California Do Your Own Nonprofit

PART I    INITIAL ORGANIZATIONAL SETUP    

Chapter 1    Pay Attention: We Are Only Gonna Say This Once!    

Chapter 2    Myths About Nonprofits    

Chapter 3    Is 501(c) (3) Status Right for You?    

Chapter 4    Do-It-Yourself Checklist   

Chapter 5    Select a Business Name and Make Sure It is Available 

Chapter 6    Get a Federal Employer Identification Number (FEIN)    

Chapter 7    Develop a Strong Mission Statement    

Chapter 8    Form a Board of Directors    

Chapter 9    Crash Course on Incorporation    

Chapter 10    Let's Incorporate and Stay Compliant!    

Chapter 11    Let's Create Bylaws    

Chapter 12    Develop a Conflict of Interest Policy    

Chapter 13    Hold and Document The First Board Meeting    

PART II    NEW ONLINE ONLY IRS FORM 1023 APPLICATION FOR TAX-EXEMPT STATUS    

Chapter 14    Request for Recognition of Exemption    

Chapter 15    Part I: Identification of Applicant    

Chapter 16    Part II: Organizational Structure    

Chapter 17    Part III: Required Provisions in  Your Organizing Document    

Chapter 18    Part IV: Your Activities    

Chapter 19    Part V: Compensation and Other  Financial Arrangements    

Chapter 20    Part VI: Financial Data    

Chapter 21    Part VII: Foundation Classification 

Chapter 22    Parts VIII, IX, and X: Effective Date, Annual Filing Requirements, and Signature    

Chapter 23 Upload Checklist 

PART III IRS SCHEDULES FOR TAX-EXEMPT STATUS 

Chapter 24 Schedule A: Churches 

Chapter 25 Schedule B: Schools, Colleges, and Universities 

Chapter 26 Schedule C: Hospitals and Medical Research Organizations 

Chapter 27 Schedule D: Section 509(a) (3) Supporting Organizations 

Chapter 28 Schedule E: Effective Date 

Chapter 29 Schedule F: Low-Income Housing 

Chapter 30 Schedule G: Successors to Other Organizations 

Chapter 31 Schedule H: Organizations Providing Scholarships, Fellowships, Educational Loans, or Other Educational Grants to Individuals and Private Foundations Requesting Advance Approval of Individual Grant Procedures 

PART IV FORM 1023-EZ 

Chapter 32 Form 1023-EZ: Streamlined Application 

PART V SPECIAL FEATURE BY GRANT GURU JUDY HANNA 

Chapter 33 The Art of Grant Writing for Your Nonprofit 

PART VI SPECIAL CIRCUMSTANCES 

Chapter 34 Automatic Revocation of 501(c) (3) Status 

PART VII FOLLOW-UP TASKS 

Chapter 35 Annual Filing Requirements with IRS 

Chapter 36 Apply for Nonprofit Standard Mail Rates 

SUMMARY 

APPENDIX A 

APPENDIX B