0
Skip to Content
Sustainability Education 4 Nonprofits
About
Blog
Archive
Subscribers
Subscribers-Only Feed
Subscribers-Only Articles
Subscribers-Only Videos
Subscribers-Only Resources
Subscribers Contact Page
Contact
Login Account
FREE SUBSCRIPTION PREVIEW
Sustainability Education 4 Nonprofits
About
Blog
Archive
Subscribers
Subscribers-Only Feed
Subscribers-Only Articles
Subscribers-Only Videos
Subscribers-Only Resources
Subscribers Contact Page
Contact
Login Account
FREE SUBSCRIPTION PREVIEW
About
Blog
Archive
Folder: Subscribers
Back
Subscribers-Only Feed
Subscribers-Only Articles
Subscribers-Only Videos
Subscribers-Only Resources
Subscribers Contact Page
Contact
Login Account
FREE SUBSCRIPTION PREVIEW
  • 5-Minute Lessons
    • May 7, 2024 VIDEO: Disclosing Your Form 990 Approval Process | 5-Minute Lessons 4 Nonprofits May 7, 2024
    • Oct 24, 2023 VIDEO: Getting a Tax ID Number (EIN) for a New Nonprofit | 5-Minute Lessons 4 Nonprofits Oct 24, 2023
    • Aug 8, 2023 VIDEO: Establishing a Timeline to Prepare an Annual Budget | 5-Minute Lessons 4 Nonprofits Aug 8, 2023
    • Jun 13, 2023 VIDEO: Opening a Bank Account for a New Nonprofit | 5-Minute Lessons 4 Nonprofits Jun 13, 2023
    • May 9, 2023 VIDEO: Applying the Segregation of Duties Principle | 5-Minute Lessons 4 Nonprofits May 9, 2023
    • Feb 28, 2023 VIDEO: Drafting Donor Acknowledgment Letters | 5-Minute Lessons 4 Nonprofits Feb 28, 2023
    • Dec 29, 2022 VIDEO: Describing Your Mission in the Form 990 | 5-Minute Lessons 4 Nonprofits Dec 29, 2022
    • Oct 31, 2022 VIDEO: Understanding the Public Support Test under § 509(a)(2) | 5-Minute Lessons 4 Nonprofits Oct 31, 2022
    • Aug 30, 2022 VIDEO: Formatting an Operating Reserve Policy | 5-Minute Lessons 4 Nonprofits Aug 30, 2022
    • Jun 30, 2022 VIDEO: Understanding the Public Support Test under § 170(b)(1)(A)(vi) | 5-Minute Lessons 4 Nonprofits Jun 30, 2022
    • Apr 30, 2022 VIDEO: Establishing a Cash Management Target Policy | 5-Minute Lessons 4 Nonprofits Apr 30, 2022
    • Feb 24, 2022 VIDEO: Keeping Board Meeting Minutes | 5-Minute Lessons 4 Nonprofits Feb 24, 2022
    • Jan 28, 2022 VIDEO: Adding an Assistant Treasurer Position | 5-Minute Lessons 4 Nonprofits Jan 28, 2022
  • Articles
    • May 30, 2025 Adding Spending Provisions to an Operating Reserve Policy May 30, 2025
    • Apr 24, 2025 How to Prepare Your Nonprofit for a Bank Loan or Line of Credit Apr 24, 2025
    • Mar 27, 2025 Funding Pipeline Reports Are Essential in a Changing World Mar 27, 2025
    • Feb 19, 2025 Building a Contingency Plan for an Unexpected CEO Departure Feb 19, 2025
    • Feb 3, 2025 Operating Reserves as a Key Indicator of Financial Health Feb 3, 2025
    • Dec 18, 2024 Enhancing the Nonprofit Treasurer Role and Relationship Dec 18, 2024
    • Oct 30, 2024 Five Ways Nonprofit Board Actions Can Be Challenged Under Law [SUBSCRIBERS-ONLY] Oct 30, 2024
    • Oct 15, 2024 The Problem with Hybrid Meetings and Events Oct 15, 2024
    • Sep 17, 2024 How to Make Virtual Board and Committee Meetings More Effective Sep 17, 2024
    • Sep 3, 2024 Q&A #166 – Are new nonprofits required to file BOI reports under the Corporate Transparency Act? Sep 3, 2024
    • Aug 20, 2024 The Fundamentals of the Unrelated Business Income Tax (UBIT) Aug 20, 2024
    • Aug 6, 2024 Q&A #165 – How often should a nonprofit CEO provide updates to the Board of Directors? Aug 6, 2024
    • Jul 30, 2024 Navigating the Nonprofit Dissolution Process Jul 30, 2024
    • Jul 23, 2024 How to Use Non-Traditional Communication Pathways to Enhance Board Member Engagement [SUBSCRIBERS-ONLY] Jul 23, 2024
