
SureStart™ Nonprofit Formation Plan
The Expertise You Need to Get Your Nonprofit Off to the Right Start
We created the SureStart system to give you the essential services you need to start your nonprofit…all provided by licensed tax professionals and customized to your unique organization. We’re serious about your success!
What if you could ensure that your nonprofit was set up from day one with a rock-solid foundation? We have developed a unique, consultative approach designed to incorporate your nonprofit, secure 501(c)(3) status and help you achieve long-term success.
It’s not just document preparation…frankly, lots of people can fill out forms. Starting a successful nonprofit requires much more than that. We deeply engage with you, helping you to structure your nonprofit the right way, so that you accomplish your mission and avoid the pitfalls.
Starting a nonprofit is complicated. Many business plans we hear sound great, but need considerable work to be truly ready-to-launch. You need seasoned professionals to take your vision and help you mold it into a nonprofit entity that is fully IRS-compliant, properly structured, and ready to maximize impact.
Get a head-start on success: Our experts dig deep with you to understand your program, identify opportunities, risks, and areas of concern, then put together the necessary documents and applications that accurately represent your vision. Plus, because our firm is led by an IRS-credentialed Enrolled Agent, you can have the comfort of knowing that qualified, licensed tax professionals are on the case.
OUR GUARANTEE: Your 501(c)(3) application will be IRS approved, or your money back!
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We would love to hear about your plans for a new nonprofit! Complete the information below, and we’ll reach out for a conversation.
Dont’ worry. There’s never a hard-sell…just caring professionals who want to help you accomplish your dream.
We look forward to hearing from you!
Every SureStart startup engagement provides essential solutions for your startup nonprofit, including:
*SureStart Complete only. See chart below for details.
SureStart Levels
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- Name AvailabilityVerification that your desired corporate name is available in your stateName Availability
- Articles of IncorporationSometimes called a Charter, this is the document that establishes your nonprofit corporation. We prepare your Articles for you to file with your state.Articles of Incorporation
- Draft BylawsYour bylaws dictate how your nonprofit will be governed. We prepare IRS compliant, initial bylaws that are best suited to your unique needs. Or, if you already have bylaws, we will review for compliance and advise/amend at your direction.Draft Bylaws
- Conflict of Interest PolicyThe IRS requires 501(c)(3) organizations to have a policy that dictates how its leadership will manage conflict-of-interest.Conflict of Interest Policy
- Federal EINThis is your federal identification number, much like a Social Security number is for an individual. It is a requirement for all business entities, other than Sole ProprietorshipsFederal EIN
- Personal Exemption SpecialistEvery SureStart client is assigned to one our nonprofit experts, who will dive deep into your plans, and work with you to establish your nonprofit according to compliant, best practice.Personal Exemption Specialist
- IRS 501(c)(3) Status (Guaranteed!)Approaching 20,000 IRS approvals with 100% success, since 1995IRS 501(c)(3) Status (Guaranteed!)
- Oversight by IRS-Licensed Tax SpecialistFoundation Group is the only non-CPA specialty service provider for nonprofit formation services that legally offers tax advice. Our team is led by an IRS-credentialed Enrolled Agent, who works to ensure federal and state tax compliance for all SureStart clients. We represent your case under IRS power of attorney (if required), assuring your success.Oversight by IRS-Licensed Tax Specialist
- Personal Compliance SpecialistOnce your nonprofit is formed, our Compliance team takes over to keep your organization in total compliance with state and federal requirements.Personal Compliance Specialist
- State Tax ExemptionCRITICAL! Many states' Division of Taxation requires nonprofits to obtain a state equivalent to IRS 501(c)(3) status in order to be corporate tax exempt. California and Texas are especially complex in this regard.State Tax Exemption
- State Fundraising RegistrationCRITICAL! The vast majority of states require 501(c)(3) organizations to register with the Division of Charities prior to seeking donor support or initiating other revenue generating activities.State Fundraising Registration
- IRS Form 990 Preparation (1st Year)CRITICAL! Equivalent to a corporate tax return for nonprofits, Form 990 must be filed annually by all 501(c) organizations. Failure to file can result in having your nonprofit's 501(c)(3) status revoked.IRS Form 990 Preparation (1st Year)
- Ongoing ConsultationOne year of access to our consulting staff by appointment or online message centerOngoing Consultation
Core
- Name Availability
- Articles of Incorporation
- Draft Bylaws
- Conflict of Interest Policy
- Federal EIN
- Personal Exemption Specialist
- IRS 501(c)(3) Status (Guaranteed!)
- Oversight by IRS-Licensed Tax Specialist
- Personal Compliance Specialist
- State Tax Exemption
- State Fundraising Registration
- IRS Form 990 Preparation (1st Year)
- Ongoing Consultation
Complete
Total Compliance Solution
- Name Availability
- Articles of Incorporation
- Draft Bylaws
- Conflict of Interest Policy
- Federal EIN
- Personal Exemption Specialist
- IRS 501(c)(3) Status (Guaranteed!)
- Oversight by IRS-Licensed Tax Specialist
- Personal Compliance Specialist
- State Tax Exemption
- State Fundraising Registration
- IRS Form 990 Preparation (1st Year)
- Ongoing Consultation