SAMPLE SeaChange Inquiry Form (NOT LIVE)
Thank you for your interest in SeaChange. This form is intended to collect information that will make our first conversation more productive.
If you are applying for a grant to support a merger or collaboration then BOTH organizations must fill in the form.
Please feel free to reach out to us at any time at info@seachangecap.org if you'd like to discuss your situation directly before completing the form.
Please note
: for inquiries related to higher education, please use
our higher education form
instead.
FOR THIS SAMPLE FORM, YOU MUST SELECT A RESPONSE FOR 'What are you interested in?' UNDER THE 'Nature of Inquiry' SECTION IN ORDER TO PREVIEW THE REST OF THE APPLICATION.
Contact Information
Last Name
First Name
Email
Phone Number
Use format ###-###-####
Title
Organization
Website
Nature of Inquiry
If you are interested in a grant or loan but have not yet had a conversation with the SeaChange team, we encourage you to select "Learning more about SeaChange or its funds." or to reach out to info@seachangecap.org. We are happy to discuss your situation and our funding process prior to you completing the full grant or loan application, and want to be mindful of the time and effort you spend on our form before receiving all available information.
What are you interested in?
Please select...
A grant (to support a merger or sustainable collaboration)
A loan (New York and Philadelphia only)
A consulting project (e.g. financial analysis, restructuring support, etc)
Learning more about SeaChange or its funds.
Other
Please elaborate on the situation and how you think SeaChange might be able to help.
How did you learn about SeaChange?
Please select...
Referral
Media
Panel/Presentation
Internet Search
A.R.T./New York
Other
Please explain:
Organization Information
Organization Information
Contact Information
Last Name
First Name
Email
Title
Phone Number
Use format ###-###-####
Is the primary contact also the Executive Director / CEO?
Please select...
Yes
No
Executive Director
Last Name
First Name
Phone
Email
Title
Organization
Street Address
Town/City
State
Please select...
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Puerto Rico
Virgin Island
Northern Mariana Islands
Guam
American Samoa
Palau
Zipcode
Legal Status:
Please select...
501(c)3 / Nonprofit
501(c)4
B-Corp
Fiscally sponsored program of a 501(c)3
Private Foundation
EIN
Use format ##-#######
Please briefly describe the organization's mission and core programs/services.
Financial Information (Organization One)
How would you describe the organization's financial health?
Please select...
Strong
Stable
Weak
Crisis
In the most recent fiscal year, did the organization show a surplus, a deficit, or breakeven?
Please select...
Surplus
Breakeven
Deficit
In the current fiscal year, do you expect a surplus, a deficit, or breakeven?
Please select...
Surplus
Breakeven
Deficit
Do you receive, or have you received in the last three years, support from?
The Altman Foundation
The Booth Ferris Foundation
The Clark Foundation
The Heckscher Foundation
The JM Kaplan Fund
The New York Community Trust
The Thompson Family Foundation
The Lily Auchincloss Foundation
The Mertz Gilmore Foundation
None of the Above
Please attach the following documents where available/applicable
Audited Financial Statements
Most Recent Unaudited Financials
Current Year Budget/Projections
Project Budget (if applicable)
Other Documents (up to three) that you would like us to review
Please note that while this materials are not mandatory at this point they will be required to move to the next phase of the process.
If you are attaching other files please describe them:
Attach files here
Contact and Organization Information (Organization Two)
Contact Information
Last Name
First Name
Email
Title
Phone Number
Use format ###-###-####
Is the primary contact also the Executive Director / CEO?
Please select...
Yes
No
Executive Director
Last Name
First Name
Phone
Email
Title
Organization Information
Organization
Website
Street Address
Town/City
State
Please select...
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Puerto Rico
Virgin Island
Northern Mariana Islands
Guam
American Samoa
Palau
Zipcode
Legal Status:
Please select...
501(c)3 / Nonprofit
501(c)4
B-Corp
Fiscally sponsored program of a 501(c)3
Private Foundation
EIN
Use format ##-#######
Please briefly describe the organization's mission and core programs/services.
Financial Information (Organization Two)
How would you describe the organization's financial health?
Please select...
Strong
Stable
Weak
Crisis
In the most recent fiscal year, did the organization show a surplus, a deficit, or breakeven?
Please select...
Surplus
Breakeven
Deficit
In the current fiscal year, do you expect a surplus, a deficit, or breakeven?
Please select...
