Dashboard

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

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

Michael Torres

Term expires 5/31/2026

Document Completion

Overall5%
Organizational20%
Policies0%
Records0%
Financial0%

Policy Review Status

Conflict of Interest Policy27mo ago
Whistleblower Policy27mo ago
Document Retention Policy30mo ago
Gift Acceptance Policy47mo ago
Investment Policy Statement27mo ago
Executive Compensation Policy26mo ago
Code of Ethics56mo ago
Social Media Policy33mo ago
Data Privacy Policy25mo ago
Board Member Expense Reimbursement29mo ago