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 a potential partnership with 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. Organizations can expect to hear from New Profit’s Investment Selection team via email (selection@newprofit.org). 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.
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 or have previously applied to the Mental Health Equity or Unlocked Futures cohorts, 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.

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 – for example, in Catalyze Mental Health Equity or Unlocked Futures – 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.
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 our cycles later this year..

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

Organization Information

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

1. Name of organization

2. Organization website

3. What is your organization's area of focus? 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. Year founded

7. 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 it's territories.

8. 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 (abbreviated)

# of program sites in your headquarters' City, State/Territory (if applicable) We define a program site as a location where services are provided. It may or may not have full-time staff dedicated to it.

9. What is the current reach of your organization's impact?
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.

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 (abbr.)

# of program sites

Status

10. Current number of full-time employees

11. Current number of part-time employees

Financial Information

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

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. 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 available:

5. Optional: If there is any supplemental information you would like to share to explain your organization’s financial picture, please offer a brief description. (350 word limit)

Social Entrepreneur(s) Information

In this section, we would like to learn a bit about your organization’s Social Entrepreneur(s). Collecting demographic information helps us stay accountable to our equity goals within our portfolio.

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

SE1 Contact Type

PREFILL SE1 Contact Type - Multi-select

Academic Institution StaffAdmirerBoard ProspectConnectorConsultantCurrent New Profit Board MemberDeceasedDo NOT SolicitField Leader/Thought PartnerFormer New Profit Board MemberFormer New Profit EmployeeFormer Political Office HolderFormer Political Office StaffFormer ProspectFormer Staff of Nonprofit Org.Funding RelationshipGovernmentKnowWho ContactMediaNew Profit EmployeeNew Profit Independent ContractorNew Profit Intern/Co-opNonprofit Organization StaffOtherPartnershipPolicyPolitical Office HolderPolitical Office StaffPortfolio Organization Board MemberResearchStaff at Current AF Coalition Org.Staff at Current Build Org.Staff at Current Catalyze Org.Staff at Current Transform Org.Staff at Past AF Coalition Org.Staff at Past Build Org.Staff at Past Catalyze Org.Staff at Past Transform Org.StudentTalent ProspectVendor

1. Social Entrepreneur Full Name

First Name

Last Name

2. Social Entrepreneur email address

3. 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

4. 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

5. 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

6. 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. 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 graduateImmigrant/Refugee/Asylum SeekerPerson from a low-income backgroundNone of the aboveAnother identity (please specify)

Additional identities notes

Social Entrepreneur 2

SE2 Contact Type

PREFILL SE2 Contact Type

1. Social Entrepreneur Full Name

First Name

Last Name

2. Social Entrepreneur email address

3. 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

4. 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

5. 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

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

Race/Ethnicity notes

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

Additional identities notes

Mission, Impact Model & Communities Served

In this section, we would like to learn a bit more about your organization’s mission, impact model, and the communities your organization serves.

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")

Core constituent description (100 word limit)

How you engage 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 is the problem your organization is addressing, and how do its root causes and symptoms manifest for overlooked communities? (350 word limit)

4. Approach: What is your organization’s core approach to address the problem (i.e. program or impact model)? Help us understand what your organization does on a day-to-day basis. (350 word limit)

5. Evidence of Impact: Please share the qualitative or quantitative outcomes that your organization is working toward and the data associated with those intended outcomes that demonstrates your organization's impact. 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. Social Entrepreneur(s) Statement: How is your leadership influenced by proximity to the communities you serve? (350 word limit. If your organization utilizes a co-leadership model and both Social Entrepreneurs are planning to participate in the cohort, we ask that both Social Entrepreneurs respond to this question. Please include both responses in the space below, with the expectation that each response will adhere to the 350 word limit, meaning a 700 word limit total)

Help us understand how you, the Social Entrepreneur(s), cultivate proximity to the communities you serve and advance equity for. In addition to elements of your own lived experiences and identities (i.e. justice impacted) we are interested in understanding the practices you pursue to maintain proximity. We appreciate that many organizations leverage other team members to complete grant applications. However, we ask that the organization's Social Entrepreneur(s) respond to this question in the first person so we can learn more about them as a leader.

If you are interested in being considered for the Unlocked Futures cohort: We seek to partner with justice-impacted social entrepreneurs to increase visibility and remove barriers to capital for justice-impacted individuals and communities. Justice-impacted individuals include those who have been incarcerated or detained in a prison, immigration detention center, local jail, juvenile detention center, or any other carceral setting, those who have been convicted but not incarcerated, those who have been charged but not convicted, and those who have been arrested.

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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