Document Vault
The compliance and financial documents funders attach to nearly every application, with expiration tracking and reuse across applications.
Documents tracked
16
Across five categories
Current and usable
10
Attachable today
Expiring or outdated
3
Refresh before the next deadline
Missing entirely
1
Blocks at least one application
Filter documents
16 shown
Legal and Compliance
4 documents
IRS determination letter
Issued 2009 · owner Priya Raman
Expires
No expiration
Last reviewed
Nov 2, 1969
Permanent document; scanned copy stored with the corporate records.
W-9
Signed FY2026 · owner Priya Raman
Expires
No expiration
Last reviewed
Dec 12, 1969
Certificate of insurance
Policy year 2026 · owner Priya Raman
Expires
Feb 11, 1970
Last reviewed
Dec 22, 1969
Expiring soon — resolve before attaching to an application.
Renewal quote received from the broker; needs board treasurer sign-off.
Nondiscrimination policy
Adopted 2021 · owner Dana Whitfield
Expires
No expiration
Last reviewed
Oct 13, 1969
Financial
4 documents
Audited financial statements
FY2025 · owner Priya Raman
Expires
Jan 25, 1970
Last reviewed
Dec 18, 1969
Expiring soon — resolve before attaching to an application.
FY2026 audit fieldwork is complete; final statements expected within three weeks.
IRS Form 990
FY2025 · owner Priya Raman
Expires
No expiration
Last reviewed
Nov 22, 1969
Organizational budget
FY2026 · owner Priya Raman
Expires
No expiration
Last reviewed
Dec 2, 1969
Single audit statement
FY2025 · owner Priya Raman
Expires
No expiration
Last reviewed
—
Missing — resolve before attaching to an application.
Required by the state grant; auditor must issue an exemption statement since federal pass-through is under $750,000.
Governance
3 documents
Board of directors roster
Current term · owner Dana Whitfield
Expires
No expiration
Last reviewed
Sep 28, 1969
Needs review — resolve before attaching to an application.
Two new members seated last month and are not yet reflected.
Conflict of interest policy
Adopted 2022 · owner Dana Whitfield
Expires
No expiration
Last reviewed
Oct 23, 1969
One board member disclosure is outstanding.
Strategic plan
2023-2026 · owner Dana Whitfield
Expires
May 1, 1970
Last reviewed
Jun 15, 1969
Outdated — resolve before attaching to an application.
Planning retreat scheduled; Bellweather application needs at least a refreshed timeline page.
Program and Impact
3 documents
Logic model — Rise After School
FY2026 · owner Dr. Elaine Cordero
Expires
No expiration
Last reviewed
Dec 10, 1969
Evaluation plan
FY2026 · owner Dr. Elaine Cordero
Expires
No expiration
Last reviewed
Aug 24, 1969
Needs review — resolve before attaching to an application.
Still on last year's template; must reference the unified data system.
MOU — Riverbend Public Schools
2025-2027 · owner Tasha Boone
Expires
Oct 28, 1970
Last reviewed
Nov 12, 1969
Documents in-kind site space that may count toward the state match requirement.
Leadership and Staffing
2 documents
Staff roster and job descriptions
FY2026 · owner Dana Whitfield
Expires
No expiration
Last reviewed
Dec 7, 1969
Leadership bios
FY2026 · owner Marcus Ellery
Expires
No expiration
Last reviewed
Nov 29, 1969