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INITIAL FILING REQUIREMENTS TO BECOME A MONTANA NONPROFIT
- HOW TO INCORPORATE IN MONTANA STATE:
- File the Articles of Incorporation.
- Send to: Secretary of State P.O. Box 202801 Helena, MT 59620-2801
- The filing fee is $20. The 24 hr expedited processing is $40
- For more information,
- HOW TO OBTAIN 501(c) (3) TAX-EXEMPT STATUS:
- File Form 1023
- Send to: Internal Revenue Service P.O. Box 12192 Covington, KY 41012-0192
- Filing fee is $850 ($275 for 1023-EZ Form, as of July 1st, 2016)
- For more information,
- Website: www.irs.gov/charities
- Call:
- (800) 829–3676 (Form related questions)
- (800) 829–1040 (general information)
- HOW TO OBTAIN MONTANA STATE’S SALES TAX EXEMPTION:
- There is no state sales tax in the state of Montana.
- HOW TO REGISTER WITH MONTANA STATE’S ATTORNEY GENERAL:
- It is not required to register with attorney general for fundraising purposes.
ANNUAL FILING REQUIREMENTS TO MAINTAIN A MONTANA NONPROFIT
- MONTANA STATE’S SECRETARY OF STATE:
- File Annual Report Form
- Note that the due date is April 15th
- Send to: Secretary of State P.O. Box 202801 Helena, MT 59620
- The filing fee is $15. The late-filing fee is $30
- For more information,
- INTERNAL REVENUE SERVICE:
- File the Annual Return Form 990
- Note that the due date is 4 and a half months after the end of fiscal year.
- Send to: Internal Revenue Service1160W 12th Street Ogden, UT 842201
- There is no filing fee.
- For more information,
- Website: irs.gov/charities
- Call:
- (800) 829-3676 (Form related questions)
- (800) 829-1040 (general information)
- For Public Charities: Please go to the IRS website to determine which of the three forms to file: Form 990, Form 990-EZ, or Form 990-N.
- For Private Foundations: You are required to submit the Form 990-PF.
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