LISC NY Annual Partner Survey

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Thank you for taking part in LISC NY's annual partner survey. This survey collects your basic organizational information, such as the demographic profile of your board, staff, and leadership, your financial statements, and descriptions of the community you serve and programs you offer. As part of this, we ask that you upload organizational documents such as your financial statements. This information enables us to be responsive to needs and opportunities that you bring to our attention, and allows us to quickly consider your organization for any upcoming partnership or funding opportunities. After you submit this information, we may request a follow up meeting with you and key members of your team to learn more about your organization and discuss potential partnership opportunities.

 

If you responded to our survey last year, we only ask that you fill in the required fields and update any information that has changed over the last year. Please note that all information you provide in this update will remain confidential, protected in encrypted IT storage with limited access. Any data collected will only be reported out in the aggregate of all responses. 

 

If you have any questions, please contact Catherine Dolan (CDolan@lisc.org) or Jean-Luc Saint-Fleur (JSaintFleur@lisc.org). 


Prior to completing this survey, it may be helpful to compile the following documents - IF they apply to your organization - as there is room to upload them via this form.

-IRS determination letter

-Biographies of Key Staff Members
-List of Board Members
-Audited financial statements (past three years)
-Organization Mission, Vision, & Goals
-Organizational Chart

-Organization By-Laws
-Organization Articles of Incorporation
-Business and/or Strategic Plan
-Succession Plan
-Accounting Policies and Procedures
-Personnel (HR) Policies and Procedures
-Procurement Policies and Procedures
-Real Estate Owned Schedule
-List of Current Funders


Organizational Information











There are different dimensions of identity, but for 2025-2026 partners we are focusing on racial and ethnic identity of the primary organizational leader (executive director, CEO, majority owner). Even if you have worked with us for some time, your voluntary response will ensure that we are capturing how you yourself identify. You also have an option to share specific nationality information as ethnic and racial categorical groups are not singular and span many different identities with unique cultures.   

Your responses will help us be responsive to government and private funders, who are increasingly asking for this information and promote our own accountability as we aim to scale proven solutions, seed new ideas for community health, wealth and opportunity gaps and build the capacity of our partner organizations to do so.

Any data LISC collects regarding the race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status of any person will only be used for the purpose of compiling and measuring statistics that are important to our work, including reporting to funders both public and private.  We routinely request data the same as or similar to the data requested below; however, you are not required to furnish any of the following requested data and your relationship with LISC will not be affected by a decision to provide, or not to provide, the requested data. We will not disclose any identifiable organizational data to external parties without your consent.  Any data that we do share will be aggregated and anonymized.






Contact Information
Please include the name, email, and phone number of your CEO/ED/President as well as two additional organizational contacts.











Financial Information













HUD Section 4 Qualifier Questions













Population Served



Please select all that apply

Additional Organizational Information
Please select the primary three programmatic areas of focus for your organization.
















Document Uploads
Please upload the following information in either a PDF, Word Doc, or Excel Spreadsheet format. Note that if your organization has recently submitted any of the requested documents below in the past year then they do not need to be uploaded. 











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