Annual Maintenance (Non-Profit) What is your entity name?*1. Have you changed your corporate address or opened up additional office (s)?YesNoa. If yes, Please provide new address information.2. Has there been a change in authorized number of directors during the past year?YesNoa. If so, please indicate the change in number and the date of the change.3. Are there any new directors?YesNoa. What are the names of the new directors?4. Has there been any change of officers?YesNoa. If different from previous year, what are the names of the officers?a.i. President/CEOa.ii. Vice Presidenta.iii. Treasurer/CFOa.iv. Secretarya.v. Other (name office)5. Has there been a change in the identities of licensed employees performing professional services?YesNoa. If yes, include name and license number.6. Has the organization hired any new employees or independent contractors?YesNoa. If yes, please provide a copy of related agreement.7. Has there been a change in corporate bank accounts or authorized signatories?YesNoa. If yes, please provide the following data:a.i. New Account Name 1a.ii. New Authorized Signature 1a.iii. New Account Name 2a.iv. New Authorized Signature 28. Have you paid bonuses to officers or employees for this year?YesNoa. If yes, please provide the name and dollar amount for each.9. Have you paid salaries to officers for this year, exclusive of bonuses?YesNoa. If yes, please provide the name and dollar amount for each.10. Has your organization made a contribution to a pension plan for this year?YesNoa. If yes, please provide the dollar amount11. Has your organization made a contribution to a profit-sharing plan for this year?YesNoa. If yes, please provide the dollar amount12. Has there been any significant changes in your organization’s medical disability or life insurance coverage?YesNoa. If so, please describe.13. Has the organization borrowed monies during this year? (Attach loan documents to your minutes if from institutional lender).YesNoa. If so, please provide approximate date, amount, from whom, and the purpose.14. Has the organization loaned monies during this year? (Attach loan documents).YesNoa. If so, please provide approximate date, amount, to whom, and the purpose.15. Has your organization purchased or leased equipment, vehicles, leasehold improvements, real property, etc. this year? (Attach copy of lease or purchase order or invoice, or give details including price, description, and date).YesNoa. If so, please provide the date, price, and description for each.16. Has your organization sold any assets this year?YesNoa. If so, state approximate dates, amounts, and description of items.17. Has your organization conducted fundraising in any states outside of California (or your applicable home state)?YesNoa. If yes, please provide a list and short description.18. Has your organization opened any new bank accounts during the year?YesNoa. State the names, branches of banks, dates opened, type of account, and persons authorized to sign for each account.19. Have you changed your corporate accountant?YesNoa. If yes, please provide the name, address, and phone number.20. If your organization’s gross revenues exceed $2 million annually:YesNoa. Has it undergone a mandatory independent audit?YesNob. Have you created an Independent Audit Committee?YesNo21. Did the organization begin using a new fictitious name during the year?YesNoa. If yes, state such name, effective date of use, and state or county where the name is held.22. Has the organization filed its annual Statement of Information with the California Secretary of State or similar document with your State corporate registry?YesNo23. Has the organization filed its annual Form RRF-1 with the California Attorney General or similar document with your State charitable register?YesNo24. Has there been any other corporate activity that you would like to reflect in your minutes?YesNoa. If so, please explain.
