Starting a nonprofit is complicated. Our seasoned professionals know how to take your idea and help you to create a fully-functioning, 501(c)(3) organization that is IRS-compliant, properly structured, and poised for real success!
From the beginning….
- Our expert will dive deep into your plans, and work with you to establish your nonprofit according to compliant, best practice.
- We research name availability in your state, prior to incorporation, so that you can secure the name you most want or the closest variant possible.
Deliverables
- We apply for your required Federal Employer Identification Number, or FEIN.
- We prepare your Articles of Incorporation for you to file with your state’s Corporations Office.
- We prepare state- and IRS-compliant, draft bylaws & conflict of interest that are best suited to your unique needs.
- We prepare your IRS 501(c)(3) tax-exemption application and represent it while under IRS review. We have 100% success, since 2011.
After Certification (Approval)
- Some states require nonprofits to register with their Division of Charities prior to seeking donor support or initiating other revenue generating activities. Our Compliance Team works with you to get you registered in your home state, unlocking your ability to raise the funds you need.
- Some states’ Division of Taxation requires nonprofits to obtain a state equivalent to IRS 501(c)(3) status in order to be corporate tax exempt. California and Texas are especially complex in this regard. We work with you to apply for and receive state exemption where necessary.
- If applicable, we apply for your sales tax exemption in your State.
Follow-up
- Two coaching sessions
- Equivalent to a corporate tax return for nonprofits, IRS Form 990 must be filed annually by all 501(c)(3) organizations. Your first year’s Form 990 preparation is included in your startup package. 990 is due May 31 of each year.
- We will also file your first year’s annual report in you State.
