Partners in Literacy Haiti · Mission Control
One console, one operator, every function of the organization. EIN 87-0904773.
Documents
One vault, eight folders, nothing lost
Finance, Governance, HR and Legal, Audit, Board, Management, Marketing, and Fundraise. Every document is classified into its folder, e-signed where needed, hash sealed, and filed by the DMS. The HR and Legal folder holds the nine signable templates every board member, staff member, and partner works from. Click a folder to open it.
Upload any file and the DMS classifies, hash seals, and files it. Edits are versioned; nothing is ever overwritten.
All documents · 48 documents, 13 needing attention. Every file is classified into its folder automatically when it enters the DMS.
| Document | Folder | Status | Updated | |
|---|---|---|---|---|
| Form 990-N, FY2025 | ◫ Finance | active | May 2026 | |
| FY2027 budget, for adoption Oct 26 | ◫ Finance | under review | Sep 2026 | |
| TechFides in kind donation, valuation memo | ◫ Finance | active | Sep 2026 | |
| Monthly reconciliation, Aug 2026 | ◫ Finance | active | Sep 5, 2026 | |
| General liability insurance policy | ◫ Finance | expiring | Renews Nov 2026 | |
| Indiana annual business entity report | ◫ Finance | active | Mar 2026 | |
| Articles of incorporation | ⚖ Governance | active | 2021 | |
| Bylaws, current adoption | ⚖ Governance | active | 2025 | |
| Bylaws amendment, eleven seat board and quorum, drafting | ⚖ Governance | under review | From the strategic plan guardrails | |
| IRS determination letter, 501(c)(3) | ⚖ Governance | active | 2022 | |
| Conflict of interest policy | ⚖ Governance | active | Apr 2026 | |
| Whistleblower policy | ⚖ Governance | under review | In the DMS pipeline | |
| Document retention and destruction policy | ⚖ Governance | under review | In the DMS pipeline | |
| Child safeguarding policy | ⚖ Governance | active | Jan 2026 | |
| Board meeting framework (GOV-004) ⬇ docx | ⚖ Governance | active | Template v1.1, Oct 2026 · up for adoption Nov 17 · reviewed each October | |
| Board member agreement (HRL-001) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · signed at seating, renews with term | |
| Conflict of interest policy and disclosure (HRL-002) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · annual | |
| Confidentiality agreement (HRL-003) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · survives service | |
| Code of conduct acknowledgment (HRL-004) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · reaffirmed annually | |
| Background check authorization (HRL-005) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · renews every 3 years | |
| Employment agreement template (HRL-006) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · per engagement | |
| Child safeguarding training acknowledgment (HRL-007) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · annual refresh | |
| Data stewardship training acknowledgment (HRL-008) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · annual refresh | |
| First aid certification record (HRL-009) ⬇ docx | ❖ HR & Legal | active | Template v1, Oct 2026 · per certificate, ~2 years | |
| Cryptographic audit ledger export, Q3 2026 | ☑ Audit | active | Sep 20, 2026 | |
| Access review, all grants and roles | ☑ Audit | active | Sep 2026 | |
| Compliance bundle, FY2026 | ☑ Audit | under review | Assembling automatically | |
| Independent financial review, FY2025 | ☑ Audit | active | Jun 2026 | |
| Strategic Plan Framework 2027 to 2031, draft v3 | ◈ Board | under review | Before the board; files as adopted on approval | |
| Board minutes archive, 2022 to 2026 | ◈ Board | under review | Re-processing through the DMS | |
| Board packet, Oct 26 meeting | ◈ Board | active | Auto-assembled, sent Oct 12 | |
| Board member agreements, 11 seats | ◈ Board | active | Oct 2026 | |
| Conflict of interest disclosures, FY2027 | ◈ Board | under review | 7 of 11 sealed | |
| Resolutions and decisions register | ◈ Board | active | Live, updates itself | |
| Operations manual, backend and field | ⚙ Management | active | Aug 2026 | |
| Volunteer code of conduct v3 | ⚙ Management | active | Apr 2026 | |
| Printer agreement, Kreyòl run 2026 | ⚙ Management | active | Jun 2026 | |
| Old web hosting agreement | ⚙ Management | expiring | Ends Nov 2026 | |
| Partner Schools protocol and policy agreement, template | ⚙ Management | active | Sep 2026 | |
| Brand kit, logos and colors | ✦ Marketing | active | Sep 2026 | |
| Relaunch press release, four languages | ✦ Marketing | active | Sep 20, 2026 | |
| Photo and story consent forms, Duplan | ✦ Marketing | active | Jul 2026 | |
| Social media guidelines | ✦ Marketing | under review | Draft with Social media lead | |
| FY2025 annual report | ♥ Fundraise | active | May 2026 | |
| FY2026 annual report | ♥ Fundraise | under review | Drafting, data auto-filled from this console | |
| TechFides service and donation acknowledgment letter | ♥ Fundraise | under review | Awaiting board chair signature | |
| Grant application archive | ♥ Fundraise | active | Live, fed by the grant engine | |
| Donor thank you letter templates, four languages | ♥ Fundraise | active | Sep 2026 |
Every edit creates a new sealed version in the audit ledger; prior versions stay retrievable. In production, uploads go to encrypted storage and e-sign routes fire automatically where a signature is required.
