THE FEASIBILITY OF ESTABLISHING KAPAMILYA IN AMERICA, INC. [KIA]

 

The above named charity would channel moneys from America to the Philippine charity: KAPAMILYA MEDICAL AND SCIENTIFIC CHARITY, INC. [KMSC].  KMSC (in turn) hopes to dispense moneys nationally.

KAPAMILYA MEDICAL AND SCIENTIFIC CHARITY, INC. is motivated by Mr. Ivan  Lay, a retired American living in Cagayan de Oro City. The need for a medical and scientific charity is easily seen. There are numerous Regions in the Philippines with a poverty level of over 50%; underfunded government hospitals can be easily found, even in the NCR. Private hospitals are out of the reach of many. As for science:  One has to go abroad, if seeking a college degree in astronomy. (Where is the gain in that?) The national gain: Rich countries are rich, because they invest in science, which allows for technologies. And countries that natively build airplanes and mass produce automobiles for an extended period of time, do not have a national poverty rates of over 30%. 

However: Can KAPAMILYA IN AMERICA deliver the promised moneys? Likely, yes.

Organizing a charity in America is no harder to do, than in the Philippines. In the USA, the licensing agency is the Internal Revenue Service. It ask for a three year budget (which shows the scale of proposed operations), and a list of key employees and officers (and their renumeration). The last requirement (indirectly) shows two things: The proportion of moneys that will be delivered (externally) to the beneficiaries of the charity and... is the charity viable at all: generating cash in excess of its operating costs.

KAPAMILYA IN AMERICA seeks "tax deductible" charitable donations from Filipino born people (and their businesses or relatives), who currently reside in the USA. Most of these people are in California. (Over three million.) The balance of Filipino Americans (an other million), are to be found mostly in about ten states, such as: Hawaii, Florida, New York, Nevada, Illinois, etc.. More than seventy percent of them are American citizens already.

So: What is a "tax deductible donation"? It is (ordinarily) a donation that comes from personal savings (or set aside business profits) that will not be missed, as it is given to a charity during the tax year. Very importantly: The government will essentially (and "for free") give back to the donor an amount of money equal to the donation made (at the end of the tax year). The government gives back the money, by reducing the amount of taxes that are owed by the donor. (The cost to the donor: paperwork, and the absence of the donated cash during the tax year.) Essentially, the moneys that went away from potential (or actual)  donors all unchanged. At a zero donations, the government obtains all of the taxes owed. As donations are made (up to an allowed limit), taxes are corresponingly reduced.

Why does the government do this? The goverment (like the charity), is in the business of "providing for the public welfare". (Mostly domestic, but also: foreign.) "Tax deductible donations" are essentially (a duplicate of or replacements of) governmental actions, performed via the private sector.

There are (of course) rules that apply to the donations. A corporation can only donate about 10% of its yearly profit. Individuals fall into "tax brackets". For example, those who earn $50,000 yearly, or those who earn a million a year, etc. Each "tax bracket" is differently taxed and can donate only at a specific rate. Further: individual donations (as a rule) can only be made if one uses the 1040 tax form. (Vs the simplified 1040-EZ tax form.)

So, consider KAPAMILYA IN AMERICA. At the top of the organization it has a Board of Directors, a President and Vice President, etc..  KIA (naturally), will have "field employees" (and volunteers): the people representing the organization to the donors. KIA field employees can be classified as: "in-state" or "inter-state". "In-state" employees (essentially) are home residence based, while "inter-state" employees may be "on the road" as much as 80% of the time. Thus, local employees in California may be assigned to seek donations from a group of Filipino American churches in San Francisco or San Diego.  (More than 90 California FilAm churches are listed at http://www.thefilipino.com ; likely, there are more.) A traveling employee may be asked (as an example) to address any of the Regional meetings of the Philippine Nurses Association of America.

