Compliance check-up for a young San Francisco 501(c)(3)

We are a young San Francisco 501(c)(3) (addiction recovery and family support). In one hour, help us sanity-check our understanding of our compliance obligations: (1) our federal, California, and San Francisco filings and registrations — which ones apply to us (IRS Form 990 series, CA FTB Form 199, CA Attorney General Registry CT-1/RRF-1, SF business registration), and when each is due; (2) which governance documents we are required to have in place — such as bylaws, a conflict-of-interest policy, board records, and donor acknowledgment letters; and (3) any gaps or deadlines we should know about. We are asking only to confirm what is required — reviewing or improving the documents themselves can be its own project once we know what's missing.

Organization Mission

At BADD (Brothers Against Drug Deaths), our mission is to advocate for those battling addiction and mental illness, particularly within Black and underserved communities. Inspired by the life and struggle of Theris Lee “TC” Coats II, we are committed to breaking the cycle of drug-related deaths by expanding access to treatment, support, and policy reform that prioritizes recovery over incarceration. We believe in dignity, healing, and second chances, and we work to: Provide education, resources, and advocacy to prevent drug-related deaths Promote mental health awareness and access to culturally competent care Support families navigating the complexities of addiction and mental illness Challenge systemic failures that deny people the help they need Bridge the gap between incarceration and recovery by connecting individuals reentering society with critical reentry services—including housing, employment, addiction treatment, and mental health care Partner with community organizations and justice system stakeholders to create pathways of support and opportunity for returning citizens.