Schedule A Consult Remember the 6 P’s“Proper Prior Planning Prevents Poor Performance”Let’s get your plan started today. Scroll down to see more. Client Background Questionnaire COMPLETE THE FORM BELOW ONCE YOU HAVE SCHEDULED or completed YOUR initial CONSULT to help make for a faster smoother onboarding process Name * First Name Last Name Title * Email * Organization Name * EIN Number * If not available yet, fill space with zeros. Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Office Phone Mobile Phone * Mission or Vision Statement Are you currently recognized as a 501(c)3 by the US federal government? * Yes No Please describe in 1-2 short paragraphs the specific community needs your organization plans to address? * Grantsmanship Has your organization applied for grants in the past? * Yes No If Yes, was your grant application funded? Yes No Not applicable Please describe the program or project you submitted (funded or not) and provide the name of the funding agency you applied to. If multiple awards, please list your 3 most recent awards. What research or evidence based model supports your program/project design ? * If you are not sure about this, please state so its an area we can help with if need be. Have you used a logic model as part of your capacity building and program development efforts? * Yes No Not Sure What is our programs Theory of Change? * If not sure please let us know this is an area of need. Capacity Building Do you need assistance with getting your nonprofit status? * Yes No Not Applicable Have accessed and reviewed the IRS Form 1023 online? * Yes No Not Applicable Has your agency developed a Master Grant? * Yes No Not Sure Does your organization collect outcome data on your programs and services ? * Yes No Not Sure Finance & Business Is your agency current on it's Secretary of State Registration? * Yes No Not Sure What is your agencies current annual operating budget ? $ Does your agency have financial policies in place? * Yes No Not Sure Have you filed our most recent 990 tax return? * Yes No Not applicable Have you completed an audit within the past 2-years? * Yes No Not Sure Thank you for your submission. If you have not done so already, please be sure to schedule a consultation to review the information provided and decide on the next step.
