IRS and CA FTB 501(c)(4) Filings
IRS and CA FTB 501(c)(3) Filings
Employer Identification Number (EIN)
Secure Domain Name
Business Plan
Strategic Plan
Marketing Plan
Nonprofit Website (Referral)
Grants - Research and Writing
Insurances (Referral)
Fundraising Opportunities
Corporate Sponsorship Opportunities
Annual Report
Charity Registration
(CANDID - GuideStar Listings)
Fiscal Sponsorship Agreement
Board of Directors Formation
Advisory Board Formation
Training and Webinars
Secretary of State, Form ARTS-MU
(Articles of Incorporation)
Secretary of State, Form SI-100
(Statement of Information)
Establish Corporate Bylaws
CA Franchise Tax Board
(Form 3500 Exemption Application)
IRS
(Exemption Application Form 1023 or Form 1024 & 8976)
Office of the Attorney General
Registry of Charitable Trusts
(Initial Form CT-1 or
Renewal Form RRF-1 & Form CT-TR-1)
CA Franchise Tax Board - Tax Filings
IRS - Tax Filings
Training and Webinars
We are able to increase community awareness, participation and commitment for each client by being an active community participant, and ensuring regular local media communications regarding their service projects and strategies. We leverage relationships with local, regional, state and federal legislators along with the media to ensure that the communities in the region are provided access to information about each client's services and programs.
Additionally, we are responsible for strategic and operational management & oversight, ensuring effective delivery of services; meeting fundraising goals, revenue and expense targets as well as complying with corporate governance, compliance, policies and governmental regulations.
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