Welcome - 501(c) Reinstatement Organizer
Welcome to the BryteBridge Family! We have helped launch over 35,000 nonprofits since inception. Our priority is to build lasting relationships with our clients, as it brings us great satisfaction to watch our clients and their nonprofits not only grow but thrive. We value our customers and will
work hard to earn your trust. As a company whose DNA is to do well by doing good, we pledge to treat our clients with kindness, respect, and professionalism. We look forward to joining forces with you in your efforts to support and grow your Nonprofit. We
are confident that we can minimize the stress of the set-up process for your nonprofit, by providing quality work and great customer service. To help us best guide you, please allow 10-15 minutes to complete the intake questionnaire. Providing clear and accurate information will help us best represent and support you throughout the process.
Point of Contact Information
Please provide the information for the person who we will be primarily contacting for the completion of this service.
Please tell us which best describes your role to the organization.
If you selected other above
Phone of point of contact completing the intake questionnaire.
Email of point of contact completing the intake questionnaire.
Address of point of contact completing the intake questionnaire. If this is the same address that will be used as the physical or mailing address for the company you will be able to apply to future questions throughout the questionnaire.
Organizational Information
Below we will gather the information regarding your nonprofit corporation or clarify any steps that may have already been completed.
Legal name of corporation
An employer identification number (EIN) is a nine-digit number assigned by the IRS.
Please share the state you were formed in
Date of the formation of your corporation with the state.
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When many nonprofits lose their 501 status, it's not uncommon they also have lost good standing with their state
What states do you currently operate within or plan to operate your business within the next 12 months, not including Formation State. Organizations must meet the specific requirements of the state they are registered in and states that they operate or conduct business in. For example, operating in New York, but also doing business or events in New Jersey. Failure to maintain an organization’s compliance may result in penalties and fines, and can hurt your nonprofit’s reputation. Please answer and we can best guide you if you are not registered correctly.
The most common fiscal year-end is December.
Additional Contact Information
In the event you need to provide additional contact information other than the primary point of contact, please enter below.
Common examples are info@helptheworld.org or Treasurername@helptheworld.org
This could be the mainline or home office number.
Leave blank if you don't have a website yet. Please note, BryteBridge builds low price websites for Nonprofits. Please let us know if you'd like to learn more 1-877-857-9002.
Your Organization's Physical address, Mailing address and Registered Agent Information
When starting a company – whether a nonprofit or for-profit business – it is important to know that most (if not all) states will require that you have multiple addresses on file, all of which serve a different purpose. In this section we will go over each address type and gather the pertinent information.
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- Physical address – To begin with, the state wants to know what address you are conducting your physical business in. This information will be public record. This can be a home address, an actual brick-and-mortar business address, or a third-party provider (like a virtual office).
- Mailing address – About as simple as it sounds – this is where the state will send mail to (from them). Commonly, this is the same as the business address. Another popular option is to use a PO Box or alternative mailing option when you don’t want important mail going to the actual business location.
- Registered Agent Address – Finally, the state requires a registered agent address or an “agent for service of process.” This is where it can get a little confusing. Your registered agent can range from an individual person to a corporation, either of which is designated to do the same thing: receive official company and legal documents, such as state compliance documents, lawsuit papers, subpoenas, and other official legal or business paperwork.
States want to know the address that you conduct business out of. This can be a residence, an actual business, or if you use a third-party provider like a virtual office or mail service. Even if you are a virtual business, the states want an address to be on file.
This will be a public record.
States want to know the address that you conduct business out of. This can be a residence, an actual business, or if you use a third-party provider like a virtual office or mail service. Even if you are a virtual business, the states want an address to be on file.
If you need a virtual mailbox, check out our partner, iPostal1.States want to know where the mail should go to (from them). Many times this is also the business address. However, it’s also common to use a PO Box or an alternative address where to receive mail.
This address will be a public record. Only fill out if the mailing address is different from the physical address.
Organizational Profile
The organizational profile section helps us better understand the charitable activities of the nonprofit you are forming. When completing, please imagine what the first 12 months will look like. We have found the most successful nonprofits we work with have a laser focus on their mission. If you are think too BIG or too Broadly, getting your nonprofit off the ground will likely be more challenging vs, if you start with a clear focus or purpose, make it successful and then move on to the next step or phase.
If you don't have one full thought out, that's okay simply tell us what your organization plans to do. What is your goal? Ex. To provide meals, clothing, and other necessities to the homeless. (A few sentences at minimum)
Programs are the services you plan to provide. Who, What, Where, When, How of each program. Please focus on the programs you plan to have running in the next 6-12 months (not the long-term vision). For example, an established Pet rescue might have these three programs they provide. Program 1. Rescue and adoption. Program 2. Spay and neuter clinic and Program 3. Veterinary services for low income pet owners. They likely started with rescue and adoption and added as they grew. For new nonprofits, we recommend starting with a clear focus of 1 program and once it is successful, add additional programs.
Nonprofit bylaws are the main governing document for your nonprofit corporation. They supplement the rules already defined by the state corporations code and will guide how the nonprofit is run. This document guides the actions and decision-making of the board of directors while helping to prevent and/or resolve conflicts or disagreement. Your bylaws should be reviewed periodically to ensure they align and support the organizations initiatives.
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If you are unsure, select charitable, religious, educational, scientific as most 501c3 organizations all into this classification. Not to worry, we will review everything and tell you which option is best suited for you in the event you do not qualify for your desired 501c classification.
- Charitable, Religious, Educational, Scientific 501(c)(3)
The Corporation is organized exclusively for charitable, religious, educational and scientific purposes, including for such purposes, the making of distributions to organizations that qualify as an exempt organization under section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes.
- Church
The term “church” includes, without limitation, mosques, temples, and synagogues, and certain other forms of religious organizations.
The Corporation is organized exclusively for charitable, religious, educational and scientific purposes, including for such purposes, the making of distributions to organizations that qualify as an exempt organization under section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes.
- Civic Leagues, Social Welfare 501(c)(4)
The Corporation is organized exclusively for purposes that qualify as an exempt organization under section 501(c)(4) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
The Corporation is not organized for profit or organized to engage in an activity ordinarily carried on for profit. No part of the net income or assets of this corporation shall ever inure to the benefit of any shareholder, director, officer or member thereof or to the benefit of any private person.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(4) or 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes. - Labor Unions, Agricultural Groups 501 (c)(5)
The Corporation is organized exclusively for purposes that qualify as an exempt organization under section 501(c)(5) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
The Corporation is not organized for profit or organized to engage in an activity ordinarily carried on for profit. No part of the net income or assets of this corporation shall ever inure to the benefit of any shareholder, director, officer or member thereof or to the benefit of any private person.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(5) or 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes.
- Business Leagues, Chambers of Commerce, Boards of Trade 501 (c)(6)
The Corporation is organized exclusively for purposes that qualify as an exempt organization under section 501(c)(6) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
The Corporation is not organized for profit or organized to engage in an activity ordinarily carried on for profit. No part of the net income or assets of this corporation shall ever inure to the benefit of any shareholder, director, officer or member thereof or to the benefit of any private person.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(6) or 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes.
- Social Clubs 501 (c)(7)
The Corporation is organized exclusively for purposes that qualify as an exempt organization under section 501(c)(7) of the Internal Revenue Code, or the corresponding section of any future federal tax code.
The Corporation is not organized for profit or organized to engage in an activity ordinarily carried on for profit. No part of the net income or assets of this corporation shall ever inure to the benefit of any shareholder, director, officer or member thereof or to the benefit of any private person.
Upon dissolution of the Corporation, assets shall be distributed for one or more exempt purposes within the meaning of section 501(c)(7) or 501(c)(3) of the Internal Revenue Code, or the corresponding section of any future federal tax code, or shall be distributed to the federal government, or state or local government for public purpose. Any such asset not so disposed of shall be disposed of by the Court of Competent Jurisdiction of the county in which the principal office of the corporation is then located, exclusively for such purpose or to such organization or organizations as said Court shall determine, which are organized and operated exclusively for such purposes.
Select One
Donations or Contributions also referred to as Gross receipts are the total amount of all cash, materials, and in-kind donations the organization received from all sources during its annual accounting period, without subtracting any costs or expenses. If you think your nonprofit will remain small, marking NO may expedite the process. Great examples are little league teams, small pet rescue, small food and clothing pantry, after school program or tutoring.
Having or exceeding $250,000 in assets is rare for new nonprofits.
