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: ______________________________
Brytebridge Nonprofit Solutions
7021 University Blvd. Winter Park, FL 32792
1-877-857-9002
Monday – Friday EST 9 AM – 7 PM
https://brytebridge.com/