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Organizer received

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1. Organization information

Legal name of organization*

EIN*

State of formation

Date of formation

Primary contact name*

Email*

Phone

Mailing address

City

State

ZIP

Tax-exempt status (e.g., 501(c)(3))

Date of IRS exemption letter

2. Which form do you file?

Form 990 (gross receipts > $200K or assets > $500K) Form 990-EZ (gross receipts < $200K and assets < $500K) Form 990-N e-Postcard (gross receipts ≤ $50K) Form 990-PF (private foundation) Form 990-T (unrelated business taxable income — UBTI) Not sure — recommend after review

3. Mission & program services

Brief mission statement

Top program services (description and accomplishments)

4. Governance

Number of voting board members

Number of independent directors

Did the organization have a written conflict-of-interest policy?

Yes No

Did the organization have a written whistleblower policy?

Yes No

Did the organization have a written document retention/destruction policy?

Yes No

Did the board review the 990 before filing last year?

Yes No

5. Financial summary

Total revenue

Total expenses

Net assets year-end

Contributions / grants

Program service revenue

Investment income

6. Activities — check what applies

Fundraising events Grants made to other organizations Lobbying activity Foreign activities or grants outside US Unrelated business income (subject to 990-T) Joint ventures with for-profit entities Compensated officers / key employees (>$100K) Independent contractors paid > $100K

7. Required questions

Did the organization have any foreign financial accounts?

Yes No

Were there any significant changes to organizing documents (bylaws, articles)?

Yes No

Did the organization engage in any political campaign activities?

Yes No

Did the organization engage in any excess benefit transactions?

Yes No

Engagement details

Helps us scope the work and confirm pricing.

Did TaxOwl Advisors prepare your return last year?

Yes No

Are you filing for tax year 2026 (calendar year)? If no, note fiscal year below.

Yes No

If non-calendar fiscal year, list start/end dates

Have you received any IRS or state tax notices in the past 12 months?

Yes No

Do you need an extension filed (Form 4868 / 7004)?

Yes No

Documents you'll send us

Check what you'll be sending. You can upload some now (below) or send everything later via your secure portal.

Last year's 990 return (and Schedule A) IRS exemption determination letter Bylaws and articles of incorporation Year-end financial statements (audited if applicable) Board meeting minutes (key resolutions) Donor acknowledgment letters template Schedule of grants paid (if any) Compensation records for officers / key employees

Upload supporting documents (optional)

Drag files in or click to browse. Attach W-2s, 1099s, K-1s, 1098s, prior-year returns, organizer worksheets, brokerage statements, or anything else. PDF, DOC, DOCX, XLS, XLSX, RTF, TXT, JPG, PNG, HEIC. Up to 10 files, 10 MB each. You can also upload later via your secure portal — this is just for convenience.

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Anything else we should know?

Notes for your preparer (optional)

Authorization & signature

I confirm the information above is accurate to the best of my knowledge.

Print name*

Date*

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Non-Profit Organizer

Organizer received