Email Address

What is the proposed nonprofit name?

Have you done a cursory search to see if your proposed nonprofit name is available?

Do you want to use any other names for the nonprofit publicly?

(E.g. if you decide to call your corporation “ABC Enterprises, Inc.”, but you also want to be able to be called “ABC, Inc.”, then select “Yes”).

If so, what other name(s)?

When would you like to form the nonprofit?

Identify your position in the nonprofit.

Have you had your first board meeting yet?

If so, please email your meeting minutes and/or any notes from the meeting to Sharmila Parkman at srp@parkmanfirm.com.

Identify all other initial board members and officer(s) of the nonprofit, including their corresponding position.

(E.g. John Doe – Chairman and CEO, Jane Doe – Secretary and Treasurer).

Will any officers receive compensation of any kind?

If so, identify which officer(s) will receive compensation and the corresponding amount(s).

(E.g. John Doe – Director and CFO - $56,000 per year).

Describe the general purpose and activities of the nonprofit and/or the types of goods and services that are provided.

Would you like to be the registered agent for the nonprofit or would you like The Parkman Law Firm to be your registered agent?

(A registered agent receives all important documents, including legal paperwork if you are sued).

Identify all insurance policies the nonprofit will have.

(E.g. workers’ compensation insurance, general liability insurance, etc.).

Under which tax code section will the nonprofit have its tax-exempt status? (If known).

(I.e. 501(c)(3), 501(c)(6), etc.).

What will the nonprofit’s charitable purpose be?

(This will be listed in the Bylaws and the Articles of Incorporation).

Will the nonprofit, in any way, attempt to influence legislation and/or participate in lobbying?

Identify how the nonprofit will generate revenue.

(E.g. mostly public donations, mostly private donations, suggested service fees, grants, etc.).

If the nonprofit will receive grants, identify the nonprofit’s planned process for administration of funds.

Identify the projected annual revenue of the nonprofit for the next three years.

Do you intend for the nonprofit have a seller’s permit?

Do you intend for the nonprofit use a resale certificate?

Does the nonprofit have Bylaws yet?

If the nonprofit has Bylaws, do they have policies regarding conflicts of interest and executive compensation?

Is the proposed Board of Directors at least 50% disinterested?

(Disinterested means directors are not closely related, such as father and son, and are not engaged in certain current or prior business relationships).

Identify all proposed board members and/or officers that may not be disinterested and explain the potential conflict.

Identify the intended, usual date and location of board meetings.

Do you intend for the nonprofit to work with a CPA and/or bookkeeper to help with its taxes?

Do you intend for the nonprofit have an EIN (Employer Identification Number)?

Do you intend for the nonprofit have any employees?

If you intend for the nonprofit to have employees, how many?

When do you plan on hiring employees?

Do you intend for the nonprofit to have any independent contractors?

If you intend for the nonprofit to have independent contractors, how many?

When do you plan on hiring independent contractors?

Identify whether you intend for the nonprofit to have a logo or catch phrase that you may want to protect by copyright or trademark.

(If the nonprofit will have a logo or other graphic(s), please email copies to Sharmila Parkman at srp@parkmanfirm.com).

Identify all contracts and/or invoicing documents the nonprofit intends to use for clients or patrons, if any.

(Please email copies of all client-facing materials to Sharmila Parkman at srp@parkmanfirm.com).

Please provide the nonprofit’s website and any social media handles, if you have any already.

If none, type "N/A" and briefly explain why not.

Identify anything else you would like us to know about the nonprofit.

Nonprofits | Formation

Licensed in California