Paper Pushers: Difference between revisions

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|-
|-
| Get a lawyer
| Get a lawyer
| In Progress
| unassigned
| ErikC
|  
| 2009-07-31
|  
| It would be good to get someone who can look over our legal documents and inform us about our responsibilities, liabilites, etc.
| It would be good to get someone who can look over our legal documents and inform us about our responsibilities, liabilites, etc.
|  
|  
|-
| Fill out DBA form
| unassigned
|
| 2009-07-31
| We need to fill out a "doing business as" form so that we can legally use the name "Hive13" on our paperwork, bank account, etc. 
| http://www.sos.state.oh.us/SOS/businessServices/Filing%20Forms%20%20Fee%20Schedule/534a.aspx
|-
|-
| File for tax exempt status
| File for tax exempt status
| unassigned
| in progress
|  
| Dave
| 2009-08-31
| 2009-08-31
| We have to fill out federal form 1023 (see below) and send it to the IRS to become a 501(c)3.
| We have to fill out federal form 1023 (see below) and send it to the IRS to become a 501(c)3.
|  
| Fill out [[Form 1023 Draft]]
|-
| Draft Bylaws
| in progress
| [[User:DaveMenninger|Dave]]
| 2009-07-07
| We need to finish the [[Bylaws]] before the [[Organizational Meeting]] so that we can officially adopt them.
| Vet the sections by posting them to the mailing list.  Start with the section on Officers.
|-
| Get an insurance agent
| in progress
| [[User:DaveMenninger|Dave]]
| 2009-07-01
| Dave is in contact with an insurance person, but this person is slow to respond.  Pursuing other courses of action is welcome.  We need to have renter's and/or liability coverage since it's required by our lease (and since it's a good idea).
|
|-
| Hold [[Organizational Meeting]]
| unscheduled
|
| 2009-07-07
| We need to hold this meeting in order to initiate a bunch of corporate things.
| Waiting on: [[Bylaws]], <strike>[[Record Book]]</strike>, [[Budget]].  Also, find mutually convenient date for all Board members.
|-
| <strike>[[Records Book]]</strike>
| DONE
| <strike>[[User:DaveMenninger|Dave]]</strike>
| <strike>2009-07-01</strike>
| <strike>We need an official repository for our legal documents as required by law.  I have a binder that is serving this purpose currently.  I do not have copies of all the documents.  I would like to get a better case to hold the docs and also make copies of many of them.</strike>
| <strike>Bought a nicer storage box for files from Staples.</strike>
|-
|-
| Register with Ohio AG
| Register with Ohio AG
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| All non-profits are required to register with the Ohio AG to insure that we are complying with the rules that govern non-profits.
| All non-profits are required to register with the Ohio AG to insure that we are complying with the rules that govern non-profits.
| Waiting on: File tax exempt status, Hold Organizational Meeting
| Waiting on: File tax exempt status, Hold Organizational Meeting
|-
|}
|}


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* register with Ohio AG (after 501c3)
* register with Ohio AG (after 501c3)
* http://www.ag.state.oh.us/business/forms/char/reg_form_char_trust.pdf
* http://www.ohioattorneygeneral.gov/Services/Non-Profits/Charitable-Registration


=== Ohio Form 534A - Name Registration ===
=== Ohio Form 534A - Name Registration ===


* http://www.sos.state.oh.us/SOS/businessServices/Filing%20Forms%20%20Fee%20Schedule/534a.aspx
* http://www.sos.state.oh.us/SOS/businessServices/Filing%20Forms%20%20Fee%20Schedule/534a.aspx
* cost to file: $50


==== questions / answers ====
==== questions / answers ====
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* address: '''(jason's)'''
* address: '''(jason's)'''
* general nature of business: ?
* general nature of business: ?
=== Membership Application ===
* [[Membership Application]]
=== Liability Waviers ===
Combine these two documents into one:
* [[Release of Liability]]
* [[Limit of Liability Form]]


== References ==
== References ==
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* http://www.citmedialaw.org/legal-guide/articles-incorporation-nonprofits
* http://www.citmedialaw.org/legal-guide/articles-incorporation-nonprofits
* http://www.irs.gov/pub/irs-pdf/p557.pdf
* http://www.irs.gov/pub/irs-pdf/p557.pdf
=== Type of Non-Profit? ===
* [http://www.irs.gov/charities/nonprofits/article/0,,id=96189,00.html 501(c)(7) Social Club]
* [http://www.irs.gov/charities/charitable/article/0,,id=96099,00.html 501(c)(3) Charitable Organization]

Latest revision as of 10:36, 21 June 2010

Members

Activities

Task List

Task Status Assigned To Due Date Description Next Step
Get a lawyer unassigned It would be good to get someone who can look over our legal documents and inform us about our responsibilities, liabilites, etc.
File for tax exempt status in progress Dave 2009-08-31 We have to fill out federal form 1023 (see below) and send it to the IRS to become a 501(c)3. Fill out Form 1023 Draft
Register with Ohio AG unassigned 2009-08-31 All non-profits are required to register with the Ohio AG to insure that we are complying with the rules that govern non-profits. Waiting on: File tax exempt status, Hold Organizational Meeting

To Do:

  • get state tax exemption from state
  • get property tax exemption from city
  • get solicitation license
  • get mail permit
  • get unemployment insurance req's

Governance

This has become its own page: Governance

Fund Raising Ideas

This has become its own page: Fundraisers

Forms

Ohio Form 532 - Articles of Incorporation

Federal Form 1023 - Tax Exempt Status

Ohio form CFR-1

Ohio Form 534A - Name Registration

questions / answers

  • check one - trade name / fictitious name: fictitious name
  • name being registered: Hive13
  • name of registrant: Sad Bee, Inc.
  • the registrant is a ...: Ohio Corporation, charter number=1864505
  • address: (jason's)
  • general nature of business: ?

Membership Application

Liability Waviers

Combine these two documents into one:

References

Helpful links