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HomeMy WebLinkAboutCFC_Bylaws_-_BoD_Approved_6-22-22 (1)1 AMENDED AND RESTATED BYLAWS OF COLLECTIVE IMPACT IN NEW HANOVER COUNTY, INC. DBA: CAPE FEAR COLLECTIVE ARTICLE I Name and Purpose Section 1. Name. The name of the organization shall be Collective Impact in New Hanover County, Inc. and conduct all business as the Cape Fear Collective, hereinafter referred to as the Corporation. Section 2. Purpose. The Corporation is organized for exclusively charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986 or the corresponding provision of any future United States Internal Revenue Law, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under Section 501(c)(3) of the Internal Revenue Code of 1986 and to engage in any lawful activity or activities for which corporations may be organized under Chapter 55A of the North Carolina General Statutes. Without limiting the generality of the foregoing, the purposes of the Corporation include: a. Serving as an impact investing and data science backbone organization; b. Scaling big data, fundraising, and social innovation in North Carolina; and c. Creating sustainable impact programs that address social progress across a variety of sectors, including economic development, health and human services, environmental, and housing. The geographic are to be served by this Corporation shall include the State of North Carolina. ARTICLE II Offices The Corporation shall have and continuously maintain in this state a registered office and a registered agent whose office is identical with such registered office, and may have such other offices within or without the State of North Carolina as the Board of Directors may from time to time determine. DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 2 ARTICLE III Members The Corporation shall have no members. ARTICLE IV Board of Directors Section 1. General Powers and Composition. The affairs of the Corporation shall be managed by its Board of Directors comprising not fewer than nine (9) persons. The Board of Directors may exercise all corporate powers not specifically prohibited by the Articles of Incorporation, Chapter 55A of the General Statutes of North Carolina, or Section 501(c)(3) of the Internal Revenue Code of 1986. The powers and duties of the Board of Directors shall include, but not be limited to, the following: a. To transact the business of the Corporation; b. To select, supervise, and periodically review the work of the Chief Executive Officer; c. To elect directors to the Board of Directors; d. To create or terminate Committees of the Board of Directors; e. To review and approve the Corporation’s budget; and f. To receive by gift, devise, bequest or otherwise from any private or public sources, personal or real property, and hold, administer, invest, reinvest, manage, use, disburse, distribute, and apply the income and/or principal of the same in accordance with the directions and intent of the donor or donors of such property, or, in the absence of such directions, as the Corporation may deem best, from time to time, for the promotion of any or all of the objectives of the Corporation. Section 2. Tenure. The initial terms of the initial Directors other than the Chief Executive Officer shall be staggered and shall end on the date of the annual meeting of the board of directors. Except as set forth above for the Directors’ initial terms, and except for the Director who is the Chief Executive Officer, Directors shall serve for a term of three (3) DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 3 years, or until a successor is duly elected or appointed. Except as provided otherwise in these bylaws, the term shall begin following election or appointment. No person may serve more than two (2) consecutive terms on the Board of Directors. If the initial term of the Director was less than three (3) years, the initial term shall not be counted toward the consecutive term limit. Directors may resign at any time by giving written notice to the presiding officer of the Board. The resignation takes effect upon receipt of notice or at a later date if specified in the notice, and, unless otherwise specified therein, the acceptance of such resignation shall not be necessary to make it effective. Any director may be removed at any time with or without cause by a two-thirds vote of the Board of Directors. Section 3: Annual Meeting. The annual meeting of the Board of Directors shall be held at a time and place to be determined by the Board of Directors within or without the State of North Carolina. Section 4. Regular Meetings. Regular meetings of the Board of Directors shall be held at least twice each year at such time and place, within or without the State of North Carolina, as may be fixed by resolution of the Board, or as may be specified in the notice of the meeting. Neither the business to be transacted at, nor the purpose of, any regular meeting of the Board need be specified in the notice of such meeting, unless specifically required by law. Section 5. Special Meetings. Special meetings of the Board of Directors may be called by or at the request of the Chair of the Board of Directors, the Chief Executive Officer, or five (5) of the directors then in office. Special meetings may be held at a time and place to be