    • Jul 2, 2024 Q&A #164 – What happens if all Board member terms have expired? Jul 2, 2024
    • Jun 18, 2024 Remembering the Long-Term Purpose of Operating Reserves Jun 18, 2024
    • Jun 4, 2024 Capital Budgets Play an Important Role in Nonprofit Planning and Budgeting Jun 4, 2024
    • Apr 30, 2024 Integrating Financial Health Assessments into Your Organization’s Planning Process Apr 30, 2024
    • Apr 2, 2024 Watching Over Pledges Receivable During Periods of Change and Uncertainty [SUBSCRIBERS-ONLY] Apr 2, 2024
    • Mar 19, 2024 The Importance of Keeping Records of Board and Officer Terms [SUBSCRIBERS-ONLY] Mar 19, 2024
    • Feb 27, 2024 Why Gift Acceptance Policies are Important and Must Be Periodically Reviewed and Updated Feb 27, 2024
    • Feb 6, 2024 Five Nonprofit Bylaws Issues That Are Often Overlooked Feb 6, 2024
    • Jan 16, 2024 Establishing a Form 990 Review and Approval Process Jan 16, 2024
    • Dec 26, 2023 Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY] Dec 26, 2023
    • Dec 19, 2023 The Best Nonprofit CFOs Go Beyond the Numbers Dec 19, 2023
    • Nov 21, 2023 Why and How Nonprofits Use Limited Liability Companies (LLCs) Nov 21, 2023
    • Oct 17, 2023 The Case Against Board “Give or Get” Policies for a Nonprofit Organization Oct 17, 2023
    • Sep 19, 2023 In the Search for Professional Services, Caring is as Important as Knowledge [SUBSCRIBERS-ONLY] Sep 19, 2023
    • Sep 5, 2023 What Many Nonprofits Misunderstand About Employee Probationary Periods Sep 5, 2023
    • Aug 15, 2023 Defining the Purposes and Roles of the Executive Committee Aug 15, 2023
    • Jul 18, 2023 The Functional Approach to Budgeting for Expenses Jul 18, 2023
    • Jun 20, 2023 Budgeting for Salaries is Key to the Nonprofit Budget Building Process Jun 20, 2023
    • May 16, 2023 Budgeting for Nonprofit Organizations and Why It’s Important to Start with Revenue and Support May 16, 2023
    • Apr 18, 2023 The Importance of Budgets to Nonprofit Organizations Apr 18, 2023
    • Mar 21, 2023 How Intermediate Cash Fund Pools Support Long-Term Investment Portfolios [SUBSCRIBERS-ONLY] Mar 21, 2023
    • Feb 21, 2023 How to Make Your Nonprofit Audit Committee More Impactful [SUBSCRIBERS-ONLY] Feb 21, 2023
    • Jan 30, 2023 Any Board Member Can Be a Board Champion Jan 30, 2023
    • Jan 16, 2023 Regular Communication Between Development and Finance Departments is Essential for Donor Management [SUBSCRIBERS-ONLY] Jan 16, 2023
    • Jan 9, 2023 The Case for Capitalizing Portable Electronic Devices (PEDs) [SUBSCRIBERS-ONLY] Jan 9, 2023
    • Dec 19, 2022 Drafting Dissolution Language for the Articles of Incorporation Dec 19, 2022
    • Dec 12, 2022 Purpose-Built Financial Messaging and Reporting Dec 12, 2022
    • Dec 5, 2022 How Nonprofits Can Better Manage Overhead Expenses [SUBSCRIBERS-ONLY] Dec 5, 2022
    • Nov 21, 2022 Making the Most of Your Time as a Board Member Nov 21, 2022
    • Nov 14, 2022 Ending Your Nonprofit Board Service on a High Note Nov 14, 2022
    • Nov 7, 2022 How Inflation Affects Planning, Budgets, and Operating Reserves Nov 7, 2022
    • Oct 24, 2022 Choosing to Serve an Additional Term as a Nonprofit Board Member Oct 24, 2022
    • Oct 17, 2022 Choosing to Serve as an Officer for a Nonprofit Organization Oct 17, 2022
    • Oct 10, 2022 Learning to Lead as an Experienced Board Member Oct 10, 2022
    • Oct 3, 2022 Finding the Right Fit as a Nonprofit Volunteer Oct 3, 2022
    • Sep 19, 2022 Drafting Purpose and Mission Language for the Articles of Incorporation Sep 19, 2022
