Is Your Nonprofit
Actually
Compliant?
Most new nonprofits have compliance gaps they don't know about — until it's too late. Take our free 5-minute interactive checklist and find out exactly where you stand.
Screenshot your results to save your personalized report
One missed filing can cost your nonprofit its tax-exempt status
The IRS automatically revokes 501(c)(3) status after three years of missed Form 990 filings — and that's just one of dozens of ways new nonprofits unknowingly fall out of compliance. The problem isn't bad intentions. It's not knowing what you don't know.
of new nonprofits have at least one significant compliance gap in their first year.
Source: National Council of Nonprofits
Miss your Form 990 for 3 consecutive years and the IRS automatically revokes your 501(c)(3) status.
Source: IRS Revenue Procedure
All of this is 100% preventable. Our checklist tells you exactly what to fix — and PRIMUS can fix it for you.
Four steps to know where you stand
The entire assessment takes about 5 minutes. You'll walk away with a personalized report ready to share with your board.
Enter Your Details
30 seconds. Your name, title, email, and organization unlock your personalized assessment instantly.
Work Through 39 Items
Click through 6 compliance categories — formation, banking, governance, HR, insurance, and annual filings.
Get Your Score
See your compliance grade, category breakdown, and a prioritized list of everything still to do.
Screenshot Your Results
Save your personalized report with a quick screenshot. Share it with your board or the PRIMUS team.
Every compliance area your nonprofit needs to know
39 action items across 6 critical categories — built specifically for nonprofits navigating their first year.
Formation & Registration
- Articles of Incorporation
- EIN from the IRS
- Form 1023 / 1023-EZ
- State charity registration
- Multi-state fundraising registration
Banking & Accounting
- Nonprofit bank account
- Accounting software setup
- Chart of accounts
- Expense policies
- Internal controls
Governance
- Board of directors setup
- Conflict of interest policy
- Whistleblower policy
- Document retention
- Board meeting minutes
Employment & HR
- State employer ID & payroll
- Unemployment insurance
- Employee handbook
- Workers compensation
- Time tracking system
Insurance
- General liability
- Directors & Officers (D&O)
- Workers compensation
- Property insurance
- Cyber liability
Annual & Ongoing
- Form 990 with IRS
- State annual report
- Quarterly payroll taxes
- W-2s and 1099s by Jan 31
- Donor acknowledgment letters
Know your gaps.
Fix them fast.
After completing the checklist you'll see a full compliance report — personalized to your organization, broken down by category, with every gap clearly listed. Screenshot it and share with your team.
Letter Grade + Compliance Score
A+ down to F — instant at-a-glance understanding of your compliance health.
Category-by-Category Breakdown
See exactly which areas are strong and which need immediate attention.
Prioritized Action List
Every missing item listed by priority so you know what to tackle first.
Screenshot to Save & Share
Your results are designed to be screenshotted and shared with your board or advisors.
Screenshot your results · Win+Shift+S · ⌘+Shift+4
New York's nonprofit compliance specialists
PRIMUS Business Management helps nonprofits get their financial, HR, and operational foundations right from day one — so you can focus on your mission, not your paperwork.
We specialize in new nonprofits
Most compliance firms focus on established organizations. PRIMUS is built for the crucial first year when the stakes are highest.
Accounting, HR & Operations under one roof
Rather than hiring three vendors, PRIMUS handles everything together — so nothing falls through the cracks.
Based in New York. Serving nonprofits nationwide.
We understand both federal compliance requirements and multi-state registration complexities.
Find out where your nonprofit really stands
Enter your details, work through 39 compliance items, and get a personalized compliance grade with your exact gaps highlighted — completely free.
🔒 Your information is safe. We never sell or share your data.
Questions? clientengagement@primusco.com · (212) 328-0138