Client Resource
Nonprofit & 501(c)(3) Startup Checklist
A practical preparation guide from Sharif Tax Firm.
Nonprofit & 501(c)(3) Startup Checklist
- Organization name, purpose and proposed activities
- California Secretary of State formation documents
- Employer Identification Number (EIN)
- United States Internal Revenue Service (IRS) Form 1023 or Form 1023-EZ information, where applicable
- California Franchise Tax Board (FTB) tax-exemption information
- California Attorney General Registry of Charities and Fundraisers registration information, where applicable
- Initial financial information, budgets and contribution records