Board Service Application for Nonprofit Partners

A Promise to Our Community

Through our giving programs, PIMCO, in tandem with our many nonprofit partners, seeks to effectively work toward solutions to some of the world’s greatest challenges. We also provide assistance to help nonprofits scale up and grow, including through our Board Placement Program. By way of our Board Placement Program, we identify and place talented PIMCO employees who are interested in dedicating their time and skills on nonprofit boards within the community.

A complete application includes the following information:

A copy of the organization’s budget for the current fiscal year
A list of the organization’s Board of Directors and their affiliations
A list of corporate and foundation donors to your organization

Please note: Organizations applying to our Board Placement Program must operate without illegal discrimination on the basis of race, religion, gender, gender orientation, sexual orientation, age, national origin or disability.

PIMCO will make every effort to seek a qualified representative to serve on your organization’s board of directors. Completion of this application does not guarantee placement of a PIMCO employee on your board. Placement of a PIMCO employee on your board does not imply or guarantee financial support from the company.

Questions? Please contact: PurposeatPIMCOStaff@pimco.com.

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* 1. Which of the following best describes your nonprofit?

Current grantee

Former grantee

Not a grantee

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* 2. Basic Organizational Info

Organization Name

Tax ID Number

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Website

Email Address

Phone Number

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* 3. Please share the following information.

Year Founded

Fiscal Year Period

# of Full Time Employees

# of Part Time Employees

Executive Director

# of Years in Position

Phone Number

Board President

President's Term Ends

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* 4. Briefly describe your organization, values, its mission impact and significant accomplishments.

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* 5. Significant organization awards and/or recognition.

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* 6. Please describe your organization’s leadership structure. Do you have a paid Executive Director? If yes, please provide an overview of the Executive Director’s background, responsibilities with the board of directors and length of employment. If no, please explain your leadership structure.

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* 7. Is your organization currently involved in any legal action or have lawsuits pending against it for which the board may be held liable?

Yes

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* 8. Does your organization conduct an annual audit each year? If yes, have there been any recent reportable or material findings? If no, please explain.

Yes

Please explain.

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* 9. Has there been any reported fraud in your organization? If yes, please explain.

Yes

Please explain.

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* 10. Please list your sources of revenue by percentage (total should equal 100%):

Government / Public

Private / Individual and Family Foundations

Corporate Foundations

Events

Earned Income

Endowment

Social Enterprise

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* 11. Please mark the following policies that your organization has in effect.

	Yes	No
Conflict of Interest Policy	Conflict of Interest Policy Yes	Conflict of Interest Policy No
Whistleblower Policy	Whistleblower Policy Yes	Whistleblower Policy No
Document Retention Policy	Document Retention Policy Yes	Document Retention Policy No
Employment Policies	Employment Policies Yes	Employment Policies No
Executive Review & Compensation Policy	Executive Review & Compensation Policy Yes	Executive Review & Compensation Policy No
IRS Form 990 Review Policy	IRS Form 990 Review Policy Yes	IRS Form 990 Review Policy No
Endowment and/or Investment Policy	Endowment and/or Investment Policy Yes	Endowment and/or Investment Policy No
Gift Acceptance Policy	Gift Acceptance Policy Yes	Gift Acceptance Policy No

If no, please explain.

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* 12. Does your organization carry the following insurance policies?

	Yes	No
Directors and Officers Liability Policy	Directors and Officers Liability Policy Yes	Directors and Officers Liability Policy No
Employment Practices Liability Policy	Employment Practices Liability Policy Yes	Employment Practices Liability Policy No
Commercial Property Policy	Commercial Property Policy Yes	Commercial Property Policy No
General Liability Policy	General Liability Policy Yes	General Liability Policy No
Automobile Liability Policy	Automobile Liability Policy Yes	Automobile Liability Policy No
Workers Compensation Policy	Workers Compensation Policy Yes	Workers Compensation Policy No
Sexual Misconduct Policy (for youth-serving organizations)	Sexual Misconduct Policy (for youth-serving organizations) Yes	Sexual Misconduct Policy (for youth-serving organizations) No

Please include limits for those marked yes. Please explain for those marked no.

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* 13. How often does your board of directors meet per year? Do you have an annual board retreat?

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* 14. Where does your board meet? Length/time of day of your board meetings?

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* 15. Are board members expected to serve on committees as well? If yes, please list the committees, number required to participate on, and how often the committees meet.

Board Service Application for Nonprofit Partners

A Promise to Our Community

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* 1. Which of the following best describes your nonpr﻿ofit?

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* 2. Basic Organizational Info

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* 3. Please share the following information.

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* 4. Briefly describe your organization, values, its mission impact and significant accomplishments.

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* 5. Significant organization awards and/or recognition.

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* 7. Is your organization currently involved in any legal action or have lawsuits pending against it for which the board may be held liable?

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* 8. Does your organization conduct an annual audit each year? If yes, have there been any recent reportable or material findings? If no, please explain.

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* 9. Has there been any reported fraud in your organization? If yes, please explain.

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* 10. Please list your sources of revenue by percentage (total should equal 100%):

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* 11. Please mark the following policies that your organization has in effect.

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* 12. Does your organization carry the following insurance policies?

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* 13. How often does your board of directors meet per year? Do you have an annual board retreat?

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* 14. Where does your board meet? Length/time of day of your board meetings?

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* 15. Are board members expected to serve on committees as well? If yes, please list the committees, number required to participate on, and how often the committees meet.

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* 16. Are board members expected to make a personal financial commitment to the organization? Please explain, and provide a gift range if required.

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* 17. Are there other expectations of board members including attendance, event participation, etc.?

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* 18. Are you seeking a board member with a particular level or years of professional experience, expertise and/or competencies? Please be specific.

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* 19. Do you have a board of directors’ term limit policy? If so, what is the term, and is it renewable?

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* 20. What is your onboarding process for new board members? Please explain.

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* 21. What is the board’s role in strategic planning, fiduciary and governance oversight?

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* 22. Additional comments or information.

* 1. Which of the following best describes your nonprofit?