SA2020 Nonprofit Partner Application Application Checklist

Transcription

1 Application Checklist This application requests the following uploads: Proof of 501(c)3 nonprofit status (required) o IRS Tax Determination Letter o Most recent 990 or 990-N (e-postcard) if exempt o Guidestar link The following SA2020 documents are available as reference in preparing to complete this application: Nonprofit Partner Overview Community Results by Cause Area Application Scoring Rubric SA2020 Theory of Change A one-time $50 application processing fee is required: To submit the fee online, please click here. You may also mail a check (made out to SA2020) to PO Box San Antonio, TX o Must be postmarked by the closing deadline for review (i.e. 02/25/19 or 07/22/19). Please do not let this fee deter you from applying: partner@sa2020.org to discuss. DEADLINES The application process for new SA2020 Nonprofit Partners is open year-round; fully submitted applications are reviewed on a rolling basis: Applications submitted by 11:59 p.m. on Monday, February 25, will be reviewed for onboarding in April. Applications submitted by 11:59 p.m. on Monday, July 22, will be reviewed for onboarding in September. If after reviewing all of the above, you have questions, please partner@sa2020.org. Thank you! Jeanette R. Reynolds Partner Engagement Specialist Please note: Existing SA2020 Nonprofit Partners do not need to reapply. Thank you for your interest in becoming an SA2020 Nonprofit Partner! 1. Organization Name 2. Organization Alias or Abbreviation 3. Website (please format 4. Is your organization a registered 501(c)3 nonprofit with the IRS? (This is required to be an SA2020 Nonprofit Partner.) a. Yes Please proceed with completing this application. 1

2 b. No This application is for registered nonprofit organizations only. Please for all other partnership inquiries. 5. Have you applied to be an SA2020 Partner in the past? a. No b. Yes c. If yes, when? 6. Have you been an SA2020 Partner in the past? a. No b. Yes c. If yes, when? About SA2020 & SA2020 Partners SA2020 began as a community vision, created by thousands of San Antonians in Today, the vision continues as the playbook by which SA2020, the nonprofit organization, operates. SA2020 tracks progress toward San Antonio s collective vision, informs and activates the public, and aligns efforts toward our shared goals across the 11 priority Cause Areas. Requirements to be an SA2020 Nonprofit Partner: Primarily serve residents of the City of San Antonio or Bexar County; Demonstrate a connection to one or more SA2020 Community Results; Share updates annually on organizational impact; Illustrate preliminary work to document organizational outcomes; and, Commit to disaggregating data in order to strengthen impact or adopt a plan to do so. When Partners strengthen and better communicate their impact, SA2020 is able to coordinate and align their efforts, even across sectors. This alignment is essential because Community Results cannot be achieved by one organization working alone. By coordinating and aligning the work of our Partners and tracking progress towards shared goals, SA2020 is uniquely positioned to see the current landscape of work and identify what interrelated actions sustained over time could produce whole systems-change. We, therefore, also identify and convene partners around complex community challenges, fostering collaboration and further strengthening a continuum of services. Our partnerships are built on several core principles: We share the same vision for San Antonio as defined by the community. We agree to work collaboratively and focus on SA2020 Community Results. We acknowledge that our organizational outcomes are only as powerful as the impact they provide to the community at large. We understand the importance of performance measures ultimately as a means to track our stated results. We practice regular peer-exchange and learning, as well as continuous improvement and evaluation. 2