    • Sep 12, 2022 Use Key Assumptions to Focus and Frame Planning and Messaging [SUBSCRIBERS-ONLY] Sep 12, 2022
    • Sep 5, 2022 The Overlooked Effects of Changing a Fiscal Year-End Sep 5, 2022
    • Aug 22, 2022 Applying Segregation of Duties Beyond Standard Checks and Balances [SUBSCRIBERS-ONLY] Aug 22, 2022
    • Aug 15, 2022 To Be Sustainable, Nonprofits Need to Have Profits Aug 15, 2022
    • Aug 8, 2022 Building Trust and Connection with Financial Reports Aug 8, 2022
    • Aug 1, 2022 Determining When to Involve the Board in HR Matters [SUBSCRIBERS-ONLY] Aug 1, 2022
    • Jul 18, 2022 Capital Campaigns and the Impact of Donor Fatigue [SUBSCRIBERS-ONLY] Jul 18, 2022
    • Jul 12, 2022 Three Steps to Simplify Monitoring the Balance Sheet Jul 12, 2022
    • Jul 11, 2022 Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY] Jul 11, 2022
    • Jun 30, 2022 The Wrong Way to Add a Charitable Arm to a For-Profit Business Jun 30, 2022
    • Jun 20, 2022 Enhanced Management Strategies for Indirect Costs [SUBSCRIBERS-ONLY] Jun 20, 2022
    • Jun 13, 2022 Three Steps to Be Better Prepared for Public Disclosure Requests [SUBSCRIBERS-ONLY] Jun 13, 2022
    • Jun 6, 2022 The Importance of Your First Year of Board Service Jun 6, 2022
    • May 23, 2022 With Your First Year of Board Service Complete, What’s Next? May 23, 2022
    • May 16, 2022 Planning for Your First Year of Board Service May 16, 2022
    • May 9, 2022 Preparing for Your First Board Meeting as a New Board Member May 9, 2022
    • May 2, 2022 Three Steps to Get Your New Board Member Service Off to a Good Start May 2, 2022
    • Apr 18, 2022 Audit Planning Calendars Can Make Audits Less Stressful and More Efficient [SUBSCRIBERS-ONLY] Apr 18, 2022
    • Apr 11, 2022 Aligning Investing Purpose to Institutional Mission and Culture [SUBSCRIBERS-ONLY] Apr 11, 2022
    • Apr 7, 2022 Three-Dimensional Financial Messaging Apr 7, 2022
    • Apr 4, 2022 Weighing the Benefits of 501(c)(3) Status Apr 4, 2022
    • Mar 21, 2022 Adding Pre-Month-End Closing Meetings Can Enhance Financial Communications [SUBSCRIBERS-ONLY] Mar 21, 2022
    • Mar 14, 2022 Time to Take a Fresh Look at Old Board-Designated Funds [SUBSCRIBERS-ONLY] Mar 14, 2022
    • Mar 7, 2022 Can a Sketch Work Better Than a Financial Forecast? [SUBSCRIBERS-ONLY] Mar 7, 2022
    • Feb 22, 2022 Part VI, Section A of the Form 990 Shines a Light on Your Board and Governance Practices Feb 22, 2022
    • Feb 14, 2022 Past Presidents Can Be a Powerful Resource or a Missed Opportunity Feb 14, 2022
    • Feb 7, 2022 A Lesson for Nonprofits about Public Perception from the Crisis Text Line Controversy [SUBSCRIBERS-ONLY] Feb 7, 2022
    • Jan 24, 2022 Three Tactics for Communicating Difficult Budget Issues to Your Board Jan 24, 2022
    • Jan 17, 2022 How to Better Leverage the Position of Immediate Past President [SUBSCRIBERS-ONLY] Jan 17, 2022
    • Jan 10, 2022 Three Attributes to Consider and Balance When Making Financial Decisions Jan 10, 2022
    • Jan 4, 2022 The Benefits of Multi-Year Budgets Jan 4, 2022
    • Dec 21, 2021 Successful Charity Auctions Start with Careful Planning Dec 21, 2021
    • Dec 13, 2021 Internal Accounting Controls and the Importance of Perception Dec 13, 2021
    • Dec 6, 2021 If Theft or Fraud Happens, Do Not Make It Worse with Silence Dec 6, 2021
    • Nov 22, 2021 The Importance of Operating and Intermediate Cash Management Target Policies Nov 22, 2021
    • Nov 1, 2021 Conferences Provide Unique Professional Developmental Opportunities [SUBSCRIBERS-ONLY] Nov 1, 2021
