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Valerie F. Leonard, an expert in community and organizational development, has created a list of questions every organizational leader seeking tax-exempt status should answer before submitting the Form 1023 application for tax exempt status.
Valerie F. Leonard, an expert in community and organizational development, has created a list of questions every organizational leader seeking tax-exempt status should answer before submitting the Form 1023 application for tax exempt status.
Valerie F. Leonard, an expert in community and organizational development, has created a list of questions every organizational leader seeking tax-exempt status should answer before submitting the Form 1023 application for tax exempt status.
The following questions are designed to help you to assess the need for an organization that you are considering opening—before you start. While there are no right or wrong answers, going through this exercise will help you to determine how you might approach the market; help you think about programs and services you might offer, and wheth er or not your idea is feasible for the community. The information you provide here can be used as a support to help you respond to your application for tax exemption, for proposals and to develop your programs.
1. Do you have a name for your organization?
2. If you have a name picked out, or are thinking about a name, what is it? 3. Have you conducted a name search with CyberdriveIllinois.com to see if it is available? 4. What community are you considering working in? 5. How would you describe the community? Think of things like its location, the population, the racial make up, the income levels, education levels, etc. 6. What is the current situation? (What’s going on? What are some of the current events that could impact the work you’d like to do?) 7. Are there other people or organizations in the community that are addressing the issues? If so, how many? 8. What services are already being provided, and by whom? 9. What is the quality of the services? 10. Do you see any gaps in services? 11. Given the number of people in the community who may need the services you want to provide, and the number of organizations providing the services, is there still a need for you to start a new organization in that community? 12. What are some of the issues or problems that you would like to address? 13. Who else cares about these issues? 14. Who are potential partners? 15. Who could be part of your leadership team? 16. Who are your potential clients (who will you serve, our target)? 17. What services will you provide? 18. How will your organization differentiate itself in the market? 19. How many people will you serve? 20. How much money will you need to get started? 21. What resources do you need? (people, supplies, location, money, etc) 22. What activities will your organization engage in? 23. What programs and services will you provide? 24. Will your organization or its members require any licenses, certifications or permits to offer certain services? 25. What education levels and skill sets are required among the board and staff to run the programs that you had in mind? 26. What will change for the community and the people you serve as a result of your programs and services? 27. How will you be able to measure the change?
Copyright Valerie F. Leonard. All rights reserved.
28. What does success look like? 29. How will you evaluate success? 30. How will you use the information you gather from the evaluation process to make your program stronger? 31. Given all the work that is involved, are you still committed to going through with this process? (Don’t be discouraged. The only way to eat an elephant is one bite at a time.)
Copyright Valerie F. Leonard. All rights reserved.