TechSoup_990-EZ: Stage 1 (Introduction)

*for clients who purchased this service through TechSoup
990-EZ + Annual Compliance Filing

Stage 1/3: Introduction
EIN Number:*
e.g., 23
Legal Name of Organization*
DBA Name (if applicable):
Please provide the answers to the questions below.*
YesNo, please contact me.

Financial Information
Where is the Bookkeeping/Accounting data currently stored?*
If you selected other or manual please specify:
If not already completed:

Please invite Paige Hudson | qbpaige@page-flips.com as an Accounting Firm user (no other users, please!) to the company file by going to Settings Gear: Your Company: Manage Users: Accounting firms: Invite.

Please see image below for an example
Which version of QBD are you currently using:
Prepare the following to upload via a secure site link (emailed once form is submitted):

About The Organization
Enter the organization's primary exempt purpose: (limit 1000 characters)*

0/1000
Enter directors individually in this formUpload an existing Board list (Excel or Word) that includes first and last name, title, mailing address
Select the total number of current Directors, Officers, and/or Trustees.
Director, Officer, or Trustee 1*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 2*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 3*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 4*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 5*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 6*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 7*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 8*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 9*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director, Officer, or Trustee 10*

First NameLast NameBoard Role or Officer Title
Mailing Address (if different than the org address)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Board of Directors File Upload (Excel or Word)*

Uploaded files are used solely for administrative and compliance purposes
Cancelof

What is the name and official title of the person submitting this form?
First Name* Last Name* Official Title*
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Email*
example@example.com
Signature*
Should be Empty:

*for clients who purchased this service through TechSoup

990-EZ + Annual Compliance Filing

Financial Information

About The Organization