Mock Charity Filing – Multi-Tab Form

Organization Information

1. Organization Basics

Confirm the legal name and identifiers for the organization as they appear on IRS and incorporation records.

Organization legal name*

Other names used (DBA / former names)

Federal Employer Identification Number (FEIN)*

AGO Account / Charity ID (if known)

Fiscal year start*

Fiscal year end*

Filing type

Initial registration Annual filing Final filing / termination

2. Address & Contact Information

Mailing address*

City*

State*

ZIP Code*

Country

Principal office address

Organization telephone

Organization email

3. Primary Contact / Officer

Contact name*

Title

Contact email*

Contact phone

4. Related Organizations

Indicate whether the organization is related to any other entity as defined in the portal instructions.

Was your organization related to any other organization(s) during the reporting year?

Yes No

If “Yes”, briefly describe the related organizations.

5. Charitable Purposes

Provide the charitable purposes for which contributions shall be used *

Financial Data

1. Summary of Revenue

Contributions, gifts, grants*

Program service revenue

Membership dues & assessments

Fundraising events (net)

Investment income

Other revenue

Describe “Other revenue”

Total revenue

2. Summary of Expenses

Program service expenses*

Management & general expenses

Fundraising expenses

Grants & allocations

Total expenses

Net assets / fund balances at end of year

3. Balance Sheet

Total assets at beginning of year

Total assets at end of year*

Total liabilities at beginning of year

Total liabilities at end of year

4. Audit / Financial Statements

Were financial statements audited, reviewed, or compiled by a CPA?

Audited Reviewed Compiled No

Name of CPA firm (if applicable)

Upload financial statements (mock upload)

Upload financial statement PDFs

Files are not processed; this is UI only.

Restricted Funds

1. Donor-Restricted Funds Usage

Indicate whether donor-restricted funds were used for other purposes or loaned to unrestricted funds.

Have donor-restricted funds been removed from the fund or used for purposes other than those specified by the donor?

Yes No

If “Yes”, please provide an explanation

Have donor-restricted funds been loaned to unrestricted funds?*

Yes No

If “Yes”, please provide an explanation

Management & Affiliates

1. Officers, Directors, Trustees & Principal Executives

Attach a list of names, titles, and addresses of officers, directors, trustees, and principal salaried executives.

Upload list of management & principal executives

Mock upload (e.g. .pdf, .doc, .docx).

Optional notes about the management list

2. Management Company / Professional Management

Does the organization use an external management company?

Yes No

If “Yes”, provide the name of the firm and describe the services provided

3. Affiliations with Other Organizations

Are any officers/directors/trustees also in leadership of organizations that receive funds from or provide funds to this organization?

Yes No

If “Yes”, list individuals and describe the affiliation.

Schedule VCO

1. Schedule VCO Q1

Select a response for Schedule VCO Question 1 (required).

Schedule VCO Q1*

If “Yes”, briefly describe the VCO activity

2. Schedule VCO Q2

Additional follow-up for organizations with VCO activity.

Schedule VCO Q2

Optional notes related to Schedule VCO

Schedule RO – Related Organizations

1. Related Organization definition

A Related Organization is:

(a) Any entity (whether nonprofit or for-profit) which your organization directly or indirectly owns, or which directly or indirectly owns your organization. For this purpose, “owns” means directly or indirectly holding more than 50% of voting membership rights or voting stock;

(b) Any entity (whether nonprofit or for-profit) under common control with your organization. For this purpose, “control” means over 50% of an entity’s directors, trustees, or other members of its governing body are representatives of, or are directly or indirectly controlled by a second entity;

(c) Any entity (whether nonprofit or for-profit) (i) a purpose of which is to benefit or further the purposes of the reporting organization, or which the reporting organization was established to benefit or further in its purposes and (ii) which engaged in business transactions or business arrangements (including pledges or assignments of collateral and loan guarantees or other contracts of suretyship) with the reporting organization, or paid compensation to, an officer, director, trustee or employee of the reporting organization.

2. Schedule RO Question

Was your organization related to any other organization(s) during the reporting year?*

Yes No

If “Yes”, briefly describe the related organization(s) and relationship

Attachments Upload

1. Form PC

Upload Form PC

Mock upload; files are not processed.

2. IRS Form 990 / 990-EZ / 990-PF

Upload IRS Return

Upload the primary IRS return (mock only).

3. Audited Financial Statements

Upload audited financial statements

Reviewers Data

1. Reviewer 1

Primary reviewer for this filing (Name and Email are required in the Salesforce form). :contentReference[oaicite:1]{index=1}

Name*

Email*

Title

Phone

2. Reviewer 2 (optional)

Secondary reviewer (fields exposed in your Salesforce Reviewer Data tab for Reviewer 2). :contentReference[oaicite:2]{index=2}

Name

Title

Phone

Sign & Submit

1. Certification

I certify that the information provided in this filing is true, correct, and complete to the best of my knowledge.

I understand that this is a mock website and that no information submitted here is transmitted to the Attorney General.

2. Signature

Signer name*

Title

Date*

Massachusetts Office of the Attorney General

Non-Profit Organizations / Public Charities Division