Entity Formation, Compliance, and Governance
Building and maintaining legally sound nonprofit organizations, from incorporation through ongoing regulatory compliance and board oversight.
We guide founders and boards through every stage of formation and tax-exempt recognition: entity selection, state incorporation, EIN and tax registrations, bylaws and initial governance documents, IRS exemption applications (Forms 1023, 1023-EZ, and 1024), and follow-through on state charitable and fundraising registrations.
Nonprofit formation and tax-exempt status.
Governance and board responsibilities.
Strong governance is the single highest-leverage legal investment a nonprofit can make. We work with boards and executives on the structures, policies, and practices that keep an organization legally sound and operationally accountable.
Formation is the beginning. The obligations that follow (federal, state, and increasingly cross-jurisdictional) are where organizations get into trouble. We counsel on compliance as an ongoing discipline, not a year-end scramble. And when you’re ready to sunset, we’re here for that, too.
Ongoing compliance throughout the life of a nonprofit.
Founders Package
Our entire suite of startup services. Predictability and stability as you steadily build your dream.
Starting at $8,000.
Founders Refresh
Designed for founders and leaders who are at a turning point in their organization’s lifecycle.
Starting at $4,000.
Sunset Package
Our entire suite of wind-down services. Leading you confidently to your next adventure.
Starting at $2,000.
What you can count on.
Ready to talk?
A complimentary 30-minute call with a managing partner. Clear scope.
Transparent fees. No primer required.