Discovery Form

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Organization Prefilled?

Cohort/Cycle ID Prefill

Cohort/Cycle Prefilled?

Fiscal Sponsor Account ID

Submitting a Discovery Form communicates you are interested in seeking funding from New Profit and gives us baseline information about your organization. It does not mean you are submitting an application.

There are two types of Discovery Form submissions:

General Submission: For organizations that want to be considered for New Profit’s pipeline in general (i.e. not necessarily for a specific grantmaking cycle). These organizations may or may not meet New Profit’s current portfolio eligibility criteria.
On a rolling basis, New Profit uses this information to assess strategic alignment to our current investment strategies and priorities. New Profit also uses this information to be responsive to the field by tracking trends as input for how investment strategies and priorities may need to evolve. Organizations can expect to hear from New Profit’s Investment Selection team via email (selection@newprofit.org).
Cycle-specific Submission: For organizations interested in being considered for an upcoming or active grantmaking cycle.
During an active grantmaking cycle, New Profit uses this information to help assess strategic alignment to the cycle before inviting organizations to invest the time in applying. A subset of organizations are invited to complete a full application.

If you have submitted a Discovery Form within the last 12 months please reach out to selection@newprofit.org and we will send you a unique link to review and edit your prior submission. Otherwise, please fill out a new form for us to review.

By submitting this Discovery Form, you consent to our practices concerning the collection and use of your information as set forth in our Privacy Policy. If you’d like, download an editable version of the Discovery Form to draft your responses. Discovery Forms must be submitted via FormAssembly by the due date for consideration.

When filling out the Discovery Form, please keep these suggestions in mind:

1.) We highly recommend filling out your responses in the editable version of the Discovery Form provided before entering them into the online Discovery Form. This ensures that your responses are saved elsewhere if a submission error or technical glitch occurs.

2.) If you experience a submission error, please try saving the form so that you can access it again later, then clear your browser's cache, access your previously saved form, and try submitting again. Submitting via a different web browser has also worked in the past to resolve technical errors.

3.) If you're experiencing technical difficulties that you're unable to resolve within 5-10 minutes, please reach out to our team at selection@newprofit.org for support.

Contact Information

We will use the information below to contact you, in addition to the Social Entrepreneur(s), about investment selection cycle(s) that are a match for your organization.

1. Your Full Name (person completing this form)

First Name

Last Name

2. Your job title

3. Your email address

4. Your company

Submission Type

What type of Discovery Form submission are you making? If you are submitting a form to be considered for an upcoming grantmaking cycle select "Cycle-specific Submission" and then select the appropriate cycle.

Otherwise, select "General Submission".

Please select the cycle for which you are interested in being considered.
Click on the magnifying glass to view open cycles. Only investment cycles that are currently open will appear below. If you do not see a cycle listed, you can either submit "General Submission" form now or wait until we announce new cycles.

New Profit does not currently have any selection cycles open -- but we will soon! You can either submit a form for General Submission now or wait until we announce our cycles later this year.

Selected Cohort/Cycle ID

Final Cohort/Cycle ID (mapped)

Organization Information

In this section, we would like to learn a bit about your organization.

1. Name of organization

2. Organization website

3. In which area(s) of focus does your organization work? Check all that apply.

Criminal Justice ReformDemocracyEconomic MobilityEducationHealth EquityAnother focus area

New Profit is currently prioritizing investments in the focus areas listed above. However, we may consider other focus areas in the future.

Other focus area:

4. What is your organization's legal status?

Independent 501(c)(3)Fiscally Sponsored 501(c)(3)For Profit

What is the name of your fiscal sponsor?

New Profit is currently prioritizing investments with independent 501(c)(3) organizations or organizations that are fiscally sponsored by a 501(c)(3). However, we may consider investments with for-profit organizations in the future.

5. EIN (or, if your organization is fiscally sponsored, provide your fiscal sponsor’s EIN). Please use the format ##-#######

6. Founder(s) of the organization

7. Year founded

8. What is your organization's geographic focus?

NationalRegionalStateLocalAnother geographic focus

Geographic focus notes

New Profit invests in organizations that operate in and primarily serve communities in the United States and its territories.

9. Is the location of your headquarters fully virtual?
Even if your headquarters is fully virtual, please provide the City and State associated with your organization's primary address.

YesNo

City

State/Territory

# of program sites in your headquarters' City, State/Territory (if applicable)

We define a location as a place where your model is currently driving impact and/or where its direct or indirect services are being provided. It may or may not have full-time staff dedicated to it.

10. In what geographies does your organization operate?
Please add locations where you have program sites here, as defined in the prior question.

If you would like to add multiple locations, please click “Add additional location.” If you have a large number of cities to list and it would be more convenient for you to keep your responses at the state-level, please feel free.

Please only input current locations.

If you have added sites in a previous form, your entries will be filled below. Please update as necessary. If you no longer operate in one of the locations, please mark the Status as "Former".

City

State/Territory

# of program sites

Status

11. Current number of full-time employees

12. Current number of part-time employees

Financial Information

Please provide all dollar amounts in $USD. To be eligible for our Catalyze Portfolio, organizations must have expenses between $250K to $2M. To be eligible for our Build Portfolio, organizations must have expenses of at least $2M.

1. Please provide the start and end dates for your most recently closed fiscal year. Please use the format MM/DD/YYYY.

Fiscal Year Start Date

Fiscal Year End Date

NOTE: If your organization serves and/or tracks constituents in distinct cohorts (i.e. Operating Years), please fill in the start and end date for your most recently closed Operating Year below. For example, if you operate an education program that follows the academic year, you might fill in an Operating Year Start Date of "9/1/2022" and an Operating Year End Date of "6/30/2023.” If you provide continuous services, enter the calendar year. The Operating Year may or may not be the same as your Fiscal Year.

Operating Year Start Date

Operating Year End Date

2. Please provide projections for your current fiscal year:

If your organization is fiscally sponsored, provide your organization's projections, not those of your fiscal sponsor.
Please input the numerical amounts with commas where necessary.

Expenses

Revenue

3. Please provide actuals for your most recently closed fiscal year:

If your organization is fiscally sponsored, provide your organization’s actuals, not those of your fiscal sponsor.
Please input the numerical amounts with commas where necessary.

Expenses

Revenue

4. Please provide actuals for the year prior to your most recently closed fiscal year:

If your organization is fiscally sponsored, provide your organization’s actuals, not those of your fiscal sponsor.
Please input the numerical amounts with commas where necessary.

Expenses

Revenue

5. Current number of months of cash on hand.
New Profit defines this as the number of months you can continue to pay your operating expenses with the current cash and other liquid assets available:

6. Current number of months of runway.
New Profit defines this as the number of months you can continue to pay your operating expenses with the current cash and other liquid assets available. Please include any committed or contracted revenue that has not yet been received, but has payment due within your calculated runway.

7. Optional: If there is any supplemental information you would like to share to explain your organization’s financial picture, please offer a brief description. Some instances where you might want to share additional information include but are not limited to: expenses exceeding revenue, revenue declining over time, over 50% of revenue from a single source, and large one-time gifts. (350 word limit)

Social Entrepreneur(s) Information

New Profit supports social entrepreneurs with varied lived experiences, perspectives, and backgrounds. We collect optional demographic data to help us understand more about the social entrepreneurs and communities we are reaching.

At New Profit, we define a Social Entrepreneur (CEO, Executive Director, or equivalent title) as both the leader and final decision-maker of an organization's internal/external strategy, daily operations and financial decisions.

Select the following that best describes your organization:

We currently have one CEO/Executive DirectorWe currently have more than one CEO/Executive Director

This form is set up to provide information on up to two CEOs/Executive Directors. If you have more than two CEOs/Executive Directors, please note that below in the "Additional CEO/Executive Director Notes."

Additional CEO/Executive Director Notes

Social Entrepreneur 1

1. Social Entrepreneur Full Name

First Name

Last Name

2. Social Entrepreneur email address

3. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Prefer not to answerGender nonconformingManNonbinaryTransgender manTransgender womanTwo-SpiritWomanAnother identity (please specify)

Gender notes

4. Optional: Which of the following describe the Social Entrepreneur's pronouns? Please check all that apply.

Prefer not to answerHe/Him/HisShe/Her/HersThey/Them/TheirsAnother pronoun(s) (please specify)

Pronouns notes

5. Optional: Does the Social Entrepreneur identify as LGBTQIA+?

Prefer not to answerNoYes

6. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Prefer not to answerAfro-CaribbeanAfro-Latine/a/o/xAmerican Indian, Alaska Native, Indigenous AmericanBlack, African AmericanCentral AsianEast AsianLatine/a/o/xNative Hawaiian, Other Pacific IslanderSouth AsianSoutheast AsianSouthwest Asian, North African (a.k.a. Middle Eastern)WhiteAnother identity (please specify)

Race/Ethnicity notes

7. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Prefer not to answerEnglish as an additional languageFirst-generation American (primary caregiver(s)/parent(s) born in a country that is not the US)First-generation college graduatePerson from a low-income backgroundNone of the aboveAnother identity (please specify)

