#1 Mistake Applying for 501c3 Status

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  • Опубліковано 30 січ 2025

КОМЕНТАРІ • 111

  • @jackt6112
    @jackt6112 2 роки тому +6

    Thanks! I have no intention of doing it myself, but I do need to know how things work, and this has been helpful.

    • @BossonaBudget
      @BossonaBudget  2 роки тому

      Awesome, that's a great strategy. Even if you're not doing it yourself, it's good to know the process for yourself.

  • @douwox
    @douwox Рік тому +4

    When you're doing research for a client and you inevitably run into the "consult an attorney" phrase... but you are the attorney 😂

  • @kristenstevens3301
    @kristenstevens3301 3 роки тому +7

    Great info! YES! I want to see us all win too!! Thank YOU!!

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      You’re welcome, thank you for watching!

  • @ambassadorsforchristglobal8535
    @ambassadorsforchristglobal8535 2 роки тому +1

    Boss on a Budget you absolutely ROCK!!

  • @johnbishopfineart
    @johnbishopfineart 2 роки тому +2

    Great information, and again, just when I needed to hear it. Thanks

    • @BossonaBudget
      @BossonaBudget  2 роки тому

      I'm glad it helped! Have you downloaded the free startup checklist yet?

  • @ChiTownMama
    @ChiTownMama 4 роки тому +12

    Thank you! I hired an attorney to handle my filing, we are in process right now! I dont want to take control of something I have ZERO experience with. Very GRATEFUL to have found an attorney who was willing to DONATE his time to us. #blessed

    • @BossonaBudget
      @BossonaBudget  4 роки тому +1

      That's great to hear!

    • @ChiTownMama
      @ChiTownMama 4 роки тому +6

      @@BossonaBudget this has for sure been a learning experience! Anybody who says starting your own non-profit is super easy has obviously never done it LOL

    • @BossonaBudget
      @BossonaBudget  4 роки тому +2

      @@ChiTownMama Exactly! Don't believe it either when they say, "you'll get so many grants!"

    • @ChiTownMama
      @ChiTownMama 4 роки тому +1

      @@BossonaBudget although, I hope we do!

    • @BossonaBudget
      @BossonaBudget  4 роки тому +1

      Of course, it comes with time

  • @inspiredgrowthplp1363
    @inspiredgrowthplp1363 Рік тому +1

    I love your channel!! So helpful

  • @chanellaurice
    @chanellaurice 4 дні тому

    Great information. I’m a do it myself person to help reduce costs, but will seek professional help. Want to make sure I do this correctly.

  • @NoobianBruh
    @NoobianBruh Рік тому +1

    This is very helpful information. Thank you. I have a question for you. If a person wants to start a non-profit religious organization (ministry, church, etc.) as a 501c3, should it be a public charity or private foundation?

    • @BossonaBudget
      @BossonaBudget  Рік тому +1

      Hi, that's an individual decision that you need to make, but that designation moreso depends on how you make money and how you're governed. My expertise isn't with churches though, so I would consult someone with that background.

  • @ArmandoMarino-d4v
    @ArmandoMarino-d4v 11 місяців тому +1

    Would a community theater be a private foundation or public charity because funds come from donations, ticket sales, and fundraising

    • @BossonaBudget
      @BossonaBudget  11 місяців тому

      It could be either one depending on your needs. Most theaters I’ve seen are public charities BUT I don’t know specifics and I can’t decide that for you

  • @brittanyw7108
    @brittanyw7108 2 роки тому +1

    Thank you for educating us!

    • @BossonaBudget
      @BossonaBudget  2 роки тому

      My pleasure, thank you for watching! Do you have any other questions?

  • @TheSparkisLove
    @TheSparkisLove 3 роки тому +1

    Thank you for sharing your knowledge!

  • @t.r.m1138
    @t.r.m1138 2 роки тому +1

    Mine is a private operating foundation. Hopefully I get the 1023 correctly done.

    • @BossonaBudget
      @BossonaBudget  2 роки тому +1

      Yes, I hope so! Congrats on starting a new organization!

  • @2close2themoon
    @2close2themoon 2 роки тому +5

    I work with nonprofits and this is indeed a HUGE deal. It's costly to fix. Getting that wrong sub-status can lock your org out of grants and sponsorships and unless you fix it, there's nothing I can do to help you.

    • @BossonaBudget
      @BossonaBudget  2 роки тому +1

      Yep! And it’s so easy to overlook it.

  • @t0dd000
    @t0dd000 Рік тому

    I will consult a team professional, but, we have been zero budget to start, so, we'll see.

  • @Cure4theSoulInc
    @Cure4theSoulInc 4 роки тому +1

    Great info but low volume. Thanks for this breakdown, the info is very valuable.

    • @BossonaBudget
      @BossonaBudget  4 роки тому

      Thanks for watching! Unfortunately, I can't reupload the video :(

  • @felitadaniely5820
    @felitadaniely5820 3 роки тому +1

    Great video and very helpful! Thank you so much.

