{"id":31494,"date":"2023-09-13T05:10:36","date_gmt":"2023-09-13T05:10:36","guid":{"rendered":"https:\/\/www.process.st\/templates\/501c3-compliance-checklist\/"},"modified":"2024-03-05T14:02:24","modified_gmt":"2024-03-05T14:02:24","slug":"501c3-compliance-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/501c3-compliance-checklist\/","title":{"rendered":"501c3 Compliance Checklist"},"content":{"rendered":"\n<section id=\"identify-the-mission-statement-of-the-nonprofit\"> \n <h2>Identify the mission statement of the nonprofit<\/h2>\n <div class=\"text-content\">\n   This task involves identifying the mission statement of the nonprofit organization. The mission statement outlines the purpose and goals of the organization, serving as a guiding principle for its activities and decision-making. It is essential to clearly define the mission statement to ensure alignment and focus on achieving the organization's objectives. What is the mission statement of the nonprofit? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Mission Statement <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"file-articles-of-incorporation-with-the-secretary-of-state\"> \n <h2>File Articles of Incorporation with the Secretary of State<\/h2>\n <div class=\"text-content\">\n   This task requires filing the Articles of Incorporation with the Secretary of State. The Articles of Incorporation establish the legal existence of the nonprofit organization as a corporation and provide essential details such as the organization's name, purpose, registered agent, and address. Filing these documents ensures compliance with state laws and grants the organization legal recognition. Have you filed the Articles of Incorporation with the Secretary of State? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Filing Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Filed \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Filed \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"obtain-an-employer-identification-number-ein-from-the-irs\"> \n <h2>Obtain an Employer Identification Number (EIN) from the IRS<\/h2>\n <div class=\"text-content\">\n   An Employer Identification Number (EIN) is a unique nine-digit identification number assigned by the Internal Revenue Service (IRS) to a business entity. This task involves obtaining an EIN for the nonprofit organization. The EIN is necessary for various compliance purposes, such as filing taxes, opening bank accounts, and hiring employees. Have you obtained an Employer Identification Number (EIN) from the IRS? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> EIN Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Obtained \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Obtained \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"create-bylaws-for-the-organization\"> \n <h2>Create Bylaws for the organization<\/h2>\n <div class=\"text-content\">\n   Bylaws serve as the rules and regulations that govern the internal operations of a nonprofit organization. This task involves creating the Bylaws for the organization, which address important aspects such as board structure, decision-making processes, membership, committees, and other essential operating procedures. Developing clear and comprehensive Bylaws ensures organizational structure, consistency, and compliance. Have you created the Bylaws for the organization? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Bylaws Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Created \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Created \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"select-a-board-of-directors\"> \n <h2>Select a Board of Directors<\/h2>\n <div class=\"text-content\">\n   A Board of Directors is responsible for overseeing the activities and governance of a nonprofit organization. This task involves selecting a Board of Directors that aligns with the organization's mission and values. The Board should consist of individuals with diverse backgrounds, skills, and expertise, providing effective leadership and guidance. Have you selected a Board of Directors? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Board Members <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      John Doe \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Jane Smith \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Michael Johnson \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Emily Davis \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Robert Brown \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"organize-first-board-meeting\"> \n <h2>Organize first board meeting<\/h2>\n <div class=\"text-content\">\n   The first board meeting is a crucial step in establishing the nonprofit organization's operations and governance. This task involves organizing the first board meeting, where key agenda items include introductions, adoption of Bylaws, appointment of officers, and discussion of initial strategies and action plans. The first board meeting sets the foundation for the organization's future activities. Have you organized the first board meeting? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-schedule-of-regular-ongoing-board-meetings\"> \n <h2>Approval: Schedule of regular ongoing board meetings<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Organize first board meeting<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-and-maintain-minutes-of-board-meetings\"> \n <h2>Prepare and maintain minutes of board meetings<\/h2>\n <div class=\"text-content\">\n   Minutes of board meetings document the discussions, decisions, and actions taken during each meeting. This task involves preparing and maintaining minutes of board meetings, ensuring accurate records of proceedings and accountability. Detailed minutes serve as legal records and valuable references for future deliberations and audits. Are you preparing and maintaining minutes of board meetings? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Minutes Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Attendance recorded \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Agenda reviewed \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Decisions documented \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Action items assigned \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Next meeting scheduled \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-compliance-officer-for-earnings-and-receipts-review\"> \n <h2>Approval: Compliance Officer for earnings and receipts review<\/h2> \n<\/section> \n<section id=\"apply-for-federal-taxexempt-status-irs-form-1023\"> \n <h2>Apply for Federal Tax-Exempt Status (IRS Form 1023)<\/h2>\n <div class=\"text-content\">\n   To obtain Federal Tax-Exempt Status, nonprofit organizations need to file IRS Form 1023. This task involves applying for Federal Tax-Exempt Status by completing and submitting IRS Form 1023. The form requires detailed information about the organization's activities, finances, governance, and purpose, demonstrating eligibility for tax-exempt status. Have you applied for Federal Tax-Exempt Status? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Tax-Exempt Application Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Applied \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Applied \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"pay-filing-fees-for-irs-form-1023\"> \n <h2>Pay Filing Fees for IRS Form 1023<\/h2>\n <div class=\"text-content\">\n   Obtaining Federal Tax-Exempt Status requires paying filing fees for IRS Form 1023. This task involves paying the required filing fees to the IRS as part of the application process. The fees vary based on the organization's annual gross receipts. Have you paid the filing fees for IRS Form 1023? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Filing Fee Payment <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Paid \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Paid \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"receive-irs-determination-letter\"> \n <h2>Receive IRS Determination Letter<\/h2>\n <div class=\"text-content\">\n   After applying for Federal Tax-Exempt Status, nonprofit organizations receive an IRS Determination Letter. This task involves waiting for and receiving the IRS Determination Letter, which confirms the organization's tax-exempt status. The letter serves as proof of the organization's eligibility for tax-exempt benefits and is essential for fundraising and compliance purposes. Have you received the IRS Determination Letter? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Determination Letter Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Received \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Received \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-statespecific-tax-exemptions\"> \n <h2>Approval: State-specific Tax Exemptions<\/h2> \n<\/section> \n<section id=\"register-for-charitable-solicitation\"> \n <h2>Register for Charitable Solicitation<\/h2>\n <div class=\"text-content\">\n   Nonprofit organizations engaging in fundraising activities or soliciting donations often need to register for Charitable Solicitation. This task involves registering the organization for Charitable Solicitation with the appropriate state agencies. Compliance with state-specific registration requirements ensures transparency, accountability, and legitimacy in fundraising efforts. Have you registered for Charitable Solicitation? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Registration Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Registered \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Registered \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"have-regular-board-meetings\"> \n <h2>Have Regular board meetings<\/h2>\n <div class=\"text-content\">\n   Regular board meetings are essential for effective governance and decision-making in a nonprofit organization. This task involves conducting regular board meetings at predefined intervals, enabling discussions, updates, and decision-making on organizational matters. Consistent board meetings foster collaboration, transparency, and accountability within the organization. Are you having regular board meetings? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Agenda prepared \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Attendance recorded \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Minutes prepared \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Decisions documented \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Action items reviewed \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"ensure-proper-record-keeping\"> \n <h2>Ensure proper record keeping<\/h2>\n <div class=\"text-content\">\n   Proper record keeping is crucial for nonprofit organizations to meet compliance requirements and maintain transparency. This task involves ensuring proper record keeping for financial documents, meeting minutes, bylaws, policies, and other important organizational records. Accurate record keeping facilitates audits, reporting, and decision-making processes. Are you ensuring proper record keeping? \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Records Checklist <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Financial documents \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Meeting minutes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Bylaws \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Policies \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tax filings \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"observe-annual-irs-disclosures\"> \n <h2>Observe annual IRS disclosures<\/h2>\n <div class=\"text-content\">\n   Nonprofit organizations are required to make certain IRS disclosures annually. This task involves observing the annual IRS disclosures as per the organization's tax-exempt status. Disclosures may include public access to Form 990, providing copies upon request, and maintaining transparency regarding the organization's activities and finances. Are you observing the annual IRS disclosures? \n <\/div> \n <div class=\"multi-select-content form-field-content\"> \n  <div class=\"form-group\"> <label> IRS Disclosures Checklist <\/label> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Form 990 publicly available \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Copies provided upon request \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Transparency maintained \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-annual-budget-review\"> \n <h2>Approval: Annual budget review<\/h2> \n<\/section> \n<section id=\"apply-for-any-needed-licenses-and-permits\"> \n <h2>Apply for any needed licenses and permits<\/h2>\n <div class=\"text-content\">\n   Certain nonprofit organizations may require specific licenses and permits to operate legally. This task involves identifying and applying for any needed licenses and permits applicable to the organization's activities, complying with local, state, and federal regulations. Obtaining the necessary licenses and permits ensures compliance and legitimacy in conducting operations. Have you applied for any needed licenses and permits? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> License\/Permit Application Status <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Applied \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Not Applied \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-conduct-an-annual-audit\"> \n <h2>Approval: Conduct an annual audit<\/h2> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the mission statement of the nonprofit This task involves identifying the mission statement of the nonprofit organization. The mission statement outlines the purpose and goals of the organization, serving as a guiding principle for its activities and decision-making. It is essential to clearly define the mission statement to ensure alignment and focus on achieving [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"","template_id":"vTY9Hp4if4FWBrCjo3RL1w","task_0":"Identify the mission statement of the nonprofit","task_slug_0":"identify-the-mission-statement-of-the-nonprofit","task_1":"File Articles of Incorporation with the Secretary of State","task_slug_1":"file-articles-of-incorporation-with-the-secretary-of-state","task_2":"Obtain an Employer Identification Number (EIN) from the IRS","task_slug_2":"obtain-an-employer-identification-number-ein-from-the-irs","task_3":"Create Bylaws for the organization","task_slug_3":"create-bylaws-for-the-organization","task_4":"Select a Board of 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