Operational Readiness Assessment

Does your board meet on a schedule and keep written minutes? *

We do not have a board yet It meets, but not on a set schedule or without minutes It meets on a set schedule and keeps minutes

When were your bylaws last reviewed? *

We do not have bylaws, or cannot locate them More than five years ago Within the last five years

Which written policies has your board adopted? *

Conflict of interest, whistleblower, and document retention.

None of them One or two All three

Are your annual filings current? *

IRS Form 990 or tax return, and the state annual report.

Behind on one or more Not sure All current

Are you registered in the states where you raise money or do business? *

Not registered Not sure Registered, or not required for us

How are spending approvals handled? *

One person approves everything, with no written rule Approvals happen, but the rule is not written down A written policy, with a second approver above a set amount

How current are your books? *

More than three months behind One to three months behind Reconciled every month

Do you have an approved annual budget, and do you compare actual spending to it? *

No budget A budget, without regular comparison A budget, compared at least quarterly

Where are your key documents kept? *

Articles, IRS letter, bylaws, minutes, contracts, and insurance.

Spread across personal email and drives In one place, but incomplete In one shared location, complete, and open to more than one person

How long would it take to produce your IRS determination letter, your latest Form 990 or tax return, and your last board minutes? *

Longer than a week, or not sure Within a week The same day

Are your main processes written down? *

Program delivery, onboarding, and reporting.

None of them Some of them Most of them

How do you track program results? *

We do not track them yet We count participants or activities We track outcomes we can report to a funder

Where do you keep track of donors and funders? *

Nowhere, or in someone's memory A spreadsheet A donor database

Do you have a standard description of your organization that you reuse in applications? *

Mission, programs, results, and budget.

No Parts of one, rewritten each time Yes, and it is current

Who at your organization contacts funders and donors? *

No one yet The executive director, when time allows A person whose role includes it

What prompted you to look at this now?

Primary Contact Name *

Primary Contact Title

Primary Contact Phone *

Preferred Method(s) of Contact *

Call Text Email

Authorization * I confirm the information provided is accurate to the best of my knowledge. I authorize Elysian Trust to use it to assess operational readiness, to email me my results, and to follow up about a possible engagement.

Your results

Your three largest gaps

Recommended next step

See all Operational Readiness prices

All six areas

We will follow up within 3 business days.

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