determined by the person or persons authorized to call special meetings of the Board within or without the State of North Carolina. Only those matters that are within the purpose or purposes described in the meeting notice required by Chapter 55A of the General Statutes of North Carolina may be acted upon at a special meeting of members. Section 6. Notice. Notice of any annual, regular, or special meeting of the Boards of Directors shall be given at least three (3) days previously thereto by any usual means of communication, including by electronic means, to each director at his/her address as shown on the records of the Corporation. The attendance of a director at any meeting shall constitute a waiver of notice of such meeting, except where a director attends a meeting for the express purpose of objecting to the transaction of any business because the meeting is not lawfully called or convened. Section 7. Quorum. A majority of the seated Board of Directors shall constitute a quorum for the transaction of business at any meeting of the Board. If less than a majority of the directors are present at the meeting, a majority of the directors present DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 4 may adjourn the meeting, without further notice, until a quorum shall be present or represented. Except as otherwise provided in these bylaws, the act of the majority of the Directors present at a meeting of which a quorum is present shall be the act of the Board of Directors. Section 8. Proxies. At any meeting of the Board of Directors, a director entitled to vote may do so by proxy executed in writing for that meeting. Proxies may confer general voting rights, or they may be limited to prescribed action on a particular issue. Section 9. Vacancies. Any vacancy occurring in the Board of Directors shall be filled by a majority of the directors in office. Section 10. Compensation. Directors shall not receive any compensation for his/her service in such capacity, except that the Board of Directors may by resolution provide for the reimbursement of actual expenses incurred in the performance of duties as directors of the Corporation. Section 11. Executive Committee. a. Composition. The Executive Committee shall be comprised of the Chair, Vice- Chair, Treasurer, and Secretary. b. Term of Office. The initial terms of the initial officers shall be staggered and shall end on the date of the annual meeting of the Board of Directors. After the initial terms are complete, members of the Executive Committee shall serve for a term of one year or until his/her successor is appointed. c. Powers and Duties. The Executive Committee shall have all the powers and duties of the Board of Directors when the Board is not in session except as to those matters set forth below and may also act upon such matters as may be referred to it by the Board of Directors and may make recommendations to the Board of Directors on such matters as it deems appropriate. The Executive Committee shall not have authority to act on the following matters: i. The dissolution, merger or consolidation of the Corporation; or the sale, lease or exchange, pledge, or transfer of all or substantially all of the assets of the Corporation or the adoption of a plan of distribution of corporate assets; ii. The designation of any other Committee or the filling of vacancies in the Board of Directors; iii. The election, appointment, or removal of officers and/or directors; DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 5 iv. The amendment or repeal of the Articles of Incorporation or the Bylaws, or the adoption of new Bylaws; v. The taking of any action inconsistent with any resolution or action of the Board of Directors; and vi. Any other matter which the Board of Directors from time to time by resolution specifically reserves itself. d. Quorum. A quorum of the Executive Committee for any meeting shall be all of its members. Action at a meeting of the Executive Committee shall be by majority vote of the members. e. Meetings. The Executive Committee shall meet at the call of the Chief Executive Officer, the Chair of the Board of Directors, or by any Executive Committee member. Meetings may be conducted by conference call or other electronic means so long as all members of the quorum can speak to the group and can hear all deliberations. Action on specific items may be taken by the Committee and a vote may be taken by electronic means or by mail. f. Notice. Notice of each meeting of the Executive Committee shall be given at least twenty-four (24) hours in advance of such meeting by any usual means of communication, including by electronic means to each Executive Committee member at his/her address as shown on the records of the Corporation. The attendance of a director at any meeting shall constitute a waiver of notice of such meeting, except where a director attends a meeting for the express purpose of objecting to the transaction of any business because the meeting is not lawfully called or convened. Section 12. Other Committees. a. Composition and Powers. The Board of Directors may create committees which shall have and may exercise such powers as conferred or authorized by the resolutions creating them. Each such committee shall consist of one or more directors and other members as may be appointed as herein