Dashboard

Lakeview Community Foundation · Your governance health at a glance

Board Members

10

2 expiring soon

Policies Current

0/10

All up to date

Missing Docs

5

Action needed

COI Compliance

0%

Fully compliant

Governance Readiness

58%Developing

Reflects board structure, documents, policies, records, and compliance tracking.

Board StructureStrong
Governance DocumentsIn Progress
Governance PoliciesIn Progress
Governance RecordsIn Progress
Board ComplianceNot Started

Needs Attention

5
⚠

Missing: Bylaws

⚠

Missing: IRS Determination Letter (501c3)

⚠

Missing: Conflict of Interest Policy

⚠

Missing: Whistleblower Policy

⚠

Missing: Document Retention Policy

Upcoming · Next 90 Days

→

David Ramirez

Term expires 12/31/2026

→

Theresa Williams

Term expires 12/31/2026

Document Completion

Overall5%
Organizational20%
Policies0%
Records0%
Financial0%

Policy Review Status

Conflict of Interest Policy33mo ago
Whistleblower Policy33mo ago
Document Retention Policy35mo ago
Gift Acceptance Policy52mo ago
Investment Policy Statement32mo ago
Executive Compensation Policy31mo ago
Code of Ethics61mo ago
Social Media Policy38mo ago
Data Privacy Policy30mo ago
Board Member Expense Reimbursement34mo ago