18 August 2008

[UPDATE: New Date and TIme] Policy Governance at the Center for Nonprofit Management

Welcome back!

My next workshop on Policy Governance at the Southern California Center for Nonprofit Management will be Tuesday, October 28 2008, 1:30pm - 4:30pm. Details on the workshop and registration are available at the Center's website.

Course Description

Policy Governance® enables a board to:

  • Lead on the larger issues
  • Delegate with clarity
  • Control management's job without meddling
  • Rigorously evaluate the accomplishment of the organization
  • Truly lead an organization
This is a groundbreaking model of governance designed to empower boards of directors to fulfill their obligation of accountability for the organizations they govern. As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

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IRS information on the new Form 990

Welcome back!

The IRS website has a summary of the changes we are anticipating for the Form 990 for the 2008 tax year. You can read that information here.

There will be some new reporting requirements including disclosure of business or family relationships on the board of directors. There will also be a requirement to describe the board's role in reviewing the the board's responsibility for the information on the Form 990.

I will post more about the changes when the new instructions are released and after I hear from other clients about their concerns and thoughts.

Previous CPG clients will already have satisfactory conflict of interest policies to regulate and monitor related individuals and self-serving.

Your ideas matter here! Please leave a comment.

12 August 2008

Are corporate bylaws filed with the Secretary of State?

Welcome back! This question has been asked again recently. For the state of California:

Corporate bylaws are not filed with the Secretary of State. Bylaws are kept at the corporation's principal executive office (if located in this state) or the corporation's principal business office in this state. The bylaws shall be open to inspection by the shareholders at all reasonable times during office hours. If the principal executive office of the corporation is outside this state and the corporation has no principal business office in this state, it shall, upon the written request of any shareholder, furnish to such shareholder a copy of the bylaws as amended to date.

The source of this information is California Business Portal, Secretary of State Information site.

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