• Organization Name: ______________________________
• Organization Address: ______________________________
• Fiscal Year: ______________________________
• Initial Board of Directors:
• President: ______________________________
• Secretary: ______________________________
• Treasurer: ______________________________
• Additional Board Members: ______________________________
• Incorporation:
• Date of Incorporation: ______________________________
• Secretary of State File Number: ______________________________
• Registered Agent: ______________________________
• EIN: ______________________________
• IRS Tax-Exempt Status:
• Date of Application: ______________________________
• 501c Classification: ______________________________
• Date of Tax-Exemption: ______________________________
• Are 990s required: ______________________________
• State Documentation:
• Charity Registration Date Field: ______________________________
• State/Sales Tax Exemption Date Filed: ______________________________
• Annual Compliance:
• Date first 990 is due: ______________________________
• Date first annual report is due: ______________________________
• Date first charity registration renewal is due: ______________________________
• Date state/sales tax renewal is due: ______________________________
• Organization Operation:
• D&O Insurance Quoted: ______________________________
• Strategic Plan Ordered: ______________________________
• Corporate Sponsorship Ordered: ______________________________
Date First Donor Appreciation Planned: ______________________________