Non Profit Formation Advanced Package Client Requirements

Business Owner Information - Step 1 of 8

Business Owner Name *

First

Last

Business Owner: Address *

Address Line 1

Address Line 2

City

State

Zip Code

Business Owner: County *

Business Owner: Country *

Business Owner: Email *

Confirm Email

Business Owner: Phone *

Business Details

Provide the desired name and address for your business. We will check to make sure the name you choose is available to use in your state. We only check the other names if your first choice is not available. Please include a designator ( Inc., Inc, Incorporated, Corporation) with each company name.

Desired Busiess Name (First Choice) *

Desired Busiess Name (Second Choice) *

Desired Busiess Name (Third Choice)

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Business Phone *

Business Email *

Business Category *

Business NAICS Code(s) *

Business Structure

Although the law recognizes a variety of nonprofit types, our services are limited to organizations that are for the public benefit (charitable, educational, literary, scientific or religious).

What type of nonprofit are you forming? *

What is the general purpose of your nonprofit? *

Select the option that best fits your organization

Briefly describe your nonprofit. *

Will your nonprofit participate in political campaigns, engage in lobbying or attempt to influence legislation? *

501(c)(3) nonprofit organizations cannot engage in political or substantial lobbying. Check the box to continue* *

My nonprofit will NOT engage in political or substantial lobbying.

Is your nonprofit a membership or a non-membership organization? *

Membership
Non-Membership

When will your tax year end? *

Select a month for the end of your tax year

What is the initial number of directors for your nonprofit? *

Director #1: Name *

First

Last

Director #1: Title *

Director #1: Address *

Address Line 1

Address Line 2

City

State

Zip Code

Director #2: Name *

First

Last

Director #2: Title *

Director #2: Address *

Address Line 1

Address Line 2

City

State

Zip Code

Director #3: Name *

First

Last

Director #3: Title *

Director #3: Address *

Address Line 1

Address Line 2

City

State

Zip Code

Enter the Name, Title and Address of all other Board of Directors below

(Optional)

Name of President *

First

Last

Name of Secretary *

First

Last

Name of Treasurer *

First

Last

Name of Vice President (Optional)

First

Last

Vice President is optional

How many officers' signatures will be required on checks? *

Which of the following officers can sign checks (check as many as apply)? *

President
Vice President
Treasurer
Secretary

Registered Agent: Name *

First

Last

Your registered agent is responsible for ensuring that your nonprofit receives legal and tax notices in a timely manner. One of your initial directors or officers can serve as your registered agent.

Registered Agent: Address *

Address Line 1

Address Line 2

City

State

Zip Code

This can’t be a P.O. Box and must be located in the same state as your nonprofit

Registered Agent: County *

Incorporator's Name *

First

Last

One officer or director will be the incorporator of the nonprofit. The incorporator is simply the person who files the information to form the nonprofit.

Incorporator's Email *

Incorporator's Phone

Incorporator's Signature *

How does the Incorporator sign their name?

Would you like a FREE consultation? *

Yes! I would like my free consultation!
No thank you

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