END OF YEAR COMPLIANCE CHECKLIST
end-of-year
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RECORDS
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Hold an annual meeting and record minutes.
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Elect officers and directors
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Produce financial reports
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Approve the upcoming year budget
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Review bylaws and update as needed
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IRS
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File form 990
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Perform audit if required
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Review solicitations and donor receipts
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Justify executive compensation
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Update policies including conflict of interest
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STATE
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File the annual report
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Renew the charitable solicitation licence
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Maintain a registered agent
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Update any information in state records
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Register in other state as required
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