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.