{"id":35076,"date":"2023-12-13T05:09:51","date_gmt":"2023-12-13T05:09:51","guid":{"rendered":"https:\/\/www.process.st\/templates\/cpa-new-nonprofit-checklist\/"},"modified":"2024-03-05T15:51:07","modified_gmt":"2024-03-05T15:51:07","slug":"cpa-new-nonprofit-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/cpa-new-nonprofit-checklist\/","title":{"rendered":"CPA New Nonprofit Checklist"},"content":{"rendered":"\n<section id=\"identify-the-need-and-purpose-for-starting-the-nonprofit-entity\"> \n <h2>Identify the need and purpose for starting the nonprofit entity<\/h2>\n <div class=\"text-content\">\n   This task plays a crucial role in the overall process as it sets the foundation for the nonprofit entity. It involves identifying the specific need or issue that the organization will address, as well as clarifying the purpose and goals. The desired result is to have a clear understanding of the nonprofit's mission and its impact on the community. To complete this task, consider conducting research, engaging with key stakeholders, and brainstorming potential solutions. Challenges may include narrowing down the focus or gaining consensus among team members. Resources that may be helpful include market research reports, community surveys, and case studies. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Describe the identified need or issue that the nonprofit will address <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What is the purpose or mission of the nonprofit? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> What is the desired impact of the nonprofit? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Reducing poverty \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Improving education \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Promoting health and wellness \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Protecting the environment \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Advocating for human rights \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assemble-a-team-or-board-of-directors\"> \n <h2>Assemble a team or board of directors<\/h2>\n <div class=\"text-content\">\n   This task is essential for building a strong foundation for the nonprofit entity. It involves identifying individuals who are passionate about the mission and are willing to serve on the board of directors or as members of the team. The desired result is to have a diverse and skilled group of individuals who can contribute their expertise and support the organization's goals. To complete this task, consider reaching out to potential candidates, conducting interviews or meetings, and evaluating their qualifications. Challenges may include finding individuals with the right skills or availability. Resources that may be helpful include professional networks, online recruitment platforms, and reference checks. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> What skills or expertise are you looking for in board members or team members? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Finance and accounting \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Legal and compliance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Marketing and communications \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Fundraising \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Program management \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> List the steps to complete the recruitment process <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Create job descriptions \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Review applications \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Conduct interviews \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Check references \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Make final decisions \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"develop-a-strategic-plan-including-mission-and-vision-statement\"> \n <h2>Develop a strategic plan including mission and vision statement<\/h2> \n<\/section> \n<section id=\"draft-the-articles-of-incorporation-and-file-with-state-agency\"> \n <h2>Draft the Articles of Incorporation and file with state agency<\/h2> \n<\/section> \n<section id=\"create-and-adopt-bylaws-of-the-nonprofit-organization\"> \n <h2>Create and adopt Bylaws of the nonprofit organization<\/h2> \n<\/section> \n<section id=\"obtain-an-employer-identification-number-ein-from-the-irs\"> \n <h2>Obtain an Employer Identification Number (EIN) from the IRS<\/h2> \n<\/section> \n<section id=\"approval-ein-acquisition\"> \n <h2>Approval: EIN Acquisition<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Obtain an Employer Identification Number (EIN) from the IRS<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"apply-for-federal-taxexempt-status-using-irs-form-1023-or-1023ez\"> \n <h2>Apply for federal tax-exempt status using IRS Form 1023 or 1023-EZ<\/h2> \n<\/section> \n<section id=\"approval-irs-form-10231023ez-filling\"> \n <h2>Approval: IRS Form 1023\/1023-EZ Filling<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Apply for federal tax-exempt status using IRS Form 1023 or 1023-EZ<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-and-submit-state-taxexempt-applications-as-required\"> \n <h2>Prepare and submit state tax-exempt applications as required<\/h2> \n<\/section> \n<section id=\"establish-a-recordkeeping-system-for-financial-and-legal-documents\"> \n <h2>Establish a record-keeping system for financial and legal documents<\/h2> \n<\/section> \n<section id=\"set-up-a-dedicated-bank-account-for-nonprofit-transactions\"> \n <h2>Set up a dedicated bank account for nonprofit transactions<\/h2> \n<\/section> \n<section id=\"plan-and-prepare-an-initial-budget\"> \n <h2>Plan and prepare an initial budget<\/h2> \n<\/section> \n<section id=\"choose-a-fiscal-year-and-begin-accounting-activities\"> \n <h2>Choose a fiscal year and begin accounting activities<\/h2> \n<\/section> \n<section id=\"approval-fiscal-year-and-accounting-setup\"> \n <h2>Approval: Fiscal Year and Accounting Setup<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Choose a fiscal year and begin accounting activities<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"develop-a-fundraising-plan\"> \n <h2>Develop a fundraising plan<\/h2> \n<\/section> \n<section id=\"register-with-appropriate-state-agencies-for-fundraising-purposes\"> \n <h2>Register with appropriate state agencies for fundraising purposes<\/h2> \n<\/section> \n<section id=\"secure-necessary-insurance-coverage\"> \n <h2>Secure necessary insurance coverage<\/h2> \n<\/section> \n<section id=\"establish-a-website-andor-other-marketing-channels\"> \n <h2>Establish a website and\/or other marketing channels<\/h2> \n<\/section> \n<section id=\"hire-staff-or-recruit-volunteers-as-required\"> \n <h2>Hire staff or recruit volunteers as required<\/h2> \n<\/section> \n<section id=\"approval-staffvolunteer-onboarding\"> \n <h2>Approval: Staff\/Volunteer Onboarding<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Hire staff or recruit volunteers as required<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the need and purpose for starting the nonprofit entity This task plays a crucial role in the overall process as it sets the foundation for the nonprofit entity. It involves identifying the specific need or issue that the organization will address, as well as clarifying the purpose and goals. The desired result is to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"21","template_description":"Explore the \"CPA New Nonprofit Checklist\", a comprehensive guide covering every aspect of launching a successful nonprofit organization, from inception to operation.","template_id":"vnozcdwzQECkda1Fd-pI7g","task_0":"Identify the need and purpose for starting the nonprofit entity","task_slug_0":"identify-the-need-and-purpose-for-starting-the-nonprofit-entity","task_1":"Assemble a team or board of directors","task_slug_1":"assemble-a-team-or-board-of-directors","task_2":"Develop a strategic plan including mission and vision statement","task_slug_2":"develop-a-strategic-plan-including-mission-and-vision-statement","task_3":"Draft the Articles of 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