/Nonprofit Compliance by State/Massachusetts
NONPROFIT COMPLIANCE

Massachusetts

Last source check July 20, 2026

This guide organizes 57 Massachusetts nonprofit compliance facts supported by 62 official sources. 9 entries are currently marked Verification in Progress.

57 facts · 48 source verified · 9 in progress · 62 official sources

On this page

At a Glance

Requirement Requirement status Fee Deadline Research status
Formation filing Required $35 — Articles of Organization filing fee See full requirement SOURCE VERIFIED
Minimum directors Required See full requirement SOURCE VERIFIED
Registered agent Required $10 — Certificate of Appointment of Resident Agent At organization and whenever the clerk or resident agent changes. SOURCE VERIFIED
Periodic report Required $15 — Domestic nonprofit annual report Annually on or before November 1. SOURCE VERIFIED
Charitable registration Required $100 — Initial registration fee (except fee treatment may differ for designated veterans charitable organizations) See full requirement SOURCE VERIFIED
Corporate income-tax exemption Automatic See full requirement SOURCE VERIFIED
Sales-tax purchasing treatment Application required Before claiming exempt purchases. SOURCE VERIFIED
Taxable nonprofit sales Conditional Register before making taxable sales; returns are due at the frequency assigned by DOR. SOURCE VERIFIED
Property-tax exemption Application required Claim exemption under the local process and file the annual property return (State Tax Form 3ABC). SOURCE VERIFIED
Workers' compensation Required Before an employee begins covered work; continuous thereafter. SOURCE VERIFIED
Unemployment or reemployment tax Conditional Promptly when the threshold is met and before required wage/contribution reporting. SOURCE VERIFIED

Compliance Timeline

Annual or periodic
Conditional or event-triggered

Formation

Form a Massachusetts nonprofit by filing Chapter 180 Articles of Organization
SOURCE VERIFIED
Required

File Articles of Organization with the Secretary of the Commonwealth to form an ordinary Massachusetts charitable, educational, religious, civic, or other purpose nonprofit authorized by Chapter 180. Corporate existence begins when the articles become effective. The current state form captures the name, purposes, principal office, directors/officers, fiscal year, incorporators, and additional provisions. A delayed effective date may be stated, but current instructions limit the delay to no more than 30 days after filing.

Deadline
Before acting as a Massachusetts nonprofit corporation. A delayed effective date may be stated, but current instructions limit the delay to no more than 30 days after filing.
Fee
  • $35 (one time) — Articles of Organization filing fee
  • $6 (one time) — Electronic/fax surcharge on a $35 filing in the current $25–$84.99 surcharge tier
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
One time

Applies to: Founders creating an ordinary Massachusetts nonprofit corporation for charitable, educational, religious, civic, or another purpose authorized by Chapter 180.

Exceptions
  • Formation is separate from EIN issuance, IRS §501(c)(3) recognition, Attorney General registration, sales-tax exemption, and local property-tax exemption.
  • Defective articles may be rejected before corporate existence begins.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 4 more

View official sources (5)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceNon-Profit Corporation Forms
Statute / formChapter 180 formation forms and filing channels
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceArticles of Organization
Statute / formRequired fields, effective-date, and signature sections
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formChapter 180 filing fee and surcharge tiers
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 3
Statute / form§3
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 4
Statute / form§4
Accessed2026-07-20

Governance

Maintain at least one director or director-equivalent officers and the required officer functions
SOURCE VERIFIED
Required

Massachusetts does not impose a universal three-director minimum on an ordinary Chapter 180 corporation. Maintain at least one director, or officers with the powers of directors, and maintain the president, treasurer, and clerk functions or their statutory equivalents. The Chapter 180 annual-report form requires reporting the president, treasurer, clerk/secretary, and at least one director or officers with director powers, and instructs filers that one person may hold all listed positions where allowed.

Deadline
Establish the board and officers during organization and maintain the required positions continuously.

Applies to: Ordinary Chapter 180 corporations unless a special statute or the articles lawfully require more.

Exceptions
  • Federal grantors, accreditation bodies, tax-exemption standards, or the organization's own articles/bylaws may require more directors or independence.
Limitations
  • This baseline can be increased by governing documents, funders, or specific programs — it is not a ceiling.

Massachusetts does not require three directors for an ordinary Chapter 180 corporation — the statutory baseline is one director or director-equivalent officers, though funders, grants, or the organization's own bylaws may require more.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6A
Statute / form§6A
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceChapter 180 Non-Profit Corporation Annual Report
Statute / formOfficer/director reporting fields and instructions
Accessed2026-07-20

Registered Agent

Use a Massachusetts-resident clerk or appoint a Massachusetts resident agent for service
SOURCE VERIFIED
Required

The clerk must be a Massachusetts resident unless the corporation appoints a resident agent in Massachusetts upon whom legal process may be served. File the Certificate of Appointment of Resident Agent ($10) if using the resident-agent alternative.

Deadline
At organization and whenever the clerk or resident agent changes.
Fee
$10 (one time) — Certificate of Appointment of Resident Agent
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A Chapter 180 corporation whose clerk is not a Massachusetts resident.

Exceptions
  • A Massachusetts-resident clerk satisfies the rule without a separate resident agent.
Limitations
  • Failure to maintain either a Massachusetts-resident clerk or a duly appointed resident agent may result in a statutory forfeiture of up to $500 — this is possible, not automatic.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6A
Statute / form§6A
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 10C
Statute / form§10C
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCertificate of Appointment of Resident Agent
Statute / formService-of-process function and $10 fee
Accessed2026-07-20

Corporate Reports

File the domestic nonprofit annual report by November 1
SOURCE VERIFIED
Required

Submit the Chapter 180 nonprofit annual report stating the corporation's name, principal office, date of last annual meeting, and current officers/directors and term expirations. This filing is separate from the Attorney General's Form PC.

Deadline
Annually on or before November 1.
Fee
  • $15 (annual) — Domestic nonprofit annual report
  • $3.5 (annual) — Electronic/fax surcharge in the current $15–$24.99 tier
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Annual

Applies to: Domestic Chapter 180 corporations subject to M.G.L. c. 180, §26A.

Exceptions
  • Section 26A contains specific exemptions, including certain religious corporations and other listed entities; do not generalize the exemption.
Forms

This November 1 filing is entity maintenance with the Secretary of the Commonwealth — it is separate from, and does not satisfy, the Attorney General's annual Form PC.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 26A
Statute / form§26A
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceChapter 180 Non-Profit Corporation Annual Report
Statute / formRequired fields and due date
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formAnnual report fee and surcharge
Accessed2026-07-20

Charitable Solicitation

Register the charity with the Attorney General through the Charity Portal
SOURCE VERIFIED
Required

Submit initial registration through the AGO Charity Portal with organizing documents, bylaws, EIN, IRS determination letter if available, financial materials, and other requested documents. The AGO assigns an account number after registration.

Deadline
Before conducting covered charitable operations/solicitation in Massachusetts; solicitation authorization is a separate step.
Fee
$100 (one time) — Initial registration fee (except fee treatment may differ for designated veterans charitable organizations)
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
One time

Applies to: A charitable organization organized, operating, or raising funds in Massachusetts, including many out-of-state charities, unless a statutory exemption applies.

Exceptions
  • Religious and qualifying small organizations can be exempt under M.G.L. c. 68, §20.
  • Private foundations and foreign charities have specialized attachments/periods.
Forms
  • Charity Registration eForm — primary

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 3 more

View official sources (4)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceOnline Charity Filing Portal
Statute / formOnline-only registration workflow
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formWho registers; account number; registration fee
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceNon-Profit Organizations/Public Charities Forms
Statute / formCharity Registration eForm listing
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 19
Statute / form§19
Accessed2026-07-20
File Form PC 4 months and 15 days after fiscal-year end
SOURCE VERIFIED
Required

File the annual Form PC with the required IRS return, schedules, and financial statements. Complete solicitation information if the charity solicits. A compliant charity may request/receive an extension of up to six months per current portal guidance.

Deadline
Four months and 15 days after the close of the fiscal year.
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: Registered public charities conducting business in Massachusetts, subject to statutory exemptions and specialized final filings.

Exceptions
  • A compliant charity may request/receive an extension; the portal guidance describes an extension of up to six months.
  • Final Form PC-F is different.
Forms

Form PC is Attorney General charity reporting — it is separate from, and due on a different schedule than, the Secretary's November 1 domestic annual report.

Last verified: 2026-07-20

Official sources: Office of the Attorney General and 2 more

View official sources (3)
AgencyOffice of the Attorney General
SourceForm PC — Non-Profit Organizations Conducting Business in Massachusetts
Statute / formAnnual filing requirement
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceOnline Charity Filing Portal
Statute / formExtension guidance
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formForm PC filing questions
Accessed2026-07-20

State Income and Franchise Tax

Treat federal exempt status as the basis for Massachusetts corporate-excise exemption, but tax unrelated business income
SOURCE VERIFIED
Automatic

Massachusetts exempts qualifying federally exempt corporations from the ordinary property/net-worth and minimum corporate excise measures, but subjects unrelated business taxable income to the income measure.

