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Form 501(c)(3) nonprofit for Westside Kings & Queens #4

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opened 2026-04-03 17:18:29 +00:00 by forgejo_admin · 4 comments
forgejo_admin commented 2026-04-03 17:18:29 +00:00
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Type

Feature

Lineage

Standalone — scoped during pre-season planning (2026-04-03). Prerequisite for sponsor outreach, tax-deductible fundraising, and facility access.

Repo

forgejo_admin/westside-accounting

User Story

As Marcus (program director),
I want Westside Kings & Queens to be a registered 501(c)(3) nonprofit
So that sponsors get tax deductions, parents can fundraise tax-free, and we qualify for facility access and grants.

Context

Westside KQ LLC already exists (filed via Utah onestart.utah.gov using browser_evaluate JS form-fill). Program is pre-season — ideal timing before sponsors, fundraising, and facility contracts lock in. Same Playwright JS automation approach applies to all four government forms.

Nonprofit is a separate entity type (Utah nonprofit corporation) that coexists with the LLC. The LLC can handle commercial activity; the nonprofit handles the program, donations, and grants.

Four sequential filings:

  1. Utah Nonprofit Corporation — onestart.utah.gov (~$30)
  2. EIN — irs.gov/ein (free, instant)
  3. IRS Form 1023-EZ — pay.gov ($275, 2-6 week approval)
  4. Utah State Tax Exemption TC-160 — tax.utah.gov (free)

Total cost: ~$305. Total timeline: 4-8 weeks for full 501(c)(3) status.

Decisions Needed Before Execution

  • Org name: reuse "Westside Kings and Queens" or different?
  • Registered agent: Marcus or Lucas?
  • Third board member (Utah requires 3 directors): Coach West? A parent? Mom?
  • Principal address: same as LLC?

File Targets

No code files — this is an issue-only repo for operational/legal paperwork.

Artifacts to produce:

  • Confirmation of Utah nonprofit incorporation
  • EIN letter (IRS)
  • 1023-EZ submission confirmation
  • TC-160 filing confirmation
  • Drafted bylaws document

Downstream code change (separate ticket on westside-landing):

  • Landing page nonprofit status badge + EIN display

Acceptance Criteria

  • Utah nonprofit corporation filed and confirmation received
  • EIN obtained from IRS
  • IRS Form 1023-EZ submitted and confirmation number recorded
  • Utah TC-160 filed
  • Bylaws drafted and approved by board members
  • All confirmation documents archived (MinIO or pal-e-docs)

Test Expectations

  • No automated tests — operational/legal paperwork
  • Manual verification: confirm each filing via government portal status pages
  • Run command: N/A (manual Playwright sessions)

Constraints

  • Use browser_evaluate JS form-fill pattern (not Playwright UI clicks) — per feedback_playwright_js_form_fill
  • Sequential dependency: Articles of Incorporation → EIN → 1023-EZ → TC-160
  • Must have decisions answered before starting execution
  • $305 in fees required before filing
  • Purpose statement must explicitly reference youth athletic development and education (IRS requirement for 501(c)(3))

Checklist

  • Decisions resolved (org name, agent, board members, address)
  • Utah nonprofit incorporation filed
  • EIN obtained
  • Bylaws drafted
  • 1023-EZ submitted
  • TC-160 filed
  • Confirmations archived

