ARCF
Organizational Assessment

Share the results of this assessment with other members of your organization. Check "yes" if the item is true all the time. Check " some" if the item is at least partially true. Check "no" if the item is never true. When looking at the results, make sure to consider both your organization's strengths and weakness. Build on your current strengths and implement an action plan to improve the weaknesses.
Planning and Evaluation Yes Some No
Are the mission, purposes and values of the organization clearly defined and approved by the board?
Does the organization have a multi-year strategic plan that has been adopted by the board?
Does the organization's annual plan contain clear evaluation and monitoring procedures?
Does the organization attempt to evaluate both the number of clients served and how the clients lives have improved as a result of the services?
Board of Directors Yes Some No
Do board members understand their legal, fiduciary and organizational responsibilities?
Does the board have a regularly scheduled planning session that revisits your organization's mission, vision and goals?
Does the board recruit and maintain a pool of qualified candidates for the board?
Do new board members receive orientation in all aspects of the boards work?
Do board members conduct a yearly self evaluation?
Do board members talk positively about the nonprofit in public and represent the organization to the public by giving reports and listening to public needs and concerns?
Staff and Volunteers Yes Some No
Are written personnel policies and job descriptions in accordance with the law and regularly updated?
Are the organizations personnel policies and procedures applied consistently and equally to all employees?
Does the board conduct an annual performance assessment of the executive director based on a performance plan?
Do all staff members receive annual performance reviews?
Are staff and volunteers adequately trained to conduct effective programs?
Financial Matters Yes Some No
Are the organization's financial policies and procedures efficient, in accordance with the law and meet requirements of funders?
Does the organization comply with federal, state and local tax reporting requirements?
Does the board review financial reports at each board meeting, approve an annual budget, select the auditor and reviews the audit?
Are restricted funds tracked and spent in accordance with their restrictions?
Does the organization have a written investment policy?
Does the organization establish and work toward an operating reserve considered adequate by the board of directors?
Does the organization have a system for keeping track of services you provide, volunteer hours, donations and other relevant statistics?
Does the organization have appropriate internal control procedures in the organization's financial management?
Legal Issues Yes Some No
Is your organization aware of what make can board members individually liable for corporate acts and has it taken steps to minimize that exposure?
Does the organization have a clearly defined and strictly enforced policy relating to conflicts of interest?
Has the organization complied with IRS's political involvement and lobbying restrictions?
Does the board operate with a clear and current set of bylaws with which all board members are familiar?
Does the organization have any tax liabilities for unrelated business income?
Have your registered and report annually the organizations fund raising activities with the Attorney General's Office?
Community Support and Accountability Yes Some No
Does the organization involve the community being served in the planning, implementation and evaluation processes?
Does board and staff membership reflect the diversity of the community being served?
Do you have significant and documented support in your community for your organizations activities?
Does your organization seek to collaborate with appropriate entities in the community, particularly in situations where duplicate services are being provided?
Resource Development Yes Some No
Do all board members participate in fund-raising activities and make a personal financial contribution?
Does your organization have a diverse, multi-year resource development plan?
Is your organization working to develop self sustaining sources of income, such as fees for service or other contracts?
Are costs spent on fundraising at a 3:1 ratio between amount raised and amount spent on fundraising?
Has your organization cultivated in-kind as well as cash contributions?
Do you have a track record of donations of time, goods, services and money from your community?
Does the organization regularly document its successes?
Nonprofit Resources
3805 W 12th St Suite 104
Little Rock, AR 72204
Phone: 501-379-1558 · Fax: 501-374-6548
Strengthening Arkansas' Community Organizations



Copyright © 2001 Nonprofit Resources Inc. All rights reserved.