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Rootz 1: Your SGO Partners
We are a specialized compliance consultancy dedicated to helping private schools and nonprofit leaders navigate the complexities of forming a Scholarship Granting Organization (SGO) for the 2027 federal tax credit. Our team provides authoritative guidance on SGO-specific bylaws, conflict-of-interest policies, and ongoing compliance to ensure your organization is fully prepared for the future.
Expertise in SGO Formation
We provide the specialized knowledge required to navigate the complex landscape of Scholarship Granting Organizations for the 2027 tax credit.
Formation & Compliance
- State nonprofit formation and EIN application
- 501(c)(3) application or exemption review
- SGO-specific bylaws and operational policies
- Conflict-of-interest and scholarship procedures
Management & Compliance
- State registration and designation support
- Implementation guidance for new SGOs
- Ongoing Form 990 and federal compliance
- State and federal tax credit reporting
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