NonprofitFilingData Object Reference

The NonprofitFilingData object contains comprehensive information required for nonprofit renewal filing across all states. This reference provides details for all fields in the object, including their types, descriptions, and available options.

Table of Contents


Organization Information

FieldTypeDescription
organization_nametextOrganization name
dbatextDBA (doing business as) - Optional: Only include if your organization operates under a different name. Only registered DBAs and tradenames should be listed.
eintextEmployer Identification Number (EIN) - Ensure your Employer Identification Number matches your IRS-issued documents.
ntee_codetextNTEE code
nonprofit_phonetextOrganization phone
nonprofit_faxtextOrganization fax
nonprofit_emailtextOrganization email
nonprofit_websitetextOrganization website

Tax Exempt Status

FieldTypeDescriptionOptions
irs_tax_exempt_statusenumIRS tax exempt status501(c)(3), 501(c)(4), 501(c)(4)_self-declared, 501(c)(5), 501(c)(6), 501(c)(19)
tax_deductiblebooleanAre donations to the organization tax deductible?
irs_applicationbooleanIRS application
applied_for_tax_exempt_statusbooleanHas the organization applied for tax-exempt status?
irs_application_datedateDate form 1023/1024 was filed with the IRS
irc_datedateIRS Determination Letter ISSUE/STAMPED Date
irs_determination_effective_datedateOriginal IRS Determination Letter EFFECTIVE Date
tax_exempt_status_denied_revoked_modifiedbooleanHas tax-exempt status ever been denied, revoked, or modified?
tax_exempt_status_deniedbooleanWas tax-exempt status denied?
tax_exempt_status_denied_datedateDate of denial
tax_exempt_status_revokedbooleanWas tax-exempt status revoked?
tax_exempt_status_revoked_datedateDate of revocation
tax_exempt_status_modifiedbooleanWas tax-exempt status modified?
tax_exempt_status_modified_datedateDate of modification

Organization Formation

FieldTypeDescriptionOptions
organization_typeenumType of organizationassociation, charter, corporation, federally_chartered, llc, trust, unincorporated_association
city_established_intextCity of formation
state_established_instateState of formation
state_established_in_othertextPlease specify
date_establisheddateDate of formation
nonprofit_purposetextareaStatement of charitable purpose and program service accomplishment
nonprofit_programs_descriptiontextareaPlease provide a description of your various programs.

Contact Information

FieldTypeDescription
nonprofit_addressaddressPhysical organization address
nonprofit_mailing_addressaddressMailing address - This address is where you receive mail.
financial_records_addressaddressFinancial records address - This address is where you hold financial records.

Chapters, Branches, and Affiliates

If the organization has chapters, branches, or affiliates in specific states, the following array structure is used:

FieldTypeDescriptionOptions
chapters_branches_affiliatesarrayList of chapters, branches, or affiliates in Colorado, Florida, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, or West Virginia
chapters_branches_affiliates[][state]multi_stateState
chapters_branches_affiliates[][type]enumTypeoffice, chapter, branch, affiliate
chapters_branches_affiliates[][chapter_name]textName
chapters_branches_affiliates[][ein]textEIN
chapters_branches_affiliates[][address]addressAddress
chapters_branches_affiliates[][mailing_address]addressMailing Address
chapters_branches_affiliates[][chapter_phone]textPhone
chapters_branches_affiliates[][chapter_fax]textFax
chapters_branches_affiliates[][chapter_email]textEmail
chapters_branches_affiliates[][chapter_website]textWebsite
chapters_branches_affiliates[][contact_first_name]textContact first name
chapters_branches_affiliates[][contact_last_name]textContact last name

Signatories and Contacts

Primary Signatory (Authorized Officer/President)

FieldTypeDescriptionOptions
signatory_first_nametextAuthorized Officer (President)
signatory_middle_nametext
signatory_last_nametext
signatory_titletext
signatory_emailtext
signatory_positionenumprimary_signatory, secondary_signatory

Secondary Signatory (CFO or Treasurer)

FieldTypeDescriptionOptions
second_signatory_first_nametextCFO or Treasurer
second_signatory_middle_nametext
second_signatory_last_nametext
second_signatory_titletext
second_signatory_emailtext
second_signatory_positionenumprimary_signatory, secondary_signatory

