Mailing at Nonprofit Prices NONPROFIT MAIL. 2 Background of Nonprofit Standard Mail How to Apply...

Mailing at Nonprofit Prices

NONPROFIT

MAIL

2

Background of Nonprofit Standard Mail

How to Apply for Nonprofit Prices

Who’s Eligible--Who’s Not

Content Eligibility

Resources

Questions

Agenda

3

Establishment of Nonprofit Standard Mail

Designated Eligible Organizations

Significant Savings

Background

4

How and Where to Apply Submit PS Form 3624, Application to Mail

at Nonprofit Standard Mail Prices

Submit Online or to Post Office of Mailing

Submit Supporting Documentation

Organization’s Primary Purpose

Nonprofit Status Operational Status

Apply - PostalOne!

One Authorization at Mailing Location

Add’l Entry Authorization # Not Required

Applying in Person Optional

Available Online Forms

• PS Form 3624 - Application• PS Form 3623 - Confirmation• PS Form 6015 - Modify Information

5

6

Apply - PostalOne!

File Electronically for Rapid Approval

Submit Electronic or Hard Copy Documents

Access Business Customer Gateway• Valid Account Required or Sign Up is Easy

Contact local Manager, BMEU

PostalOne! Help Desk 800-522-9085

7

Business Customer Gatewayhttps://gateway.usps.com

8

Select Postal Wizard

Gateway Landing Page

Select Customer Service Form

9

10

Enter ZIP Code of Mailing

Business Mail Entry Locator

11

12

Complete Online Application

Type of Organizations

For Eligible Organizations, See DMM 703.1

Not all nonprofit organizations are eligible for the Nonprofit Standard Mail prices.

(Select Only One)

13

14

Questions About Eligibility Nonprofit Standard Mail Rate Application SPECIFICS

•Is this a for-profit organization or does any of the net income inure to the benefit of any private stockholder or individual? [Yes] or [No]

•Is this organization exempt from federal income tax? [Yes] or [No]

•Has the IRS denied or revoked the organization’s federal tax exempt status? [Yes] or [No]

•Choose the IRS Section for your recognition of exemption under 501(c):

(03) Educational, Philanthropic, Religious, Scientific;

(05) Agricultural, Labor;

(08) Fraternal;

(19) Veterans;

(00) Other

Supporting Documentation

15

16

Supporting DocumentationSupporting Documentation Must be Provided

Evidence of Nonprofit Status IRS letter, Financial Audit

Description of nonprofit organization’s purpose Articles of incorporation, or Charter, etc.

Evidence of Operation – Two Types Bulletins, Meeting Minutes, or Brochures, etc.

Hard Copy or Electronic Submission PDF, DOC, XLS, RTF, MAX, or JPG, etc. Max size 5 MB

Certification Must Be a Responsible Official of Organization

17

Review Information and Submit

18

Confirmation of Application

Provides Application Number/Becomes Authorization

Address to Mail Hard Copy Supporting Documentation

Email Confirmation of Submission to PCSC

19

20

Other Forms in PostalOne!

PS 3623, Request for Confirmation of Authorization

Confirmation to Mail at Non-PostalOne! Office

PS 6015, Nonprofit Database Change Request

Name Change

DBA, AKA, etc. (CSR-124)

Contact Information Change

21

Categories of Eligible Organizations

DMM Section 703.1.2

Religious Educational Scientific Philanthropic

Agricultural Labor Veterans Fraternal

Qualified Political Committees (1978) Voting Registration Officials (1993)

What documents need to be submitted?

