 

between local churches, businesses and civic 

agencies, filling the space between the three. 

§ A proven approach for lasting social 

change. 

§ A gain of the public trust due to your 

devotion to good. 

Our name, Seed to Oaks, comes from Isaiah 

61, the great justice chapter in the Bible. 

Scripture uses a metaphor to describe local 

churches and Christians who love mercy and 

do justice; they become “Oaks of 

Righteousness,” a planting of the LORD for 

the display of his glory (Isaiah 61:3; NIV). 

We invite you to plant a movement of social 

good through the local church — from seed 

to oaks. 

We help socially-driven pastors and professionals 

connect and mobilize their resources and 

influence through guided social initiatives. These 

initiatives are proven, strategic and 

straightforward to implement — designed as a 

sustainable means for community change that is 

real and measurable. 

Our initiatives are designed to be: 

§ A kingdom use of your life’s work and 

influence. 

§ A powerful application of the Church’s gifts.

4 


Executive Summary 

We believe real and lasting change is within reach. In FY 2018, we increased the number of 

churches we have mobilized from 6 to 25. We helped churches place 37 people into full-time 

jobs – accruing over $750,000 in earned income, in collaboration with 12 businesses. We 

helped over 750 families receive free health services, including 128 tooth extractions, at a time 

when Kentucky is tightening requirements for health coverage among the poor. We launched 

two educational summer academies with a proprietary gospel-centered curriculum that helped 

100% of children who attended every day to become academically ready for the school year. 

And, we facilitated 8 neighborood assessments helping to position churches for greater gospel 

reach in their own neighborhoods. 

This year is even more promising. We are expanding 

our health services, bringing job taining and 

placements to new regions, multiplying our education 

efforts and launching our neighborhood assessments 

to chuches outside Kentucky. 

Seed to Oaks projected results from our 2018/2019 

strategic plan, and the $580,000 operating budget 

include: 

1) The expansion of our neighborhood assessments 

to 20 new church partners. Our Assessments are 

designed to help churches and church plants 

understand their own neighborhood, so they can 

build a strategic plan to reach them with the 

gospel. 

2) The expansion of our health efforts to 30 health 

clinics with the goal of reaching over 3,000+ 

residents along with the launch of a navigation 

system that will connect people to a medical 

home for long-term care. 

3) The placement of 75 full-time placements (over 

$1.1MM in earned income projected for families 

not currently working) 

and a 70% 6-month retention rate through 

JobOne, our job skills and placement program, 

which is operated through local churches. 

4) The multiplication of our summer academies to 

six next summer. Our academies are a reading 

readiness and mathematics program run by certified 

teachers that helps ready children for the academic 

school year. 

5) The introduction of a new leader’s cohort, which 

concentrates on leadership development for 

ministry leaders and pastors, designed to help them 

to mobilize church members to community 

involvement and commitment to mercy ministry. 

We believe that the success of Seed to Oaks is 

measured by the degree local churches, not Seed to 

Oaks, having a powerful and visible presence in their 

neighborhoods. We are unique in that our aim is to 

mobilize local churches to the front lines of social 

change so that more people hear the gospel of Jesus 

Christ and trust him as Savior.


Nathan Ivey 

President & Founder

6 


A Few Of Our Partners 

Join these partners who have mobilized their influence and business to advance our movement of social good 

through the local church.


Leadership Team 

Nathan Ivey 

President & Founder 

Nathan is a visionary known for his 

collaborative leadership and organizational 

skills. He holds 10 years expertise leading 

mercy ministry at the local church level. 

Areas of Focus 

Nathan is responsible for the overall vision and 

direction of Seed to Oaks including: 

§ Vision 

§ Fundraising 

§ Ministry Growth 

§ Partnership Development 

§ Networking 

Robert Ott 

Chief Operating Officer 

Robert is a highly regarded operations 

executive and problem solver with over 35 

years expertise in executive positions across 

multiple fortune 500 companies. 


