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Business Plan: Foundation-Funded Autism Service Centers in Texas

Executive Summary:

This business plan outlines the creation of a nonprofit foundation that funds and supports the rapid development of autism therapy and education centers across Texas. These centers will provide government-funded services to children and young adults with Autism Spectrum Disorder (ASD), helping to eliminate long waitlists and expand access to life-changing therapy and education. The foundation will serve as the capital and compliance backbone, helping local communities and franchisees launch sustainable, Medicaid-funded centers that require no out-of-pocket expense for families.

Mission Statement:

To close the access gap for children and young adults with Autism in Texas by accelerating the launch of high-quality, fully government-funded autism service centers, through a foundation-driven model that partners with local operators, educators, and therapists.

Objectives:

Reduce the waiting list for autism services in Texas by building at least 25 centers in underserved areas within the next 3 years.
Enable each center to serve 8 to 80 clients daily, generating sustainable revenue via Medicaid and public school contracts.
Standardize clinical and operational procedures to ensure compliance, quality, and outcomes.
Recruit and support operators from local communities through a turnkey franchise model backed by the foundation.

Foundation Structure & Role:

Legal Structure: 501(c)(3) nonprofit foundation

Funding Sources: Philanthropic donations, grants, impact investments, and public-private partnerships

Core Functions:

Provide startup capital (grants or zero-interest loans) to franchisees or center operators
Handle Medicaid enrollment, licensing, and compliance support
Train operators and clinical staff (intern pipelines, paid fellowships)
Centralize billing and back-office operations
Monitor outcomes and publish statewide impact data to attract continued donor and state support

Services Offered by Centers:

Applied Behavior Analysis (ABA) therapy
Speech and Occupational Therapy
Educational Support & Special Education Programming
Parent Training & Counseling
Social Skills Groups & Life Skills Training
After-school and Summer Programs

Each center will hire licensed professionals and interns, with at least one BCBA, SLP, and OT on staff or available as contractors. Centers will operate as medically necessary therapy clinics and/or educational placements for students with Individualized Education Plans (IEPs).

Target Market:

Children and young adults (ages 2–21) diagnosed with Autism
Families eligible for Medicaid, CHIP, or the Children's Autism Program
School districts in need of nonpublic placements for high-needs students
Communities with >6-month waitlists for autism services (priority areas)

Revenue Model:

Medicaid reimbursements (EPSDT, Applied Behavior Analysis (ABA), Speech, OT)
Managed Care Organization (MCO) contracts
IDEA Part B funding from public school partnerships
Grants and government contracts (Children's Autism Program (CAP), Waivers)
Optional private pay for supplemental services (only where needed)

Franchise/Network Model:

Foundation owns brand and systems, licenses them to mission-aligned operators
Turnkey package includes: startup capital, staff training, clinical protocols, billing support, and compliance monitoring
Operators pay a percentage of revenue to the foundation to sustain the ecosystem
The foundation audits and provides quality control across all sites

Partnership Opportunities:

Universities (for therapist training pipelines and interns)
Local ISDs and Special Education Directors
Texas HHSC and Medicaid MCOs
Philanthropies focused on education and disability support

Initial Rollout Plan:

Year 1: Design and break ground on a foundation model center that offers qualities to reduce operating expenditures
Year 3: Launch additional pilot centers in waitlist hotspots (e.g., Austin suburbs, Rio Grande Valley, Dallas outskirts)
Year 5: Expand to 10 additional centers using proven templates

Impact Measurement:

Number of children served off waitlists
Reduction in average wait time
Client developmental progress (per standardized tools)
Parent satisfaction and outcomes
Cost savings to Medicaid and ISDs vs. out-of-state placements

Conclusion:

This foundation-driven model can rapidly address the autism service crisis in Texas. By combining philanthropic startup capital with sustainable government revenue streams, we will empower local leaders to open centers, provide essential care, and ensure that no child waits over a year for life-changing support. The foundation's job is to make opening a high-quality center simple, affordable, and impactful.

Prepared by: Robert Douglas
Date: Sat April 19th 2025

Proforma Financial Statements

Our proforma financial statements provide detailed projections of our expected financial performance over the next five years.