Deadline
Exempt treatment applies while federal qualification is valid; UBIT filing is triggered by the applicable federal gross-income threshold.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Annual

Applies to: A corporation exempt under IRC §501 that is otherwise within the Massachusetts corporate-excise framework.

Exceptions
  • Sales-tax exemption requires ST-2; local property-tax exemption requires local approval; neither is created by corporate-excise treatment.
Forms
  • Form M-990T — unrelated business income return

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 63, Section 38Y
Statute / form§38Y
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
Source830 CMR 63.38T.1: Taxation of Unrelated Business Income of Exempt Organizations
Statute / form830 CMR 63.38T.1
Accessed2026-07-20

Unrelated Business Income

File Form M-990T when federal unrelated-business gross income is $1,000 or more
SOURCE VERIFIED
Conditional

File Massachusetts Form M-990T and attach/derive the required federal information. The regulation uses the federal $1,000 gross-income filing trigger, including a zero-taxable-income result.

Deadline
Use the tax-year-specific DOR due-date calendar; the exact general formula is flagged separately in the Form M-990T deadline fact.
Fee
$0 (annual) — No filing fee (tax, estimated payments, penalties, and interest may apply)
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Annual

Applies to: A federally exempt corporation with gross income from an unrelated trade or business of at least $1,000.

Conditions
  • Triggers once federal unrelated-business gross income reaches $1,000 or more, including a zero-taxable-income result.
Exceptions
  • Exempt trusts and unincorporated associations use Form M-990T-62 under Chapter 62 rather than corporate Form M-990T.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
Source830 CMR 63.38T.1: Taxation of Unrelated Business Income of Exempt Organizations
Statute / form$1,000 gross-income filing trigger
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
Source2025 Form M-990T Instructions
Statute / formFiling and correct-return sections
Accessed2026-07-20

Sales and Use Tax

Apply through MassTaxConnect for Form ST-2 sales-tax exemption
SOURCE VERIFIED
Application required

Register in MassTaxConnect and request sales-tax exemption. After approval, DOR issues Form ST-2, Certificate of Exemption.

Deadline
Before claiming exempt purchases.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
One time

Applies to: A qualifying §501(c)(3) seeking exemption on purchases used for its exempt purposes.

Exceptions
  • Federal recognition alone does not let the organization skip the Massachusetts ST-2 process for vendor documentation.
Forms
  • Form ST-2, Certificate of Exemption — primary

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceRegister Your Business with MassTaxConnect
Statute / formRegistration and ST-2 issuance
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceAP 101: Organizations Exempt From Sales Tax
Statute / formExemption process
Accessed2026-07-20
Register as a vendor, collect tax, and file returns for regular taxable sales
SOURCE VERIFIED
Conditional

Register in MassTaxConnect as a vendor, collect Massachusetts sales tax, file assigned returns, and remit tax. File zero returns while the account remains open if DOR requires a return for the period. A purchase exemption does not exempt the nonprofit's own taxable sales.

Deadline
Register before making taxable sales; returns are due at the frequency assigned by DOR.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
As needed

Applies to: A nonprofit regularly selling taxable tangible personal property, meals, admissions, or taxable services outside an exemption.

Exceptions
  • Purchase exemption does not exempt the nonprofit's sales.
  • Particular meals, admissions, and online sales require product/activity analysis.

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceSales and Use Tax
Statute / formVendor registration, collection, and filing
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRegister Your Business with MassTaxConnect
Statute / formVendor registration channel
Accessed2026-07-20

Property Tax

Apply to the local assessors for charitable real and personal property exemption
SOURCE VERIFIED
Application required

Federal §501(c)(3) status does not automatically exempt property. The organization must satisfy the ownership, organization, occupation, and charitable-use tests, and the local board of assessors decides the exemption. Mixed or noncharitable use can be taxable in whole or part.

Deadline
Claim exemption under the local process and file the annual property return (State Tax Form 3ABC).
Filing agency
Local Board of Assessors (varies by municipality)
Frequency
As needed

Applies to: A charitable organization owning and occupying property for qualifying charitable purposes in Massachusetts.

Exceptions
  • Leased property, property held for future use, incidental commercial use, and partial occupancy require fact-specific analysis.
Limitations
  • The exemption is a local statutory privilege, not automatic — local assessors decide the application on the facts.
Forms
  • Local charitable property-tax exemption application (1-B-3 (commonly)) — primary

Local assessors decide this exemption on the facts — federal §501(c)(3) recognition alone does not make property tax-exempt.

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue, Division of Local Services and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue, Division of Local Services
SourceCharitable Property Exemptions in Massachusetts
Statute / formOwnership/organization/occupation/use tests
Accessed2026-07-20
AgencyMassachusetts Department of Revenue, Division of Local Services
SourceState Tax Form 3ABC
Statute / formExemption-linked annual return
Accessed2026-07-20

Financial Reporting and Audits

Attach an independent CPA audit when gross support and revenue is greater than $1,000,000
SOURCE VERIFIED
Conditional

Submit audited financial statements prepared by an independent certified public accountant. The threshold is strictly greater than $1,000,000; exactly $1,000,000 falls in the review band instead of the audit band.

Deadline
With the Form PC due four months and 15 days after fiscal-year end, including any valid extension.
Fee
$0 (annual) — No AGO fee beyond the Form PC tier (CPA audit cost is private and variable)
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A public charity filing Form PC for a fiscal year with gross support and revenue over $1,000,000.

Conditions
  • Triggers only once gross support and revenue exceeds $1,000,000.
Exceptions
  • Federal Single Audit, UFR, grant, and licensing requirements are separate and may impose other thresholds or content.
Forms
  • Form PC attachments — independent CPA audit — attachment

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 2 more

View official sources (3)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceAudits and Reviews for Charitable Organizations
Statute / formCurrent audit threshold
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 12, Section 8F
Statute / form§8F, as amended 2024-11-20
Accessed2026-07-20
AgencyOffice of the Attorney General
SourceForm PC — Non-Profit Organizations Conducting Business in Massachusetts
Statute / formFinancial-statement attachment fields
Accessed2026-07-20

Employment

Register for unemployment insurance when the employer meets the Massachusetts coverage threshold
SOURCE VERIFIED
Conditional

Register with DUA when the organization has one or more employees working at least one day in each of 13 weeks in a calendar year, or pays $1,500 or more in wages in a calendar quarter, subject to nonprofit and service exclusions.

Deadline
Promptly when the threshold is met and before required wage/contribution reporting.
Filing agency
Massachusetts Department of Unemployment Assistance (DUA)
Frequency
Event triggered

Applies to: A nonprofit with workers in Massachusetts that meets the statutory employer threshold.

Conditions
  • Triggers when one or more employees work at least one day in each of 13 weeks in a calendar year.
  • Alternatively triggers when the employer pays $1,500 or more in wages in a calendar quarter.
Exceptions
  • Certain services for religious organizations, students, ministers, and other excluded categories require statutory review.
  • Worker classification is fact-specific.

Last verified: 2026-07-20

Official sources: Massachusetts Department of Unemployment Assistance and 1 more

View official sources (2)
AgencyMassachusetts Department of Unemployment Assistance
SourceEmployer Contributions to Unemployment
Statute / formEmployer threshold
Accessed2026-07-20
AgencyMassachusetts General Court
SourceMassachusetts General Laws Chapter 151A
Statute / formChapter 151A
Accessed2026-07-20
Carry workers' compensation insurance for employees unless a narrow statutory exception applies
SOURCE VERIFIED
Required

Massachusetts employers generally must maintain workers' compensation coverage for employees. Obtain coverage before employment begins and post required proof. Corporate officers and volunteers require fact-specific treatment; calling a worker a volunteer or contractor does not control.

Deadline
Before an employee begins covered work; continuous thereafter.
Filing agency
Massachusetts Department of Industrial Accidents (DIA)

Applies to: Massachusetts nonprofit employers with employees.

Exceptions
  • True volunteers may be outside employee coverage in limited circumstances.
  • Government and special employment arrangements can differ.

Last verified: 2026-07-20

Official source: Massachusetts Department of Industrial Accidents — Workers' Compensation for Employers

View official source
AgencyMassachusetts Department of Industrial Accidents
SourceWorkers' Compensation for Employers
Statute / formGeneral coverage mandate and enforcement
Accessed2026-07-20

State-Specific Requirements

Choose a distinguishable name; reserve it optionally and file a local business certificate when using another name
SOURCE VERIFIED
Conditional

The legal name must not be the same as or misleadingly similar to a protected entity or reserved name. A name reservation is optional for 60 days and may be extended once for another 60 days. Using another business name can require a local business certificate in the city or town where business is conducted.

