Junior 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 -- including Junior Boards / Young Professional Boards.

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 Junior Board members and their affiliations

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 Junior Board / Young Professional Board. Completion of this application does not guarantee placement of a PIMCO employee on your Junior Board / Young Professional 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

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

Yes

Please explain.

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* 9. 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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* 10. 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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* 11. How often does your Junior Board / Young Professional Board meet per year?

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* 12. Where does your Junior Board / Young Professional Board meet? Length/time of day of your meetings?

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* 13. Are members expected to make a personal financial commitment to the organization and/or fundraise a certain amount annually? Please explain, and provide a gift range if required.

Junior 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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* 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. 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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* 8. Has there been any reported fraud in your organization? If yes, please explain.

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

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

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* 11. How often does your Junior Board / Young Professional Board meet per year?

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* 12. Where does your Junior Board / Young Professional Board meet? Length/time of day of your meetings?

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* 13. Are members expected to make a personal financial commitment to the organization and/or fundraise a certain amount annually? Please explain, and provide a gift range if required.

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* 14. Are there other expectations of Junior Board / Young Professional Board members including attendance, event participation, etc.?

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* 15. What specific skills and experience are you looking for in Junior Board / Young Professional Board members?

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* 16. Additional comments or information.

Junior Board Service Application for Nonprofit Partners

A Promise to Our Community

Question Title

* 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.

Question Title

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

Question Title

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

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

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

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* 11. How often does your Junior Board / Young Professional Board meet per year?

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* 12. Where does your Junior Board / Young Professional Board meet? Length/time of day of your meetings?

Question Title

* 13. Are members expected to make a personal financial commitment to the organization and/or fundraise a certain amount annually? Please explain, and provide a gift range if required.

Question Title

* 14. Are there other expectations of Junior Board / Young Professional Board members including attendance, event participation, etc.?

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* 15. What specific skills and experience are you looking for in Junior Board / Young Professional Board members?

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* 16. Additional comments or information.

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