Resources
Filing deadlines
The recurring financial filing deadlines that matter for the organizations OpenBooks serves. Federal returns anchor to your fiscal year; jurisdiction and election calendars shift the rest. Each regulation page carries the authoritative deadline and links to the regulator — always confirm before filing.
Every filing deadline, tracked ahead.
Nonprofit 990 series
Due the 15th day of the 5th month after fiscal year-end. See the federal 990 reference.
Union LMRDA reports
LM-2/3/4 due within 90 days after fiscal year-end. See the federal union reference.
Campaign & HOA
Tied to election cycles and jurisdiction rules — confirm the current schedule with the regulator.
Federal deadlines anchor to your fiscal year
The two federal deadlines that cover most of our users are both computed from fiscal year-end rather than a fixed calendar date. The nonprofit 990 series is due the 15th day of the 5th month after your fiscal year ends — May 15 on a December year-end, November 15 on a June year-end. Union LM-2, LM-3, and LM-4 reports are due within 90 days of fiscal year-end.
Because they float with your year-end, these are the deadlines organizations most often miscalculate after a fiscal year change. Confirm the current rule and any extension provisions with the IRS or the Department of Labor before relying on a date.
Campaign and HOA calendars are local
Committee reporting runs on the election calendar, and the calendar is set by the jurisdiction you are registered in. Federal committees report to the FEC; state and local committees report to a state agency on a schedule that shifts with each cycle and can add pre-election and post-election reports on short notice.
HOA obligations are similarly local: what a board must produce, how often, and who may demand it are set by state statute and by your own governing documents. There is no national schedule to hand you, which is why the regulations reference is organized by jurisdiction and links to the agency that published each rule.
The deadline is the symptom; the books are the problem
A deadline is only difficult when the underlying books are not ready. Organizations that file late almost never discovered the date late — they discovered, at the date, that months of transactions were uncategorized and the reconciliation had drifted.
That is the case for categorizing continuously rather than at the deadline. If every transaction is already classified against the form it will appear on, the deadline stops being an event and becomes a review.