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
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Prefix
First Name
Last Name
Phone Number
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-
Area Code
Phone Number
E-mail
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Organization Information
Organization Name
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In what state is the organization incorporated?
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In what year was the organization incorporated?
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Organization Website
Organization Facebook URL
Organization Instagram URL
Organization LinkedIn URL
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What is the organization's mission?
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What is the organization's vision?
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Has the organization been recognized as a 501(c)(3) organization?
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Yes
Filed, status pending
No
Operating under a fiscal sponsor
Compliance
Is the organization's 501(c)(3) status currently revoked or ever been revoked?
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Yes
No
Who files the 990N, 990EZ, or 990 for the organization?
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When is the 990 due annually (date)?
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Is the organization registered with the state to solicit donations, if applicable?
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Yes
No
Is the organization registered with the state to solicit donations, if applicable?
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Yes
No
Who files the annual state charitable solicitation renewal?
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Daily Operations
What is your title?
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Do you earn a salary?
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Yes
No
No salary, but a stipend
Would you say the organization's finances are in order? Explain.
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How are the organization's financials managed (Excel, Quickbooks, Wave)?
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What activities has the organization held or participated in the past two years?
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List all fundraising activities that the organization has held or participated in the past two years.
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List all funding sources (from where do you receive donations).
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Individual donations
Board Contributions
Sponsorship
Earned income (selling products, charging for services)
Grants
Detail programs that have been implemented.
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Detail the impact of these programs (how many served, testimonials, etc).
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How are services delivered - in person, virtual, hybrid, at partner locations, at your location?
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List your community partners and how they support the mission.
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Does the organization have volunteer or paid staff?
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Volunteer
Paid
Do volunteers and staff receive orientation?
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Yes
No
How often does the staff and/or volunteers meet?
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Do you require background checks for volunteers?
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Yes
No
Are there job descriptions and work flows for all volunteer or staff positions/duties?
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Yes
No
What communications tools/software are used to communicate with volunteers and staff?
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What are your current challenges as it relates to daily operations?
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Board of Directors
How many members currently serve on the board?
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0
1-3
4-5
6-9
9+
Does the board have term limits?
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Yes
No
Have any board members exceeded this limit?
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Yes
No
Some
Are the officer positions filled (President, Secretary, Treasurer)
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Yes
No
Does the Board have a financial commitment? policy?
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Yes
No
Does each board member give or get contributions on behalf of the organization?
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Yes
No
Have board members received professional training on roles and responsibilities?
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Yes
No
Have board officers received training?
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Yes
No
Have board members attended a board orientation?
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Yes
No
Has the Board received a deep dive into financials, programs, strategic partnerships?
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Yes
No
Does the Board have a board portal where they can access board information?
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Yes
No
How often does the Board meet?
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Monthly
Every two months
Quarterly
There is no set frequency
Does the Board struggle with attendance/do they attend?
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Yes
Sometimes
No
Does the Board have committees (active or inactive)?
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Yes
No
Please list Board committees (answer N/A if not applicable).
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Do the committees have a Committee Charter outlining the purpose of the committee?
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Yes
No
Does the Board conduct semiannual board assessments of itself and operations?
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Yes
No
Does the Board conduct an annual ED/CEO review?
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Yes
No
How many board members have previous board experience?
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Most
Some
None
What skills, experience, expertise, connections do the Board bring to the organization?
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Do you believe the current members serving are the right fit for the organization? Explain.
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Are ByLaws drafted and been adopted by the board?
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Yes
No
When was the last time the ByLaws were reviewed/amended?
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Yes
No
Has an annual operating budget been drafted and approved by the board and done so annually?
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Yes
No
Does the Board have the annual calendar of events?
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Yes
No
Does the Board have the annual calendar of events?
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Yes
No
If you are the Founder & ED/CEO, do you serve on the Board of Directors as the President as well?
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Yes
No
Is there an active board recruitment process in place?
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Yes
No
Do you have bBoard materials, policies and procedures, workflows, etc
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Yes
No
Somewhat, we have a few things in place
How knowledgeable are you about the nonprofit sector?
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1
2
3
4
5
Novice
Pretty well-versed
1 is Novice, 5 is Pretty well-versed
How would you rate board engagement?
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1
2
3
4
5
None Existent
Very Engaged
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.
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Please list all questions in preparation for our consultation.
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