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Sandy Deja (Exemption Advisory Services)

Sandy Deja (Exemption Advisory Services)

Exemption Advisory Services offers a 150 page information website and reasonably priced ebooks to empower start-up nonprofits seeking 501(c)(3) tax exempt status. I am happy to answer brief email questions about 501(c)(3) applications at no charge, and from time to time, I prepare Form 1023, or review exemption applications prepared by others, for a fee.

Fairbanks, AK 99710-0525

Contact

Sandra Deja
Direct line: (907) 457-1498

Expertise

Legal/Compliance

  • State & federal registration & reporting

Planning & Organizational Development

  • Starting a nonprofit

About Sandy Deja (Exemption Advisory Services)

Exemption Advisory Services offers free on-line tools and reasonably priced ebooks to empower start-up nonprofits seeking 501(c)(3) tax exempt status.

http://www.501c3book.com was completely updated in the fall of 2016 to:
• include information about newer IRS Forms 1023-EZ and 8940 (Miscellaneous Determinations),
• incorporate assistance from existing public service websites, and
• extend coverage to key start-up and follow-on topics

The IRS once estimated that tens of thousands of 501(c)(3) applications submitted each year are prepared by nonprofit staff or volunteers, rather than tax professionals. On-line since 1998, http://www.501c3book.com/ was one of the first public service websites to provide help with IRS Form 1023 for these do-it-yourselfers. The plain-English page-by-page help includes insight into what the IRS is looking for and warnings about common pitfalls, as well as a few checklists, worksheets, and samples.

Although the IRS released a “Streamlined” Form 1023-EZ in mid-2014, https://www.irs.gov has almost no information about this 501(c)(3) application for small organizations. Sandy provides page-by-page information, as well as general information about eligibility, processing, and possible traps for the unwary, using more than three dozen “Frequently Asked Questions." http://www.501c3book.com/1023-ez-faqs.html

Sandy Deja’s ebook, “Prepare Your Own 501(c)(3) Application,” provides a greater depth of information than the website. First published in 2002, the book has been revised regularly, most recently in 2016. A 2018 Addendum covers recent minor changes to Forms 1023 and 1023-EZ. Often used by tax professionals, Prepare Your Own has been called “down to earth,” “like having a friend talk you through the 1023,” and “a nugget of pure gold.”

This website and these ebooks are based on more than 40 years of near-daily experience with IRS Form 1023, including 12 years as an IRS Exempt Organizations Specialist and preparation/review of literally thousands of exemption applications as a private consultant.

I am happy to answer brief email questions about 501(c)(3) applications at no charge, and from time to time, I prepare Form 1023, or review exemption applications prepared by others, for a fee. I do not have the background to help with state-level registration and do not prepare IRS information returns.

Background Info.

Subsector Experience

  • Arts and culture
  • Children, youth, and families
  • Community development
  • Disability issues
  • Economic development
  • Education
  • Employment and training
  • Environment
  • Faith-based
  • Healthcare
  • Housing and homelessness
  • Immigrant and refugee
  • International NGOs/nonprofits
  • LGBT issues
  • Mental health/Substance abuse
  • Nonprofit sector issues
  • Philanthropy
  • Research
  • Senior services
  • Small grassroots organizations
  • Social services - general
  • Sports and recreation
  • Volunteerism

Cultural Experience

  • African
  • African American
  • American Indian/Alaskan Native
  • Asian/Pacific Islander
  • Hispanic/Latino
  • Middle Eastern
  • Russian/Eastern European

Fee Structure

  • Hourly rate
  • Price for goods
  • Pro bono

County Availability

  • Adams
  • Asotin
  • Benton
  • Chelan
  • Clallam
  • Clark
  • Columbia
  • Cowlitz
  • Douglas
  • Ferry
  • Franklin
  • Garfield
  • Grant
  • Grays Harbor
  • Island
  • Jefferson
  • King
  • Kitsap
  • Kittitas
  • Klickitat
  • Lewis
  • Lincoln
  • Mason
  • Okanogan
  • Pacific
  • Pend Oreille
  • Pierce
  • San Juan
  • Skagit
  • Skamania
  • Snohomish
  • Spokane
  • Stevens
  • Thurston
  • Wahkiakum
  • Walla Walla
  • Whatcom
  • Whitman
  • Yakima