Legal status, governance documents, and compliance information for MDplus as a 501(c)(3) nonprofit.
Tax-exempt status
| Item | Detail |
|---|---|
| Legal name | MDplus, Inc. |
| EIN | [XX-XXXXXXX] |
| State of incorporation | Delaware |
| 501(c)(3) determination | IRS determination letter on file |
| Fiscal year | January 1 — December 31 |
The IRS determination letter is stored in Google Drive under Admin > Legal > IRS Determination Letter.pdf. This document confirms our tax-exempt status.
Governance documents
Articles of Incorporation
The founding document filed with Delaware establishing MDplus as a nonprofit corporation.
Bylaws
Internal rules governing how MDplus operates, including:
- Board composition and terms
- Officer roles and responsibilities
- Meeting requirements
- Amendment procedures
Conflict of Interest Policy
All board members and officers must disclose potential conflicts annually.
Board of Directors
The Board provides governance oversight and fiduciary responsibility.
| Role | Name | Term |
|---|---|---|
| Chair | [Name] | [Start] — [End] |
| Treasurer | [Name] | [Start] — [End] |
| Secretary | [Name] | [Start] — [End] |
| Director | [Name] | [Start] — [End] |
| Director | [Name] | [Start] — [End] |
Board meetings: Quarterly (minimum), with annual meeting in Q1.
Compliance requirements
Annual filings
| Filing | Due Date | Responsible |
|---|---|---|
| Form 990 (IRS) | May 15 | Treasurer + Accountant |
| State annual report | Varies by state | Secretary |
| Registered agent renewal | Annual | Secretary |
Record retention
| Document Type | Retention Period |
|---|---|
| Tax returns | Permanent |
| Board minutes | Permanent |
| Financial records | 7 years |
| Contracts | 7 years after expiration |
| Employment records | 7 years after termination |
Insurance
| Coverage | Provider | Policy # |
|---|---|---|
| D&O Insurance | [Provider] | [Number] |
| General Liability | [Provider] | [Number] |
Directors & Officers insurance protects board members from personal liability. This coverage must be maintained continuously.
Legal counsel
For legal questions, contact:
- General counsel: [Law Firm Name]
- Contact: [Attorney Name]
- Email: [email]
Key policies
Charitable solicitation
MDplus is registered to solicit donations in states requiring registration. The Communications Lead maintains registration status.
Lobbying limitations
As a 501(c)(3), MDplus has strict limits on lobbying activity. Any advocacy work must be reviewed by the Executive Director.
Unrelated business income
Revenue from activities not related to our exempt purpose may be taxable. Consult with the Treasurer before launching new revenue streams.
If you're unsure whether an activity complies with 501(c)(3) rules, ask the Executive Director or legal counsel before proceeding.