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.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Employer Id Number (EIN) if you already have one - otherwise put your SSN so we can obtain an EIN for your org.*
If you have an EIN already, enter it here. If not, please enter your SSN so we can get one for you!
Organization Address

Street Address

Street Address Line 2

CityState

Zip Code

About Your Organization
The Basics

We want to know all about your nonprofit. Tell us here.
Name of the Organization
Organization Email (if no email, use your personal email)
example@example.com
Organization Phone Number
Please enter a valid phone number.
Organization Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCounty

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.
Board Title
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Board Title
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Board Title
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Comment Section - add more board members names, titles, and address ( Aretha Simons, Director, 123 Mti Ave, Heaven, FL 88888)
Programs & Activities

Be detailed! We want to see the whole picture. Who will you help, how will you help them, what is your plan to make it happen? .

About Your Organization's Mission
Tell us about your organization *
Proposed Budget (please list your actual or proposed income and expenses) To be considered a small nonprofit your budget must be below $50,000 annually for three years*

More about your Organization
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. In additional, by answering yes, you may be required to complete the large nonprofit application form 1023.

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.
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!
Who referred you so we can thank them. Please add their name and number.
All done!

That's it! You can review your form or click Submit, and a Consultant will contact you soon after! By clicking Submit, you agree to allow us to respond on your behalf to any State Corporations Division or the IRS regarding your application, application status, tax exempt status, and eligibility. Your consultant is not a lawyer and cannot offer you legal advice; they will make recommendations based on experience. If you should need the services of a nonprofit lawyer, please inform your consultant and they will do their best to accommodate you. Our Money Back Guarantee applies to this application. If your IRS application is denied and we cannot appeal it or the IRS deems you ineligible for 501(c)3 tax exempt recognition, we will refund your full fee. If your consultant feels your application is at risk of being denied, they will keep you informed and you'll make the final decision. Any decision made against the recommendation of your consultant waives our Money Back Guarantee and releases us from any liability. Don't worry, we'll be really adamant about whether we think we should continue! Let's do this!
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Small Nonprofits Application

The Basics

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

Programs & Activities

Public or Private?

All done!