501c3 Submission

LegalZoom 501c3 Initial Submission

Initial 501c3 application was submitted to LegalZoom on May 12, 2021.

One week later, LegalZoom informed us that they had to cancel our submission due to current Covid limitations with the IRS for filing long-form paper submissions (paper is the only format LegalZoom is permitted to use with the IRS for long-form submissions).

Our projected revenue in any of the first 3 years exceeds $50,000. If we anticipated annual revenue under $50,000, we would have qualified for the short-form electronic submission.

Payment was refunded and Anne will continue by filing directly to the IRS via electronic submission. Final filing materials will be shared here once complete, and updates provided as they unfold.

Teacup Wellness Nonprofit
501c3 Initial Information for Filing

  • Federal EIN
    • 85-3026738
  • Last Month of Tax Year          
    • December
  • Bylaws?                                  
    • Yes
  • Conflict of Interest Policy?    
    • Yes
  • Date of Formation                 
    • August 18, 2020
  • Submitting > 27 months?      
    • No
  • Distribution requirements?  (Do you require organizations to complete application forms in order to received distribution) 
    • No
  • Grant proposals? (Do you require applicants to submit grant proposals to your organization?)
    • No
  • Highest Paid Employee Paid $50,000 or more (not including officers, directors, or trustees)
    • Not applicable at this time
  • Highest Paid Contractor Paid $50,000 or more (not including officers, directors, or trustees)
    • Not applicable at this time
  • Donations and Rights (Will you accept contributions of intellectual property, cars and other types of property?)
    • No
  • Tax Years 
    • Less than one year
  • Assets 
    • Not applicable
  • Bonds or Notes
    • Not applicable
  • Corporate Stock
    • Not applicable
  • Loans
    • Not applicable
  • Depreciable Assets
    • Not applicable
  • Other Investments
    • Not applicable
  • Other Liabilities
    • Not applicable
  • Is your organization a private foundation or a public charity?
    • Public Charity
  • Did you receive any unusual grants in the past four tax years?         
    • No
  • Option that best describes your organization’s activities
    • Our organization receives most of its financial support from the
      government, the general public, or a combination of the two.

501c3 Submission Requirement Organizational Activities

Provide the following information about each of your organization’s activities. Include all past, present and future activities.

  • Description of the activity
    • Our mission is to use the power of donations to offer wellness coaching to anyone who seeks it. Our certified coaches provide guided wellness programs unique to their training and areas of specialty.
  • Who will perform this activity?
    • Contract wellness coaches
  • Activity start date
    • April 20, 2021 (first date of readiness for client signups)
  • Activity location
    • Remote and in-person in the United States
  • Describe how this activity furthers your exempt purposes.
    • Wellness coaches can help people overcome barriers to living a fulfilled and healthy life. Learning how to develop a healthier lifestyle can reduce illness and improve quality of life for the individual and their families, with a positive ripple effect for the entire community in which they live.
  • Percentage of time devoted to this activity
    • 100%
  • Describe how this activity is funded
    • Volunteer time, public donations, grants, sponsorships, gifts
  • List any alternate names your organization uses for this activity and why it uses them
    • n/a
  • Website address and a description of its content (if applicable)
  • Any other relevant information about this activity
    • Every coach is screened and interviewed by our organizational leadership for qualifications, licensing, insurance, and fitness for serving the needs of our clients – see Become a Teacup Coach
    • More details about our coaching services are provided in the “Goods and Services” section below.

Goods and Services

Provide the following information about each program your organization has that distributes goods, services or money.

