Starting a nonprofit requires compliance with complex state and federal regulations. Our experienced team has helped dozens of founders launch nonprofits that thrive—by laying a legal, financial, and strategic foundation for long-term success.

We offer end-to-end services that ensure your nonprofit is structured correctly from day one—so you can focus on what matters most: your mission.

1. Initial Consultation & Planning

• Understand your mission, goals, and operational vision

• Determine the appropriate nonprofit structure (e.g., 501(c)(3), 501(c)(4), private foundation, etc.)

• Identify state-specific requirements and regulatory considerations

• Discuss governance, funding plans, and long-term growth strategy

2. Business Entity Formation

• Name availability search and reservation

• Preparation and filing of Articles of Incorporation with the state

• Drafting of purpose clause aligned with IRS requirements

• Registered agent designation

• Bylaws drafting and adoption

• Organizational meeting minutes and resolution templates

3. Federal Tax-Exempt Status (IRS 501(c) Application)

• Determine eligibility for IRS Form 1023 vs. Form 1023-EZ

• Prepare and file IRS Form 1023 (Application for Recognition of Exemption)

• Draft comprehensive narratives for mission and activities

• Prepare financial projections and budgets (required by the IRS)

• Respond to IRS follow-up questions or requests for additional documentation

4. State & Local Compliance

• Register with the state Attorney General or relevant charity regulator

• Apply for state tax exemptions (income, sales, property, etc.)

• Obtain business licenses and permits if required

• Charity registration for fundraising compliance

• Franchise tax exemption (in applicable states)

5. EIN (Employer Identification Number)

• Apply for and obtain your EIN from the IRS

• Guide on EIN uses (banking, payroll, reporting, etc.)

6. Governance & Board Development

• Guidance on building an effective Board of Directors

• Conflict of interest policy and code of ethics

• Board responsibilities and governance training

• Templates for board meetings, reporting, and record-keeping

7. Ongoing Compliance Support (Optional Add-On)

• Annual report filings

• IRS Form 990 preparation and filing (990-N, 990-EZ, 990)

• State charitable solicitation renewals

• Ongoing consulting on changes in activities or structure

• Compliance calendar creation

With Parr & Ibarra by your side, launching a nonprofit is not just easier—it’s smarter. Our experts ensure you’re built on a rock-solid foundation that supports your vision, meets legal obligations, and builds credibility with donors, partners, and the public.