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.

Information	Core Information for a Basic Nonprofit Report	GuideStar Exchange Required Fields
Employer Identification Number (EIN)
Primary Contact Name and E-mail (for GuideStar's use only)
Geographic Areas Served
Number of Staff and Volunteers
Mission Statement
Key Documents Annual Report(s) Financial Statement(s) Audited Financial Statement Financial Compilation, or completion of the Basic Financial Statement section of the online form to update report pages Auditing Company Did an auditor give an unqualified opinion? Does the CEO/CFO sign off on all financial documents?	Although not required, documents may assist donors with their giving decisions.	Financial Statement(s) Auditing Company Auditor's Opinion CEO/CFO Sign-off
Programs Name Description Population Served Examples of Success Budget Category	Name Description Population Served	Budget Category
CEO/Executive Director Name
CEO/Executive Director Term and E-mail
Governing Board Members Names Company Affiliation Voting Status Board Chair
Senior Management Team Members' Names and Titles
Policies Whistle Blowers Document Destruction Nondiscrimination
Keywords to help users find your organization in GuideStar
Has your organization reviewed the Panel on the Nonprofit Sector’s Principles for Good Governance and Ethical Practice?

Optional Information

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

Optional Fields for Public Report Pages

	Logos
	Photos and Video
	DBAs (Doing Business As Names)
	Former Names (FKA)
	Blog URLs
	Statements by the CEO/ED/Chair
	Funding Needs Statement
	Volunteer Needs
	Top Funding Sources
	CEO/ED Profile
	News Items

Optional Fields for Annual Benchmarking Reports

	Fund Development
	Endowment Value and Spending Policy
	Capital Campaigns
	Board/Staff Demographics