DLB Consulting Group

Nonprofit / 501(c)(3) Formation Intake Form

Help us understand your organization so we can guide you through the 501(c)(3) process and church or nonprofit administrative setup.

🔒 Your information is kept strictly confidential and used only to process your service request.

Contact Information

Primary Contact Full Name*

Title / Role

Email Address*

Phone Number*

Best Time to Contact

Organization City & State

Organization Information

Organization / Church Name*

Desired Legal Name (if different)

Organization Type

State of Incorporation

Year Founded or Anticipated Start Date

501(c)(3) Tax-Exempt Status

Are you applying for 501(c)(3) status? *

YesNo

Type of Nonprofit Organization

Mission Statement*

Briefly describe your organization's purpose, who you serve, and your primary programs or activities.

Does your organization have a board of directors? *

YesNo

Has your organization filed any previous tax returns (Form 990)?

YesNo

Incorporation Status

Current Status

Tax Filing

Board of Directors — Member Details

Note: 501(c)(3) status requires a minimum of 3 unrelated board members. Please list your board members below.

Total Number of Board Members

Board Member 1 — Full Name

Board Member 1 — Title

Board Member 2 — Full Name

Board Member 2 — Title

Board Member 3 — Full Name

Board Member 3 — Title

Services Needed

Select all services you're interested in:

Additional Notes

Additional questions or context for Dawn

Create Your Client Account

⚠️ You must create an account to submit this form and process your work with DLB Consulting Group.

Email Address *

Password *

Confirm Password *

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Upload Supporting Documents (Optional)

Select any documents you have available. This helps Dawn prepare for your first meeting.