Public Charity Service

Nonprofit Startup Navigator

Full-service guidance through the nonprofit formation process — from incorporation to 501(c)(3) determination and beyond.

$2,000 (1023-EZ)

or $3,000 (Full 1023)

What's Included

Everything you need to form your nonprofit and file for 501(c)(3) status:

Intake questionnaire and mission refinement
Customized bylaws and conflict of interest policy
State incorporation guidance and documentation
EIN application walkthrough
Board structure recommendation
Year 1 budget framework
Financial policies and controls setup
1023/1023-EZ narrative preparation
Compliance roadmap for post-determination
Resource guide for next steps

Who This Is For

First-time nonprofit founders ready to formalize their idea
Community leaders transitioning from informal to incorporated
Social entrepreneurs choosing the nonprofit path
Anyone who wants the formation process done right

Scope & Boundaries

✓ Operational and strategic consulting
✓ Document preparation and guidance
✗ Not legal advice

How It Works

A structured, straightforward engagement arc:

Intake

Complete intake questionnaire and kickoff call

Strategy

Refined mission statement and formation plan

Drafting

Customized bylaws, policies, and board framework

Review

Client review and revision call

IRS Prep

1023/1023-EZ narrative and application guidance

Delivery

Final documents package and compliance roadmap

Choose Your Track

1023-EZ Track

$2,000

For organizations with straightforward missions, limited programs, and lower anticipated revenue. Streamlined 2-page application process.

✓ Simple mission and structure
✓ Limited anticipated revenue
✓ No unrelated business income
✓ Faster IRS processing (typically 2-4 weeks)

Full 1023 Track

$3,000

For organizations with complex programs, higher anticipated revenue, or structures that require full 1023 documentation.

✓ Complex mission or multiple programs
✓ Higher anticipated revenue
✓ Potential unrelated income
✓ Comprehensive documentation and narrative

Next Steps After Formation

After your nonprofit is formed and tax-exempt status is approved, these services help you build a strong governance foundation:

Governance Review

Diagnose your nonprofit's operational health with a comprehensive review and action plan.

$1,000

Board Governance Package

Build a strong board with review, facilitated orientation, and customized manual.

$2,500

Advisory Calls

Get expert guidance on specific questions as they arise — no long-term commitment.

$125/hour

Frequently Asked Questions

What's the difference between 1023-EZ and Full 1023?

The 1023-EZ is a streamlined 2-page form for simpler organizations (limited revenue, straightforward programs). The Full 1023 is required for more complex structures, higher anticipated revenue, or specific program types. We'll assess which track fits your nonprofit during the intake call.

How long does the formation process take?

The full process typically takes 3-6 months from start to IRS determination, depending on complexity and IRS processing times. We keep things moving on our end to minimize delays.

Do I need a lawyer?

Wylie Advisory provides strategic and operational consulting, not legal advice. For straightforward formations, our guidance is often sufficient. For complex legal questions, we can help you identify when legal counsel is appropriate.

Can you guarantee 501(c)(3) approval?

No one can guarantee IRS approval. What we can guarantee is that your application will be thorough, well-prepared, and aligned with IRS expectations based on current guidance.

What if I've already started the process?

That's perfectly fine. We can pick up wherever you are — whether you need help with a specific filing or want a full review of what you've done so far.

Ready to bring your nonprofit to life?

Book a free consultation. We'll learn about your mission and recommend the right formation path.

Book a Free Consultation