    • Oct 25, 2021 Improving Pledge Collections Through Active Communication [SUBSCRIBERS-ONLY] Oct 25, 2021
    • Oct 18, 2021 Capacity Risks are Real and Need Attention [SUBSCRIBERS-ONLY] Oct 18, 2021
    • Oct 11, 2021 Optimizing the Use of Restricted Funds Through an Annual Inventory and Assessment [SUBSCRIBERS-ONLY] Oct 11, 2021
    • Oct 4, 2021 Periodically Check Key Performance Indicators (KPIs) to Keep Them Relevant Oct 4, 2021
    • Sep 13, 2021 Matching Gifts Bring Financial Opportunities and Planning Challenges [SUBSCRIBERS-ONLY] Sep 13, 2021
    • Sep 6, 2021 Supercharge Your Nominations Committee [SUBSCRIBERS-ONLY] Sep 6, 2021
    • Aug 30, 2021 Reporting the Total Number of Volunteers on the Form 990 Aug 30, 2021
    • Aug 23, 2021 Key Takeaways from the 2021 ASAE Annual Meeting Aug 23, 2021
    • Aug 16, 2021 Nonprofits Should Stress Test Funding on a Regular Basis [SUBSCRIBERS-ONLY] Aug 16, 2021
    • Aug 2, 2021 Enterprise Resource Planning Should be About Mission, Not Just Systems [SUBSCRIBERS-ONLY] Aug 2, 2021
    • Jul 26, 2021 Using Insurance Brokers as Trusted Business Advisors [SUBSCRIBERS-ONLY] Jul 26, 2021
    • Jul 20, 2021 Creating a Culture of Projections: Actively Engaging Staff in the Financial Planning Process Jul 20, 2021
    • Jul 19, 2021 Investment Committees Should Be About Stewardship and Not Just Market Performance [SUBSCRIBERS-ONLY] Jul 19, 2021
    • Jul 12, 2021 Aim for Transition Rather than Recovery Jul 12, 2021
  • Nonprofit Glossary
    • Jan 23, 2024 VIDEO: What is Deferred Income? | Nonprofit Glossary Jan 23, 2024
    • Nov 28, 2023 VIDEO: What is an Unusual Grant? | Nonprofit Glossary Nov 28, 2023
    • Oct 31, 2023 VIDEO: What is a Prepaid Expense? | Nonprofit Glossary Oct 31, 2023
    • Sep 26, 2023 VIDEO: What is a Quid Pro Quo Contribution? | Nonprofit Glossary Sep 26, 2023
    • Aug 29, 2023 VIDEO: What is Accounts Payable? | Nonprofit Glossary Aug 29, 2023
    • Jul 25, 2023 VIDEO: What is the 501(h) Election? | Nonprofit Glossary Jul 25, 2023
    • Jun 27, 2023 VIDEO: What is Accrual Basis Accounting? | Nonprofit Glossary Jun 27, 2023
    • May 30, 2023 VIDEO: What is a Registered Agent? | Nonprofit Glossary May 30, 2023
    • Apr 25, 2023 VIDEO: What is Cash Basis Accounting? | Nonprofit Glossary Apr 25, 2023
    • Mar 28, 2023 VIDEO: What is a Supporting Organization? | Nonprofit Glossary Mar 28, 2023
  • Podcasts & Discussions
    • May 16, 2025 Video Podcast: Common Nonprofit Fiduciary Duty Issues May 16, 2025
    • Apr 10, 2025 Video Podcast: The Purposes and Roles of the Audit Committee Apr 10, 2025
    • Mar 13, 2025 VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements Mar 13, 2025
    • Feb 13, 2025 VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports Feb 13, 2025
    • Jan 15, 2025 VIDEO PODCAST: Managing Nonprofit Governance Disputes Jan 15, 2025
    • Dec 11, 2024 VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues Dec 11, 2024
    • Nov 20, 2024 VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status Nov 20, 2024
    • Oct 8, 2024 VIDEO PODCAST: Drafting Independent Contractor Agreements Oct 8, 2024
    • Sep 10, 2024 VIDEO PODCAST: Board Meeting Tips for Nonprofits Sep 10, 2024
    • Aug 13, 2024 VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves Aug 13, 2024
    • Jul 9, 2024 VIDEO PODCAST: Bylaws Tips for Nonprofits Jul 9, 2024
    • Jun 11, 2024 VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization Jun 11, 2024
