Annual Maintenance for Nonprofit Organizations
Complete Annual Compliance & Tax Filing Services for Tax-Exempt Entities
Nonprofits are held to some of the highest standards of transparency, public accountability, and regulatory compliance—standards that don’t stop once you’ve received tax-exempt status. From annual IRS filings and state tax returns to charitable registration renewals, Secretary of State reports, and ongoing compliance with federal and state oversight agencies, the legal and administrative responsibilities can quickly become overwhelming for even the most organized nonprofit teams.
At For Purpose Law Group (FPLG), our tax and compliance practice—delivered through our Annual Maintenance service—is built specifically to meet the needs of mission-driven organizations navigating these ongoing obligations. We help keep your nonprofit compliant, protected, and confidently positioned to continue its work without interruption.
Whether you’re a newly formed 501(c)(3) preparing for your first round of filings or a well-established organization managing multiple reporting obligations across state lines, FPLG provides comprehensive, done-for-you support at both the federal and state levels—all under one roof.
Federal Tax Preparation & Filing
We prepare and file your organization’s IRS Form 990, Form 990-EZ, Form 990N or 990-PF, depending on your entity type and financial activity. Our team ensures that your return accurately reflects your programs, governance, and financials—while avoiding common compliance red flags that can trigger audits or jeopardize exempt status. We also advise on issues like public support calculations, unrelated business income, and required disclosures.
State Tax & Regulatory Compliance
FPLG manages all applicable state-level tax filings and compliance documents. In California, this includes filing the Form 199N or Form 199 with the Franchise Tax Board, completing and submitting your Statement of Information with the California Secretary of State, and keeping your nonprofit in good standing across jurisdictions. For organizations operating in multiple states, we advise on how to manage foreign registration renewals and filing schedules.
Annual Charitable Reporting
We manage your nonprofit’s annual charitable registration renewals in all required states, helping you stay legally authorized to solicit donations across state lines. In California, this includes full support with filings for the Attorney General’s Registry of Charitable Trusts, one of the most closely monitored charitable oversight bodies in the country. Our team tracks due dates, prepares and submits required reports, and handles updates, extensions, and correspondence—helping you avoid suspensions, delinquency notices, or loss of fundraising privileges that could impact your donor relationships or program funding.
Registered Agent Services & Compliance Monitoring
As your Agent for Service of Process, FPLG receives and manages official legal correspondence on your organization’s behalf—ensuring no deadlines or notices are missed. We also provide annual compliance tracking to keep all required documents and registrations current, so your leadership team stays informed and your organization stays protected.
