Client Intake Form This form provides a clear concise way to intake new clients and provides all the necessary information. 1. What is the official legal name of your organization? 2. Who is our primary point of contact at your organization? 3. Who is our secondary point of contact? 4. What is your organization’s business mailing address (where you would receive grant award checks and other communications)? 5. Is your organization registered as a charitable organization with either your state’s Secretary of State or Attorney General? If so, are your annual registration renewal and fees up to date? 6. If you’ve been established for more than one fiscal year, have you filed a 990 or 990-N (e-postcard) every year? 7. Do you have paid staff? If so, please list the number of staff. 8. Do you have a board of directors? If so, how many active board members do you have? 9. How often does your board meet? 10. What percentage of your board contributes to your organization each year? 11. What is your organization’s annual budget? 12. Do you have a recent financial audit (within the last 3 years)? 13. Have you applied for grants in the past? Attachments to send: IRS tax determination letter Certificate of incorporation List of current board of directors with bios and affiliations List of current staff with full names, titles, bios and/or resumes Most recent financial statement and/or audit A spreadsheet of your organizational budget List of grant awards (grantmaker, amount, and project, if applicable) from the past year, if available List of board contributions (financial and in-kind) from the previous year Most recent annual report, if available Most recent strategic plan, if available Last fiscal year’s 990 Δ QUESTIONS? (480) 768-7400 dummiesauthor6@gmail.com