IRS exemption letter (Group) Financial audit Articles of Incorporation (or Association) Constitution and/or By-Laws (Chapter) Charter (Enabling Legislature) Trust Indenture Organizing Instrument List of activities Financial statements (Expenditures) Bulletins Meeting of minutes Membership forms Any other operational activity documentation

23

Religious Organizations

Organizational & Operational Documents

Support or Educational Rolls Generally requires an IRS 501(c)(3)

Places of Worship

Established Place of Worship Regular Congregation Regular Religious Services Fully Functional as a Place of Worship

24

Educational Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(3) Status

Narrow Exception for Governmental Entities

Must be Separate and Distinct Public Schools and School Districts Public Libraries and Museums

25

Scientific Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(3) Status

26

Philanthropic Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(3) Status

Social Welfare (Advocacy) Organizations may Qualify with an IRS 501(c)(4)

(qualification of 501(c)4’s are determined on a case by case basis)

27

Agricultural Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(5) Status

May Qualify with an IRS 501 (c)(3) Status

Governmental Soil and Water Conservation Districts may Qualify

28

Labor Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(5) Status

May Qualify with an IRS 501(c)(6) Status if organization is a Collective Bargaining Entity

29

Veterans Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(19) Status

May Qualify with an IRS 501(c)(3) Status

30

Fraternal Organizations

Organizational & Operational Documents

Generally Requires an IRS 501(c)(8) Status

Can be Approved Under Another IRS Category with ALL of the Following:

Lodge or Chapter System Ritualistic Format All Members Elected by Vote

31

Qualified Political Committees

Organizational & Operational Documents

National Committee of a Political Party

State Committee of a Political Party

Congressional or Senatorial Committees

32

Voting Registration Officials Copy of the statute, ordinance, or other authority

establishing (the official’s) responsibility for voter registration

Letter on state or local agency letterhead

conveying that the individual is from Board of Elections or similar type division within the state or local government

33

Who Is Not Eligible

Automobile Clubs Business Leagues Chambers of Commerce Citizens’ and Civic Improvement

Associations Individuals Governmental Entities

34

Who Is Not Eligible

Mutual Insurance Associations

Political Organizations (other than QPCs)

Service Clubs (Kiwanis, Lions, Optimist, and Rotary)

Social and Hobby Clubs

Trade Associations

35

General Standards

Qualified Mailings

Comprised of Standard Mail Matter Only Printed Matter Weighing less than 16 Ounces

Meets Criteria for Presorted Standard Mail

200 Pieces or 50 Pounds of Addressed Mail

Presorted According to Standards in DMM

36

Statements of Account

Bills

Handwritten Materials

Personal Correspondence

The items above are “required” to be mailed as First-Class Mail

Customer Support Ruling PS-323

Ineligible for Nonprofit Prices

37

Mailpiece Identification

Authorized Name and Address (CSR-336)

• Must be Displayed on Outside of the mailpiece or in a prominent location on the material being mailed

Return Address on Mailpiece

• Must have Authorized Name or

• Well Recognized Alternative

38

An Organization Must:

Ensure that Only Its Own Matter is Mailed Under Its Nonprofit Standard Mail Authorization.

Never Use the Nonprofit Prices to Send Matter on Behalf of, or Produced for, an Unauthorized Organization or Individual.

Never Delegate, Lend, or Rent Its Nonprofit Standard Mail Authorization to any Other Person or Organization.

Authorized Usage

39

Avoiding Revocation for Nonuse

Make One Nonprofit Mailing within a Two-year Period

Primary or Additional Mailing Offices Must have Activity within a Two-year Period

Mailing Frequency

40

Basic Eligibility for Standard Mail

Content-Based Restrictions

•TIF or TIC

•Advertising Restrictions

•Product Rules

Cooperative Mailing (CSR-209)

Additional Requirements

41

Front End & Back End Premiums

Low Cost Item

Gift or Donated Items

See Publication 417, Chapter 6

Product Eligibility at Nonprofit

42

Summary

Applying for Nonprofit Mailing Privileges through PostalOne! is Easy and Convenient

Reduced Prices Available to Qualifying Nonprofit Organizations

Mailing Must Meet Eligibility Requirements

43

Available Resources

Postal Explorer DMM, CSRs, PUB 417

Web: http://pe.usps.com

RIBBS http://ribbs.usps.gov/

44