Thank you for your interest in the Operation Transformation Faith-Based Non-Profit Self-Review Checklist (which replaces the Certification Program). This Checklist was created to help organizations satisfy that minimum standards for their organization are being met. Increasingly, faith-based organizations are being examined for their structure, general activities, fundraising efforts, financial and tax data records, and governance procedures. The goal of this Self-Review Checklist is to be a support mechanism to assess that your organization’s house is in good order, so that you will be better able to expand your activities and fundraising efforts. The Self-Review Checklist is a voluntary action on your part. As people become aware that you have taken the time to complete this Checklist, it could be part of the decision-making process when they decide to make contributions of time, effort and money.
You can download the Operation Transformation Faith-Based Non-Profit Self-Review Checklist form which asks you questions in nine categories. All of the questions require yes/no answers. If there are any questions that are not applicable to your organization, please indicate such and disregard them. This process is meant to be done by a person in a Management/Administrative position and someone representing the Board of Directors (with an area for signatures of each). We can make a recommendation for professional legal assistance, if you feel it is needed. We would also expect that a report would be made to your whole Board when completed. Please keep a copy of this checklist on file for your records.
Operation Transformation would also be interested in knowing that you have completed the Self-Review Checklist. Please mail or drop off a signed copy of the Self-Review Checklist to OT at 1904 Poplar St, Port Huron, MI. The Operation Transformation Certification Committee will review it and keep it on file for reference, in the event we get an inquiry from a donor. If there is a question on any section, we will contact you for further information.
The OT Certification Committee is comprised of volunteers representing the legal, faith-based community, accounting, business, and insurance fields.
The Certification Committee is:
- John Adair, Chairman – Attorney, Hill Devendorf, P.C.
- Tom Seppo -- Operation Transformation
- Marilyn Meredith – Meredith Tax Service
- Marty Doorn – WGRT Radio
- Tom Manis -- Al Bourdeau Insurance Agency
Thank you for taking the time to use this Self-Review Checklist. We hope it will be beneficial to your organization. For further questions, please call Operation Transformation at 810-966-8660.Letter to prospective groupsSelf-Review Checklist/Certification Application