501c3 todo - Revision history

Wiki-Leo: rv spam by Daisy Fae

2012-09-21T05:20:42Z

rv spam by Daisy Fae

Wiki-Daisy Fae at 15:00, 20 September 2012

2012-09-20T15:00:57Z

Wiki-Daisy Fae at 15:00, 20 September 2012

2012-09-20T15:00:35Z

Neteler: +cat

2012-02-08T20:18:09Z

+cat

Tmitchell: /* Part V */ update

2008-02-07T23:50:09Z

Part V: update

Tmitchell: /* Part IV */ narrative complete

2008-02-07T17:28:25Z

Part IV: narrative complete

Tmitchell: update status

2008-02-07T17:08:48Z

update status

Tmitchell: /* Part III */ add dissolution pointer

2008-01-10T19:07:22Z

Part III: add dissolution pointer

Tmitchell: /* Part III */ add url example of dissolution clause

2008-01-10T18:49:03Z

Part III: add url example of dissolution clause

Tmitchell: /* Part V */ add note re: conflict policy

2008-01-10T18:43:53Z

Part V: add note re: conflict policy

← Older revision		Revision as of 05:20, 21 September 2012
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	[[Category: Board]]		[[Category: Board]]
−	~~[http://www.12monthloanss.org.uk 12 month]~~

← Older revision		Revision as of 15:00, 20 September 2012
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	[[Category: Board]]		[[Category: Board]]
−	[http://www.~~12monthloans~~.org.uk/ 12 month ~~loans~~]	+	[http://www.12monthloanss.org.uk 12 month]

← Older revision		Revision as of 15:00, 20 September 2012
Line 99:		Line 99:

	[[Category: Board]]		[[Category: Board]]
		+	[http://www.12monthloans.org.uk/ 12 month loans]

← Older revision		Revision as of 20:18, 8 February 2012
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	** See instructions for Part XI for a definition of gross receipts over a 4-year period		** See instructions for Part XI for a definition of gross receipts over a 4-year period
	** Payable to "United States Tresaury"		** Payable to "United States Tresaury"
		+
		+	[[Category: Board]]

@@ Line 60: / Line 60: @@
 == Part V ==
 * ''1a List the names, titles, and mailing addresses of all of your officers, directors, and trustees. For each person listed, state their total annual compensation, or proposed compensation, for all services to the organization, whether as an officer, employee, or other position. Use actual figures, if available. Enter “none” if no compensation is or will be paid. If additional space is needed, attach a separate sheet. Refer to the instructions for information on what to include as compensation.''
 ** '''Provide list of all officers, etc.'''
@@ Line 65: / Line 66: @@
 ** '''Necessary for volunteers'''
 * ''3a For each of your officers, directors, trustees, highest compensated employees, and highest compensated independent contractors listed on lines 1a, 1b, or 1c, attach a list showing their name, qualifications, average hours worked, and duties.''
-** '''Necessary for volunteers?'''
+</s>
 * ''4g  ... describe how you set compensation that is reasonable for your officers, etc.....''
 * ''5a Have you adopted a conflict of interest policy consistent with the sample conflict of interest policy in Appendix A to the instructions? If “Yes,” provide a copy of the policy and explain how the policy has been adopted, such as by resolution of your governing board.''

@@ Line 54: / Line 54: @@
 == Part IV ==
 * ''Using an attachment, describe your past, present, and planned activities in a narrative. If you believe that you have already provided some of this information in response to other parts of this application, you may summarize that information here and refer to the specific parts of the application for supporting details. You may also attach representative copies of newsletters, brochures, or similar documents for supporting details to this narrative.''
-* '''Narrative description of organisation purpose needed''': [[501c3_narrative|Started here]]
+</s>
 == Part V ==

