Verify the Articles of Incorporation for compliance
3
Check the Bylaws of the organization
4
Maintain a record of board meetings and resolutions
5
Ensure the filing of state and federal income tax returns
6
Verify all necessary permits and licenses are in place
7
Ensure compliance with fundraising regulations
8
Check financial records and reporting
9
Maintain a list of all paid employees and contractors
10
Ensure compliance with conflict of interest policies
11
Approval: Financial Advisor review
12
Secure director and officer liability insurance
13
Approval: Legal Counsel review
14
Register for charitable solicitation in required states
15
Confirm annual report submission
16
Ensure adherence to nonprofit lobbying laws
17
Check employment practices for compliance
18
Approval: Board of Directors review
Confirm nonprofit status
Confirm the nonprofit status of the organization to ensure compliance with legal requirements. This task is crucial as it establishes the organization's eligibility for tax-exempt status and other benefits. Have you verified the nonprofit status of the organization?
1
Yes
2
No
3
Not Applicable
Verify the Articles of Incorporation for compliance
Verify the Articles of Incorporation to ensure they comply with the applicable laws and regulations. This task plays a vital role in maintaining the legal standing of the organization. Are the Articles of Incorporation compliant?
1
Yes
2
No
3
Not Sure
Check the Bylaws of the organization
Review the Bylaws of the organization to ensure they align with legal requirements and the organization's mission and values. This task is essential for establishing a clear framework for governance and decision-making. Have you reviewed the organization's Bylaws?
1
Yes
2
No
3
In Progress
Maintain a record of board meetings and resolutions
Regularly document board meetings and resolutions to establish transparency and accountability in the organization's decision-making processes. This task is crucial for maintaining an accurate record of the organization's governance. Have you maintained a record of board meetings and resolutions?
1
Yes
2
No
3
Partial
Ensure the filing of state and federal income tax returns
Ensure the timely and accurate filing of state and federal income tax returns to maintain compliance with tax laws and regulations. This task is essential for avoiding penalties and maintaining the organization's tax-exempt status. Have you ensured the filing of state and federal income tax returns?
1
Yes
2
No
3
In Progress
Verify all necessary permits and licenses are in place
Verify that all necessary permits and licenses required for the organization's operations are obtained and up to date. This task ensures compliance with applicable laws and regulations. Have you verified all necessary permits and licenses?
1
Yes
2
No
3
Not Applicable
Ensure compliance with fundraising regulations
Ensure compliance with fundraising regulations to maintain the organization's legal standing and credibility. This task is critical for maintaining transparency and adhering to ethical fundraising practices. Have you ensured compliance with fundraising regulations?
1
Yes
2
No
3
In Progress
Check financial records and reporting
Regularly review and check the organization's financial records and reporting to ensure accuracy, transparency, and compliance with accounting standards. This task is essential for maintaining financial stability and accountability. Have you checked the financial records and reporting?
1
Yes
2
No
3
In Progress
Maintain a list of all paid employees and contractors
Maintain a comprehensive list of all paid employees and contractors working for the organization. This task is crucial for compliance with labor laws and keeps track of personnel for various purposes. Have you maintained a list of all paid employees and contractors?
1
Yes
2
No
3
Partial
Ensure compliance with conflict of interest policies
Ensure compliance with conflict of interest policies to prevent any conflicts that may compromise the organization's integrity. This task is crucial for maintaining transparency and avoiding any unethical conflicts of interest. Have you ensured compliance with conflict of interest policies?
1
Yes
2
No
3
In Progress
Approval: Financial Advisor review
Will be submitted for approval:
Check financial records and reporting
Will be submitted
Secure director and officer liability insurance
Secure director and officer liability insurance to protect the organization's board members and officers from any legal claims. This task provides insurance coverage for potential legal actions. Have you secured director and officer liability insurance?
1
Yes
2
No
3
In Progress
Approval: Legal Counsel review
Will be submitted for approval:
Verify the Articles of Incorporation for compliance
Will be submitted
Ensure compliance with conflict of interest policies
Will be submitted
Register for charitable solicitation in required states
Register the organization for charitable solicitation in the required states to comply with state fundraising regulations. This task is essential for legally engaging in fundraising activities. Have you registered for charitable solicitation in required states?
1
Yes
2
No
3
In Progress
Confirm annual report submission
Confirm the submission of annual reports to relevant agencies or authorities. This task ensures compliance with reporting requirements and provides an overview of the organization's activities and financial situation. Have you confirmed the submission of annual reports?
1
Yes
2
No
3
In Progress
Ensure adherence to nonprofit lobbying laws
Ensure adherence to nonprofit lobbying laws to comply with legal restrictions and maintain the organization's tax-exempt status. This task is critical for staying within the boundaries of allowable lobbying activities. Have you ensured adherence to nonprofit lobbying laws?
1
Yes
2
No
3
Not Applicable
Check employment practices for compliance
Regularly check employment practices to ensure compliance with labor laws and regulations. This task plays a significant role in maintaining fair and lawful employment practices. Have you checked employment practices for compliance?
1
Yes
2
No
3
In Progress
Approval: Board of Directors review
Will be submitted for approval:
Maintain a record of board meetings and resolutions
Will be submitted
Verify all necessary permits and licenses are in place
Will be submitted
Ensure compliance with fundraising regulations
Will be submitted
Maintain a list of all paid employees and contractors
Will be submitted
Secure director and officer liability insurance
Will be submitted
Register for charitable solicitation in required states
