Set up an account for a non-profit

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    Jason walter 
    Asked on September 10, 2019 at 12:47 PM

    Hello.

    I am looking to use Jotforms for our local cubscout den. I'm trying to figure out how I should set up the initial account prior to requesting the non profit discount.

    The way the non profit status is set up is that the cubscout den is sponsored by a church which holds the non-profit status. So our bank accounts are in the name of the church with a DBA of our cubscout den. 
    We plan to use the jotform to streamline our dues collection process. 

    My question is should I set everything up initially as the church or can I do it as the cubscout den?

    Thanks
    Jason

  • Profile Image
    zuritapia
    Answered on September 10, 2019 at 02:11 PM

    Hi Jason!

    You will have to create your account under the name of the church. Once you have created the account you will then need to apply for the Non-Profit Discount.

    https://www.jotform.com/nonprofit/pricing/

  • Profile Image
    Jason walter 
    Answered on September 13, 2019 at 01:43 AM
    Thanks for the reply.
    I went ahead and signed up.
    I contacted the church for a 990 form. Their accountant said since they are
    a religious organization, they are exempt from filing a 990.
    How would we proceed?
    Thanks
    Jason
    ...
  • Profile Image
    AndrewHag
    Answered on September 13, 2019 at 02:49 AM

    If you are not able to submit 990 form, you can upload any other documents which prove your non-profit status as the file upload field is required and you cannot submit the form without uploading the documents.