The Nonprofit Compass helps non-profit professionals complete IRS form 1023 for proper 501(c)(3) status. We offer three (3) levels of consulting:
The consultant will delegate application tasks to the client and monitor the progress
The consultant will partner with the client to complete the application tasks
The consultant will do the majority of the paperwork and request feedback from the client.
This is the perfect option for clients that do not have the time or desire to complete the paperwork!
Consultant will complete 20% of the application tasks. Client will complete 80% of the application tasks.
Consultant will complete 50% of application tasks. Client will complete 50% of the application tasks.
Consultant will complete 80% of application tasks. Client will complete 20% of the application tasks.
$1,000 / ONE TIME FEE
$2,000 / ONE TIME FEE
$3,000 / ONE TIME FEE
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Bronze |
Silver |
Gold |
| Tasks |
| Perform needs analysis |
Clients |
Clients |
Clients |
| Name nonprofit organization |
Clients |
Clients |
Clients |
| Determine the location |
Clients |
Clients |
Clients |
| Define the purpose |
Clients |
Clients |
Consultant |
| Apply for EIN |
Consultant |
Consultant |
Consultant |
| Schedule community meeting |
Clients |
Clients |
Clients |
| List human resources needed |
Clients |
Clients |
Consultant |
| List tangible assets needed |
Clients |
Consultant |
Consultant |
| Write comprehensive seed budget |
Clients |
Consultant |
Consultant |
| Write Articles of Incorporation |
Clients |
Consultant |
Consultant |
| File the Articles of Incorporation |
Clients |
Consultant |
Consultant |
| Write the Bylaws |
Clients |
Consultant |
Consultant |
| Write the Narrative Description of Activities |
Clients |
Clients |
Consultant |
| List potential partnerships |
Clients |
Clients |
Consultant |
| Write Conflict of Interest Policy |
Clients |
Consultant |
Consultant |
| List Fundraising Activities |
Clients |
Clients |
Consultant |
| Register with Secretary of State Office |
Clients |
Clients |
Consultant |
| Complete IRS 1023 Application |
Consultant |
Consultant |
Consultant |
| Submit IRS 1023 Application to lawyer for review |
Clients |
Clients |
Clients |
| Send IRS 1023 to Internal Revenue Service |
Clients |
Clients |
Consultant |
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Turnaround Time
Consultant commits to a 90-day turnaround from the date the contract is signed to the date the application is mailed to the Internal Revenue Service. Note: The 90-day turnaround goal is contingent upon the full cooperation of the clients.
E-Mail Correspondence (Questions & Answers)
Consultant will respond to ten e-mails during the 90-day period at no additional charge. A $10 per e-mail charge will be added to the final bill if e-mails exceed ten.
Phone Communication (Questions & Answers)
Consultant will answer questions over the phone three times during the 90-day period at no additional charge. A $20 per call charge will be added to the final bill if calls exceed three.
Fee Payment Schedule
Fee payments are required in two installments as follows: first payment (50%) is due when the contract is signed and the second payment (50%) is due before the application is mailed to the IRS.
Optional Services
If the IRS requests documentation clarifications and/or additional information after the IRS 1023 application packet has been submitted, additional fees will be required if consulting services are needed. The fees vary depending upon the task required.