Deadline
Name compliance is tested at formation. Reserve before formation if desired. File the local business certificate before or when conducting business under the assumed name, per local procedure.
Fee
  • $30 (one time) — Name reservation (60 days)
  • $30 (one time) — One 60-day name-reservation extension
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A Chapter 180 corporation selecting its legal name, reserving a name before formation, or operating under a different public-facing name.

Exceptions
  • A reservation does not create trademark rights.
  • Statutory exceptions may eliminate the local business-certificate requirement for some names or activities.
Forms
  • Application for Reservation of Name — optional name reservation

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 1 more

View official sources (2)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceAbout Name Reservations
Statute / formName distinguishability, reservation period, and fee
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 110, Section 5
Statute / form§5
Accessed2026-07-20
Use at least one adult incorporator and disclose the required organizational information
SOURCE VERIFIED
Required

One or more persons of full age may act as incorporators. The Articles of Organization require incorporator signatures and identify the initial principal office, directors, president, treasurer, clerk, fiscal year, and other organizational information.

Deadline
At formation.
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
One time

Applies to: Every new domestic Chapter 180 corporation.

Exceptions
  • An incorporator need not remain a director or officer.
  • Specialized nonprofit types may have additional organizer qualifications.

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 1 more

View official sources (2)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceArticles of Organization
Statute / formIncorporator signature and organizational-information fields
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 3
Statute / form§3
Accessed2026-07-20
Treat addresses and officer/director information in corporate filings as public records
SOURCE VERIFIED
Required

Filed corporate documents and the data they contain are publicly searchable. Use accurate addresses suitable for public disclosure and avoid inserting sensitive personal information not required by the form.

Deadline
At each filing.
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
As needed

Applies to: Domestic and foreign nonprofits filing documents with the Corporations Division.

Exceptions
  • Public-record treatment does not eliminate statutory confidentiality rules for unrelated records.
  • A mailing or business address may be used only where the form/law permits.

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 2 more

View official sources (3)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceArticles of Organization
Statute / formPublic filing treatment
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 26A
Statute / form§26A
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceElectronic Certificates
Statute / formPublic certificate services
Accessed2026-07-20
Adopt bylaws and define member or nonmember governance, meetings, and written actions
SOURCE VERIFIED
Required

Adopt bylaws addressing membership, director/officer selection, meetings, notice, quorum, and records. Massachusetts allows member and nonmember structures. Chapter 180 permits corporate action at properly called meetings and, subject to the statute and governing documents, by written consent.

Deadline
At the organizational stage and before relying on governance procedures.

Applies to: Chapter 180 corporations.

Exceptions
  • Articles, special statutes, and membership rights can impose different approval standards.
  • Bylaws are not a substitute for filing an amendment when the articles must change.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6A
Statute / form§6A
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6D
Statute / form§6D
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 10C
Statute / form§10C
Accessed2026-07-20
Apply fiduciary standards and retain corporate and financial records
SOURCE VERIFIED
Required

Directors and officers must act in good faith, with the care of a person in a like position, and in a manner reasonably believed to be in the corporation's best interests. Maintain minutes, governing documents, and accurate financial/corporate records, and honor applicable member inspection rights.

Deadline
Continuous; produce records when a valid inspection right or agency request applies.
Fee
$0 (per filing) — No state filing fee for internal fiduciary and recordkeeping duties

Applies to: Directors, officers, and corporations organized under Chapter 180.

Exceptions
  • Reliance protections and statutory defenses may apply.
  • Public disclosure under Form PC and federal law is distinct from member inspection.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6C
Statute / form§6C
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 18
Statute / form§18
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceDissolving a Charity
Statute / formCharitable-asset stewardship context
Accessed2026-07-20
Include tax-exemption-compatible purpose and asset-dedication language; incorporation alone is not 501(c)(3) recognition
SOURCE VERIFIED
Conditional

The Chapter 180 form permits additional provisions, but state incorporation does not itself establish federal §501(c)(3) status or all Massachusetts tax exemptions. Include sufficiently limited charitable purposes and dissolution/asset-dedication language before filing exemption applications.

Deadline
Preferably at formation; otherwise amend before the relevant exemption application.
Fee
$15 (one time) — Articles of Amendment, if adding qualifying language after formation
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: Organizations intending to apply for federal §501(c)(3) recognition and Massachusetts tax benefits.

Exceptions
  • Exact clauses depend on intended §501(c)(3) classification, programs, private-foundation status, and asset restrictions.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 2 more

View official sources (3)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceArticles of Organization
Statute / formAdditional-provisions field
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceNon-Profit Corporation Forms
Statute / formFormation-to-tax-status separation
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRegister Your Business with MassTaxConnect
Statute / formExemption-application prerequisites
Accessed2026-07-20
File Articles of Amendment or Restated Articles when the public charter changes
SOURCE VERIFIED
Conditional

Obtain the approval required by Chapter 180 and the governing documents, then file Articles of Amendment. Restated Articles may consolidate the current charter.

Deadline
Before treating the charter change as effective.
Fee
  • $15 (one time) — Articles of Amendment
  • $35 (one time) — Restated Articles of Organization
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A domestic Chapter 180 corporation changing its name, purposes, or other permanent articles provisions, or consolidating its charter.

Exceptions
  • Internal officer/director or address changes may use change forms or the annual report rather than articles amendments.
Forms
  • Articles of Amendment — amendment
  • Restated Articles of Organization — restatement

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 2 more

View official sources (3)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceNon-Profit Corporation Forms
Statute / formAmendment and restatement forms
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formAmendment/restatement fee lines
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 10C
Statute / form§10C
Accessed2026-07-20
Cure two years of missed annual reports to avoid revocation; use revival if revoked
SOURCE VERIFIED
Conditional

After two successive annual-report failures, the Secretary may send notice and revoke the charter if the corporation does not cure within the statutory notice period. File delinquent reports and fees promptly; if revoked, file the revival application and satisfy outstanding requirements.

Deadline
Cure within 90 days after the statutory notice. Revival is event-triggered after revocation.
Fee
  • $15 (annual) — Each delinquent annual report plus applicable surcharge
  • $40 (one time) — Application/Articles of Revival plus applicable surcharge
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A domestic Chapter 180 corporation that has failed to file required annual reports.

Exceptions
  • Tax, Attorney General, and local compliance must be cured separately.
  • Revival does not automatically restore every tax exemption or license.
Forms
  • Application/Articles of Revival — revival after revocation

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 26B
Statute / form§26B
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formDelinquent report and revival fees
Accessed2026-07-20
File changes to principal office or resident agent and order the correct certificate when proof is needed
SOURCE VERIFIED
Conditional

Use the appropriate change filing for principal office or resident agent rather than waiting when current information must be updated. Order a legal-existence or good-standing certificate from the Secretary when third-party proof is required.

Deadline
Promptly after the change; certificate requests are event-triggered.
Fee
  • $10 (one time) — Change of principal office
  • $10 (one time) — Change of resident agent
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A Chapter 180 corporation changing public contact information or needing proof of corporate status.

Exceptions
  • A Secretary good-standing/legal-existence certificate is not a Department of Revenue tax-good-standing certificate.
Forms
  • Certificate of Change of Principal Office — change filing
  • Electronic Certificates — certificate service

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 1 more

View official sources (2)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formChange-of-principal-office and change-of-resident-agent fees
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceElectronic Certificates
Statute / formElectronic certificate types
Accessed2026-07-20
Register a foreign nonprofit corporation within 10 days after it begins transacting business in Massachusetts
SOURCE VERIFIED
Conditional

File a Foreign Corporation Certificate of Registration, appoint a Massachusetts registered agent/office, and attach a recent certificate of legal existence or good standing from the home jurisdiction.

Deadline
Within 10 days after commencing to transact business in Massachusetts.
Fee
  • $400 (one time) — Standard foreign registration fee
  • $375 (one time) — Foreign registration fee if filed by fax
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
One time

Applies to: A nonprofit corporation formed in another jurisdiction that transacts business in Massachusetts and is not within a statutory excluded activity.

Exceptions
  • Maintaining bank accounts, holding meetings, isolated transactions, and other activities listed in §15.01 may not alone constitute transacting business; classification is fact-specific.
  • AG charity registration can apply even when corporate qualification does not.
Forms
  • Foreign Corporation Certificate of Registration — primary

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 3 more

View official sources (4)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceForeign Corporation Forms
Statute / form10-day deadline and registration form
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 156D, Section 15.01
Statute / form§15.01
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 156D, Section 15.03
Statute / form§15.03
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formForeign corporation fee schedule
Accessed2026-07-20
File the foreign corporation annual report 2 months and 15 days after fiscal-year end
SOURCE VERIFIED
Required

Submit the foreign annual report with current corporate information. This is not the domestic Chapter 180 November 1 report and not the Attorney General's Form PC.