provided. Such committees shall have the power to act only in intervals between meetings of the Board of Directors and shall at all times be subject to the control of the Board of Directors. The chair and members of each committee shall be appointed by the Chair of the Board of Directors annually and may be removed at any time, with or without cause, by the Chair of the Board of Directors. Each committee chair shall report regularly to the Board of Directors. The Chair of the Board shall be an ex-officio member of all committees. DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 6 b. Term of Office. Members of each committee shall serve for a term of one year or until his/her successor is appointed or until such committee is sooner terminated, or until such person is removed, resigns, or otherwise ceases to qualify as a member, as the case may be, of the committee. c. Vacancies. Vacancies on any committee may be filled for the unexpired portion of the term in the same manner as provided in the case of original appointment. d. Meetings; Quorum. Each committee shall meet as often as is necessary to perform its duties at such times and places as directed by its chair, by the Chair of the Board of Directors, or by the Board of Directors. A majority of the members of the Committee shall constitute a quorum of such Committee, and the act of a majority of the members present at a meeting at which a quorum is present shall be the act of the committee. Each committee shall make periodic reports and recommendations to the Board of Directors. Section 13. Action by Directors or Committees; Attendance by Telephone and Electronic Means a. Written Consent. Action taken by a majority of the directors or members of a committee without a meeting is nevertheless Board or committee action if written consent to the action in question is signed by all the directors or members of the committee, as the case may be, and filed with the minutes of the proceedings of the Board or committee. A director’s consent to action taken without a meeting may be in electronic form and delivered by electronic means. b. Telephone and Electronic Means. Any one or more directors or members of a committee may participate in a meeting of the Board or committee by means of a conference call or similar communication medium which allows all persons participating in the meeting to hear each other and such participation in a meeting shall be deemed presence in person at such meeting. c. Action. Any action that may be taken at any annual, regular, or special meeting of the Board or any committee may be taken by a written ballot, which written ballot may be submitted by electronic means. Section 14. Chief Executive Officer. The Chief Executive Officer of the Corporation may serve as a voting member of the Board of Directors. Where the Chief Executive Officer is a director of the Corporation, his/her authority as a director is limited as follows. The Chief Executive Officer may not: DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 7 a. Participate in the Board’s periodic review of the work of the Chief Executive Officer; b. Participate in discussions, votes, or other Board action pertaining to the compensation of the Chief Executive Officer; c. Serve as the Chair, Vice-Chair, Secretary, or Treasurer of the Board; or d. Vote to elect directors to the Board or remove directors from the Board. ARTICLE V Officers Section 1. Officers. The officers of the Corporation shall be the Chair, Vice-Chair, Treasurer, and Secretary of the Board of Directors, the Chief Executive Officer, and other officers as may from time to time be appointed by or under the authority of the Board of Directors. Section 2. Election and Term of Office. The officers of the Corporation shall be elected annually by the Board of Directors at its annual meeting. Vacancies may be filled or new offices created and filled by the Board of Directors. Each officer shall hold office for a term of one year or until a successor is duly elected and qualified. Section 3. Duties of Officers. The duties of the officers shall be as set forth below and, in addition thereto, such further duties as may be designated from time to time by the Board of Directors. a. Chair. The Chair shall chair all meetings of the Corporation and of the Board of Directors, appoint the chairpersons of all committees, and facilitate and coordinate such other responsibilities as provided in the Corporation’s Bylaws or as may be directed by the Board. b. Vice-Chair. The Vice-Chair shall have such powers and perform such duties as the Board of Directors may prescribe or as the Chair may delegate and shall sit in the stead of the Chair in his/her absence. c. Treasurer. The Treasurer shall serve as financial liaison of the Board of Directors and, whenever deemed appropriate by the Board of Directors; shall render an account of the financial condition of the Corporation, including details of all transactions as may be required; and shall oversee all financial matters of the Corporation on behalf of the Board of Directors. DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 8 d. Secretary. The secretary shall do or oversee: the keeping of all the Corporation’s documents and records; the keeping of the minutes of all meetings of the Board of Directors and Executive Committee, including