Start Your Nonprofit Your Path to 501(c)(3) Success

Start Your Nonprofit. Your Path to 501(c)(3) Success

At our company, we specialize in supporting startups and established entities in their journey to establish and maintain nonprofit 501(c)(3) status. Our comprehensive services are designed to help you navigate the complexities of forming and operating a nonprofit organization, ensuring you have the tools and guidance necessary to succeed.
Our Services Include:

Nonprofit Formation: We assist with the entire process of establishing your nonprofit, including filing Articles of Incorporation, EIN, Recruiting board members, Creating bylaws, and Conflict of interest policy.
501(c)(3) Application: Our experts guide you through completing IRS Form 1023 or Form 1023-EZ, ensuring your application meets all federal requirements for tax-exempt status.
State Compliance: We help you register for state tax-exempt status, file annual reports, and obtain necessary licenses and permits to operate legally in your state.
Ongoing Coaching: Our nonprofit coaching services provide continuous support, including governance advice, fundraising strategies, and compliance assistance to help your organization grow and thrive.
Renewal Services: We assist with renewing filings and maintaining compliance with state and federal requirements, ensuring your nonprofit remains in good standing.
Funding Guidance: Our experts help you develop effective fundraising strategies to secure the resources needed to support your mission and create lasting impact.

Why Choose Us? Our team has over 10 years of combined experience in nonprofit development and financial services. We understand that it takes more than just money to start and successfully operate a nonprofit. That's why we offer a holistic approach, providing both access to capital and essential knowledge to help you start and stay in business.Let us help turn your vision into reality. Contact us today to learn more about how we can support your nonprofit journey. Link https://www.shermansconsultingfirm.com/store/p10/Nonprofits_7_for_777.html.

For all our business services, we recommend obtaining a virtual office address. While some Secretary of State offices protect business registrations and keep documents private, others do not. Due to the varying regulations and frequent changes, a virtual office address provides an extra layer of privacy and security. We offer virtual addresses for $50 a month. Alternatively, if you already have a commercial address, you can use that. Ensure your address is up to date with all the entities you do business with.

Nonprofits 7 for 777

$1,300.00 $500.00

1. Coaching Sessions: The package includes seven hourly coaching sessions. These sessions can be conducted through Zoom, Google Meet, or in-person, providing flexibility in communication.

2. 50% Down Payment: A 50% down payment is required to initiate the coaching package, which likely covers some upfront costs and secures the services.

3. Business Formation Filing & EIN #**: Assistance with the process of business formation, which may include registering the business entity and obtaining an Employer Identification Number (EIN) from the IRS.

4. Pay the Secretary of State's Filing Fee: The package may cover the cost of filing necessary documents with the Secretary of State, which is typically required when forming a legal business entity. The fee is $99.

5. Bylaws and Constitution: Assistance in creating and formalizing the bylaws and constitution for your organization. These documents outline the structure, rules, and governance of your business or nonprofit.

6. Conflict of Interest Policy: Development of a conflict of interest policy to ensure that decision-making within the organization is impartial and in the best interests of the entity.

7. DUNS # Obtainment: Help with obtaining a Data Universal Numbering System (DUNS) number, which is often required for government contracts and grants.

8.Roberts Rules of Order Guide: Guidance on the use of Robert's Rules of Order, a standard set of parliamentary procedures for conducting meetings and making decisions within organizations.

9. Robert Rules of Order Training: Training sessions on how to effectively use Robert's Rules of Order in your organization's meetings and decision-making processes.

10. Facebook Support Group: Access to a dedicated Facebook support group where you can connect with others who are going through similar business or nonprofit startup processes.

11. Guides: Guides and resources on various topics, including starting a business, human resources (HR), nonprofit management, and marketing. These guides can provide valuable insights and information.

12. Financial Documents: Assistance with creating formalized financial documents, including cash flow statements, income statements, inventory tracking, and balance sheets. These documents are crucial for financial planning and reporting.

13.Personal Online Portal: Access to a personalized online portal where you can access coaching materials, documents, and resources related to your business or nonprofit venture.

Fees related to government filings and licensure are not included in the coaching package and are the responsibility of the customers. Additionally, fees may vary depending on the state and the specific requirements for business incorporation.

Here's a breakdown of the key steps:

1. Name Your Nonprofit: Complete a name and trademark search to ensure your chosen name is available and not trademarked by another entity.Register your business with the secretary of state.

2. Choose Your Statutory Agent: A statutory agent, also known as a registered agent, is responsible for receiving important legal documents on behalf of your nonprofit. For example in Ohio the agent must be a resident of Ohio or a corporation authorized to do business in Ohio.

3. Select 3 Board Members & Officers: Form a board of directors with at least three members who are not related to each other. Your organization must have a president, secretary, and treasurer. The president and secretary positions cannot be held by the same person.

4. Adopt Bylaws & Conflict of Interest Policy: Your nonprofit must create and adopt bylaws, which are the rules governing its operations, and a conflict of interest policy to ensure decisions benefit the nonprofit rather than individual members.

