The nonprofit startup checklist

Use this checklist as a planning map. The correct order varies by jurisdiction and organization type, but each item should have an owner, due date, source, and saved proof of completion.

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Phase 1: Validate the organization

Define the public problem and people served.Research existing organizations and partnership options.Decide whether a new corporation, fiscal sponsor, or existing partner is the best structure.Draft the mission, initial programs, and first-year budget.

Phase 2: Build governance

Recruit qualified initial directors.Assign proposed officer roles.Identify conflicts, family relationships, and financial interests.Choose the fiscal year and meeting schedule.

Phase 3: Form the state entity

Check name availability.Select the registered agent and office.Prepare purpose and dissolution language.File Articles and save proof of acceptance.

Phase 4: Organize operations

Adopt bylaws and conflict policy.Hold and document the organizational meeting.Obtain the EIN.Open the organizational bank account.Set up bookkeeping, approvals, and document retention.

Phase 5: Seek exemption and registrations

Complete the official Form 1023-EZ eligibility worksheet.Prepare and submit the correct Form 1023-series application.Address state tax-exemption applications.Complete charity/fundraising registration before soliciting where required.

Phase 6: Protect ongoing status

Calendar the state annual report.Calendar Form 990-series deadlines.Calendar charity-registration renewals.Schedule board meetings and annual conflict disclosures.

This browser-only checklist is for planning and is not saved to a government record.

Service boundary: Start Your Cause generates customizable templates and educational guidance. We do not submit filings or government fees to a state agency or the IRS. Review current agency instructions before filing.

Frequently asked questions

What is the first legal filing?

Often the state formation document, but founders should validate the mission, board, name, and structure before filing. The correct order depends on the jurisdiction.

Is an EIN the same as 501(c)(3) status?

No. An EIN identifies the organization for federal tax administration. It does not create the corporation or grant tax-exempt recognition.

When do we register to fundraise?

State requirements differ. Some require registration before soliciting contributions. Check every state where fundraising will occur.

How should we save formation records?

Maintain a permanent, access-controlled record book containing the Articles, bylaws, policies, minutes, EIN notice, applications, determinations, annual filings, and major contracts.

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Turn your answers into organized documents

Use the guided Start Your Cause questionnaire to prepare formation templates, governance documents, and a state-specific next-step checklist.

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