Self-Serve tier

Select between fiscal sponsorship Model A (comprehensive / direct project) and Model C (pre-approved grant relationship) under Greg Colvin's Fiscal Sponsorship 6 Ways framework. Embeds the variance-power doctrine, IRS Form 1023 fiscal-sponsorship treatment, and the §4945 / privat

Select the correct Form 990 series filing (990, 990-EZ, 990-N, or 990-PF) under IRC §6033 and the gross-receipts/total-assets thresholds. Embeds the $50K (990-N), $200K gross / $500K assets (990-EZ vs 990), and the May 15 deadline (calendar-year orgs). Surfaces auto-revocation ri

Build a Full Practice Authority (FPA) state petition strategy for an NP in a Reduced or Restricted practice state — either to support a state-level legislative or regulatory petition or to establish a personal practice plan while FPA is pending. Embedded 51-state FPA status map (

Prepare a grant application + run pre-application foundation due diligence. Embeds the Form 990 prior-year review (executive comp, related-party transactions, lobbying activity), IRS auto-revocation list check (§6033(j)), state charitable registration verification, and §509(a) cl

Render the §501(h) lobby-election decision and Form 5768 packet for §501(c)(3) public charities. Embeds the §4911(c) expenditure test thresholds (sliding scale max $1M lobbying / $250K grassroots), the §501(h) election scope (excludes churches, supporting orgs, private foundation

Screen §501(c)(3) transactions with insiders for private inurement (§501(c)(3) absolute prohibition), private benefit (more-than-incidental test), and excess benefit transactions under IRC §4958 intermediate sanctions. Embeds the rebuttable-presumption-of-reasonableness procedure

Classify a §501(c)(3) organization as public charity or private foundation under IRC §509(a)(1), (2), (3), or (4). Embeds the 1/3 public-support fraction and 10/33 facts-and-circumstances test under Reg. §1.170A-9 and §1.509(a)-3, the §509(a)(2) gross-receipts test, and the suppo

Generate a §6115 quid pro quo contribution disclosure when payment exceeds $75 and the donor receives goods or services in return. Embeds the "good-faith estimate of FMV" requirement, the deductible-portion calculation, and the de minimis token-exception thresholds (Rev. Proc. 90

Screen state-by-state charitable solicitation registration requirements for a §501(c)(3). Embeds the Unified Registration Statement (URS) and the 41 jurisdictions requiring registration, the 7-9 jurisdictions accepting URS but requiring state supplements, and common statutory exe

Screen §501(c)(3) revenue streams for unrelated business income tax under IRC §§511-514. Embeds the three-prong test (trade or business / regularly carried on / not substantially related), §513 statutory exclusions (volunteer labor, member convenience, donated goods), §513(h) qua