The Federal Budget ProcessThe Federal Budget Processandand

Its Impact on the Nonprofit Its Impact on the Nonprofit SectorSector

July 21st, 2011

Participant Call-In Number: 888-228-0609

Kirk FordhamKirk Fordham

CEOCEO

EvergladesEverglades

FoundationFoundation

HOUSEKEEPINGHOUSEKEEPING

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WEBINAR AGENDA WEBINAR AGENDA

Welcome and IntroductionWelcome and IntroductionKirk Fordham, CEO Everglades FoundationKirk Fordham, CEO Everglades Foundation

The Federal Budget ProcessThe Federal Budget ProcessJim Horney, Vice President for Federal Fiscal Policy, Center for Jim Horney, Vice President for Federal Fiscal Policy, Center for

Budget and Policy PrioritiesBudget and Policy Priorities

Q & AQ & A

Effects on the Nonprofit SectorEffects on the Nonprofit SectorSteve Taylor, Vice President of Public Policy, United Way Steve Taylor, Vice President of Public Policy, United Way

WorldwideWorldwide

Q & AQ & A

ClosingClosing

Jim HorneyJim Horney

Vice President for Vice President for Federal Fiscal Federal Fiscal

PolicyPolicy

Center for Budget Center for Budget and Policy and Policy PrioritiesPriorities

Federal Spending, FY 2010

Federal Budget Process

cbpp.org

Federal Spending, FY 2010

Federal Budget Process

cbpp.org

Winter The President sends his budget request to Congress by the first week in February. Congress considers the President’s proposal and then begins crafting its own budget resolution.

Spring Congress finalizes its budget resolution, which is like a blueprint for the year.

Summer Congress begins consideration of individual appropriations, entitlement, and tax bills.

Fall Congress finalizes appropriations and other bills, as the President begins formulating his budget request for the following year.

The Federal Budget Calendar

Federal Budget Process

Timeline for “Writing a Budget”

Federal Budget Process

How Funding is Allocated

Federal Budget Process

Determined byBudget

Resolution

Determined by Appropriations

Committee

Federal Budget Process for FY12

Federal Budget Process

Not according to plan

• No agreement on a budget resolution

• Appropriations are late

• The debt ceiling crisis

The Road Ahead

Federal Budget Process

• Will the debt ceiling agreement cap or determine FY12 appropriations?

• When could FY12 appropriations be enacted?

• Will there be a another “showdown” this year?

Resources

Federal Budget Process

• Primer on the Federal Budget Process www.cbpp.org/policybasics

• Timely analysis on budget debates www.offthechartsblog.org (blog) @CenteronBudget (twitter)

• Analysis of state budget and tax debates wwww.statefiscal.org

Steve TaylorSteve Taylor

Vice President & Vice President & Counsel for Public Counsel for Public

PolicyPolicy

United WayUnited Way

WorldwideWorldwide

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Overview

• Inevitable Cuts?

• Short-term Impacts and can United Way make it up?

• Long-term Impacts– Changing social contract?

– Planning for future

• What is United Way Doing?– Policy Agenda

– Deficit-Related Advocacy

– Sector Advocacy

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Are cuts to social service programs inevitable?

Political Priorities?

– U.S. military salaries and retirement benefits;

– Social Security and Medicare benefits;

– Veterans benefits;

– Federal civil service salaries and retirement benefits;

– Individual and corporate tax refunds;

– Unemployment benefits to states;

– Student loan payments; and

– Medicaid payments to states.

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Are cuts to social serviceprograms inevitable?

• For example, Gang of 6 proposal:

HELP Committee to identify $70 billion in savings out of about $730 billion for Labor, HHS and DoEd.

• States unable to make up difference.

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Short-Term/Immediate Impact on United Way Agencies

• 37,000 Agencies receive United Way funding

• 40% funding from Government Sources

• 5% funding from United Way

• Largest privately funded public charity

• Largest non-government funder of human services

• $4 billion in annual revenue

• Compare to $165 billion in Labor, HHS bill.

• Midwest UW local example

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Long-term Impact

• Is the social contract fundamentally changing?

–Partnership between government, private sector, charities

• What are the long-term implications?

–Cost of social services needed in the future

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What is United Way doing?

• National Public Policy Agenda

–Traditional (non-partisan) advocacy

–Stay out of political posturing

• Entering national discussion

–Internal discussion

–Providing information about impact

• Non-profits must engage in some way

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Resources

• State and local policy guide for United Way Staff

https://online.unitedway.org/file.cfm?fid=3098945

• United Way Worldwide call-to-action on Education, Income, Health and Non-Profit strengthening funding

http://liveunited.org/take-action/advocate

• United Way Worldwide Public Policy Agenda

http://liveunited.org/pages/public-policy/

Questions and Discussion

Additional ResourcesAdditional Resources

Independent Sector: Independent Sector: Connect with Connect with Lawmakers Lawmakers

http://www.independentsector.org/this_summer_connect_with_lawmakers

Nonprofit Guide to the Federal Budget Nonprofit Guide to the Federal Budget from the Cohen Report:from the Cohen Report:

http://www.nonprofitquarterly.org/index.php?option=com_content&view=article&id=13606:the-nonprofit-guide-to-the-federal-budget-a-pre-budget-playbook&catid=149:rick-cohen&Itemid=991

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for coordinating today’s for coordinating today’s webinar!webinar!

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