Resources
Check out some of our educational resources and free downloads below to learn more about the 501c3 process!
Important Resources
- 501c3 Advantages
- State Tax-Exempt Status
- Nonprofits Operating Abroad
- Private Foundations
- 501c3 Status Revoked
- New York is Different
- Charitable Solicitation Registration
- Donor Advised Funds
- Political Involvement and Lobbying
- Churches and Schools
- What is a Church?
- Does a Church Need IRS Status?
- What is a School?
- IRS Expedited Handling
- Beware Quick 501c3 Status
501c3 and Related Downloads
Our 501c3 service is as complete as it possibly can be. But sometimes, you may be able to use some other resources we have for you once you are a client of ours. Your mission is SO important to make this a better world for all the people you will be helping. We’re with you all they way, and we want to give you everything you need!
Unless you have some complex tax issues, you won’t need a CPA until your nonprofit brings in over $50,000 per year. (Under $50,000, it’s a simple 5-minute Internet filing once a year, no financials.)
Use our corporate checkup to make sure you are current and in compliance with state and federal regulations. The link to that will be in our final letter we email to you after you have received your 501c3 Determination Letter.
There are organizations that want to trick you into believing that you need to use their service for your nonprofit corporation to stay in compliance with your state.
They look very official as if they are actually coming from your state. Here is an example of a prominent California (but your state may be quite different; these organizations are very skillful at making their solicitation appear to be very “official” looking): http://www.501c3GO.com/Corporate_Compliance.pdf.
FINALLY, WE ARE HERE FOR YOU IN THE YEARS TO COME.
We get calls from clients going back decades, asking us questions. After you get your 501c3 status, you’re still in our family. We still love you and will help you as we are able.
Knowledge Base
Mistakes You Should Avoid When Choosing a Business Entity
It can be an exciting endeavor when embarking on a new venture. If you’re an upcoming entrepreneur, setting up the legal structures will be the
Further Instructions for IRS Form 1023
Part I. Identification of Applicant Part II. Organizational Structure Part III. Required Provisions in Your Organizing Document Part IV. Your Activities Part V. Compensation and Other Financial Arrangements Part VI. Financial
What forms do I file after I obtain 501c3 status?
What forms do I file after I obtain 501c3 status? First, think about state tax-exempt status. It is generally not difficult. Here is a link
Group Exemption Letters | What is a Group Exemption Letter
What is a Group Exemption Letter? The IRS sometimes recognizes a group of organizations as tax-exempt if they are affiliated with a central organization. This
How to Start a 501c3
Three Simple Steps to Creating a 501c3 Nonprofit So, you’re wondering how to start a 501c3 nonprofit organization? Starting a 501c3 is a process. Our
House Committee Chairman Asks Obama to Fire IRS Commissioner
FROM THE WALL STREET JOURNAL—A House committee chairman called on President Barack Obama to fire the Internal Revenue Service commissioner, John Koskinen, over his handling
The Taxman’s Politics
New evidence that IRS bias may have extended to tax audits. THE WALL STREET JOURNAL – The Obama Administration has made a two-year career of
How to Start a Nonprofit
Use these 5 tips to learn how to start a nonprofit organization with America’s #1 501c3 attorney. Plan Your Nonprofit – First you need to know your mission,
The IRS Is Not Here to Help You
The IRS Is Not Here to Help You The agency will punish tax filers for its own stonewalling. Jan. 15, 2015 7:26 p.m. ET Hard
National Taxpayer Advocate Delivers Annual Report to Congress
National Taxpayer Advocate Delivers Annual Report to Congress; Focuses on Taxpayer Service and Taxpayer Bill of Rights IR-2015-02, Jan. 14, 2015 WASHINGTON — National Taxpayer
Nonprofit Unrelated Business Income
The question concerns nonprofits receiving income from business activities. How much income can they receive from related activities before they lose their status? Also, how
Reinstate RevocationXYZ
Automatic Revocation – How to Have Your Tax-Exempt Status Retroactively Reinstated Organizations whose tax-exempt status was automatically revoked because they did not file required 990
Avoiding the OFAC
AVOIDING THE OFAC The Office of Foreign Assets Control, and How it Affects Your Nonprofit Many nonprofit organizations have heard rumors about the “OFAC”
Deductibility of Mission Trips
Hi, Rocky, We have a lot of groups going on mission trips around the world. I have always felt that the airfare should be a
The Do’s & Don’ts of Benevolence Funds
Putting formal procedures in place is always a wise decision. A Benevolence Fund is no exception. Benevolence Funds are used by churches and other nonprofits
Deductibility of Mission Trips
Hi, Rocky, We have a lot of groups going on mission trips around the world. I have always felt that the airfare should be a
The Do’s & Don’ts of Benevolence Funds
Putting formal procedures in place is always a wise decision. A Benevolence Fund is no exception. Benevolence Funds are used by churches and other nonprofits
New York Purpose Statement
When the New York Department of State rejects a purpose statement for the Certificate (Articles) of Incorporation, it usually uses the following verbiage: “The Not-for-Profit
Nonprofit Record Keeping Part 1
What nonprofit records should be kept? Except in a few cases, the IRS does not require a special kind of record. A public charity can
Nonprofit Recordkeeping Part 2
Records Management Assets & Liabilities Assets are the property, such as investments, buildings and furniture an organization owns and uses in its activities. Liabilities reflect
Corporate Compliance Scam
Corporate Compliance SCAM—this subject could be important to you. For helping us bring information to you about this scam, we give credit to Sab Takahashi
Unrelated Business Income
What is UBI, and why might a nonprofit need to know about UBI? UBI is income from a regularly-carried-on trade or business that is not
Foreign Operations
If you will operate in, or donate money to organizations located in foreign countries, or make other foreign expenditures of your organization’s funds, you will
Corporate Checkup
For good health, your nonprofit corporation needs a check-up from time to time, at least annually. If you want to calendar it, November 1 would
Sample Answers 40-01
Sample Answers for Question 40-01 501c3 Questionnaire Over the years, we have been asked many times for a examples of an answer to question on
Donations—Non-Quid Pro Quo
Quid pro quo is Latin. It means “something for something.” If you do not give a donor something in return for his or her contribution,
Donations—Quid Pro Quo
Quid pro quo is Latin. It means “something for something.” A contribution made by a donor in exchange for goods or services is a quid
Must I Disclose Nonprofit Information to a Complete Stranger?
Should an organization disclose nonprofit information? “A complete stranger asked me for a copy of my organization’s annual return. She said if I don’t give
Online Charitable Solicitation
Some states have gone so far as to take the position that a nonprofit that requests donations online is “soliciting” donations in their state if
Charitable Solicitation
If you solicit charitable contributions, you may need to register with the state in which you are soliciting. Forty states require registration. Religious organizations are
Nonprofits Operating with Foreign Bank Accounts
Does your nonprofit operate abroad? Does it have any bank accounts abroad? Can you sign on those bank accounts? Did the total funds in all
Choosing a Tax Preparer
From the IRS (although the thrust of this article is personal tax returns, it also applies to filing 990 returns): FS-2012-5, January 2012 If you
Deducting Charitable Contributions: Eight Essentials
Do charitable contributions figure in to your nonprofit? Of course they do, and here is information that you can pass on to your donors about