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Click ‘Get Form’ to open the wi form financial in the editor.
Begin with Section A, where you will enter the name of your charitable organization and any trade names. Ensure you also provide your WI Charitable Organization Number and Federal Employer Identification Number.
Next, provide contact information for the individual responsible for this form. Fill in their first name, last name, address, city, state, zip code, phone number, and email.
In Section B, input your organization’s fiscal year-end date and detail contributions and revenues. Be sure to include all relevant expenses allocated to program services and fundraising.
Attach required documents as specified in the attachments section. This includes lists of officers and IRS forms if applicable.
Finally, ensure that both the chief fiscal officer and another officer sign the certification section before submitting.
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