Deadline
Within 2 months and 15 days after the close of the corporation's fiscal year.
Fee
  • $125 (annual) — Timely paper/fax foreign annual report
  • $150 (annual) — Late foreign annual report
  • $100 (annual) — Electronic foreign annual report
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Annual

Applies to: A foreign nonprofit corporation registered to transact business in Massachusetts under the foreign-corporation framework.

Exceptions
  • This is not the domestic Chapter 180 November 1 report and not the Attorney General Form PC.
Forms
  • Foreign Corporation Annual Report — primary

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 156D, Section 16.22
Statute / form§16.22
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceForeign Corporation Forms
Statute / formForeign annual report listing
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formForeign annual report fee variants
Accessed2026-07-20
File foreign amendments, registered-agent changes, or withdrawal when status changes
SOURCE VERIFIED
Conditional

Use the applicable foreign amendment or registered-agent filing when information changes. File a Certificate of Withdrawal when the corporation stops transacting business and wishes to terminate authority.

Deadline
Promptly after a reportable change; withdrawal when ending Massachusetts authority.
Fee
  • $100 (one time) — Foreign amendment
  • $100 (one time) — Certificate of Withdrawal
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Event triggered

Applies to: A registered foreign nonprofit changing charter/registration information or ending Massachusetts authority.

Exceptions
  • Withdrawal does not erase liabilities, prior filing duties, charitable-asset obligations, or tax accounts.
Forms
  • Foreign Certificate of Amendment — amendment
  • Certificate of Withdrawal — withdrawal

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 2 more

View official sources (3)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceForeign Corporation Forms
Statute / formForeign amendment and withdrawal listings
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceElectronic Certificates
Statute / formPost-withdrawal certificate context
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceCorporations Division Filing Fees
Statute / formForeign amendment/withdrawal fees
Accessed2026-07-20
Coordinate Attorney General review, final Form PC, and corporate/judicial dissolution
SOURCE VERIFIED
Conditional

Bring AGO filings current, submit Form PC-F and dissolution materials, address liabilities and restricted assets, obtain required AGO/court approval, and complete the corporate dissolution process. A Massachusetts charitable corporation with remaining net assets generally cannot dissolve merely by filing a Secretary form.

Deadline
Event-triggered before distributing remaining assets and before treating the charity as dissolved.
Fee
$0 (per filing) — Form PC-F final report (AGO states no filing fee; court and corporate filing costs depend on the dissolution route and are not included)
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
One time

Applies to: A Massachusetts public charity ending operations or transferring its remaining charitable assets.

Exceptions
  • A charity with no remaining assets may use a different route.
  • Donor restrictions, private-foundation rules, and pending liabilities affect the plan.
Forms
  • Form PC-F — final report

Last verified: 2026-07-20

Official source: Office of the Attorney General, Non-Profit Organizations/Public Charities Division — Dissolving a Charity

View official source
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceDissolving a Charity
Statute / formFull dissolution guide
Accessed2026-07-20
Obtain a Certificate for Solicitation before asking the public for contributions
SOURCE VERIFIED
Required

Complete the solicitation questions and Schedule A-2 and obtain a valid Certificate for Solicitation before fundraising. The certificate is renewed through the annual Form PC process while the organization remains compliant. This is separate from initial charity registration.

Deadline
Before the first solicitation. Initial Schedule A-2 is filed after/with registration as directed; renewal accompanies the timely Form PC.
Fee
$50 (one time) — Initial Schedule A-2 fee (no additional solicitation-renewal fee beyond the applicable Form PC filing fee)
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A registered charitable organization intending to solicit contributions in Massachusetts or have others solicit on its behalf, unless exempt.

Exceptions
  • Statutory religious and qualifying small-charity exemptions apply.
  • Professional fundraiser registrations/contracts remain separate.
Forms
  • Schedule A-2 / Certificate for Solicitation — primary

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 2 more

View official sources (3)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceOverview of Solicitation
Statute / formCertificate requirement, initial fee, and renewal
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 19
Statute / form§19
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 20
Statute / form§20
Accessed2026-07-20
Pay the complete Form PC fee tier based on gross support and revenue
SOURCE VERIFIED
Required

Determine the annual fee from the Form PC gross-support-and-revenue amount: $0-$100,000: $35; over $100,000-$250,000: $70; over $250,000-$500,000: $125; over $500,000-$1,000,000: $250; over $1,000,000-$10,000,000: $500; over $10,000,000-$100,000,000: $1,000; over $100,000,000: $2,000.

Deadline
With the annual Form PC.
Fee
  • $0-$100,000: $35
  • Over $100,000-$250,000: $70
  • Over $250,000-$500,000: $125
  • Over $500,000-$1,000,000: $250
  • Over $1,000,000-$10,000,000: $500
  • Over $10,000,000-$100,000,000: $1000
  • Over $100,000,000: $2000
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A charity filing Form PC with a filing-fee obligation.

Exceptions
  • Veterans-designated charities and other specific exemptions may receive different fee treatment.
  • Do not substitute IRS gross receipts without reconciling the Form PC metric.

Last verified: 2026-07-20

Official sources: Office of the Attorney General and 1 more

View official sources (2)
AgencyOffice of the Attorney General
SourceForm PC Instructions
Statute / formComplete filing-fee tier table
Accessed2026-07-20
AgencyOffice of the Attorney General
SourceForm PC — Non-Profit Organizations Conducting Business in Massachusetts
Statute / formFee/payment section
Accessed2026-07-20
Apply the religious and limited small-charity solicitation exemptions narrowly
SOURCE VERIFIED
Conditional

Religious organizations described in §20 are exempt. A small charity is exempt only if it does not raise or receive public contributions over $5,000 in the calendar year or receive contributions from more than 10 persons, all functions including fundraising are performed by unpaid persons, and no assets/income inure to an officer or member. If public contributions exceed $5,000, register within 30 days after crossing the threshold.

Deadline
Small-charity registration: within 30 days after receiving total public contributions over $5,000.
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
As needed

Applies to: Religious organizations and very small volunteer-run charities considering whether registration/certification is exempt.

Conditions
  • The small-charity exemption fails once public contributions exceed $5,000 in the calendar year.
  • The small-charity exemption fails if contributions are received from more than 10 persons.
Exceptions
  • The small-charity rule is conjunctive and includes donor-count, unpaid-service, and no-inurement conditions; it is not a blanket exemption for revenue under $5,000.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 20
Statute / form§20
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formExemption questions
Accessed2026-07-20
Register a professional solicitor annually, maintain a $25,000 bond, and file campaign documents
SOURCE VERIFIED
Conditional

Register through the Fundraiser Portal, pay the annual fee, maintain the bond, file each Form 10A contract/campaign notice within 10 days after execution and before solicitation, and file Form 11A annual financial reports for campaigns.

Deadline
Registration before activity; Form 10A within 10 days after contract execution and before solicitation; Form 11A by February 28 for the preceding calendar year.
Fee
$1000 (annual) — Professional solicitor annual registration fee
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A person or business paid to directly solicit contributions for a charity in Massachusetts and fitting the statutory professional-solicitor definition.

Exceptions
  • Employees of the charity and entities outside the statutory definition may not be professional solicitors.
  • Paid-solicitation disclosures also apply.
Limitations
  • Maintains a $25,000 surety bond in addition to the registration fee.
Forms
  • Form 10A — contract/campaign notice
  • Form 11A — annual financial report

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 1 more

View official sources (2)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceProfessional Fundraiser Guide
Statute / formRegistration fee, bond, and campaign filings
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 22
Statute / form§22
Accessed2026-07-20
Register fundraising counsel annually and file each contract
SOURCE VERIFIED
Conditional

Register as professional fundraising counsel and file each written contract with the AGO through the Fundraiser Portal.

Deadline
Register before covered services; file the contract within 10 days after execution.
Fee
$400 (annual) — Fundraising counsel annual registration fee
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A person or business paid to plan, manage, advise, or consult on fundraising without directly soliciting or controlling contributions.

Exceptions
  • A person who directly solicits or has custody/control of contributions may instead be a professional solicitor.

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 1 more

View official sources (2)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceProfessional Fundraiser Guide
Statute / formFundraising counsel registration and fee
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 22
Statute / form§22
Accessed2026-07-20
Register a commercial co-venturer, maintain a $25,000 bond, and report each campaign
SOURCE VERIFIED
Conditional

Register annually, maintain the bond, file each Form 10B contract/campaign notice within 10 days after execution and before the campaign, make required promotional disclosures, and file Form 11B by February 28 for each campaign's prior calendar-year activity.

Deadline
Before campaign; Form 10B within 10 days after execution; Form 11B by February 28.
Fee
$200 (annual) — Commercial co-venturer annual registration fee
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A business conducting a sales promotion representing that purchase/use will benefit a charity.

