8:18 Form 1023 Easy Client Interview

8:18 Nonprofit Impact Hub

Form 1023 Easy Client Interview

Plain-English questions for the client. Structured facts for the AI.

Interview progress0%

The idea: Tell your story in ordinary language. It is better to answer “Not sure” than to guess. Your AI guide and 8:18 review can identify what must be clarified before filing.

Privacy: Do not enter Social Security numbers, bank-account/routing numbers, passwords, card numbers, or other unnecessary sensitive information. This self-contained page saves answers in this browser only. AI Safe Mode is built in: when you create the AI Fact Map, sensitive identifiers such as EIN, personal/mailing addresses, and direct contact details are automatically redacted. Use Download Complete Answers only for your private records or secure sharing.

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Basic interview information and documents to gather.

Client / Founder Name

Organization Name

Meeting Date

8:18 Advisor / Consultant

Bring these if available

Filed Articles / organizing document + amendments Current bylaws EIN confirmation Board / officer list Program descriptions / flyers Budget or financial statements Contracts / leases / loans / insider agreements Fundraising plan

Conversation 1 — Organization + Legal Foundation

Tell us who the organization is and how it was formed.

Exact legal name AI: P1.LEGAL_NAME

IRS mailing address PRIVATEStored locally; redacted from AI Fact Map

Mail “in care of” someone? PRIVATEStored locally; redacted from AI Fact Map

Organization EIN PRIVATEStored locally; redacted from AI Fact Map

Tax / financial year ending month AI: P1.TAX_YEAR_END

IRS contact person PRIVATEStored locally; redacted from AI Fact Map

Website / social media AI: P1.WEB

Legal structure AI: P2.STRUCTURE

Formation date + state / jurisdiction AI: P2.FORMATION

What does the organizing document say the organization exists to do? AI: P2.PURPOSE_CLAUSE

What happens to assets if the organization closes? AI: P2.DISSOLUTION_CLAUSE

Review point: If the purpose or dissolution language may not satisfy the IRS organizational test, flag it for review. Do not silently rewrite filed Articles.

Conversation 2 — What Do You Actually Do?

Describe each substantial actual or genuinely planned program. Avoid slogans; tell us what really happens.

For the IRS activity narrative, the AI should be able to identify what happens, who conducts it, who benefits and how they are selected, where and when it occurs, how it is funded, its share of organizational time/expenses, and how it furthers exempt purposes.

Conversation 3 — People Served + Special Activities

We only ask follow-up questions when something applies.

Are programs limited to a certain group or members? AI: P4.LIMITED_BENEFICIARIES

Could any beneficiary be related to leadership or a major paid person? AI: P4.BENEFICIARY_RELATIONSHIPS

Special-activity screen Yes / No / Not sure

Smart branching: A “Yes” or “Not sure” should cause the AI to ask only the relevant follow-up questions and identify any special IRS requirement or Schedule A–H that may apply.

Conversation 4 — Leadership, Pay + Related Parties

Who governs the organization and where could private benefit or conflicts arise?

Will anyone be paid? AI: P5.COMPENSATION

Who decides compensation and what comparables are used? AI: P5.COMP_METHOD

Conflict-of-interest policy adopted? AI: P5.CONFLICT_POLICY

Any non-fixed or percentage-based payments? AI: P5.NONFIXED_PAY

Any transaction with a leader, family member, or business they own/control? AI: P5.RELATED_TRANSACTIONS

Outside party developing real property, managing operations, or joining a joint venture? AI: P5.DEVELOP_MANAGE_JV

Conversation 5 — Financial Information

Use actual figures where available. Projections should be identified as projections. If unsure, leave the item unresolved rather than guessing.

How long has the organization existed? AI: P6.AGE

Less than 1 year: generally 3 years total; 1 to under 5 years: actual years plus projections for 4 total; 5+ years: generally 5 completed years. Verify current IRS instructions before filing.

Revenue

Expenses

Balance Sheet Snapshot

Consistency check: The AI should compare these numbers to activities, staffing, compensation, fundraising, time percentages, and program-expense allocations. It should flag mismatches instead of “fixing” them.

Conversation 6 — Support Pattern, Timing + Schedules

These answers help identify the public-charity / private-foundation issue and special schedules for review.

Where do you realistically expect most support to come from? AI: P7.SUPPORT_PATTERN

Is the organization mainly a special type? AI: P7.SPECIAL_CLASS

Filed more than 27 months after legal formation? AI: P8.EFFECTIVE_DATE

Any Form 990-series filing already made / expected exception? AI: P9.ANNUAL_FILING

Schedule trigger check

Conversation 7 — What Is Ready to File?

Confirm the documents that will support the final Pay.gov application.

Authorized officer / director / trustee who will review and sign AI: P10.SIGNER

Final responsibility: AI may organize, draft, compare, and flag. The authorized organization representative must review the final application and sign it.

Final Readiness Check

Use this before sending the completed information to the client’s AI guide or 8:18 second review.

AI handoff — Safe Mode

Click Create AI Fact Map below. The page will organize the substantive answers by their AI field tags and include the review instruction. Sensitive identifiers are automatically redacted before the Fact Map is created. The client can then copy the sanitized result into the nonprofit’s approved AI workspace or save it as a text file.

Automatically redacted from the AI Fact Map: client/founder name, advisor name, EIN, mailing address, “in care of” information, IRS contact details, leader names, and leader mailing addresses. The AI still receives titles, roles, compensation status, relationships, programs, governance facts, financial amounts, and other information needed for substantive Form 1023 review.

Power Principle: Ask God first. Tell the truth clearly. Keep good records. Seek wise counsel. Steward the mission faithfully.

“Let all things be done decently and in order.” — 1 Corinthians 14:40

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Bring these if available

Conversation 1 — Organization + Legal Foundation

Conversation 2 — What Do You Actually Do?

Conversation 3 — People Served + Special Activities

Special-activity screen Yes / No / Not sure

Conversation 4 — Leadership, Pay + Related Parties

Conversation 5 — Financial Information

Revenue

Expenses

Balance Sheet Snapshot

Conversation 6 — Support Pattern, Timing + Schedules

Schedule trigger check

Conversation 7 — What Is Ready to File?

Final Readiness Check

AI handoff — Safe Mode

8:18 AI Fact Map

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