Annual Compliance Questionnaire

Welcome - Annual Compliance Organizer Questionaire

Thank you for being part of the BryteBridge Family! Each year, we help thousands of our clients meet their annual state compliance and Federal IRS 990 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 compliance organizer is designed to assist you in gathering the information necessary to prepare the current year’s state requirements and review potential compliance issues. Please complete it in full and provide details and documentation as requested. If your records are in good order, this process should take no longer than 15-20 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.

Title/Role in the Organization

Please tell us which best describes your role to the organization

Name*

First Last

Please enter your 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

Organization Information

Name of Organization*

Legal name of corporation

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.

Formation State*

State in which your corporation was created

Formation Date (Date of Incorporation)

Date of the formation of your corporation with the state.

Operating States

Please list the states you are/will operate your business in - 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 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.

Your organizations Physical address, Mailing address and additional contact details

Do you want to use 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

What is the organization's physical Address?*

This is generally 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.

Street Address Address Line 2 City State ZIP Code

Does the mailing address match the organization's physical address?

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.

Yes

No

Organization Mailing Address*

This is generally public record. States want to know the address that you conduct business out of. This address will be a public record. Only fill out if the mailing address is different from the physical address.

Street Address Address Line 2 City State ZIP Code

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 (If Different than Point of Contacts Email)

Common examples are [email protected] or [email protected]

Organization Phone If different than the point of contacts phone number

This could be the mainline or home office number

Organization’s Website, if applicable:

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.

Organization Profile

Select your type of organization*

Charitable, Religious, Educational, Scientific 501(c)(3)

Church

Civic Leagues, Social Welfare 501(c)(4)

Labor Unions, Agricultural Groups 501 (c)(5)

Business Leagues, Chambers of Commerce, Boards of Trade 501 (c)(6)

Social Clubs 501 (c)(7)

Organization Summary or Mission*

A mission statement defines the organization's purpose, objectives, and approach to meet those objectives. In other words, why does the organization exist, and why is it important? Ex. To provide meals, clothing, and other necessities to the homeless. (A few sentences at minimum)

Describe the programs your nonprofit delivers*

Programs are the services you provide. Who, What, Where, When, How of each program. Please focus on current programs, not the long-term programs you hope to offer in the future. 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.

Financial Information

What was your total gross receipt (contributions/ donations ,income, etc.) 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.

Upload your financials (Profit & Loss, Balance Sheet)

Your nonprofit is in a state that requires financial information as part of their compliance requirements. To help us expedite the process, please upload your profit and loss states and balance sheets for the year. Alternatively, if you already filed a 990 other than a 990N, you may attach it in lieu of your financial reports.

Max. file size: 2 MB.

Is the Point of Contact the Principal Officer?

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

Operating Information

When was the last time you updated your bylaws?

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.

Which states do you solicit/receive donations in?*

Charitable organizations must meet the specific requirements of the state they are registered in and states that they solicit or plan to solicit donations. 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.

Does your nonprofit plan to solicit donations or operate in new states in the near future?*

Charitable organizations must meet the specific requirements of the state they are registered in and states that they solicit or plan to solicit donations. Failure to maintain an organization’s compliance may result in penalties and fines, and can hurt your nonprofit’s reputation.

Yes

No

Please explain*

Providing us with as much detail help us best support your compliance needs.

Board Member 7 Phone

Final Details

Just a few more questions to make sure we have not missed anything and to give you additional compliance options going forward.

Anything else we should know to best assist you with your compliance needs (Organization is dissolving or plans to dissolve, law suits, major changes planned that could affect current or future compliance needs?

To best help your organization, it's helpful to know any impending changes or plans that could impact current or future compliance status. Please share anything relevant that will be helpful in assisting you.

Keep Your Nonprofit in Compliance - Annual Subscription

BryteBridge NOW 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?

Would you like to enroll in Annual Compliance Services? (Annual Subscription Payment not due until next year. Cancel Anytime)

Trust our team of compliance professionals to maintain your organizations compliance concerns, while you focus on your mission!

Yes, please have someone contact me to discuss the options to enroll.

No, We will do the ongoing monitoring and compliance ourselves.

Hidden

Insurance for your Nonprofit

Insurance is a tool to help Nonprofits stay in compliance and manage risk. Like any business, Nonprofits should have process and protective measures in place to not only create a sustainable organization, but also to safeguard the organization, its board members, the employees, volunteers, and their donor base.

Would you like BryteBridge's help securing insurance for your nonprofit?

Through our affiliate, BryteBridge Insurance solutions, we specialize in helping nonprofits find often difficult to place insurance coverage.

Yes, please have someone from BryteBridge Insurance reach out to us.

No, we do not need help with insurance at this time.

No thank you, we have insurance through another provider.

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Phone

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Annual Compliance Questionnaire

Welcome - Annual Compliance Organizer Questionaire

Point of Contact Information

Organization Information

Your organizations Physical address, Mailing address and additional contact details

Organization Profile

Financial Information

Operating Information

Board Member Details

Board Member Requirements

Board Member 1

Board Member 2

Board Member 3

Board Member 4

Board Member 5

Board Member 6

Board Member 7

Final Details

Keep Your Nonprofit in Compliance - Annual Subscription

Insurance for your Nonprofit

Terms and Conditions

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