all votes and resolutions adopted; the issuing of notices for meetings of the Board of Directors; and the filing of all reports required by governmental authorities. e. Chief Executive Officer. The Chief Executive Officer shall direct and execute all decisions of or programs adopted by the Board of Directors; shall serve as the chief executive officer of the Corporation; and shall perform such other duties as the Board may prescribe or authorize. The Chief Executive Officer shall furnish the Board with an operating and financial report at each meeting thereof. The Chief Executive Officer shall be appointed upon the majority vote of the Board of Directors present at a duly constituted Board meeting and shall serve at the pleasure of the Board of Directors. f. Other Officers. The duties and terms of office of any other officer or assistant officer appointed pursuant to Section 1 of this Article shall be specified by the Board of Directors or by the Chair, if so authorized by the Board. Section 4. Compensation of Officers. The Chief Executive Officer may be paid such reasonable compensation as the Board of Directors may authorize and direct. No other officer who is a member of the Board of Directors may receive any compensation, except as reimbursement for actual disbursements expended on behalf of or in service to the Corporation and according to policies authorized by the Board of Directors. ARTICLE VI Insurance and Bonding of Directors, Officers, and Others The Corporation shall purchase and maintain insurance on behalf of any person who is or was a director or officer against any liability asserted against such person and incurred by such person in any such capacity or arising out of such person’s status as such, whether or not the Corporation would have the power or obligation to indemnify such person against such liability under this Article. The Corporation shall provide blanket fidelity bonds for anyone who either handles or is responsible for funds held or administered by the Corporation, whether or not they receive compensation for their services. The Corporation may purchase and maintain insurance on behalf of any person who is or was an employee, agent, trustee, member of any duly constituted committee of the board, or volunteer against any liability asserted against such person and incurred by such person in any such capacity or arising out of such person’s status as DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 9 such, whether or not the corporation would have the power or obligation to indemnify such person against such liability under this Article. ARTICLE VII Indemnification Any person who at any time serves or has served as a member of the Board of Directors, officer, employee, agent or committee member of the Corporation, or in such capacity at the request of the Corporation for any other corporation, partnership, joint venture, trust, or other enterprise, shall have a right to be indemnified by the Corporation to the fullest extent permitted by law against (a) reasonable expenses, including attorneys’ fees, actually and necessarily incurred by that person in connection with any threatened, pending, or completed action, suit, or proceedings, whether civil, criminal, administrative, or investigative, and including any derivative action or proceeding on behalf of the Corporation, seeking to hold that person liable by reason of the fact that he/she is or was acting in such capacity, and (b) reasonable payments made by that person in satisfaction of any judgment, money decree, fine, penalty, or settlement for which he/she may have become liable in any such action, suit, or proceeding. In no event, however, shall there be any indemnification when the Corporation itself brings any of the above proceedings upon specific authorization of the Board of Directors, unless the Board of Directors subsequently specifically determines indemnification to be appropriate. The Board of Directors of the Corporation shall take all such action as may be necessary and appropriate to authorize the Corporation to pay the indemnification required by this Bylaw, including without limitation, to the extent needed, making good faith evaluation of the manner in which the claimant for indemnity acted and of the reasonable amount of indemnity due. The Board of Directors may advance expenses incurred by a director or officer in defending any threatened, pending or completed action, suit, or proceeding in advance of the final disposition as may be authorized by the Board of Directors in the specific case upon receipt of an undertaking by or on behalf of the director or officer to repay such amount. Subject to receipt of such undertaking, the Corporation shall make reasonable periodic advances for expenses unless the Board of Directors shall determine, based on the facts then known that indemnification is or will be precluded. Any person who at any time after the adoption of this Bylaw serves or has served in any of the aforesaid capacities for or on behalf of the Corporation shall be deemed to be doing or to have done so in reliance upon, and as consideration for, the right of indemnification provided herein. Such right shall inure to the benefit of the legal DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 10 representatives of any such person and shall