Form SI-100

Statement of information about who the officers are, etc.

PDF: https://bpd.cdn.sos.ca.gov/corp/pdf/so/corp_so100.pdf

File statements of information online: https://bizfileonline.sos.ca.gov/

Lookup current state: https://bizfileonline.sos.ca.gov/search/business

Filing frequency: it's complicated but ~every other year (https://www.sos.ca.gov/business-programs/business-entities/faqs#delinquency-question3)

Filings overview (good resource for more than just the FTB 199 series forms): https://www.ftb.ca.gov/file/business/types/charities-nonprofits/annual-and-filing-requirements.html

Check organization status (online or other methods): https://www.ftb.ca.gov/help/business/entity-status-letter.asp

Form 199

Income info filed at the state level

Note that there are a variety of varients of form 190 for different income brackets and complexities.

Filing Frequency: yearly (usually due May 5th for orgs when calendar and financial year are the same -- https://www.ftb.ca.gov/forms/misc/1068.html)

Lookup info (note that the OAG is very backed up so the state is months to years out of data): https://rct.doj.ca.gov/Verification/Web/Search.aspx?facility=Y

Form RRF-1

Registration renewal

PDF form: https://oag.ca.gov/system/files/media/rrf1_form.pdf

Filing frequency: yearly

CT-TR-1

Treasurers report

PDF form: https://oag.ca.gov/system/files/media/ct-tr1-form.pdf

Filing frequence: yearly

IRS tax exempt organization search: https://www.irs.gov/charities-non-profits/search-for-tax-exempt-organizations

Form 990

Income info

Form overviews (includes links to PDFs and instructions):

• https://www.irs.gov/forms-pubs/about-form-990
• https://www.irs.gov/forms-pubs/about-form-990-ez

If we remain below ~$50k in gross receipts, we can file 990-N online which is much simpler: https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard

Note that there are a variety of varients of form 990 for different income brackets and complexities.

Filing Frequency: yearly