Charitable & Professional Organization Forms

Charitable Organization Forms

​Application:

  • Form #296 - Charitable Organization Registration Application
    • Use this form to apply for a charitable organization credential number if your organization wants to solicit contributions in Wisconsin or have contributions solicited in Wisconsin on its behalf.

Financial Reports (Annual):

  • Form #1943 - Affidavit in Lieu of Annual Financial Report
    • A charitable organization must submit this form if it received $25,000 or less in contributions during its most recently completed fiscal year. OR
    • A charitable organization received less than $50,000 in contributions during its most recently completed fiscal year and only solicited contributions in the county where its principal office is located.
  • Form #1952 - Wisconsin Supplement to Financial Report
    • A charitable organization should submit this form if it files an IRS 990, 990-EZ, or 990PF and doesn't qualify for Form #1943.
  • Form #308 - Charitable Organization Annual Report
    • A charitable organization must submit this form if it does not qualify for Form #1943 or Form #1952

Fundraising Counsel (FRC) and Professional Fundraiser (PFR) Forms

Application:

Bond:

Solicitation Notice:

  • Form #1941 - Professional Fundraiser Solicitation Notice
    • A Professional Fundraiser must file this form and a contract for each charitable organization they perform services for.
      • As well each charitable organization shall file written confirmation of the Solicitation Notice and contract are true and complete to the best of its knowledge.

       

Professional Employer Organization(PEO) and Professional Employer Group (PEG) Forms

Applications:

  • Form #2840 - Application for Registration
    • A PEO/PEG should use this form to if it wants to operate in Wisconsin.
      • If a PEO/PEG will have a limited presence in Wisconsin, it may qualify to use form #2858 instead.
      • If a PEO/PEG has been approved by Employer Services Assurance Corporation (ESAC), it should use form #2854.
  • Form #2858 - Application for Registration - Small Operations
    • A PEO/PEG should use this form if it wants to operate in Wisconsin and qualifies for small operations registration. (Note: a registrant that holds a small operations credential number does not need to maintain a surety bond or submit audited financial statements to the department on an annual basis).
      • PEO/PEG must be registered as a PEO/PEG in another state
      • PEO/PEG cannot maintain an office in Wisconsin
      • PEO/PEG cannot solicit clients that are in Wisconsin
      • PEO/PEG cannot have more than 50 employees performing services for Wisconsin clients on any given day
  • Form #2854 - Assurance Organization Certification
    • A PEO/PEG must use this form to apply if it has been approved by Employer Services Assurance Corporation (ESAC) and wants to operate as a PEO/PEG in Wisconsin.

Bond:

  • Form #2843 - Surety Bond
    • All Professional employer organizations and groups that submit application form #2840 must also submit a surety bond.


Miscellaneous Forms


Contact Us

Phone: (608) 267-1711
Email: DFICharitableOrgs@dfi.wisconsin.gov
Mailing Address:
Wisconsin Department of Financial Institutions
Division of Corporate and Consumer Services
PO Box 7879
Madison, WI 53707-7879
Physical Address:
Wisconsin Department of Financial Institutions
Division of Corporate and Consumer Services
4822 Madison Yards Way, North Tower
Madison, WI 53705