Starting a Nonprofit Using IRS 1023 Please enable JavaScript in your browser to complete this form.Hello, Thank you for engaging our services. This questionnaire collects information about your nonprofit board, activities, and finances. We will use your responses to prepare and complete your IRS Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code (Form 1023 Standard). Do not enter Social Security numbers, birthdates, or financial account numbers on this form. Thank you. Section 1: About Your Organization1. Contact Person: *FirstLast2. Organization Email: *3. Organization Name: *4. Which address would you prefer to use? Principal addressMailing address4a. Principal Address:Address Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip Code4b. Mailing address:Address Line 1Address Line 2City— Select state —AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip Code5. Website / URL:Section 2: About Your ActivitiesDescribe your past, present, and planned activities: What is the activity? Who conducts the activity? Where is the activity conducted? What percentage of your total time is allocated to the activity? e How is the activity funded (for example, donations, fees, etc.) and what percentage of your overall expenses is allocated to this activity? How does the activity further your exempt purposes?6. Which activities apply to your organization? Select all that apply:a. Past Activities. (Prior to incorporating)b. Current Activities. (Engaged in now)c. Planned Activities. (What we will engage in soon)6a. Describe your past activities:Include activities you have conducted under this nonprofit’s name “prior” to formally incorporating. If you have no past activities, write “N/A.”6b. Describe your current activities:Include activities you have conducted under this nonprofit’s name “after” incorporating until present day. If you have no current activities, write “N/A.”6c. Describe your planned activities:Include activities you “plan” to engage in once you become tax-exempt. Or, include activities that you are not engaged in now, but will soon engage in. If you have no planned activities, write “N/A.”7. Do you or will you publish, own, or have rights to any of the following? Select all that applies:a. musicd. literatureg. tapesb. artworkse. choreographyh. none of the abovec.. scientific discoveriesf. other intellectual property7i. Please explain:8. Do you intend to operate under any of the following entity types or principal activities. Check all that applyA hospital or medical careA churchA schoolLow-income housingCredit CounselingA Sponsoring OrganizationBingo or other gaming activitiesN/A8a. Schools. Select the best description(s) for your school:Elementary SchoolMiddle SchoolHigh SchoolPre-KindergardenK-8K-12Charter SchoolMontessori SchoolMicro SchoolCollege or UniversityTechnical SchoolPrivate SchoolPrivate Christian SchoolPublic SchoolOther8b. Schools. Have you adopted a (racial) nondiscrimination policy as to students in your organizing document, bylaws, or by resolution of your governing body? YesNoI’d like to discuss this8c. Schools. Do your brochures, application forms, advertisements, and catalogues dealing with student admissions, programs, and scholarships contain a statement of your racially nondiscriminatory policy? YesNoI would like to discuss this8d. Schools. Have you made your racially nondiscriminatory policy known to all segments of the general community you serve YesNoI would like to discuss this8e. Schools. List all Board Members (Name and title)Example: Jane Doe, Board Chair. Maxwell Johnson, Board Secretary. Amy Smith, Board Treasurer. William Brown, Board Member.8f. Schools. List anyone or any organization that has donated land or a building to your school.9. Do you or will you make grants, loans, or other distributions to organizations? YesNoI am not sure9a. Describe the type and purpose of the grants, loans, or distributions: 9b. What is required to apply for a grant from your organization?9c. What relationship will (or does) your organization (or you) have with any recipient organizations?10. Do you or will you make grants, loans, or other distributions to organizations that are not 501(c)(3)? YesNoI am not sure10a. Name and describe the non-section 501(c)(3) organizations to whom you do or will make distributions:11. Will your organization conduct activities outside of the United States? YesNoI am not sure11a. Concerning foreign activities, select all that apply:Sending supplies and donations onlyEstablish a legal physical presence/locationMake grants to foreign organizationsMake loans to foreign organizations11b. Which countries? And describe the supplies or donations to be sent:11c. Name each foreign country and region within each country in which you do or will operate and describe your operations in each one:Operating in a foreign country means you have a physical address from which you conduct business and you have received authorization for the local government to set up a base to lawfully conduct your charitable activities. 11d. Name each foreign organization and specify the country and region where the foreign organization operates:11e. Describe any relationship you have with each foreign organization:Also indicate if you “share” board members or other key personnel with a recipient organization.12. Please use the space below to share additional information or to ask a pressing question:Thank you for completing this questionnaire. Your responses will guide our understanding of your organization and areas where we can offer you support. Once you click “submit” you will be guided to a page to schedule your phone meeting with Cheryl Smith. By printing my name below, I certify that the information provided is true based on my understanding. *MessageSubmit
