Nonprofit Flat Fee Formation

You are passionate about your cause, and you can’t wait to begin operating and accepting donations to serve your purpose! But you’ve found that the process of preparing the legal, financial, and tax documents to be both frustrating, confusing, or just too time consuming.

Professional assistance is available, as a firm experienced in representing nonprofits, we offer a complete, start-up package on a fixed fee basis for many new public charities. The package includes:

  • Reserving the Desired Name with California Secretary of State
  • Drafting and Filing Articles of Incorporation, Association, or Equivalent
  • Drafting of Custom Bylaws, Tailored to Nonprofit Corporations in California or Washington, D.C.
  • Obtaining Federal Employer Identification Number (FEIN)
  • Drafting and Filing of Power of Attorney (Form 2848)
  • IRS Exemption Application (Form 1023 or 1024) and Related Statements
  • California: Franchise Tax Board Exemption Application
  • Washington, DC: Office of Tax and Revenue Exemption Application
  • California: Attorney General Initial Registration
  • Washington, DC: Charitable Registration License
  • Response to IRS Follow-up Questions
  • Corporate Binder
  • Providing an Operational Action Calendar, Including Governance and Compliance Deadlines
  • Providing Start-Up Checklist of Common Tasks

The flat-fee we charge for a typical start-up is based on the nature of your organization’s proposed activities, anticipated annual revenue, and our experience regarding the level of additional documentation and follow-up with the IRS that will be required to obtain an exemption. Certain activities increase the likelihood of IRS follow-up questions, and may not be appropriate for a flat fee. These include, by way of example, schools, hospitals, organizations with foreign activities, and organizations basing their tax exemption on novel or untested theories.