New School New School We would love to help you set up your new school. We are here to help you - we don't expect you to have all these questions prepared initially. We know you probably have questions about board members, bylaws, mission statements, and more! Please send us what you can so we know how far along you are in the planning process. If you only have some of the information now, please 'send' the form anyway and we can help you with the rest soon. General Information - SchoolThis information is for setting up your school as a state nonprofit corporation. Name* First Name Last Name Contact Phone*Email* Website of your organization, if you have one. Name of SchoolThis will be the nonprofit corporation's name.Address Street Address City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Your nonprofit may not have an actual business address yet. That's okay. Many nonprofits use a P.O. Box for their mail initially. And many highly successful nonprofits never have a formal office. A home address or P.O. Box will work. **Note that the registered agent's address, however, has to be a physical address. See below.**Registered AgentEach nonprofit must have a registered agent in that state. A registered agent may also be called a "Statutory Agent," "Resident Agent," "Clerk," or "Agent for Service of Process," depending on the state in which you are forming your business. The agent must either be (1) an adult individual living in the state of formation with a valid street address (no P.O. boxes), or (2) a company, such as our law firm, authorized to serve as an agent. The registered agent is designated to accept service of process on behalf of your company. **PLEASE ADVISE IF YOU WOULD LIKE US TO SERVE AS THE REGISTERED AGENT FOR YOUR NONPROFIT.Name First Name Last Name Address Street Address City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code MembersMembership refers to a legal term related to the management of a nonprofit. Typically, most small nonprofit organizations and schools are managed by a board of directors and DO NOT have members. This does not refer to membership in a fundraising sense - which any nonprofit can have (i.e., members or "friends of" a museum in which members receive certain benefits). Will your organization have members?YesNoBoard of DirectorsAs you may know, most nonprofits and schools are managed by a board of directors. Most states require three directors who are not related by family or business. And there are some restrictions against board members being paid. We will discuss your board structure. **To learn more about directors, you may like to read our article: What Do Directors Do? http://www.cullinanelaw.com/forming-a-nonprofit-public-charity-step-3-recruit-directors/. Name of Director #1 First Name Last Name Name of Director #2 First Name Last Name Name of Director #3 First Name Last Name If more than three initial directors, please enter their names here.Please provide a brief (3-5 sentence) bio on each director, and why they are serving on the board. What makes them uniquely qualified to serve in this role? How were they selected?We can get these bios later, if needed.Executive Director/Key StaffThe key employee of the organization is often called the executive director. If you have an Executive Director or key staff person, please provide his/her name, brief bio, and salary (if it is above $50,000 we need to inform the IRS).OfficersHave you already selected officers for your nonprofit? Most states require a President and Secretary, so we've included those here. Officers are generally members of the board of directors. The highest ranking staff person is often called the Executive Director. **IF OFFICERS HAVEN'T BEEN SELECTED YET, WE CAN GET THIS INFORMATION LATER.**President's Name First Name Last Name The President will often have signing authority for the nonprofit. He or she will chair meetings. There can be a combination of officers, as well.Secretary's Name First Name Last Name Manages the records for the nonprofit and keeps minutes of official meetingOther Officer - Name, if any other officer other than President and Secretary First Name Last Name This officer could be a Treasurer or Vice President. However, these are not required in many states. Treasurer manages the financial and tax affairs of the nonprofit. Vice President fills in for President.Tax-Exempt Status - IRS InformationTax-exempt status means an organization does not pay corporate income tax on income generated from charitable activities. It also means that donations to the organization may be tax-deductible to the donor. These groups are often called 501(c)(3)s, because that refers to the tax category. You may like to read more in our article here http://www.cullinanelaw.com/nonprofit-law-101-nonprofit-vs-tax-exempt/.Mission/Purpose. In a sentence or two, please describe the specific purpose for which your school will be formed.Describe the school's reason for existing and describe the overall purpose of the school. How is it unique from other schools in your area? Why are you forming a new school? Does your school have a mission statement? School detailsWhat are the goals of the school? Who will it serve? What are the hours and days of operation? How will teachers be selected? How will students be selected?Financial InformationWhat is the school's fiscal (business) year?For most nonprofits, the fiscal year is the same as the calendar year: Jan. 1 - Dec. 31.How will your organization be supported financially? Do you have a plan for fundraising? What are your anticipated funding sources?Federal Tax I.D. Information ("EIN") Nonprofit corporations are required to have a federal tax identification number (also known as an EIN). An EIN is needed whether or not theorganization has employees. It is needed to open a bank account, it will be used on all federal tax returns and receipts, and for other matters. To obtain an Employer Identification Number (Tax I.D. Number or “EIN”), we need the name, address, phone number, and social security number of a person affiliated with the organization. Would you like us to obtain the EIN for you? Yes. No. Contact Name First Last Title within organizationSocial Security NumberWe can obtain this information from you at a later time. Give us a call.Questions for UsWe look forward to talking with you about your project. While we have many items to go over when we visit, please list any questions or topics you'd like us to cover.