Organization Contact

FieldTypeDescription
organization_contact_first_nametextOrganization contact
organization_contact_middle_nametext
organization_contact_last_nametext
organization_contact_titletext
organization_contact_emailtext

Fundraising Information

FieldTypeDescriptionOptions
fundraising_methodsmulti_enumMethods of fundraisingcorporate_solicitation, door_to_door, email, grants, mail, newspapers/magazines, online_marketing, personal_solicitation, phone, text_messages, radio/tv, special_events, website, other
states_registered_inmulti_stateStates registered in
fundraising_methods_othertextOther methods of fundraising
professional_fundraising_counselbooleanDoes your organization use a professional fundraising counsel? A fundraising counsel (FRC), also known as a fundraising consultant, is an individual or business that is compensated to plan, manage, consult, advise on, or prepare solicitation materials for a charitable organization but does not directly solicit contributions.
professional_fundraisersbooleanDoes your organization use a professional fundraiser? A professional fundraiser (PFR) is also known as a professional solicitor, paid solicitor, or commercial fundraiser.
commercial_co_venturesbooleanDoes your organization use commercial co-ventures? A commercial co-venturer (CCV) is any person or entity that, for profit, advertises that the purchase or use of certain goods or services will benefit a charitable organization or charitable purpose.
federated_nonprofitbooleanIs your organization a federated nonprofit? “Federated fund-raising organization” means any federation of independent charitable organizations that have voluntarily joined together for purposes of raising and distributing money.
compensated_members_for_fundraisingbooleanAre the fundraising activities of the charitable organization or sponsor carried on by any compensated volunteers, members, or officers?

General Compliance

FieldTypeDescription
org_funds_for_penaltiesbooleanWere any organization funds used to pay any penalty, fine, or judgments?
independent_auditbooleanDid the organization conduct an independent audit and prepare audited financial statements in accordance with generally accepted accounting principles for this reporting period?
restricted_net_assetsbooleanDid the organization hold restricted net assets, while reporting negative unrestricted net assets?
financial_transactions_with_interestbooleanWere there any contracts, loans leases or other financial transactions between the organization and any officer, director or trustee thereof either directly or with an entity in which any such officer, director, or trustee had any financial interest?
financial_transactions_with_interest_explanationtextPlease explain
FieldTypeDescription
state_agency_agreementbooleanHas your charitable organization entered into an assurance of voluntary compliance (AVC), Consent Agreement, or similar agreement in any jurisdiction?
state_agency_agreement_explanationtextPlease explain
subjected_to_proceedingbooleanHas your charitable organization been the subject of a proceeding regarding any solicitation or registration?
subjected_to_proceeding_explanationtextareaPlease explain
denied_or_revokedbooleanHas your charitable organization had its registration or authority denied, suspended, or revoked by any governmental agency?
denied_or_revoked_explanationtextPlease explain
enjoined_by_courtbooleanHas your charitable organization been enjoined in any jurisdiction from soliciting contributions or been found to have engaged in unlawful practices?
enjoined_by_court_explanationtextPlease explain

Criminal History - Organization

FieldTypeDescription
convicted_of_felonybooleanHas your charitable organization, regardless of adjudication, been convicted of, or found guilty of, or pled guilty or nolo contendere to, or been incarcerated within the last 10 years as a result of having previously been convicted of any felony within the last 10 years?
convicted_of_felony_explanationtextPlease explain
convicted_of_crimebooleanHas your charitable organization been convicted of any crime involving fraud, theft, larceny, embezzlement, fraudulent conversion, misappropriation of property within the last 10 years?
convicted_of_crime_explanationtextPlease explain

Criminal History - Personnel

FieldTypeDescription
convicted_of_felony_employeebooleanHave any of your organization’s officers, directors, trustees, or employees been convicted of any felony within the last 10 years?
convicted_of_felony_employee_explanationtextPlease explain
convicted_of_crime_employeebooleanHave any of your organization’s officers, directors, trustees, or employees been convicted of any crime involving fraud, theft, larceny, embezzlement within the last 10 years?
convicted_of_crime_employee_explanationtextPlease explain
enjoined_by_court_employeebooleanHave any of your organization’s officers, directors, trustees, or principal salaried executive personnel been enjoined in any jurisdiction from soliciting contributions?
enjoined_by_court_employee_explanationtextPlease explain

