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
Designed for organizations seeking foundational formation support.
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 or Form 1023 preparation
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
Designed for organizations anticipating operational growth or multi-program structure.
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
Designed for public-facing or high-visibility organizations requiring additional governance structure.
Includes :
Strategic formation consultation
Enhanced governance suite
Public-facing risk considerations
Full IRS Form 1023 (long form)
California AG filings
Governance orientation session
Public-figure compliance session
This package addresses organizations with increased governance complexity and reputational considerations.