Single Center Financial Model

Below is a summary of the financial model for a single autism service center:

Category	Amount (USD)
Land Purchase	-250,000.00
Construction	-850,000.00
Equipment & Furnishings	-100,000.00
Training	-25,000.00
Working Capital	-75,000.00
Total Initial Investment	-1,300,000.00
Annual Revenue	2,250,000.00
Salaries & Benefits	-750,000.00
Training & Compliance	-75,000.00
Billing & Admin	-40,000.00
Operating Costs	-25,000.00
Foundation Fee (5%)	-112,500.00
Annual Expenses	-952,500.00
Annual Net Income	1,297,500.00

This financial model demonstrates the sustainability of each center, with a projected annual net income of $1,297,500 on an initial investment of $1,300,000, representing a nearly 100% annual return on investment.

Income Statement Projections

Below are the projected income statements for the first three years of operation:

Year	Revenue	Total Expenses	Net Income
Year 1	2,250,000.00	952,500.00	1,297,500.00
Year 2	2,362,500.00	983,325.00	1,379,175.00
Year 3	2,480,625.00	1,015,187.25	1,465,437.75

As shown in the projections, revenue is expected to grow by 5% annually, with a corresponding increase in expenses. Net income shows steady growth over the three-year period, demonstrating the long-term sustainability of the center model.

Balance Sheet Projections

The table below shows the projected balance sheet for the first three years of operation:

Year	Cash	Land	Net Building	Net Equipment	Retained Earnings	Total Assets	Total Liabilities	Total Equity
Year 1	75,000.00	250,000.00	765,000.00	80,000.00	1,297,500.00	2,467,500.00	-	2,467,500.00
Year 2	75,000.00	250,000.00	680,000.00	60,000.00	2,676,675.00	3,741,675.00	-	3,741,675.00
Year 3	75,000.00	250,000.00	595,000.00	40,000.00	4,142,112.75	5,102,112.75	-	5,102,112.75

The balance sheet projections demonstrate strong asset growth over the three-year period, with total assets increasing from $2,467,500 in Year 1 to $5,102,112.75 in Year 3. This growth is primarily driven by retained earnings, while the building and equipment values decrease due to depreciation. The center operates with zero liabilities, resulting in a strong equity position that doubles over the three-year period.

Cash Flow Projections

The table below shows the projected cash flow for the initial investment and first three years of operation:

Period	Cash Inflow	Cash Outflow	Net Cash Flow	Cumulative Cash
Initial Investment	1,300,000.00	1,300,000.00	0.00	0.00
Year 1 Operations	2,250,000.00	847,500.00	1,402,500.00	1,402,500.00
Year 2 Operations	2,362,500.00	878,325.00	1,484,175.00	2,886,675.00
Year 3 Operations	2,480,625.00	910,187.25	1,570,437.75	4,457,112.75

Cash Flow Explanation:

Initial Investment: $1.3M funding received and immediately invested in facility, equipment, and startup costs
Cash Inflow: Annual revenue from Medicaid billing, insurance, and other funding sources
Cash Outflow: Operating expenses including salaries, training, administrative costs, and facility maintenance
Net Cash Flow: The difference between cash inflow and outflow for each period
Cumulative Cash: Running total of available cash, demonstrating liquidity growth over time

The cash flow projections demonstrate the financial sustainability of each center. After the initial investment of $1.3 million, each center generates strong positive cash flow from operations. Revenue grows steadily while operational expenses are well-managed, resulting in a cumulative cash position of over $4.45 million by Year 3. This demonstrates the center's ability to generate significant liquidity beyond its initial investment requirements.

Break-even Analysis

To ensure financial sustainability, each center has a clear break-even point calculated based on its fixed and variable costs.

Fixed Costs: Estimated at $840,000 annually, including salaries, training, administrative overhead, and operating expenses.

Revenue per Client: $15,000 annually (primarily funded through Medicaid and public contracts).

Variable Costs: Include a 5% foundation fee on gross revenue.

Using these figures, each center reaches break-even at approximately 59 clients per year or $884,211 in annual revenue. Beyond this point, all additional revenue contributes to net income and supports reinvestment, expansion, or enhanced service offerings.

This break-even analysis demonstrates that each center can achieve financial sustainability with a relatively modest client base, making the model viable even in smaller communities or during initial ramp-up periods.

Funding Requirements

To launch the first five centers in Year 1, the foundation seeks a total of $6.5 million in startup capital. This funding will be allocated as follows:

$1.3 million per center, covering:

Land acquisition and development
Facility construction and outfitting
Equipment and furnishings
Staff recruitment and training
Licensing, compliance, and Medicaid enrollment
Working capital for first 6–12 months of operations

Funding will come from a blend of philanthropic contributions, foundation grants, and social impact investments. In future years, centers are expected to be self-sustaining from operational revenue, allowing the foundation to recycle initial funds into additional launches.

