Organizational Structures
This module focuses on identifying assets, considering range of opportunities, exploring organizational capacity and structures. Participants will gain an understanding of capacity and internal infrastructure (staffing, governance, organizational leadership), influence of different structures on revenue (University vs parent institution, For profit vs nonprofit), and differentiating between internal data products.
DATE
Friday, April 24, 2026
TIME
12:00 pm - 1:30 pm ET
VENUE
PRESENTERS
Managing Director at Envoy
Salomon Moreno-Rosa
Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform inclusive hiring, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.
Alejandra Piers-Torres
Manager at Envoy
Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.
Rothschild Toussaint
Associate at Envoy
Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.
Session Agenda
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Welcome & Ice Breaker
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Review of Last Module
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Module 2: Organizational Structures
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Next Steps
Forming Companies
The document is a comprehensive guide to forming corporations and LLCs, covering the benefits of incorporation, choosing a state, selecting an entity type, naming a corporation, and understanding legal and operational requirements. It emphasizes liability protection, tax advantages, and establishing professional identity while detailing step-by-step procedures like filing articles of incorporation, appointing directors, and maintaining corporate formalities.
The document explores the role of corporations in driving U.S. economic growth and global competitiveness, focusing on their governance structures and reforms. It highlights challenges such as private equity influence, foreign market competition, and shareholder activism while advocating for preserving effective corporate governance models.
Corporation
The document provides guidance on corporate and risk governance for banks, detailing the roles of boards and management in oversight, risk assessment, compliance, and internal controls. It emphasizes the need for a strong governance framework tailored to a bank's size, complexity, and risk profile to ensure safety, soundness, and public confidence.
Nonprofit Structure Resources
Fiscal Sponsor
The document provides an overview of fiscal sponsorship as an alternative way to forming a nonprofit corporation. It explains how fiscal sponsorship allows projects to operate under an existing nonprofit's tax-exempt status, reducing administrative burdens while enabling fundraising and program execution. It outlines the benefits, drawbacks, and steps to establish such an arrangement.
The document serves as a guide for nonprofits acting as fiscal sponsors, emphasizing the importance of understanding their roles, legal responsibilities, and potential risks. It outlines best practices, models of fiscal sponsorship, administrative processes, and considerations for aligning with sponsored projects' missions while maintaining oversight and discretion over funds.
501c3
The document explains fiscal sponsorship as a means for non-tax-exempt projects to access charitable funding through an IRS-recognized 501(c)(3) organization. It highlights the fiscal sponsor's roles, including fiduciary oversight and financial management, and outlines benefits like tax-deductible donations and administrative support. It also discusses legal compliance, written agreements, and scenarios where fiscal sponsorship is beneficial.
The document provides an in-depth exploration of Comprehensive Fiscal Sponsorship (CFS), a model where a nonprofit integrates unincorporated projects into its structure, offering administrative, legal, and operational support. It explains the benefits of CFS, such as cost savings, risk management, and focus on mission-driven work, while addressing misconceptions and emphasizing its role as a sustainable alternative to incorporation or merger for nonprofits.
The document provides a step-by-step guide to starting a 501(c)(3) nonprofit organization, covering feasibility assessment, building a foundation with a mission, vision, and board of directors, filing articles of incorporation, obtaining tax-exempt status through IRS Form 1023, and maintaining compliance with state and federal requirements. It also includes tips on sustaining operations, ensuring proper governance, and managing financial records to retain tax-exempt status.
The document serves as a comprehensive toolkit for starting a nonprofit organization, covering foundational steps such as conducting market research, crafting mission and vision statements, drafting articles of incorporation and bylaws, and forming a board of directors. It emphasizes alternatives to starting a new nonprofit, the importance of market need assessment, and strategies for governance, funding, and community engagement to ensure organizational success and sustainability.
For Profit Structure Resources
General
The "Entrepreneur Toolkit" document outlines key considerations and strategies for entrepreneurs at various stages of their business lifecycle, from formation to liquidity and beyond. It includes guidance on establishing advisory relationships, structuring businesses, tax and estate planning, equity compensation, succession planning, and charitable giving.
The document serves as a guide to selecting a business structure for farmers markets, explaining the differences between sole proprietorships, partnerships, LLCs, corporations, nonprofits, and cooperatives. It highlights key factors such as liability protection, taxation, and decision-making authority, and emphasizes the importance of actively adopting a suitable structure to align with operational goals, reduce risks, and meet legal requirements.
The document provides a detailed guide to forming corporations and LLCs, covering topics such as liability protection, tax savings, professional identity establishment, and compliance with state and federal requirements. It outlines the steps for selecting a business structure, filing articles of incorporation, appointing directors, and maintaining corporate formalities, while highlighting MyCorporation's services for business formation and management.
The document discusses the importance of aligning organizational values with employee values and strategy to enhance performance, satisfaction, and retention. It outlines a five-step process for achieving values alignment, emphasizing inclusivity, strategic alignment, and meaningful employee engagement.
The document provides a comprehensive guide for financial services institutions (FSIs) to develop effective governance operating models. It emphasizes translating governance frameworks into actionable structures, processes, and responsibilities that enhance oversight, risk management, and regulatory compliance. The model includes four key components: structure, oversight responsibilities, talent and culture, and infrastructure. It outlines steps for design, implementation, and continuous improvement to align governance with strategic objectives and stakeholder expectations.
The document, from the U.S. Small Business Administration, outlines various business structures, including sole proprietorships, partnerships, LLCs, corporations (C corps, S corps, benefit corporations), nonprofits, and cooperatives. It explains their implications for taxes, liability, and operational requirements, helping entrepreneurs choose the structure best suited to their needs. It also highlights the importance of consulting with professionals to navigate legal and tax considerations effectively.
LLC
The document provides instructions for understanding the federal tax implications of Limited Liability Companies (LLCs), particularly those associated with tax-exempt organizations. It explains key considerations, such as the tax treatment of single-member and multi-member LLCs, conditions for disregarded entities, and compliance requirements for tax-exempt LLCs. It includes a model information letter for addressing federal tax inquiries and highlights the importance of aligning LLC activities with the tax-exempt purposes of its owner to avoid jeopardizing tax-exempt status.
The document explains the importance of operating agreements for Limited Liability Companies (LLCs), highlighting their role in governing financial and operational decisions, clarifying verbal agreements, and protecting limited liability status. It outlines key components such as ownership percentages, voting rights, responsibilities, and profit distribution.
B Corp
This document is a detailed guide for small enterprises aiming to achieve B Corp Certification. It outlines the certification process, including completing the B Impact Assessment, meeting performance and transparency standards, and adhering to legal requirements. It provides step-by-step instructions for data collection, verification, and certification, emphasizing stakeholder governance and ongoing improvement. The guide also offers strategies for overcoming challenges, engaging internal teams, and leveraging the certification for external communication and business growth.
This guide provides entrepreneurs with a comprehensive overview of Certified B Corporations and Benefit Corporations, detailing their distinctions, benefits, and challenges. It outlines the steps for certification and incorporation, emphasizing the importance of social and environmental accountability, transparency, and legal considerations. The guide includes practical advice for navigating the certification process, managing resources, and aligning business practices with stakeholder-focused governance while addressing the evolving legal landscape of these designations.
This handbook provides a practical guide for businesses to use their operations as a force for good, emphasizing social and environmental performance, accountability, and transparency. It outlines the benefits of B Corp certification, including enhanced credibility, employee engagement, and investor attraction, while detailing the certification process, impact assessments, and strategies for improving corporate sustainability and mission-driven practices.