Keeping our nonprofit compliant with state and federal requirements involves a few annual maintenance tasks. The below list includes links to the respective agency web pages, where downloadable forms and/or online filing tools can be found.
| Deadline | How Often | Task | Agency | What you’ll need |
|---|---|---|---|---|
| Feb 28 | Biennial* | Form SI-100, Statement of Information | CA Secretary of State | Board/officer names; MECD particulars (address, EIN, etc.); $20 fee; online or mail |
| May 15 | Annual | Form RRF-1, Annual Registration Renewal Fee Report (with CT-TR-1, Treasurer’s Report) | CA Attorney General Registry of Charitable Trusts | MECD particulars; financial data for preceding calendar year; CT-TR-1; $25 fee; mail |
| May 15 | Annual | Form 990-N, Electronic Notice for Tax-Exempt Organizations (e-Postcard) | Internal Revenue Service | MECD particulars; financial data for preceding calendar year; online only |
| May 15 | Annual | Form 199N, California e-Postcard | Franchise Tax Board | MECD particulars; financial data for preceding calendar year; online only |
*The SI-100 Statement of Information is renewed every two years, unless there are substantial changes (organization address, Agent for Service of Process, officers, or board composition). Next due 2/28/2026.
Each agency provides a search tool that enables anyone to see whether a nonprofit is current with required filings.