NONPROFIT TAX QUESTIONNAIRE
Tax Year:
*
General Information
Legal Name of Organization:
*
EIN (Employer Identification Number):
*
Fiscal Year End:
*
-
Month
-
Day
Year
Date
Name
First Name
Last Name
Mailing Address:
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
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Connecticut
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District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
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Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
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Mississippi
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Montana
Nebraska
Nevada
New Hampshire
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New Mexico
New York
North Carolina
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Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Website:
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Contact Person for Return:
*
First Name
Last Name
Contact Person Title:
*
Contact Person Address:
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Contact Person Phone:
*
Please enter a valid phone number.
Contact Person Email:
*
example@example.com
Organization Type:
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Public Charity / 501(c)(3)
Private Foundation / 501(c)(3)
Other 501(c) Entity
Annual Gross Receipts
Gross receipts include all income (donations, grants, program revenue, fundraising, investment income, etc.) before expenses.
What were your organization's total gross receipts for the most recently completed tax year?
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$50,000 or less
More than $50,000 but less than $200,000
$200,000 or more
Total Assets
Assets include cash, investments, property, equipment, receivables, etc.
What were your organization’s total assets at the end of the year?
*
Less than $500,000
$500,000 or more
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Does Brown's Advisory & Accounting Firm currently manage your bookkeeping?
*
Yes
No
Upload Profit & Loss (Statement of Activity)
*
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Upload Balance Sheet (Statement of Financial Position)
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Organizational Structure
Has the organization’s structure changed in the past year?
*
Yes
No
If yes, please explain:
Is the organization a church or church-affiliated?
*
Yes
No
Is the organization exempt under a group ruling?
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Yes
No
Governing Body & Management
Provide a current list of officers, directors, trustees, and key employees:
Provide a current list of officers, directors, trustees, and key employees:
*
Name
Title
Hours/Week
Compensation
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Were there any changes in governing documents (bylaws, articles) during the year?
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Yes
No
Did any officers or board members resign or join during the year?
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Yes
No
Any conflicts of interest or related-party transactions?
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Yes
No
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Compliance
Did the organization engage in any lobbying activity?
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Yes
No
Did the organization conduct any political campaign activities?
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Yes
No
Did the organization receive any non-cash donations (e.g., donated goods, services, property)?
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Yes
No
Were any grants made to individuals or other organizations?
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Yes
No
Was fundraising outsourced to a professional fundraiser?
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Yes
No
Was the organization a party to any leases, loans, or contracts with board members or key employees?
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Yes
No
Did the organization make payments to independent contractors of $600 or more?
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Yes
No
Did the organization operate internationally?
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Yes
No
Were there new or terminated related organizations?
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Yes
No
Does the organization have a conflict of interest policy?
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Yes
No
Was an independent audit conducted?
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Yes
No
Are financials reviewed or approved by the board?
*
Yes
No
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Program Service Accomplishments
Please describe the organization's primary exempt purpose and major programs. Upload Organizational documents and Bylaws if needed.
*
Upload Organizational documents and Bylaws
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Private Foundations
Was the foundation engaged in direct charitable activities?
*
Yes
No
Any excise tax payments or self-dealing transactions?
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Yes
No
Did the foundation meet minimum distribution requirements?
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Yes
No
List of investment holdings (stocks, bonds, etc.)
List of grants paid to other organizations or individuals
Any unpaid grants from previous years?
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Yes
No
Were there investment income earnings?
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Yes
No
Has the foundation calculated its 1.39% excise tax on net investment income?
*
Yes
No
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Signature
I certify that the information provided is accurate to the best of my knowledge.
Signature:
*
Name:
*
First Name
Last Name
Title:
*
Date
*
-
Month
-
Day
Year
Date
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