3 We ascribe to a strategy grounded in cross sector partnerships and systems change framework. See more about this in SA2020's Theory of Change. To read more about the SA2020 Nonprofit Partner experience, please click here to download the SA2020 Nonprofit Partner overview document. 7. My organization meets all of the above requirements to be an SA2020 Nonprofit Partner. Please initial: 8. I understand and commit to the above core principles of being an SA2020 Nonprofit Partner. Please initial: The following questions are relevant in understanding the depth of organizational commitment to and investment in the SA2020 Nonprofit Partnership. 9. How would you describe the level of engagement with your organization's staff/team in regards to becoming an SA2020 Nonprofit Partner? a. I am the only staff person aware of this opportunity. b. Some but not all staff persons are aware that we are applying. c. The entire staff is aware that we are submitting an application. 10. How would you describe the level of engagement with your organization's Board of Directors in regards to becoming an SA2020 Nonprofit Partner? a. The Board of Directors is not aware of this opportunity. b. Some members of the Board of Directors may be aware that we are applying. c. The entire Board of Directors is in support of our organization's application. Primary Contact Please submit information for the primary contact AND an alternative contact (on the next screen) for your organization. The principle contact is the person submitting this application and managing/maintaining the SA2020 Nonprofit Partner relationship. Please note that we expect SA2020 Nonprofit Partners to be responsive to communications, and appreciate notification if and when the contact information for an organization needs to be updated. Thank you. 11. First Name 12. Last Name 13. Position Title at Organization 14. Address (please format name@organization.org) 15. Phone Number (please format (210) ) Alternative Contact This is a second staff person or member of the Board of Directors who will be supporting the management/maintenance of your organization's SA2020 Nonprofit Partnership. 3

4 16. First Name 17. Last Name 18. Position Title at Organization 19. Address (please format 20. Phone Number (please format (210) ) SA2020 Nonprofit Partner Application Organization Information 21. Why does your organization exist? 22. What does your organization do? Who does your organization serve? Do your programs have a specific demographic focus? If so, please select all that apply. 23. Age a. < 2 years old (newborn/infant) b. 2-4 (toddler) c (elementary school age) d (middle school age) e (high school age) f g h i j Gender a. Gender non-conforming b. Women c. Men 25. Race/ethnicity a. American Indian or Alaska Native b. Asian c. Black d. Latino or Latinx e. Native Hawaiian or Pacific Islander f. Other, one race/ethnicity alone g. Other, 2+ more race/ethnicities h. White SA2020 Nonprofit Partners primarily serve residents of the City of San Antonio or Bexar County. 26. What best describes your organization's full service area? a. Within San Antonio city limits only b. County-wide (across Bexar County & the city) c. Local region: Bexar + neighboring counties 4

5 d. South Texas region e. State-wide (beyond South Texas region) f. Multi-state region or nationally g. Internationally 27. What City of San Antonio (COSA) Council Districts do you serve? This should include Council Districts in which your organization provides services and/or Council Districts in which the individuals you serve reside. Please select all that apply. a. All ten COSA Council Districts b. District 1 c. District 2 d. District 3 e. District 4 f. District 5 g. District 6 h. District 7 i. District 8 j. District 9 k. District 10 l. N/A - We serve area(s) not represented by a COSA Council District. m. N/A - We do not track this information. n. N/A - I do not have access to this information. 28. Please list those additional areas (municipalities or counties) outside of the City of San Antonio and Bexar County that you serve. (if applicable) Collaboration The following questions are intended to inform SA2020's work in communicating Nonprofit Partner impact only. Information provided here will not be considered in your application evaluation. 29. Do you currently work with any existing SA2020 Nonprofit Partners to provide program services or activities? a. Yes b. No c. If yes, please list those organizations with which you work. 30. Are you currently a member organization or engaged in any coalitions or collaborative working groups? Please select all that apply. a. Autism Lifeline Links b. Destination College c. Enroll SA d. Excel Beyond the Bell e. Ready Kid SA f. SA College Access Network g. San Antonio Teen Pregnancy Prevention Collaborative h. Southwest Texas Regional Advisory Council (STRAC) i. Successfully Aging and Living in San Antonio (SALSA) j. The Nonprofit Council k. The Southwest Texas Crisis Collaborative 5

