NONPROFIT SETUP QUESTIONNAIRE

Your Name*

First NameLast Name

Your Email*

example@example.com

Your Phone Number*

Area CodePhone Number

Desired Company Name 1:*

Desired Company Name 2:

Desired Company Name 3:

Identify 3 Officers: Typically a president, treasurer, and secretary. You will need their full mailing address. Unlike a regular corporation where you can only have 1 board member, you will need to choose a minimum of 3 board members for a nonprofit.

President Name:*

President Address*

Mailing Address

Street Address Line 2

City and State

Postal / Zip Code

President Phone Number:

Secretary Name:*

Secretary Address*

Mailing Address

Street Address Line 2

City and State

Postal / Zip Code

Secretary Phone Number:

Treasurer Name:*

Treasurer Address*

Mailing Address

Street Address Line 2

City and State

Postal / Zip Code

Treasurer Phone Number:

I would like to order

Tax Exemption Application Completion & Submission. Includes EIN, & Standard Bylaws. This option is for nonprofits that have already been created on the state level, and they are now filing for tax exemption status. DOES NOT INCLUDE THE IRS $275 FEE (AS OF 10/2024) OR CORPORATE KIT (ledger, certificates, corporate seal, etc). TOTAL COST FOR THIS SERVICE IS $895.00 +IRS FILING FEES.Corpoate Kit. Includes stock certificates, ledger, corporate seal, and report on how to stay compliant. TOTAL COST FOR THIS SERVICE $125. You would add this fee to the $895 above if you want a corporate kit and the compliance report.Full-Service ILLINOIS RESIDENTS ONLY. Includes state entity registration & Federal tax exemption application. All Fees are included: Illinois State Fee, Federal Tax exemption application fee, Corporate Kit, Compliance Report, and our Fee for service. TOTAL COST FOR THIS SERVICE IS $1,400.00

Nonprofit Mailing address that the public will see: We always recommend a virtual mailing address for $10 a month, or $99 a year but this service is optional. Any mail received would be scanned, and sent to you in email.

If you want a virtual mailing address, do you want the $10 per month plan, or the $99 a year plan?*

$10 a month$99 a yearI don't want either. I will use my own address.

If you DO NOT want to keep your address private by using a virtual mailing address, please type your complete mailing address (include apt #, city, state, and zip code) to be used in public records, mail, and all business communications.

** A registered agent ** is a responsible 3rd party that can received mail & notices from the Secretary of State, and other official government notifications on behalf of the corporation or LLC. By choosing Howard Tax Prep LLC as your registered agent, you will stay on top of your annual filing requirements with our compliance calendar & reminder emails. If you selected the virtual address for your business, you will also further maintain your privacy by using the registered agents address on the public record with the state. Please select your registered agent choice below.

I would like the following to be my registered agent: (Please note, if you choose Howard Tax Prep LLC to be your registered agent, you will be billed in the amount of $120 for the year).*

Howard Tax Prep LLC ($120 annually)Myself (type full name and address below)Other person (type full name and address below)

If you DO NOT want to use Howard Tax Prep LLC as your registered agent, please provide your registered agent name & address. FYI you can be your own registered agent.

Nonprofit Phone number for the public to use. You can create and use a google voice until you start bringing in revenue. Here is the link to setup a free google voice number https://voice.google.com.

Nonprofit Phone Number.

Logo: Optional, but strongly recommended: We recommend logo genie or fiverr.

Google voice #: https://voice.google.com/

Website: Highlighting what you do, the work that you’re currently doing, or have done to fulfill your mission. You can use a free website provider like wix.com but you will need to pay for a domain name (your address on the internet).

Letterhead: Used to request sales tax exemption from the state & other business correspondence. You can order the small 15 page packet from Vistaprint to get started. ** Tip, Vistaprint also has logos.

To qualify for exemption as a section 501(c)(3) organization, you must be organized and operated exclusively to further one or more of the following purposes.

Charitable
Religious
Educational
Scientific
Literary
Testing for public safety
Foster national or international amateur sports competition
Prevention of cruelty to children or animals

To qualify for exemption as a section 501(c)(3) organization, you must:

Refrain from supporting or opposing candidates in political campaigns in any way.
Ensure that your net earnings do not inure in whole or in part to the benefit of private shareholders or individuals (that is, board members, officers, key management employees, or other insiders).
Not further non-exempt purposes (such as purposes that benefit private interests) more than insubstantially.
Not be organized or operated for the primary purpose of conducting a trade or business that is not related to your exempt purpose(s).
Not devote more than an insubstantial part of your activities attempting to influence legislation or, if you made a section 501(h) election, not normally make expenditures in excess of expenditure limitations outlined in section 501(h).

PLEASE READ & SIGN: I understand that I have not been guaranteed or promised that the IRS will grant me tax exemption. The IRS is the only one that can determine or grant my organization with nonprofit status.

Signature*

PLEASE READ & SIGN: I understand & agree that Howard Tax Prep LLC is providing me with entity creation, EIN, bylaws, & the completion of the IRS tax exemption form on my behalf.

You must CLICK HERE to read our REFUND POLICY.

I reviewed, and read the refund policy (click the link above), & understand the terms.*

Yes

I acknowledge that the fees, once charged, are non-refundable. Please Place Your Initial's in the box. *

Mission Statement: (Please see below for examples).*

NPR-"Story by story, we bring you the world."

Alex’s Lemonade Stand-"To raise money and awareness of childhood cancer causes, primarily for research into new treatments and cures, and to encourage and empower others, especially children, to get involved and make a difference for children with cancer."

The Humane Society-"Celebrating Animals, Preventing Cruelty."

Diabetes Sisters-"To improve the health and quality of life of women with diabetes and to advocate on their behalf."

Greenpeace-"We defend the natural world and promote peace by investigating, exposing and confronting environmental abuse, and championing environmentally responsible solutions."

College Bound Opportunities -"College Bound Opportunities mentors economically disadvantaged students to unleash their potential, graduate college, pursue meaningful professions, and inspire others to follow in their footsteps." Human Rights Watch-"Defends the rights of people worldwide."

Wings of Hope-"To deliver humanitarian programs to the poor and underserved so they can hope for a better future. Instead of simply providing charity, we work side by side with communities as they work toward self-sufficiency."

Girl Scouts-"Girl Scouting builds girls of courage, confidence, and character, who make the world a better place."

Stroke Association-"Build healthier lives, free of cardiovascular diseases and stroke."

Keep America Beautiful-“We inspire and educate people to take action every day to improve and beautify their community environment."

Teach for America-"Growing the movement of leaders who work to ensure that kids growing up in poverty get an excellent education."

ALS Association-"Leading the fight to treat and cure ALS through global research and nationwide advocacy while also empowering people with Lou Gehrig’s Disease and their families to live fuller lives by providing them with compassionate care and support."

Bright Pink-"To save women’s lives from breast and ovarian cancer by empowering them to live proactively at a young age."

Watts of Love-"Watts of Love is a global solar lighting nonprofit bringing people the power to raise themselves out of the darkness of poverty."

Prevent Child Abuse America-“To prevent the abuse and neglect of all children in the United States.”

Transaction #:

Invoice

Agent Initials

501(c)(3) Federal tax exemption application assistance intake form.