Stage 4 of Non-Profit Incorporation: State Filing

State Filing Non-Profit Incorporation from The Startup Garage
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Once all your federal forms have been filed, you can move on towards your state-specific forms. Each state varies in what type of forms they need submitted for non-profit organizations but a few of the typical forms include:

Application for state tax exemption

  • California requires a separate application for exemption from state taxes: Form 3500
  • For other states, search for state tax exemption in your state or look at your state’s Department of Revenue web site.  All state’s DoRs are listed here.

Application for a tax identification number

Register for permission to solicit funds for your organization and with the Registry of Charitable Trusts

  • The Registry manages and oversees the financial reports of charitable trustees and fundraising organizations. You can register at the Office of the Attorney General.
  • In California, forms are available on the Attorney General’s web site.

Filing your Statement of Information

  • This is your public disclosure of principle business activity and location, as well as the name of the CEO and other managers  The Statement of Information must be re-filed periodically.
  • In California, Form LLC-12.

To check what state specific files affect you and your organization, click here to learn more.


Whether you have a question about State Filing, or you’d like to discuss our business plan writing services, feel free to contact us for a free consultation!
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About Tyler Jensen

I work with entrepreneurs who are looking to attract investment and get out of the "Garage". I am passionate about helping entrepreneurs start companies that matter. I helped launch over 100 Companies, Non-Profits and Social Enterprises. I consider myself a serial entrepreneur, startup coach & trusted advisor. * Launching New Companies (For Profit, Non-Profit and Social Enterprise) * Expert Business Plan Writer * Extensive Network of Business Relationships focused on Launch & Rapid Growth of New Companies * Startup, Growth, Marketing, Technology, Web, Business Systems * Trusted Advisor to CEO’s & Entrepreneurs * Capital Raising Strategy Development * Startup Team Development The first company I started and sold is VAVi Sport & Social Club which grew to over 25,000 members in six years, was recognized as San Diego’s 30th fastest growing private company in 2006 by the San Diego Business Journal and 32nd fastest in 2007, and sold for over 25X the capital investment.