Nonprofit Tax Filing Intake

Organization Info

Legal Name of Organization *

Organization EIN

State of Incorporation *

Type of Filing *

990-N
990-EZ
Full 990
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Year of IRS Exemption *

Fiscal Year End Date *

Organization Address *

City *

State *

Postal code *

Contact & Leadership

Primary Contact Name *

Phone *

Email *

Current Board Members *

Financial Details

Total Revenue *

Total Expenses *

Gross receipts/sales for the year *

Breakdown of program, admin, and fundraising costs *

Contributions from officers or board members *

Upload Section

Prior year’s Form 990

IRS determination letter *

EIN confirmation letter *

Articles of Incorporation or Bylaws *

Financial reports (P&L and Balance Sheet) *

Bank statements (year-end) *

List of board members and officer titles

IRS correspondence (CP notices, audit letters, etc.)

Donation and grant reports

Terms *

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Today's Date *

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