Once all your federal forms have been filed, you can move on towards your state-specific forms. Each state varies in what type of forms they need submitted for non-profit organizations but a few of the typical forms include:
Application for state tax exemption
- California requires a separate application for exemption from state taxes: Form 3500
- For other states, search for state tax exemption in your state or look at your state’s Department of Revenue web site. All state’s DoRs are listed here.
Application for a tax identification number
- If you plan to sell goods or services.
- In California, forms are available on the California Tax Service Center’s web site.
- For other states, the U.S. Small Business Administration provides a page where you can Learn About Your State and Local Tax Obligations.
Register for permission to solicit funds for your organization and with the Registry of Charitable Trusts
- The Registry manages and oversees the financial reports of charitable trustees and fundraising organizations. You can register at the Office of the Attorney General.
- In California, forms are available on the Attorney General’s web site.
Filing your Statement of Information
- This is your public disclosure of principle business activity and location, as well as the name of the CEO and other managers The Statement of Information must be re-filed periodically.
- In California, Form LLC-12.
To check what state specific files affect you and your organization, click here to learn more.
