105: REFRESH Nonprofit Basics: Year-End Thoughts and New Year To-Do List

EO Radio Show

Welcome to EO Radio Show – Your Nonprofit Legal Resource. As 2024 draws to a close, it seemed to me that this is a good time to share my year-end thoughts on essential annual governance responsibilities for nonprofits and also to check in on other housekeeping that busy nonprofits sometimes overlook, and that could be a good start for nonprofit leaders to put on their list of things to do in the coming year.

This episode refreshes the advice in episode 25 from December 2022. Other than updating the years by adding two at each reference, the advice still stands. I hope you find it helpful food for thought as you consider where your organization is on all these compliance matters and what might need to be attended to as this year comes to a close. Or, if you run out of time, these can be the basis for your 2025 New Year's resolutions for your charity.

Show Notes:

IRS Links:

About Form 990

FAQs re Forms W-2 and 1099 NEC

California Forms and Links:

Franchise Tax Board Form 199

Annual Registration Renewal, RRF-1

Secretary of State, Statement of Information

EO Radio Show #11 - Nonprofit Basics: Amending Nonprofit Corporation Bylaws

EO Radio Show #12 - Hot Topics: Risk Management for Cybersecurity

EO Radio Show #13 - Nonprofit Basics: Document Retention Policies and Subpoenas, and a Conversation With Aviva Gilbert on Why Good Policies Matter

If you have suggestions for topics you would like us to discuss, please email us at [e-mail]. Additional episodes can be found at EORadioShowByFarella.com.

DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.