Fiscal Sponsor OS — early access

The operating layer for fiscal sponsorship

One place for the sponsor's filing calendar and the sponsored project's activity. Sponsored projects record what actually happened; the sponsor rolls it up into workpapers and filing packets — federal and state — ready for officer and CPA authorization.

Request a demo Open Fiscal Sponsor OS Sponsored project? Request a demo

Fiscal Sponsor OS uses a different login from Grant Ops. Same company, not the same session.

Important legal disclaimer

NGO Analytics prepares workpapers and filing packets. It is not a substitute for a CPA or return preparer and is not tax or legal advice. E-file happens only after an officer (and typically a CPA/ERO) authorizes. We do not claim to file your taxes.

Two sides, one system of record

Fiscal sponsorship is a two-sided relationship, so the product is built around both parties — and it still works if a project isn't on the platform.

The 501(c)(3) fiscal sponsor

Holds the EIN and legal responsibility for filings. Reviews activity submitted by sponsored projects, rolls it up into the sponsor's books, and prepares the annual filing packet — Form 990/990-EZ/990-N, state returns, and supporting workpapers — for officer and CPA/ERO authorization.

Off-platform seekers

Not under a sponsor yet, or working outside the platform? You can still record a sponsor name and EIN on a project so the paperwork trail — and who is responsible for what — is documented from day one.

The federal calendar, explained

What a sponsor is on the hook for each year — tracked, prepared as workpapers, and packaged for authorized e-filing. Due dates are shown for the year in effect at the time of filing.

Annual information return

Form 990, 990-EZ, or 990-N (e-Postcard), depending on gross receipts and assets. Due the 15th day of the 5th month after fiscal year end. We prepare the workpapers and the filing packet; an authorized officer signs.

Extensions — Form 8868

Automatic extension for the annual return. We track the deadline and prepare the 8868, then the amended timeline that follows it.

E-file signature — Form 8879-TE

Exempt organization e-file signature authorization. The return is transmitted only after an officer (and typically a CPA/ERO) has authorized — we do not claim to file your taxes.

UBIT — Forms 990-T / 990-W

If the organization has unrelated business taxable income, Form 990-T applies (with Form 990-W used to compute estimated tax). We flag likely UBIT triggers from recorded activity and prepare the workpapers.

Payroll outputs — W-2/W-3 and 1099 via IRIS

Wage and contractor filings, including 1099 e-filing through the IRS IRIS portal. Quarterly Form 941 reminders keep employment-tax deadlines visible — Fiscal Sponsor OS is not a payroll engine and does not run your payroll.

Single Audit (2 CFR 200 Subpart F)

Required when federal expenditures meet the threshold in effect for the fiscal year. We track the year-in-effect threshold, identify the trigger, and assemble the SEFA and auditor-ready workpapers.

50-state + DC registration index

We maintain rules and filing packets for all 50 states plus DC — charitable solicitation registration, state exempt-org / attorney general annual reports, SOS entity reports, and employer withholding / SUTA where the organization has employees. E-filing is supported per state where an official transmitter exists; we do not claim to e-file every state.

Form numbers and due dates change — always confirm them for the year in effect before filing. Some states do not require general charitable registration (DE, ID, IN, IA, MT, NE, SD, VT); those organizations may still have SOS entity and employer filing obligations.

Jurisdiction	General charitable solicitation registration	Key filings
Alabama	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Alaska	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Arizona	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Arkansas	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
California	Required	AG charitable registration (RRF-1) + FTB Form 199 + SOS Statement of Information Plus SOS entity report, and employer withholding / SUTA if there are employees.
Colorado	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Connecticut	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Delaware	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
District of Columbia	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Florida	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Georgia	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Hawaii	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Idaho	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Illinois	Required	AG AG990-IL annual report Plus SOS entity report, and employer withholding / SUTA if there are employees.
Indiana	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Iowa	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Kansas	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Kentucky	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Louisiana	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Maine	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Maryland	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Massachusetts	Required	AG Form PC annual report Plus SOS entity report, and employer withholding / SUTA if there are employees.
Michigan	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Minnesota	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Mississippi	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Missouri	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Montana	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Nebraska	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Nevada	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
New Hampshire	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
New Jersey	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
New Mexico	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
New York	Required	AG CHAR500 + biennial SOS statement Plus SOS entity report, and employer withholding / SUTA if there are employees.
North Carolina	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
North Dakota	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Ohio	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Oklahoma	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Oregon	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Pennsylvania	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Rhode Island	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
South Carolina	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
South Dakota	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Tennessee	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Texas	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Utah	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Vermont	No general registration	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Virginia	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Washington	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
West Virginia	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Wisconsin	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.
Wyoming	Required	Charitable solicitation registration and AG annual filing — confirm the current form and due date for the year in effect.

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NGO Analytics is two products under one brand — Grant Ops, the grantseeker operating system, and Fiscal Sponsor OS. Two products. Two logins — same company, not the same session.

What we tell funders and boards

Same terms as the signed DPA and order form. See subprocessors.

Customer content is not used to train NGO Analytics or any third-party model.
No new AI vendor without updating /subprocessors.
Optional LLM only under an API agreement that prohibits training and uses zero data retention where the vendor offers it.
Consumer ChatGPT / Claude.ai are not subprocessors.