    • May 14, 2024 VIDEO PODCAST: Using a Single-Member LLC as a Nonprofit Subsidiary May 14, 2024
    • Apr 9, 2024 VIDEO PODCAST: Improving your Form 990 Review Process Apr 9, 2024
    • Mar 12, 2024 VIDEO PODCAST: The Role of a Nonprofit CFO Mar 12, 2024
    • Jan 9, 2024 VIDEO PODCAST: Common Form 1099 Questions from Nonprofits Jan 9, 2024
    • Dec 12, 2023 VIDEO PODCAST: The Downsides of Board “Give or Get” Policies Dec 12, 2023
  • Q&A
    • May 9, 2025 Q&A #174 – Are past due Forms 990-N required to be filed for retroactive reinstatement of tax-exempt status? May 9, 2025
    • Apr 3, 2025 Q&A #173 – Can a 501(c)(3) nonprofit organization convert to for-profit status? Apr 3, 2025
    • Mar 6, 2025 Q&A #172 – Can nonprofits use a virtual office as their registered agent address? Mar 6, 2025
    • Jan 29, 2025 Q&A #171 – Can nonprofits rely on Form W-9 information when sending the Form 1099? Jan 29, 2025
    • Jan 8, 2025 Q&A #170 – Must nonprofits issue a Form 1099 for a contractor based in a foreign country? Jan 8, 2025
    • Dec 4, 2024 Q&A #169 – Must a Form 1099 be issued for a scholarship payment? Dec 4, 2024
    • Nov 12, 2024 Q&A #168 – Is a newly formed nonprofit required to file Form 990-N for its first short tax year? Nov 12, 2024
    • Oct 1, 2024 Q&A #167 – Does the Board of Directors have a responsibility to review staff policies? Oct 1, 2024
    • Sep 3, 2024 Q&A #166 – Are new nonprofits required to file BOI reports under the Corporate Transparency Act? Sep 3, 2024
    • Aug 6, 2024 Q&A #165 – How often should a nonprofit CEO provide updates to the Board of Directors? Aug 6, 2024
    • Jul 2, 2024 Q&A #164 – What happens if all Board member terms have expired? Jul 2, 2024
    • Apr 16, 2024 Q&A #162 – Can nonprofit volunteers deduct the value of their services as a charitable contribution? Apr 16, 2024
    • Jan 2, 2024 Q&A #161 – Can a foreign nonprofit organization qualify for 501(c)(3) status? Jan 2, 2024
    • Dec 5, 2023 Q&A #160 – Are nonprofit organizations subject to the Fair Labor Standards Act (FLSA)? Dec 5, 2023
    • Nov 7, 2023 Q&A #159 – Should a nonprofit hire an investment advisor? Nov 7, 2023
    • Oct 3, 2023 Q&A #158 – What happens if a fraudulent Form 1023-EZ is filed for my organization? Oct 3, 2023
    • Aug 22, 2023 Q&A #157 – What are the legal limits of an Executive Committee’s authority? Aug 22, 2023
    • Aug 1, 2023 Q&A #156 – Who is considered a family member under nonprofit conflict of interest rules? Aug 1, 2023
    • Jul 4, 2023 Q&A #155 – Can a nonprofit convert to 501(c)(3) status from another tax-exempt status? Jul 4, 2023
    • Jun 6, 2023 Q&A #154 – Are nonprofits required to have a document retention and destruction policy? Jun 6, 2023
    • May 2, 2023 Q&A #153 – Are nonprofits required to have a whistleblower policy? May 2, 2023
    • Apr 4, 2023 Q&A #152 – What happens if a 501(c)(3) public charity exceeds the 501(h) lobbying limits? Apr 4, 2023
    • Mar 7, 2023 Q&A #151 – Who should nonprofits name as their principal officer at the top of the Form 990? Mar 7, 2023
    • Feb 14, 2023 Q&A #150 – Can a nonprofit change its mission without IRS approval? Feb 14, 2023
    • Feb 1, 2023 Q&A #149 – Can a nonprofit use a DBA or trade name? Feb 1, 2023
    • Jan 25, 2023 Q&A #148 – How far in advance must Board meeting materials be sent to Board members? Jan 25, 2023
    • Jan 18, 2023 Q&A #147 – Must a Form 1099 be issued for expense reimbursements paid to Board members and volunteers? Jan 18, 2023
    • Jan 11, 2023 Q&A #146 – Is IRS approval required to become a supporting organization? Jan 11, 2023
