Wufoo

Community Economic Development Law Project (ESR)

100 N. LaSalle Street, Suite 600 - Chicago, Illinois 60602
Phone: (312) 939-3638 - Fax: (312) 630-1127 - For more information please contact Erica Spangler Raz Email: espanglerraz@cedlp.org

NONPROFIT APPLICATION FOR ORGANIZATIONS SEEKING ASSISTANCE WITH OBTAINING TAX EXEMPTION

The Community Economic Development Law Project (CEDLP) provides legal services to community-based organizations by matching community groups needing services with qualified attorneys to fulfill those needs. The representation received from the volunteer attorneys is free of charge, although there may be costs such as filing fees and closing costs, which are the responsibility of the organization. CEDLP staff will serve as an ongoing resource throughout the representation.

ELIGIBILITY GUIDELINES

To be eligible for assistance from CEDLP, a group must meet the following criteria:

1. The organization must be an organization seeking assistance to obtain recognition of tax exemption from the Internal Revenue Service. If your organization is already exempt from federal and state income tax, call our office to get the application for existing organizations or visit our website, www.cedlp.org.

2. The organization is not seeking legal representation for a dispute, litigation or matters that might reasonably lead to litigation.

3. The organization must be engaged in activities that serve low-income populations or communities. Most client organizations are involved in the following activities:

* job training, job development & placement, job retention and entrepreneurship,
* loan funds, community lending programs or a community credit union,
* child care/after school programs,
* civil rights/human rights,
* community education including but not limited to health clinics, domestic violence, education and awareness,
* social services including food pantries, clothing distribution, furniture distribution,
* arts and cultural organizations,
* real estate development (commerical, retail and affordable housing),
* transitional housing, supportive housing, group homes, shelters, or
* technical assistance providers.
THE CEDLP REQUIRES AN APPLICATION FEE. THE FEE IS BASED UPON THE ORGANIZATION'S ACTUAL BUDGET AND IS NONREFUNDABLE. PLEASE SELECT THE RANGE OF YOUR ACTUAL BUDGET.
FEE SCHEDULE *
0 - $25,000…………...….........$50.00 $25,000 - $100,000……... . …$75.00 $101,000 - $500,000………..$100.00 $501,000 - $1 million……… $250.00 More than $1 million……….$500.00
PART I. GENERAL INFORMATION

This application is for groups seeking legal assistance with obtaining recognition of income tax exemption. If your organization is already exempt from income tax, visit www.cedlp.org or call 312.939.3638.
Organization Name: *
Organization Address: *
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country

**You must complete each field. If the field doesn't apply type n/a.
Organization Phone: ### - ### - ####
Organization Fax: ### - ### - ####
Organization Web Address:
Organization Email:
Briefly describe the goal of the organization.
Primary Contact: * First Last
Contact Title: *
Contact Address: *
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country

**You must complete each field. If the field doesn't apply type n/a.
Contact Phone Number: ### - ### - ####
Contact Fax Number: ### - ### - ####
Contact Email:
Secondary Contact: * First Last
Title: *
Contact Address: *
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country

**You must complete each field. If the field doesn't apply type n/a.
Phone Number: * ### - ### - ####
Fax Number: ### - ### - ####
Contact Email:
PART II. STATISTICAL INFORMATION

CEDLP is a not-for-profit service organization that is dependent on funding from government, corporate and private sources. Without this support, the CEDLP would not be able to provide you with legal advice and representation. To apply for funding, we must supply statistics on our clients.
Does your organization specifically service one or more of the following constituencies?
Native American African American Latino/Hispanic Asian White Disabled Women Homeless Unemployed Elderly Gender/Sexual Orientation Other: Please use space below to identify
Does your organization specifically service one or more of the following age groups?
Under 18 60 & Over
If you are seeking assistance for a housing program, please state the type(s) of housing:
Single Room Occupancy Transitional Permanent Emergency Shelter Other
Where will the programs be offered? Identify the community or neighborhood in Chicago or Other City:
How did you hear about the Community Economic Development Law Project?
THE FOLLOWING INFORMATION MUST BE SENT IN WITH THE APPLICATION. APPLICATIONS SUBMITTED WITHOUT THIS INFORMATION WILL BE RETURNED TO THE ORGANIZATION FOR COMPLETION.
1. A LIST OF ALL THE OFFICERS, DIRECTORS AND EMPLOYEES OF THE ORGANIZATION. For each person, please submit the following in an attachment or mail in:

(a) The person's personal address (no PO Boxes or work addresses), phone, and email.
(b) Whether the person will be an officer, director and/or employee.
(c) The reason this person is involved with the organization. For example, describe the person's qualities and experiences that will help the organization achieve its goals. This may be a resume, a list of their experience or a biography.
(d) If the person will be paid, list how much, and who makes that decision.
(e) List any officer, director or employee from whom the organization will purchase or rent goods or services.
Please attach or mail in.
2. THE BUSINESS PLAN OF THE ORGANIZATION. Please submit your business plan as an attachment or mail in with the application fee. The business plan should include:

