Would love your insight as to whether the board needs to officially vote to put our financials on our profile or what the best practice is among Gold and Platinum levels.
Good Morning Ali,
Thank you for contacting GuideStar.
GuideStar does not require organization's to get Board approval to upload their financial information to their GuideStar profile, that would be up to each individual organization. GuideStar receives 990s directly from the IRS. We take the Form 990 images, convert them to PDF's, and upload them onto our site. It takes approximately two months after an organization files its 990 with the IRS for the 990 to appear on GuideStar.
Under the Silver level, organization's can upload their Audited Financial Statement OR manually fill in Fiscal Year, Revenue Expenses, Expenses, and Assets & Liabilities. I'm including a link that includes information and instructions to assist you with updating your organization's profile to achieve the Bronze, Silver, Gold and Platinum level: How To Earn Your 2018 Seal of Transparency
Hope this helps. Please let me know if you need any further assistance.
Community Support Specialist
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