Compliance Checklist

The Compliance Checklist tracks the paperwork and processes every club should keep current — grouped into Formation & Legal Standing, Annual Compliance & Filings, Tax & Regulatory Filings, Financial Governance, Policies, Insurance, Board & Officers, and School/District Compliance.

Where to find it: Governance & Permissions card → Governance Documents → Compliance tab

Who can use this: Club Admins, and board members granted Manage Documents.

What you can do here

• Read your compliance score
• Turn on 501(c)(3) tracking
• Mark an item complete, incomplete, or not applicable
• Get board approval on an item
• Check upcoming deadlines

Read your compliance score

At the top of the tab you'll see:

• Your overall score as a percentage plus a count like "(24/35 items)" — green at 80%+, amber at 50–79%, red below 50%.
• Stat pills for critical, recommended, expiring, and expired items (only shown when there's at least one).
• When it was last reviewed and by whom, plus a Mark as Reviewed button.

Many items don't need to be checked off by hand — they're marked Auto-detected automatically once a matching document is uploaded (for example, uploading anything in the Bylaws & Rules category completes "Bylaws Adopted"), a board seat is filled, or a club field like your EIN is filled in.

Turn on 501(c)(3) tracking

If your club has 501(c)(3) status:

1. Click the Enabled / Not Enabled toggle on the 501(c)(3) Status card.
2. Confirm — you'll be told this activates additional requirements (IRS Determination Letter, Form 990, state tax-exempt status, and others), and marks some of them as critical.

Turning it off marks those tax-exempt items as not applicable instead of incomplete.

Mark an item complete, incomplete, or not applicable

Each item has three quick buttons:

• ✓ — Mark complete
• ✗ — Mark incomplete
• N/A — Not applicable to your club

Changes save automatically about half a second after you click. You can also click the note icon on any item to add a free-text note (also autosaves).

If an item supports document upload, click its Upload button to jump straight to Organizational Documents with the upload form pre-filled for that item.

Get board approval on an item

Some items require formal board sign-off before they count as complete:

• Record board approval — for approvals already handled the traditional way: enter the meeting date and a minute reference (e.g. "Motion #3 — May 5, 2026 board meeting"), then confirm whether it was approved or rejected.
• Submit for board approval — creates a live Yes/No poll on your board committee so members can actually vote on it; see Polls.

An item shows an Attest button instead if it just needs an officer's personal attestation rather than a board vote.

Check upcoming deadlines

Scroll to the bottom of the Compliance tab for the Compliance Calendar, which calculates:

• Your IRS Form 990 due date (501(c)(3) clubs only)
• A target date for Annual Budget Approval
• A target date for a Financial Audit/Review
• A State Annual Report reminder (informational — the exact date varies by state)
• A renewal reminder for every checklist item that has a linked document with an expiration date

Common questions

Why is an item already checked off without me doing anything? It was auto-detected — the system found a matching document, club field, or board assignment that satisfies it. You can still override it manually if needed.

I turned off 501(c)(3) tracking by accident — did it delete anything? No — it only changes which items are tracked as applicable. Toggle it back on and your uploaded documents and item statuses are still there.

Troubleshooting

Related

• Organizational Documents — where supporting documents for these items are uploaded
• Polls — where "Submit for board approval" polls are voted on
• 501(c)(3) & Nonprofit Compliance Resources — official IRS and state links for the items on this checklist