Nonprofit Startup Checklist

  • Organization Name: ______________________________
  • Organization Address: ______________________________
  • Fiscal Year: ______________________________
  • Initial Board of Directors:
    • President: ______________________________
    • Secretary: ______________________________
    • Treasurer: ______________________________
    • Additional Board Members: ______________________________
  • Incorporation:
    • Date of Incorporation: ______________________________
    • Secretary of State File Number: ______________________________
    • Registered Agent: ______________________________
  • EIN: ______________________________
  • IRS Tax-Exempt Status:
    • Date of Application: ______________________________
    • 501c Classification: ______________________________
    • Date of Tax-Exemption: ______________________________
    • Are 990s required: ______________________________
  • State Documentation:
    • Charity Registration Date Field: ______________________________
    • State/Sales Tax Exemption Date Filed: ______________________________
  • Annual Compliance:
    • Date first 990 is due: ______________________________
    • Date first annual report is due: ______________________________
    • Date first charity registration renewal is due: ______________________________
    • Date state/sales tax renewal is due: ______________________________
  • Organization Operation:
    • D&O Insurance Quoted: ______________________________
    • Strategic Plan Ordered: ______________________________
    • Corporate Sponsorship Ordered: ______________________________
  • Date First Donor Appreciation Planned: ______________________________
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