Additional administrative funds may be requested for:

Centralized billing and compliance systems
Curriculum and training development
Impact measurement and outcomes tracking

This funding structure allows for a sustainable expansion model where initial investments create self-funding centers that generate both social impact and financial sustainability, creating a virtuous cycle of growth and service expansion.

Documents

Articles of Incorporation - View Online
Bylaws - View Online
501(c)(3) Determination Letter
Board Meeting Minutes - View Online
Annual Reports - View Online
Grant Applications - View Online

Scaling Map

Our scaling map outlines our growth strategy and expansion plans for the next decade.

Geographic Expansion Timeline

Year	Region	Target City	Milestone	Projected Clients Served
2025	Central Texas	Seguin (Flagship Site)	Launch of first autism center. Complete Medicaid enrollment, hire full staff, and open doors.	150
2026	Greater Austin	North Austin / Round Rock	Open 2nd center in a high-growth suburban area. Partner with school districts for Individualized Education Program (IEP) placements.	+150
2027	San Antonio Area	New Braunfels / Seguin	Expand into south-central region. Build bilingual capacity for Spanish-speaking families.	+150
2028	North Texas	Dallas-Fort Worth	Launch 2 urban centers simultaneously with rotating clinical internships.	+300
2029	Gulf Coast	Houston Metro (Pasadena or Pearland)	Collaborate with hospital systems and local education co-ops.	+150
2030	Rural Expansion	Lubbock or East Texas hub	Pilot hybrid teletherapy + in-person site for rural communities.	+150

By 2030, our network is projected to serve over 1,050 clients annually across Texas, with centers strategically located to maximize accessibility while maintaining operational efficiency.

📌 Cumulative Impact by 2030

Centers Launched: 6–7
Annual Capacity: ~1,050 clients served/year
Full-Time Jobs Created: 100+
Internships Supported: 40+ future therapists, teachers, and behavior techs trained

🧱 Expansion Priorities

Medicaid participation and credentialing
Local hiring + university partnerships
Government funding readiness (waivers, school district billing)
Site ownership to protect long-term mission
Equity: prioritizing both high-need urban and underserved rural communities

Service Offering Growth

Year	Service Category	Description	Billing Source	Notes
2025	Applied Behavior Analysis (ABA) Therapy (1:1)	Core service at launch. Supervised by Licensed Behavior Analysts (LBAs), delivered by Registered Behavior Technicians (RBTs).	Medicaid EPSDT, Children's Autism Program (CAP) Grant	Kingsbury center pilot
	Parent Training & Coaching	Integrated with ABA; mandatory for Medicaid and Children's Autism Program (CAP) funding.	Medicaid, Children's Autism Program (CAP) Grant	Delivered in clinic and at home
	Intake & Diagnostic Evaluations	Assess autism eligibility and functional needs.	Private pay, Medicaid (limited)	Partner with psychologist or pediatricians
2026	Speech Therapy (SLP)	Add licensed speech-language pathologists (SLPs) to each site.	Medicaid, IDEA (school placements)	Evaluate and treat communication disorders
	OT / Sensory Integration	Hire occupational therapists (OTRs/COTAs) for fine motor and sensory needs.	Medicaid, IDEA	Add sensory rooms
	School Readiness / Academic Support	Add certified special ed teachers for clients with IEPs.	IDEA (district-funded), Medicaid waiver	Provide part-day instruction
2027	Social Skills Groups	Run age-based group sessions led by therapists.	Medicaid (if allowed), out-of-pocket, school contracts	Builds peer communication
	Summer Programs (ESY)	Extended School Year for Individualized Education Program (IEP) students.	IDEA / school district funds	Site-based + field trips
2028	Counseling (LPC, LCSW)	Add licensed counselors for anxiety, transitions, family dynamics.	Medicaid, private pay	For clients with dual diagnosis
	Bilingual Services	Hire bilingual clinicians; expand access in Spanish	All funders	Especially in San Antonio, Houston
2029	In-Home Applied Behavior Analysis (ABA) & Parent Support	Launch outreach teams for home-based care	Medicaid	Especially for rural and medically fragile clients
2030	Telehealth + Rural Access	Hybrid service delivery (virtual parent training, consults)	Medicaid, Waivers	Pilot in East TX or Panhandle

🧭 Service Growth Principles

Grow only as licensed, credentialed staff become available
Prioritize services that meet unmet needs and are billable to Medicaid or IDEA
Layer services over time to improve outcomes and retain clients long-term
Expand inclusive education and family wraparound offerings to increase whole-child impact

Capacity Building Strategy (2025–2030)

🏁 Goal:
To grow internal systems, leadership, and infrastructure that enable the Foundation to sustainably launch, staff, and support high-quality autism service centers statewide — all while maintaining compliance, financial transparency, and service excellence.