Exceptions
  • A flat corporate donation with no consumer sales representation may not be a commercial co-venture; actual promotional language controls.
Limitations
  • Maintains a $25,000 surety bond in addition to the registration fee.
Forms
  • Form 10B — contract/campaign notice
  • Form 11B — annual campaign report

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 1 more

View official sources (2)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceProfessional Fundraiser Guide
Statute / formCommercial co-venturer registration, bond, and reports
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 68, Section 22
Statute / form§22
Accessed2026-07-20
Expect charity and professional-fundraiser filings to be publicly searchable and subject to enforcement
SOURCE VERIFIED
Required

File accurate, complete forms because the AGO publishes many charity and fundraiser filings and uses them for oversight of charitable assets and solicitation practices.

Deadline
At each filing and throughout solicitation.
Fee
$0 (per filing) — No separate public-disclosure fee

Applies to: Registered charities and regulated professional fundraisers.

Exceptions
  • Public availability can lag.
  • Sensitive donor information such as federal Schedule B is treated under specific filing instructions.

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 1 more

View official sources (2)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceSearch Public Charities Filings
Statute / formPublic availability of filings
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formOversight and enforcement context
Accessed2026-07-20
Attach a CPA review when gross support and revenue is greater than $500,000 and not more than $1,000,000
SOURCE VERIFIED
Conditional

Submit financial statements reviewed by an independent certified public accountant, or an audit instead. The exact comparison matters: $500,000 does not exceed the threshold; $1,000,000 remains in the review band.

Deadline
With the Form PC due four months and 15 days after fiscal-year end, including any valid extension.
Fee
$0 (annual) — No AGO fee beyond the Form PC tier (CPA professional fees are private and variable)
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: A public charity filing Form PC for a fiscal year with gross support and revenue above $500,000 and at or below $1,000,000.

Conditions
  • Triggers only once gross support and revenue exceeds $500,000.
  • Stops applying once gross support and revenue exceeds $1,000,000 (the audit threshold applies instead).
Exceptions
  • An audit satisfies the review requirement.
  • Specialized funding programs can require an audit at a lower amount.
Forms
  • Form PC attachments — CPA review report — attachment

Last verified: 2026-07-20

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 2 more

View official sources (3)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceAudits and Reviews for Charitable Organizations
Statute / formCurrent review threshold
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 12, Section 8F
Statute / form§8F, as amended 2024-11-20
Accessed2026-07-20
AgencyOffice of the Attorney General
SourceForm PC — Non-Profit Organizations Conducting Business in Massachusetts
Statute / formFinancial-statement attachment fields
Accessed2026-07-20
Give vendors Form ST-5 with a current ST-2 for qualifying exempt-purpose purchases
SOURCE VERIFIED
Required

Present a completed Form ST-5 and a copy of the current ST-2. The purchase must be for the organization's stated exempt purposes, and the vendor must keep adequate records.

Deadline
At or before each exempt purchase or under a valid blanket-certificate arrangement.
Frequency
As needed

Applies to: A §501(c)(3) organization making purchases it claims are exempt.

Exceptions
  • Employees, members, volunteers, or contractors cannot use the exemption for personal purchases; payment and agency facts matter.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceAP 101: Organizations Exempt From Sales Tax
Statute / formDocumentation and vendor records
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceForm ST-5 — Sales Tax Exempt Purchaser Certificate
Statute / formPurchaser certificate content
Accessed2026-07-20
Use the two one-day casual fundraising-sale exception only within its limits
SOURCE VERIFIED
Conditional

Official DOR guidance treats sales at up to two events of one day's duration in a calendar year as casual sales. More frequent or regular selling can require vendor registration and tax collection.

Deadline
Track the event count within each calendar year; register before sales exceeding the exception.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
As needed

Applies to: A qualifying tax-exempt organization selling at fairs, picnics, or similar fundraising events.

Conditions
  • The exception covers no more than two one-day events in a calendar year.
Exceptions
  • The rule is not a blanket exemption for continuous online merchandise, repeated events, alcohol, or all meals/admissions.

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceDirective 91-1: Tax Exempt Organizations Engaging in Fundraising Activities
Statute / formTwo one-day event limit
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceSales and Use Tax
Statute / formGeneral exemption context
Accessed2026-07-20
File State Tax Form 3ABC annually by March 1 unless the local assessors grant an extension
SOURCE VERIFIED
Required

Report all qualifying real and personal property held as of January 1 to the local board of assessors.

Deadline
Annually by March 1, unless an authorized extension applies.
Filing agency
Local Board of Assessors (varies by municipality)
Frequency
Annual

Applies to: A charitable, benevolent, educational, literary, temperance, or scientific organization holding property covered by the form.

Exceptions
  • Local assessors can require supporting records; changes in ownership or use must be disclosed.
  • Form 3ABC is not a substitute for the initial exemption claim.
Forms

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue, Division of Local Services and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue, Division of Local Services
SourceState Tax Form 3ABC
Statute / formJanuary 1 reporting date and March 1 deadline
Accessed2026-07-20
AgencyMassachusetts Department of Revenue, Division of Local Services
SourceCharitable Property Exemptions in Massachusetts
Statute / formAnnual filing context
Accessed2026-07-20
Obtain a local raffle or bazaar permit and satisfy the two-year eligibility rule
SOURCE VERIFIED
Conditional

The organization must have been organized and actively functioning in Massachusetts for at least two years, apply to the city or town clerk, undergo local police review, and receive a permit before conducting a raffle or bazaar.

Deadline
Before selling tickets or conducting the event.
Fee
  • $10 (one time) — Statutory default local permit fee
  • $50 (one time) — Maximum permit fee a municipality may establish
Filing agency
City or Town Clerk (varies by municipality)
Frequency
Event triggered

Applies to: A qualifying veterans, church/religious, fraternal, educational, charitable, civic/service, or other organization listed in M.G.L. c. 271, §7A.

Conditions
  • The organization must have been organized and actively functioning in Massachusetts for at least two years.
Exceptions
  • Only qualified organizations may use the exception.
  • Casino/poker events and online sales are not automatically authorized.
Forms
  • Local Raffle/Bazaar Permit — primary

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 271, Section 7A
Statute / form§7A
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRaffles and Bazaars
Statute / formLocal permit administration
Accessed2026-07-20
Follow raffle/bazaar operation, prize, tax, and post-event reporting rules
SOURCE VERIFIED
Required

Only members may operate the event and they may not be paid. A bazaar cash prize may not exceed $250; beano is excluded. Pay the 5% tax on gross proceeds and file the event return within 10 days. File the permit financial report within 30 days after permit expiration and retain records for one year.

Deadline
Tax return/payment within 10 days after the event; financial report within 30 days after permit expiration; records retained one year.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Event triggered

Applies to: A permitted organization conducting a raffle or bazaar.

Exceptions
  • No more than three bazaars per year; one bazaar per day and five-hour duration limits apply.
  • Raffle prize and ticket rules must be reviewed separately.
Limitations
  • Violations may be punished by up to $1,000 fine, up to one year imprisonment, or both, in addition to tax consequences.

Last verified: 2026-07-20

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 271, Section 7A
Statute / form§7A
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRaffles and Bazaars
Statute / form5% tax and event-return mechanics
Accessed2026-07-20
Choose contributory or reimbursable unemployment financing and file quarterly reports
SOURCE VERIFIED
Conditional

A qualifying nonprofit may pay regular contributions or elect to reimburse DUA for benefits charged to its account. A newly subject employer generally must make the reimbursement election within 30 days after becoming subject. Quarterly wage reports are due January 31, April 30, July 31, and October 31; reimbursable bills are generally due within 30 days.

Deadline
Reimbursement election generally within 30 days after subjectivity; quarterly reports on January 31, April 30, July 31, and October 31; reimbursable bill within 30 days.
Filing agency
Massachusetts Department of Unemployment Assistance (DUA)
Frequency
Quarterly

Applies to: A qualifying §501(c)(3) nonprofit subject to Massachusetts unemployment insurance.

Exceptions
  • Election changes and group reimbursement arrangements have additional rules.
  • The organization should model benefit risk before electing reimbursement.
Forms
  • Nonprofit UI financing election — primary

Last verified: 2026-07-20

Official sources: Massachusetts Department of Unemployment Assistance and 1 more

View official sources (2)
AgencyMassachusetts Department of Unemployment Assistance
SourceFinancing Unemployment Insurance — Options for Non-Profit or Governmental Employers
Statute / formFinancing options and timing
Accessed2026-07-20
AgencyMassachusetts General Court
SourceMassachusetts General Laws Chapter 151A
Statute / form§14A
Accessed2026-07-20
Register for Massachusetts wage withholding and file payroll returns
SOURCE VERIFIED
Required

Register in MassTaxConnect, withhold Massachusetts income tax from taxable wages, remit deposits, and file returns at the frequency assigned by DOR.

Deadline
Before or when paying taxable wages; periodic deposits/returns as assigned.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
As needed

Applies to: A nonprofit paying wages subject to Massachusetts withholding.

