Forms

Approved

[x] Submit articles of incorporation in CA Filed 6/28, Approved 7/13
[x] File Statement of Information with the CA Secretary of State Filed and approved 8/1, biannual requirement
[x] Request an EIN (employer identification number) Filed and approved 7/13
Pending
[x] File for 501(c)(3) federal tax-exempt status (Form 1023-EZ) Filed 8/1, info on IRS processing backlog here
[x] File for CA state tax-exempt status (Form FTB 3500) (non-exempt corporations pay min. $800/year)
- Alternatively: file FTB 3500A + copy of federal approval of 501(c)(3) status + receive letter acknowledging CA tax exemption
[x] Write bylaws and get board approval. According to the digital media law project, in CA, "You are not required to file bylaws with the Secretary of State, but you must keep a copy at the nonprofit public benefit corporation's principal place of business."
Not yet submitted

[ ] open a bank account for the org. We've elected J.D. Connor as CFO / Treasurer, who will serve as primary account holder for the org's accounts. Should we also open a credit card for the org (so we can accrue rewards on purchases)?
[x] Maintain official records (meeting minutes, annual financial report to board of directors, articles of incorporation, bylaws, contact info for board, and activities from the past 3 years). We have a Google Drive folder for these purposes and will select a secretary officer for the organization to be responsible for this record-keeping.