Client Information Request Form
Please type your answers and email back to
Client information
1. Client name:
2. Client Address:
3. Phone:
4. Email:
5. Social Security Number is needed for your EIN:
6. Today’s Date
Your nonprofit organizations information:
If you have Articles of Incorporation and Bylaws please email them with this form.
1. Business Name:
2. Business Address:
3. Phone:
4. Website
5. Email
6. EIN:
Tell us about your Nonprofit organizations
(Churches skip this section)/
1. Please tell us what you do or plan to do as a nonprofit (please explain in 2 or more paragraphs).
2. Where will you conduct your activities/events?
3. How do you plan to accomplish your goals?
4. Where do you anticipate getting income for this organization?
5. Is there an application fee or cost for the public to utilize your services?
6. How often will you conduct your program?
7. What kinds of expenses do you or will you have?
Your board members:
1. Please provide the names, addresses, and salaries (or proposed salaries for the your board of directors.
2. *** MUST BE AN ODD NUMBER 3, 5, etc. must FAMILY MEMBERS CAN NOT BE MAJORITY ON THE BOARD.
3. If you have more than five board member. Press add more names on the same page.
4. Are any of your officers, directors or trustees related to each other through family or business relationships? If yes, please identify the individuals and explain the relationship
NameUse this
EXAMPLE:
Aretha Olivarez / Title
Director / Address
123 Cd Way
Orlando, FL 32222 / Salary
N/A / Duties/Hours worked/volunteered
Her duties will include writing grants, fundraising, and helping in various areas as needed / Qualifications
She has been a grant writer for 12 years
FOR CHURCHES ONLY****
/Provide a copy of your Articles of Incorporation and Bylaws (if you have them)
/1. Tell us how/when did the vision for your church begin.
2. What days of the week do you have church?
3. Can you provide a schedule of your church services (a flier or on your website)?
4. How many members do you have? What is the average attendance at your regularly scheduled religious services?
5. Do you ordain, commission, or license ministers or religious leaders? If “Yes,” describe the requirements for ordination, commission, or licensure.
6. Can you provide a copy of your lease or mortgage for your church to send to the IRS?
7. How much is your monthly rent or mortgage? (This will determine your IRS fee)
8. What is your total annual tithes and offering/and or other church sources of income? (provide 3years) (This will also determine which application fee you pay the IRS).
9. Please list your expenses for the year (3 years) You may send this in a separate email
10. Do you have a minister or religious leader? If “Yes,” describe this person’s role and explain whether the minister or religious leader was ordained, commissioned, or licensed after a prescribed course of study.
/
Decision
// Approved / Rejected /
Approved with modifications / Deferred
Justifications
Please Note:
1. Multiplyingtalents.com only prepares your 501(c)(3) application according to your responses to our follow up questions. We do not submit your application to the IRS nor do we have an affiliation with the IRS.
2. The IRS User Fee will vary depending on the average of your total revenues.
· Email your responses as an attachment to
3218 E. Colonial Dr. Suite G Orlando, FL 32803
407-575-0685
We are a document filing agency and do not render any legal advice
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