Practice Areas

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.

Formation

Nonprofit formation and tax-exempt status.

State incorporation across CT, MA, NY, and DC
IRS Form 1023 (501(c)(3) full application)
IRS Form 1023-EZ (streamlined application, eligibility review)
IRS Form 1024 (other tax-exempt categories, including 501(c)(4) and 501(c)(6))
Public support test analysis and structure
Private foundation status and self-dealing review
Governance

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.

Articles or certificates of incorporation, bylaws, and organizational structure
Fiduciary duties of directors and officers
Conflicts of interest and ethics policies
Committee structure and board practices
Decision-making processes and minute-taking standards
Board training and orientation

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

Ongoing compliance throughout the life of a nonprofit.

Federal Form 990 review and preparation support
State charitable registration (CT, MA Form PC, NY CHAR500, DC BRA-25)
Attorney General oversight and notice requirements
Recordkeeping and corporate formalities
Risk management and regulatory readiness
Policy refresh and governance audits
Our Values

What you can count on.

Ready to talk?

A complimentary 30-minute call with a managing partner. Clear scope.
Transparent fees. No primer required.

Schedule a Consultation