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Complexities of Starting a Nonprofit in California

Gain a better understanding of the formation of a nonprofit in California.

This topic will cover the process of forming a California nonprofit entity, going through the legal considerations involved in each step in detail. We will also cover some additional California law considerations that apply to nonprofit, as well as considerations for organizations seeking recognition of exemption under Internal Revenue Code Section 501(c)(3). Concepts will be illustrated through examples and information on how to access additional resources will be provided. By the end, you will have a better understanding of the process of forming a California nonprofit entity, obtaining federal and state tax-exemption, and complying with some common ongoing legal requirements.

Runtime: 93 minutes
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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Formation Process

  • Defining Organizational Mission and Developing Business Plan
  • Choosing a Name
  • Recruiting a Qualified Board
  • Drafting and Filing Articles of Incorporation
  • Drafting and Adopting Bylaws
  • Drafting a Conflict of Interest Policy
  • Holding the First Board Meeting
  • Obtaining a Federal Employer Identification Number
  • Registering With the Attorney General's Registry of Charitable Trusts
  • Filing a Statement of Information With the Secretary of State
  • Filing for Federal Tax-Exemption
  • Filing for State Tax-Exemption
  • Possible Additional Formation Steps

California Law Considerations

  • Powers and Responsibilities of the Board
  • Directors' Fiduciary Duties
  • Charitable Trust Doctrine

Internal Revenue Code Section 501(C)(3) Considerations

  • Organizational and Operational Tests
  • Private Inurement and Private Benefit
  • Excess Benefit Transactions
  • Unrelated Business Income Tax ("UBIT")
  • Lobbying and Election-Related Activity

Alternatives to Forming a Nonprofit

  • Fiscal Sponsorship
  • Donor-Advised Funds
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 13, 2016.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • CA MCLE 1.5
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Erin Bradrick

Erin Bradrick

NEO Law Group

  • Senior counsel at NEO Law Group and a contributor to the Nonprofit Law Blog and The Nonprofit Quarterly
  • Practice focuses on corporate, governance, charitable trust, and tax matters solely for nonprofit and exempt organizations
  • Conducts trainings for nonprofit Boards of Directors on a range of governance issues and speaks on nonprofit legal issues to various audiences
  • J.D. degree, Yale Law School; graduate, summa cum laude, UCLA
  • Can be contacted at 415-977-0558 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399333
Published 2016
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