Formation packet: 9 documents
- Start Here filing-packet guide
- Articles of Incorporation
- Nonprofit bylaws
- Conflict-of-interest policy
- Organizational board minutes
- Mission statement worksheet
- EIN application guide
- Form 1023 preparation guide
- State-specific filing checklist
Annual package: 4 documents
- Form 990 preparation guide
- State annual-report guide
- Annual board-meeting minutes
- Donation acknowledgment templates
YOUR NONPROFIT FILING PACKET
File with your state: Articles of Incorporation after comparison with the current official state form.
Request separately: EIN through IRS.gov and tax-exempt recognition through Pay.gov.
Keep internally: Bylaws, conflict policy, and signed board minutes.
ARTICLES OF INCORPORATION
The name of the corporation is Organization Name.
This corporation is organized exclusively for charitable and educational purposes within the meaning of section 501(c)(3) of the Internal Revenue Code…
Registered agent: Registered Agent
CONFLICT OF INTEREST POLICY
Interested Person. Any director, principal officer, or member of a committee with governing-board delegated powers who has a direct or indirect financial interest…
Following disclosure, the interested person shall leave the meeting while the potential conflict is discussed and voted upon…
ORGANIZATIONAL ACTION OF THE BOARD
RESOLVED, that the bylaws presented to the Board are adopted as the bylaws of Organization Name…
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Enter your information once so organization names, addresses, registered agent, officers, mission, and board choices remain consistent across the templates.
$79 one-time Formation Package: twelve months of access with no automatic renewal.
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