Benefits of a 501(c)(3) Organization

501(c)(3) Tax Exempt Services

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it's imperative that you build your accounting system around these revenue and expense classifications.

If you're starting a new not-for-profit organization we can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

Here's what's needed...

Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").

Employer Identification Number

By-laws of the Organization

Minutes of Board Meetings

Names, Addresses, and Resumes of Board Members

Names and addresses of all Active Members

Inventory of Assets like cash, furniture, equipment, property, pledges...

Inventory of Liabilities like mortgages, accounts payable, loans...

Rent/Lease Agreements and Contracts

Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.

Written Reason for Formation and History of the organization.

Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.

Organization Activities, Operations and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets...

Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers...

Fund Raising Program Descriptions

We are happy to prepare any of these items if you need help.

Let us help you setup and/or maintain your non-profit tax-exempt status by requesting a Free Consultation below.

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The IRS will take approximately 90-120 days to process your 501(c)(3) application, however, this process has been completed in as little as 3 weeks and as long as 12 months. We work with the organization hand-in-hand to provide the necessary language, attachments, and additional information to insure that your application is approved by the IRS. We have a 100% success rate with the applications being submitted to the IRS and will work with your organization to answer any questions that the IRS may have concerning your activities, board members, use of funding, etc.

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