Nonprofit Formation Services

Formation Services

We assist clients in forming California nonprofit public benefit corporations and securing federal tax-exempt status under Section 501(c)(3). Our formation services are structured, milestone-based, and designed to establish a legally sound foundation from the outset.

Tier 1 – Formation Essentials

Ideal for new nonprofits with a single program and simple structure — typically eligible for IRS Form 1023-EZ.

Starting at $3,500

Note: Government filing fees (Secretary of State, IRS, CA AG) are billed separately and are the client's responsibility.

Includes :

  • Articles of Incorporation (drafting and filing)

  • EIN procurement

  • Bylaws drafting

  • Initial governance policies (Conflict of Interest, Whistleblower, Document Retention)

  • Initial board resolutions

  • IRS Form 1023-EZ preparation (for eligible organizations — full Form 1023 requires Tier 2)

  • Initial California Attorney General registration

  • First-year compliance overview

This package focuses on establishing required documents and filings necessary for nonprofit formation and exemption.

Tier 2 – Strategic Formation Package

Ideal for growing organizations with multiple programs, complex funding structures, or those requiring the full IRS Form 1023 long-form application.

Starting at $7,500

Note: Government filing fees (Secretary of State, IRS, CA AG) are billed separately and are the client's responsibility.

Includes :

  • Formation consultation

  • Enhanced bylaws

  • Governance policy suite (including fiscal controls and gift acceptance policy)

  • Board roles & responsibilities memo

  • Program structure overview

  • Full IRS Form 1023 preparation (long form)

  • California AG registration

  • Governance orientation session

This package supports organizations requiring additional structural clarity at formation.

Tier 3 – Premier Foundation Build

Ideal for celebrity-, athlete-, and entertainer-led foundations and high-visibility organizations where governance complexity, brand reputation, and public scrutiny require elevated legal structure.

Starting at $14,500

Note: Government filing fees (Secretary of State, IRS, CA AG) are billed separately and are the client's responsibility.

Includes :

  • Strategic formation consultation (two sessions)

  • Premier governance suite (enhanced bylaws with public-figure safeguards)

  • Public-figure oversight guidelines

  • Donor and sponsorship procedures

  • Grantmaking guidelines

  • Full IRS Form 1023 (long form)

  • California AG filings

  • Governance orientation session

  • Public-figure compliance and risk session (dedicated)

This package addresses organizations with increased governance complexity and reputational considerations.

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