Fully Managed Startup Services
Tax Exempt Package
We will introduce you to your Nonprofit Compliance Specialist within one business day for an initial conversation. Your Specialist will carefully understand your mission and planned operations, answer your initial questions, and outline a road map for establishing your nonprofit. Your Specialist will prepare and file your articles of incorporation, create your nonprofit bylaws, and efficiently complete each additional step necessary to successfully obtain your 501(c)(3) approval. If you have already completed any of these steps, your Specialist will review your work in detail and make any necessary changes.
Compliance Package
Beyond your guaranteed 501(c)(3) approval, our Compliance Package provides our most complete support. At the same time as preparing your 501(c)(3) application, your Specialist will provide seamless assistance with additional registrations required in your state of incorporation. Your Specialist will manage your annual reports to the secretary of state, fundraising registration with the charities bureau, and other filings as necessary to keep your nonprofit in good standing. In addition to full service management of your filings, your Nonprofit Compliance Specialist will provide support as you grow your organization. Our Compliance Package allows you to focus on your mission and achieve maximum impact for your cause.
Tax ExemptPackage | CompliancePackage | |||||
Name Availability Name AvailabilityWe verify that the name you have in mind is legally available in your state. | ||||||
Articles of Incorporation Articles of IncorporationYour Specialist will complete your articles of incorporation for you to review and file with the state. | ||||||
Bylaws BylawsWe’ll create bylaws to govern the board of directors of your nonprofit. These are customized to your group and include specific provisions required by the IRS. | ||||||
Conflict of Interest Policy Conflict of Interest PolicyYour Specialist will create a conflict of interest policy which applies to your board of directors. This policy is required by the IRS when applying for 501(c)(3) status. | ||||||
Federal EIN Federal EINWe obtain a new Federal Employer Identification Number (EIN) from the IRS for your organization. An EIN is like a Social Security Number and is used for opening a bank account, hiring employees, and paying taxes. We prepare and file your EIN application. | ||||||
Guaranteed 501(c)(3) ApprovalGuaranteed 501(c)(3) ApprovalYour Specialist will complete your application in its entirety and identify all required schedules, attachments, and supporting information. We will complete any necessary follow up work with the IRS until your 501(c)(3) status is successfully granted for your group. | ||||||
Registered Agent Registered AgentAppointing a registered agent is required when you incorporate your organization. The agent will serve as a point of contact for the Secretary of State office and as a point of delivery for service of process should your organization have a lawsuit filed against it. Registered agent is billed at $99 per year. | ||||||
Managed Annual Report Service Managed Annual Report ServiceSimply enter and maintain your company data in our secure web-based Information Form. Our software directly integrates with secretary of state databases and filing portals. We file annual reports automatically in all states as they come due. | ||||||
BOI Reporting Service BOI Reporting ServiceAs a newly formed nonprofit, our BOI Reporting Service will fulfill your initial beneficial ownership information reporting requirement to FinCEN. BOI Reporting Service is billed at $199 per year to maintain your updated and corrected reports. | ||||||
Initial Fundraising Registration Initial Fundraising RegistrationMost states require nonprofit organizations to register prior to soliciting donations. Your Specialist will complete your initial fundraising registration application and send the completed documents to you for filing. | ||||||
Initial Report Initial ReportSome states require an initial report be filed following the incorporation of your organization. We will prepare and submit this filing. | ||||||
Publishing PublishingSome states also require you to publish notice of your incorporation in newspapers of general circulation. Once the ads have run for the required amount of time, you’ll need to provide proof to the state in the form of an affidavit. We have systems in place to manage these requirements for you and will follow up with the state to make sure you’re in compliance. | ||||||
First Year Support First Year SupportYour Specialist can help you answer questions related to your tax exempt status, best practices for handling donations and their receipts, and other questions commonly faced by new founders. You are granted an hour of access to be used anytime within a year of purchase. | ||||||
|
|
Satisfied Clients
* Harbor Compliance does not endorse or recommend any services, companies, attorneys, law firms, accountants, accounting firms, or other professionals. Harbor Compliance has no liability for any professional services rendered by any professional that we refer to you or that you encounter on or through our website. Any use or reliance on such professional services is at your own risk. Harbor Compliance may receive a revenue share from the referral.
Learn More
Our nonprofit resources make it easy to ensure that you’ve covered all the regulatory bases. For more resources, make sure to visit our Information Center!
Frequently Asked Questions
What makes Harbor Compliance different?
Unlike many online companies, we actually prepare your documents for you. With us, you won’t need to bother with time-consuming online questionnaires or drafting the documents yourself.
We pair you with a specialist. A real person! Your specialist discusses your mission with you and collects the basic information needed to get started. From there, your specialist actually prepares your documents and sends them to you for you to review. Take advantage of their wealth of experience setting up all types of nonprofits!
When you choose your formation package and sign uponline, you can expect to hear from your specialist within one business day to schedule your initial discussion.
What does it cost?
We offer two packages, Tax Exempt and Compliance. Please complete the Get Started form above to tell us more about your nonprofit and get a quote.
How long does this take?
As little as two weeks! From the moment you sign up, you can receive your 501(c)(3) determination letter in as little as two weeks. The IRS processing time on the high end is currently up to 3 months on average. This is a huge improvement from 6 to 12 month processing last year. Processing times can change at any time so take advantage while it lasts!
Many of our competitors make you wait weeks for an initial consultation. We think that's terrible service. We get to work right away. Your specialist will reach out within one business day.
Do you actually prepare my documents and applications?
Yes we do! We ask for a little bit of information from you online, such as your nonprofit's name, your state of incorporation, and your contact information. Your nonprofit specialist reviews that information and discusses with you the details. Your specialist prepares all your forms for you and sends you drafts to review before filing.
I have already incorporated my nonprofit. What now?
Terrific! Many of our clients have existing entities. As part of the same package price you see online, we review your existing paperwork, and amend as necessary so that it will meet IRS approval.
Do I need an SSN or ITIN for this process?
No, it is possible to file with the IRS without an SSN or ITIN, but it is much easier if you do have one. If you or one of your board members has an SSN, it makes obtaining an EIN much faster. If you do not have an SSN, please expect longer state and IRS processing times.
Can you work with my attorney or accountant?
Absolutely. As document filing specialists, our service complements, not substitutes, the counsel of your attorney or accountant. We do not provide legal or tax advice and will let you know if we come across an area requiring legal or tax counsel.
What do I need to get started?
We work with clients who are in a variety of stages of planning. To get started, we need you to complete the initial information in our brief online questionnaire. This includes your nonprofit's name, your contact information, and your state. Your specialist carefully reviews this information and reaches out to you to discuss in further detail. None of the information you put in is final, so don’t worry if you’re not 100% sure of an answer.
I still have questions. Who can I talk to?
If you have questions about our service, please contact us to speak with a sales representative.
Additional Resources
Nonprofit Startup Guide