not be inclusive of any other rights to which such person may be entitled apart from the provision of this Bylaw. ARTICLE VIII Contracts, Checks, Deposits, and Gifts Section 1. Contracts. The Board of Directors may authorize any officer or officers, agent or agents of the Corporation to enter into any contract or execute and deliver any instrument in the name of and on behalf of the Corporation and such authority may be general or confined to specific instances. Section 2. Checks, Drafts, etc. All checks, drafts, or other orders for the payment of money, notes, or other evidence of indebtedness issued in the name of the Corporation shall be signed by such officer or officers, agent or agents of the Corporation and in such manner as shall from time to time be determined by resolution of the Board of Directors. Except within the scope of the authority delegated by resolutions adopted from time to time by the Board of Directors, no director, officer, employee, or agent of this Corporation shall have any authority to borrow money on its behalf, to pledge its credit, or to mortgage or pledge any property of this Corporation. Section 3. Deposits. All funds of the Corporation shall be deposited to the credit of the Corporation in such banks, trust companies, or other depositories as the Board of Directors may select. Section 4. Gifts. The Board of Directors may accept on behalf of the Corporation any contribution, gift, or bequest for the general purposes or for any special purpose of the Corporation. ARTICLE IX Books and Records The Corporation shall keep correct and complete books and records of account, minutes of the proceedings of its Board of Directors, and a record giving the names and addresses of the directors at the registered or principal office. The books and records of the Corporation may be inspected by any director or their agent or attorney in good faith and for any proper purpose at any reasonable time and may make copies of the records specified in N.C.G.S. §55A-16-02(b) or any replacement statute at his/her expense provided the director delivers notice to the Corporation at least five (5) business days before the date on which the director wishes to inspect and copy. Such notice must state (a) the records or other information to be inspected and copied or DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 11 otherwise provided by the Corporation and (b) the purpose for, and intended use of, the information. ARTICLE X Seal The corporate seal of the Corporation shall be circular in form and shall be inscribed with the name of the Corporation. ARTICLE XI Conflicts of Interest The Board of Directors shall maintain a Conflict of Interest Policy which must be acknowledged and signed by each member of the Board of Directors annually. The foregoing Amended and Restated Bylaws of Collective Impact in New Hanover County, Inc. dated June 22, 2022 were adopted by the Board of Directors as the Bylaws of this Corporation with immediate effect on June 22, 2022. ___________________________________ First & Last Name, Secretary DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 7/11/2022Theresa Everett Founding Board of Directors Roster 2021 – 2022 Current Members Officer Term of Office Appointment Expiration Davis Brannan Executive Vice President, Global Channels & APAC nCino –July 1, 2019 June 30, 2022 Avery Washington Realtor Coldwell Banker Sea Coast Advantage –July 1, 2019 June 30, 2022 Jeanine Minge Associate Vice Chancellor for Community Engagement UNCW –July 1, 2019 June 30 2022 Kate Groat Director of Corporate Philanthropy Live Oak Bank Vice Chair July 1, 2019 June 30, 2022 Girard Newkirk Co-Founder & CEO Genesis Block –July 1, 2019 June 30, 2023 Lydia Newman Executive Vice President and Chief Administrative Officer Community Care of North Carolina Chair July 1, 2019 June 30, 2023 Terri Everett Community Advocate Secretary July 1, 2019 June 30, 2023 Joe Finley Co-Founder CastleBranch Treasurer July 1, 2019 June 30, 2024 Dinesh Apte Chief Commercial Officer Wellth –July 1, 2019 June 30, 2024 Charrise Hart CEO Ready for School, Ready for Life –July 1, 2019 June 30, 2024 Meaghan Dennison (ex-officio) CEO Cape Fear Collective –For duration of time as CEO DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01 Board Roster 2022 – 2023 Current Members Officer Term of Office Appointment Expiration Girard Newkirk Co-Founder & CEO Genesis Block –July 1, 2019 June 30, 2023 Lydia Newman Executive Vice President and Chief Administrative Officer Community Care of North Carolina –July 1, 2019 June 30, 2023 Joe Finley Co-Founder CastleBranch Treasurer July 1, 2019 June 30, 2023 Terri Everett Community Advocate Vice Chair July 1, 2019 June 30, 2024 Dinesh Apte Chief Commercial Officer Wellth –July 1, 2019 June 30, 2024 Charrise Hart CEO Ready for School, Ready for Life –July 1, 2019 June 30, 2024 Kate Groat Director of Corporate Philanthropy Live Oak Bank Chair First: July 1, 2019 Second: July 1, 2022 June 30, 2022 June 30, 2025 Sharm Brantley Address 910-352-5782 –July 1, 2022 June 30, 2025 Chris Prentice 621 Tanbridge Rd Wilmington, NC 28405 949-400-4811 Secretary July 1, 2022 June 30, 2025 Meaghan Dennison (ex-officio) 215 Kenwood Ave. Wilmington, NC 28405 919-607-2417 –For duration of time as CEO DocuSign Envelope ID: 884AB285-6438-4F9D-B7CF-C88B986ABD01