Page 87 - Washington Nonprofit Handbook 2018 Edition

officers, directors and other individuals should have more detailed
resumes or summaries of qualifications.

y Financial Data. Form 1023 requires historical and/or projected
financial data. If the organization has been in existence for four or
more years, it must provide information regarding its revenues and
expenses regarding the past four years. If it has been in existence for
more than one year, but less than four years, it must provide revenue
and expense information for each year it has been in existence, plus
projected revenue and expense information for a total of three years
of financial information. If the organization has been in existence for
less than one year, it must provide projections of its likely revenues
and expenses for the current year and the two subsequent years,
based on reasonable and good faith estimates of its future finances.

(iii) Information to Include if Applicable

Form 1023 asks for a variety of other documents and information, which may
or may not be applicable to your organization. Gather the following documents if
they are relevant to the organization and its activities:

y Printed materials. Printed materials that describe the organization’s
history, its activities and/or its plans for the future, which might
include newsletters, brochures, pamphlets, descriptive literature,
published materials, etc.

y Materials Prepared for Members. If the organization is a
membership organization, any materials prepared for members, such
as membership application forms, promotional materials, sample
membership certificates or identification cards, sample copies of
member-only publications, etc.

y Clippings. If the organization has received media coverage, include
copies of newspaper clippings, transcripts of interviews, etc.

y Events. If appropriate, a “schedule of events,” showing where and
when the organization has held informational, educational,
performance or other events during the last 12 months, including
approximate attendance.

WASHINGTON NONPROFIT HANDBOOK -76- 2018