The Joel A. & Claudette B. Weston Award for Excellence in Non-Profit Management

Application
1. Organization Name*
2. Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
3. Phone Number*
4. Website*

Executive Director/CEO:
5. Executive Director/CEO Name*

First NameLast Name
6. Title*
7. Email Address*
example@example.com
8. Number of Years at Organization*
9. Number of Years in Current Role*

Person to receive communication regarding this application:
10. Name*

First NameLast Name
11. Title*
12. Email Address*
example@example.com
13. Phone Number*

SECTION 1: MISSION AND OVERVIEW
1. Give a brief profile of the agency. Include mission statement, target population, programs and total number of people served during the last calendar year.*

0/300
2. Why do you believe your organization exemplifies excellence in nonprofit management? (Please make sure to illustrate 2 - 3 examples of how your organization excels in leadership, governance, management and innovation.)*

0/500
3. Provide a recent client success story that is tied to excellence in agency management. How?*

0/300

SECTION 2: FINANCIAL MANAGEMENT
1. What internal controls are in place to safeguard the agency’s fiscal integrity?*

0/300
2. Has the agency operated within the budget for the past three years? If not, why?*

0/100

3. Budget Size*

	Current Fiscal Year	Previous Fiscal Year
Size of annual operating budget:
Endowment:
Cash reserves:

4. Percentage of total budget, largest single grant/donation by source and total number of grants from each source (use the most recent fiscal year for which complete data are available.):*

	% of total budget (This column should add up to 100%.)	largest single grant/donation	Total number of grants from each source.
Foundation grants
Corporate donations
Individual donors
Government grants
Earned income
Other (specify source below)

Please specify other source(s) here:

5. Percentage of total budget, how funds are allocated across different categories (use the most recent fiscal year for which complete data are available.):*

	% of total budget (This column should add up to 100%.)
Program Services
Fundraising
Administrative/Operating Costs
Salaries
Grants to Other Organizations
Other (specify source below)
Marketing and Communications
Volunteer Support
Other (specify below)

Please specify other expenditure(s) here:
6. What is the board’s policy regarding operating reserves?*

0/300
7. Describe the agency’s fundraising practices.*

0/300
8. As detailed in your 990, what percent of agency revenue is specifically spent for agency’s client services/programs?*
Percentage for Programs = (Total Program Expenses (Part IX, Line 25, Column B) / Total Revenue (Part VIII, Line 12, Column A) ) x 100

SECTION 3: PERSONNEL MANAGEMENT
1. How are staff and board roles and responsibilities defined?*

0/300
2. How is information communicated within the agency?*

0/300
3. How is board information communicated within the agency?*

0/300
4. How are volunteer resources recruited and utilized? (Please be specific about the difference between program volunteer activities and board volunteer activities.)*

0/300

SECTION 4: SERVICE PROVISIONS
1. How does your agency identify and assess client/community needs? Who do you partner with to assess these needs? How is the information utilized?*

0/500
2. Describe your agency’s strategic planning process. How often does it occur? Who is involved? How is the plan utilized during the year? How have programs and services been enhanced as a result of implementation of the plan?*

0/500
3. How does the agency monitor its strategic plan? What process do you use to determine priorities for the organization and keep track of your progress?*

0/300
4. Describe how your strategic plan demonstrates that your organization is likely to emerge as a sector leader in the next five years. *

0/400
5. How does the agency monitor its client confidentiality agreement and ensure compliance?*

0/300

SECTION 4: SERVICE PROVISIONS (Continued)
6. How does the agency solicit and receive feedback/input from clients?*

0/300
7. Is the agency accredited by a national/state organization? If so, by whom?*

0/100
8. Has the agency lost accreditation from a state/national organization?*

YesNo
Please describe.*

0/300
9. Is there any pending litigation filed against the agency?*

YesNo
Please describe.*

0/300
10. Describe how your agency’s management supports and enhances the mission and delivery of services.*

0/500

SECTION 5: MARKETING
1. How are marketing tools developed for the agency?*

0/300
2. How are marketing tools utilized and who is your target audience?*

0/300
3.How does the agency reach potential clients/consumers?*

0/300
4. Are there any language barriers in communicating with your clients? If so, how are they overcome?*

0/300

SECTION 6: SIGNIFICANT ACHIEVEMENTS
1. Describe any professional honors, special recognition or awards received by the agency in the last three years.*

0/300
2. Describe any recent commendation or above average ranking from an accrediting organization.*

0/300
3. Describe any additional milestones or achievements the agency has reached. Include any examples of management practices that have enhanced effectiveness or created significant results or efficiencies.*

