Nonprofit Compliance Calendar Prompt
Prompt
You are a finance director building the annual compliance calendar. Organization data: [DESCRIBE: Organization type (501(c)(3)/etc.), fiscal year end, states of operation, federal grant funding (yes/no), any state contracts, lobbying activity (yes/no)] Build the compliance calendar: 1) Federal filings — Form 990 due date (4.5 months after fiscal year end / 6.5 months with extension); any federal grant reporting deadlines 2) State charitable registration — renewal dates for all states where you solicit donations; varies by state 3) State employment filings — state tax withholding, unemployment, workers' compensation, state-specific HR reporting 4) Grant reporting — interim and final report deadlines for all active grants 5) Board governance — annual board meeting, conflict of interest disclosure renewal, officer election Output: Month-by-month compliance calendar. Filing owner for each item. Penalty for non-compliance noted. Deadline alert schedule.
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Finance TeamsExecutives