  • Distribution Program #1
  • What do you distribute? (i.e., money, clothing, food)
    • We provide free wellness coaching services to underprivileged clients.
    • Coaching sessions are held remotely or in-person, depending upon coach and client agreement.
    • Coaching time is either volunteered or paid for by Teacup Wellness from donations received through fundraising efforts.
    • Each coach is interviewed and screened for qualifications before being hired as a contractor to work for Teacup Wellness.
    • As 1099 contractors, the coaches rely upon their own programs and tools to provide coaching services to Teacup Wellness clients.
    • After a coach provides coaching sessions, they submit a weekly invoice to Teacup Wellness for services rendered, which is then paid for through charitable contributions made to Teacup Wellness.
    • Coaching volunteer hours are also submitted and tracked weekly
  • Do you give to individuals or organizations?
    • Please select
      • > Individuals <
      • Organizations
    • Who will receive these items?
      • We provide free coaching services to clients who otherwise could not afford it.
      • We engage volunteer and paid coaches to provide coaching services to our clients.
      • We target clients who are in recovery from addictions of any kind, and also welcome clients who desire coaching support related to other wellness needs.
      • Coaching services are provided to support the client in their recovery, increasing their chances of long-term success.
      • We help clients learn how to live healthier lives and overcome barriers to success.
    • Add any other relevant or helpful details about this program.
      • About our process: https://teacupwellness.org/how-it-works/
      • About our coaches
        • Each coach e-signs a contract with Teacup Wellness, agreeing to adhere to our code of ethics, terms of use, and HIPAA regulations regarding client confidentiality.
        • Our coaches are certified wellness professionals, many with doctorates and masters degrees in healthcare and related fields.
        • We interview and collect scans of all relevant credentials from each coach to verify qualifications.
        • If a coaching license is required in the coach’s jurisdiction, then a scan of that license is provided to Teacup Wellness.
        • As part of our onboarding process, we securely collect W9 information from each coach.
        • Our coaches complete a profile that describes their backgrounds, qualifications, and services so clients can make a selection using criteria such as wellness specialty, language, region, or other criteria.
        • Many of our coaches volunteer time each week to greet and coach our clients, in addition to providing paid coaching services.
      • About our clients
        • Wellness coaching has been shown to be very effective in helping people develop and implement positive lifestyle changes.
        • Because different approaches work for different people, our diversity of coaching specialties provides our clients with a wealth of options to choose from, increasing their level of confidence in achieving a successful outcome.
        • Our clients e-sign an agreement to adhere to our terms of service when they submit a request to work with one of our coaches.
        • Each client is greeted with a brief welcome call to gauge readiness and suitability for participating in wellness coaching.
        • We encourage our clients to select a coach from our directory, or we make a recommendation based on our discussion with them.
        • We request that our clients be engaged in a separate recovery program — if applicable — and to regard our coaching services as a form of support to improve their chances of achieving long-term recovery and living a healthier and more fulfilling life.
        • We emphasize that our services are not a replacement for medical treatment, therapy, or formal addiction recovery treatments.
        • We provide a secure online community hosted by Slack to enable our clients and coaches to support and connect with each other, and to discuss topics of interest related to wellness and overcoming addiction.
        • We invite our clients to donate what they can to help pay for the coaching services they receive from our coaches.
        • We collect voluntary information from each client during our welcome chat so that we can track progress such as weight loss, perceived stress level, progress toward a goal, etc.
        • As we collect more data, we will be sharing results to demonstrate the value of wellness coaching to achieving positive client outcomes.
        • We share online resources related to addiction and recovery to help inform and support our coaches and our clients.
        • We conduct in-person informational sessions in our coaches’ communities to inform potential clients and donors of our mission and our services and how wellness coaching can support recovery.
        • We connect with organizations and community services providers to extend our ability to reach clients and potential donors.

Fundraising Information

  • Will your organization create separate accounts for donors where they can influence how their gifts are used?
    • Yes – secure online donation form allows donors to submit donations to any or all of several funds, including coaching services, scholarships, retreat development, and a fund for building healthier communities, which includes improving access to fresh, healthy food for our clients and their families.
    • We explain that 80% of donations to any of our funds are devoted to providing direct services related to those funds, with the remaining 20% going toward operations expenses, fundraising activities, and outreach and growth activities.
  • Fundraising Activities
    • Provide the following information about each of your fundraising activities.
    • Fundraising Activity #1
      • Mail solicitations
        • n/a
      • Email solicitations
        • People who sign up for our email newsletter will be invited to donate using our website donations form.
      • Personal solicitations (door-to-door)
        • Personal donations will be invited during our Teacup Talks and other in-person events, with donations submitted using our website donations form, or cash/checks/credit/debit gifts which are entered into our donation tracking database with donor receipts provided via email.
      • Vehicle donations (cars, boats, planes, etc.)
        • n/a
      • Foundation grant solicitations
        • Possibly in future.
      • Phone solicitations
        • n/a
      • Accept website donations
        • Individuals and organizations can donate to Teacup Wellness using our website donation form.
      • Receive donations from another organization’s website
        • n/a
      • Government grant solicitations
        • Future plan.

Other

Please describe this activity in detail.

Fundraising Jurisdictions

  • Provide the following information about each state and local jurisdiction where you will fundraise.
  • Fundraise Location #1
    • United States via web solicitations
  • Location
    • Every US state and territory
  • Fundraising for own organization
    • Yes
  • Fundraising for another organization
    • No
  • Another organization doing fundraising for own organization
    • No

Donor Account Information

  • Provide the following information about each type of separate donor account.
  • Donor Account #1
    • Private donor
  • Account description
    • Enables a one-time or monthly donation
    • Can cancel any time
    • Payment services provider is SafeSavevia DonorPerfect
  • What type of advice can the donors provide?
    • Donors can submit donations to any or all of several funds, including coaching services, scholarships, retreat development, and a fund for building healthier communities, which includes improving access to fresh, healthy food for our clients and their families.
  • Donor Account #2
    • Corporate sponsor
  • Account description
    • Enables a one-time or monthly donation
    • Can cancel any time
    • Payment services provider is SafeSavevia DonorPerfect
  • What type of advice can the donors provide?
    • Donors can submit donations to any or all of several funds, including coaching services, scholarships, retreat development, and a fund for building healthier communities, which includes improving access to fresh, healthy food for our clients and their families.
  • Donor Account #3
    • Corporate grants
  • Account description
    • Corporate grant competitions for nonprofits
  • What type of advice can the donors provide?
    • Teacup Wellness adheres to the terms of any grants awarded.