Assets are defined as property, cash, bank accounts, equipment, etc. in the name of the charity exceeding $250,000 in value. We suggest you mark yes if you know with certainty you have or will have physical property, equipment, or large donations in the near future.
Church Information
To qualify as a church by the IRS definitions of a 501c3, the IRS wants to know certain information. Answering the questions below will us ensure you meet the requirements or guide you on what change would need to be made to meet the IRS requirements.
Although you don’t need to meet each of
criteria to be classified as a
church, you’re generally required to have
a congregation or other religious
membership group. The term
“church” includes, without limitation,
mosques, temples, and synagogues, and
certain other forms of religious
organizations. The practices and rituals associated with your religious beliefs or creed must not be illegal or contrary to public policy.
Literature or pamphlets you are providing to your followers? Your literature includes any
writings about your beliefs, rules, or
history.
A formal code of doctrine and discipline generally refers to the doctrine and discipline in the every-day behavior of the congregants of the church, rather than to the formal corporate rules of the church organization
A “religious hierarchy or ecclesiastical government” refers to people or institutions that exercise significant influence or authority over your
church.
Similar beliefs and structures, such as a convention, association, or union of churches.
A “form of worship” refers to
religious practices that express your
devotion to your creed, faith, or beliefs
A “form of worship” refers to
religious practices that express your
devotion to your creed, faith, or beliefs
Indicate the regular days and times of your religious services. Describe the order of events during your regular worship service and explain how the activities conducted as part of your
services further your religious purposes.
Enter the average number of
members and non-members who attend
your regularly scheduled religious
services.
An “established place of worship”
is a place where you hold regularly
scheduled religious services. It may be a
place that you own, rent, or that is
provided free for your use.
An “established congregation” or “other religious membership group” includes individuals who regularly attend and take part in the religious services of your organization at an established
location. An established congregation generally doesn’t include members of only one family. If you answer “No,” because you don’t have an established congregation or other religious
membership, you may be a religious organization that doesn’t qualify as a church.
Enter the total number of your current members. If you have no members, enter zero (0)
Answer “Yes,” if you have a prescribed way to become a member. Answer “Yes,” even if you just keep records of who is currently a member.
Describe any actions required for individuals to become members.
If your members may be associated with another denomination or church, describe the circumstances in which your members would be members of your church and another church.
Includes an individual's spouse, ancestors, children, grandchildren, great-grandchildren, siblings (whether by whole or half-blood), and the
spouses of children, grandchildren, great-grandchildren, and siblings.
Answer “Yes,” if you conduct baptisms, weddings, funerals, or other religious rites.
A school for the religious instruction of the young refers to any regularly scheduled religious, educational activities for youth.
Do you have ministers or religious leaders? If "Yes," you will be asked to describe these roles and explain whether the ministers or religious
leaders are ordained, commissioned, or licensed after a prescribed course of study.
If you mark "Yes," you will need to describe the requirements for ordination, commission, or licensure.
Provide any additional information you would like us to consider that would help us classify you as a
church.
School Information
The term “school” includes primary,
secondary, preparatory, high schools,
colleges, and universities. To qualify as a school by the IRS definitions of a 501c3, the IRS wants to know certain information. Answering the questions below will us ensure you meet the requirements or guide you on what change would need to be made to meet the IRS requirements.
Answer “Yes,” if you have a regularly scheduled curriculum, a regular faculty of qualified teachers, a regularly enrolled student body, and facilities where your educational activities are regularly
carried on.
Answer “Yes,” if your primary function of the school is the presentation of formal instruction. If you answer “No,” you may not meet the requirements for classification as a school.
Answer “Yes,” if you’re a public school and explain how you’re operated by the state or a subdivision of a state, including if you have a signed contract or agreement with a state or local government under which you operate and receive funding.
Answer “Yes,” if you were formed
or substantially expanded when public
schools in your district or county were
desegregated by court order.
Answer “Yes,” if a state or federal administrative agency or judicial body ever determined your organization to be racially discriminatory. Identify the parties involved and the forum in which the case was presented. Explain the reason for the
action, the decision reached, and provide legal citations (if any) for the decision. Also, explain in detail any changes made in response to the action against your organization or the decision reached.
Answer “Yes,” if your organizing document or bylaws contain a nondiscriminatory statement as to students similar to the one shown above
or if you adopted such a policy by resolution of your governing body. State where your policy is located in your organizing document, bylaws, or if it is in an adopted resolution. If you answered
“No,” you must adopt a nondiscriminatory policy before submitting this application
Answer “Yes,” if your brochures, application forms, advertisements, and catalogues dealing with student admissions, programs, and scholarships
contain a statement similar to the following:
The M school admits students of any race, color, and national or ethnic origin.
You must make your nondiscriminatory policy known to all segments of the general community
served by the school. One way to meet this requirement is to publish your nondiscriminatory policy annually in a newspaper or over broadcast media. Rev. Proc. 2019-22 now allows this publication requirement to be satisfied by
continuously displaying your nondiscrimination statement on your Internet site, as described below.
Identify each of your
incorporators, founders, board members,
donors of land, and donors of buildings by
name (whether individuals or
organizations).
Answer “Yes,” if any individuals or organizations on your list have an objective to keep public or private school education segregated by race and explain
how these individuals or organizations promote segregation in public or private schools.
Answer “Yes,” if on a continuing
basis, you will maintain for a minimum
period of 3 years the following records.
• Your racial composition.
• Evidence that your scholarships and
loans are awarded on a racially
nondiscriminatory basis.
• Copies of all materials used by you or
on your behalf to solicit contributions.
• Copies of brochures, application forms,
advertisements, and catalogues dealing
with student admissions, programs, and
financial aid.
Answer “No,” if you don’t maintain
records and explain how you meet the
recordkeeping requirements under Rev.
Proc. 75-50
Medical Information
Hospital. An organization is a “hospital”
if its principal purpose or function is
providing medical or hospital care or
medical education or research. Medical
care includes treatment of any physical or
mental disability or condition, on an
inpatient or outpatient basis. Thus, if an
organization is a rehabilitation institution,
outpatient clinic, or community mental
health or drug treatment center, it is a
hospital if its principal function is providing
treatment services, as described above.
A hospital doesn't include convalescent
homes, homes for children or the aged, or
institutions whose principal purposes or
function is to train handicapped individuals
to pursue a vocation.
To qualify as a medical research organization by the IRS definitions of a 501c3, the IRS wants to know certain information. Answering the questions below will us ensure you meet the requirements or guide you on what change would need to be made to meet the IRS requirements.
As a medical research organization, you must be associated with a hospital described in section 501(c)(3), a federal hospital, or an instrumentality of a government. Provide the name of the hospital(s) you’re associated with and describe the relationship(s).
List your assets and their fair market value and the portion of your assets directly devoted to medical research.
Housing Information
To qualify for tax exemption, low-income housing must provide affordable housing for a significant segment of individuals in your community with low incomes. Your low-income housing may serve a
combination of purposes, such as for poor, frail, and elderly persons.
To qualify as a Housing Organization by the IRS definitions of a 501c3, the IRS wants to know certain information. Answering the questions below will us ensure you meet the requirements or guide you on what change would need to be made to meet the IRS requirements.
The “type” of facility may be an apartment complex, condominium, cooperative, or private residence, etc.
Answer “Yes,” if you charge daily, weekly, monthly, or annual fees or maintenance charges.
Government programs include federal, state, or local government programs.
Academic Information - Organizations Providing Scholarships, Fellowships, Educational Loans, or Other Educational Grants to Individuals and Private Foundations Requesting Advance Approval of Individual Grant Procedures
To qualify as an academic organization by the IRS definitions of a 501c3, the IRS wants to know certain information. Answering the questions below will us ensure you meet the requirements or guide you on what change would need to be made to meet the IRS requirements.
If you conduct more than one
grant program, describe each program
separately.
If you make educational loans,
describe the terms of the loan (for
example, the factors you consider in
selecting or approving loan recipients,
interest rate, duration, forgiveness
provision, etc.). Also, describe whether
any financial institutions or other lenders
are involved in your program.
Explain how you will publicize your
program and whether you publicize to the
general public or to another group of
possible recipients. Include specific
information about the geographic area in
which your program will be publicized and
the means you will use, such as through
newspaper advertisements, school district
announcements, or community groups.
Organizations that make grants to individuals must maintain adequate records and case histories showing the name and address of each recipient.
Supporting Nonprofits Information
Supporting organizations are described in
section 509(a)(3). The term “supported
organization” refers to an organization that
a supporting organization benefits. A
supporting organization may support more
than one supported organization.
Answer “Yes,” if each supported organization has a letter from the IRS recognizing it as a public charity.
Relationship test. To qualify under section 509(a)(3), you must show that you meet one of three relationship tests with your supported organization(s).
This information is in your governing document, bylaws, or other internal rules and regulations.
Type III organizations must also describe how your officers, directors, or trustees maintain a close and continuing relationship with the officers, directors, or trustees of your supported organization(s).
Prohibited control by disqualified
person. You can’t be described in
section 509(a)(3) if you’re directly or
indirectly controlled by disqualified
persons. You are controlled if disqualified
persons:
• Can exercise 50% or more of the total
voting power of your governing body;
• Have authority to affect significant
decisions, such as power over your
investment decisions, or power over your
charitable disbursement decisions; or
• Can exercise veto power over your
actions.
Although control is generally
demonstrated where disqualified persons
have the authority over your governing
body to require you to take an action or
refrain from taking an action, indirect
control by disqualified persons will also
disqualify you as a supporting
organization
If "Yes," (1) provide
the names of these disqualified persons,
Explain how influence is exerted over your operations (including assets and
activities).
Board of Directors
If you do not fill out all of the required information below, your forms will not be finalized until it is received. Having a strong board of directors to support your mission, programs and efforts is one of the most important steps in starting your nonprofit.
- Please Note!
The IRS requires that your organization has at least 3 members. Delaying any of the relevant information will extend the time before your service can be completed.
The IRS and some states require that the board of directors has at minimum a President, Treasurer, and Secretary. If you use different internal titles that is fine, but you must register with a President, Treasurer, and Secretary. How long each board member will be on the board before voting for new or same board members.
First Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
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Second Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Third Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Fourth Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Fifth Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Sixth Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Seventh Board Member
Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
Please tell us which best describes their role to the organization. Please make sure to select a President, Treasurer, and Secretary to meet the IRS requirements.
-
MM slash DD slash YYYY
Extra Board Members
Make sure to include the same amount of information as you provided for the other board members.
Board Member Relations
If you have board members who are related, please mark yes and provide details on next question.
The IRS requires that the majority of the board are unrelated. Please make sure to submit the completed list of board members as this will delay the application if not completed. Example: Jane Smith is the sister of John Smith. Jennifer Ortiz is the sister-in-law of Alex Vega.
Final Details
Thank you for answering the 501 questionnaire. We have made every attempt to cover the primary items necessary to provide the IRS. However, there are some items that are very much niche, thus limited to very few 501 organizations. We want to give you an opportunity to fill us in on any thing that might be an area of concern or something that was not covered during this part of the process. Please use this section to address. Key subjects might be Do you plan to have a Donor-Advised Fund? Be a Private Foundation? Do you have a parent or affiliated organization we should know about?
(Ex. Donor-Advised Fund? Private Foundation? Additional operating states? Does your organization have a "parent organization"?)
Never Lose 501(c) Status Again. Keep Your Nonprofit in Compliance - Annual Subscription
BryteBridge offers Annual Compliance Programs that are subscription based. This means you have a partner looking over your nonprofit throughout the year to make sure you stay in compliance with both the IRS and State of incorporation and operating states.
Did you know the number one reason nonprofits loose their 501(c)(3) status is failure to stay in compliance?
Trust our team of compliance professionals to maintain your organizations compliance concerns, while you focus on your mission!
Scheduling your Reinstatement Consultation
Reinstatement 501(c) orders include a consultation with a dedicated nonprofit reinstatement specialist.
Phone calls are more personable, but can cause processing delays to align schedules. You will be prompted to schedule a consultation date and time immediately upon submitting this form. Please let us know if you have any questions at 1-877-857-9002.
Once the questionnaire is completed you will schedule a phone consultation to review your case discuss timelines and process in detail. Please select the preferred day and options on the next page and we will contact you to confirm the appointment.
If you select Yes, you will be prompted to schedule a consultation date and time immediately upon submitting this form. If you select No, you will need to contact us once you are ready to book your interview. Please note, that this could delay the process and timeliness. Please let us know if you have any questions at 1-877-857-9002.
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