🧩 1. People & Leadership

Area	Strategy	Timeline
Board Development	Recruit 2 new board members annually with expertise in law, education, Medicaid billing, or philanthropy.	2025–2028
Staffing Benchmarks	Hire licensed clinical staff in each center (BCBAs, SLPs, OTs), and maintain a 1:10 supervisor:tech ratio.	Ongoing
Internship Pipeline	Partner with 3+ local universities for BCBA, SLP, OT, and education interns.	Start in 2026
Leadership Succession Plan	Create documentation and training for key roles (Executive Director, Clinical Director, Financial Admin).	Draft by 2026

💰 2. Financial Capacity

Area	Strategy	Timeline
Diversify Funding	Combine government billing (Medicaid, IDEA), foundation grants, and individual donor campaigns.	Immediate & Ongoing
Build Reserve Fund	Allocate 10–20% of unrestricted revenue annually toward operating reserves.	Begin in 2026
Audit Readiness	Implement bookkeeping system with fund accounting and automated grant reporting.	2025
Foundation Management Fee	Maintain a 5% internal fee from center revenues for organizational support and reinvestment.	Ongoing

🧠 3. Knowledge & Systems

Area	Strategy	Timeline
Centralized Data System	Use a single Electronic Health Record/Electronic Medical Record (EHR/EMR) platform across all centers for scheduling, notes, billing, and reporting.	Launch with first center in 2025
Grant Management System	Track grant applications, reporting deadlines, and outcomes using a CRM or grant tracking tool.	2025
Compliance Framework	Develop training and auditing systems to ensure Medicaid, waiver, and education program compliance.	Ongoing, improve annually
Impact Reporting Toolkit	Build templates for annual outcomes dashboards (clients served, hours delivered, satisfaction, etc.).	2026

🏗️ 4. Facilities & Infrastructure

Area	Strategy	Timeline
Standard Site Model	Develop a repeatable floorplan and equipment package for future sites.	Complete in 2025
Ownership Model	Purchase land/buildings where possible to reduce long-term costs and protect nonprofit mission.	Begin with first site
Accessibility Standards	Ensure ADA-compliant spaces, sensory-friendly design, and quiet rooms in every center.	Apply to all facilities

🤝 5. Community & Partnership

Area	Strategy	Timeline
School District Partnerships	Formalize Memorandum of Understanding (MOU) agreements with local Independent School Districts (ISDs) for Individualized Education Program (IEP) service delivery.	Start in Kingsbury in 2025
Provider Network	Collaborate with nearby pediatricians, mental health providers, and waiver case managers for referrals.	Ongoing
Family Council	Create a parent advisory board for each center to provide feedback and ensure family-centered care.	Begin in 2026
Legislative Engagement	Join coalitions advocating for increased Medicaid autism funding and school special education reform.	2026–2028

📊 Success Measures

Capacity to support 5+ centers by 2028
Annual operating reserves exceed 6 months of expenses
90%+ staff and intern retention
Clean audits and compliance checks
Consistent grant funding renewals and donor growth
Family satisfaction ≥ 90%

🤝 Partnership Development Strategy

🏁 Purpose:
To cultivate and sustain mutually beneficial partnerships that help expand access to autism services, unlock new funding sources, enhance community trust, and improve outcomes across all centers.

🧠 1. Clinical & Academic Partners

Partner Type	Examples	Strategic Purpose	Timeline
Universities	UT Austin, Texas State, UT Health San Antonio	Recruit interns in ABA, SLP, OT, education. Offer field placement sites and research collaboration.	Begin in 2025 with 1 school; expand to 3+ by 2027
Medical Providers	Pediatricians, developmental clinics	Build referral pipelines for evaluations and services. Explore co-location or referral Memorandum of Understanding (MOU).	Outreach begins in 2025
Therapist Networks	Licensed clinicians, teletherapy platforms	Subcontract speech, OT, or counseling until internal hires are placed.	Use as bridge in new sites

