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  • Nonprofit 501c3 Questionnaire

    Please complete the form below. Once you submit your questionnaire, a Biz Specialist will contact you to set up your assessment call! If you have any questions about the questionnaire, please contact us at 323-744-8571 or email info@coffeyandbiz.com
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  • PLEASE NOTE:

    It is very important that you understand, as a nonprofit, 501c3 organization, you are NOT permitted to participate in the following activities: Support or oppose candidates in political campaigns in any way, conduct a trade or business that is not related to the exempt purposes of the organization, influence legislation, divide net earnings to shareholders or individuals of the organization.
  • Please list the names, addresses and phone numbers of your three Board of Directors (President, Secretary, and Treasurer) and any additional Board Members that you may have.

    Two or more offices may be held by the same individual, except for president and secretary. It is best to have three separate people for each office.
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