Nonprofit formation


Description

Establish a nonprofit corporation and apply for 501(c)(3) tax-exempt status


What is included?

  • Initial consultation to evaluate your needs
  • Legal advice on structuring the nonprofit corporation and qualifying for Section 501(c)(3) tax-exempt status
  • Verify name availability
  • Prepare and file articles of incorporation
  • Obtain an Employer Identification Number
  • Prepare bylaws to reflect the desired governance structure
  • Prepare minutes for the initial board meeting including required resolutions
  • Prepare governance policies as recommended by the IRS, including conflict of interest, document retention and destruction, and fraud prevention
  • Prepare and file the federal tax exemption application (IRS Form 1023)
  • Prepare and file the state tax exemption application
  • Register with the state charitable division
  • Register with other state charitable divisions, as necessary
  • Initial consultation to evaluate your needs
  • Legal advice on structuring the nonprofit corporation and qualifying for Section 501(c)(3) tax-exempt status
  • Verify name availability
  • Prepare and file articles of incorporation
  • Obtain an Employer Identification Number
  • Prepare bylaws to reflect the desired governance structure
  • Prepare minutes for the initial board meeting including required resolutions
  • Prepare governance policies as recommended by the IRS, including conflict of interest, document retention and destruction, and fraud prevention
  • Prepare and file the federal tax exemption application (IRS Form 1023)
  • Prepare and file the state tax exemption application
  • Register with the state charitable division
  • Register with other state charitable divisions, as necessary

What is not included?

  • Preparation of exempt organization returns or tax returns
  • Accounting or bookkeeping services
  • Government filing fees