  • Western Region Chapters: Arizona, Central California, Colorado, Hawaii, Nevada, Northern California, Oregon/Washington, San Diego, Southern California
  • North Central Region Chapters: Greater Kansas City, Greater St. Louis, Illinois, Indiana, Michigan, Ohio, Wisconsin
  • South Central Region Chapters: El Paso, Georgia, Gulf Coast, Metro Houston, North Texas, Northeast Florida, San Antonio, South Florida, South Texas Rio Grande Valley, Tampa Bay, Texas-Cameron County
  • Eastern Region: Delaware Valley, Maryland, Metro Washington DC, New England, New Jersey, New York, North Carolina, Pennsylvania,South Carolina, Virginia

Of note: A typical nurse earns over $65,000 a year. There are 60,000 OFW nurses in America. Similarly: There are regional associations of medical doctors. A typical doctor earns better than $160,000 a year, and there are 20,000 OFW doctors in the USA.

There are other possible sources of donor revenues, such as the members of the Federation of  Philippine American Chambers of Commerce (FPACC) --- or other "high income" groups can be found as members of the National Federation of Filipino American Associations (NaFFAA).

The existence of FPACC and NaFFAA shows that Filipinos are very socially conscious, and are quick to organize into groups that define their category. The act of organizing into groups entails the rise of leaders, who (at some point) volunteer their time and efforts. However, organizing into groups (and seeking representation) is not synonymous with the propensity of the to donate moneys to a cause (by ordinary group members). And it is because of the (hoped for) likelyhood of Filipinos to both volunter and to donate that KAPAMILYA IN AMERICA will be able to transfer charitably collected funds from America to be disbursed by the Philippine charity KAPAMILYA MEDICAL AND SCIENTIFIC CHARITY, INC..

The economic and social "basics" are all in place: Filipinos in America are better educated, and have more earnings than the "average American". http://www.ameredia.com/resources/demographics/filipino.html

However, relevant  (and inter related) questions in forming the American charity are:

  1. How many field employees can KAPAMILYA IN AMERICA budget for, as it starts its first year of operation?
  2. Given a reasonable work load, how much donation revenues can be expected to be generated by a specific class of field employees? (Expl: an intra-state field employee assigned to lawyer and CPA associations, or an in-state field employee assigned to churches in Riverside, California.)
  3. The overall estimated expenses of KIA, for its first year.

One can start with Question #3, the estimated expenses of KAPAMILYA IN AMERICA. Assume that an in-state field employee gets paid same hourly rate as a life insurance sales agent with one year experience. (About $18/hr.) A forty hour work week costs $720. Add 5 hours of allowed overtime work; paid at $27/hr. This becomes $855 paid out a weekly. Include paid holidays or vacations, to arrive at ($855 x 52 weeks in a year) $44,460 to the field employee yearly. Taxes for the business itself, (for having employees) are in the 33% range. The local field employee now becomes a (1.33 x $44,460) = $57,798 expense to the charity. This figure does not yet count employee related office costs: Rent on the building that KAPAMILYA IN AMERICA occupies, or electricity, telephone, and insurance bills, etc.. Further, the donations collected / encouraged by the in-state field employee support the administrate staff: President, Board members, accounting, legal, advertising functions, etc.. In all, for the organization to "break even": the in-state field employee should generate at least five times his approximate costs in donations. So: about $60,000 x 5 = $300,000.

How does this $300,000 break even point per in-state field employee compare with donations likely to be obtained by this employee? It seems that the break even point (at least) may be easily passed, due to the following mechanism:

1, Taxes can be paid from/via borrowed funds. (Donations also can be made from/via borrowed funds.)

2, As one observes donations given/sought in the operation of other charities, $1,000 seems to be a large amount, if received. Yet, by law as much as 20% of the Adjusted Gross Income (AGI) of a wage earner can be donated, if this donor is in the $50,000/year income category. Note: Half of the Filipinos in America earn more than $50,000 yearly!! Via the allowed 20% of the AGI for donations, a minimum of $7,000 could be sought from half of the potential Filipino American donors.

3, So, why did a $1,000 donation seem so large, earlier? Answer: Donations are usually made from "savings on hand". And at the same time, working with "tax deductible donations" is not "second nature" to most.

4, Assume our charity will loan the eligible donor $7,000 (or more), and this amount is handed back to the charity instantly, as a donation. (Momentary cash result to  the charity: zero. Cash out and cash received are equal.) However: The donor is issued a receipt for donations made, to be filed with his taxes, eventually. At the same time (to repay pay the loan that enabled the donation), the donor writes a forward dated check; held in escrow untill tax refund time.

