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501(c)(3) from

Stand up a nonprofit the IRS will approve. A self-paced playbook covering name and board, Certificate of Formation, EIN, Form 1023, state exemptions, and annual compliance.

Forming an LLC or C-Corp instead? See the Incorporation Guide →

What you get

Module 1

Name and board

A name that clears SOS + USPTO checks and three unrelated directors who said yes. The most common Form 1023 rejection happens here — get it right in week one.

Module 2

Certificate of Formation

Filing the actual entity with your state. The IRS-required language for 501(c)(3) eligibility, dissolution clause, registered agent.

Module 3

EIN, bylaws, organizing meeting

IRS Form SS-4. Bylaws template tuned for IRS exemption review. The first board meeting and what minutes need to capture.

Module 4

Form 1023

The big one. Full or 1023-EZ. Narrative description, finances, conflict-of-interest policy, public-charity classification. The questions that trip up first-time applicants.

Module 5

State exemptions

Federal 501(c)(3) status doesn't automatically grant state-level exemption. Sales tax, franchise tax, charitable solicitation registration — what to file and when.

Module 6

Annual compliance

Form 990 (or 990-EZ / 990-N), state annual reports, board meeting cadence, document retention. The recurring obligations that keep your status active.

State coverage

State

Texas

TX-specific Certificate of Formation, sales-tax exemption, charitable solicitation registration.

Add-on · $50 each

Additional states

Need DE, CA, NY, or another state? Add it to your purchase at checkout. Same depth, state-specific filing details.

Pricing

Self-paced

Remote

Full guide, all modules, one state included. Read at your own pace, ask questions in the in-app comments.

$250
Live walk-through

In-person

Everything in Remote, plus a 90-minute live session with Jake to walk through Form 1023 for your specific organization. One state included.

$500

Built from the same playbook used to set up nonprofits in the 1116 portfolio. Follow 1116.info for new state coverage and product launches.