USERID | 211 |
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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? |
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Is this business Veteran Owned? | NO |
Is this business a Cooperative | NO |
What assistance are you seeking |
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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 |