Related

  • project-westside-basketball — parent project
  • Westside KQ LLC filing — prior art for form-fill approach
  • feedback_playwright_js_form_fill — automation technique
  • forgejo_admin/westside-landing — downstream ticket for landing page update
### Type Feature ### Lineage Standalone — scoped during pre-season planning (2026-04-03). Prerequisite for sponsor outreach, tax-deductible fundraising, and facility access. ### Repo `forgejo_admin/westside-accounting` ### User Story As Marcus (program director), I want Westside Kings & Queens to be a registered 501(c)(3) nonprofit So that sponsors get tax deductions, parents can fundraise tax-free, and we qualify for facility access and grants. ### Context Westside KQ LLC already exists (filed via Utah onestart.utah.gov using browser_evaluate JS form-fill). Program is pre-season — ideal timing before sponsors, fundraising, and facility contracts lock in. Same Playwright JS automation approach applies to all four government forms. Nonprofit is a separate entity type (Utah nonprofit corporation) that coexists with the LLC. The LLC can handle commercial activity; the nonprofit handles the program, donations, and grants. Four sequential filings: 1. **Utah Nonprofit Corporation** — onestart.utah.gov (~$30) 2. **EIN** — irs.gov/ein (free, instant) 3. **IRS Form 1023-EZ** — pay.gov ($275, 2-6 week approval) 4. **Utah State Tax Exemption TC-160** — tax.utah.gov (free) Total cost: ~$305. Total timeline: 4-8 weeks for full 501(c)(3) status. ### Decisions Needed Before Execution - [ ] Org name: reuse "Westside Kings and Queens" or different? - [ ] Registered agent: Marcus or Lucas? - [ ] Third board member (Utah requires 3 directors): Coach West? A parent? Mom? - [ ] Principal address: same as LLC? ### File Targets No code files — this is an issue-only repo for operational/legal paperwork. Artifacts to produce: - Confirmation of Utah nonprofit incorporation - EIN letter (IRS) - 1023-EZ submission confirmation - TC-160 filing confirmation - Drafted bylaws document Downstream code change (separate ticket on westside-landing): - Landing page nonprofit status badge + EIN display ### Acceptance Criteria - [ ] Utah nonprofit corporation filed and confirmation received - [ ] EIN obtained from IRS - [ ] IRS Form 1023-EZ submitted and confirmation number recorded - [ ] Utah TC-160 filed - [ ] Bylaws drafted and approved by board members - [ ] All confirmation documents archived (MinIO or pal-e-docs) ### Test Expectations - No automated tests — operational/legal paperwork - Manual verification: confirm each filing via government portal status pages - Run command: N/A (manual Playwright sessions) ### Constraints - Use browser_evaluate JS form-fill pattern (not Playwright UI clicks) — per feedback_playwright_js_form_fill - Sequential dependency: Articles of Incorporation → EIN → 1023-EZ → TC-160 - Must have decisions answered before starting execution - $305 in fees required before filing - Purpose statement must explicitly reference youth athletic development and education (IRS requirement for 501(c)(3)) ### Checklist - [ ] Decisions resolved (org name, agent, board members, address) - [ ] Utah nonprofit incorporation filed - [ ] EIN obtained - [ ] Bylaws drafted - [ ] 1023-EZ submitted - [ ] TC-160 filed - [ ] Confirmations archived ### Related - `project-westside-basketball` — parent project - Westside KQ LLC filing — prior art for form-fill approach - `feedback_playwright_js_form_fill` — automation technique - `forgejo_admin/westside-landing` — downstream ticket for landing page update
forgejo_admin commented 2026-04-03 17:26:07 +00:00
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Decisions Resolved (2026-04-03)

  • Org name: Westside Kings and Queens (same as LLC)
  • Registered agent: Lucas Draney
  • Board of Directors (3): Lucas Draney, Marcus Draney, Todd Draney
  • Principal address: Same as LLC
  • Key clarification: Nonprofit directors ≠ owners. No ownership stake. Fiduciary oversight only.

Starting execution — Step 1: Utah Nonprofit Corporation via onestart.utah.gov

### Decisions Resolved (2026-04-03) - [x] **Org name:** Westside Kings and Queens (same as LLC) - [x] **Registered agent:** Lucas Draney - [x] **Board of Directors (3):** Lucas Draney, Marcus Draney, Todd Draney - [x] **Principal address:** Same as LLC - [x] **Key clarification:** Nonprofit directors ≠ owners. No ownership stake. Fiduciary oversight only. Starting execution — Step 1: Utah Nonprofit Corporation via onestart.utah.gov
forgejo_admin commented 2026-04-05 17:46:25 +00:00
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Progress Update (2026-04-05)

Step 1: Utah Nonprofit Corporation — DONE

  • Filed and Accepted on 04/05/2026 at 11:44 AM
  • Entity: Westside Kings and Queens Inc.
  • Transaction ID: 1363935
  • Fee: $59 paid
  • Confirmation screenshot saved: nonprofit-payment-confirmation.png
  • Form data saved: ~/secrets/westside-accounting/nonprofit-form-data.env

Key details in the articles:

  • Purpose: youth athletic development + education + community engagement via basketball
  • 501(c)(3) magic language in purpose statement
  • Dissolution clause in Other Provisions (assets to charity on dissolution)
  • Private inurement restriction (no profit distribution to directors)
  • Directors: Lucas Draney, Marcus Draney, Todd Draney
  • Registered Agent: Lucas Draney
  • No voting members, no shares

Step 2: EIN — IN PROGRESS

  • IRS blocks headless browsers — Lucas applying manually
  • Guide saved: ~/secrets/westside-accounting/ein-application-guide.env

Remaining:

