What are the steps to start a non-profit organization in California?

What are the steps to start a non-profit organization in California?

In California, starting a non-profit organization requires careful planning and attention to detail. This guide will walk you through the process of incorporating a non-profit in California, from choosing a name to filing the necessary paperwork. We'll also cover the requirements for obtaining tax-exempt status and registering with the California Secretary of State.

Step 1: Choose a Name

Choose a name that reflects your organization's purpose and is easy to remember. Make sure the name is not already in use by searching the California Secretary of State's database. You can also check the availability of your desired name by searching the United States Patent and Trademark Office's database.

Step 2: File Articles of Incorporation

File Articles of Incorporation with the California Secretary of State's office. This document will outline the purpose of your organization, the names and addresses of your initial directors, and the number of shares your organization will issue.

Step 3: Obtain Tax-Exempt Status

To obtain tax-exempt status, you'll need to file Form 1023 or Form 1024 with the Internal Revenue Service (IRS). These forms require detailed information about your organization's purpose, activities, and financial structure. You may also need to provide additional documentation, such as a copy of your articles of incorporation and bylaws.

Step 4: Register with the California Secretary of State

Register your non-profit organization with the California Secretary of State's office. This will require providing your organization's name, address, and contact information.

Step 5: Obtain a Federal Employer Identification Number (FEIN)

Obtain a FEIN from the IRS. This will allow you to open a bank account and file taxes.

Step 6: Create Bylaws

Create bylaws that outline the rules and procedures for your organization's governance. Bylaws should include information about your organization's purpose, membership, meetings, and elections.

Step 7: Hold an Organizational Meeting

Hold an organizational meeting to elect initial directors, adopt bylaws, and approve the articles of incorporation.

Step 8: File Annual Reports

File annual reports with the California Secretary of State's office and the IRS. These reports will require information about your organization's activities, financial status, and governance.

By following these steps, you'll be well on your way to starting a successful non-profit organization in California. Remember to stay organized, plan carefully, and seek professional advice when needed.