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INFORMATION NEEDED FOR THE PREPARATION OF

501(c)(3) EXEMPTION APPLICATION


  1. Articles of incorporation (Need to start a Corporation?)

  2. Employer Identification Number (Need an EIN?)

  3. By-laws of the organization

  4. Minutes of Board Meetings

  5. Names, addresses, and resumes of Board Members (Trustees/Directors)

  6. Listing of names, addresses of all active members (i.e., Church, Clubs, YMCA, etc…)

  7. Listing of all organization assets (i.e., cash, furniture, equipment, property, pledges etc…)

  8. Listing of all organization liabilities (i.e., mortgages, accounts payable, loans, etc.)

  9. Copies of all organization Rent/Lease agreements and contracts

  10. Statement of revenues and expenses (for the last four years or as far back as possible if in existence for less than four years)

  11. History of the organization (including the reason for its formation)

  12. Organization creed or mission statement (or Statement of Faith/ Beliefs for Churches/Religious Organization)

  13. Documentation Supporting All organization activities and operations /programs (i.e., statement of purpose& operations, food programs, fundraisers, flyers/brochures/pamphlets, choir, Sunday schools, bible studies, counseling programs, trips, etc…) All sources of financial support (i.e., contributions, tithes& offerings, fundraisers, rental income, etc…) 

  14. Description of all Fund raising programs

  15. IRS Processing/Filing Fee:

  • $500.00 (if Average annual revenue is greater than$10,000), or

  • $150.00 (if Average revenue is less than $10,000)

Check should be made payable to the  INTERNAL REVENUE SERVICE.  

 

Download a copy of the requirements   

 

 

 

 

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Last modified: May 09, 2009