Lakewood Elementary PTO – Contractual Agreement

Susan Woods Nonprofit Solutions: Contractual Agreement

The contractual agreement (below) describes the services I provide to help people earn 501(c)(3) nonprofit status to offer services in their communities. Please click or tap the arrows to expand the information to read the details.


Directions: Click or tap the arrows below to read the parts of the contractual agreement.

1. Overview

Starting or reinstating a 501(c)(3) nonprofit organization to offer community services is a very serious process. I use a very meticulous process to prepare each document in your application packet to convey your vision precisely.

2. Articles of Incorporation – Filing Services

I complete the application to file the Articles of Incorporation (unless the client refers to do so). The application is filed with the Secretary of State Office, which is the state in which the nonprofit organization will operate. This service is at no additional charge. This task is not part of the federal application packet for 501(c)(3) status.

However, the Secretary of State Office charges a fee to process the application to file the Articles of Incorporation. The fees vary depending upon the state.

3. Form 1023 Application

Form 1023 application completion services

I use a very methodical process to complete the Form 1023 to start and reinstate 501(c)(3) nonprofit organizations. Since 2010, I’ve completed over 500 applications for clients representing 33 states. My IRS approval rating is 100 percent.


4. Terms, conditions, and stipulations

The tasks below represent the terms, conditions, and stipulations of the nonprofit start-up and reinstatement services. Please read them carefully.

1Strives to finish the application within 30 business days.
2Provides an application completion timeline to guide the process.
3Completes three drafts of each document at no charge. There is an extra $20 fee for each draft beyond three.
4Answers simple questions via text or email.
5Schedules a phone consultation to answer more detailed questions and concerns.
6Does not guarantee that the IRS will award the official Determination Letter that denotes 501(c)(3) tax-exempt approval.
7Responds to questions from the IRS Exemption Specialist assigned to process the application (if applicable).

5. Fees

The fees for the nonprofit start-up and reinstatement services are below.

Form 1023 application – customized completion services$2,000
Form 1023 application – IRS processing fees$600
Articles of Incorporation – filing feeVaries by state

6. Refund Policy

Susan issues a full refund three business days after she receives payment.

PROCESS PAYMENT

Please click HERE to process the payment.

When I receive your payment, I will send you a timeline to track our progress.

Thanks for your business!

I look forward to collaborating with you to earn 501(c)(3) nonprofit status.

Susan Woods, MBA, MAT >>