What Is a Compliance Calendar?
A compliance calendar is your nonprofit’s personalized timeline of every important deadline and obligation you face throughout the year.
Instead of scrambling to remember when to file your annual report, renew your charitable registration, submit a grant report, or hold a board meeting, the calendar tracks each requirement, state, federal, and local, to ensure nothing falls through the cracks.
Automated reminders alert you well in advance, so you can prepare documents and approvals without the last‑minute rush.
Why You Need One
Never Miss a Deadline
Late filings trigger penalties and can jeopardize your tax‑exempt status. A centralized calendar with reminders protects you from costly lapses.
Stay Organized
Consolidate all compliance obligations into one view tailored to your fiscal year: annual reports, IRS Form 990s, license renewals, grant deadlines, board tasks
Reduce Stress & Save Time
Focus on your mission instead of hunting down due dates. Early warnings mean you can gather financial statements, board approvals and narratives without scrambling.
Adapt to Change
Filing requirements and deadlines evolve. With an actively managed calendar, updates are incorporated automatically, so you’re always on top of new obligations.
How We Build, Share, and Monitor Your Calendar
Initial Assessment: During onboarding, we map every annual, quarterly, and periodic filing based on your incorporation date, fiscal year, and operations.
Platform Flexibility: We build your calendar on the platform you already use, so there’s no new software to learn.
Shared Access for Your Team: We give access to everyone who needs visibility: executive directors, board members, and finance staff. Everyone sees upcoming deadlines and who’s responsible.
Customized Reminders: You’ll receive reminders 30, 14, and 7 days before each due date by email, text, or both. Each task includes a description, responsible party, and links to forms or templates.
Ongoing Monitoring & Updates: Compliance isn’t “set it and forget it.” We monitor your calendar throughout the year. When laws change, new grants are awarded, or dates shift, we update and notify you.
Integrated Action: When paired with our filings, rebate, or grant services, we complete the necessary tasks such as submitting filings, sending confirmations, and archiving receipts so your calendar stays accurate and actionable.