EIN Documentation
Articles of Incorporation
Bylaws (Internal):
IRS Determination Letter (501(c)(3))
NC Secretary of State Entity ID Number:
Sosid: 3101609
Web Search (type geriatrx to see):
(Note) here is the document ID number: C202520401950
Most Recent Annual Report:
Board of Directors List:
Charitable Solicitation License
State Tax Exemption Certificate (maybe its needed or not)
Fundraising Plan
https://docs.google.com/document/d/1yJ8k5D3G2gpUskz3rAcE_fNu952-8pjKw84dYgtr5Wk/edit?usp=sharing
Notes
IRS Determination Letter
www.irs.gov
^^^ official bookmark for what is needed for the full 1023 501c3 form
www.wastatepta.org
^^^ Helpful eligibility worksheet for EZ or Full Form
- 1023 EZ Checklist Before Applying
- 1023 Full Checklist Before Applying
But - what if we are just starting?
FOR 1023-EZ
- You can still apply as a brand-new nonprofit.
- The $50,000/year gross receipts test is based on projected income for your first three years, not actual history.
- You’ll need to estimate your revenue realistically — if you later grow much faster than projected, the IRS usually doesn’t penalize you unless you knew you would exceed the limit when you filed.
- You don’t need past financials, just basic estimates you keep in your files.
FOR FULL 1023
- Instead of past financial statements, you provide a 3-year proposed budget showing:
- Expected revenue (donations, grants, fees, etc.)
- Expected expenses (programs, admin, fundraising)
- Your detailed narrative of activities will still need to describe what you plan to do, even if nothing has started yet.
- The IRS understands many nonprofits apply before launching — the key is showing clear, charitable purpose and viable plans.
Special tip for brand-new orgs:
If you don’t yet have programs running and your budget will be modest (<$50k/year for the first 3 years), 1023-EZ can save time and money.
If you expect to scale fast, or need credibility for large grants early on, full 1023 is safer.
(do we have to apply ever year)
Charitable Solicitation License
1. Do You Need a Charitable Solicitation License?
North Carolina law (G.S. 131F-5) requires organizations to obtain a license before soliciting contributions in the state—unless they qualify for an exemption under G.S. 131F-3.North Carolina General AssemblyNC General Assembly
Common Exemptions
You do not need to file for a license if you:
- Receive less than $50,000 in contributions annually and do not compensate any officers, trustees, organizers, incorporators, fundraisers, or solicitors.NC General Assemblygbmcpas.comHarbor Compliance
- Fit into one of the following categories:
- Religious institutions
- Government entities
- Educational institutions
- Hospitals
- Noncommercial radio/TV stations
- Volunteer fire departments/emergency services
- Certain nonprofit care facilities, YMCA/YWCA, etc.gbmcpas.comNC General Assembly
Note: Some exemptions require an annual written exemption request (e.g., to confirm you still receive under $50,000 and offer no compensation)Harbor ComplianceCore Docs.
2. How to Obtain an Exemption
If you believe your organization qualifies:
- Fill out Form 131F-3(3) (Exemption Request Form).This confirms your annual contribution level and absence of compensation.Core DocsHarbor Compliance
- Include:
- Submit to the NC Secretary of State’s Charitable Solicitation Licensing Division. Once approved, you'll receive an exemption letter—no license required, and you can legally solicit.Harbor Compliance
If You Need the License
- Required if you will solicit donations (cash, goods, pledges, event tickets, crowdfunding, etc.) from the public in NC.
- You must apply with the NC Secretary of State, Charitable Solicitation Licensing Division before starting fundraising.
- You’ll need:
- Renewal is annual.
3. How to Apply for a License (If You're Not Exempt)
If your nonprofit doesn't qualify for an exemption: