Legal Health Check: Intake & Records List

Please complete the following information to the best of your ability. Part 1 is basic information; Part 2 asks only whether each record exists. We check your public filings. We’ll ask more in-depth questions on the call, so for now, basic information is great. Thank you!

Part 1. Your organization

Please let your attorney know directly about the situation rather than writing in this form so it can be handled quickly and appropriately. Thank you!

Part 2. Records Do not gather everything before sending this back. Just let us know which documents your organization currently has available by checking the box next to that document. We will sort out the rest on the call. If you're unsure, keeping the box blank is a good answer. We will look up any annual reports, registrations, exemption status, and/or trademark filings that are publicly available during the process.

Thank you for submitting this information. Once we have reviewed this and checked the public filings, we will set up a call. Thank you for providing the most up-to-date information so we can best serve your nonprofit.