What Changes Go in Data Summary vs Compliance Event?

You should deal with the following changes by starting a Compliance Event:

• Address change

  • The nonprofit’s address changes

  • The nonprofit’s main email address change (filing required, no resolution required)

• Annual maintenance

  • The nonprofit’s annual maintenance needs to be taken care of (occurs annually, within 6 months from the end of each fiscal year after the annual financial statements have been prepared)

• Annual filing

  • The nonprofit’s annual report or annual filing needs to be submitted to the corporate registry (deadline varies by jurisdiction)

• Director change

  • Resignation or removal of one or more director

  • Election of one or more director

  • Change in address of a director (filing required, no resolution required)

  • Change of name of a director (filing required, no resolution required)

• Officer change

  • Resignation or removal of one or more officer

  • Appointment of one or more officer

  • Change in address of an officer (filing may be required, no resolution required)

  • Change of name of an officer (filing may be required, no resolution required)

• Organizing post-incorporation

  • Nonprofit was incorporated but not formally organized.

All other changes can be made by editing the applicable Data Field in the Data Summary. For example: 

• Director change

  • Change of email address

  • Change of occupation

• Officer change

  • Change of email address

• Tax Number

  • Addition of, or change to, tax number

• Membership data

  • Change of contact information for a member

• Company Key change

  • Change or update a Company Key

Contact the OrgHub support team if you are not sure whether to make a change in the Data Summary or with a Compliance Event.