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Merger of a New York CAA and Non-CAA

Working Better Together Case Studies

2012

This case study is based on CAPLAW’s interview with Adrian Fassett, President/Chief Executive Officer of Economic Opportunity Council of Suffolk, Inc. (EOC) in Patchogue, New York, as well as a review of EOC’s website and its IRS Form 990.

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...