PROJECT BASELINE

Services Client Login

GET STARTED

Tell us about your organization. We'll review your information and reach out within 1-2 business days.

ORGANIZATION BASICS

Organization Legal Name *

State of Incorporation

Date of Incorporation

EIN (if assigned)

501(c)(3) Status

Fiscal Sponsor Name

Organization Website

Organization Mailing Address

PRIMARY CONTACT

Your Full Name *

Your Title/Role

Email Address *

Phone Number

MISSION & PROGRAMS

What is your organization's mission? *

Who does your organization serve?

What programs or services do you currently offer?

How many people do you serve annually?

What community need does your organization address?

What makes your approach unique?

ORGANIZATIONAL CAPACITY

Paid Staff

Active Board Members

Active Volunteers

Physical Location

Technology/Tools Currently Used

FINANCIAL STATUS

Annual Operating Budget

Current Revenue Sources

Individual Donations Corporate Donations Government Grants Foundation Grants Program Fees Events/Fundraisers Earned Income None yet

Have you ever received a grant?

Have you applied for a grant and been denied?

WHAT YOU ALREADY HAVE

Check everything your organization currently has. This helps us understand where you're starting from.

Organizational Documents

Articles of Incorporation Bylaws IRS Determination Letter Board Roster Organizational Chart Strategic Plan Annual Report

Policies

Financial Management Conflict of Interest Non-Discrimination Whistleblower Document Retention Code of Ethics Personnel/HR Data Privacy

Financial Documents

Current Year Budget Audited Financials 990 Filed Accounting System (QuickBooks, etc.) Bank Account in Org Name

Program Materials

Logic Model Program Descriptions Data Collection Tools Intake Forms Outcome Tracking System

GOALS & NEXT STEPS

Top 3 Priorities for the Next 12 Months

Specific Grants or Funding You're Targeting

Biggest Challenge Your Organization Faces Right Now

Which package interests you most?

We'll confirm the right fit together during our conversation.

How did you hear about us?

Who referred you? / Please specify

Anything else we should know?

Have a promo code?

Step 1 of 7

✓

THANK YOU!

Your information has been received. We'll review your submission and reach out within 1-2 business days to schedule a discovery conversation.

Back to Home

Project Baseline | [email protected] | 312-646-9230