Nonprofit Compliance Checkup
A common area where nonprofit organizations can go astray is to allow their governing documents to become stale and forgotten.
Let Clear Compass Legal ensure that you are on the right path and align your governance structure with your operations.
Governing Document Review
The Nonprofit Compliance Checkup includes a thorough review of the following documents for both legal and operational compliance:
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Articles of Incorporation
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Bylaws
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Conflict of Interest Policy
After initial review, a meeting will be scheduled to answer questions about the legal edits provided and ensure that the documents reflect the nonprofit's actual governing practices.
If governing practices have diverged from the document, changes will be discussed to either match current practices to the text of the document or adjust practices to make sure that they meet minimum legal requirements.
We will also engage on what other policies are in place and provide recommendations for missing governance documents, such as conflict of interest, whistleblower and non-retaliation, record retention, or financial controls.
For nonprofits with paid staff, additional documents should be discussed and potentially reviewed, such as personnel policies, job descriptions, and employee handbooks.