    • Jan 4, 2023 Q&A #145 – Does an annual fundraising event trigger unrelated business income tax (UBIT)? Jan 4, 2023
    • Dec 28, 2022 Q&A #144 – What is the year-end charitable deduction deadline for donations made via credit card? Dec 28, 2022
    • Dec 21, 2022 Q&A #143 – Should a nonprofit include the audited financial statement in its annual report?  Dec 21, 2022
    • Dec 14, 2022 Q&A #142 – Can a home address be used when incorporating a new nonprofit? Dec 14, 2022
    • Dec 7, 2022 Q&A #141 – Does a grant recipient’s lobbying count towards the grantor’s lobbying limits? Dec 7, 2022
    • Nov 30, 2022 Q&A #140 – How do nonprofits report a name change to the IRS? Nov 30, 2022
    • Nov 23, 2022 Q&A #139 – Does a nonprofit name change require an amendment to the governing documents? Nov 23, 2022
    • Nov 16, 2022 Q&A #138 – How do nonprofits report a change of address to the IRS? Nov 16, 2022
    • Nov 9, 2022 Q&A #137 – Is an amended Form 990 required to correct a minor error or omission? Nov 9, 2022
    • Nov 2, 2022 Q&A #136 – Is good cause required to remove a nonprofit Board member? Nov 2, 2022
    • Oct 26, 2022 Q&A #135 – Must directors who left the Board mid-year be listed in the Form 990? Oct 26, 2022
    • Oct 19, 2022 Q&A #134 – Are pending applications for tax-exempt status subject to public disclosure requirements? Oct 19, 2022
    • Oct 12, 2022 Q&A #133 – How does delegation to a committee impact the fiduciary duties of Board members? Oct 12, 2022
    • Oct 5, 2022 Q&A #132 – Does every nonprofit committee need to have a charter? Oct 5, 2022
    • Sep 28, 2022 Q&A #131 – Do nonprofit committees need to be listed in the Bylaws? Sep 28, 2022
    • Sep 21, 2022 Q&A #130 – Is monthly distribution of financial reports to the Board a best practice? Sep 21, 2022
    • Sep 14, 2022 Q&A #129 – Are 501(c)(3) organizations automatically exempt from state corporate income tax? Sep 14, 2022
    • Sep 7, 2022 Q&A #128 – Does the tax-exemption reinstatement process require organizations to file the Forms 990 they missed? Sep 7, 2022
    • Aug 31, 2022 Q&A #127 – What happens when an organization’s nonprofit corporation status is revoked? Aug 31, 2022
    • Aug 24, 2022 Q&A #126 – Are 501(c)(3) organizations automatically exempt from sales and use tax? Aug 24, 2022
    • Aug 17, 2022 Q&A #125 – Are in-kind contributions by Board members considered conflict of interest transactions? Aug 17, 2022
    • Aug 10, 2022 Q&A #124 – Can the volunteer exception to the unrelated business income tax (UBIT) apply if the business is partially run by paid staff? Aug 10, 2022
    • Aug 3, 2022 Q&A #123 – Are merchandise sales considered a related activity for unrelated business income tax (UBIT) purposes? Aug 3, 2022
    • Jul 27, 2022 Q&A #122 – Why would a nonprofit, tax-exempt organization form a single-member LLC? Jul 27, 2022
    • Jul 20, 2022 Q&A #121 – Is a nonprofit permitted to compensate Board members for their Board service? Jul 20, 2022
    • Jul 13, 2022 Q&A #120 – Can a program be transferred from a 501(c)(3) organization to a 501(c)(6) organization? Jul 13, 2022
    • Jul 6, 2022 Q&A #119 – Are officers of a nonprofit required to be Board members? Jul 6, 2022
    • Jun 29, 2022 Q&A #118 – What happens if an organization misses the 27-month deadline to submit the Form 1023? Jun 29, 2022
    • Jun 22, 2022 Q&A #117 – How does a nonprofit transfer a program to another nonprofit? Jun 22, 2022
    • Jun 15, 2022 Q&A #116 – Do restricted funds need to be kept in a separate bank account? Jun 15, 2022
