- Start-Up Incorporation and State Filings (Est. $1000 + Filing Fees)
- Initial Consultation
- Standard Articles of Organization
- Standard Bylaws
- Standard Consent of Directors in lieu of Initial Meeting Notice
- Sample meeting minutes
- SS-4 / EIN assistance, if desired
- Attendance of Initial Board Meeting (1 hr.)
- Charity Registration Form
- Schedule A-2 or initial Form PC as appropriate
- Powers of Attorney
- Distribution for signatures
- Filing
- Start-Up IRS Filings (Est. $750 + FIling Fees)
- Draft Application for Recognition of Exemption under 501(c)(3): IRS Form 1023 or 1023-EZ (choice of IRS Form based on Client financials and IRS activity details format)
- Conflict of Interest Policy
- Final document preparation (including attachments)
- Filing
- Response to IRS Request for Additional Information, if needed Form 1023-EZ
- Other (hourly rate)
- Conflict of Interest document
- Assistance with/re-draft of 1023EZ/1023 or other documents
- Special issues: advocacy, board composition, public support, etc.
- Review client draft, re-draft, other changes, financial projections, client delay, amendments, etc.
- DOR, town registration, etc.
- Training/assistance with Form 1023EZ/1023
- Post-start-up issues, filings, agency questions/issues, etc.
- Unrelated to nonprofit issues (e.g., employment, contract, lease, guidance, etc.)
- Client delay/data delay/custom document/document review/extra file review
- Hourly
- Registration Year: $50,000 to $200,000 total revenue: $200/hr.
- Year 2+ or $200,000 to $500,000 total revenue: $275/hr.
- Year 2+ or $500,000 total revenue: $325/hr.
- Ongoing Retainer: $500 – $5000 depending on requirements