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Standards for Indiana's Public Education Foundations
Self-Assessment
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Please score each of the following statements by entering a number "1" in the box corresponding to your answer that best describes where your education foundation is in relation to that standard. Only put a "1" in one box for each statement below.
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Name:
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Organization's name:
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Strongly AgreeAgree Disagree Strongly Disagree
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ORGANIZATIONAL OPERATIONSComments/clarifications:
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1Our Education Foundation is in good standing with the Internal Revenue Service, Indiana Department of Revenue and Indiana Secretary of State.
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2Our Education Foundation has established and follows policies concerning insurance needs and their periodic review.
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3Our Education Foundation board approves a budget annually and reviews financial status quarterly.
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4Our Education Foundation conducts an annual review or audit.
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5Our Education Foundation reviews its bylaws every 5 years.
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6Our Education Foundation has a document retention policy.
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7Our Education Foundation has a donor privacy policy.
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8Our Education Foundation has a conflict of interest policy.
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9Our Education Foundation has a confidentiality policy for volunteers and staff, if applicable.
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10Our Education Foundation has a whistleblower policy.
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11Our Education Foundation's 990 and annual financial reports are available to the public, upon request.
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12Our Education Foundation's technology (hardware, software, applications) meets the needs of our Education Foundation.
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Sub Score0000
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If you scored less than 28 points, INAPEF can help you improve.Total Score 0out of 36
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Strongly AgreeAgree Disagree Strongly Disagree
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STRATEGIC PLANNINGComments/clarifications:
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13Our Education Foundation does a periodic community assessment in relation to philanthropic giving.
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14Our Education Foundation has relevant mission and vision statements.
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15Our Education Foundation consistently follows a defined set of procedures in our planning process resulting in written goals and objectives. This is an effective process in producing key outcomes.
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16Our Education Foundation has a relevant strategic plan and the board reviews the plan at least annually.
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Sub Score0000
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If you scored less than 10 points, INAPEF can help you improve.Total Score 0out of 12
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Strongly AgreeAgree Disagree Strongly Disagree
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BOARD DEVELOPMENT & LEADERSHIPComments/clarifications:
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17Our Education Foundation has a solid relationship with the school administration and school board.
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18Our Education Foundation has an established board member recruitment and orientation plan.
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19Our board focuses on setting direction for our Education Foundation.
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20Our board is a balanced representation of our school community (no one group is over-represented).
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21Each of our board members receives and signs the following policies annually: conflict of interest, whistleblower and confidentiality.
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22Our board of directors meets on a regular basis.
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23Our board depends on an effective standing committee and task force structure.
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24Our board members are actively involved in fund development, stewardship and advocacy for the Education Foundation.
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25Our Education Foundation does ongoing board training and development.
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26Our board members contribute financially to the organization.
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27Our board evaluates itself at least annually.
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28Our board members have 80% attendance at board meetings.
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Sub Score0000
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If you scored less than 28 points, INAPEF can help you improve.Total Score 0out of 36
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Strongly AgreeAgree Disagree Strongly Disagree
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HUMAN RESOURCESComments/clarifications:
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29Our Education Foundation has defined job descriptions for staff and volunteer roles, where applicable.
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30Our Education Foundation completes an annual performance appraisal of staff, including self-evaluations, if applicable.
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31Our Education Foundation has a process to recruit and retain staff and volunteers for our programs.
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32Our Education Foundation shares its confidentiality agreement/policy with volunteers and any applicable staff and those individuals are required to sign the agreement to uphold the confidentialities as outlined.
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33Our Education Foundation takes the time to gather and analyze feedback from employees and volunteers.
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34Our Education Foundation board chair is independent of the Executive Director.
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Sub Score0000
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If you scored less than 14 points, INAPEF can help you improve.Total Score0out of 18
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Strongly AgreeAgree Disagree Strongly Disagree
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FUND DEVELOPMENTComments/clarifications:
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35Our Education Foundation's fundraising efforts supply sufficient revenue to implement our mission.
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36Our Education Foundation has a broad-based development plan, incorporating private and public support, as well as short-term and long-term investments. This plan is reviewed annually.
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37Our Education Foundation's financial status, including endowment funds is monitored closely.
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38Our Education Foundation has a fund acceptance policy.
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39Our Education Foundation has a diversified funding base.
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40Our Education Foundation has a case statement for fund development.
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41Our Education Foundation periodically reviews gift agreements with living donors to determine changes, succession planning, and to clarify purpose.
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42Our Education Foundation keeps records to instruct staff/board of directors of donor's intent for donor designated gifts.
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43Our Education Foundation has an electronic system that tracks donations both for the financial recordkeeping and donor interests and communications.
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44Our Education Foundation provides gift acknowledgement subject to IRS compliance and includes appropriate information.
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Sub Score0000
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If you scored less than 24 points, INAPEF can help you improve.Total Score0out of 30
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Strongly AgreeAgree Disagree Strongly Disagree
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PROGRAMSComments/clarifications:
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45Our Education Foundation provides guidelines for each funding opportunity.
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46Our Education Foundation has diversity in its funding program.
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47Our Education Foundation's programs align with the district's strategic plan and/or priorities.
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48Our Education Foundation's grants/scholarships are awarded on an objective and non-discriminatory basis using established procedures.
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49Our Education Foundation board approves all program funding.
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Sub Score0000
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If you scored less than 12 points, INAPEF can help you improve.Total Score0out of 15
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Strongly AgreeAgree Disagree Strongly Disagree
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EVALUATIONComments/clarifications:
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50Our Education Foundation programs achieve their desired impact on key goals and are measured on a regular basis.
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51Our Education Foundation has a program evaluation process for major initiatives.
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52Our Education Foundation tracks all grant funds and requires grantees to demonstrate how funds are used.
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53Our Education Foundation annually calculates its internal cost of raising funds and compares it to previous years.
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54Our Education Foundation annually calculates its donor retention rate and compares it to previous years.
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Sub Score0000
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If you scored less than 12 points, INAPEF can help you improve.Total Score0out of 15
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Strongly AgreeAgree Disagree Strongly Disagree
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MARKETING & BRANDINGComments/clarifications:
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55Our Education Foundation has a communication plan to reach all constituents in our target population.
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56Our Education Foundation uses social media to our advantage and has a user friendly website.
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57Our Education Foundation has a strong brand presence.