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Training | Programs
Organzing
Nonprofits
Agency | Firm
Contact
Prospective Client Form
501(c)(3) Application Questionnaire
Section 1: Organization Information: Organization Name
*
Is this a rushed service?
*
(additional fees apply for rushed service. turnaround times are usually a week)
Yes
No
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
Primary Contact Phone Number
(###)
###
####
EIN (Employer Identification Number)
Mailing Address
*
(no symbols or characters, ie: commas, periods, etc.)
Date of Formation
*
MM
DD
YYYY
State of Formation
*
MI
Other
If "other", please list state:
Type of Organization
*
Corporation
LLC
Unincorporated Association
Trust
Has the organization filed any IRS Forms 990, 990-EZ, or 990-N?
*
Yes
No
Section 2: Organizational Purpose and Activities: Mission
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What are the organization's main activities?
*
What population(s) does your organization serve?
*
Youth
Elderly
Underrepresented Communities
Other
If "other", please provide details:
Is the organization involved in political or lobbying activities?
*
Yes
No
If "yes", please provide details:
Will the organization provide scholarships, grants, or other financial assistance?
*
Yes
No
If "yes", describe the criteria for selection:
Section 3: Governance and Financial Information: Names and Titles of Board Members and Officers
*
(please no more than five)
Estimated Annual Gross Receipts
*
(should not be more than $50,000 for rushed approvals, can be updated later)
Less than $50,000
More than $50,000
Estimated Total Assets
*
Less than $250,000
More than $250,000
Will the organization engage in any of the following?
*
Fundraising Activities
Receive donations
Hold intellectual property rights
Operate a business enterprise
Does the organization intend to pay compensation to any of its officers, directors, or trustees?
*
Yes
No
If "yes", provide details:
Section 4: Conflict of Interest Policy: Does the organization have a conflict of interest policy?
*
Yes
No
Section 5: Eligibility and Compliance Information: Does your organization operate in the United States?
*
Yes
No
Will the organization limit its activities to a single state?
*
Yes
No
Has the organization ever been revoked by the IRS?
*
Yes
No
Is the organization a successor to a previously formed organization?
*
Yes
No
If "yes', provide the predecessor's name and EIN:
Does your organization provide services outside the United States?
*
Yes
No
If "yes', describe the activities and countries served:
Section 6: Additional Information: Does your organization have a website or social media presence?
*
Option 1
Option 2
If "yes", list links:
Is there any additional information you would like us to consider?
Thank you!