🏫 2. School & Education Partners

Partner Type	Examples	Strategic Purpose	Timeline
ISDs (School Districts)	Seguin Independent School District (ISD), Austin Independent School District (ISD), charter schools	Contract to serve Individualized Education Program (IEP) students unable to be served on campus. Nonpublic school partnerships.	Begin with Kingsbury region in 2025
Special Education Co-ops	Regional ESCs (Education Service Centers)	Gain access to multiple rural districts through shared service contracts.	Explore in 2026–2028
Parent Support Groups	Local PTA special ed groups, Facebook groups	Share information, recruit families, and build a trust-based brand.	Ongoing

💰 3. Funding & Institutional Partners

Partner Type	Examples	Strategic Purpose	Timeline
Foundations	St. David's Foundation, Hogg Foundation, United Way	Apply for startup, capital, or program grants to expand centers.	Apply to 3+ by end of 2025
Community Development Orgs	Local chambers, CDCs, business incubators	Tap into real estate and startup support for nonprofit development.	Identify in new expansion regions
Faith-Based Groups	Church-based outreach ministries	Possible volunteer base, family referrals, or facility sharing.	Initiate where relevant

🧱 4. Government & Policy Partners

Partner Type	Examples	Strategic Purpose	Timeline
Texas HHS / Medicaid	TMHP, STAR MCOs (Superior, Blue Cross, etc.)	Credentialing, contracts, and technical assistance for billing.	Begin enrollment in 2025
Legislative Advocates	Local reps, autism caucuses	Support Medicaid expansion, waivers, and special ed policy.	Begin relationship building in 2026
Local Mental Health Authorities (LMHAs)	Bluebonnet Trails, Integral Care	Collaborate on wraparound services and YES/CLASS waivers.	Begin in each regional hub

📊 Tracking & Relationship Management

Tool	Strategy
CRM System	Use a contact management system to log partner meetings, grant cycles, and referral data
Quarterly Partner Roundtables	Host regional partner briefings to update on center progress and gather needs
Memorandum of Understanding (MOU) Templates	Use ready-to-go Memoranda of Understanding for common collaborations (referrals, space-sharing, internships)

🧭 Guiding Values for Partnerships

Mission Alignment: We partner exclusively with organizations that demonstrate a genuine commitment to child and family-centered care. Our ideal partners prioritize the unique needs of each child, respect family involvement in decision-making, and share our vision of creating inclusive opportunities for children with autism and other developmental needs.
Reciprocal Value: Successful partnerships create mutual benefits for all involved. We structure collaborations to provide clear value exchanges—whether through shared referral networks, joint training initiatives, complementary funding opportunities, or enhanced service delivery models.
Community Integration: We prioritize partnerships that strengthen our local presence and build credibility within the communities we serve. By embedding our centers within existing community networks, we ensure services are culturally responsive and accessible to families where they live.
Data-Driven Collaboration: We commit to transparent sharing of anonymized outcome data with our partners to continuously improve service quality, expand access, and address equity gaps in autism care. These collaborative insights drive innovation and accountability across our network.

💻 Technology Integration Strategy

🏁 Purpose:
To implement secure, scalable, and user-friendly technology systems that support care delivery, improve outcomes, ensure compliance, streamline billing, and enable rapid expansion.

🔧 1. Core Systems to Implement

System	Purpose	Examples / Notes	Timeline
Electronic Health Record (EHR/EMR)	Clinical documentation, scheduling, Medicaid billing, progress notes	Systems like TheraNest, CentralReach, AccuPoint, or RethinkBH	Launch with 1st center in 2025
CRM & Donor Management	Track grants, donations, funder relationships, and contacts	Bloomerang, Kindful, or Salesforce Nonprofit Cloud	Build in parallel with 501(c)(3) fundraising in 2025
Grant & Project Management	Track grant cycles, program metrics, and deadlines	Use built-in tools from CRM or Airtable, ClickUp	2025–2026
Parent & Caregiver Portal	Appointment updates, billing info, progress summaries, surveys	Use Electronic Health Record (EHR) system features or develop custom portal	2026
Staff Scheduling & HR Software	Manage therapist schedules, PTO, time tracking	When I Work, Gusto, or built-in Electronic Medical Record (EMR) tools	2025
Secure File Sharing & Storage	HIPAA-compliant file storage, policies, templates	Google Workspace (HIPAA enabled), Dropbox Business, or SharePoint	2025
E-Learning & Training Platform	Staff onboarding, clinical training, compliance courses	Trainual, Relias, or TalentLMS	2026–2027

📊 2. Data & Reporting Framework

Focus Area	Strategy
Client Outcomes	Use Electronic Medical Record (EMR) to generate automated reports on therapy hours, skill acquisition, Individualized Education Program (IEP) progress, and waitlist reduction
Compliance	Track Medicaid service logs, billing audits, and credential expirations digitally
Fundraising Metrics	Sync grant deliverables and donor impact reports with real-time program data
Board Dashboards	Quarterly internal dashboards on client count, revenue, and center performance

🔒 3. Security & Privacy Compliance

All systems must be HIPAA-compliant (covered entities due to handling PHI)
Use multi-factor authentication (MFA) for staff access to sensitive platforms
Establish a Data Retention Policy (e.g. 7 years for clinical records)
Train staff annually on HIPAA, FERPA, and cybersecurity best practices
Ensure role-based permissions and audit logs in each system

🚀 4. Technology for Scalability

Expansion Goal	Tech Support
Launching new centers	Replicate Electronic Medical Record (EMR) and scheduling system templates with location tagging
Hiring staff	Use cloud-based HR and onboarding tools with role-based training tracks
Serving rural areas	Introduce telehealth/teleconsultation features starting in 2028
Multi-site management	Use a central admin dashboard to oversee all center activity and financials

📅 5. Implementation Roadmap

Phase	Focus	Year
Phase 1	Select Electronic Medical Record (EMR) + Customer Relationship Management (CRM) + file system; implement with Kingsbury center	2025
Phase 2	Add HR/scheduling and e-learning systems; parent portal pilot	2026
Phase 3	Enable advanced data dashboards + integrate telehealth	2027–2028

📌 Key Success Metrics

Electronic Medical Record (EMR) adoption rate (staff login + usage within 90 days of hire)
Medicaid billing accuracy > 98%
Client documentation up to date within 24 hours > 95%
Time to onboard new staff reduced by 50%
Funder reports generated automatically with minimal staff hours

📊 Impact Measurement Framework

🏁 Purpose:
To measure the social, developmental, and operational outcomes of our programs — ensuring accountability to funders, families, and communities while continuously improving quality of care.

🧩 Framework Structure

Tier	What We Measure	Why It Matters
Outputs	Services delivered (hours, sessions, clients)	Show our reach and scale
Outcomes	Short- and medium-term improvements for clients and families	Show our effectiveness
Impact	Long-term changes in community access, independence, and equity	Show our systemic value

📈 1. Key Output Metrics

Metric	Definition	Source	Frequency
Clients Served	Unique individuals enrolled in center-based services	Electronic Medical Record (EMR) system	Monthly & annually
Therapy Hours Delivered	Total ABA, speech, OT, and education hours	Electronic Medical Record (EMR) system	Monthly
Medicaid-Funded Sessions	Number of sessions billed through Medicaid	Billing system	Monthly
New Center Openings	Number of new sites launched	Internal ops	Annually
Waitlist Reduction	Change in time-to-service for enrolled regions	Intake logs	Quarterly

🧠 2. Key Outcome Metrics

Area	Metric	Source	Frequency
Child Development	% of therapy goals met (Applied Behavior Analysis (ABA), Individualized Education Program (IEP), Occupational Therapy (OT), etc.)	Clinical data system	Quarterly
Family Experience	Family satisfaction rating (out of 5)	Annual surveys	Annually
School Readiness	% of school-age clients with increased adaptive/academic scores	Teacher + therapist reports	6-month reviews
Staff Effectiveness	Staff retention + performance scores	HR system + internal reviews	Biannually
Referral Pipeline	Increase in partner referrals (schools, physicians)	Referral log	Quarterly

🌎 3. Long-Term Impact Metrics

Area	Metric	Source	Timeline
Access to Care	# of underserved counties reached by a center	GIS + program data	Annually
Economic Impact	Local jobs created + Medicaid dollars captured	Financial system	Annually
Systemic Equity	% of low-income families served	Intake forms + payer data	Annually
Professional Training	Interns trained & credentialed through our centers	Internship records	Annually

🧭 4. Data Collection Methods

📱 Electronic Health Records (EHR): Session notes, goal tracking, attendance
📋 Surveys: Family satisfaction, staff engagement, referral partner feedback
🗂️ Intake & Outcome Forms: Baseline and post-program assessments
📊 Dashboards: Automated board and funder dashboards every quarter
🔍 Audits: Random internal file reviews for quality and completeness

📣 5. Reporting & Sharing Results

Audience	Format	Frequency
Board of Directors	Impact dashboard + narrative	Quarterly
Funders/Grants	Custom reports with relevant metrics	Per grant cycle
Families	Annual impact summary + testimonials	Yearly
Public	Website + annual report highlights	Annually

✅ Success Targets (by 2026)

90%+ of families report satisfaction
85%+ of therapy goals met across disciplines
Waitlists reduced by 50% in launch counties
10+ interns trained with ongoing clinical supervision
98%+ billing accuracy and compliance rate

Additional Information

💸 Investment Tiers & Opportunities

🏁 Purpose
To offer mission-aligned funders clear pathways to invest in our work at meaningful levels — whether they are supporting a new autism center, sponsoring a student's therapy, or underwriting technology and training that fuels our long-term growth.

