Consulting Services Readiness Assessment Please enable JavaScript in your browser to complete this form.Name of Organization / Business *Contact Person Name / Title *Business Phone#/Cell# *Business Email Address: *Contact Email Address:Website:Business Address/City/State:Mission Statement (Non-Profit)Vision Statement (Non-Profit)What is the purpose of your program or project that requires a need? (Non-Profit) What do you hope to accomplish?Business proposal (For-Profit)Target audience and population to serve? (Non-Profit)How will you involve the community? (e.g., Local Officials and business owners) (Non-Profit)Who are your competitors in the area where your business resides?Funding resources? (e.g., donations, private contributions, fundraising, out-of-pocket)List past grant awards and amounts.Do you have an Annual Budget? If so, how much is your budget?What do you need to fund? (e.g., personnel, program/project expenses, supporting expenses) (Please be specific)How can funds close the gap between what you have and what you need to run a successful business?How do you plan on sustaining your business once the grant funds are exhausted?Who will be the decision-makers?List any partners and provide their services.List names and titles of your Board of Directors. (non-profit) List any committees, if any.Administrative staff? List positions.Number of volunteers? List responsibilities Employer Identification Number (EIN). It is a unique nine-digit number the IRS assigns to business entities operating in the United States for identification. The IRS provides online service. If so, please provide a number.Unique Entity Identifier Number (UEI). It is used to identify businesses and other entities that do business with the federal government. If so, please provide a number.Business License (For-Profit). Please provide the license number.Article of Registration with the Secretary of State are formal legal documents used for creating and managing a corporation in the United States. These documents must be filed with the appropriate government. Applied?YesNoState of Information is a document corporations registered in California must file with the Secretary of State. It contains basic information about the corporation, including its name, address, officers, directors, and stock. It must be filed within the first 90 days of filing the Articles of Incorporation and every year during a specific six-month filing window.YesNo1023 or 1023EZ. To apply for your 501c3 Determination Letter. Organizations must electronically file this form to apply for recognition of exemption from federal income tax under section 501c3. YesNoDoes your organization have bylaws?YesNo Nonprofit bylaws are legal documents that outline how an organization will be governed. They are considered the operating manual for a nonprofit organization and consist of the following: o Duties and roles of officers and directors o Rules regarding how the directors will function and their size limit. o Rules regarding the procedures for electing directors, holding meetings, and appointing officers. o How the funds received from grants will be distributed. o A description of the conflict-of-interest procedures of policies. Bylaws manage the membership requirements, frequency of meetings, amendment procedures, voting procedures, and more. They add transparency and accountability to the actions taken by the officers and board of directors. Nonprofit governance issues are usually addressed by state nonprofit law. The organization's bylaws may be customized based on the nonprofit’s requirements if they don’t violate state law. The bylaws should be updated and amended as the organization evolves and grows. State of Attorney General. Applied?YesNoMust complete a CT-1 form (Initial Registration). Must be filed after 30 days of charity assets (any value to the charity; donation, grants, foundation, corporations, government agencies). Non-cash (food, clothing, medicine, equipment). Loans to the charity, including start-up funds from the Funder. Donated or volunteer services, office space, furniture, legal or accounting services, and free printing. Must renew annually using the RRF-1 form. Form 990 is a United States IRS form that provides the public with financial information about a nonprofit organization. Forms: 990, 990EZ, 990-N Post Card. Applied?YesNoForm 1040, the United States Individual Income Tax Return, used for personal federal income tax returns filed by US residents. The form calculates the taxpayer's taxable income and determines how much the government will pay or refund. (For-Profit) Applied? YesNoThe North American Industry Classification System – NAICS is a classification of business establishments by type of economic activity. Governments and businesses in Canada, Mexico, and the United States use it. Applied? YesNo• My service fees do not include fees for filing business documents. Submit