TOSDV Schedule of Legal Filings and
Required Updates(Deliverables)
| Deliverable Name/Item | Owner | Recipient | Delivery Basis | Expected Delivery Date | Requirements and Particulars | Output |
| IRS-990/990-EZ Form | TOSDV Treasurer | US Government, Internal Revenue Service | 15th Day of the 5th Month after Financial Year-End of Organization | 15-May of each year after December 31 closing of previous year. | Use TOSDV data | Completed 990 or 990-EZ form sent to IRS on or before Due Date
|
| Commonwealth of Pennsylvania Annual Update | TOSDV President, Vice-President, or Treasurer | Pennsylvania Department of State | 30-Jun of each calendar year, beginning in 2025 |
30-June of Each Calendar Year
|
Use TOSDV data
|
Online, Annual Update Filing of all Corporate Entities.
|
| Commonwealth of Pennsylvania Annual BCO form submissions | TOSDV President, Vice-President, and Treasurer | Pennsylvania Department of State | 15th of the 11th Month after the end of each fiscal year. |
15-Nov of Each Calendar Year
|
Use TOSDV data
|
Pennsylvania Charitable Registration BCO-10, BCO-23 Forms. Via USPS or Online.
|
| Commonwealth of Pennsylvania By-Laws Updates | TOSDV President, Vice-President, or Treasurer | Pennsylvania Department of State | Whenever TOSDV Constitution & By-Laws are Updated | 31-Dec of Calendar Year after Update
|
Use TOSDV Constitution & By-Laws
|
Updated Constitution & By-Laws received by PA Department of State
|
| American Theatre Organ Society (ATOS) Quarterly Endowment Report | TOSDV President or Vice-President | ATOS Endowment Chair | Quarterly | 31-Mar, 30-Jun, 30-Sep, 31-Dec for each year an ATOS Endowment Grant is “Live”
|
Use ATOS-Supplied Form
|
ATOS-Supplied form filled out and transmitted to ATOS Endowment Chair on or before Due Date.
|
| Elections for Theatre Organ Society of the Delaware Valley (TOSDV) Board of Directors | TOSDV BoD, Nomination Committee | TOSDV Membership | Annual | Begin in August, Due in October of each Calendar Year
|
Physical Mail, with Confirmation
|
TOSDV BoD Nominations sent to TOSDV members who are eligible to vote for TOSDV Directors.
|
| Annual Meeting, Theatre Organ Society of the Delaware Valley (TOSDV) | TOSDV-BoD | TOSDV Membership | Annual | November of Each Calendar Year
|
Physical meeting, allowing virtual attendence
|
TOSDV Annual Meeting
|
| Annual Budget, Theatre Organ Society of the Delaware Valley (TOSDV) | TOSDV-BoD | TOSDV Membership | Annual | November of Each Calendar Year
|
Use Spreadsheet, Deliver as part of Annual Meeting
|
Annual Proposed Budget for Following Year.
|
| Update American Theatre Organ Society (ATOS) on Current TOSDV Executives | TOSDV President, Vice-President, Secretary, or Treasurer | ATOS BoD, ATOS Web Site Administrator | Annual | 30-Nov of each Calendar Year
|
E-mail, with Confirmation
|
E-mail response and follow-through on ATOS-National Web Site.
|
| Membership Renewals and new member processing, Theatre Organ Society of the Delaware Valley (TOSDV) Membership | TOSDV Secretary, Treasurer | TOSDV Membership | Annual and Ongoing | Renewals in November or December of each Calendar Year. Follow-up for non-renewals
|
Physical mail or forms, with dues payment.
|
Membership list updated on a continuing basis.
|
| American Theatre Organ Society (ATOS) Annual ASCAP Report | TOSDV President, Vice-President, or Treasurer | ATOS President or Endowment Chair | Annual | 31-Dec of each Calendar Year
|
Use ATOS-Supplied Form
|
ATOS-Supplied form filled out and transmitted to ATOS Endowment Chair on or before Due Date.
|
| Annual Audit, Theatre Organ Society of the Delaware Valley (TOSDV) | TOSDV-BoD | TOSDV Membership | Annual | January of Each Calendar Year
|
Physical and Financial Inspection
|
Written Report with Sign-offs
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