501c3PO - The Nonprofit Droid You're Looking For

A comprehensive WordPress plugin for managing nonprofit organizations. Modular features can be independently enabled or disabled to fit your organization's needs.

Features

Core (Always Enabled)

• Member Management - Full CRUD: add, edit, delete, search, and filter members from WordPress admin
• Member Directory - Password-protected board portal with member listings and statistics
• Data Export/Import - CSV import/export for member data migration
• Role-Based Access - Custom WordPress roles: Member, Officer, Treasurer, Committee Chair
• Dashboard System - Password-protected board portal with configurable URL slug

Financial Management

• Transaction Ledger - Complete money trail: Customer > Stripe > Bank with color-coded status
• Stripe Integration - Sync charges, payouts, and refunds with AES-256 encrypted API key storage
• Bank Reconciliation - Import bank CSV, calculate running balances, monthly statements
• Transaction Matching - Auto-match across Stripe, Gravity Forms, and bank records (100% accuracy for Stripe/GF)
• Financial Reports - Income/expense graphs, year-over-year comparison, expense breakdown
• Print & Export - Print-optimized B&W output, CSV export of filtered data

Communication (In Development)

• Bulk Email - Standalone email system via wp_mail() with optional SMTP configuration
• Mailing Lists - Named lists (All Members, Board, Press Release) with per-member assignment
• Email Inbox Monitor - AI-powered: check a dedicated inbox, parse requests from approved senders, execute actions
• Unsubscribe Handling - CAN-SPAM compliant with signed unsubscribe links

Additional Modules

• Event Management - Events with RSVP tracking and volunteer coordination
• Officer Tools - Meeting agendas, minutes, document management
• Committee Management - Committee structure, membership, and reporting
• Document Management - File organization with cloud storage integration

Planned

• REST API - API endpoints for all plugin features with key-based authentication
• MCP Server - Model Context Protocol integration for AI agent access

Installation

Via Git (Recommended)

cd wp-content/plugins
git clone https://github.com/mattbaya/501c3PO.git

WordPress Upload

1. Download the latest release ZIP
2. Go to Plugins > Add New > Upload Plugin

Updating

# Option 1: Git pull
cd wp-content/plugins/501c3PO
git pull origin main

# Option 2: WP-CLI
wp 501c3po update

# Option 3: Automatic
# The plugin checks GitHub for updates and integrates with WordPress's update system

Configuration

1. Go to 501c3PO > Settings in WordPress admin
2. Set your organization name and board portal password
3. Enable/disable features as needed
4. Configure Stripe API key (encrypted storage) if using financial features

Feature Independence

Each feature module operates independently. Enabling or disabling one feature has no effect on others. There are no cross-dependencies between modules.

Board Portal

The plugin creates a password-protected frontend portal for board members:

• /board-portal - Main dashboard with navigation grid
• /board-portal/member-directory - Contact directory
• /board-portal/current-membership - Current year members (color-coded paid/unpaid)
• /board-portal/historical-membership - Multi-year tracking
• /board-portal/stats - Membership statistics
• /board-portal/financial/ - Financial reports and analysis

Shortcodes

Shortcode	Description
[member_stats]	Membership statistics summary
[member_directory]	Member contact directory
[member_current_list]	Current year member table
[member_historical_list]	Multi-year status table
[member_fiscal_table]	Fiscal year revenue analysis
[member_dashboard_grid]	Feature navigation grid

Database

All new plugin tables use the {prefix}c3_ naming convention for consistency across environments.

Table Naming

• New tables: $wpdb->prefix . 'c3_tablename' (e.g., swca_c3_stripe_transactions)
• Legacy member table: $wpdb->prefix . 'swca_members'

Requirements

• WordPress 5.0+
• PHP 8.0+ (8.3 recommended)
• MySQL 5.7+ / MariaDB 10.3+

Development

See CLAUDE.md for development environment details and TODO.md for the project roadmap.

Code Conventions

• Function prefix: five01c3po_
• Table prefix: $wpdb->prefix . 'c3_'
• WordPress coding standards
• Nonce verification on all forms
• Input sanitization and output escaping

License

GPL v2 or later