Organized formation for mission-driven organizations.

Urban AZ Financial helps founders in Phoenix and across Arizona prepare Arizona nonprofit corporation formation, governance documents, and IRS filing materials in an organized, step-by-step way.

501(c)(3) approval is determined solely by the IRS and is never guaranteed. Urban AZ Financial does not provide legal or tax advice.

Formation support built for clarity, not shortcuts.

Starting a nonprofit means organizing a lot of moving pieces at once: the entity itself, governing documents, board structure, and the federal filing that establishes tax-exempt status. We help founders sequence these steps in a practical order, prepare accurate documentation, and understand what comes next at every stage.

Whether you are just defining your mission or preparing your Form 1023 filing, our role is to keep the process organized, well-documented, and ready for the IRS to review.

Arizona nonprofit corporation formation, Articles, and EIN

We help prepare and coordinate filing of your Arizona nonprofit corporation formation, draft your Articles of Incorporation with the statutory language nonprofits need, and obtain your federal EIN so your organization has the identifiers required to operate and open accounts.

Bylaws and conflict-of-interest policy

We prepare bylaws that reflect how your board will actually operate, along with a conflict-of-interest policy that meets the standard the IRS expects to see in a well-governed organization.

Initial board structure and organizational minutes

We help you organize your initial board of directors, define officer roles, and prepare the organizational minutes that formally document your first board actions, a record most funders and the IRS expect to see.

Form 1023-EZ or full Form 1023 preparation and filing support

We help determine which application fits your organization, then prepare and organize the narrative, financial projections, and supporting documentation for either the streamlined Form 1023-EZ or the full Form 1023, so your submission to the IRS is complete and well organized.

Corporate record books and annual maintenance

We help set up an organized corporate record book to hold your Articles, bylaws, minutes, and policies, and help you track the annual maintenance items, like Arizona reports and board meeting minutes, that keep your organization in good standing.

IRS compliance, donor systems, and grant readiness

Once formed, we help you stay organized: tracking IRS compliance items like annual information returns, setting up basic donor tracking systems for gift acknowledgment, and preparing the financial and governance documentation that grant applications commonly request.

A simple formation-to-compliance path.

Nonprofit formation moves in stages. Here is the order we generally follow with founders.

Ready to organize your formation?

Talk with our team about where your organization stands and what preparation makes sense as your next step.