Doing Good is a Business Nonprofit Audit

Nonprofit Organizational Audit & Assessment Registration

The purpose of this audit and assessment is to identify how well the organization is structured, its impact, and opportunities for improvement. During registration you'll choose a date for our one hour Assessment Strategy Consultation to discuss your organization's detailed action plan and to answer any questions or concerns. Feel free to bring your team members (key board and or staff)! Remember, you can't do it alone. 😊
Full Name*

PrefixFirst NameLast Name
Phone Number*

Area CodePhone Number
E-mail*
Organization Information
Organization Name*
In what state is the organization incorporated?*
In what year was the organization incorporated?*
Organization Website
Organization Facebook URL
Organization Instagram URL
Organization LinkedIn URL*
What is the organization's mission?*
What is the organization's vision?*
Has the organization been recognized as a 501(c)(3) organization?*

YesFiled, status pendingNoOperating under a fiscal sponsor
Compliance
Is the organization's 501(c)(3) status currently revoked or ever been revoked?*

YesNo
Who files the 990N, 990EZ, or 990 for the organization?*
When is the 990 due annually (date)?*
Is the organization registered with the state to solicit donations, if applicable?*

YesNo
Is the organization registered with the state to solicit donations, if applicable?*

YesNo
Who files the annual state charitable solicitation renewal?*
Daily Operations
What is your title?*
Do you earn a salary?*

YesNoNo salary, but a stipend
Would you say the organization's finances are in order? Explain.*
How are the organization's financials managed (Excel, Quickbooks, Wave)?*
What activities has the organization held or participated in the past two years?*
List all fundraising activities that the organization has held or participated in the past two years.*
List all funding sources (from where do you receive donations).*

Individual donationsBoard ContributionsSponsorshipEarned income (selling products, charging for services)Grants
Detail programs that have been implemented.*
Detail the impact of these programs (how many served, testimonials, etc).*
How are services delivered - in person, virtual, hybrid, at partner locations, at your location?*
List your community partners and how they support the mission.*
Does the organization have volunteer or paid staff?*

VolunteerPaid
Do volunteers and staff receive orientation?*

YesNo
How often does the staff and/or volunteers meet?*
Do you require background checks for volunteers?*

YesNo
Are there job descriptions and work flows for all volunteer or staff positions/duties?*

YesNo
What communications tools/software are used to communicate with volunteers and staff?*
What are your current challenges as it relates to daily operations?*
Board of Directors
How many members currently serve on the board?*

01-34-56-99+
Does the board have term limits?*

YesNo
Have any board members exceeded this limit?*

YesNoSome
Are the officer positions filled (President, Secretary, Treasurer)*

YesNo
Does the Board have a financial commitment? policy?*

YesNo
Does each board member give or get contributions on behalf of the organization?*

YesNo
Have board members received professional training on roles and responsibilities?*

YesNo
Have board officers received training?*

YesNo
Have board members attended a board orientation?*

YesNo
Has the Board received a deep dive into financials, programs, strategic partnerships?*

YesNo
Does the Board have a board portal where they can access board information?*

YesNo
How often does the Board meet?*

MonthlyEvery two monthsQuarterlyThere is no set frequency
Does the Board struggle with attendance/do they attend?*

YesSometimesNo
Does the Board have committees (active or inactive)?*

YesNo
Please list Board committees (answer N/A if not applicable).*
Do the committees have a Committee Charter outlining the purpose of the committee?*

YesNo
Does the Board conduct semiannual board assessments of itself and operations?*

YesNo
Does the Board conduct an annual ED/CEO review?*

YesNo
How many board members have previous board experience?*

MostSomeNone
What skills, experience, expertise, connections do the Board bring to the organization?*
Do you believe the current members serving are the right fit for the organization? Explain.*
Are ByLaws drafted and been adopted by the board?*

YesNo
When was the last time the ByLaws were reviewed/amended?*

YesNo
Has an annual operating budget been drafted and approved by the board and done so annually?*

YesNo
Does the Board have the annual calendar of events?*

YesNo
Does the Board have the annual calendar of events?*

YesNo
If you are the Founder & ED/CEO, do you serve on the Board of Directors as the President as well?*

YesNo
Is there an active board recruitment process in place?*

YesNo
Do you have bBoard materials, policies and procedures, workflows, etc*

YesNoSomewhat, we have a few things in place

How knowledgeable are you about the nonprofit sector?*

	1	2	3	4	5

1 is Novice, 5 is Pretty well-versed

How would you rate board engagement?*

	1	2	3	4	5

1 is None Existent, 5 is Very Engaged

What is the reason(s) for this assessment? What do you seek to gain after this consultation? How can I help you grow? Please be very specific.*
Please list all questions in preparation for our consultation.
Choose Your Assessment Strategy Consultation*
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Registration Fee (Required)$397.00

Total $0.00

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Nonprofit Organizational Audit & Assessment Registration

Organization Information

Compliance

Daily Operations

Board of Directors