  • @amandajones661
    @amandajones661 Рік тому +1

    Do you happen to have a video that covers how a nonprofit can switch from being a PF to PC? I'm working with a nonprofit right now that did this mistake and it's a pain trying to get everything changed over. Please do a video and include what to do during the 5 year period so I know we aren't missing anything. It's such a horrible mistake for a small nonprofit. 🤦‍♀️🤦‍♀️🤦‍♀️

    • @BossonaBudget
      @BossonaBudget  Рік тому

      I missed this comment! I know about it thought I haven’t done one personally. I can add it to my list!

  • @richards8834
    @richards8834 3 роки тому +1

    Thank you, you information is very helpful

  • @colleenchanner4543
    @colleenchanner4543 23 дні тому

    Sometimes finding an attorney is another trip cus some of them don't know Jack! I almost spent money consulting with a tax person who didn't even know anything about it. I was essentially giving information.

    • @BossonaBudget
      @BossonaBudget  23 дні тому

      You are definitely right about that! Some attorneys or accountants have no clue about this process so you have to vet them

    • @colleenchanner4543
      @colleenchanner4543 23 дні тому

      @BossonaBudget I'm praying for the tenacity because I just incorporated my document and now ready to file 1023 I will be watching more of your content. I really appreciate it!

  • @SOFIA-fr6kj
    @SOFIA-fr6kj 3 роки тому +2

    Do you have a template statement for the specific activities in the mission statement? I'm very lost

    • @BossonaBudget
      @BossonaBudget  3 роки тому +1

      Do you mean for the 1023 form?

    • @SOFIA-fr6kj
      @SOFIA-fr6kj 3 роки тому

      @@BossonaBudget For the 1023-EZ form

    • @BossonaBudget
      @BossonaBudget  3 роки тому +2

      I don’t have a template but it doesn’t have to be complicated. Just a general statement that sums up the activities you plan to do.

  • @thejunkdrawer419
    @thejunkdrawer419 2 роки тому +1

    Do you do fundraisers

    • @BossonaBudget
      @BossonaBudget  2 роки тому

      Not currently, what help are you looking for?

  • @trile8633
    @trile8633 3 роки тому +1

    Thank you for sharing your knowledge. I have a question, where do I find someone who is qualified to look at the 1023 to EZ form I about to fill and check for mistakes?

    • @BossonaBudget
      @BossonaBudget  3 роки тому +3

      Hi, you can check in with a business lawyer who might have a colleague experienced with nonprofits. You can also check with the nonprofit association or community foundation in your area who may be able to direct you to someone. You can also check out the NOLO series on how to start a nonprofit (on Amazon) and it walks you through the forms too.

  • @givonaallen5646
    @givonaallen5646 Рік тому +1

    Do you have to pay 243$ everytime , filling the Declaration of Directors and officers or the 501-NP?

    • @BossonaBudget
      @BossonaBudget  Рік тому

      are you referring to a specific state form? Every state has different forms but state don't provide federal tax-exempt status- that's the IRS

  • @jarellesmith4285
    @jarellesmith4285 2 роки тому +1

    If I don’t file for my 501c3 yet can I operate initially without a board of directors. I’m having a hard time finding the board members and I’d rather be able to start making impact and meet people who would be interested in serving while doing so

    • @BossonaBudget
      @BossonaBudget  2 роки тому

      The minimum number of required board members is governed by the state you incorporate in. In many states it’s only 1- but you don’t have to incorporate before you start talking to people. You can start making connections first and then start the paperwork.

    • @Johnnys_World859
      @Johnnys_World859 Рік тому

      I'm having the same problem

  • @bwj999
    @bwj999 2 роки тому +1

    Thanks good material here.

    • @BossonaBudget
      @BossonaBudget  2 роки тому +1

      You're welcome, thank you for watching!

  • @DogEcology
    @DogEcology Рік тому

    I’m starting my nonprofit, I haven’t gotten any donations yet, if I apply with the form 1023 by being a public charity, IS IT A HIGH CHANCE FOR THIS APPLICATION REQUEST FOR THE 501c3 determination BEING DENIED?? Or is it easy to be recognized and approved?

    • @BossonaBudget
      @BossonaBudget  Рік тому

      Hi, they approve based on your planned activities to be sure they fit the criteria so it's not necessarily based on how much money you've raised already. Most people have not raised money before they apply for their 501c3 status.

  • @familyfuncafeandicecream7102
    @familyfuncafeandicecream7102 3 роки тому

    How do I correct the spelling of the nonprofit name on my EIN. Just registered it today and notice it had an extra "s" in the name.

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      Try calling the IRS at 800 829-4933 to get assistance.

  • @zchamirriahall4680
    @zchamirriahall4680 2 роки тому +1

    Is there away that I can get to contact you

  • @GlennCrinerLA
    @GlennCrinerLA 3 роки тому

    I want to run A transitional home so what status do I need to file for that work most of my money will be coming from the state and the government???

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      I can’t speak to your specific circumstances, but I recommend that you look at the funders that you want to receive funding from and see what their requirements are. If they require you to be a nonprofit that’s a clue right there. But there’s a lot of government funding that doesn’t require being a nonprofit, so keep that in mind.

  • @adriaburrell9144
    @adriaburrell9144 Рік тому +1

    This is amazing info! Idk why u do it, but I consider u a Gift🙏🏽May alll your Gems be multiplied back to you Sis ✨👑I have a question and will go to your website for your input. Thank you!

    • @BossonaBudget
      @BossonaBudget  Рік тому

      I’m so happy to help, and I’m glad you this was a blessing to you ❤️

  • @gloriajames8997
    @gloriajames8997 4 роки тому +1

    Thank you

  • @33ling_truth2
    @33ling_truth2 2 роки тому

    Thanks❤❤❤

  • @coryhambrick
    @coryhambrick 2 роки тому

    Can i get approved for tax exempt without prior funding to startup

    • @BossonaBudget
      @BossonaBudget  2 роки тому +1

      You don’t need funds in the bank to apply for 501c3 tax exempt status.

    • @coryhambrick
      @coryhambrick 2 роки тому

      @@BossonaBudget thank you for replying to me.. I really do appreciate it

  • @Jajasofly
    @Jajasofly 3 роки тому +1

    Are private schools private foundation?

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      Generally, no, I don’t see how private schools would be set up as private foundations.

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      But it all depends on the type of status the school applied for

    • @Jajasofly
      @Jajasofly 3 роки тому +1

      Did not apply yet
      I’m trying to figure it out

    • @BossonaBudget
      @BossonaBudget  3 роки тому +1

      Foundations primarily grant money, they don’t typically provide direct services

    • @BossonaBudget
      @BossonaBudget  3 роки тому

      Ok, let me know if you have other questions.

  • @dellascott163
    @dellascott163 4 роки тому +2

    Great advice!

  • @mikeamren
    @mikeamren 2 роки тому +1

    Let's say someone made this mistake in the last 3 months of creating my non-profit....not me of course - ok it was me. Would it be better to file the 8940 and pay the huge fee for that, or close down the non-profit and start again - it wasn't that much to start to begin with.

    • @BossonaBudget
      @BossonaBudget  2 роки тому +1

      It really is your decision- based on what you think is easier and cheaper (I’m not going to make the decision for you lol) BUT if you do start over make sure you dissolve the corporation in your state and disperse any assets correctly.

  • @angelgirldebbiejo
    @angelgirldebbiejo 4 роки тому +2

    volume really low---I want to hear your beautiful voice...

    • @BossonaBudget
      @BossonaBudget  4 роки тому

      I apologize! I have a really soft voice :) I just tried it on my phone and computer and it came through ok for me. I will see if I can re-upload without losing the link.

  • @MikeJames-sl4ms
    @MikeJames-sl4ms 3 роки тому +1

    Great information! Are scholarship foundations that offer an annual scholarship considered as “public” since 100% of the funding comes from the public through donations?

    • @BossonaBudget
      @BossonaBudget  3 роки тому +2

      Thanks for watching! A public charity or private foundation can both provide scholarships, so it depends on what you designate yourself as in the 1023 form. Without knowing a lot of detail, it sounds like you wish to be a public charity.

    • @MikeJames-sl4ms
      @MikeJames-sl4ms 3 роки тому +1

      @@BossonaBudget Hey that is correct. As of now, just scholarship services with the hopes of adding mentorship and programming to our list of services in the future. According to the checklist, I do qualify for the 1023EZ. However, there’s so many options for the NTEE code I'm not sure what to classify us as on the 1023EZ. I have all of my paperwork and templates but to have a peace of mind, I was wondering If you know if NC offered Pro Bono services for non-profits?

    • @BossonaBudget
      @BossonaBudget  3 роки тому +1

      Make your best judgment on what’s the beat fit but when n in doubt you can always call the IRS.

    • @MikeJames-sl4ms
      @MikeJames-sl4ms 3 роки тому

      @@BossonaBudget Got it, thank you!

  • @therealsouthernbelles
    @therealsouthernbelles 3 роки тому +2

    Sis I try to explain. There are SEVERAL different types of 501c period. And what people fail to realize is that 501c is only a tax status to keep it you must be compliant

    • @BossonaBudget
      @BossonaBudget  3 роки тому +3

      We just have to keep educating people so they get it 💪🏽

  • @colleenchanner4543
    @colleenchanner4543 23 дні тому

    Section 509A declares u as a public charity

  • @terryseldon7446
    @terryseldon7446 3 роки тому +1

    😇👍

  • @shiftourwayscollective
    @shiftourwayscollective 4 роки тому +1

    Hello All, We are looking for a tax professional to assist anyone have any recommendations?

    • @BossonaBudget
      @BossonaBudget  4 роки тому

      Hi, SOW Collective, what assistance do you need? Is it related to the 1023 application?

  • @jacobhouston1655
    @jacobhouston1655 Рік тому

    Get to the point.

  • @CrownMarie11
    @CrownMarie11 2 роки тому

    Thank you