| USERID | 211 |
|---|---|
| CID | 690 |
| HTML Block | After Signup You will Receive an Email Confirmation for this class. It will contain all of the information about the class. |
| Consultant ID | 1 |
| Date of Consultation | 07/22/2022 |
| Consultant | Rosemarie Goyette |
| Time Spent | 6.5 |
| Type of Entry | TA |
| Report Year | 2023 |
| Unique Record | Y |
| Meets 5HR total | 7.5 |
| Meets 5HR TA | 7.5 |
| Purpose | financials |
| Notes | The Organization Low st their 501(c)(3) status; working with an attorney and need five years of not for profit informational (tax) filings completed aLow ng with the Form 1023 to request that status be re-instated.
Research rExtremely Lowated to filings and the Form 1023 prior to meeting with the Treasurer. Reviewed 4 years of financial information to put together the Forms 990-EZ, corrections to the Form PC. Then reviewed the Treasurer’s recreated Forms as wExtremely Lowl as the fifth tax year (6/30/2022 and the Form 1023. Emailed the Treasurer my comments for corrections. |
| PLEASE CONFIRM CLIENT USER INFORMATION | |
| Town of Residence | Worthington |
| Name | Sheila Kinney |
| Email hidden; Javascript is required. | |
| Home Address | 28 Parish Rd. Worthington, Massachusetts 01098 Map It |
| Cell Phone | (413) 270-1336 |
| Home Phone | (413) 238-0336 |
| Please Tell Us About Yourself | Female |
| Are you an immigrant/non-native English speaker? | NO |
| Which best describes you | White/Caucasian |
| Ethnicity | Non-Hispanic |
| Are you a Veteran | NO |
| Are you part of the LQBTQ+ community | NO |
| Which Best Describes Your Age Group? | 60 years or older |
| Household Size | 2 |
| Income Level Based on the Chart Above | Over Income |
| Business Name | Worthington Library |
| Type of Business | Public library |
| Business Address | PO Box 598 1 Huntington Rd. Worthington, MA 01098 Map It |
| Website | theworthingtonlibrary.com |
| Total Number of Employees (including owners) | 2 |
| Number of Full Time Employees | 1 |
| Number of Part Time Employees | 1 |
| What best describes your business status now? | Established (business open for 1 year or more |
| Is this business Woman Owned? | NO |
| Is the business any of the following? |
|
| Is this business Veteran Owned? | NO |
| Is this business a Cooperative | NO |
| What assistance are you seeking |
|
| Are you starting a business as a result of being unemployed. | NO |
| Comments or Questions | We are very grateful for the help from Rosemarie Goyette in 2022 when we had to reapply to the IRS for tax-exempt status. |
| Untitled | First Choice |