Surplus
Breakeven
Deficit
Do you receive, or have you received in the last three years, support from?
The Altman Foundation
The Booth Ferris Foundation
The Clark Foundation
The Heckscher Foundation
The JM Kaplan Fund
The New York Community Trust
The Thompson Family Foundation
The Lily Auchincloss Foundation
The Mertz Gimore Foundation
None of the Above
Please attach the following documents where available/applicable
Audited Financial Statements
Most Recent Unaudited Financials
Current Year Budget/Projections
Project Budget (if applicable)
Other Documents (up to three) that you would like us to review
Please note that while this materials are not mandatory at this point they will be required to move to the next phase of the process.
If you are attaching other files please describe them:
Attach files here
Loan Application: Loan Information
What type of loan are you seeking?
Please select...
Working Capital
Real Estate Finance
Refinancing
Bridge Finance
Expansion/Growth
Other
Please briefly describe how you will use the proceeds of the loan?
What is the total amount of the loan that you are seeking?
How long do you expect to need the funds?
Please select...
< 1 Year
1-3 Years
3-5 Years
More than 5 years
How will you repay the loan?
Please select...
Refinancing by other lenders at project completion
City or State Funding
Operating Surplus
Earned Income
Sale of an asset
Philanthropy
Other/Unsure
Please explain what conversations you have had with traditional lenders (e.g. banks or CDFIs). Why is the loan not easily financed by these lenders?
What will the funds allow you to do in terms of program impact and how will this be measured?
Is the board aware that you are seeking a loan?
Please select...
Yes
No
Board Member
Merger and Sustainable Collaboration Application: Process Status
Please very briefly explain the potential collaboration and the current status of the process
What is the status of the collaboration?
Please select...
Exploration has not started
Exploration/Discussion
Planning
Implementation
Completed
How do the organizations know each other
Overlapping Board Members
Common Funders
Joint Programmatic Work
Staff Connections
Other
If this survey is not being filled out by one of the contacts please briefly explain who you are and what role you are playing in the proposed collaboration
What best describes the type of collaboration you are proposing?
Please select...
Merger
Program
Back Office
Other
Don't know yet
How long ago did discussions begin?
Please select...
Less than one month
1-3 months
3-6 months
6-12 months
12-24 months
Don't know
Have not begun yet
Who first initiated discussions
Please select...
Executive Director/President/CEO
Board Member(s)
Funder(s)
Community Leaders/ Organizations
Other
Is this the first time the organizations have been in discussions?
Please select...
Yes
No
If a Memorandum of Understanding (MOU), Term Sheet, or similar document has been signed b the organizations, please attach it:
What are the principal benefits of the proposed collaboration?
What are the principal risks associated with the proposed collaboration?
Have you estimated the one-time costs associated with exploring or completing the collaboration?
Please select...
Yes
No
It's in process
Please attach a spreadsheet with a a breakdown of the estimated costs and note any which have already been paid.
Merger and Sustainable Collaboration Application: Process (continued)
In addition to a possible grant from from SeaChange or its affiliated funds, how do you expect that the costs will be covered?
Funding from one or more of the organizations
New Support from Existing Funders
Support from New Funders
Have other funders been approached for support
Please select...
Yes
No - But we intend to
No - We do not intend to
If yes, please provide a list of potential and committed funders and their actual/expected levels of support
Has a consultant/mediator/facilitator been engaged in the process?
Please select...
Yes
Not Yet
We do not intended to use a consultant
Please explain who retained (or expect to retrain) and the process by which they were selected
If you have signed (or expect to sign) an engagement letter, please attach it
Consulting Inquiry
What best describes your consulting need?
Please select...
Financial Analysis/Modeling
Restructuring Support
Risk Management
Fund Structuring and Design
Transaction Support
Other
Please describe the situation that you face and how you believe SeaChange may be able to help.
Please rest assured that all information collected by SeaChange will be treated confidentially.
Please attached any files that you think would be helpful for us in understanding your situation?
Thanks for your interest
We take confidentiality very seriously. However, in order to move forward with a grant or loan we will need to seek approval from certain of our funding partners. Do we have your permission to share your information with our funders at this time?
Please select...
Yes
No
We strive to be respectful of the scarce time of our potential nonprofit partners. How long did this form take you to complete?
Please select...
Less than one hour
Two - Three Hours
More than three hours
Do you have any comments on what would make it more helpful?
Contact Information