0/400

SECTION 7: AGENCY EFFECTIVENESS
1. What changes in people’s or families’ lives does the agency aim to achieve and how do you know the programs are achieving the intended results?*

0/300
2. Please include the most important metrics (internal and/or external) used by your organization to measure your impact (specify dates). You may list up to five. The metrics you share should tie to the organization's mission.*
These metrics should be for results completed, not just what is projected. Include specific results for most recently completed fiscal year and compare with previous year (e.g., 75% of all clients experienced an improvement of x amount in 2024 which represented an increase of 20% over 2023.) You should include a point of comparison for all metrics as indicated in the example.
3. Provide at least one “lesson learned” as a result of reviewing agency results.*

0/300
4. What research or experience from other communities has helped shape your program design and implementation?*

0/300
5. List and describe collaborative efforts (beyond making referrals) with other non-profits and/or for-profits during the last three years.*

0/300

SECTION 8: GENERAL QUESTIONS
1. Are there any management conditions cited by the independent auditor?*

YesNo
Describe the management conditions.*

0/300
2. Are financial statements prepared monthly?*

YesNo
3. How often does the board review financial statements?*
4. What was staff turnover as a percentage of overall staff, for the past two years? Briefly describe.*

0/100

5. What is the composition of the staff?:*

	Male	Female	Non-binary	Total
Asian/Pacific Islander
Black/African American
Hispanic/Latino
Native American
White/Caucasian
Other

6. What is the composition of the board?:*

	Male	Female	Non-binary	Total
Asian/Pacific Islander
Black/African American
Hispanic/Latino
Native American
White/Caucasian
Other

SECTION 8: GENERAL QUESTIONS (Continued)
7. Is there client representation on the board?*

YesNo
How are they selected?*

0/100
8. Briefly describe your organization's term limit policy for board members below. If there are no term limits, please explain below.*

0/200

9. Board roles and participation*

	Number (#)
New board members added in the past three years.
Board meetings held during the last calendar year.
% of total board members in attendance during the last calendar year.
Executive committee meetings during the last calendar year.
% of total board members directly involved in fundraising.
% of total board members that made a financial contribution during the last calendar year.

10. Briefly describe your organization's giving policy for board members below. If there is no giving policy, please explain below.*

0/200
11. Has the board conducted a formal self-assessment within the past two years? What items were addressed in the self-assessment?*

0/300

SECTION 8: GENERAL QUESTIONS (Continued)
12. Briefly describe your organization's succession plan below. If there are no succession plan, please explain below.*

0/200
13. If your organization wins this award, what management or organizational topics do you believe are a priority to address?*

0/300
14. Is there any additional information you would like to provide that has not been covered in the previous questions?

0/300

Required Attachments
Note: To ensure we have the most up-to-date information, please confirm that the audit and Form 990 you are providing are the most recently completed and filed versions. If either document is more than 16 months old, please provide a detailed explanation. For the Form 990, please also indicate the fiscal year it covers, the date it was filed, and the reason for that timeline (e.g., regular deadline, extension, etc.).*

0/300
1. The most current agency audit (must include management letter and notes/conditions).*

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2. The most recently filed Form 990.*

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3. The most current board-approved financial report.*

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4. List of board members, board committees and description of how business is presented to the board.*

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5. The current Strategic Plan and review. *

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6. One or two examples of marketing.*

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7. By-laws.*

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8. IRS tax-exempt letter.*

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9. Solicitation license.*

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10. Personnel policies.*

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After you have completed the entire application and uploaded all required documents, please review your application. By signing below, you confirm that the information provided is accurate and that this represents your organization’s formal submission. Once submitted, you will not be able to make changes to your application or upload additional documents. After signing, click 'Submit.' Thank you for your application!
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THE JOEL A. & CLAUDETTE B. WESTON AWARD FOR EXCELLENCE IN NONPROFIT MANAGEMENT

Application Instructions

Application

Executive Director/CEO:

Person to receive communication regarding this application:

SECTION 1: MISSION AND OVERVIEW

SECTION 2: FINANCIAL MANAGEMENT

SECTION 3: PERSONNEL MANAGEMENT

SECTION 4: SERVICE PROVISIONS

SECTION 4: SERVICE PROVISIONS (Continued)

SECTION 5: MARKETING

SECTION 6: SIGNIFICANT ACHIEVEMENTS

SECTION 7: AGENCY EFFECTIVENESS

SECTION 8: GENERAL QUESTIONS

SECTION 8: GENERAL QUESTIONS (Continued)

SECTION 8: GENERAL QUESTIONS (Continued)

Required Attachments