Responsibilities Documents & Links

Download all Responsibilities documents in one zipped file

Required Documents

Bylaws

• Checklist
• Template
• Guide (American Bar Association)
• Sample

Certificate of Incorporation from Secretary of State

• This document is provided by the Washington State Secretary of State: https://www.sos.wa.gov/corps/nonprofitinformation.aspx

City and County Business Licenses

• These documents are provided by city/county government:
  • Look up your city
  • Look up your county

IRS Determination Letter

• Sample
• Link to IRS website for form 1023

IRS Form 1023

• Instructions for form 1023
• Sample
• Link to IRS website for form 1023

IRS form 990

• Form 990
• Instructions for Form 990

Meeting Minutes (for all meetings)

• Guidelines
• Guide/sample
• Rocket Lawyer free online template service (create minutes and download them)

WA Sec of State: Charitable Trust (Registration & annual report)

• Application form
• Requirements

WA Articles of Incorporation (with any amendments)

• Articles of incorporation (from Wayfind)
• Articles of incorporation (from Office of the Secretary of State)
• Articles of Amendment (from Office of the Secretary of State)

 WA Sec of State: Charities (Registration & annual report)

• Application form
• Requirements
• Washington Compliance Summary Graphic (Staying up-to-date)

WA Sec of State: Corporations (Registration & annual report)

• Information for nonprofits and charities on Secretary of State page
• Washington Compliance Summary Graphic (Staying up-to-date)

Washington State Business License

•  See http://bls.dor.wa.gov

Strongly Suggested Documents

Conflict of Interest Policy

• Sample (501 Commons)
• Sample (MNA)
• Informational page (NCN)

Insurance: Directors & Officers, Liability

• Nonprofit Insurance Alliance Group
• Nonprofit Insurance Program

Reimbursement Policy

• Template

Recommended Documents

Annual Report

• Sample (Lifepoint)
• Sample (Minnesota Land Trust)

Board Member Commitment Form (including giving)

•  Sample agreement
• Template
• Sample commitment form (Homes First)
• Sample commitment form (The Nonprofit Center)
• Sample commitment form (NCNA)

Executive Evaluation Plan

•  Sample

Job description: Board Member

• Sample
• Sample (CT Thompson)
• Sample (BridgeStar)
• Sample (One OC)

Job description: Officer

• Sample
• Sample (CT Thompson)

Strategic Plan

• Sample
• Information from the National Council on Nonprofits
• Template (Free Management Library)
• See also Strategic Planning in Nonprofits from the Washington Nonprofit Institute.

Succession Plan: Emergency

•  Sample

Succession Plan: Long Term

• Guide/Toolkit
• Information from the National Council on Nonprofits

As-Needed/Additional Documents

Board Manual

• Outline