5. **Purpose**: Your nonprofit's purpose must align with one or more of the following categories: charitable, religious, scientific, educational, literary, fostering national/international amateur sports competition, preventing cruelty to animals/children, or testing for public safety.

6. Obtain an EIN (Employer Identification Number)**: An EIN, similar to a social security number for your organization, is necessary for various purposes, including opening a bank account, tax reporting, and hiring employees. You can obtain an EIN from the IRS for free.

7. Apply for 501(c)(3) Tax-Exempt Status: To apply for 501(c)(3) tax-exempt status, your nonprofit must meet specific conditions, including having at least three unrelated directors, filing Articles of Incorporation, adopting bylaws and a conflict of interest policy, and obtaining an EIN. Once these conditions are met, you can file Form 1023 online with the IRS.

8. Pay IRS Fees: There is a fee associated with filing Form 1023 for tax-exempt status. As of your provided information, it mentions paying the IRS $275 for the 1023 EZ Form 501(c)(3) tax-exempt filing.

9. Additional Fees: It's important to note that there may be various other fees associated with the process, such as state, county, and federal fees, as well as fees related to business formation and licensing. These fees are separate from any coaching package and are the responsibility of the nonprofit organization.

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Policies, Procedures, Disclaimers, and Disclosures
1. Educational Consulting Disclaimer : We are an educational consulting firm. The information, advice, and guidance provided by our firm are intended for educational purposes only. We offer recommendations and suggestions based on our expertise, but we do not make decisions for your business. The responsibility to act on the recommendations lies solely with you, the client.
Disclaimer: By engaging with our services, you acknowledge that any actions taken based on our advice are made at your own risk. We do not control, own, or have any direct authority over your business. It is your responsibility to make informed decisions.

2. Independent Status and Separation from Government Agencies:
Our firm does not partner with or represent any government agency, including but not limited to:

Secretary of State
Department of Taxation
Internal Revenue Service (IRS)

All interactions, fees, and filings with these entities are your sole responsibility, and we are not involved in processing payments or transactions on behalf of these agencies.
Disclosure: You must perform your own due diligence and review the relevant laws, statutes, and codes applicable to your business. We only provide recommendations based on our experience, and it is your responsibility to ensure compliance with legal requirements.
3. Technical Issues To ensure the smooth running of our online meetings, we recommend using Zoom on a laptop or desktop computer. If you are not a regular Zoom user, please conduct a test of your Zoom access at least 30 minutes before your scheduled meeting. We encourage you to join the meeting at least 10 minutes prior to the scheduled time to address any technical issues.
If you encounter technical difficulties within the first 10 minutes of the meeting and are unable to resolve them using Zoom’s troubleshooting guide, please contact us immediately via:

Email
Phone: (859-363-6089)
Text Message

Disclaimer: We are not liable for any technical issues related to your device, internet connection, or the Zoom platform. It is your responsibility to ensure that your technology is functioning properly before the meeting.

4. ReschedulesIf you need to reschedule an appointment, please provide at least 48 hours' notice. Failure to provide sufficient notice or missing an appointment without contacting us will be considered a missed appointment.
Disclosure: Rescheduled appointments are subject to availability and are not guaranteed.

5. Late Arrivals If you arrive late to a scheduled meeting, we reserve the right to end the session at the originally scheduled time.

Arriving 20 minutes or later will be marked as a "No Show," and a $50 rescheduling fee will apply if you wish to book another session.
We offer a 15-minute grace period, but if you do not communicate your lateness, we will assume you are not attending, and the fee will be charged.

Disclosure: This fee must be paid before scheduling any future appointments.

6. No Refund Policy All sales are final, and we do not offer refunds. This includes payments for booked consultations and services rendered.
Disclosure: By booking a service, you agree to this policy and understand that no refunds will be issued under any circumstances.
7. Late Reschedules, Cancellations, and No-Shows If you reschedule or cancel within two hours of your scheduled meeting or fail to attend (a "No Show"), you forfeit any right to a refund and will be charged a $50 non-refundable rescheduling fee. This fee must be paid before a new appointment can be scheduled.

8. Agreement to Policies and Terms By signing our questionnaire and engaging our services, you confirm that you have read, understood, and agreed to our Policies, Procedures, and Terms of Conditions. You acknowledge our role as an educational consulting firm and accept that:

We only provide recommendations and suggestions.
We do not control any decisions or actions taken by your business.
We do not partner with any governmental entity (e.g., Secretary of State, IRS).
You are responsible for understanding the relevant legal requirements for your business.

Disclosure: We reserve the right to update these policies as needed. Continued use of our services implies acceptance of any amendments.

BOI (Beneficial Ownership Information) Reporting We do not provide BOI (Beneficial Ownership Information) services. The BOI reporting requirements are new for many businesses, and we do not offer expertise or advice on how businesses should report BOI to the federal government.
Disclaimer: It is your responsibility to understand and comply with the new BOI reporting requirements under the Corporate Transparency Act (CTA). We recommend consulting a legal or tax professional for specific guidance on how to report beneficial ownership to the federal government.