Annual compliance

Keep your nonprofit in good standing, every year.

State annual reports, charitable registration, your IRS filing and every deadline in between, handled for you. Spend your time on the mission.

From $349 a year, plus government fees paid by you directly

  • Written scope before any work starts
  • Secure Stripe checkout

Choose your plan

Essentials

$349 per year

Never miss a filing deadline.

  • A compliance calendar built for your state and fiscal year
  • Your state annual report prepared and filed with your approval
  • Charitable solicitation registration renewal prepared
  • IRS Form 990-N (e-Postcard) filed if you qualify
  • Email reminders at 60, 30 and 7 days before each deadline
  • Registered agent renewal checklist

Document preparation and filing support, not legal or tax advice. Government fees are paid by you directly. Renews each year until you cancel. Questions first? Send us a message.

What a missed filing can cost you

Lose your tax-exempt status

The IRS automatically revokes the status of organizations that miss their annual filing three years in a row. Getting it back means starting the application again.

Fall out of good standing

Most states require an annual report. Miss it and your nonprofit can be dissolved, and funders who check will see it.

Lose the right to raise money

Many states require charitable solicitation registration every year. Soliciting without it can mean fines.

Fail a funder’s due diligence

Grant makers look up your filings and standing before they award. Current filings are part of being fundable.

Questions

Is this legal or tax advice?

We prepare your documents, file with your approval, and remind you of every deadline. We are not a law or accounting firm, so for questions about your specific situation, an attorney or CPA in your state is a good person to ask.

What do the government fees cost?

They are separate and you pay them directly. State annual report and charitable registration fees vary by state. The IRS charges nothing to file Form 990-N, 990-EZ or 990.

Which filings apply to my organization?

It depends on your state and your yearly gross receipts. After you sign up, we confirm which filings apply and put them on your calendar before any work starts.

How does billing work?

You pay once a year through Stripe, and the plan renews automatically each year until you cancel. You can manage or cancel from your account in one click.

Do I need FundLuma’s other services?

No. Annual Compliance works for any nonprofit or church, whether or not we formed it.

Have questions first?

Send us a note and we reply by email.

Please do not include bank, card or ID numbers.