(a) The organization's mission and vision statements.
(b) Problems the organization seeks to address.
(c) The population served.
(d) A detailed description of the organization's activities and programs that will accomplish this goal.
(e) The community where the activities are to be conducted.
(f) Identification of others organizations addressing the same issues in the community and how this organization differs.
(g) The organization's sources of financial support and its plans for fundraising.
Please attach business plan or mail in.
3. IS THE ORGANIZATION INCORPORATED?
Yes No
If yes, please attach copies of Articles of Incorporation or mail in. If your organization is not incorporated,the CEDLP volunteer will prepare the Articles.
4. DOES THE ORGANIZATION HAVE BYLAWS?
Yes No
If yes, please attach bylaws or mail in. If you do not have bylaws, the CEDLP volunteer will prepare them.
5. DOES THE ORGANIZATION HAVE ITS FEDERAL EMPLOYER ID NUMBER (FEIN)?
Yes No
If yes, please attach or mail in. If you do not have an EIN, the CEDLP volunteer will help you obtain it.
THE ORGANIZATION'S PROJECTED BUDGET

Following are categories for a nonprofit organization's income and expense statement. Your organization should give serious thought to these and other items unique to your organization's activities. This is a start-up budget and represents your BEST GUESS regarding the needs of your organization and the sources and amounts of income needed to meets its expenses.

Your expenses should not exceed your income. Although your organization is unique, a good ballpark amount for the first year budget might be $75,000. If your organization had that amount of money, how would it spend the monies? Where would this money come from? You are encouraged to talk to people who operate similar organizations in the Chicago area to get a feel for the kinds and amounts of equipment you will need and the expenses that you will have.
If your Projected Budget is in a separate document, please attach. You do not need to complete the section below.
PROJECTED EXPENSES:
SALARIES
Executive Director..............Amount
Staff 1...............................Amount
Staff 2...............................Amount
OPERATIONS
Rent..................................Amount
Utilities (electricity, gas).....Amount
Telephone..........................Amount
Office Supplies...................Amount
Postage & Delivery.............Amount
Copying & Printing.............Amount
Travel & Meetings...............Amount
Publications & Dues............Amount
Accounting Services............Amount
Employee Benefits...............Amount
Payroll Taxes.......................Amount
Business Insurance.............Amount
Miscellaneous 1...................Amount
Miscellaneous 2...................Amount
Equipment...........................Amount
Items: (Amount)

Enter the item(s) and the total cost.

Example
2 chairs: ($110)
3 desks: ($300)
TOTAL Projected Expenses

Add up all your expenses and enter the total here.
PROJECTED INCOME:
Fees for services..................Amount
Sales of products................Amount
Individual contributions.......Amount
Corporate contributions.......Amount
Fundraising events...............Amount
Government grants..............Amount
Private foundation grants....Amount
TOTAL Projected Income

Add up all income and enter the total here. Note: Your expenses should not exceed your income.
If you submit this form and all attachments electronically, PLEASE SUBMIT THE APPLICATION FEE VIA MAIL to the address below.

If any documents needed to complete this application could not be submitted electronically, please include copies when you mail in your application fee.

Checks and money orders are payable to "CEDLP".

CEDLP
100 N. LaSalle St., Ste. 600
Chicago, IL 60602
Upon receipt of this information, if the organization is eligible, CEDLP will recruit an attorney to work with you. When the attorney's law firm approves the work, we will call you to schedule the first meeting. The information you submit will be shared with our volunteers in our efforts to recruit an attorney, and CEDLP also may disclose your organization's name to our funders. By signing below you agree that CEDLP may disclose the described information and that the information is true and correct.
SIGNATURE: * First Last
TITLE:
Date MM / DD / YYYY
NOTE: *
Before submitting, please make a copy of this application for your records.
Do Not Fill This Out

Wufoo

Community Economic Development Law Project (ESR)

NONPROFIT APPLICATION FOR ORGANIZATIONS SEEKING ASSISTANCE WITH OBTAINING TAX EXEMPTION

PART I. GENERAL INFORMATION

PART II. STATISTICAL INFORMATION

THE FOLLOWING INFORMATION MUST BE SENT IN WITH THE APPLICATION. APPLICATIONS SUBMITTED WITHOUT THIS INFORMATION WILL BE RETURNED TO THE ORGANIZATION FOR COMPLETION.

THE ORGANIZATION'S PROJECTED BUDGET

PROJECTED EXPENSES:

SALARIES

OPERATIONS

PROJECTED INCOME:

If you submit this form and all attachments electronically, PLEASE SUBMIT THE APPLICATION FEE VIA MAIL to the address below. If any documents needed to complete this application could not be submitted electronically, please include copies when you mail in your application fee.

If you submit this form and all attachments electronically, PLEASE SUBMIT THE APPLICATION FEE VIA MAIL to the address below.

If any documents needed to complete this application could not be submitted electronically, please include copies when you mail in your application fee.