Outline legal fillings needed and timeline

[dlindahl]

TO-DO:

• Check name availability with Secretary of State
• Reserve corporate name Secretary of State
• Prepare Articles of Incorporation
• File Articles of Incorporation with Secretary of State (3-4 weeks) File Articles of Incorporation #14
• Apply for IRS Employee Identification Number Apply for EIN with IRS #15
• Open Bank Account Open Bank Account with US Bank #16
• Generate Bylaws
• File Statement of Information with Secretary of State File Statement of Information with Secretary of State #21
• Generate and file Federal Exemption Application with Internal Revenue Service (2-4 months) File Federal Exemption Application with Internal Revenue Service #22
• Register with the Attorney General's Registry of Charitable Trusts Register with the Attorney General's Registry of Charitable Trusts #23
• Understand and comply with the Attorney General California Nonprofit Integrity Act of 2004 (ongoing) Understand and comply with the Attorney General California Nonprofit Integrity Act of 2004 #25
• Prepare and file State Exemption Application with Franchise Tax Board (File State Exemption Application with Franchise Tax Board #27)

For a description of each step, check out the Wiki: Basic Steps for Starting a California Nonprofit.

[dlindahl]

This has been researched but needs to be codified

[dlindahl]

Costs of creating the legal entity are captured in Issue #4

[dlindahl]

Tabled to next meeting (in order to be tabled to the next meeting 😄)

[dlindahl]

Linked to two new issues (#23 and #25) for more detailed tracking

Will address #22 at end of Apr 10 meeting to fill out the form.

[roughani]

Updated the this issue's checklist to clarify that we still need to receive tax exempt status from the state (Franchise Tax Board). But it's a really short form and we just need to send them our IRS Determination letter. See #27.

FWIW, it's our last step!

[dlindahl]

Haven't heard back from the state yet. I will ping them and see what the deal is.