Robert is responsible for overseeing the day to day 

operations of Seed to Oaks including: 

§ Financial Planning 

§ Business Strategy 

§ Operation Procedures 

§ Risk Management & Legal 

§ Business Infrastructure 

Kathy Chavez 

Manager, Whole Health 

Kathy is a disciplined executive known for 

providing her teams with proven, 

researched programming by which they 

will produce high quality, consistent work. 


Kathy is responsible for the overall management of 

Seed to Oaks health efforts including: 

§ Program Development 

§ Program Advancement 

§ Strategic Planning 

§ Professional Recruitment 

Patrick Johnson 

Manager, Job One 

Patrick is a solution-focused leader with 

expertise in program management, 

operations, curriculum development, 

creative problem solving and recruiting. 


Patrick is responsible for overseeing aspects Seed to 

Oaks programming including: 

§ Program Development 

§ Program Management 

§ Strategic Planning 

§ Volunteer Recruitment 

Other Team Members 

Hilary Noltemeyer: Strategist, Neighborhood 360 Assessments 

Lisa Fulks, Phd: Manager, Oaks Learning 

Ann Rothpletz, Phd: Researcher/Grant Writer 

Kim Nickodemus: Executive Assistant to President 

John Fleming: Consultant, Job One 

Lee Sage: Contultant, Business Strategies

8 


How We Work with Churches 

Although any church can implement any of our guided initiatives in their community at any time, we 

recommend our 4-phase process that has been proven to move churches beyond typical relief 

ministries to sustainable community development. 

Neighborhood 360 Assessment Congregational Assessment Missional Strategy Alignment 

Phase 1 Phase 2 

Understand the 

Neighborhood 

Phase 1 begins with understanding the 

community surrounding each local 

congregation. We guide churches to 

build their own neighborhood profile 

that accurately reflects the 

neighborhood’s dreams, desires, wants 

and needs. 

Align Church Passions 

With Neighborhood Needs 

Phase 2 begins with an assessment 

of the congregation’s passions and 

gifting’s. The goal is to discover 

where the congregation’s gifts and 

leadership abilities align with the 

community’s needs. 

Specific tasks: 

1. Select a team of 4-6 deacon quality leaders 

to conduct the study. 

2. Research neighborhood demographics, 

history, and culture. 

3. Conduct in-depth interviews with key 

community stakeholders. 

4. Survey neighbors 

5. Present a 10-12 page report on the 

findings. 


1. Conduct a congregational gifts assessment. 

2. Identify where the congregations gifts align or 

match the needs of the community. 

3. Evaluate the leadership capacity of the 

church to implement new missional 

strategies. 

4. Select a ministry program that excites the 

church and meets the real needs of the 

community.


Implementation 

Serve the Community 

Phase 3 Phase 4 

Develop a Mission 

Strategy 

Phase 3 begins with developing an 

action plan to help make the ministry 

a reality. Many times, a Seed to Oaks 

existing program can be adapted 

and/or adopted as a strong launching 

point for the church’s new efforts. 

Serve the 

Community! 

Phase 4 is focused on serving the 

community in a new and exciting 

way. Church members are always 

excited to get involved, lend their 

professional expertise, and make a 

long-term difference in the lives of 

people who live in the church’s 

surrounding neighborhoods. 


1. Make an action plan with clear goals, 

objectives, detailed timelines, resources 

needed and defined leadership teams and 

roles. 

2. Adapt or adopt existing Seed to Oaks 

programs OR we assist churches in the 

creation of new ministries for their 

community.

10 


Our Guided Programs 

1 2 

1 

360 Neighborhood 

Assessments 

A foundational service to help the churches we 

work with to understand their own 

neighborhoods and needs, resulting in a strategic 

ministry plan specific for that church, including 

ways Seed to Oaks can facilitate volunteer 

development, deployment and meeting of 

community needs using our program expertise. 

2 

Whole Health 

HEALTH SERVICES 

Our Health Clinic model empowers churches to 

host their own free medical and dental clinics as 

a way to collaborate with health professionals to 

meet the health needs of their neighbohroods. 