6 l. None of the above m. Other: 31. Are you currently receiving funding from any of the following? Please select all that apply. a. Baptist Health Foundation of San Antonio b. City of San Antonio c. Greehey Family Foundation d. Harvey E. Najim Family Foundation e. Kronkosky Charitable Foundation f. Methodist Healthcare Ministries of South Texas, Inc. g. San Antonio Area Foundation h. United Way of San Antonio and Bexar County i. Valero Energy Foundation j. None of the above k. Other local foundations: Questions about Interest In referring to the SA2020 Nonprofit Partner Overview document, please consider your organization's capacity and interest as a whole to fulfill the core principles of partnership. 32. Why are you interested in becoming an SA2020 Nonprofit Partner? 33. How did you find out about SA2020 or the opportunity to become an SA2020 Nonprofit Partner? Please select all that apply. a. Existing SA2020 Nonprofit Partner b. SA2020 newsletter c. d. SA2020 social media e. Other social media f. Impact Report Luncheon g. Attending an event h. News article i. Google search j. Other (please specify) 34. If you selected "Existing SA2020 Nonprofit Partner," please list: Communicating Impact SA2020 Nonprofit Partners articulate and verify their organization s impact on Community Results - this serves as a documentation of accountability in aligning efforts toward our collective vision. An important step in this process is identifying and articulating the outcomes of your organization's work. SA2020 defines outcomes as changes that have taken place because of your organization or program(s). They are the changes, benefits, learning or other effects that happen as a result of your work. Typically defined through short-term (learning), mid-term (actions), and long-term (conditions). 6

7 Short-Term/Immediate Outcome = a shift in learning (change in knowledge, skills, attitude, motivation, and/or awareness). More frequently evaluated and easier to show results than long-term impacts because they may be captured at the conclusion of the program/initiative when most evaluations are conducted. Short-term outcomes should be attainable within 1-3 years. Intermediate Outcome = a shift in action (change in behaviors, practices, policies, and/or procedures). Intermediate outcomes should be attainable within 4-6 years. Long-term/could be Ultimate Outcome or Impact = a shift in conditions (change in environment, social conditions, economic conditions, and/or political conditions). Longterm outcomes should be attainable within 7-10 years. Having the outcomes of your work identified and articulated will help you describe how your organization moves the needle toward achieving Community Results. It can also help your organization identify what you should be tracking and evaluating to best fulfill your mission and achieve these outcomes, the desired impact of your work. 35. What are short-term outcomes of your organization's work? 36. What are intermediate outcomes of your organization's work? 37. What are long-term outcomes of your organization's work? 38. Has your organization utilized any of the following tools/frameworks for strategic planning? Please select all that apply. a. Results-Based Accountability b. Logic Model c. Theory of Change d. Racial Equity Impact Assessment e. Human Services Value Curve f. Social Determinants of Health g. Charting Impact Guide h. Targeting Outcomes of Programs (Bennett s Hierarchy of Effects) i. None of the above j. Other (please specify) 39. Do you currently use, or have you used in the past, academic research and studies to inform the design or execution of your programs and activities? a. Yes b. No If yes, please list examples of primary source(s) - this list does not need to be exhaustive. Examples: "The Dawn of Systems Leadership," Stanford Social Innovation Review; "Facing Addiction in America: The Surgeon General s Report on Alcohol, Drugs, and Health"; "Family and social aspects of substance use disorders and treatment," Journal of Food and Drug Analysis; "Transformative Learning Theory in the Practice of Adult Education: An Overview," PAACE Journal of Lifelong Learning 7

