Small Nonprofit Preparation Client Information Form
  • Small Nonprofits Application

    We have been a document preparation company since 1999. We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, or defenses.
    • About Your Organization 
    • The Basics

      We want to know all about your nonprofit. Tell us here.
    • Organization Information

    • Who's On Your Team 
    • 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. Keep in mind that you may be one of the directors, please add your name/title in the first block.
    • Programs & Activities

      Tell us how you will carry out your mission. Include who you will serve, what services or programs you will provide, and your plan for making it happen.
    • About Your Organization's Mission 
    • More about your Organization 
    • Classification 
    • 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.
    • 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.
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