Our health strategists help churches identify and 

then coach Clinic Coordinators to guide them, 

keep them on track, trouble shoot problems, and 

spur them on to good work. 

3 

Job One 

ECONOMIC OPPORTUNITY 

A job skills and placement program founded on 

the conviction that every individual ought to have 

the opportunity to have a job. We work with 

churches to identify people who need a job and 

improve access to employment in underserved 

neighborhoods. We work with businesses to 

increase employer profitability with Work 

Opportunity Tax Credits, reduce cost per hire and 

increase employee retention rates.


3 4 

5 

4 5 

Oaks Academies 

EDUCATION 

Mercy Cohorts 

LEADERSHIP DEVELOPMENT 

A two-week academic academy, run by certified 

educatiors, that is focused on providing academic 

instruction, spiritual enrichment and character 

development to equip children to improve 

reading skill levels through the summer months 

with a goal of being better prepared by the start 

of the school year. 100% who attended every 

day, in our two pilot academies, became school 

ready. 

Our mercy cohorts concentrate on leadership 

development for ministry leaders. Our crosscultural 

training helps develop leaders who are 

looking to understand the complexity of inner 

city realities, the nature of poverty, and give 

them practical help from seasoned mercy 

leaders.

12 


Core Objectives 

Neighborhood 360 core objectives are: 

1. Conduct 20 neighborhood studies with 

new church partners and church plants 

which will further position our studies to 

scale. 

2. Develop video consultation study pilots 

for churches outside of the state of 

Kentucky. 

Whole Health core ojectives are: 

1. Rapid expansion of our health clinic 

model to reach a greater number of 

people who are in need of healthcare in 

their neighborhoods. 

2. Integrate technology into our clinic 

system to increase the breadth, speed, 

accuracy, and mobility of clinic services 

by using electronic medical records and 

tablets. 

3. Explore, train, and pilot a Health 

Navigation System to provide follow up 

care to our clinic guests in their home, 

business, or place of worship. 

Our movement is 

focused on solving 

community problems, 

through experienced 

professionals, 

grounded in local 

churches.


only) 

2. Complete phase two of a feasibility study focused 

on the eventual start of a school. 

3. Formalize a volunteer Education Council 

comprised of 6-8 experts committed to helping 

local churches with creative education solutions. 

Mercy Cohorts core objectives are: 

4. Expand Whole Health to 5 counties with 30 

clinics. Our church partners will use our Health 

Clinic Manual and Workbook to coordinate their 

own clinics as well as participate in a training 

module through our ten-step clinic process. Clinic 

coordinators will also receive coaching from one of 

our strategists. 

1. Enlist 15 leaders into the 6-month online program 

so that we can train and multiply more servants 

and churches to reach neighborhoods. 

2. Develop three new aspects to our training 

including community engagement, recreation 

activities, and civic involvenent. 

3. Develop a Cohort operations manual that includes 

hand-on mercy training, character development, 

and deacon training. 

Job One core objectives are: 

1. Complete feasibility study, by end of first quarter, 

evaluating the launch of Job One in New Albany, 

Indiana. 

2. Deliver 75 job placements with a 70% six-month 

retention rate by identifying, training and placing 

people into employment. 

3. Train 110 people in our self-developed basic job 

skills boot camp hosted at our local church 

partners. 

4. Expand into four industries which include 

automotive, hospitality, retail and trades. 

Oaks Academies core objectives are: 

1. To prepare and position Oaks Academies for 

multiplication in both the number of academies we 

facilitate (6 are budgeted) as well as the number of 

grade levels we can teach (currently 5&6 year olds 

The value of our FY 2018 results: 

$1.3 Million

14 


FY 2018 Highlights 

Seed to Oaks had a very dynamic year as we focused on the development of our 

core programs and expanded our church and community partners. 

1 2 3 

4 

5 

1. First $50,000 Job Promotion / June 2018 

The Kia Stores of Louisville and Clarksville promoted one of our candidates to a $50,000 position and 

career after only 3 months of employment. Our 39 candidates have generated over $750,000 in 

earned income for families not working a year ago. 

