I would recommend hiring a company to manage your registrations. We use Clearly Compliant out of Cedar Rapids, IA and love them. They will do all the filing for you, which is a lot! Each state has its own requirements, so it can be a very daunting task. If you are interested in getting a quote from them I can give you our contact.
------------------------------
Stacy Robinson
University of Northern Iowa Advancement
stacy.robinson@uni.edu------------------------------
Original Message:
Sent: 01-22-2024 09:49 AM
From: Jeffrey Goldman
Subject: 990 Filing Question
Hello!
Our finance office is asking us to answer this question from the audit firm:
- Has the University considered registering in other states since there are contributions coming from other states?
The question on the actual 990 is: List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
My colleagues and I in Advancement have no prior experience with having to answer this question or take any action around registering to receive outside donations from PA. Is there some sort of explanation or blanket answer I can provide the Finance Office to satisfy the auditing team? Or is there specific action we need to take here?
Thanks!
Jeff Goldman
Director of Advancement Operations
Gwynedd Mercy University
1325 Sumneytown Pike
P.O. Box 901
Gwynedd Valley, PA 19437
215-358-8177 (office)
Goldman.j@gmercyu.edu
------------------------------
Jeffrey Goldman
Gwynedd Mercy University
goldman.j@gmercyu.edu
------------------------------