5, At tax refund time, since his tax obligation has been reduced due to the donation made: The donor is due an overpayment refund on his taxes withheld (or estimated taxes paid). This covers the forward dated check. The result for the charity: $7,000+ from every such donor. Result to the donor: He has substantially helped the Philippines, at no extra monetary cost to himself. (His tax obligations were redistributed between the charity and the government.)

Meanwhile, in California there are numerous Philippine American organizations. Churches abound: Over sixty! Then: Chambers of Commerce (5), nurses associations, association of physicians, teachers and educators, artist and writers, builders, real estate professionals, "community organizations" (many), retired armed forces associations, senior citizens, womens clubs, political groups, City employees (Los Angeles, Oakland), dentists, press club, press photographers, university alumni, US Coast Guard, "young professionals", midsize businesses:(shipping, engineering, newspapers), medical groups, financial corporations, cultural organizations, ham radio operators, history groups, lawyers, accountants, tourism/travel related, tennis/golf, etc.

In a 52 week year, an in-state employee should be able to find (through contacting group leaders and members in person, repeatedly), five groups with 20 donor members each: 100 donors x ( the minimum) $7,000 = $700,000. Note: This mimimal expectation does not consider, that 10% of all businesses in California are Asian owned. While, a Filipino business can be a small as a restaurant or as large as a shipping line, 10% of the allowable profits of businesses entering the donation category could easily raise the minimal expectation for an in-state employee to $800,000 yearly.

Intra-state employees have high travel costs, and living expense accounts. Assume that their base pay is 1.4 times that of an in-state employee (as a hardship differential): $44,460 x 1.4 = $62,244. Again, taxes on this employee are about 33%, making this intra-state employee a $82,785 cost to the charity. This figure still does not yet count travel cost or per diem expenses.

Then, consider (as a guideline): 2008, the federal per diem rate, which is the sum of the federal lodging rate and the federal meals and incidental expenses rate (M&IE), will increase to $256 per day for high-cost areas and increase to $158 per day for all other areas. (Assume 300 days on the road at $256/day.... an other $76,800; travel costs such as airfare, purchase and use of company automobile, fuel, insurance would double this figure to $153,600.) Costing an inter-state employee about $236,400. The only encouraging thing about this high figure is this: Consider the Greater Chicago Philippine American Chamber of Commerce, with 90 members. Half own their business, and the other half are professionals, managers, etc.. If: in forty non consecutive days, from 50 Chamber members an average of a (low) $20,000 tax deductible donations are collected, this is $1 million. (Is this feasible? It is if the organization has weekly meetings.)

So, KAPAMILYA IN AMERICA at least will pay for itself. (And send moneys to the Philippines, to be charitably distributed.)

The question now becomes: How much moneys can the Philippines expect, yearly? An encouraging consideration about this question is the "learning curve". Ie: as employees gain experience, they become more efficient and effective and the donations will increase. Similarly, as donor organizations become used to the donation process, more donors will be forthcoming, making larger donations.

So far (from earlier calculations), three in-state field employees could pay for the direct cost of the administrative and support personnel, while the revenues generated by the fourth in-state field employee would be set aside for future organizational expansion. In-state field employee #5 pays all the office related expenses. Result: At start up strength of 16 employees (5 paid mostly for supervisory and support work), only four in-state and the two inter-state employes can be counted upon, to send the bulk of their collected donations back to the Philippines.

At 260 working days, an inter-state employee bring should at least a half million dollars every 40 days in donations. (Harvesting: New York / New Jersey, Washington D.C., Florida, Hawaii, Oregon / Washington, Nevada

No less than $6 million from the combined two inter-state employees. The four in-state employees (whose combined efforts all flow to the Philippines) should generate about $4 million a yearly; since one can realistically anticipate each in-state employee to find more than five Philipine American groups a year and more than 20 donors per group. So (at least) $10 million [P450,000, 000] to the Philippines yearly. However, depending on the number of volunteers engaged (and/or favorable publicity created), donations could increase. 

Other problems:

 

 

 

 

 

 

 

 

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