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). The first renewal is due in 2023.
Each agency provides a search tool that enables anyone to see whether a nonprofit is current with required filings.