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Nonprofit Report Checklist

This checklist shows the information you will need to provide to create a basic GuideStar nonprofit report as well as to be listed on the GuideStar Exchange. Once you are ready to update your report, log in and follow the instructions found here. For your convenience, you can stop and restart the updating process at any time. If you are submitting your information to the GuideStar Exchange, you may also wish to view the GuideStar Exchange tutorial.
 
InformationCore Information for a Basic Nonprofit ReportGuideStar Exchange Required Fields
Employer Identification Number (EIN)Red CheckmarkRed Checkmark
Primary Contact Name and E-mail (for GuideStar's use only)Red CheckmarkRed Checkmark
Geographic Areas ServedRed CheckmarkRed Checkmark
Number of Staff and Volunteers Red Checkmark
Mission StatementRed CheckmarkRed Checkmark
Key Documents

  • Annual Report(s)
  • Financial Statement(s)
    • Audited Financial Statement
    • Financial Compilation, or completion of the Basic Financial Statement section of the on-line form to update report pages
  • Auditing Company
  • Did an auditor give an unqualified opinion?
  • Does the CEO/CFO sign off on all financial documents?
Note: To update your report page, you are not required  to upload documents, although an annual report may assist donors with their giving decision. Documents are only required for GuideStar Exchange membership.		 Red Checkmark
Programs:

  • Name
  • Description
  • Population Served
  • Examples of Success
Red CheckmarkRed Checkmark
Programs:

  • Budget
  • Category
 Red Checkmark
CEO/Executive Director NameRed CheckmarkRed Checkmark
CEO/Executive Director Term and E-mail Red Checkmark
Governing Board Members:

  • Names
  • Company Affiliation
  • Voting Status
  • Board Chair
Red CheckmarkRed Checkmark
Senior Management Team Members Names and Titles Red Checkmark
Policies:

  • Whistle Blowers
  • Document Destruction
  • Nondiscrimination
 Red Checkmark
Keywords to help users find your organization in GuideStarRed CheckmarkRed Checkmark
Has your organization reviewed the Panel on the Nonprofit Sector’s Principles for Good Governance and Ethical Practice?Red CheckmarkRed Checkmark
 

Optional Information

Reach out to potential supporters by adding additional rich details about your organization and its mission.

Optional Fields for Public Report Pages

Red CheckmarkLogos
Red CheckmarkPhotos and Video
Red CheckmarkDBAs (Doing Business As Names) 
Red CheckmarkFormer Names (FKA)
Red CheckmarkBlogs URLs
Red CheckmarkStatements by the CEO/ED/Chair
Red CheckmarkFunding Needs Statement
Red CheckmarkVolunteer Needs
Red CheckmarkTop Funding Sources
Red CheckmarkCEO\ED Profile
Red CheckmarkNews Items

Optional Fields for Annual Benchmarking Reports

Red CheckmarkFund Development
Red CheckmarkEndowment Value and Spending Policy
Red CheckmarkCapital Campaigns
Red CheckmarkBoard\Staff Demographics