You have decided to make a difference in your community by starting a 501(c)(3) nonprofit organization to provide important services.
In order to secure the credentials, respect, and financial support you need to offer services in your community, you must EARN a 501(c)(3) nonprofit status.
501(c)(3) application completion services
Susan Woods completes the steps below to help clients across the United States earn 501(c)(3) nonprofit status.
Facilitate mandatory phone consultations.
Provide contractual agreement.
Susan sends a contractual agreement to the client after they decide to hire her to complete their 501(c)(3) application.
The contractual agreement outlines all of the tasks Susan completes for her clients, the benefits, refund policy, and other pertinent information.
It also includes a PayPal link to process the payment which serves as a confirmation of understanding of the terms and conditions.
Confirm payment receipt.
Susan confirms the payment receipt from the client.
Susan sends the application completion Timeline to allow the client to track progress over the 20-business-day completion period.
Susan acquires the Employer Identification Number (EIN) from the IRS for the client’s application packet.
Learn more about the EIN >>
Write Conflict of Interest Policy.
Susan writes the Conflict of Interest Policy which confirms that the nonprofit organization will provide community services and will not provide unreasonable benefits to the nonprofit team.
Learn more about the Conflict of Interest Policy >>
Susan writes the Bylaws which govern the operations of the nonprofit organization.
Learn more about Bylaws >>
Write the Narrative Description of Activities.
Susan writes the Narrative Description of Activities which includes the following sections (click each link to learn more about the sections).
Learn more about the Narrative Description of Activities >>
Write the Financial Data Report.
Susan writes the Financial Data Report which includes the projected gross revenues and required expenses required to implement the programs and services described in the Narrative.
Learn more about the Financial Data Report >>
Write Fundraising Activities.
Susan writes the Fundraising Activities to list the types of revenue generation strategies the nonprofit organization will use to offer programs.
Learn more about the Fundraising Activities >>
File Articles of Incorporation.
Susan completes the application to file the Articles of Incorporation with the Secretary of State Office.
Learn more about the Articles of Incorporation >>
Complete Form 1023: Application for Recognition of Exemption.
Susan completes the new electronic long version of the “Form 1023: Application for Recognition of Exemption” which is the official application required to apply for 501(c)(3) status.
The “Form 1023” includes ten parts and eight schedules (listed below) which Susan completes from start to finish for her clients:
Complete three drafts of applicable documents.
Susan completes three drafts of the documents in Steps 6-12 (when required) at no additional cost.
Upload the application packet to the client’s pay.gov account.
Susan organizes and uploads the Form 1023 application and all supplemental responses documents to the pay.gov account on behalf of the client.
Learn more about establishing the pay.gov account >>
Process the IRS application processing fee.
Susan sends the client an e-mail notification which includes the steps for them to process the IRS application processing fee through their pay.gov account.
Provide ongoing support.
Susan provides ongoing support for the client until they receive the IRS Determination Letter which is the IRS Approval Letter for 501(c)(3) status.
Are you ready to enhance your community through a 501(c)(3) nonprofit?
Reserve your private phone consultation to discuss your nonprofit vision.
Private phone consultations are available on Monday – Thursday evenings from 7:00 pm – 8:00 pm eastern standard time.
Questions? Call Susan Woods at 704.968.2769.