Large Nonprofits Intake Form

Large Nonprofits Intake Form

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Client Details (Main Contact Person)

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry
- Section 1: Organization Details
- Legal Name of Organization (as registered with your state department or desired name if not registered yet)
- EIN (Employer Identification Number)
  If you have an EIN already, enter it here. If not, please enter your SSN so we can get one for you!
- State and County of Incorporation:
- Incorporation Date:
- Organization Email (if no email, use your personal email)
  example@example.com
- Website*
  example@example.com
- Organization Phone Number
  Please enter a valid phone number.
- Organization Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Leadership & Governance/ Board Members *If you have more than 3, add them in the comment section)
  
  List the names, titles and mailing addresses of your officers, directors, and/or trustees. For every pair of your members that are related, add an additional 3 members to offset them during a vote.
- Do any board members receive compensation of more $50,000 per year and have a conflict of interest? Yes or No
- Name of President or Senior Religious Leader (Pastor, Imam, Rabbi, etc.) Pastor can also so serve as the President. Please complete details below if Pastor is also a board member.
- Board Title
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Board Title
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Board Title
- Name
  
  First NameLast Name
- Address
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip CodeCountry
- Program Plan
  
  Please provide a detailed description of how your organization will carry out its mission. We are looking for a complete picture of your planned activities and operations. Include, where applicable: Who you will serve (population, community, or constituency). What programs or services you will provide. How services will be delivered (methods, frequency, locations). Who will deliver the services (staff, contractors, volunteers). Your operational plan and timeline for implementation. How these activities support your charitable, educational, or religious purpose. For churches: Please include your church history (when and why the church was established) and your regular service schedule (days and times). For schools: Please describe your educational model, grade levels served, instructional approach, and academic calendar.
- Describe your mission *
- Budget (please list your actual or proposed income and expenses) Churches complete the budget section below*
- Check the boxes for "Yes"
  
  Do you or will you attempt to influence legislation?Do you or will you pay compensation to any of your officers, directors, or trustees?Do you or will you donate funds to or pay expenses for individual(s)?Do you or will you conduct activities or provide grants or other assistance to individual(s) or organization(s) outside the United States?Do you or will you engage in financial transactions (for example, loans, payments, rents, etc.) with any of your officers, directors, or trustees, or any entities they own or control?Do you or will you have unrelated business gross income of $1,000 or more during a tax yearDo you or will you operate bingo or other gaming activities?Do you or will you provide disaster relief?
- If you selected "Yes" for any of the above please provide a detailed explanation.
- Public or Private?
  
  Every organization described in section 501(c)(3) has a foundation classification. The two main classifications are public charity and private foundation. A public charity generally has a broad base of support, while a private foundation generally receives its support from a small number of donors. Your foundation classification is important because it determines which tax rules govern your operations and which limitations apply to your donors’ contributions.
- Choose One to Determine the Type of Charity You Have
  
  You normally receive MOST of your support from public sourcesYou normally receive MOST of your support from gifts, grants, membership fees, and activities related to your nonprofit, AND you only receive a small amount of income from investors or activities unrelated to your nonprofitYou are operated for the benefit of a college or university that is owned or operated by a governmental unit.Private Charity (Select this option if the above don't apply to you) Don't worry if you don't know how you'll receive funds just yet. Just select how you PLAN to receive funds in the future!
- Choose One
  Please choose one. Your consultant will have additional questions for you during your consultation based on your answer.
- Upload income and expense to provide to the IRS
  
  Cancelof
- How many members do you have?
- How many actually attend church?
- Was your Pastor ordained through a college, course of study, or laying on of hands? Please explain your answer.
- Brief Description of Religious Beliefs/Doctrine (2–3 sentences) and Denomination or Faith Tradition (e.g. Baptist, Pentecostal, Islam, etc.)
- Describe Your Regular Worship Services (days, times, attendance): If you have a social media page so we can screenshot a copy of the day/times to send to the IRS please add your social media link
- Do you have a church lease or mortgage in the church name? If yes, the IRS will require a copy. This will help your determination for 501c3 status.
  
  YesNo
- Please upload a copy of your lease or mortgage in the organization’s name. If you experience any issues with the upload, please email the document to info@arethasimons.comIf sending via Google Drive, please share the file with multiplyingtalents@gmail.com (To ensure nothing is missed, emailed documents are preferred if you encounter upload difficulties.)
  
  Cancelof
- Upload a four-year budget projection, or if your organization is more than three years old, income and expenses for the past three years. If you have trouble uploading, email your document to info@arethasimons.com.
  
  Cancelof
- Do you have a schedule of services posted on your website, flyer, or social media?If yes, please upload a copy below. A screenshot from social media is acceptable.
  
  YesNo
- Newsletter, Religious material
  
  Cancelof
- Upload a signed and dated copy of your Bylaws
  
  Cancelof
- Final Step
  
  You’re almost done. Please review your information, then click Submit to complete your intake. A consultant will contact you shortly to confirm next steps. By submitting this form, you authorize us to communicate on your behalf with the appropriate State Corporations Division and the IRS regarding your application, application status, tax-exempt status, and eligibility. Please note that your consultant is not an attorney and cannot provide legal advice. Recommendations are based on professional experience and best practices. If legal counsel is required, please inform your consultant and we will do our best to coordinate accordingly. Our Money-Back Guarantee applies to this application. If your IRS application is denied and cannot be appealed, or if the IRS determines your organization is ineligible for 501(c)(3) tax-exempt recognition, your full fee will be refunded. If, at any point, your consultant believes your application may be at risk of denial, you will be informed promptly and given the opportunity to decide how to proceed. Any decision made contrary to your consultant’s recommendation waives the Money-Back Guarantee and releases us from related liability.
- Should be Empty:

Large Nonprofits Intake Form

Section 1: Organization Details

Leadership & Governance/ Board Members *If you have more than 3, add them in the comment section)

Program Plan

Public or Private?

Final Step