TIMELINE B 2008

Center for Social Welfare under the American Constitutions


                                  January
  • 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. 
                                  February
  • 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.
                                   March
  • 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.
                                   April
  • 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.
                                   May
  • 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. 

                                  June

  • 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.    

                                  July

  • 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.

                                  August

  • 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.

                                September

  • 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.

                                 October

  • 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. 

                                 November

  • 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. 

                                 December

  • 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.

  

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