Exceptions
  • Federal payroll tax and unemployment obligations are separate.
  • Clergy and other special compensation can require specific analysis.

Last verified: 2026-07-20

Official source: Massachusetts Department of Revenue — Withholding Taxes on Wages

View official source
AgencyMassachusetts Department of Revenue
SourceWithholding Taxes on Wages
Statute / formRegistration, withholding, and filing
Accessed2026-07-20
Report new hires within 14 days and display applicable workplace posters
SOURCE VERIFIED
Required

Report each new employee within 14 days. Report a qualifying independent contractor when expected payments are $600 or more and statutory conditions apply. Display current state posters applicable to the workforce, including wage/hour, unemployment, workers' compensation, PFML, and other required notices.

Deadline
New-hire report within 14 days; posters before/while employees work and updated when law changes.
Fee
$0 (per filing) — No filing fee for new-hire reporting or poster display (penalties can apply for noncompliance)
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Event triggered

Applies to: Massachusetts nonprofit employers hiring employees and, for new-hire reporting, certain independent contractors.

Exceptions
  • Poster applicability varies by size, industry, and programs.
  • Independent-contractor status must be determined under Massachusetts law, not contract label alone.

Last verified: 2026-07-20

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceNew Hire Reporting for Employers
Statute / form14-day reporting rule
Accessed2026-07-20
AgencyMassachusetts Executive Office of Labor and Workforce Development
SourceWorkplace Posters
Statute / formRequired poster inventory
Accessed2026-07-20
Obtain local zoning, occupancy, fire, and business-certificate approvals when applicable
SOURCE VERIFIED
Local requirement

Confirm zoning/use, certificate of occupancy, and building and fire requirements with the municipality. File a local business certificate when the assumed-name statute applies.

Deadline
Before occupancy, construction, change of use, signage, or assumed-name operation.
Filing agency
Local zoning, building, fire, licensing, and police authorities (varies by municipality)
Frequency
Event triggered

Applies to: A nonprofit opening premises, changing use, erecting signs, or operating under another name.

Exceptions
  • Requirements vary by municipality and premises.
  • A home office, event venue, or landlord approval does not automatically satisfy municipal law.

Last verified: 2026-07-20

Official sources: Massachusetts Executive Office of Economic Development and 1 more

View official sources (2)
AgencyMassachusetts Executive Office of Economic Development
SourceBusiness Front Door
Statute / formLocal routing to permits
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 110, Section 5
Statute / form§5
Accessed2026-07-20
Obtain a local board-of-health permit for covered food service or temporary food events
SOURCE VERIFIED
Local requirement

Contact the local board of health and obtain the applicable food-establishment or temporary-event permit before operation. Follow food-protection, manager, allergen, and inspection requirements.

Deadline
Before opening or before the event; local lead time applies.
Filing agency
Local Board of Health (varies by municipality)
Frequency
Event triggered

Applies to: A nonprofit preparing, serving, or selling food at a facility or temporary event, unless a specific exemption applies.

Exceptions
  • Donated-food and charitable-distribution programs may have tailored rules, but nonprofit status alone is not a blanket food-permit exemption.

Last verified: 2026-07-20

Official source: Massachusetts Department of Public Health — Food Establishment Permits

View official source
AgencyMassachusetts Department of Public Health
SourceFood Establishment Permits
Statute / formLocal permitting requirement
Accessed2026-07-20
Obtain EEC licensing or an exemption determination before operating child care
SOURCE VERIFIED
Conditional

Apply to the Department of Early Education and Care for the correct license, or obtain an official determination that the program is exempt, before opening. Complete background-record checks and program requirements.

Deadline
Before caring for children in a covered program.
Filing agency
Massachusetts Department of Early Education and Care (EEC)
Frequency
Event triggered

Applies to: A nonprofit providing care, supervision, or educational programming that may fall within Massachusetts child-care licensing.

Exceptions
  • Short-term, religious, school, camp, and enrichment programs can have specific exemptions or different regulators; obtain a determination rather than assume.

Last verified: 2026-07-20

Official source: Massachusetts Department of Early Education and Care — Child Care Licensing and Background Record Checks

View official source
AgencyMassachusetts Department of Early Education and Care
SourceChild Care Licensing and Background Record Checks
Statute / formLicensing or exemption requirement
Accessed2026-07-20
Obtain a one-day special alcohol license for covered fundraising events
SOURCE VERIFIED
Conditional

Apply through the local licensing authority for a special license. Massachusetts permits all-alcohol special licenses only to qualifying nonprofit organizations; beer and wine licenses have broader eligibility. Follow ABCC and local event conditions.

Deadline
Before purchasing, selling, or serving alcohol; local application lead time applies.
Filing agency
Local zoning, building, fire, licensing, and police authorities (varies by municipality)
Frequency
Event triggered

Applies to: A nonprofit selling or serving alcoholic beverages at a temporary event without an existing appropriate license.

Exceptions
  • Donation of alcohol, auctions, caterers, and licensed premises have separate rules.
  • A raffle permit does not authorize alcohol.
Forms
  • Special License for the Sale of Alcoholic Beverages — primary

Last verified: 2026-07-20

Official source: Massachusetts Alcoholic Beverages Control Commission — Special License for the Sale of Alcoholic Beverages

View official source
AgencyMassachusetts Alcoholic Beverages Control Commission
SourceSpecial License for the Sale of Alcoholic Beverages
Statute / formLocal special-license route and nonprofit all-alcohol limitation
Accessed2026-07-20
Register and report lobbying when compensated activity crosses Massachusetts thresholds
SOURCE VERIFIED
Conditional

Register the lobbyist entity, lobbyist agents, and client relationships, update new relationships, and file semiannual disclosure reports. Registration for a calendar year is generally due December 15 of the preceding year; a new relationship is reported within 10 days; reports are due July 15 and January 15.

Deadline
Registration by December 15 for the following year; new relationship within 10 days; disclosures July 15 and January 15.
Fee
  • $1000 (annual) — Lobbyist entity registration fee
  • $100 (annual) — Lobbyist agent registration fee
  • $100 (annual) — Client/relationship registration fee
Filing agency
Massachusetts Secretary of the Commonwealth, Lobbyist Division (Lobbyist Division)
Frequency
Annual

Applies to: A nonprofit or its agent engaging in compensated legislative or executive lobbying within statutory definitions and thresholds.

Exceptions
  • Volunteer advocacy, incidental communications, and uncompensated activity may fall outside registration.
  • Federal lobbying and IRS limits are separate.
Limitations
  • Late disclosure penalties begin at $50 per day for the first 20 days and then $100 per day, with additional enforcement possible.
  • A nonprofit waiver of fees is discretionary, not automatic.
Forms
  • Lobbyist registration and disclosure reports — primary

Last verified: 2026-07-20

Official sources: Massachusetts Secretary of the Commonwealth, Lobbyist Division and 1 more

View official sources (2)
AgencyMassachusetts Secretary of the Commonwealth, Lobbyist Division
SourceLobbyist Registration and Reporting
Statute / formRegistration timing, relationship updates, and disclosure reports
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Lobbyist Division
SourceLobbyist Registration Fees
Statute / formEntity, agent, and client fees; waiver
Accessed2026-07-20

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Additional Requirements Under Verification

These entries are based on cited official materials and are published for transparency while verification continues. One or more details may still change. Review the linked agency sources before relying on an entry for a filing decision.

Local Licensing

Do not publish an unconditional claim that Massachusetts has no general statewide business license
VERIFICATION IN PROGRESS
Unknown

Massachusetts uses entity filings plus state and local activity-specific permits, but the reviewed official statewide business resource does not affirmatively state a universal "no general business license" rule. Check the nonprofit's activities, municipality, and premises.

Deadline
Before opening a location or conducting a regulated activity.
Frequency
Unknown

Applies to: Nonprofits beginning ordinary operations in Massachusetts.

Exceptions
  • A local business certificate/DBA is not a general operating license.
  • Zoning, occupancy, fire, health, professional, and program licenses remain separate.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts Executive Office of Economic Development and 1 more

View official sources (2)
AgencyMassachusetts Executive Office of Economic Development
SourceBusiness Front Door
Statute / formStatewide business resource entry point
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 110, Section 5
Statute / form§5
Accessed2026-07-20

State-Specific Requirements

Do not label a written conflict-of-interest policy as a universal Chapter 180 filing requirement
VERIFICATION IN PROGRESS
Recommended

A conflict-of-interest policy and related-party approval process are strongly recommended and often expected by the IRS, funders, and the Attorney General, but the researched Chapter 180 provisions do not affirmatively impose one universal standalone written-policy filing on every nonprofit.

Deadline
Adopt before transactions involving insiders; no universal state filing deadline confirmed.
Fee
$0 (per filing) — No state fee

Applies to: Ordinary Massachusetts charitable nonprofits.