🧱 Tiered Giving Levels

Tier Name	Amount	What It Supports	Recognition
Founder's Circle	$1,000,000+	Entire build-out of a new autism center (land, construction, staffing ramp-up)	Center naming opportunity, permanent plaque, annual gala feature
Pillar Investor	$500,000+	Funds multiple years of services for 150+ children (staff salaries, therapy hours)	Dedicated therapy room naming, custom impact reports
Community Builder	$250,000+	Covers full-year cost of all speech and occupational therapy services at a center	Recognition on donor wall, named internship program
Access Champion	$100,000+	Funds full scholarships for 7–10 children receiving ABA, OT, and speech therapy	Quarterly updates on sponsored families, inclusion in annual report
Innovation Partner	$50,000+	Launches tech upgrades or pilot programs like telehealth or bilingual expansion	Featured in pilot summary, special briefing with leadership
Family Advocate	$25,000+	Funds parent training, staff development, and social skills groups for 1 year	Program-specific updates, name on website honor roll
Hope Giver	$10,000+	Covers 1 full year of services for a child in need	Personalized thank-you note from family (opt-in)
Everyday Ally	$1,000+	Provides therapy supplies, toys, and learning tools across centers	Mention in digital newsletter + impact card
Monthly Supporter	$25–$500/mo	Ongoing support for general operations, scholarships, or area of choice	Monthly story email + donor dashboard access

🧭 Other Investment Opportunities

💼 Programmatic Sponsorships

Fund ABA certification training for interns ($2,000 per trainee)
Sponsor a Summer Camp or Extended School Year program
Underwrite staff training in trauma-informed care or bilingual therapy
Help launch rural outreach or home-based ABA delivery teams

🧓‍🏫 Naming Opportunities

Individual therapy rooms
Outdoor sensory play spaces
Parent lounge / training room
Future centers (by region or city)

🧪 Innovation & Research

Pilot new therapy models (e.g., hybrid ABA + education day models)
Collaborate on outcomes research with university partners
Fund data systems and compliance tools

💖 Legacy & Endowment Gifts

Leave a lasting impact by contributing to our endowment
Create a named fund to support children with complex needs
Set up a planned gift or charitable trust in honor of a loved one

📣 How We Recognize Donors

Dedicated webpage for major donors
Physical donor recognition walls in centers
Custom reports showing how funds were used and what was achieved
Invitations to open houses, ribbon cuttings, and annual donor summits
Optional anonymous giving available at all levels

✅ How to Give

We accept:

One-time donations

Recurring gifts

Donor-advised fund (DAF) contributions

IRA qualified charitable distributions

Stock transfers

Corporate matching gifts

Grants and foundation funds

Donors can designate gifts to a specific program, region, or campaign. Contact:

📧 info@specialhelpers.com

📊 Impact Metrics & Reporting Plan

🏁 Purpose
To measure, analyze, and report on the impact of our services — helping funders, families, and stakeholders understand the outcomes we achieve and the communities we serve.

✅ Core Impact Categories & Metrics

👼 Client Outcomes

Metric	Description	Target	Frequency
Clients Served	Total number of children and youth enrolled in services	150 per center/year	Monthly
Therapy Hours Delivered	Total hours of ABA, SLP, OT, and special ed instruction provided	20,000+/center/year	Monthly
Goal Attainment	% of clinical or educational goals achieved per treatment plan	≥ 85%	Quarterly
Waitlist Reduction	Average number of days from referral to service start	-50% within 12 months	Biannually
Family Satisfaction	Parent/caregiver rating out of 5	≥ 4.5	Annually

👩‍🏫 Workforce & Training

Metric	Description	Target	Frequency
Staff Retention Rate	% of full-time clinical staff retained annually	≥ 90%	Annually
Interns Trained	Number of students completing internship or practicum at a center	5+ per year	Annually
Staff Credentialing	% of behavior techs credentialed as Registered Behavior Technicians (RBTs)	≥ 95%	Quarterly
Training Hours	Hours of staff professional development (ethics, autism, trauma-informed care, etc.)	≥ 20 hrs/year	Annually

