Recurring duties
Obligations that come around every year or quarter. Each belongs to a role, not a person, so it lands with whoever holds the role when it comes due.
- Merchant account reviewTreasurer · every 3 months · next Dec 17, 2026
Check processor approvals, fees, the statement descriptor and who can sign in to each processor.
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- State annual reportSecretary · every year · next Jan 11, 2027
Most states ask nonprofits for an annual or biennial report to the Secretary of State. Check your state's deadline and fee.
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- Domain and website renewalSecretary · every year · next Mar 17, 2027
Check the registrar's renewal date and that a current officer holds the registrar login.
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- IRS Form 990-N, 990-EZ or 990Treasurer · every year · next May 16, 2027
Which form depends on the club's gross receipts, and the due date on its fiscal year. Check the IRS's current rules.
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- Insurance renewalPresident · every year · next Nov 17, 2027
General liability, event and directors and officers coverage. Check the dates on each policy.
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- Set a dateBoard electionsSecretary · every year
Check the bylaws for the election schedule, nomination window and notice period.
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Suggestions for US nonprofits
State reports, IRS filings, insurance, elections and more, added without dates.