Additional Compliance

FieldTypeDescription
subject_of_proceedingbooleanHas the organization or any of its officers, directors or employees been the subject of any proceeding regarding any solicitation or registration?
subject_of_proceeding_explanationtextPlease explain
cease_and_desistbooleanHas your organization been issued or received a cease and desist order from a governmental authority?
cease_and_desist_explanationtextPlease explain

Financial Information

Financial Metrics

FieldTypeDescription
percent_fundtextPercent fund
percent_fund_managedtextPercent fund managed
fybdateFiscal Year Start Date
fyedateFiscal Year End Date

Document Updates

FieldTypeDescription
articles_of_incorp_updatedbooleanHas your organization updated its Articles of Incorporation in the past fiscal year?
by_laws_updatedbooleanHas your organization updated its By-Laws in the past fiscal year?
irs_letter_updatedbooleanHas your organization updated its IRS Determination Letter in the past fiscal year?
FieldTypeDescription
related_officers_internalbooleanAre any officers, directors, trustees or employees of the organization related by blood, marriage or adoption to any other officer, director, trustee or employee of the organization?
related_officers_internal_explanationtextPlease explain
related_officers_fundraiserbooleanAre any officers, directors, trustees or employees of the organization related by blood, marriage or adoption to any other officer, agent, employee of any professional fundraiser under contract with the organization?
related_officers_fundraiser_explanationtextPlease explain
related_officers_vendorbooleanAre any officers, directors, trustees or employees of the organization related by blood, marriage or adoption to any supplier or vendor providing goods or services to the organization?
related_officers_vendor_explanationtextPlease explain

Board Members and Personnel

Board Members

FieldTypeDescriptionOptions
board_membersarrayOfficers, directors, trustees and responsible parties
board_members[][first_name]textFirst name
board_members[][middle_name]textMiddle name (or initial)
board_members[][last_name]textLast name
board_members[][title]textTitle
board_members[][responsible_for_custody_of]multi_enumResponsibilitiescustody_of_funds, custody_of_records, responsible_for_fundraising, responsible_for_distribution_of_funds, responsible_for_signing_checks
board_members[][address]addressAddress
board_members[][email]textEmail
board_members[][phone]textPhone
board_members[][salary]amountSalary
board_members[][hours]textHours per week

Executive Personnel

Executive Personnel means an employee of the organization (other than an officer, director, or trustee) who meets all three of the following tests:

  1. $150,000 test: Receives reportable compensation from the organization and all related organizations in excess of $150,000 for the most recently completed calendar year.
  2. Responsibility test: At any time during the most recently completed calendar year:
    a. Has responsibilities, powers, or influence over the organization as a whole that is similar to those of officers, directors, or trustees.
    b. Manages a discrete segment or activity of the organization that represents 10% or more of the activities, assets, income, or expenses of the organization, as compared to the organization as a whole.
    c. Has or shares authority to control or determine 10% or more of the organization’s capital expenditures, operating budget, or compensation for employees.
  3. Top 20 Test: Is one of the 20 employees who meet the above two tests.
FieldTypeDescription
executive_personnelarrayExecutive Personnel
executive_personnel[][first_name]textFirst name
executive_personnel[][last_name]textLast name
executive_personnel[][title]textTitle
executive_personnel[][address]addressAddress

Banking and Accounting

Banks

FieldTypeDescription
banksarrayBanks
banks[][name]textName
banks[][address]addressAddress
banks[][bank_account_number]textAccount number
banks[][bank_phone]textBank phone

Accountants

FieldTypeDescription
accountantsarrayAccountants
accountants[][name]textFirm name
accountants[][address]addressAddress
auditor_first_nametextIndividual who prepared the organization’s audited financial statement
auditor_last_nametext
auditor_titletext

Government Grants

FieldTypeDescription
receives_government_grantsbooleanHas your organization received government grants?
government_grantsarrayGrants
government_grants[][name]textGrant name
government_grants[][agency]textGranting agency
government_grants[][amount]amountAmount

State-Specific Requirements

California

FieldTypeDescription
california_rafflesbooleanDid the organization conduct raffles in California?
california_raffles_detailstextareaOr manually enter raffle details
california_car_donationbooleanDoes the organization have a car donation program managed by a paid fundraiser or another vendor?
california_car_donation_detailstextareaOr manually enter details of the car donation program
california_lobbyingbooleanDoes the organization participate in any lobbying activities?
california_lobbying_detailstextareaOr manually enter details of the lobbying activities

Florida

FieldTypeDescription
dbas_with_floridabooleanAre DBAs registered with the state of Florida?

