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.

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