Get Wi Cred1943 2018-2025

The WI CRED1943, also known as the Affidavit in Lieu of Annual Financial Report, is an essential document for charitable organizations in Wisconsin seeking exemption from annual financial reporting. This guide provides clear instructions on how to fill out the form correctly and efficiently while filing online.

Follow the steps to complete the WI CRED1943 online

1. Press the ‘Get Form’ button to access the WI CRED1943 form and open it in your selected editor.
2. Begin by entering the name of your charitable organization, including any trade names or DBA names utilized for solicitation.
3. Input your WI Charitable Organization Registration Number in the designated field.
4. Provide your Federal Employer Identification Number accurately.
5. Fill in the headquarters office information, including street address, city, state, zip code, and daytime phone number.
6. If applicable, enter the organization's mailing address if it differs from the headquarters office.
7. List details for any additional Wisconsin offices your organization may possess, including street, city, state, zip code, and phone number.
8. Provide the information of the person or persons who have custody of the organization's financial records.
9. List the individuals responsible for the custody of contributions, including detailed contact information.
10. Input the information for those accountable for the final distribution of contributions.
11. Designate a contact person for inquiries regarding this form and provide their contact details.
12. Describe the charitable purpose for which contributions will be utilized or attach supporting documentation.
13. Answer whether professional fund-raisers or counsel were used during the previous fiscal year and provide related details if necessary.
14. Indicate any changes in organization information that have occurred since the last submission.
15. Respond whether your organization is authorized by any other governmental authority to solicit contributions.
16. Disclose if your authority to solicit contributions has been denied or revoked, along with explanations.
17. Clarify whether the organization intends to accumulate a surplus in net assets rather than spend current revenue.
18. Address grants or contributions made to organizations where officers or directors hold an interest.
19. Complete any necessary affidavits based on the organization's contributions and solicitations.
20. Ensure all required attachments are included, such as lists of officers and states with authorization to solicit.
21. Review the entire document for accuracy, save your changes, and then download, print, or share the completed form as needed.

Complete your documents online today for a seamless filing experience.