Massachusetts

FieldTypeDescription
massachusetts_engage_datedateWhen did the organization first engage in charitable work in Massachusetts?
donor_restricted_funds_removedbooleanHave any restrictions been removed during the year from donor-restricted funds?
donor_restricted_funds_removed_explanationtextareaPlease explain
donor_restricted_funds_loanedbooleanHave donor-restricted funds been loaned to unrestricted funds?
donor_restricted_funds_loaned_explanationtextareaPlease explain

Minnesota

FieldTypeDescription
minnesota_contributionsamountTotal contributions received from Minnesota donors

Mississippi

FieldTypeDescription
mississippi_board_member_contact_first_nametextBoard member or officer contact
mississippi_board_member_contact_middle_nametext
mississippi_board_member_contact_last_nametext
mississippi_board_member_contact_titletext
mississippi_board_member_contact_emailtext
mississippi_board_member_contact_phonetext
mississippi_board_member_contact_addressaddress
mississippi_board_member_contact_2_first_nametextAlternate board member contact
mississippi_board_member_contact_2_middle_nametext
mississippi_board_member_contact_2_last_nametext
mississippi_board_member_contact_2_titletext
mississippi_board_member_contact_2_emailtext
mississippi_board_member_contact_2_phonetext
mississippi_board_member_contact_2_addressaddress

New York

FieldTypeDescription
new_york_contributionsamountTotal contributions received from New York donors
new_york_officebooleanDoes the organization have an office or employee located in New York?
new_york_assetsamountTotal assets located in New York

North Dakota

FieldTypeDescription
north_dakota_revenueamountTotal revenue raised in North Dakota
north_dakota_disbursedamountTotal amount disbursed within North Dakota

Ohio

FieldTypeDescriptionOptions
assets_in_ohiobooleanDoes the organization have assets in Ohio?
services_in_ohiobooleanDoes the organization conduct program services in Ohio?
ohio_entity_numbertextOhio Secretary of State entity number
ohio_bingobooleanDid your organization play bingo during this reporting period?
bingo_license_numbertextBingo license number
disposed_of_assetsbooleanIn the past year, have you leased, sold, exchanged, transferred, or otherwise similarly disposed of 50% or more of your total assets?
disposed_of_assets_explanationtextPlease explain
diversion_of_assetsbooleanDid the organization have a significant diversion of Assets due to theft, fraud, or any other similar event?
diversion_of_assets_explanationtextPlease explain
solicitation_not_year_roundbooleanWill solicitation NOT be conducted year-round?
solicitation_not_year_round_explanationtextPlease provide the from and to dates when the solicitation will be conducted
solicitation_not_in_all_counties_ohiobooleanWill solicitation NOT be conducted in all counties of Ohio?
solicitation_counties_ohiomulti_enumSelect the counties in which the solicitation will be conductedadams, allen, ashland, ashtabula, athens, auglaize, belmont, brown, butler, carroll, champaign, clark, clermont, clinton, columbiana, coshocton, crawford, cuyahoga, darke, defiance, delaware, erie, fairfield, fayette, franklin, fulton, gallia, geauga, greene, guernsey, hamilton, hancock, hardin, harrison, henry, highland, hocking, holmes, huron, jackson, jefferson, knox, lake, lawrence, licking, logan, lorain, lucas, madison, mahoning, marion, medina, meigs, mercer, miami, monroe, montgomery, morgan, morrow, muskingum, noble, ottawa, paulding, perry, pickaway, pike, portage, preble, putnam, richland, ross, sandusky, scioto, seneca, shelby, stark, summit, trumbull, tuscarawas, union, van_wert, vinton, warren, washington, wayne, williams, wood, wyandot
authorized_by_other_authority_ohiobooleanIs your organization registered with or otherwise authorized to solicit contributions by any governmental authority within Ohio, other than the attorney general’s office?
authorized_by_other_authority_ohio_explanationtextPlease explain
ohio_contributionsamountTotal contributions received from Ohio donors
ohio_distributionsamountTotal distributions to Ohio residents
solicitation_contract_unfulfilledbooleanIf your organization used a professional solicitor during this reporting period, did you not receive the amount guaranteed from the solicitation contract?
solicitation_contract_unfulfilled_explanationtextPlease explain
ohio_board_meetingstextTotal number of board meetings in the past fiscal year
loans_with_staff_ohiobooleanWere there secured or unsecured loans to or from board members or staff during the preceding fiscal year?
loans_with_staff_ohio_explanationtextPlease explain
large_transactions_ohiobooleanDid you have any transactions over $5,000 with related parties (excluding salaries/paid staff)?
large_transactions_ohio_explanationtextPlease explain

