Annual Compliance & Filing Reminder

AICAREAGENTS247

To maintain our good standing and tax-exempt status, AICAREAGENTS247 completes the following annual filings and compliance tasks:

Federal Filings

• IRS Form 990 / 990-EZ / 990-N
  Due Date: 15th day of the 5th month after the end of our fiscal year
  Action: File the appropriate annual return with the IRS.
  Responsible: Treasurer/CPA

California State Filings

• Registry of Charitable Trusts – RRF-1
  Due Date: 4 months and 15 days after the end of our fiscal year
  Action: File the Annual Registration Renewal Fee Report (RRF-1) with the California Attorney General.
  Responsible: Treasurer/CPA

• Franchise Tax Board Form 199 or 199N
  Due Date: 15th day of the 5th month after the end of our fiscal year
  Action: File annual return with the California Franchise Tax Board.
  Responsible: Treasurer/CPA

• Statement of Information (Form SI-100)
  Due Date: Every two years, due during the applicable filing period
  Action: File with the California Secretary of State to update board member and agent information.
  Responsible: Secretary/Executive Director

Public Disclosure & Document Availability

• Ensure the following documents are available for public inspection (on our website or by request):

  • IRS determination letter

  • IRS Form 1023

  • Three most recent IRS Form 990s

Internal Compliance Tasks

• Review and update conflict of interest policy and other key governance documents.

• Confirm registration status with the California Attorney General’s Registry of Charitable Trusts.

• Provide annual compliance training for board and staff.

Reminders for Donors and Partners

• Annual donor acknowledgments and receipts sent by January 31.

• Update website with current compliance status and public documents.