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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.

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.Form1023Help.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, irs.gov has almost no information about this 501(c)(3) application for small organizations. Page-by-page information, as well as general information about eligibility, processing and possible traps for the unwary, are provided in the answers to more than three dozen “Frequently Asked Questions.”

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. 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.” Information of particular interest to those who are using Form 1023-EZ has been excerpted into a shorter (and cheaper) 1023-EZ Excerpt.

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

  • All WA Counties