Additional identities notes

8. Optional: Which of the following age groups represents how the Social Entrepreneur identifies?

Prefer not to answer18 to 2425 to 3435 to 4445 to 5455 to 6465 or over

Social Entrepreneur 2

1. Social Entrepreneur Full Name

First Name

Last Name

2. Social Entrepreneur email address

3. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Prefer not to answerGender nonconformingManNonbinaryTransgender manTransgender womanTwo-SpiritWomanAnother identity (please specify)

Gender notes

4. Optional: Which of the following describe the Social Entrepreneur's pronouns? Please check all that apply.

Prefer not to answerHe/Him/HisShe/Her/HersThey/Them/TheirsAnother pronoun(s) (please specify)

Pronouns notes

5. Optional: Does the SE identify as LGBTQIA+?

Prefer not to answerNoYes

6. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Race/Ethnicity notes

7. Optional: Which of the following describe how the Social Entrepreneur identifies? Please check all that apply.

Additional identities notes

8. Optional: Which of the following age groups represents how the Social Entrepreneur identifies?

Prefer not to answer18 to 2425 to 3435 to 4445 to 5455 to 64 65 or over

Mission, Impact Model & Communities Served

In this section, we would like to learn a bit more about the communities your organization serves and the work you do.

1. Mission: Please provide a brief 1-3 sentence description of your organization's mission (100 word limit)

2. Core Constituents

Please tell us about your "core constituents." You can include up to four types of constituents. We define core constituents as the groups or individuals with whom your organization interacts to drive impact. This can include program participants or systems actors you seek to influence.

Core constituent name (e.g. "Students" “returning citizens” or “higher education institutions”) (50 word limit)

Status (Please enter only Current Core Constituents. If you no longer serve a Core Constituent that is prefilled from a previous submission, please either a.) overwrite that Constituent with a new one (if applicable) or b.) mark them as "Former" which will remove them from your Discovery Form (once submitted) on the backend.)

Core constituent description (100 word limit)

How you work with this constituent group (100 word limit)

Actual number served in your most recently closed fiscal year

Optional: If there are additional individuals or communities who benefit from your work and whom you also consider key constituents, please offer a brief description. (350 word limit)

3. Problem: What problem is your organization working to address? Help us understand what you see as the causes or drivers of this problem and how the problem impacts under-resourced communities. (350 word limit)

4. Approach (i.e. program or impact model): What does your organization do day-to-day to address the problem(s)? Efforts you describe can include direct service programmatic activities and/or other kinds of activities that address any combination of: policies, practices, resource flows, relationships, power dynamics, and/or mental models related to the problem. (350 word limit)

5. Evidence of Outcomes: What is your evidence of outcomes to date? Please include definitions of each outcome and data (quantitative and/or qualitative) that provides evidence of your organization's effects on constituents and/or systems. If it’s applicable to your organization, feel free to share about differentiated outcomes across the populations or stakeholders you serve. (350 word limit)

6. Economic Mobility: Does your organization’s work focus on any of New Profit’s economic mobility priorities, outlined below? We are looking to fund organizations working across a variety of issue areas, including but not limited to economic mobility. Please check all that apply.

Pathways to Income Generation: Creates or expands opportunities that lead to stable, dignified income for people impacted by the criminal, legal, or immigration detention systems. This may include: (1) fair-chance hiring models or partnerships; (2) skills-based workforce pathways tailored to systems-impacted individuals, (3) worker power, worker rights, or living-wage employment models; and (4) entrepreneurship programs or business incubation for systems-impacted founders.

Social Drivers of Economic Opportunity: Addresses the structural barriers that hinder economic advancement for returning citizens and people directly impacted by the criminal, legal, or immigration system. This may include: (1) reentry supports connected to housing, transportation, childcare, or healthcare; (2) strategies that reduce collateral consequences that prevent employment or economic participation; and (3) community-based solutions that strengthen safety, belonging, and opportunity.

Financial Health & Wealth Creation: Advances long-term financial stability and wealth-building strategies for justice-impacted individuals and communities. This may include: (1) access to capital and credit-building for justice-impacted entrepreneurs; (2) community ownership, cooperative economics, or shared wealth models; (3) guaranteed income, reparations, or financial justice innovations; and (4) tools that help people build assets, withstand economic shocks, or invest in future stability.

None of the above: Checking this response will not impact your consideration for the cohort.

Additional Information

1. How did you hear about New Profit?

EventGoogle/Search engineSocial mediaNew Profit team memberShared by a friend or colleagueOther

Other awareness

Contact at New Profit

Friend/Colleague's name

Friend/Colleague's organization

2. Optional: Is there anything else you'd like to share with us? (350 word limit)

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