•   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: ______________________________