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CALIFORNIA NONPROFIT INCORPORATION CHECKLIST
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New GrOUP
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EXISTING ALREADY
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1
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X
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Choose a Corporate Name
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2
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X
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X
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Prepare Articles of Incorporation (or Articles
for Unincorporated Ass. If not incorporatin)
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4
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X
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X
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File Articles with Secretary of State
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5
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X
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Prepare Bylaws
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6
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X
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Prepare State Tax Exemption Application
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7
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X
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Consolidate Paperwork
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8
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X
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Make Copies
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9
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X
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File State Tax Exemption and Articles
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10
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X
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Prepare/File Fed Tax Exemption Application
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11
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X
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Mail IRS Letter to Franchise Tax Board
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12
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X
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Set Up Corporate Records Book
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13
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X
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X
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Prepare Offer to Transfer Assets if a prior
group existed
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14
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X
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Prepare Minutes of First Board Meeting
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15
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X
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Place Minutes & Attachments in Corp. Records
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16
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X
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X
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Comply
with Bulk Transfer Act
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17
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X
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X
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Prepare
Bill of Sale for Assets
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18
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X
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X
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Prepare
Assignments of Leases and Deeds
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19
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X
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X
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File
Final Papers for Prior Organization
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20
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X
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X
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Notify
Creditors of Prior Organization
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21
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X
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X
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File
Fictitious Business Name Statement
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22
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X
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X
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Apply
for Nonprofit Mailing Permit
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23
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X
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X
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Apply for Property Tax Exemption, if applicable.
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24
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X
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File
Domestic Corporation Statement
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25
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X
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X
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Register with Attorney General (Public Benefit)
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26
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X
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X
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Issue
Membership Certificates, if a membership group
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27
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X
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X
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File
Articles with County Recorder
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28
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X
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X
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Register
with Fair Political Practices Comm.
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