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Lakeview Community Foundation · Your governance health at a glance

Board Members

10

1 expiring soon

Policies Current

0/10

All up to date

Missing Docs

5

Action needed

COI Compliance

0%

Fully compliant

Health Score

0%

COI 0% · Policies 0%

Document Completion

Overall5%

Organizational20%

Policies0%

Records0%

Financial0%

Needs Attention

5

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Missing: Bylaws

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Missing: IRS Determination Letter (501c3)

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Missing: Conflict of Interest Policy

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Missing: Whistleblower Policy

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Missing: Document Retention Policy

Upcoming · Next 90 Days

→

Michael Torres

Term expires 5/31/2026

All Clear

✓

10 resolutions documented

✓

10 board members tracked

✓

0 of 10 policies current

Policy Review Status

Conflict of Interest Policy26mo ago

Whistleblower Policy26mo ago

Document Retention Policy28mo ago

Gift Acceptance Policy46mo ago

Investment Policy Statement25mo ago

Executive Compensation Policy24mo ago

Code of Ethics55mo ago

Social Media Policy31mo ago

Data Privacy Policy23mo ago

Board Member Expense Reimbursement27mo ago