Nonprofit Program Compliance Checklist

Comprehensive nonprofit program compliance checklist covering IRS requirements, grant compliance, and organizational governance standards.

  • Industry: Nonprofit
  • Frequency: Quarterly
  • Estimated Time: 60-90 minutes
  • Role: Executive Director/Compliance Officer
  • Total Items: 21
  • Compliance: IRS 990 Requirements, OMB Uniform Guidance, State Charity Registration, GAAP for Nonprofits

Board Governance & Oversight

Board compliance and governance

  • Board meetings held per bylaws?
  • Meeting minutes properly recorded?
  • Conflict of interest policy current?
  • Board member terms within limits?

Financial Controls & Reporting

Financial management and transparency

  • Financial audit current?
  • Segregation of duties maintained?
  • Bank accounts reconciled monthly?
  • Expense reimbursement policy followed?

Grant Compliance & Reporting

Grant terms and deliverables

  • Grant reports submitted on time?
  • Restricted funds properly tracked?
  • Program outcomes documented?

Tax & Filing Compliance

IRS and state filing requirements

  • Form 990 filed on time?
  • State charity registration current?
  • Donor acknowledgment letters issued?

HR & Employment Compliance

Employment law and volunteer management

  • Employee handbook current?
  • Background checks completed?
  • Volunteer agreements on file?

Review Sign-Off & Action Items

Final review and corrective actions

  • Action items from last review addressed?
  • New action items assigned?
  • Board notified of findings?
  • Executive Director Signature

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Why Use This Nonprofit Program Compliance Checklist?

This nonprofit program compliance checklist helps nonprofit teams maintain compliance and operational excellence. Designed for executive director/compliance officer professionals, this checklist covers 21 critical inspection points across 6 sections. Recommended frequency: quarterly.

Ensures compliance with IRS 990 Requirements, OMB Uniform Guidance, State Charity Registration, GAAP for Nonprofits. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Nonprofit Program Compliance Checklist cover?

This checklist covers 21 inspection items across 6 sections: Board Governance & Oversight, Financial Controls & Reporting, Grant Compliance & Reporting, Tax & Filing Compliance, HR & Employment Compliance, Review Sign-Off & Action Items. It is designed for nonprofit operations and compliance.

How often should this checklist be completed?

This checklist should be completed quarterly. Each completion takes approximately 60-90 minutes.

Who should use this Nonprofit Program Compliance Checklist?

This checklist is designed for Executive Director/Compliance Officer professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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