Lawrence Ickes, CPA | Donation Management

If you're starting a new non-profit organization Ickes CPA can help you prepare your organization's 501 (c)(3) application for tax-exempt status.

Here's what's needed...

Articles of Incorporation containing the Exempt Purpose Statement as described in IRS Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 ("Organizational Test").
Employer Identification Number
By-laws of the Organization
Minutes of Board Meetings
Names, Addresses, and Resumes of Board Members
Names and addresses of all Active Members
Inventory of Assets like cash, furniture, equipment, property, pledges, etc...
Inventory of Liabilities like mortgages, accounts payable, loans, etc...
Rent/Lease Agreements and Contracts
Revenue and Expense Statements for the last four years or as far back as possible if your organization has been in existence for less than four years.
Written Reason for Formation and History of the organization.
Organization Mission Statement or Statement of Faith or Beliefs for Churches and other Religious Organizations.
Organization Activities, Operations, and Programs Documentation including your statement of purpose & operations, food programs, fundraisers, flyers/brochures/pamphlets, etc...
Financial Support Documentation including all sources of revenue like contributions, tithes, offerings, fundraisers, etc...
Fund Raising Program Descriptions
IRS Processing/Filing Fee

Here's what we do for you...

Review and compile your financial statements
Design, install, and maintain your Accounting System
Weekly, bi-weekly, or monthly payroll preparation
Payroll Tax Preparation and Deposits
Provide training for your accounting personnel
Complete and file your non-profit status application
Provide training for your board on non-profit financial statement usage and effective budgeting practices
Prepare and file the 990 and 990T tax forms
Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies.
Churches: We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.

We are happy to prepare any of these items if you need help.

Donation Management