HOA & Nonprofit Board Annual Calendar + Compliance Checklist (Printable PDF)

Volunteer boards change every year, and deadlines get lost when they do. This 7-page printable puts the whole board year on paper: what's due, when, and who's doing it.

What's inside:

1. The Board Year at a Glance: 18 recurring items (budget, annual meeting, elections, insurance renewal, tax return, state report, 1099s, reserve study, contracts and more) on a 12-month grid

2-3. Month-by-month planner: a block for every month with meeting date and checkbox lines

4. Compliance & Filing Tracker: federal and state returns, annual report, registered agent, 1099-NEC, budget and meeting notices, audit/review, reserve study, charitable registration, with typical due dates and space for yours

5. Insurance & Contract Renewal Tracker: property, liability, D&O, fidelity bond, plus vendor contracts with cancel-notice dates

6. Board Roster & Term Tracker: terms, bank signers, conflict forms, committees and an officer-transition checklist

7. Annual Board Self-Check: 14 yes/no governance questions with follow-up owner

For HOA, condo, nonprofit, PTA and club boards. Unbranded, so it fits in your board binder.

Not legal or tax advice. Due dates vary by state, entity type and fiscal year; confirm with your documents, attorney or CPA.

Template only, not legal advice. Your association's governing documents and state law control. Have your association's attorney review notices before you send them.