  • EIN obtained
  • IRS 1023-EZ submitted ($275)
  • Utah TC-160 filed (free)
### Progress Update (2026-04-05) **Step 1: Utah Nonprofit Corporation — DONE** - Filed and **Accepted** on 04/05/2026 at 11:44 AM - Entity: Westside Kings and Queens Inc. - Transaction ID: 1363935 - Fee: $59 paid - Confirmation screenshot saved: `nonprofit-payment-confirmation.png` - Form data saved: `~/secrets/westside-accounting/nonprofit-form-data.env` **Key details in the articles:** - Purpose: youth athletic development + education + community engagement via basketball - 501(c)(3) magic language in purpose statement - Dissolution clause in Other Provisions (assets to charity on dissolution) - Private inurement restriction (no profit distribution to directors) - Directors: Lucas Draney, Marcus Draney, Todd Draney - Registered Agent: Lucas Draney - No voting members, no shares **Step 2: EIN — IN PROGRESS** - IRS blocks headless browsers — Lucas applying manually - Guide saved: `~/secrets/westside-accounting/ein-application-guide.env` **Remaining:** - [ ] EIN obtained - [ ] IRS 1023-EZ submitted ($275) - [ ] Utah TC-160 filed (free)
forgejo_admin commented 2026-04-05 18:21:23 +00:00
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Status Update (2026-04-05 evening)

Blocked: IRS EIN system down for weekend

Step 1 (Utah nonprofit) is done and accepted. Steps 2-4 all depend on getting the EIN, which requires the IRS online tool. It's closed for the weekend.

Resume: Monday 04/07 after 5 AM Mountain (7 AM Eastern)

All data pushed to ~/secrets (GitHub private). Local Claude Code session has the handoff prompt with all form answers. Three items need Lucas's input: SSN, phone number, wages confirmation.

Pipeline:

  • Utah Nonprofit Corporation — ACCEPTED 04/05/2026
  • EIN — blocked on IRS hours (Mon-Fri 7a-10p ET, Sat 6a-9p ET, Sun 6p-12a ET)
  • IRS 1023-EZ — blocked on EIN
  • Utah TC-160 — blocked on EIN
### Status Update (2026-04-05 evening) **Blocked: IRS EIN system down for weekend** Step 1 (Utah nonprofit) is done and accepted. Steps 2-4 all depend on getting the EIN, which requires the IRS online tool. It's closed for the weekend. **Resume: Monday 04/07 after 5 AM Mountain (7 AM Eastern)** All data pushed to `~/secrets` (GitHub private). Local Claude Code session has the handoff prompt with all form answers. Three items need Lucas's input: SSN, phone number, wages confirmation. **Pipeline:** - [x] Utah Nonprofit Corporation — ACCEPTED 04/05/2026 - [ ] EIN — blocked on IRS hours (Mon-Fri 7a-10p ET, Sat 6a-9p ET, Sun 6p-12a ET) - [ ] IRS 1023-EZ — blocked on EIN - [ ] Utah TC-160 — blocked on EIN
forgejo_admin commented 2026-04-06 14:31:41 +00:00
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Progress Update (2026-04-06)

Step 2: EIN — DONE

  • EIN: 41-5331799
  • Assigned instantly via irs.gov online tool
  • Confirmation PDF: ~/downloads/CP-575-E.pdf (archbox), .playwright-mcp/CP-575-E.pdf (local)
  • Saved to ~/secrets/westside-accounting/ein-application-guide.env
  • Note: IRS says wait 2 weeks before electronic returns/payments. 1023-EZ submission is fine.

Pipeline:

  • Utah Nonprofit Corporation — ACCEPTED 04/05/2026
  • EIN — 41-5331799 obtained 04/06/2026
  • IRS 1023-EZ — next ($275, pay.gov)
  • Utah TC-160 — after 1023-EZ (free)

Key decision from local session:

  • Car insurance/registration under nonprofit = risky if vehicle is for personal use (private inurement). Only legit if genuinely for org purposes. Lucas is aware.
### Progress Update (2026-04-06) **Step 2: EIN — DONE** - EIN: **41-5331799** - Assigned instantly via irs.gov online tool - Confirmation PDF: `~/downloads/CP-575-E.pdf` (archbox), `.playwright-mcp/CP-575-E.pdf` (local) - Saved to `~/secrets/westside-accounting/ein-application-guide.env` - Note: IRS says wait 2 weeks before electronic returns/payments. 1023-EZ submission is fine. **Pipeline:** - [x] Utah Nonprofit Corporation — ACCEPTED 04/05/2026 - [x] EIN — **41-5331799** obtained 04/06/2026 - [ ] IRS 1023-EZ — next ($275, pay.gov) - [ ] Utah TC-160 — after 1023-EZ (free) **Key decision from local session:** - Car insurance/registration under nonprofit = risky if vehicle is for personal use (private inurement). Only legit if genuinely for org purposes. Lucas is aware.
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