✏️Prompts

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.

Used by

Finance TeamsExecutives