    • Jun 8, 2022 Q&A #115 – Are nonprofit Board members required to be U.S. residents? Jun 8, 2022
    • Jun 1, 2022 Q&A #114 – What happens if a nonprofit fails to hold regular Board meetings? Jun 1, 2022
    • May 25, 2022 Q&A #113 – What happens when a nonprofit Board vote is tied? May 25, 2022
    • May 18, 2022 Q&A #112 – Can a chairperson unilaterally suspend a nonprofit organization’s Bylaws? May 18, 2022
    • May 11, 2022 Q&A #111 – How should nonprofits fill out the Form W-9? May 11, 2022
    • May 4, 2022 Q&A #110 – Are small nonprofits required to provide paid interns with health insurance? May 4, 2022
    • Apr 27, 2022 Q&A #109 – Can Board members insist that meeting minutes reflect their dissent? Apr 27, 2022
    • Apr 20, 2022 Q&A #108 – Can interns be paid as independent contractors? Apr 20, 2022
    • Apr 13, 2022 Q&A #107 – Should a majority of a nonprofit’s Board members be independent? Apr 13, 2022
    • Apr 6, 2022 Q&A #106 – Should a finance committee vote to approve monthly financial reports? Apr 6, 2022
    • Mar 30, 2022 Q&A #105 – Can an exception to a contractual requirement be approved without signing an amendment? Mar 30, 2022
    • Mar 23, 2022 Q&A #104 – Does indemnification language in a contract apply only to third party claims? Mar 23, 2022
    • Mar 16, 2022 Q&A #103 – What does an “entire agreement” clause mean in a contract? Mar 16, 2022
    • Mar 9, 2022 Q&A #102 – Do in-kind contributions of property count toward the $50,000 per year limit for Form 1023-EZ eligibility? Mar 9, 2022
    • Mar 2, 2022 Q&A #101 – What does it mean to sign a contract in counterparts? Mar 2, 2022
    • Feb 23, 2022 Q&A #100 – Must Board meeting minutes be formally approved by the Board? Feb 23, 2022
    • Feb 16, 2022 Q&A #99 – Do non-spouse romantic relationships raise conflict of interest issues? Feb 16, 2022
    • Feb 9, 2022 Q&A #98 – When should nonprofits hold their annual Board meeting? Feb 9, 2022
    • Feb 2, 2022 Q&A #97 – What to do when the Bylaws are ambiguous? Feb 2, 2022
    • Jan 26, 2022 Q&A #96 – Must a Form 1099 be issued for a grant made to a nonprofit organization? Jan 26, 2022
    • Jan 19, 2022 Q&A #95 – Can nonprofit parent and subsidiary organizations have identical Boards? Jan 19, 2022
    • Jan 12, 2022 Q&A #94 – How is a tax gross up calculated? Jan 12, 2022
    • Jan 5, 2022 Q&A #93 – Are term limited Board members ever eligible to rejoin the Board? Jan 5, 2022
    • Dec 29, 2021 Q&A #92 – Are nonprofit Boards required to have term limits? Dec 29, 2021
    • Dec 22, 2021 Q&A #91 – Does the Past President have voting rights on a nonprofit Board of Directors? Dec 22, 2021
    • Dec 15, 2021 Q&A #90 – What happens if a Board member’s term expires and no successor is elected? Dec 15, 2021
    • Dec 8, 2021 Q&A #89 – Are grants from donor advised funds subject to 2% limit when calculating public support on Form 990, Schedule A? Dec 8, 2021
    • Dec 1, 2021 Q&A #88 – Does theft or fraud need to be reported on the Form 990? Dec 1, 2021
    • Nov 24, 2021 Q&A #87 – Who controls the remaining funds when fiscal sponsorship is terminated? Nov 24, 2021
    • Nov 17, 2021 Q&A #86 – Is a private foundation always required to obtain an equivalency determination opinion letter before making a grant to a foreign charity? Nov 17, 2021
    • Nov 10, 2021 Q&A #85 – Are committees required to keep meeting minutes? Nov 10, 2021
    • Nov 3, 2021 Q&A #84 – Can a charitable assistance program be limited to people in a single neighborhood? Nov 3, 2021
