Posts
Governance & Support Organizations
Annual Report Template
An annual report is more than just a document; it’s a powerful engagement tool. It serves as a window into the museum’s work, offering a transparent view of financial vitality, program …
Annual Checklist of Legal Requirements (Finance & Administration)
The Japanese American National Museum uses a checklist to track annual legal requirements (PDF). It lists the type of review or report required, the due date, the test, and the responsible …
Guidelines for Resolving Ethical Conflicts
Sciencenter shares its Guidelines for Resolving Ethical Conflicts (PDF). It provides a procedure for making decisions in situations when ethical duties conflict. This resource was collected …
Professional Practices for Academic Museums & Galleries
The Association of Academic Museums and Galleries (AAMG) provides best practices drawn from those of other museum organizations–American Alliance of Museums (AAM), Association of Art Museum …
Publication 4221: Compliance Guide for 501(c)(3) Public Charities
Internal Revenue Service (IRS) provides Publication 4221, which offers guidance to tax-exempt institutions about tax returns, required filing and recordkeeping, governance considerations, …
Form-1023 EZ Applying for 501(c)(3) Status
The Internal Revenue Service (IRS) website provides a streamlined application for recognition of exemption under section 501(c)(3) of the Internal Re…
Compliance Guide for Tax-Exempt Organizations
The Internal Revenue Service (IRS) website provides access to relevant publications and forms. Publication 4221: Compliance Guide for 501 (c)(3) Tax-Exempt Organizations is a concise, …
Applying for 501(c)(3) Status
The Internal Revenue Service (IRS) website provides access to relevant publications and forms. Publication 4220: Applying for 501 (c)(3) Tax-Exempt Status is a concise, easy-to-use brochure …
Records Management FAQ
The Smithsonian Institution Archives shares a list of detailed questions and answer that explains issues involved with maintaini…
What is an Advisory Board and Should We Have One?
Board Café discusses reasons to have an advisory board, guidelines for establishing one, and a sample invitation to join that spells out the expectat…
Required Disclosures
The Internal Revenue Service (IRS) offers Stay Exempt: Tax Basics for 501(c)(3)s. The free online workshop includes an interactive training module on Required Disclosures. It covers tax …
Typical Types of Board Committees
The Free Management Library has a list of common committees and their typ…