Nonprofit Formation Questionnaire

Dewlyn Nonprofit Services uses this questionnaire to gather a large amount of information in a concise and efficient way. We have added both open and closed questions to collect data that will help us determine which IRS 1023 form will be needed, and to determine your nonprofit charitable purpose.

Note: This form does not represent a business relationship or an agreement to engage in formal services. Once this form has been completed and submitted, we will contact you to discuss our next steps if it is determined that we are able to assist you.

About Your Organization

About Your Registered Agent

In United States, a registered agent is a business or individual designated to receive service of process when a business entity is a party in a legal action such as a lawsuit or summons. A registered agent can serve more than one role in the organization.

About Your Board of Directors and Officers

The number of Directors and Officers required vary from state to state. A best practice is to have at least 3 (unrelated) individuals to serve your organization. Typical Board positions are: Board Chair, Board Treasurer, Board Secretary, and Board Member. Typical Officer positions are: CEO, CFO, and Secretary.

About Your Organization's Activities

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