Oregon

FieldTypeDescription
oregon_revenueamountTotal revenue from Oregon exclusively
oregon_assetsamountTotal assets located in Oregon

Washington

FieldTypeDescription
washington_employees_namesarray3 employees receiving the greatest compensation in the current fiscal year
washington_employees_names[][first_name]textFirst name
washington_employees_names[][last_name]textLast name
washington_employees_names[][title]textTitle

West Virginia

FieldTypeDescription
west_virginia_contributionsamountTotal contributions received from West Virginia donors
west_virginia_distributionsamountTotal spent on programs in West Virginia exclusively

Fundraising Agreements

Last Year Agreements

FieldTypeDescriptionOptions
fundraising_agreements_last_yeararrayAgreements
fundraising_agreements_last_year[][fundraising_agreement_name]textName of fundraising agreement
fundraising_agreements_last_year[][contract_type]enumContract typepfr, ccv, pfrc
fundraising_agreements_last_year[][fundraising_agreement_signing_date]dateFundraising agreement signing date
fundraising_agreements_last_year[][fundraising_agreement_start_date]dateFundraising agreement start date
fundraising_agreements_last_year[][fundraising_agreement_end_date]dateFundraising agreement end date
fundraising_agreements_last_year[][fundraiser_phone_number]textFundraiser Phone Number
fundraising_agreements_last_year[][address]addressFundraiser address
fundraising_agreements_last_year[][fundraising_activity_type]textFundraising activity type
fundraising_agreements_last_year[][gross_receipts_from_fundraising_activities]amountGross receipts from fundraising activities
fundraising_agreements_last_year[][amount_paid_to_fundraiser]amountAmount Paid to Fundraiser
fundraising_agreements_last_year[][total_amount_paid_to_organization]amountAmount paid to organization
fundraising_agreements_last_year[][payment_terms]textPayment Terms
fundraising_agreements_last_year[][states_included]multi_stateStates Included
fundraising_agreements_last_year[][notes]textareaNotes

Current Year Agreements

FieldTypeDescriptionOptions
fundraising_agreements_this_yeararrayAgreements
fundraising_agreements_this_year[][fundraising_agreement_name]textName of fundraising agreement
fundraising_agreements_this_year[][contract_type]enumContract typepfr, ccv, pfrc
fundraising_agreements_this_year[][fundraising_agreement_signing_date]dateFundraising agreement signing date
fundraising_agreements_this_year[][fundraising_agreement_start_date]dateFundraising agreement start date
fundraising_agreements_this_year[][fundraising_agreement_end_date]dateFundraising agreement end date
fundraising_agreements_this_year[][address]addressFundraiser address
fundraising_agreements_this_year[][fundraising_activity_type]textFundraising activity type
fundraising_agreements_this_year[][gross_receipts_from_fundraising_activities]amountGross receipts from fundraising activities
fundraising_agreements_this_year[][amount_paid_to_fundraiser]amountAmount Paid to Fundraiser
fundraising_agreements_this_year[][total_amount_paid_to_organization]amountAmount paid to organization
fundraising_agreements_this_year[][payment_terms]textPayment Terms
fundraising_agreements_this_year[][states_included]multi_stateStates Included
fundraising_agreements_this_year[][florida_reg_num]textFlorida registration number
fundraising_agreements_this_year[][notes]textareaNotes

