Organizational Assessment Checklist
After reviewing the organizational assessment submitted to LISC, we have determined that your organization is an (start up, emerging, growth,
experienced). Based on this determination…(Standard LISC response to
inquiry). Below is a list of areas we have identified in which your organization needs to increase capacity as well as some useful resources. In addition, we have placed you on our mailing list and encourage you to attend our trainings.
List any capacity the organization needs on staff to accomplish
Describe the type of board and various resources the organization
needs i.e. professional experience, board roles and
Frequency of Board Meetings
Recommendation on frequency of board meetings ie
Recommendation on types of committees and their roles
Recommendation on developing an advisory board/project team
Need for obtaining and maintaining 501(c)(3) status and related
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Real Estate Development Experience
Non-Real Estate Development Programs and Services
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Bernstein, Philip. Best Practices of Effective Nonprofit Organizations. The
Foundation Center, 1997.
Blazek, Jody. Financial Planning for Nonprofit Organizations. John Wiley &
Sons, New York, 1996.
Blazek, Jody. 990 Handbook: A Line-by-Line Approach. John Wiley & Sons, New
Connors, Tracy Daniel, ed. The Nonprofit Handbook: Management. John Wiley
& Sons, New York, 1997.
Hummel, Joan M. Starting and Running a Nonprofit Organization. 2nd Ed.
University of Minnesota Press: Minneapolis, 1996. Nauffts, Mitchell. Foundation Fundamentals (5th Edition), The Foundation
Olenick, Arnold and Philip Olenick. A Nonprofit Organization Operating Manual,
Planning for Survival and Growth. The Foundation Center: New York
Satterberg, Fred and Kary Schulman. Beyond Profit: The Complete Guide to
Managing the Nonprofit Organization. Harper & Row: New York, 1985. Skloot, Edwards. The Nonprofit Entrepreneur. Creating Ventures To Earn
Income. The Foundation Center 1988.
Waldo, Charles N. A Working Guide for Directors of Not for Profit
Organizations. Quorum Books: New York, 1986. Young, Joyce. Fundraising For Non-Profit Groups. Self-Counsel Press,
Vancouver, British Columbia, Canada.
Tips, Tools & Templates: A Guidebook for CDC Board Members. LISC
Organizational Development Initiative
Legal Responsibilities of Non-Profit Board. LISC Organizational Development
Internal Revenue Service
Texas Secretary of State
P.O. Box 13697
Austin, TX 78711-3697
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General nonprofit organization and community development websites
1828 L Street, NW, Suite 900
Washington, DC 20036-5114
Formerly the National Center for Nonprofit Boards, Board Source is a resource
for practical information, tools and best practices, training, and leadership
development for board members of nonprofit organizations.
Executive Service Corps of Houston
2630 Fountainview, Suite 428
Houston, TX 77057
Retired corporate executives and professionals who volunteer as consultants to
help non-profit groups build sound planning, management and service delivery
Management Assistance Program
United Way of the Texas Gulf Coast
P.O. Box 924507
Houston, TX 77292-4507
LISC Online Resource Library
2201 Post Road, Suite 104
Austin, Texas 78704
512-447-7707, ext. 370
Texas C-BAR provides pro bono legal assistance and legal support for community-based nonprofits that are pursuing affordable housing and other community development initiatives in low income communities
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ORGANIZATIONAL DEVELOPMENT CHECKLIST
A. Recruit board of directors
The organization must have a board of directors before it can become a corporation and before it
can be 501(c)(3).
B. Draft mission statement
The mission statement describes the purpose of the organization.
C. Draft the articles of incorporation
In order to receive 501(c)(3) status, an organization must be incorporated. A corporation is a legal
entity with rights, privileges, and liabilities separate from those of the individuals who invest money
in it, compose its membership, and run the organization.
Bylaws are the rules that govern a nonprofit corporation.
E. First board of directors meeting
The first meeting of the board of directors should be held after the articles of incorporation and
bylaws have been drafted. The following should be covered at this meeting:
a) Approve the articles of incorporation & bylaws
b) Authorize 501(c)(3) filing
c) Elect officers
d) Agree on regular meeting schedule
F. File articles of incorporation with the Secretary of State
G. Locate and obtain source of accounting expertise
H. Develop one year organizational budget
I. Open bank account
J. Obtain Employer Identification Number (EIN)
An organization must obtain an EIN from the IRS before applying for 501(c)(3) status. An EIN is the
business equivalent of a Social Security Number. An EIN is obtained by filing IRS Form SS-4. The
EIN is required on the form for receiving 501(c)(3) status.
K. Application information and forms for filing IRS tax-exempt status
(All of the IRS forms can be obtained directly from the IRS – www.irs.gov)
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