Online Lesson: Statement of Information

Lesson Title

Step 5: Filing Your Nonprofit Statement of Information

Lesson Overview

After forming your nonprofit and receiving your entity number from the Secretary of State, the next required step is filing your Statement of Information.

The Statement of Information is a mandatory document that keeps the state informed about your nonprofit’s key details, including leadership, addresses, and your agent for service of process. While the filing process varies slightly from state to state, the information required is generally the same nationwide.

In many states—including California—this document must be filed electronically through the Secretary of State’s website and includes a small filing fee.

Learning Objectives

By the end of this lesson, participants will be able to:

• Explain what a Statement of Information is
• Understand why the document is required
• Identify what information is included in the Statement of Information
• Know how and where to file the document

What Is a Statement of Information?

A Statement of Information is an official filing submitted to the Secretary of State that provides up-to-date information about your nonprofit organization.

This document allows the state to know:

• Who manages the nonprofit
• Where the nonprofit is located
• Who can legally receive documents on behalf of the organization

Failure to file this document can result in penalties, fines, or suspension of your nonprofit’s status.

When Is the Statement of Information Required?

• Filed after incorporation
• Required shortly after formation (timelines vary by state)
• Must be updated periodically (annually or biennially, depending on the state)

➡️ Important: Always check your state’s filing deadlines to remain in good standing.

Information Included in the Statement of Information

Although the form may look different depending on the state, the required information is generally the same:

• Corporation Name
• Entity Number (issued by the Secretary of State)
• Street Address of Principal Office
• Mailing Address of the Corporation
• Officers of the Corporation (such as President, Secretary, Treasurer)
• Agent for Service of Process
• Signature and Date

This information ensures transparency and accountability for your nonprofit organization.

How to File the Statement of Information

• Filed electronically through your state’s Secretary of State website
• A small processing fee is required at the time of filing
• Confirmation is typically provided immediately or shortly after submission

📌 In California, electronic filing is mandatory.

Key Takeaways

• The Statement of Information is a required filing for all nonprofits
• It keeps the state updated on your nonprofit’s leadership and contact details
• It must be filed electronically in many states
• A small filing fee applies
• Failure to file can lead to penalties or suspension

Next Step

Once your Statement of Information is filed, your nonprofit is one step closer to being fully compliant and ready to move forward with:

• Opening bank accounts
• Applying for grants
• Maintaining good standing with the state