8 40. Does your organization currently collect or analyze data on any of the following for tracking participation in your programs and activities? Please select all that apply. a. Race/ethnicity b. Zip code c. Economic status (like income) d. Gender identity (i.e. man, woman, gender non-conforming) e. Formal education attainment level f. None of the above g. Other (please specify) 41. Does your organization currently collect or analyze data on any of the following for measurement and evaluation of program impact and outcomes? Please select all that apply. a. Race/ethnicity b. Zip code c. Economic status (like income) d. Gender identity (i.e. man, woman, gender non-conforming) e. Formal education attainment level f. None of the above g. Other (please specify) Alignment to Community Results The 11 SA2020 Causes Areas represent priorities in our work to transform San Antonio as identified by the community during the visioning process. While SA2020 currently tracks 61 indicators, SA2020 Nonprofit Partners demonstrate impact on at least one of the communitylevel results described here, as classified by Cause Area. 42. Please select the SA2020 Cause Areas that your organization's work impacts. a. Arts & Culture b. Civic Engagement c. Community Safety d. Downtown Development e. Economic Competitiveness f. Education g. Environmental Sustainability h. Family Well-Being i. Health & Fitness j. Neighborhoods k. Transportation 43. Please describe how your organization's work impacts the SA2020 Community Results for the SA2020 Cause Area(s) selected above. Nonprofit Verification Please upload your IRS Tax Determination Letter AND most recent 990 or 990-N. We'd also like a link to your GuideStar profile. 8

9 These documents are used to verify the nonprofit status of SA2020 Nonprofit Partners, as well as inform SA2020's work in building a narrative about the impact our Nonprofit Partners have on the San Antonio region. 44. IRS Tax Determination Letter of 501(c)3 tax-exempt status 45. Most Recent 990 or 990-N (e-postcard) 46. GuideStar Profile Supplemental Materials (optional) Organizations can share additional documents that may demonstrate their commitment to transparency (Annual Report); the presence of foundational, guiding documents (Strategic Plan); etc. These documents may be considered in assessing an organization's capacity to document and communicate impact toward the SA2020 Community Results; as well as, capacity to track or incorporate strategies to disaggregate outcomes data. 47. Annual Report 48. Strategic Plan One-time Application Processing Fee - $50 To submit the fee online, please CLICK HERE NOW. We recommend accessing the link now, so that you may submit the fee immediately upon submitting this application form. Or you may mail a check (made out to SA2020) to PO Box San Antonio, TX This should be postmarked by the deadline for your intended onboarding period (spring or fall): Monday, February 25, for onboarding in April Monday, July 22, for onboarding in September Thank you. 49. How will you submit your SA2020 Nonprofit Partner application processing fee? a. Online b. By Check: I will be putting a check in the mail postmarked by the appropriate date above. CLICK DONE BELOW TO SUBMIT Thank you for your interest in becoming an SA2020 Nonprofit Partner, and for your time in sharing this information about your organization with us. PLEASE CLICK "DONE" BELOW to officially submit your application. You will receive an AFTER the deadline has passed to confirm that your application is being reviewed. 9

10 Applications submitted by 11:59 p.m. on Monday, February 25, will be reviewed for potential onboarding in April. o All applicants will be notified of their status March 25,. Applications submitted by 11:59 p.m. on Monday, July 22, will be reviewed for potential onboarding in September. o All applicants notified of their status August 19,. We will contact you if we have questions for clarification. In the meantime, we appreciate your patience and recommend that, if you have not already, please review the 2018 SA2020 Impact Report. Kind regards, Jeanette R. Reynolds Partner Engagement Specialist partner@sa2020.org To submit your application to be considered as an SA2020 Nonprofit Partner, please fully complete the online application form here: Form Submission Confirmation Page Thank you for submitting your application to become an SA2020 Nonprofit Partner. We are grateful for the work your organization does for the San Antonio community - thank you! You will be contacted after these deadlines to confirm that your application is being reviewed, along with additional information about the review process: Applications submitted by 11:59 p.m. on Monday, February 25, will be reviewed for potential onboarding in April. o All applicants will be notified of their status March 25,. Applications submitted by 11:59 p.m. on Monday, July 22, will be reviewed for potential onboarding in September. o All applicants notified of their status August 19,. Please partner@sa2020.org if you have questions. Kind regards, Jeanette R. Reynolds Partner Engagement Specialist 10