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Non-Profit Setup
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Ways We Can Help
Our Services
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
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
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
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)
EIN (Employer Identification Number)
Apply for and obtain your EIN from the IRS
Guide on EIN uses (banking, payroll, reporting, etc.)
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
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
Frequently Asked Questions
Knowledge Center
What’s involved in setting up a non-profit?
It includes choosing a name, creating bylaws, filing incorporation paperwork, applying for 501(c)(3) tax-exempt status, and meeting state-specific requirements.
Do I need 501(c)(3) status to be a non-profit?
While you can operate as a non-profit without it, 501(c)(3) status is essential for tax exemption and for donors to receive tax deductions.
Can you help with the IRS application?
Yes, we guide you through the entire IRS Form 1023 or 1023-EZ application process to improve approval speed and accuracy.
How long does it take to set up a non-profit?
It typically takes a few weeks to establish the organization and several months to receive IRS tax-exempt approval, depending on the application type and state.
Do you help with ongoing compliance after setup?
Yes, we offer ongoing support to help with annual filings, board governance, and state/federal compliance to keep your non-profit in good standing.
More FAQs here.
Contact Us
Looking to talk? We are ready.
Take a few minutes to provide us with some information about your current situation. We are eager to help.
Made up your mind and looking to get things moving? Submit an RFP.