Exceptions
  • Special regulated programs, grants, or contracts may require a written policy.
  • IRS Form 990 questions are federal reporting, not a Massachusetts filing mandate.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 6C
Statute / form§6C
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceDissolving a Charity
Statute / formCharitable-asset stewardship context
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formGovernance expectations
Accessed2026-07-20
No separate initial report or formation-publication requirement was affirmatively confirmed
VERIFICATION IN PROGRESS
Unknown

The current Secretary formation workflow proceeds from accepted Articles of Organization to ongoing annual reporting and change filings. No separate statewide initial report or newspaper proof-of-publication form was identified for an ordinary Chapter 180 corporation.

Deadline
No routine deadline confirmed.
Filing agency
Massachusetts Secretary of the Commonwealth, Corporations Division (Corporations Division)
Frequency
Unknown

Applies to: Ordinary domestic Chapter 180 corporations after formation.

Exceptions
  • Court proceedings, dissolutions, assumed names, regulated programs, and municipal permits can carry separate notice obligations.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts Secretary of the Commonwealth, Corporations Division and 2 more

View official sources (3)
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceNon-Profit Corporation Forms
Statute / formComplete current formation and reporting forms index
Accessed2026-07-20
AgencyMassachusetts Secretary of the Commonwealth, Corporations Division
SourceArticles of Organization
Statute / formFull formation instructions
Accessed2026-07-20
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 180, Section 26A
Statute / form§26A annual-report framework
Accessed2026-07-20
Treat out-of-state and internet solicitation as potentially subject to Massachusetts registration
VERIFICATION IN PROGRESS
Conditional

An out-of-state charity that solicits or operates in Massachusetts is generally subject to the same registration, Certificate for Solicitation, and Form PC framework. Passive internet presence versus targeted Massachusetts solicitation remains fact-sensitive.

Deadline
Before targeted or otherwise covered Massachusetts solicitation; annual Form PC thereafter.
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: Foreign charities soliciting Massachusetts residents, including through online campaigns.

Exceptions
  • National website availability alone may not answer the question; targeted advertising, donations from Massachusetts, personnel, events, and other contacts matter.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 1 more

View official sources (2)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceOnline Charity Filing Portal
Statute / formForeign charity registration and portal functions
Accessed2026-07-20
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceFrequently Asked Questions about Charitable Organizations
Statute / formForeign-charity questions
Accessed2026-07-20
Confirm how gross support and revenue and specialized audit exemptions apply before relying on the general thresholds
VERIFICATION IN PROGRESS
Unknown

Use the Form PC metric and current instructions to determine gross support and revenue; do not substitute a different federal gross-receipts number without reconciliation. Check whether UFR, federal Single Audit, grant, education, health, or other program rules impose stricter or alternative financial-statement requirements.

Deadline
Before filing Form PC and before accepting funding that carries separate audit rules.
Filing agency
Massachusetts Office of the Attorney General, Non-Profit Organizations/Public Charities Division (AGO)
Frequency
Annual

Applies to: Organizations near a threshold, with unusual receipts, government contracts, private-foundation status, or specialized regulated programs.

Exceptions
  • Government grants, dues, donated services, pass-through funds, and other items require instruction-specific classification.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Office of the Attorney General, Non-Profit Organizations/Public Charities Division and 2 more

View official sources (3)
AgencyOffice of the Attorney General, Non-Profit Organizations/Public Charities Division
SourceAudits and Reviews for Charitable Organizations
Statute / formGeneral thresholds
Accessed2026-07-20
AgencyOffice of the Attorney General
SourceForm PC Instructions
Statute / formGross-support-and-revenue metric
Accessed2026-07-20
AgencyOffice of the Attorney General
SourceForm PC — Non-Profit Organizations Conducting Business in Massachusetts
Statute / formFinancial reporting fields
Accessed2026-07-20
Do not assume a separate DOR exemption application or annual zero corporate return is universally required
VERIFICATION IN PROGRESS
Unknown

The official corporate-excise framework ties exemption to federal status and imposes M-990T only when UBIT filing is triggered. No current standalone DOR corporate-excise exemption application or universal annual zero-return requirement was identified for an exempt corporation with no unrelated business income.

Deadline
No routine deadline confirmed absent UBIT or another DOR registration obligation.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Unknown

Applies to: A federally recognized §501(c)(3) corporation with no unrelated business income.

Exceptions
  • Sales-tax ST-2 application is separate and required for purchase exemption.
  • Certain incorporated charities may need DOR registration for other tax types.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts General Court and 2 more

View official sources (3)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 63, Section 38Y
Statute / form§38Y
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
Source830 CMR 63.38T.1: Taxation of Unrelated Business Income of Exempt Organizations
Statute / form830 CMR 63.38T.1
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRegister Your Business with MassTaxConnect
Statute / formSales-tax-only registration context
Accessed2026-07-20
Use the tax-year-specific M-990T calendar; the fiscal-year general formula remains unresolved
VERIFICATION IN PROGRESS
Conditional

For a 2025 calendar-year Form M-990T, the original filing and payment deadline is April 15, 2026. If the taxpayer has a valid extension, the extended return filing deadline is December 15, 2026. The extension does not extend the payment deadline. Use DOR confirmation before applying a reusable general deadline formula to fiscal-year organizations.

Deadline
For a 2025 calendar-year Form M-990T, the original filing deadline and payment deadline are April 15, 2026. With a valid extension, the return filing deadline is December 15, 2026; payment remains due April 15, 2026. The reusable general formula for fiscal-year organizations remains unresolved.
Fee
$0 (annual) — No filing fee (estimated tax generally required when expected excise exceeds $1,000, with penalties/interest for underpayment)
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
Annual

Applies to: An exempt corporation required to file Massachusetts Form M-990T.

Exceptions
  • December 15, 2026 is the extended filing deadline only when a valid extension exists; it is not the original payment deadline.
  • Tax-year calendars change, fiscal-year timing requires separate confirmation, and trusts/unincorporated associations use a different return and due-date regime.
Limitations
  • Do not state December 15 as the original deadline — it is the extended filing deadline only, and payment is still due April 15.
Forms
  • 2025 Form M-990T — primary
  • UBI-ES — estimated tax

For a 2025 calendar-year filer: April 15, 2026 is both the original filing and payment deadline. December 15, 2026 is the extended filing deadline only if a valid extension was obtained — it does not extend the payment deadline.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceMassachusetts DOR Tax Due Dates and Extensions
Statute / form2025 calendar-year M-990T dates
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
Source2025 Form M-990T Instructions
Statute / formPayment-due-in-full and extension sections
Accessed2026-07-20
Confirm ST-2 expiration and renewal in MassTaxConnect rather than relying only on old five-year guidance
VERIFICATION IN PROGRESS
Conditional

Legacy official TIR 85-1 states ST-2 certificates are limited to five years. Current DOR portal materials do not clearly restate the renewal mechanics. Check the certificate and MassTaxConnect account and renew/reapply as DOR directs.

Deadline
Before the ST-2 expires and before presenting it for an exempt purchase.
Filing agency
Massachusetts Department of Revenue (DOR)
Frequency
As needed

Applies to: An exempt organization holding an ST-2 approaching its stated expiration or asked by a vendor for a current certificate.

Exceptions
  • Government entities and other exempt categories may have different documentation rules.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts Department of Revenue and 1 more

View official sources (2)
AgencyMassachusetts Department of Revenue
SourceTIR 85-1: Five-Year Limit for Certificate of Exemption
Statute / formFive-year certificate limit
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRegister Your Business with MassTaxConnect
Statute / formCurrent registration/renewal portal
Accessed2026-07-20
Do not assume online raffle tickets, casino nights, or poker tournaments are covered by the charitable raffle permit
VERIFICATION IN PROGRESS
Unknown

The charitable raffle/bazaar statute authorizes only specified activities under local permits. Current official sources reviewed do not establish a general online-ticket or casino-night authorization for nonprofits.

Deadline
Before advertising, selling, or conducting the activity.
Frequency
Unknown

Applies to: A nonprofit considering internet ticket sales, casino-style games, poker, or other gambling-themed fundraising.

Exceptions
  • Ordinary raffles and bazaars that meet §7A remain governed by the separate raffle/bazaar permit and operation facts.
  • Alcohol and venue licenses are separate.

Last verified: 2026-07-20

Verification note: One or more details in this entry are still being confirmed against the cited official materials.

Official sources: Massachusetts General Court and 1 more

View official sources (2)
AgencyMassachusetts General Court
SourceGeneral Laws Chapter 271, Section 7A
Statute / form§7A scope
Accessed2026-07-20
AgencyMassachusetts Department of Revenue
SourceRaffles and Bazaars
Statute / formScope of tax guidance
Accessed2026-07-20

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Official Sources

62 official sources back the facts on this page.

