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CALIFORNIA LAW

CalNonprofits: Step by Step Guide for Starting a Nonprofit

Published on: February 4, 2013 by Gene Takagi 2 Comments

  Emily and I wrote the Step by Step Guide for Starting a Nonprofit for our good friends at CalNonprofits. Check it out here. If you're an executive or board member of a nonprofit and not familiar with CalNonprofits, you should be. Here's a short excerpt from their website:...

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Changes to California Articles of Incorporation Filings

Published on: January 10, 2013 by Gene Takagi

  Effective January 1, 2013, the articles of incorporation of a California nonprofit corporation must now include the entity street address and mailing address. The changes to the requirements and a fill-in form for a nonprofit public benefit corporation are available here. The changes to the requirements and a fill-in...

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Board Actions by Written Consent & Interested Director Transactions

Published on: June 9, 2012 by Gene Takagi 6 Comments

  Boards of California nonprofit public benefit corporations may take actions by voting at meetings or by the unanimous written consent of all directors. Generally, a unanimous written consent takes the form of a document detailing a board action or actions signed by all the directors then in office....

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California Benefit Corporation and Flexible Purpose Corporation

Published on: October 10, 2011November 14, 2014 by Gene Takagi 1 Comment

California Governor Jerry Brown announced today that he signed into law AB 361 (Benefit corporations) and SB 201 (Flexible purpose corporations).  These laws will provide social entrepreneurs with two additional forms of legal entities to consider when creating their social enterprises and represents a tremendous step forward for businesses...

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California Property Tax Exemption: Must Primarily Benefit Californians

Published on: August 11, 2011December 1, 2016 by Gene Takagi 2 Comments

In California, in order to qualify for State property tax exemption, a nonprofit’s property must be irrevocably dedicated to religious, hospital, scientific, or charitable purposes; and “the charitable activities must be found to primarily benefit persons within the geographical boundaries of the State of California.”  For a...

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Pursuing Profit and Purpose: The Debate in California’s Statehouse and What it Means for Us

Published on: July 21, 2011 by Gene Takagi 1 Comment

Emily and I just returned from a panel discussion at The HUB San Francisco on Pursuing Profit and Purpose: The Debate in California's Statehouse and What it Means for Us presented by The Aspen Institute and Omidyar Network.  The focus was on two bills going through California's legislature that could...

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California’s New e-Postcard Filing Requirement

Published on: December 10, 2010March 21, 2014 by Gene Takagi

Beginning January 1, 2011, California conforms to 2006 federal law that requires small tax-exempt organizations with gross receipts of $25,000 or less, other than churches and church-related organizations, to e-file an annual informational notice (Form 199N), similar to IRS Form 990‑N, known as the e-postcard. The due date for...

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Inactive Organizations & Revocation of State Tax Exemption – California FTB

Published on: August 6, 2010 by Gene Takagi

I recently responded to a comment on a listserv regarding an action by the California Franchise Tax Board (FTB) to revoke a charity's state tax-exempt status for reporting no income on its annual registration renewal for several years running.  The charity reported zero income between 2006 and 2009, resulting...

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Who is the Chief Executive Officer – the Executive Director or the Board Chair?

Published on: June 16, 2010 by Gene Takagi 10 Comments

Nonprofit Conversations recently posted the article What's in a Name? Benefits of the President/CEO Title.  The article, written by Professor Emeritus Eugene Fram, encourages nonprofits to consider changing the title of "executive director" to "president/CEO" in order to "obtain some subtle but useful organizational benefits."  While I agree that...

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California Attorney General Sues Monterey County AIDS Project and Its Board

Published on: June 3, 2010 by Gene Takagi

On May 24, 2010, the California Attorney General filed a complaint against the Monterey County AIDS Project (MCAP) and several of its officers, directors, and key employees for, among other things, diversion and improper distribution of charitable assets, breach of fiduciary duty for failure to use assets for a...

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