Our Commitment

At Expense To Profit Inc., we are dedicated to positively impacting our communities. Through our Impact Fund initiative, we allocate 5% of the revenue we receive from our clients to charitable donations. As part of this commitment, we allow our valued clients to direct these contributions to eligible non-profit organizations of their choice.

Qualifying Organization Requirements

To ensure that our donations create a meaningful impact and comply with applicable regulations, all client-directed contributions must meet the following criteria:

1. Legal Status and Registration

• Must be a registered 501(c)(3) non-profit organization with the IRS or an equivalent designation in the relevant jurisdiction.
• Must have current and valid registration with appropriate state agencies.
• Must have verifiable legal standing and accurate registration information.

2. Operational History and Viability

• Must have operated as a 501(c)(3) for at least one year.
• Must be able to provide documentation of organizational activities and impact.
• Must demonstrate financial viability through appropriate documentation.

3. Transparency and Accountability

• Maintain accurate and up-to-date information with regulatory bodies.
• Must possess a verifiable physical address and contact information.
• Must be prepared to provide documentation on how donations will be used.

4. Alignment with Our Values

• Must adhere to our company’s core values and ethical standards.
• Must not participate in discriminatory practices or activities.
• Donations must be used for legitimate charitable purposes.

Donation Process

1. Client Nomination: Clients can nominate a charitable organization to receive their share of our Impact Fund.
2. Due Diligence Review: Our team will perform a comprehensive evaluation of the nominated organizations to ensure their compliance with our established requirements.
3. Confirmation or Alternative Suggestion: We will verify eligible organizations or reach out to clients to propose alternatives if their chosen organization does not qualify.
4. Default Option: If a client chooses not to nominate an organization, we will allocate their charitable portion to one of our pre-approved philanthropic partners.

Documentation Requirements

Organizations may be asked to provide the following documentation as part of our review process:

• Proof of non-profit status (IRS 501(c)(3) determination letter or its equivalent).
• Current registration with the appropriate state agencies.
• Annual report or activity statement.
• Financial statements or IRS Form 990.
• Mission Statement and Program Descriptions.

Contact Information

For questions about our donation policy or to nominate an organization, please contact:

Marc Freedman, CEO

Email: [email protected]

Direct: 561-595-4984

Address: 4800 N Federal Hwy, Suite 200B, Boca Raton, Florida 33431

---

This policy is subject to change. Expense To Profit Inc. reserves the right to decline any organization that does not meet these requirements or aligns with our values.