Template library
One naming convention, one home
Every template carries a folder code and a version, lives in its folder, and generates a prefilled document that files itself back into the vault. No more hunting through drives and inboxes.
Finance · 3 templates
FIN-001v4 · Aug 2026
Monthly reconciliation workbook
FIN-002v3 · Jun 2026
Expense reimbursement form
FIN-003v2 · Sep 2026
Annual budget worksheet
Governance · 3 templates
GOV-001v3 · Apr 2026
Conflict of interest annual disclosure
GOV-002v1 · Apr 2026
Policy adoption cover sheet
GOV-003v1 · Oct 2026
Pillar worksheet, strategic plan
HR & Legal · 9 templates
HRL-001v1 · Oct 2026
Board member agreement
HRL-002v1 · Oct 2026
Conflict of interest disclosure
HRL-003v1 · Oct 2026
Confidentiality agreement
HRL-004v1 · Oct 2026
Code of conduct acknowledgment
HRL-005v1 · Oct 2026
Background check authorization
HRL-006v1 · Oct 2026
Employment agreement
HRL-007v1 · Oct 2026
Child safeguarding training acknowledgment
HRL-008v1 · Oct 2026
Data stewardship training acknowledgment
HRL-009v1 · Oct 2026
First aid certification record
Audit · 1 templates
AUD-001v2 · Sep 2026
Quarterly compliance bundle export
Board · 4 templates
BRD-001v5 · Sep 2026
Board meeting agenda
BRD-002v5 · Sep 2026
Board meeting minutes
BRD-003v2 · Sep 2026
Board member agreement
BRD-004v3 · Sep 2026
Resolution and vote record
Management · 2 templates
MGT-001v1 · Sep 2026
Partner Schools protocol and policy agreement
MGT-002v3 · Apr 2026
Volunteer onboarding packet
Marketing · 2 templates
MKT-001v2 · Sep 2026
Press release, four language layout
MKT-002v2 · Jul 2026
Photo and story consent form
Fundraise · 3 templates
FUN-001v3 · Sep 2026
Gift acknowledgment letter, four languages
FUN-002v4 · Sep 2026
Grant proposal boilerplate
FUN-003v2 · May 2026
Annual report layout
Old copies floating in email and drives are retired: the DMS watermarks generated documents with their template code and version, so an outdated form is spotted on sight.
Signature requests
Sent, tracked, and chased automatically
Required board documents, proposed
The inventory every board keeps current
All processed through the DMS. Three are named on the Form 990.
| Document | Cadence | State |
|---|---|---|
| Articles of incorporation | Permanent record | ✓ |
| Bylaws, current adoption | Reviewed every 2 years | ✓ |
| IRS determination letter | Permanent record | ✓ |
| Conflict of interest policy | Annual board acknowledgment | ✓ |
| Whistleblower policy | Annual review | ● |
| Document retention and destruction policy | Annual review | ● |
| Child safeguarding policy | Annual review and training | ✓ |
| Gift acceptance and financial controls policy | Annual review | ● |
| Board minutes archive 2022 to 2026 | Re-processed once, then live | ● |
| Form 990 filings archive | Filed yearly | ✓ |
| Annual report | Published every year, data auto-filled from this console | ● |
| Gift and service acknowledgment letters | Within 30 days of each gift, generated automatically | ✓ |