Running a mission-driven organization takes heart—but it also takes a clear calendar.
At TrimnerBeckham, we often remind our nonprofit clients that tax compliance isn’t just about preparing Form 990 once a year. It’s about knowing what’s due and when. A proactive compliance calendar helps avoid last-minute scrambles, missed filings, and reputational risk.
Here are a few key dates and deadlines your nonprofit should be tracking:
📌 Essential Dates for Nonprofit Compliance
✅ IRS Form 990 Filing Deadline
Due 5.5 months after your fiscal year-end. Extensions available—but don’t wait until the last minute.
✅ State Charity Registration & Renewal Deadlines
Every state sets its own rules for charitable solicitation. Track due dates to stay in good standing.
✅ Annual Board Meeting & Minutes
At least once a year, your board should meet, and minutes should be recorded and retained.
✅ Public Support Test Reviews
Especially for 501(c)(3) public charities, tracking support sources across a rolling five-year period is key.
✅ Grant Reporting Requirements
Funders often set their own reporting schedules—don’t let these get lost in the shuffle.
🧭 Build Your Compliance Calendar with Confidence
Whether you’re a small community nonprofit or a growing foundation, a strong calendar is part of a strong back office. It’s not just about paperwork—it’s about supporting your mission with structure and foresight.
At TrimnerBeckham, we help nonprofits design compliance systems that work—so deadlines aren’t a source of stress but a mark of good governance.
💼 Your Mission is Our Passion.
📍 TrimnerBeckham, PLLC
🔗 www.trimnerbeckham.com
