Fundability Checklist

Our CLIENT NEEDS ASSESSMENT often begins by completing the following questionnaire to determine your current or future funding probability and grant-eligible needs.  This comprehensive on-line checklist is a qualifier that can be completed and returned at your own convenience.  Please take time to carefully consider and answer all the following questions.

ORGANIZATIONAL FUNDABILITY - PROBABILITY CHECKLIST

Finances yes/no
  1. Do you qualify as a charitable nonprofit organization under 501(c)(3) of the Internal Revenue Service Code?................................................................

 
  1. If not, have you or do you intend to apply for that status?...............................................................
 
  1. Do you have an annual budget approved and monitored by the board, which includes all program and management expenses and all sources and uses of funds?............................................................

 
  1. Does your organization prepare monthly financial statements that compare actual revenues and expenses to the approved budget?.........................

 
  1. Does your organization following accounting practices that conform to standard practice?............

 
  1. Is an independent audit or review of your organization's financial condition conducted annually?............................................................

 
  1. Is a written statement of your organization's financial position (i.e. a Financial Statement) available to potential funders and donors?..............

 
  1. Can you identify which programs are currently operating at a surplus or at a loss and why?............

 
  1. Do you differentiate between restricted and unrestricted income?............................................

 
  1. Are you currently operating at a deficit?..................

 
  1. If you have a deficit, do you have a plan to eliminate it within the next fiscal year?..................

 
  1. Do you have a financial surplus?............................

 
  1. If you have a surplus, is it unrestricted money and is it repeatable?......................................................

 
  1. Do you receive more than 30% of your operating budget from one source?.......................................

 
  1. If yes, is the money unrestricted? .........................

 
  1. If the money is restricted, is the funding renewable over the mid to long term?....................................
 

Personnel 

yes/no
  1. Do you have an adequate number of active board members? ..........................................................

 
  1. Do you have board members who are recognized leaders in the community? ...................................

 
  1. Does the board of directors provide clear leadership within the organization?.......................................

 
  1. Does the board of directors participate in fund-raising?..............................................................

 
  1. Do board members have relationships that can help leverage additional resources for the organization?...

 
  1. Is the board of directors stable? (i.e. is there orderly turnover of board members)..................................

 
  1. Is there a system for recruiting, training and recognizing volunteers?........................................

 
  1. Do you effectively match the skills and interests of volunteers with the task to be accomplished?..........

 
  1. Are volunteers trained to be effective "ambassadors" for your organization?..........................................

 
  1. Do volunteers have relationships that can help leverage additional resources for your organization?.

 
  1. Can volunteers be used more effectively to meet the personnel needs of your organization? (e.g. if staff is cut, can volunteers fill part or all of the gap) .......

 
  1. Do you have adequate administrative and support staff?.................................................................

 
  1. Do you have adequate staff to implement current programs?...........................................................

 
  1. Do you have adequate fund-raising staff?................

 
  1. Does your staff leadership work effectively with the board to implement goals and objectives?...............

 
  1. Do you have dynamic program staff that could assist in fund-raising as motivators, recruiters or speakers?

 
Credibility yes/no
   
  1. Do you have community leaders on the board of directors?...........................................................

 
  1. Do you receive financial contributions from individuals?........................................................

 
  1. Do you receive cash or in-kind donations from local businesses?........................................................

 
  1. Are large numbers of people accessing your services?............................................................

 
  1. Do you receive recognition by the press, government or other agencies?...............................................

 
  1. Is there an active volunteer base involved with your organization?......................................................

 
  1. Do you have positive testimonials from clients, members, volunteers, etc.?...................................

 

Do you have documented evidence of community support? 

  1. Can you demonstrate the results of the services you provide? (e.g. changes in your clients as a result of the services).......................................................

 
  1. Is there continuity in the successful provision of these services? (e.g. history plus track record).........

 

Do you have evidence of good organizational health?

  1. Is your organization financially stable?...................

 
  1. Does your board give money, as well as time, to the organization?......................................................

 
  1. Are you getting funds from a diverse array of funders/donors?...................................................

 
  1. Are your staff and board well qualified?...................

 
  1. Is there a continuing demand for your organization's services?............................................................

 
  1. Do you work collaboratively with other organizations?.....................................................

 
  1. Do you provide a unique service in your service area?

 

Once you have completed this Fundability Checklist and before submitting, please provide the following information:
            



Name of Organizational:  
Primary Contact Name:  
E-Mail Address:  
Telephone Number:
Ex.(425) 712-1963