TIMELINE B 2008
- Draft Business Plan revised with input from Directors, Advisory Committee and others;
- Center=s President discusses its mission, projects, and strategies in meeting with visiting group of students from Amherst College.
- Business Plan finalized;
- Articles of Incorporation amended to formalize current organization name;
- Work on application for IRS recognition of Center=s tax-exempt status under section 501(c)(3) begun.
- Board members adopt Conflict of Interest Policy and annual verification requirements;
- Center submits 110-page application to IRS for section 501(c)(3) status, including Business Plan and revised, comprehensive legal memorandum on exclusionary housing policies.
- Center writes to other nonprofit, legal services organizations that work on housing issues in Washington, D.C. area, to get their feedback and explore possible collaboration;
- Center refocuses Business Plan and legal memorandum for those organizations and includes them in mailings.
- Center drafts Bylaws, sets June 25 organizational meeting, and begins discussions with area legal services organizations;
- Center=s President meets Prof. Joseph Ellis, a leading historian of Revolutionary and Constitutional-era United States.
- Center=s President meets with David Rusk, nationally-recognized affordable housing expert, who calls Center Aa Godsend@ and discusses possible collaboration.
- Center holds organizational meeting, adopts Bylaws, formally establishes Board of Directors;
- Prof. William A. Fischel, a leading expert on zoning economics, becomes fifth member of Advisory Committee.
- Center receives request for further information from IRS and reviews attached IRS guidelines for public interest law firms, with which IRS requests compliance;
- Center discusses how it can comply with all those guidelines;
- Center=s President meets with Washington Lawyers= Committee for Civil Rights and Urban Affairs (which addresses housing discrimination issues); Committee officials express support for Center.
- Center holds Special Meeting, in which it:
- Elects new Director, Michael J. Clark, Esq., to replace Phyllis J. Loftus (who resigned to permit Center to comply with all IRS guidelines);
- Adopts document defining duties of directors and assigns duties to directors and officers; and
- Amends Bylaws to change title of Center=s Financial Officer.
- Center submits response to IRS regarding all its requests for further information;
- IRS approves Center=s application for recognition of its tax-exempt status;
- Center=s President meets Prof. Gordon Wood, a leading historian of Revolutionary and Constitutional-era United States.
- Center=s President and Secretary meet with Prof. Fischel in Hanover, NH;
- Center plans first fundraising effort; Center=s President attends seminar on AFundraising and the New Economic Realities@ and makes helpful contacts;
- Center starts receiving help from volunteer agencies on fundraising.
- Nonprofit fundraiser Sarah Coviello advises Center on funding strategies;
- Center launches initial website (http://cswac.org) with help of volunteer Vanessa Lindlaw.
- Center holds quarterly meeting and first annual meeting; re-elects Board members, adopts 2009 budget; makes decisions on initial fundraising effort and website development.
- Center completes updating of legal memorandum on exclusionary housing policies and initial Strategic Plan to address national financial crisis;
- Center re-launches website in upgraded format;
- Center completes and sends its first fundraising appeal, including new Project Summary.