2. Hepatitis A Awareness / 

Mar 2018, 5 churches 

We led a collaborative effort between Louisville 

Metro Health Department and local churches to 

inform every household in effected 

neighborhoods how to prevent the disease. 

3. 990 Health Clinic 

Volunteers / 15 churches 

We facilitated the collaboration of almost 

1,000 volunteers and health professionals to 

provide over $210,000 in health services to 

780 families, including 129 tooth extractions. 

All for free. 

4. 100% School Ready / 

Oaks Academies Launch 

100% of the students who attended our 

Academies every day are now school ready. 

Each student is pre and post-assessed by 

certified educators using the Brigance 

Assessment Test. 

5. 360 Neighborhood 

Assessments / 8 churches 

We helped 8 churches in six neighbhorhoods 

better understand how to reach their community 

with the gospel as well as meet real needs in 

Christ’s name.


Future Plan 

Building upon our existing programs, we plan to eventually offer the following programs and services that have 

been researched and proven to successfully address many of the deeper systemic problems existing in the inner 

city. 

Plan 1: Venture Capital & 

Business Acquisition 

As part of our long-term strategy for 

financial sustainability, we envision 

purchasing several businesses; 

beginning with a staffing agency. 

Owning and operating a staffing 

agency will increase revenue as well as 

provide services to help Job One 

candidates get through initial hurdles 

in the placement process. Bottom line 

profits will be allocated to Seed to 

Oaks operating budget, which will 

increase the sustainability of our 

model and progams. Our feasibility 

study for the agency is scheduled to be 

complete 3QTR FY 2018/19. 

Plan 2: Health Navigation 

System 

To ensure better continuity of health 

care, we are working to establish a 

health navigator program, in which 

patients from health clinics or 

neighborhoods are paired with a 

navigator who will help them identify 

and overcome their personal obstacles 

to healthcare (e.g., transportation, 

childcare, lack of insurance) 

The overarching goal across patients 

will be to promote self-efficacy 

(confidence) in managing one’s 

health and to improve quality of life. 

Studies have shown that navigation 

programs improve screening followup 

rates, reduce anxiety, increase 

adherence to treatment, reduce 

emergency department and hospital 

visits, reduce medical costs, and 

improve quality of life. Our 

feasibility study is scheduled to be 

complete by 2QTR FY 2018/19. 

Plan 3: Educator 

Support Network 

Our Academies have uncovered a 

gap in both public and private 

education for support among 

Christian education professionals. u 

Our education support network will 

connect Christian educators to each 

other to help address existing gaps in 

both student’s social and academic 

performance, as well as, addressing 

gaps between professionals who are 

seeking mentoring and those who 

can give of their expertise and 

experience.

16 


Statement of Financial Position 

Seed to Oaks is seeking to raise $600,000 for the purpose of financing our fiscal 

operations budget and position Seed to Oaks for expansive growth in FY 2019. 

The following is a breakdown on how the funds will be used: 

To advance our vision of mobilizing more churches, cash reserves 

will be invested into our own staffing agency, key strategic hires, 

and other entreprises, including a health navigation iniatitive. 