Directors, Officers and Trustees Relationship Information

  • Do you have any outside business relationships with any of your directors, officers or trustees other than through your organization?
    • No
  • Are any of your directors, officers or trustees related to each other through business or family relationships?
    • No

Information on Directors, Officers and Trustees

  • Provide the following information about each director, officer and trustee of your organization.
    • Executive Employee #1
      • Anne Mitchell
    • Type of Executive – Please select
      • > Director <
      • Officer
      • Trustee
      • Street address, City, State, ZIP Code
        • 4235 Canby Drive, Melbourne FL 32901
  • Total annual compensation (actual or estimated)
    • Estimated $115,000/year ($57.50/hr x 40 hrs/week x 50 weeks/year)
    • Benefits may be added as funding permits
  • Credentials, experience and other qualifications
    • Founder of startup Teacup Wellness
    • Experienced business leader with 30+ years’ experience in developing and running successful new business units at Fortune 500 companies
    • Certified health coach
    • Bachelor of Science degree in business management
    • Certified web experience designer, speaker, and writer
  • Duties and responsibilities
    • Responsible for development, operations, and growth of new nonprofit
    • Establish and oversee processes, tools, and programs
    • Write content, update website, and oversee outreach activities
    • Interview and verify coach applicants to join Teacup Wellness, or direct and oversee this responsibility as the organization grows
    • Fundraise for our organization
    • Provide leadership for our Board of Directors and committees
  • Average hours worked
    • 40+ hours per week
      —
  • Executive Employee #2
    • Roxie Speer
  • Type of Executive – Please select
    • Director
    • > Officer <
    • Trustee
    • Street address, City, State, ZIP Code
      • To come
  • Total annual compensation (actual or estimated)
    • Estimated $9,000/year ($45/hr x 4 hrs/week x 50 weeks/year)
    • Time commitment may grow, which will increase annual compensation
    • Benefits may be added as funding permits
  • Credentials, experience and other qualifications
    • Co-founder of startup Teacup Wellness
    • Certified NLP Coach
    • Certified web experience designer
    • Associates degree in design
  • Duties and responsibilities
    • Responsible for supporting operations and growth, including screening and onboarding of new coaches
    • Fundraise for our organization
    • Provide leadership for our Board of Directors and committees
  • Average hours worked
    • 4+ hours per week

Salary Procedures and Practices

  • Which of the following describe the procedures and practices your organization uses to establish salaries and benefits? Check all that apply.
    • [Yes] The people in the organization who approve salary and benefits packages follow a conflict-of-interest policy.
    • [Yes] The dates and terms of all approved salary and benefit packages are put in writing.
    • [Yes] Salary and benefit packages are approved before any payments are made.
    • [Yes] The organization records the decision of every person who voted on a salary and benefit package.
    • [Yes] Salary and benefit packages are approved or denied based on information about compensation paid by similar organizations for similar services, independent compensation surveys, or actual written offers from similar organizations.
    • [Yes] The organization keeps records of all of the information it uses to make compensation decisions and the sources of that information.

Business Relationships and Agreements

  • Will any of your officers, directors, trustees, highest-paid employees, or independent contractors receive discretionary bonuses or payments tied to revenue?
    • No
  • Are any of your directors, officers or trustees related to any of the people you listed as your five highest-paid employees or five highest-paid independent contractors, either through business or family relationships?
    • No
  • Is there a business or family relationship between any of your officers, directors, trustees or highest-paid employees or independent contractors and the people and companies who receive goods, services or money from your organization?
    • No
  • Will your organization buy or sell goods or services to or from its directors, officers, trustees, highest-paid employees or independent contractors?
    • Yes, coaching services as described in “Good and Services” section above
  • Do you have (or intend to have) any leases, contracts, loans or other agreements with your officers, directors, trustees, highest-paid employees or independent contractors?
    • No
  • Do you have any agreements with any other organization in which any of your officers, directors or trustees are also officers, directors or trustees or individually own at least a 35% interest?
    • No
  • Are any of your directors, officers, trustees or five-highest paid employees or independent contractors also paid by another organization with which you share common control? (edited)
    • No

Benefits Information

  • Describe how you set reasonable salary and benefits packages for your organization’s officers, directors, trustees, highest-paid employees and independent contractors.
    • We conduct annual surveys of standard compensation packages to arrive at a fair and equitable salary and benefits plan
    • As revenues increase, we will provide competitive health insurance, retirement benefits, paid sick leave, paid vacation time, and other benefits to attract and retain qualified employees.

End

If you have questions, please drop a note to hello@teacupwellness.com.