Forming a California Nonprofit (Audio Only)

(279 Ratings)

Produced on: January 13, 2017

Course Format On Demand Audio Audio Only

Taught by


Course Description

Time 94 minutes
Difficulty Beginner

This program examines the process of forming a California nonprofit entity, going through the legal considerations involved in each step in detail. We start with a discussion of some of the appropriate things to consider before beginning the formation process and then turn to the mechanics of formation, including drafting Articles of Incorporation, Bylaws, and a Conflict of Interest Policy. We also cover other legal considerations that apply to California nonprofits, including registration requirements at the state level.

Most nonprofits are required to separately seek recognition of tax-exemption at the state and federal levels, so we take a close look at the requirements for exemption and the application process, focusing primarily on 501(c)(3) organizations. Finally, we briefly touch on some alternatives to forming a California nonprofit that may be attractive in certain circumstances.

Throughout the session, Erin Bradrick, Senior Counsel at NEO Law Group, illustrates concepts through examples and provides information on how to access additional resources.

Learning Objectives:

  1. Articulate the factors that should be considered before forming a nonprofit
  2. Understand the step-by-step process for forming a nonprofit in California
  3. Learn the process for applying for federal and state tax-exemption
  4. Understand the basic legal rules and requirements that apply to California nonprofit 501(c)(3) organizations on an ongoing basis


Erin Bradrick

NEO Law Group

Erin Bradrick is Senior Counsel at NEO Law Group and a regular contributor to the Nonprofit Law Blog, The Nonprofit Quarterly, and the Daily Journal. Erin’s practice focuses on corporate, governance, charitable trust, and tax matters solely for nonprofit and exempt organizations. She has worked with many types of exempt entities, including public charities, private foundations, social welfare organizations, business leagues, social clubs, churches, and schools. 

Erin has experience working on a broad range of matters, including nonprofit formations, fiscal sponsorship, foreign and domestic grant making, earned income and the unrelated business income tax (UBIT), lobbying and advocacy activities, collective impact models, executive compensation and excess benefit transactions, donor advised funds, private benefit and private inurement matters, chapter and affiliation structures, mergers and acquisitions, and dissolutions. She also conducts trainings for nonprofit Boards of Directors on a range of governance issues and speaks on nonprofit legal issues to various audiences.

Prior to joining NEO Law Group, Erin was a litigation associate with Simpson Thacher & Bartlett LLP, where she worked on a number of complex commercial litigation matters. In addition, Erin clerked for the Honorable Dana M. Sabraw in the United States District Court for the Southern District of California. She also currently serves on the board of directors of the YWCA of San Francisco & Marin. 

Erin is a graduate of UCLA, summa cum laude in Women’s Studies and Political Science, and Yale Law School, where she was Submissions Director and Symposium Coordinator of the Yale Journal of Law and Feminism. She is admitted to practice law in the states of California and New York.


Mark K.

Very thorough.

Benjamin L.

This was excellent - well organized, informative with a good flow.

Erika L.

very good

Dave D.

very pleasant instructor with great knowledge

Erin H.

Chronological explanation of ateps to formation was easy to follow.

tszhai h.

very good introduction. thank you so much

Stephen P.

really liked this speaker

Sheri J.

this was excellent, covered huge ground and very useful

Michelle L.

This was an excellent presentation!

Shaun S.

well laid out overview. very helpful

Gary P.

excellent and compact! Well-presented and documented.

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$ 89 Business, Corporate, & Securities Law, Non-Profit, and Public Interest Law In Stock


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