We recently created a spreadsheet to ensure that we stay on top of our legal filing obligations. Then we learned that nearly one-third of California nonprofits are at risk of losing their business license or tax-exempt status because they’ve missed deadlines (according CalNonprofits)!

Here is a simple, customizable version of our spreadsheet to help others track their filing and key organizational dates, so they can focus on their mission with confidence.

Feel free to copy and adapt it for your organization’s needs. And share with others!

Disclaimer: We built this for our own use, it’s up to you to verify its accuracy for your organization and state requirements. 😇