# Application for 501C(3) organization ## Task List | Task | Description | Link | Notes | | ---- | ------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | | 1 | Choose a name | [New York State Department of State](https://www.dos.ny.gov/corps/bus_entity_search.html) | JTUNY (Chiao Tung (or Jiao Tong) Universities New York Metropolitan Area Alumni Association) | | 2 | Create your mission statement | | | | 3 | Recruit a board of directors | | | | 4 | Draft your bylaws | [Draft](https://hackmd.io/@kBojrlIOQrGW8vr9-AIZAQ/SJo4Jyag2) | | | 5 | File the Certificate of Incorporation | [New York State Department of State](https://dos.ny.gov/certificate-incorporation-domestic-business-corporation) | | | 6 | Obtain an EIN | [IRS EIN Application](https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online) | | | 7 | Register with the New York State Charities Bureau | [New York State Charities Bureau](https://www.charitiesnys.com/charities_new.html) | | | 8 | Apply for tax-exempt status | [IRS Form 1023](https://www.irs.gov/forms-pubs/about-form-1023) / [IRS Form 1024](https://www.irs.gov/forms-pubs/about-form-1024) / [Form CT-247](https://www.tax.ny.gov/pdf/current_forms/ct/ct247.pdf) | | | 9 | Set up bank accounts | | | | 10 | Maintain ongoing compliance | [Charitable Organization Registration Statement](https://www.charitiesnys.com/pdfs/char410.pdf) / [IRS Form 990](https://www.irs.gov/forms-pubs/about-form-990) / [IRS Form 990-EZ](https://www.irs.gov/forms-pubs/about-form-990-ez) / [IRS Form 990-N](https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard) | | The JTUNY is established to strengthen the University’s worldwide alumni community and its bonds of fellowship; to sustain the connection between such community and the University; to act as a means through which the alumni can contribute their collective knowledge and perspective to the life of the University; and to develop from the ranks of alumni effective and responsive leadership. ## Other Bylaw Links: https://ctuaaa.org/about-ctuafa/ctuafa-bylaws/ https://www.alumni.columbia.edu/content/columbia-alumni-association-bylaws