COM 0934.002 2022-2024 - Laserfiche WebLink

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***BEGIN NEW SECTION— "Required Organizational Documents"*** Required Organizational Documents Each document section will allow for only one file to be uploaded. Please combine all documents for each section into one file for that document type (ex. two years financials must be scanned into one file for upload). When uploading your files, please be sure that it is the correct and final document. All required documents must be in the current organization name or supporting documents provided with the name change(s) filed with the Department of Commerce & Consumer Affairs (DCCA). "Note: Corporate/Board resolutions, minutes, and other documents of this nature submitted as a requirement must indicate that the policy was adopted at a duly noticed meeting on a specified date and be signed and certified by an authorized member of the Board. 1. Upload your Proof of Authorization (Bylaws, Resolution, etc.) for binding signature. Must be authorized by Board to sign contracts. 2. Upload copies of your Annual Financial Statements for the two most recent years. You are required to provide Financial Statements (Comprehensive Profit & Loss Statement, or better, required; Audited Statements, if available) from the two most recent years. They must reflect financial operations within the past three-year period (1/1/2022—12/31/2024). The preparer's name, title, address, and signature must appear on the statement. If not prepared by a licensed CPA, it must be signed by the Executive Director or authorized member of your organization (title must be indicated, with an explanation to certify accuracy). • A waiver may be granted to provide (a minimum of) one year's information if the organization's date of incorporation is after January 1, 2023. • Financial statements for both years must fall completely within the three-year period. • If your organization does not have two years of audited statements that fall within the three-year period, it is acceptable to submit one year of audited statements and a Comprehensive Profit & Loss Statement or better for the second year. • If your organization does not have any audited statements within the three-year period, it is acceptable to submit a Comprehensive Profit and loss Statement, or better, for both years. 3. Upload a copy of pages 1 and 2 of your most recent IRS Form 990 filing. Provide the filing receipt if you filed the electronic (e-Postcard) version (990N). Must be for a period ending within the past 24 months (the filing period end date must be after January 31, 2023). • Copies marked as drafts are not acceptable. Submissions must be copies or confirmation of documents filed with the IRS. 4. Upload a copy of your organization's IRS letter of determination verifying the agency's IRS 501(c)(3) tax-exempt status. Upload a copy of your Articles of Incorporation. This must have the signature of the Executive Director or highest-ranking member of the organization (title must be indicated, with an