The Board of Directors is the governing body of a nonprofit. Charitable organizations vary greatly in size, structure and mission, but there are a number of principles that apply to all nonprofits. Convene, the board management software used to compile and distribute board documents, generate minutes, and carry forward actions items for meetings. (Maybe you are already there.) Certain parts of the Form 990 may require heightened review; Introduction. 3 Please note that Section 3.2 of the Bylaws specifies that the Board shall consist of 7 to 25 directors.

You’d never apply to a paying job with no description of the role. Why do we ask nonprofit board officers to do the same?

This way you will know where to find your bylaws, your 501.c.3 filing, your 990’s, your latest fundraiser documents, your board …

Those articles generally ask for the names of the nonprofit'sinitial board of directors. Think of a document retention policy simply as a document management policy. The Board may fix the precise number of directors within this range.

Articles of incorporation. We distribute a guide to assist board members in understanding these principles. Legal document that outlines the general purpose and structure of the organization and its intent to operate exclusively with a nonprofit purpose; Filed with the state when the nonprofit is incorporated; need to be refiled if any key issues change Normally it is fine to clean up your desk by tossing out papers here and there, but when one staff person presses delete on a key document, and that document is needed later -- or if It is unwieldy and unrealistic, as well as unnecessary to think that a nonprofit will keep every document it generates. Board members meet periodically to discuss and vote on the affairs of the organization. Document Destruction and Retention Policy (PDF) Document retention is a required practice for all corporations, including nonprofits.

The quality of the orientation process is a reflection on how well the board works as a group.

Your Rights, Roles and Responsibilities as a Nonprofit Officer Our Guide for Board Members. Adopting a policy for document retention and destruction ensures that you are in compliance with the Sarbanes-Oxley Act. And at some point you will start to suffer from document overload. What is Governance: The Best Practices for Boards Good nonprofit governance is all about focusing on the processes for making and implementing decisions that will continue to advance an organization’s principles and mission, providing strategic leadership to a nonprofit organization.

The left side of the table lists the typical topics in Board operations, and the right side lists the typical functions in an organization that a Board must oversee. Strategy/Planning; Documents; Emergency Succession Plan Template. An upcoming election of a new slate of board members should signal the start of planning for the new member orientation. A board is needed to incorporate a nonprofit, to get it tax exemption, to apply for a bank account, to properly file annual reports, and to do most important transactions.

Document Destruction and Retention Policy (PDF) Document retention is a required practice for all corporations, including nonprofits.

A nonprofit Board’s review and approval of the Form 990 helps directors observe their fiduciary duties of care. Adopting a policy for document retention and destruction ensures that you are in compliance with the Sarbanes-Oxley Act. We are not giving legal or tax advice on this site. When the orientation runs like a well-oiled machine, new members will come to their first board meeting with full confidence that they are joining a great organization. Board/Governance; Documents; Considering Options Along the Strategic Alignment Spectrum.


A nonprofit’s board must comply with the requirements in its bylaws, but a member of the general public may have no legal standing to enforce the board to act compliantly. Here are the various documents to which your board needs to pay attention.
Here are some tips to help you find a nonprofit board. Board Documents.

Based on organizational goals, there are many options along the realignment spectrum including program transfer, joint ventures, and others. Annual report or other document that lists the donors/grantmakers that support the nonprofit Board roster and list of committees, their charters, and who serves on them Calendar of meetings for the year ahead Practice Pointers Help manage expectations of new board members by sharing a "position description" with them, tailored for your nonprofit. Revenue Service requires the submission of organizational documents and bylaws, if adopted, with an application for exemption under section 501(c)(3), and will review these documents to ensure that the applicant is organized exclusively for exempt purposes and that the applicant’s proposed or actual activities are consistent with those documents.


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