Nonprofit Formation & 501(c)(3) Assistance Request Form
Looking to start or formalize your nonprofit organization? Complete this form so we can guide you through formation and 501(c)(3) tax-exempt status with the IRS. Please provide accurate details to avoid delays.
Applicant Information
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Back
Next
Organization Details
Proposed Organization Name
*
Alternate Name (Recommended)
State of Formation
*
Please Select
Sole Proprietorship
LLC
C Corp
S Corp
Partnership
Non Profit
Organization Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Has your nonprofit already been registered with the state?
Yes
No
State Registration Date
-
Month
-
Day
Year
Date
Upload Formation Documents
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Mission & Purpose
Describe your organization’s mission.
*
Who will your organization serve?
Planned activities/programs
Back
Next
Board of Directors
Number of Board Members
*
List Board Members (Names, Roles, Contact Info)
*
Back
Next
Structure & Compliance
Do you have bylaws in place?
Yes
No
Would you like us to prepare bylaws?
Yes
No
Do you have a conflict of interest policy?
Yes
No
Do you already have an EIN?
Yes
No
Would you like us to obtain your EIN?
Yes
No
Back
Next
501(c)(3) Application
Are you applying for tax-exempt status?
Yes
No
Select application type
Please Select
Form 1023 (Standard)
Form 1023-EZ
Not Sure
Estimated annual revenue
Please Select
Under $50,000
$50,000–$250,000
$250,000+
Back
Next
Financial Information
Expected funding sources
Please Select
Donations
Grants
Fundraising Events
Membership Fees
Other
Do you have a budget prepared?
Yes
No
Need help creating a budget?
Yes
No
Do you need expedited assistance?
Yes
No
Select urgency
Standard
Rush
Priority
Back
Next
Additional Services
Would you like help with the following?
Anything else we should know?
Back
Next
Authorization
Signature
Continue
Continue
Should be Empty: