990-N Concierge Questionnaire

Welcome - 990N Annual Organizer Questionnaire Concierge Clients
Thank you for being part of the BryteBridge Family! Each year, we help thousands of our clients meet their annual IRS 990 and state compliance requirements. 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. As a company whose DNA is to do well by doing good, we pledge to treat our clients with kindness, respect, and professionalism. We are confident that we can minimize the stress of the annual tax and compliance season, by providing quality work and great customer service. Providing clear and accurate information will help us best represent and support you throughout the process. This annual tax organizer is designed to assist you in gathering the information necessary to prepare the current year’s returns. Please complete it in full and provide details and documentation as requested. If your financial records are in good order, this process should take no longer than 10-15 minutes to complete.
Point of Contact Information
Please provide the information for the person who we will be primarily contacting for the completion of this service.
Name*
First Last
Title/Role in Organization
Please tell us which best describes your role to the organization.
Please your enter title/role*
If you selected other above
Phone*
Email*
Point of Contact Address
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.

Street Address Address Line 2 City State ZIP Code

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Organization Information
What is the Name of your Organization*
Legal name of corporation, not doing business as name if using alternate names.
What is you Organization's EIN Number?*
An employer identification number (EIN) is a nine-digit number assigned by the IRS.
What Month does your Fiscal Year End?*
The most common fiscal year-end is December. A fiscal year is the period used for calculating annual (“yearly”) financial statements in businesses and other organizations.
Is the point of contacts address as the organizations physical address?
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.
- Yes
- No
Organization Mailing Address*
This is generally public record. States and IRS 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.

Street Address Address Line 2 City State ZIP Code
Organization’s Website
Knowing your website often allows us to get answers we need to fulfill your order. Additionally, having a professional website is a key to driving successful donations. If you do not have a website we have a team that specialize in building websites for nonprofits. Lets us know if we can help build a website for your organization.
Is your organization's primary email and phone the same as the point of contact?
- Yes; I want to use my Point of Contact information for my organization
- No; The organization has its own primary email and phone.
- My organization does not have a primary email and phone.
Organization Email
Common examples are [email protected] or [email protected]
Organization Phone
This could be the mainline or home office number

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Organizational Profile
Please share more about your organization and how it operates. This will help us answer key questions the IRS may ask when filing your 990.
Has the organization terminated or gone out of business?*
This is important for us to know if you plan this to be your last 990 filing, so we can help you notify the IRS to sunset your nonprofit.
- Yes
- No

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990 Information
Please provide the information needed to file and submit your 990N on your behalf.
Hidden
What is your total gross receipt for the most recently completed fiscal year?
Total Gross Receipts - According to the Internal Revenue Service, gross receipts are "the total amounts the organization received from all sources during its annual accounting period, without subtracting any costs or expenses."
Fiscal Year - A fiscal year is a one-year period that companies and governments use for financial reporting and budgeting. The standard fiscal year is January – December; however, some organizations prefer July – June, such as schools or organizations that work with them.
What is your total gross receipt for the most recently completed fiscal year?*
Total Gross Receipts - According to the Internal Revenue Service, gross receipts are "the total amounts the organization received from all sources during its annual accounting period, without subtracting any costs or expenses." Fiscal Year - A fiscal year is a one-year period that companies and governments use for financial reporting and budgeting. The standard fiscal year is January – December; however, some organizations prefer July – June, such as schools or organizations that work with them.
Is the Point of Contact the Principal Officer? (Principal Officer is who will sign the 990 Filing)
A principal officer, is a person who has ultimate responsibility for implementing the decisions of the organization's governing body, or for supervising the management, administration, or operation of the organization.
- Yes
- No
Who is the principal officer responsible for your organization?*
A principal officer, is a person who has ultimate responsibility for implementing the decisions of the organization's governing body, or for supervising the management, administration, or operation of the organization.
First Last
Is the Principal Officer's address the same as the organization?
- Yes; The organization address will be used for the Principal Officer.
- No; The Principal Officer has their own address.
Principal Officer Address*
Street Address Address Line 2 City State ZIP Code

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Keep Your Nonprofit in Compliance - Annual IRS form 990 Subscription
BryteBridge NOW offers Annual Compliance Programs that are subscription based. This means you will not have to remember to complete your IRS form each year. BryteBridge will remind you and file the 990 form on your behalf. Did you know the number one reason nonprofits loose their 501(c)(3) status is failure to file their 990 each year?
Would you like to enroll in Annual IRS Form 990 Filing Subscription? (Annual Subscription Payment not due until next year. Cancel Anytime)
- Yes, please have someone contact me to discuss the options to enroll.
- No, We will keep track of the filing deadlines and let you know if we need help each year.
Terms and Conditions
By checking the box below, you agree to BryteBridge Consulting terms of service & privacy policy as outlined at brytebridge.com/terms-of-service.*
You can read our terms and conditions here.
I agree to the following:
- I agree to Product Terms
- I agree to General/Payment & Email Terms
- I agree to Revision & Cancellation Policy
- I understand that filing fees (if applicable) ARE NOT included in any order.
- I certify that I am the cardholder and authorized to make this decision on behalf of the stated company. I will assume financial responsibility for the payment of services ordered.
- I hereby confirm my order and have read and agreed to the stated service terms and conditions, I also understand that this electronic signature will be given the same legal effect as written and signed paper communications, in compliance with the: Electronic Signatures in Global and National Commerce Act.
- I also agree to receive a weekly Marketing Email.
- I agree
Comments
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Welcome - 990N Annual Organizer Questionnaire Concierge Clients

Point of Contact Information

Organization Information

Organizational Profile

990 Information

Keep Your Nonprofit in Compliance - Annual IRS form 990 Subscription

Terms and Conditions

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