Non-Profit Startup: Intake Form

Please submit the following information via this online form, which is encrypted with SSL to help ensure the data you enter is secure.

Name*
Prefix First Middle Last Suffix
Email*
Enter Email Confirm Email
Phone*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Organization Information
Organization Name*
Please enter the desired full legal organization name including punctuation and the entity suffix (LLC, Inc., etc.)
Organization Entity Type*
- Corporation
- Limited Liability Company (LLC)
Organization DBA ("Assumed Name")
The name the business goes by other than its legal name, if applicable.
Organization Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Organization Phone Number*
Organization Fax Number
Organization Email Address*
Organization Website
Status of Members*
Will the Non-Profit have Members?
Members vote on issues pertaining to the non-profit’s operations but do not directly participate in such operations themselves. They serve a similar purpose to shareholders in a for-profit corporation. If members are not included, directors make all decisions for the non-profit. Generally speaking, smaller non-profits go without members while larger ones include members.
- Yes
- No
Site of Initial Corporate Meeting*
Do you prefer to have your initial corporate meeting at our law office or have our attorneys draft written consents whereby owners/managers do not actually meet?
- At Wolfe & Houlehan Law Office (Lexington, Kentucky)
- Without Actual Meeting Via Written Consents
Personalized Provisions
Are there any particular provisions you definitely want to include in the Bylaws?
Consider issues relating to the company owners, officers, powers, liability, voting, termination, etc.
Member-Managed or Manager-Managed*
In a member-managed LLC, the members both own and operate/manage the LLC. In a manager-managed LLC, the members own the LLC while the managers operate/manage the LLC. The managers in a manager-managed LLC may simultaneously be members, thereby also holding ownership rights.
In most cases, the owners will be expected to also operate/manage the LLC, and therefore a member-managed LLC is preferred. But if there are certain individuals who have ownership rights in the LLC but who will not be operating/managing the LLC, a manager-managed LLC is the best option.
- Member-Managed
- Manager-Managed
Organization Directors and Officers*
There must be at least 3 directors.
Please list each person's address and title in the business next to their name.
Registered Agent*
The registered agent may be any owner or officer of the company.
Registered Office Address*
The registered office may be any physical address in Kentucky (not a P.O. Box).

Street Address City State ZIP Code
Date Organization Started*
Approximate date the business started or will start.
Date Format: MM slash DD slash YYYY
Organization Activities*
General description of what the business does, or which industry it is in.
General Organizational Purpose*
Which of the following describe the organization’s purposes?
- Charitable
- Religious
- Educational
- Scientific
- Literary
- Testing for public safety
- Fostering national or international amateur sports competition
- Preventing cruelty to children or animals
501(c)(3) Determination*
Is the organization:
- A church or a convention or association of churches
- A school, college, or university
- A hospital or medical research organization
- A governmental unit
- An entity that undertakes testing for public safety
- A publicly supported organization (museum, library, etc.)
- A home for the elderly or handicapped and low-income housing
- An organization providing scholarships, fellowships, educational loans, or other educational grants for travel and study to individuals and private foundations requesting advance approval of individual grant procedures
- A childcare organization providing care for children away from their homes
- A cooperative hospital service organization
- A cooperative service organization of operating educational organizations
- A charitable risk pool
- None of these
- Do not know
Impermissible Activities*
Will the organization do any of the following?
1. Support or oppose candidates in political campaigns
2. Attempt to influence legislation
3. Operate bingo or other gaming activities
4. Provide disaster relief
5. Provide commercial-type insurance
- Yes
- No
Other Businesses Owned*
Please include the full legal business name(s) - including punctuation and the entity suffix (LLC, Inc., etc.) - of the other business(es) you own.
Annual Accounting Period / Tax Year*
- Calendar Year
- Fiscal Year
Fiscal Year End Date*
Your company's fiscal year ends on what month and day?
Responsible Party*
The responsible party controls, manages, or directs the applicant entity and the disposition of its funds and assets. The IRS describes it in greater detail here: https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Responsible-Parties-and-Nominees
The responsible party may be an individual, in which case we will need the individual’s full name and social security number. We will not use the responsible party's social security number for any other purpose and will keep it strictly confidential. The responsible party may be another business entity, in which case we will need the business’ name and EIN.
Responsible Party Tax ID*
The responsible party's SSN or EIN.
Status of Employees*
Does the business have employees?
- Yes
- No
Date Employees First Paid*
Approximate date the first employee was paid / will be paid.
Date Format: MM slash DD slash YYYY
Employee Intention*
Will the business have employees working in Kentucky within the next 6 months?
- Yes
- No
Employees Receiving W-2 Forms*
Do you have or expect to have any employees who will receive W-2 forms in the next year?
W-2 forms are Wage and Tax Statements issued by an employer to his or her employees showing taxes (federal income tax, Social Security, Medicare) deduced from their pay. The vast majority of businesses with employees must file W-2s. See an example of a W-2 here: http://www.irs.gov/pub/irs-pdf/fw2.pdf
- Yes
- No
Zoning Registration*
Have you registered with the local building or zoning inspector?
- Yes
- No
Additional Information
Please include any additional information you would like our attorneys to know.
Disclaimer*
Our attorneys may review the information you submit for the purposes described on this website. The use of this form for communication with our firm does not establish an attorney-client relationship. Our review of the information sent to us will not preclude us from representing any other client if confidential information is sent through this form.
- I agree
- I do not agree
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Organization Information