@@ Line 5: / Line 5: @@
 * ''1 Section 501(c)(3) requires that your organizing document state your exempt purpose(s), such as charitable, religious, educational, and/or scientific purposes. Check the box to confirm that your organizing document meets this requirement. Describe specifically where your organizing document meets this requirement, such as a reference to a particular article or section in your organizing document. Refer to the instructions for exempt purpose language. Location of Purpose Clause (Page, Article, and Paragraph)''
 ** '''This is in ARTICLE 1 - "Purposes section of bylaws", but could be clearer as to how our purpose relates to the "exempt purposes"'''
-* ''2a Section 501(c)(3) requires that upon dissolution of your organization, your remaining assets must be used exclusively for exempt purposes, such as charitable, religious, educational, and/or scientific purposes. Check the box on line 2a to confirm that your organizing document meets this requirement by express provision for the distribution of assets upon dissolution.''
+* <s>''2a Section 501(c)(3) requires that upon dissolution of your organization, your remaining assets must be used exclusively for exempt purposes, such as charitable, religious, educational, and/or scientific purposes. Check the box on line 2a to confirm that your organizing document meets this requirement by express provision for the distribution of assets upon dissolution.''</s>
 <s>
 ** '''We appear to not have any dissolution clause(s) in our bylaws'''
@@ Line 13: / Line 13: @@
 == Part V ==
 * ''4a Do you or will the individuals that approve compensation arrangements follow a conflict of interest policy?''
 ** '''Answered NO'''
@@ Line 18: / Line 20: @@
 * ''5a Have you adopted a conflict of interest policy consistent with the sample conflict of interest policy in Appendix A to the instructions? If “Yes,” provide a copy of the policy and explain how the policy has been adopted, such as by resolution of your governing board.''
 ** '''Review Appendix A to the instructions to confirm our policy, Article III - Section 3.9, meets their requirements'''
-Jan-08: '''Reviewing a policy with board'''
+** Jan-08: '''Reviewing a policy with board'''
 == Part VIII ==
@@ Line 42: / Line 46: @@
 = Required Attachments =
 == Part II  ==
 '''Part complete - docs attached'''
 * 1 Articles of incorporation:  [http://www.osgeo.org/content/foundation/incorporation/osgeo_certificate.pdf certificate]
 * 5 Bylaws:  [http://www.osgeo.org/content/foundation/incorporation/OSGeo_Bylaws_02-27-2006.pdf bylaws]
 == Part IV ==
@@ Line 60: / Line 67: @@
 * ''5a Have you adopted a conflict of interest policy consistent with the sample conflict of interest policy in Appendix A to the instructions? If “Yes,” provide a copy of the policy and explain how the policy has been adopted, such as by resolution of your governing board.''
 ** '''Supply copy of policy from bylaws Article III - Section 3.9'''
 == Part VIII ==
 * ''4a Do you or will you undertake fundraising? If “Yes,” check all the fundraising programs you do or will conduct. (See instructions.)''
@@ Line 69: / Line 77: @@
 * ''11 Do you or will you accept contributions of: real property; conservation easements; closely held securities; intellectual property such as patents, trademarks, and copyrights; works of music or art; licenses; royalties; automobiles, boats, planes, or other vehicles; or collectibles of any type? If “Yes,” describe each type of contribution, any conditions imposed by the donor on the contribution, and any agreements with the donor regarding the contribution.''
 ** '''Explain IP transfer process as described'''
 == Part IX ==
 * ''A. 23 Any expense not otherwise classified, such as program services (attach itemized list)''
@@ Line 75: / Line 84: @@
 * ''B. 19 Have there been any substantial changes in your assets or liabilities since the end of the period shown above? If “Yes,” explain.''
 ** '''Explain further donations and liabilities in first real full operating year (2007)'''
 == Part X ==
 * ''7 Did you receive any unusual grants during any of the years shown on Part IX-A.  Statement of Revenues and Expenses? If “Yes,” attach a list including the name of the contributor, the date and amount of the grant, a brief description of the grant, and explain why it is unusual.''
 ** ''attach list of unusual grants''
 == Part XI ==
 * User Fee.. ''gross receipts > $10k annually?'' -> '''pay $750'''
 ** See instructions for Part XI for a definition of gross receipts over a 4-year period
 ** Payable to "United States Tresaury"