CHAPTER BOARD DOCUMENTS
Below are important links to forms to fill in and post in your county pages to keep up with monthly reports and paperwork. This page will allow us to add more links as they become necessary. Again, your county pages will allow members to upload their Minutes, Agendas, and other important forms.
MISSION STATEMENT: TO ADVOCATE FOR THE ISSUES THAT MAKE AMERICA , CALIFORNIA, AND OUR COMMUNITIES GREAT AGAIN.
These instructions are for the General Membership Meeting, and a Board Meeting (whichever is being held).
- VIDEO: WHAT IS A 501(c) 4 (Must watch by all Chapter Volunteers): WASHINGTON POST NEWS “What is a 501(c)4? A 501(c)4 is a “political organization”, however their primary function is based on ISSUE ADVOCACY, and not working with a campaign or committee. “A Social Welfare nonprofit’s primary focus is to improve the communities good, and as a secondary purpose is allowed to spend money to elect of defeat a candidate or ballot initiative and lobbying.”
- AGENDA TEMPLATE: AGENDA TEMPLATE (send out as soon as possible, at least 72 hours)
- MINUTES TEMPLATE: MINUTES Regular Meetings (Next Meeting Agenda APPROVES or AMENDS/APPROVALS previous Meeting Minutes. Minutes ARE NOT a newsletter!)
- Initial Membership Roster/Financials: Fill this out (found in existing Chapter Pages as a Google Sheet): Roster Template (submit to State Board Director to install in County Pages).
- VIDEO: How to Run a Board Meeting (Control time of each Agenda Item: Most motions can vote as simple as “Are there any objections? Being none, Motion Passes unanimously) President cannot make a motion, but may “entertain a motion” such as by saying, “Is there a Motion to……. is there a second. Great Any discussion on the Motion?” (only one discussion at a time: WATCH TIME).
- VIDEO: How to Run A Board Meeting (2) (notice: add “Committee Reports” to Agenda if you have your “Issue Coalitions” formed, or use it under ‘Officers Reports”)
- VIDEO: MAKING MOTIONS
STATE BOARD DOCUMENTS:
- STATE BYLAWS
- STATE ARTICLES of INCORPORATION C3992501
- CA FPPC 401
- INSURANCE D&O
- IRS 1023
- SOS SI-100
- IRS 990
- FPPB Form 450/460 Filings
CALIFORNIA FAIR POLITICAL PRACTICES BOARD:
CA Government Code Section 84222. (a) For purposes of this title, “multipurpose organization” means an organization described in Sections 501(c)(3) to 501(c)(10), inclusive, of the Internal Revenue Code and that is exempt from taxation under Section 501(a) of the Internal Revenue Code, a federal or out-of-state political organization, a trade association, a professional association, a civic organization, a religious organization, a fraternal society, an educational institution, or any other association or group of persons acting in concert, that is operating for purposes other than making contributions or expenditures.”
(c) a multipurpose organization is a “recipient committee” within the meaning of subdivision (a) of Section 82013 only under one or more of the following circumstances:
(2) The multipurpose organization solicits and receives payments from donors…for the purpose of making contributions or expenditures.
(3) The multipurpose organization accepts payments from donors …subject to a condition, agreement, or understanding with the donor that all or a portion of the payments may be used for making contributions or expenditures.
(4) The multipurpose organization has existing funds from a donor and a subsequent agreement or understanding is reached with the donor that all or a portion of the funds may be used for making contributions or expenditures…
(5) The multipurpose organization makes contributions or expenditures totaling more than fifty thousand dollars ($50,000) in a period of 12 months or more than one hundred thousand dollars ($100,000) in a period of four consecutive calendar years.
(A) A multipurpose organization shall not qualify as a committee …if the multipurpose organization makes contributions or expenditures using only available nondonor funds (“nondonor funds” means income earned from providing goods, services, or …other receipts that are not donations). A multipurpose organization that makes contributions or expenditures with nondonor funds shall briefly describe the source of the funds used on its major donor or independent expenditure report.
CLICK THIS LINK to read the rules of our MPO
–Summary: We are a “multipurpose organization” as all 501C’s are, however we are not soliciting or receiving payments as a “recipient” or “expenditure” committee. We are focused ONLY on our primary function on advocating for the issues that Make America (and thus CA and our local communities) Great Again.
ADDED 7/2017: Converting to a Ballot Measure Committee: Link
EDUCATION ON OUR NONPROFIT:
- VIDEO LEARNING: Election Year Activity (1:28)
- VIDEO LEARNING: Election Attorney’s on 501(c)4: “Political Activity of a 501(c)4 (1.5hrs)”
- “PRIMARY PURPOSE” Grassroots lobbying groups that are for the public good and general welfare
- Required to tell donors, “Donations are not tax-deductible”
- Permitted to engage in limited amount of political activities, as long as primary expenditures are for non-political purposes. Issues and driving policy is their focus.
- Ads advocating for a candidate exceeding over $10,000 a year requires disclosing donors who spent over $1000 year.
- “Political activity” (40:45) defined (Bright Lines Project): “endorsement of a candidate, political party, or PAC; contributing, or setting up a “litmus test” (standard) for an endorsement you are engaged in a political activity” (thus in violation of a (c)3.)- note this is why we are NOT a (C)3, and being a GOP Charter is NOT our primary function: It is the advocacy of our MAGA issues.
- Safe Harbor: Advocacy on CURRENT Issues (grassroots lobbying); non-partisan voter education; Response to Issues (i.e. MAGA agenda); Public speech not given permission to promote a cause is also protected.
3.(FINANCES) VIDEO LEARNING: Election-Year Activity: How Your Nonprofit Can Be Active in the Political World
BENEFITS OF (C)4:
Reporting of Donors: Not public
Partisan (GOP Charter) Activity ok: Secondary
Corporate Contribution limited in CA
Support and “independent expenditures” includes call banks and precinct walking.
WE CANNOT ALLOW ANY COORDINATION WITH ANY CAMPAIGN OR COMMITTEE
Develop a “FIREWALL“: Requests, Suggestions, Discussions, working with a Common Vendor, or follow a Former Employee (120 days cool-off period).
If forming an “Independent Expenditures” Committee keep leaders separate