[Hidden-tech] 501(c)(3)

[Don Lesser]

The Pioneer Valley PC User's Group set up a 501(c)3. I do not know who
handled the initial paperwork. I did the follow up yearly reporting, which
was minimal: one form and a $20 fee. The only hard part was that, since no
one has a typewriter anymore, filling out the form (a downloaded PDF) was a
pain. If you take the time to lay out the information to be printed in Word
or some other app and print it on the form, you will save yourself a lot of
annoyance for the yearly filing. 

Don Lesser
Pioneer Training, Inc.
139 B Damon Road, Suite 2
Northampton, MA 01060
(413) 387-1040 / (413) 536-1030
(413) 586-0545 (fax)
dlesser at ptraining.com
www.ptraining.com


-----Original Message-----
From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of Charlie
Heath
Sent: Wednesday, April 22, 2009 12:15 PM
To: hidden-discuss at lists.hidden-tech.net
Subject: Re: [Hidden-tech] 501(c)(3)

   ** Be sure to fill out the survey/skills inventory in the member's area.
   ** If you did, we all thank you.


My experience was similar as a financial officer for a small 501-c3 - I 
would not want to try to file the initial paperwork without an expert to 
review the specifics of the organization and make sure we set things up 
properly for our bylaws, records we need to keep, annual forms we need 
to file, and procedures for compensation & donations from officers etc. 

However, I was comfortable handling the annual paperwork myself once we 
had been walked through that the first time, for a fairly simple 
organization.  You'd need to consider your specifics to decide if that 
might be appropriate for another organization.

Sorry to say, but I don't know anyone to recommend in the valley as an 
adviser -

Charlie Heath
Town Websites
http://townwebsites.com
hosting services: http://townwebsites.us/hosting


Matthias Theo wrote:
>   ** Be sure to fill out the survey/skills inventory in the member's 
> area.
>   ** If you did, we all thank you.
>
>
> Jeff,
>
> I am an officer in an non-profit organization that filed for 501(c) 7 
> status. We used one of the organization's members (an intellectual 
> property lawyer) to initially file using Legal Zoom registering in the 
> state of Delaware. Legal Zoom did not work out to be accurate or 
> timely; you get what you pay for, I guess...
>
> Subsequently, our lawyer (and his firm) handled things directly in the 
> state of MA. This ran much more smoothly, albeit at a higher cost.
>
> I can contact our lawyer to see if he can refer someone if you wish. 
> However, he is located near Boston, so you may want to contact someone 
> near the valley.
>
> Theo Matthias
>
>
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