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