🌍 Community Impact

Metric	Description	Target	Frequency
Centers Launched	Total number of centers opened	1 new per year	Annually
Counties Served	Number of Texas counties with service access	15 by 2030	Annually
Medicaid Billing Volume	Total reimbursements through government funding streams	Track growth	Monthly
Scholarship Clients	Clients served at no cost through foundation funding	Increase annually	Quarterly
Partnerships Formed	New Memorandum of Understanding (MOU) agreements with schools, hospitals, or universities	3+ per year	Annually

🧰 Reporting Deliverables

Report	Audience	Frequency	Format
Board Dashboard	Board of Directors	Quarterly	Digital dashboard + PDF summary
Annual Impact Report	Public, donors, partners	Annually	Designed PDF + website
Grant Reports	Foundation + government funders	Per grant terms	Custom narrative + metric tables
Family Snapshot Reports	Client families	Biannually	Progress summary with visual milestones
Compliance Reports	Medicaid, TEA, LMHAs	As required	Electronic Medical Record (EMR)-generated logs + audit-ready forms

🔧 How We Collect & Track Metrics

✅ Electronic Medical Record (EMR) Platform – for therapy sessions, goals, progress
✅ Intake & Discharge Forms – for demographic, payer, and diagnostic data
✅ Surveys – for family feedback, intern evaluations, referral partner insights
✅ Financial Software – for billing, scholarship tracking, and ROI calculations
✅ Grant Management CRM – for reporting timelines and documentation

📣 Funder Alignment

Open Horizons Foundation aligns its impact tracking with common funder priorities such as:

Access to care

Equity in service delivery

Outcomes for neurodiverse children

Rural and Medicaid population reach

Workforce development

Data-driven program management

🧭 Looking Ahead

As we scale, we will:

Publish a live impact dashboard on our website
Develop automated grant report templates
Engage in independent evaluation partnerships with universities
Launch interactive family feedback tools to co-design future services

💵 Tax Benefits for Investors & Donors

Open Horizons Foundation | 501(c)(3) Public Charity

🏁 Why It Matters
As a 501(c)(3) nonprofit organization, donations to Open Horizons Foundation may be eligible for significant federal and state tax benefits — allowing donors to support life-changing autism services while reducing their tax burden.

🧾 Key Tax Advantages

✅ Federal Income Tax Deduction

Donors can deduct contributions to Open Horizons Foundation from their federal income taxes if they itemize deductions.

Limits:

Cash donations: Deduct up to 60% of adjusted gross income (AGI)
Non-cash assets: Deduct up to 30% of AGI (for things like stock, real estate, or vehicles)

Excess contributions can typically be carried forward for 5 years.

📈 Appreciated Securities (Stock Gifts)

Donate publicly traded stock or mutual funds instead of cash.

You avoid capital gains tax and receive a deduction for the full fair market value (if held >1 year).

Example: Donating $10,000 of appreciated stock bought for $2,000 avoids ~$1,900 in capital gains tax and gives a $10,000 deduction.

🏡 Real Estate or Property

Gifts of appreciated property may yield major deductions.

Can be donated outright or through charitable remainder trusts or bargain sales.

Requires a qualified appraisal and IRS Form 8283.

🧓 IRA Qualified Charitable Distributions (QCDs)

If you're 70½ or older, you can give up to $100,000/year directly from your IRA to Open Horizons Foundation.

QCDs count toward your Required Minimum Distribution (RMD) but are not included in your taxable income.

A powerful way to reduce taxable income and support a mission you believe in.

🏦 Donor-Advised Funds (DAFs)

Recommend a grant to Open Horizons Foundation through your existing DAF at Fidelity, Schwab, Vanguard, or a community foundation.

The donation is already tax-deductible when made to the DAF.

⚖️ Estate & Planned Giving

Include Open Horizons Foundation in your will, trust, or beneficiary designations.

Potential to reduce or eliminate estate and inheritance taxes.

Options include:

Bequests
Charitable Remainder Trusts (CRT)
Charitable Lead Trusts (CLT)
Retirement account beneficiary gifts

📚 What We Provide

Official IRS Determination Letter (pending or received)
Year-end giving statements
Acknowledgment letters for all gifts > $250
Coordination with your legal, tax, or wealth advisor if needed

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