Forming a California Nonprofit (Audio Only)

This program examines the process of forming a California nonprofit entity, going through the legal considerations involved in each step in detail. We start with a discussion of some of the appropriate things to consider before beginning the formation process and then turn to the mechanics of formation, including drafting Articles of Incorporation, Bylaws, and a Conflict of Interest Policy. We also cover other legal considerations that apply to California nonprofits, including registration requirements at the state level.

Most nonprofits are required to separately seek recognition of tax-exemption at the state and federal levels, so we take a close look at the requirements for exemption and the application process, focusing primarily on 501(c)(3) organizations. Finally, we briefly touch on some alternatives to forming a California nonprofit that may be attractive in certain circumstances.

Throughout the session, Erin Bradrick, Senior Counsel at NEO Law Group, illustrates concepts through examples and provides information on how to access additional resources.

Learning Objectives:

1. Articulate the factors that should be considered before forming a nonprofit
2. Understand the step-by-step process for forming a nonprofit in California
3. Learn the process for applying for federal and state tax-exemption
4. Understand the basic legal rules and requirements that apply to California nonprofit 501(c)(3) organizations on an ongoing basis