FORM 1023-EZ for TAKING THE INITIATIVE

Field Data
EIN 84-5111709
Case Number EO-2020078-000306
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name TAKING THE INITIATIVE
Organization’s Mailing Address 301 MCCULLOUGH DR SUITE 400
City CHARLOTTE
State NC
ZIP 28262
Accounting period End 12
Primary contact name PHILLIP THOMPSON
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

PHILLIP THOMPSON
PRESIDENT
4108 MALTA PL
CHARLOTTE NC 28215

Officer/Director/Trustee Two

MICHAEL LOPEZ
VICE PRESIDENT
114 BOLLIN CIRCLE
FORTMILL SC 29715

Officer/Director/Trustee Three

JOHNNY ROSALES
SECRETARY
57 WHITE ST SW
CONCORD NC 28027

Officer/Director/Trustee Four

DARRYL THOMPSON
TREASURER
247 BENTON PLACE DR
ANGIER NC 27501

Officer/Director/Trustee Five

NOT APPLICABLE NOT APPLICABLE
NOT APPLICABLE
NOT APPLICABLE
NOT APPLICABLE NC 00000

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 3/12/2020
Organization Incorporation State NC
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code L80 - Housing Support Services -- Other
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public Yes
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name PHILLIP THOMPSON
Signature Title PRESIDENT
Signature Date 3/16/2020

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