SIMPLE NONPROFIT ORGANIZATION

Service Description

Nonprofit Organization Formation – $2,400 We provide comprehensive formation services for standard nonprofit organizations. This service is ideal for those who want to operate a public charity or foundation with a clear purpose and the ability to receive tax-deductible donations (pending IRS approval). This package includes: • State formation filing fees are not included and will be added separately based on your entity type and state of formation. (Articles of Incorporation with charitable purpose language) • Employer Identification Number (EIN) • Bylaws and Conflict of Interest Policy • Initial Board Resolution and setup documents • DBA filings may be required based on your organizational structure and, when applicable, are billed separately due to state and local filing requirements. • IRS 1023-EZ tax-exempt application (for qualifying organizations) • Formation services do not include licenses, permits, or professional approvals • Help preparing for the 3-year projected budget and narrative • Filing guidance and timeline overview • Email support through completion • Two (2) 90-minute consultation sessions to gather information and guide you through the process (valued at $650) ________________________________________ Notes: • This package covers the complete formation for nonprofits eligible to file IRS Form 1023-EZ. • We will review your organization’s eligibility and notify you if the full Form 1023 is required, which may involve additional fees. • Formation services do not include licenses, permits, or professional approvals • Clients are responsible for providing accurate and timely information to avoid delays. • Ongoing compliance, annual filings, and tax preparation are the responsibility of the nonprofit and its accountant. • Additional services such as board development, strategic planning, and coaching are available separately. Timeframe: Our portion of the formation process (state filings, EIN, bylaws, and preparation of the IRS Form 1023) is generally completed within 3–4 weeks once all required information is received from the client. Please note that the IRS review and approval process may take several months and is outside of our control. ⚠️ Please note: Coaching is not included in this service. Need more support? Additional consultation sessions are available as single bookings or in discounted packages.