Free Interactive Tool

Nonprofit Compliance Checklist

Keep your organization in good standing. Work through your monthly, quarterly, and annual compliance requirements — then download your personalized checklist.

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Stay Compliant. Stay Mission-Focused.

Nonprofits face a unique set of federal, state, and governance obligations throughout the year. This checklist organizes your key compliance tasks by timeframe — so nothing slips through the cracks and your 501(c)(3) status stays protected.

Record all income and expenses in your accounting systemReconcile bank and credit card statementsReview accounts payable and receivableProcess payroll and remit payroll taxes (if applicable)Document all donations received with donor acknowledgment lettersReview budget vs. actuals report

Maintain and update bylaws — review at least every 2 yearsEnsure board has a current conflict of interest policy on fileMaintain a document retention and destruction policyKeep board meeting minutes and resolutions in a secure, organized fileVerify board member terms and conduct elections per bylawsEnsure whistleblower policy is in place and communicated to staffReview executive compensation for reasonableness (IRS rebuttable presumption)Confirm D&O (Directors & Officers) insurance is currentMake Form 990 and determination letter available for public inspectionReview and update organization's mission statement and strategic plan

Priority: High — required filing or deadline Medium — important but flexible Low — best practice

Download Your Nonprofit Checklist

Enter your details to get a printable version — plus a follow-up from our team with tips specific to your organization type.

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Need a Nonprofit Compliance Partner?

From 990 filings and grant readiness to multi-state registration and fiscal sponsorship — we handle the compliance so you can focus on your mission.

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