Cash Reserve 

July 2018 

Projected 

Revenue 

Budgeted 

Expense 

Cash Reserve 

July 2019 

$291,555 $600,000 $581,244 $310,311 

FY 2019 Projection 


Projected 


Actual 

FY 2017 

Actual 

Revenue $600,000 $558,848 $435,946 

Churches $40,000 $65,000 $100,000 

Donations $335,000 $469,848 $326,121 

Grants $100,000 $15,000 $0 

Income Property $125,000 $9,000 $9,825 

Expenses $581,244 $417,294 $311,185 

Fundraising $28,341 $27,972 $28,175 5% 

Payroll $6,191 $20,084 $17,244 

Advertising & Promotion $6,500 $778 $380 

Conferencs, Conventions, Meetings $2,050 $687 $2,536 

Special Events $1,400 $424 $7,867 

Professional Fees $12,200 $6,000 $150 

Management & General $161,602 $118,418 82,022 $ 28% 

Payroll $95,836 $65,272 $56,042 

Bank, Merchant, Other Fees $ 3,600 $9,505 $5,384 

Special Events, Conferences $1,700 $1,066 $1,352 

Insurance $7,500 $5,639 $5,514 

Profesional Fees $39,000 $14,020 $1,200 

Supplies $1,300 $982 $556 

Systems, Software & Website $12,666 $27,750 $11,974 

Programs $391,301 $295,667 $200,998 67% 

Payroll $268,621 $177,090 $143,431 

Advertising & Promotion $8,630 $624 $5,525 

Books & Resources $6,150 $564 $2,620 

Conferences, Conventions, Meetings $4,000 $4,553 $2,266 

Meals & Refreshments $2,400 $3,626 $4,142 

Professional Fees $91,200 $75,791 $35,891 

Special Events $6,100 $451 $4,985 

Systems, Software & Website $4,200 $2,388 $2,129


Support Seed to Oaks 

Help us reach the goal of mobilizing more churches to the front lines of social change. 

There are multiple ways for you to join. 

Church Partner 

Join our growing network of churches who are 

moving beyond relief efforts to ministries that 

have long-term results. 

Business Partner 

Join our growing network of business 

partnerships who help increase job access and 

support our many programs. 

Community Partner 

Join our growing network of collaborative 

organizations that work together to bring 

about community change. 

Leadership Council Volunteer Mentor 

Lend your expertise by serving on a high-level 

council responsible for advancing and 

removing obstacles for our programs. 

Use your professional skills and expertise to 

serve and support the many people in our 

programs. 

Journey with people in our programs and help 

them know Christ and how to live the gospel in 

the world. 

Industry Specialist 

We currently work in Health, Education, and 

the Marketplace. Help us enter into a new 

industry or develop a new program. 

Subject Matter Expert 

Got a specialized skill that can assist us? We 

are looking for lawyers, real estate experts, 

data analytics expertise and more. 

Donate 

Have a passion to give? You can use your 

money to help advance our work among the 

poor.

18 


Board of Directors 

The role of the board is to ensure Seed to Oaks is run well. This includes ensuring 

the organization stays aligned with its vision, mission, and values, setting strategy 

and structure, financial oversight, and exercising accountability. 

The strength of the team is 

each individual member. The 

strength of each member is 

the team.” 

- Phil Jackson


Luke Barker 

President 

Luke is a CPA with expertise in 

financial management and executive 

level leadership at a church of 4,000. 

Nathan Ivey 

Vice President 

Nathan has a background in 

Mergers & Acquisitions, ten years of 

small business ownership, and ten 

years as a mercy pastor. 

Ben Hoehler 

Treasurer 

Ben is a CFA & CRPC and co-owner 

of Gilliam, Mease, & Associates. Ben 

has expertise in directing his firm’s 

operations and investments. 

Scott McReynolds 

Secretary 

Scott founded Material Handling 

Systems, one of the leading material 

handling system integrators in the 

United States. 

Jamaal Williams 

Board Member 

Jamaal leads Sojourn Community 

Church’s largest congregation in the 

inner city neighborhood of Shelby 

Park. 

TBD 

Board Member 

We are currently seeking new board 

members with expertise in the areas 

of networking, fundraising, 

business, and church leadership. 

Randy Nabors 

Advisor 

Randy founded the New City 

Network, a group of 65 churches 

that plant new churches and mercy 

ministries in the inner city. 

Eric Swanson 

Advisor 

Eric is a City Transformation Expert 

who has authored four books and 

has trained hundreds of churches to 

transform their community. 

Brian Fikkert 

Advisor 

Brian is a Ph.D. in economics and 

President at Chalmers Center for 

Economic Development. He wrote 

the book When Helping Hurts.

1303 S. Shelby Street 

Louisville, KY 40217 

502-791-OAKS 

info@seedtooaks.com 

www.seedtooaks.com

2018-2019 Business Plan Master

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