Nonprofit Startup Checklist

Consider: Do you need your own 501(c)(3)?

If your project is new, short-term, or under $100K/year, fiscal sponsorship might be faster and cheaper. Take the eligibility quiz first.

Write your mission statement

A clear, specific statement of what your organization does, who it serves, and what impact it will have.

Choose and verify your organization name

Check availability with your state's Secretary of State business name database.

Recruit board members

Most states require at least 3 directors. You need a President/Chair, Secretary, and Treasurer.

Draft your bylaws

Internal operating rules covering board structure, officer roles, meeting requirements, conflict of interest policy, and dissolution clause.

Prepare articles of incorporation

Must include IRS-required purpose clause and dissolution clause. Some states provide a template.

File articles of incorporation with your state

Filing fees range from $0 to $125+ depending on your state.

Apply for your EIN

Free at IRS.gov. The online assistant is open Monday–Friday 6 a.m.–1 a.m., Saturday 6 a.m.–9 p.m., and Sunday 6 p.m.–midnight Eastern. You generally need your organizing document first.

Open a bank account

Bring your articles of incorporation, EIN confirmation letter, and a board resolution authorizing the account.

File IRS Form 1023 or 1023-EZ

Form 1023-EZ is $275 when the IRS worksheet allows it, including receipts generally $50,000 or less and assets $250,000 or less. The full Form 1023 is $600. Approval timing is not guaranteed.

Set up fund accounting software

Track restricted funds, generate Form 990 reports, and manage your chart of accounts from day one. AlignMint's Free plan gets you started at no cost.

Set up donor management

Issue tax receipts for your first gift, track giving history, and generate year-end statements.

Set your Form 990 deadline

Due on the 15th day of the 5th month after your fiscal year ends (May 15 for calendar-year orgs). Miss 3 consecutive years = automatic revocation.