FieldTypeDescription
misdemeanor_or_felonybooleanSince the last filing have any of the organization’s officers, directors or principal executives been convicted of a misdemeanor or felony
misdemeanor_or_felony_explanationtextPlease explain
unlawful_practices_final_judgementbooleanHas any director, officer, member, trustee, partner, senior level executive or employee of the Charitable Organization been found by a final judgment to have engaged in unlawful practices regarding solicitation of contributions or administration of charitable assets?
unlawful_practices_final_judgement_explanationtextPlease explain
financial_interest_with_vendorbooleanDo any of the organization’s officers, directors, trustees or the five most-highly compensated employees have a financial interest in any activities engaged in by a fund-raising counsel or independent paid fund-raiser under contract to the organization, or any supplier or vendor providing goods or services to the organization?
financial_interest_with_vendor_explanationtextPlease explain
transfer_to_related_partybooleanDid you make actual payments or otherwise transfer value under a “Termination of Employment or Change of Control Compensatory Arrangement” with any “Related Parties”?
transfer_to_related_party_explanationtextareaPlease explain
agreement_with_related_partybooleanDo you have a “Termination of Employment or Change of Control Compensatory Arrangement” with any individual described in the Related Party definition, sections (a) or (b)?
agreement_with_related_party_explanationtextareaPlease explain
sold_or_transferred_assetsbooleanHas your organization sold or transferred assets to or purchased assets from or exchanged assets with a related party?
sold_or_transferred_assets_explanationtextareaPlease explain
leased_assets_to_or_from_related_partybooleanHas your organization leased assets to or leased assets from a related party?
leased_assets_to_or_from_related_party_explanationtextareaPlease explain
indebted_to_related_partybooleanHas your organization been indebted to a related party?
indebted_to_related_party_explanationtextareaPlease explain
investment_in_related_partybooleanHas your organization made or help an investment in a related party?
investment_in_related_party_explanationtextareaPlease explain
furnished_goods_to_related_partybooleanHas your organization furnished goods, services, or facilities to a related party?
furnished_goods_to_related_party_explanationtextareaPlease explain
acquired_goods_from_RP_compensationbooleanHas your organization acquired goods, services, or facilities from a related party who received compensation or other value in return?
acquired_goods_from_RP_compensation_explanationtextareaPlease explain
paid_wages_to_related_partybooleanHas your organization paid or became obligated to pay wages, salary, or other compensation to a related party?
paid_wages_to_related_party_explanationtextareaPlease explain
transferred_income_to_for_use_by_RPbooleanHas your organization transferred income or assets to or for use by a related party?
transferred_income_to_for_use_by_RP_explanationtextareaPlease explain
org_party_to_transaction_w_fin_interestbooleanWas your organization a party to any transaction in which any of its officers, directors, or trustees has a material finanical interest, or did any officer, director or trustee reveive anything of value not reported as compensation?
org_party_to_transaction_w_fin_interest_explanationtextareaPlease explain
org_invested_in_corporate_stockbooleanHas your organization invested in any corporate stock of a company in which any officer, director, or trustee owns more than 10% if the outstanding shares?
org_invested_in_corporate_stock_explanationtextareaPlease explain
property_held_in_name_of_person_orgbooleanIs any property of the organization held in the name of or commingled with the property of any other person or organization?
property_held_in_name_of_person_org_explanationtextareaPlease explain
org_make_grant_award_contributionbooleanDid your organization make a grant award or contribution to any other organization in which any of this organization’s officers, directors or trustees has a relationship?
org_make_grant_award_contribution_explanationtextareaPlease explain

Field Types Reference

  • text: Single-line text input
  • textarea: Multi-line text input
  • date: Date field (YYYY-MM-DD format)
  • boolean: true/false value.
  • amount: Monetary amount. Currency symbols and commas will be removed.
  • address: Structured address object: { address_line_1: '', address_line_2: '', city: '', state: '', zip_code: '' }
  • state: US state selector. Use state abbreviations, e.g. “CA” or “ND”.
  • multi_state: Multiple US states selector. Pass as a comma-separated list. Use state abbreviations.
  • enum: Single selection from predefined options
  • multi_enum: Multiple selections from predefined options. Pass as a comma-separated list.
  • array: Collection of related objects
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