Interview InfoClient Name First Last Client Email Organization NameSpecialist Name First Last Specialist Email Application InfoToday, we are going to start off with some administrative questions, then get into the programs that you offer, and then we will finish up with some financial information before going over the next steps.When does your fiscal year end?Are there any other board members besides your President, Secretary and Treasurer?YesNoIf so, please provide their information:Are any of the board members related? (Marriage or Blood)YesNoHave any board members been convicted of any crime?YesNoIf so, when and was it regarding money? (This is due to Charitable Solicitation in some states).Do you have any members who are not on the board who have voting rights?YesNoIf so, what are the eligibility requirements and is there any fee associated with membership?Who will be the registering agent?I will need the social security number for one of the board members to obtain the EIN.What is the physical address of the organization? Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code What is the mailing address of the organization? Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code What is the number you would like us to use as the organization’s contact number?What is the email address that you would like to use for the organization? What are the programs you will be offering? Please give specifics. (Who, What, Where, When, How of each program)How will you solicit for donations?How will you market/make people aware of your organization?Financial Information: (This is just a projected budget for application purposes only)If they have been in existence and have been operational you will need to get the actual income and expenses for at minimum 5 years.*Review the following information with clients* NEXT STEPS Within 1 business day I will send you your articles of incorporation information with instructions to file, copy of your bylaws, conflict of interest, and your EIN # for your records. Filing fee with the IRS to file the 1023 is $600, if the client asks if that’s included in their package it is not also, we do not file any paperwork on the client’s behalf. The IRS takes about 6-8 months to approve the application and within 6 weeks they will receive a letter acknowledging they received the package. Once approved if a new organization it will be backdated it to the date of incorporation. Letters of Determination will be received via mail only, once approved.
