Merger Between a Nonprofit and a Public CAA

Working Better Together Case Studies

2014

This case study presents an example of a merger between a nonprofit CAA and a public CAA. The case study is based on CAPLAW’s interview with Michael Thorsteinson, executive director of Three Rivers Community Action in Minnesota, as well as a review of Three Rivers Community Action’s website and IRS Form 990 for the 2011 tax year.

Related Resources:

Sample Confidentiality Agreement

Sample Confidentiality Agreement

Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully...

Merger between an Arizona CAA and Non-CAA

Merger between an Arizona CAA and Non-CAA

This case study presents an example of a parent-subsidiary merger between a small, non-profit CAA facing significant financial challenges and a larger, more financially robust non-profit organization providing overlapping social services in the same service area. The case...

Joining Forces: Evaluating Merger Opportunities

Joining Forces: Evaluating Merger Opportunities

Now more than ever, CAAs are thinking about innovative ways to maximize their impact while conserving resources. One method for doing so is a merger with another CAA or nonprofit organization. CAPLAW recently issued a new merger decision-making tool that helps CAA leaders...