1. Contact Information:

Name of Organization *

EIN: *

Contact Person: *

Email Address: *

Phone Number *

Address of Organization: *

City *

State *

Postal code *

Website

2. State of Incorporation:

In what state is your nonprofit incorporated? *

3. Current Compliance Status:

Are you currently experiencing any compliance issues or challenges? If yes, please specify. *

4. Federal Compliance:

Have you filed IRS Form 990 or 990-EZ for the most recent tax year? If yes, please provide the filing year. *

Do you have any concerns or questions regarding federal tax-exempt status maintenance?

No, my tax-exempt status is active

Yes, my tax-exempt status is pending revocation

Yes, my tax-exempt status is revoked

Yes, I do not know the status of my tax-exempt status

5. State Compliance:

Are you aware of the state-specific compliance requirements for nonprofit organizations operating in your state(s)? If yes, please specify. *

Have you registered with the appropriate state agencies for charitable solicitations or other state-specific filings? If yes, please provide details. *

Are there any recent changes in state laws or regulations that may impact your organization's compliance status? *

6.Governance and Policies:

Do you have up-to-date organizational bylaws and policies in place? If yes, when were they last reviewed or updated? *

Are there any governance-related concerns or challenges you're currently facing? *

7. Fundraising and Donor Compliance:

Are you aware of the regulations governing fundraising activities in your state(s)? If yes, please specify. *

Do you have proper documentation and acknowledgment processes in place for charitable contributions? *

8. Employee and Volunteer Compliance:

Are you compliant with employment laws, including proper classification of employees and volunteers? *

Do you have policies and procedures in place to address employee and volunteer background checks, if applicable? *

9. Risk Management and Insurance:

Have you conducted a recent risk assessment to identify potential threats to your organization? *

Do you have adequate insurance coverage to protect against potential liabilities? *

10. Board Governance:

How frequently does your board of directors meet, and are they actively involved in governing the organization? *

Do you provide board training and development opportunities on compliance-related matters? *

10. Additional Information:

Is there any other specific assistance or support you're seeking from Your Nonprofit Doctor regarding your nonprofit's compliance status?

11. Preferred Consultation Method:

What is your preferred consultation method? *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.