Agency / Authority Source Accessed URL
Massachusetts Department of Revenue 2025 Form M-990T Instructions https://www.mass.gov/doc/2025-form-m-990t-instructions/download
Massachusetts Department of Revenue 830 CMR 63.38T.1: Taxation of Unrelated Business Income of Exempt Organizations https://www.mass.gov/regulations/830-CMR-6338t1-taxation-of-unrelated-business-income-of-exempt-organizations
Massachusetts Secretary of the Commonwealth, Corporations Division About Name Reservations https://www.sec.state.ma.us/divisions/corporations/services/corporations-name-reservations.htm
Massachusetts Department of Revenue AP 101: Organizations Exempt From Sales Tax https://www.mass.gov/administrative-procedure/ap-101-organizations-exempt-from-sales-tax
Massachusetts Secretary of the Commonwealth, Corporations Division Articles of Organization https://www.sec.state.ma.us/divisions/corporations/download/180art.pdf
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Audits and Reviews for Charitable Organizations https://www.mass.gov/info-details/audits-and-reviews-for-charitable-organizations
Massachusetts Executive Office of Economic Development Business Front Door https://www.mass.gov/business-front-door
Massachusetts Secretary of the Commonwealth, Corporations Division Certificate of Appointment of Resident Agent https://www.sec.state.ma.us/divisions/corporations/download/180cara.pdf
Massachusetts Secretary of the Commonwealth, Corporations Division Chapter 180 Non-Profit Corporation Annual Report https://www.sec.state.ma.us/divisions/corporations/download/180npcar.pdf
Massachusetts Department of Revenue, Division of Local Services Charitable Property Exemptions in Massachusetts https://www.mass.gov/info-details/charitable-property-exemptions-in-massachusetts
Massachusetts Department of Early Education and Care Child Care Licensing and Background Record Checks https://www.mass.gov/guides/licensed-child-care
Massachusetts Secretary of the Commonwealth, Corporations Division Corporations Division Filing Fees https://www.sec.state.ma.us/divisions/corporations/general-information/corporations-filing-fees.htm
Massachusetts Department of Revenue Directive 91-1: Tax Exempt Organizations Engaging in Fundraising Activities https://www.mass.gov/directive/directive-91-1-tax-exempt-organizations-engaging-in-fundraising-activities
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Dissolving a Charity https://www.mass.gov/guides/dissolving-a-charity
Massachusetts Secretary of the Commonwealth, Corporations Division Electronic Certificates https://www.sec.state.ma.us/divisions/corporations/certificates/corporations-electronic-certificates.htm
Massachusetts Department of Unemployment Assistance Employer Contributions to Unemployment https://www.mass.gov/info-details/employer-contributions-to-unemployment
Massachusetts Department of Unemployment Assistance Financing Unemployment Insurance — Options for Non-Profit or Governmental Employers https://www.mass.gov/doc/financing-unemployment-insurance-options-for-non-profit-or-governmental-employers/download
Massachusetts Department of Public Health Food Establishment Permits https://www.mass.gov/info-details/food-establishment-permits
Massachusetts Secretary of the Commonwealth, Corporations Division Foreign Corporation Forms https://www.sec.state.ma.us/divisions/corporations/filing-by-subject/corporations/corporations-domestic-foreign.htm
Office of the Attorney General Form PC — Non-Profit Organizations Conducting Business in Massachusetts https://www.mass.gov/doc/form-pc-non-profit-organizations-conducting-business-in-the-commonwealth-of-massachusetts/download
Office of the Attorney General Form PC Instructions https://www.mass.gov/doc/form-pc-instructions-102018/download
Massachusetts Department of Revenue Form ST-5 — Sales Tax Exempt Purchaser Certificate https://www.mass.gov/doc/form-st-5-sales-tax-exempt-purchaser-certificate/download
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Frequently Asked Questions about Charitable Organizations https://www.mass.gov/info-details/frequently-asked-questions-about-charitable-organizations
Massachusetts General Court General Laws Chapter 110, Section 5 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXV/Chapter110/Section5
Massachusetts General Court General Laws Chapter 12, Section 8F https://www.mass.gov/info-details/mass-general-laws-c12-ss-8f
Massachusetts General Court General Laws Chapter 156D, Section 15.01 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter156D/Section15.01
Massachusetts General Court General Laws Chapter 156D, Section 15.03 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter156D/Section15.03
Massachusetts General Court General Laws Chapter 156D, Section 16.22 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter156D/Section16.22
Massachusetts General Court General Laws Chapter 180, Section 10C https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section10C
Massachusetts General Court General Laws Chapter 180, Section 18 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section18
Massachusetts General Court General Laws Chapter 180, Section 26A https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section26A
Massachusetts General Court General Laws Chapter 180, Section 26B https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section26B
Massachusetts General Court General Laws Chapter 180, Section 3 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section3
Massachusetts General Court General Laws Chapter 180, Section 4 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section4
Massachusetts General Court General Laws Chapter 180, Section 6A https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section6A
Massachusetts General Court General Laws Chapter 180, Section 6C https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section6C
Massachusetts General Court General Laws Chapter 180, Section 6D https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXXII/Chapter180/Section6D
Massachusetts General Court General Laws Chapter 271, Section 7A https://malegislature.gov/Laws/GeneralLaws/PartIV/TitleI/Chapter271/Section7A
Massachusetts General Court General Laws Chapter 63, Section 38Y https://malegislature.gov/Laws/GeneralLaws/PartI/TitleIX/Chapter63/Section38Y
Massachusetts General Court General Laws Chapter 68, Section 19 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXI/Chapter68/Section19
Massachusetts General Court General Laws Chapter 68, Section 20 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXI/Chapter68/Section20
Massachusetts General Court General Laws Chapter 68, Section 22 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleXI/Chapter68/Section22
Massachusetts Secretary of the Commonwealth, Lobbyist Division Lobbyist Registration and Reporting https://www.sec.state.ma.us/divisions/lobbyists/lobbyist-registration-and-reporting.htm
Massachusetts Secretary of the Commonwealth, Lobbyist Division Lobbyist Registration Fees https://www.sec.state.ma.us/divisions/lobbyists/lobbyist-fees.htm
Massachusetts Department of Revenue Massachusetts DOR Tax Due Dates and Extensions https://www.mass.gov/info-details/massachusetts-dor-tax-due-dates-and-extensions
Massachusetts General Court Massachusetts General Laws Chapter 151A https://www.mass.gov/lists/mass-general-laws-c151a
Massachusetts Department of Revenue New Hire Reporting for Employers https://www.mass.gov/info-details/new-hire-reporting-for-employers
Massachusetts Secretary of the Commonwealth, Corporations Division Non-Profit Corporation Forms https://www.sec.state.ma.us/divisions/corporations/filing-by-subject/corporations/corporations-domestic-non-profit.htm
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Non-Profit Organizations/Public Charities Forms https://www.mass.gov/info-details/non-profit-organizationspublic-charities-forms
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Online Charity Filing Portal https://www.mass.gov/info-details/online-charity-filing-portal
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Overview of Solicitation https://www.mass.gov/info-details/overview-of-solicitation
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Professional Fundraiser Guide https://www.mass.gov/info-details/professional-fundraiser-guide
Massachusetts Department of Revenue Raffles and Bazaars https://www.mass.gov/info-details/raffles-and-bazaars
Massachusetts Department of Revenue Register Your Business with MassTaxConnect https://www.mass.gov/info-details/register-your-business-with-masstaxconnect
Massachusetts Department of Revenue Sales and Use Tax https://www.mass.gov/guides/sales-and-use-tax
Office of the Attorney General, Non-Profit Organizations/Public Charities Division Search Public Charities Filings https://www.mass.gov/info-details/search-public-charities-filings
Massachusetts Alcoholic Beverages Control Commission Special License for the Sale of Alcoholic Beverages https://www.mass.gov/how-to/apply-for-a-special-license-for-the-sale-of-alcoholic-beverages
Massachusetts Department of Revenue, Division of Local Services State Tax Form 3ABC https://www.mass.gov/doc/form-3abc/download
Massachusetts Department of Revenue TIR 85-1: Five-Year Limit for Certificate of Exemption https://www.mass.gov/technical-information-release/tir-85-1-five-year-limit-for-certificate-of-exemption-from-sales-and-use-tax
Massachusetts Department of Revenue Withholding Taxes on Wages https://www.mass.gov/guides/withholding-taxes-on-wages
Massachusetts Department of Industrial Accidents Workers' Compensation for Employers https://www.mass.gov/info-details/workers-compensation-for-employers
Massachusetts Executive Office of Labor and Workforce Development Workplace Posters https://www.mass.gov/info-details/workplace-posters

Recent Massachusetts Compliance Updates

View all compliance updates →

Methodology and Legal-Information Disclaimer

This guide is compiled from official state statutes, agency instructions, forms, and government guidance. Some entries are marked Verification in Progress where additional confirmation is underway. This material provides general information and does not replace legal, tax, or accounting advice.

Spotted an outdated fee, deadline, or citation? A dedicated correction-reporting channel for this guide is not live yet — check back soon.