Organizational Assessment Checklist

By Eric Hart,2014-10-17 13:56
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Organizational Assessment Checklist

    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.


     Related recommendation

     Staff Capacity

    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


     Board Committees

     Recommendation on types of committees and their roles

     Advisory Board/Team

     Recommendation on developing an advisory board/project team

     Legal Status

    Need for obtaining and maintaining 501(c)(3) status and related



     Related recommendation


     Related recommendation

Draft template Page 1 of 5

    Revised 10/24/02

     Financial Management

     Related recommendation

     Real Estate Development Experience

     Related recommendation


     Related recommendation

     Development Team

     Related recommendation

     Non-Real Estate Development Programs and Services

     Related recommendation

     Community Connections

     Related recommendation

     Fundraising Activities

     Related recommendation


     Related recommendation


     Related recommendation

Draft template Page 2 of 5

    Revised 10/24/02


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

    York, 2001.

    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

    Center, 1994

    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

    Corporations Section

    P.O. Box 13697

    Austin, TX 78711-3697


    512.463.5709 (fax)

    Draft template Page 3 of 5

    Revised 10/24/02

    General nonprofit organization and community development websites

Board Source

    1828 L Street, NW, Suite 900

    Washington, DC 20036-5114


    202.452.6299 (fax)

    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


    713.780.7764 (fax)

    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

Texas C-Bar

    2201 Post Road, Suite 104

    Austin, Texas 78704

    512-447-7707, ext. 370

    512-447-3940 (facsimile)

    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

    Draft template Page 4 of 5

    Revised 10/24/02


     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.

     D. Bylaws

     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

    Draft template Page 5 of 5

    Revised 10/24/02

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