    • Oct 27, 2021 Q&A #83 – What happens if my organization files Form 1023-EZ and then exceeds $50,000 in revenue? Oct 27, 2021
    • Oct 20, 2021 Q&A #82 – Should a church file a Form 1023 for recognition of 501(c)(3) status? Oct 20, 2021
    • Oct 13, 2021 Q&A #81 – Must a Form 1099 be issued for a need-based grant made to an individual? Oct 13, 2021
    • Oct 6, 2021 Q&A #80 – What’s the difference between a motion and a resolution? Oct 6, 2021
    • Sep 29, 2021 Q&A #79 – Can an expense reimbursement policy allow small purchases to be reimbursed without receipts? Sep 29, 2021
    • Sep 22, 2021 Q&A #78 – What’s the difference between a private operating foundation and a private non-operating foundation? Sep 22, 2021
    • Sep 15, 2021 Q&A #77 – Should every contract have indemnification language? Sep 15, 2021
    • Sep 8, 2021 Q&A #76 – Is Form 990, Schedule B donor information required with my organization’s state charitable solicitation registrations? Sep 8, 2021
    • Sep 1, 2021 Q&A #75 – Are there advantages to 501(c)(4) status compared to 501(c)(6) status? Sep 1, 2021
    • Aug 25, 2021 Q&A #74 – How does simple majority voting differ from other types of Board voting? Aug 25, 2021
  • Resources
    • May 22, 2025 TEMPLATE: Whistleblower Policy [SUBSCRIBERS-ONLY] May 22, 2025
    • Apr 18, 2025 TEMPLATE: Volunteer Services Agreement [SUBSCRIBERS-ONLY] Apr 18, 2025
    • Mar 20, 2025 WORKSHEET: Funding Pipeline Spreadsheet and Instructions Mar 20, 2025
    • Feb 27, 2025 TEMPLATE: Model A Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY] Feb 27, 2025
    • Jan 22, 2025 TEMPLATE: Model C Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY] Jan 22, 2025
    • Dec 24, 2024 TEMPLATE: Multi-Year Grant Usage Schedule [SUBSCRIBERS-ONLY] Dec 24, 2024
    • Nov 27, 2024 TEMPLATE: Short and Basic Grant Agreement [SUBSCRIBERS-ONLY] Nov 27, 2024
    • Oct 22, 2024 TEMPLATE: Operating Reserves Status Report Spreadsheet Oct 22, 2024
    • Sep 24, 2024 TEMPLATE: Code of Ethics [SUBSCRIBERS-ONLY] Sep 24, 2024
    • Aug 27, 2024 CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY] Aug 27, 2024
    • Jul 16, 2024 TEMPLATE: Independent Contractor Agreement [SUBSCRIBERS-ONLY] Jul 16, 2024
    • Jun 25, 2024 TEMPLATE: Labor Budget Worksheet Jun 25, 2024
    • May 28, 2024 TEMPLATE: Basic Capital Budget Spreadsheet [SUBSCRIBERS-ONLY] May 28, 2024
    • Apr 23, 2024 WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY] Apr 23, 2024
    • Mar 26, 2024 TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines [SUBSCRIBERS-ONLY] Mar 26, 2024
    • Feb 27, 2024 TEMPLATE: Donor Acknowledgement Letters [SUBSCRIBERS-ONLY] Feb 27, 2024
    • Aug 1, 2022 CHECKLIST: Simplified Balance Sheet Assessment Aug 1, 2022
    • Jul 1, 2022 CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization Jul 1, 2022
    • Feb 21, 2022 GUIDE SHEET: Form 990, Page 6, Part VI, Section A - Governing Body and Management [SUBSCRIBERS-ONLY] Feb 21, 2022
    • Jan 3, 2022 TEMPLATE: 3-Month Rolling Budget [SUBSCRIBERS-ONLY] Jan 3, 2022
    • Jan 2, 2022 TEMPLATE: Multi-Year Budget Financial Dashboard [SUBSCRIBERS-ONLY] Jan 2, 2022
    • Dec 20, 2021 CHECKLIST: Charity Auctions Done Right [SUBSCRIBERS-ONLY] Dec 20, 2021
    • Aug 17, 2020 EBOOK: Nonprofit Legal Basics Primer [SUBSCRIBERS-ONLY] Aug 17, 2020
    • May 26, 2020 EBOOK: Glossary of Financial and Accounting Terminology [SUBSCRIBERS-ONLY] May 26, 2020
  • Subscribers-Only
    • May 26, 2025 VIDEO Q&A for Subscribers: May 2025 May 26, 2025
    • May 22, 2025 TEMPLATE: Whistleblower Policy [SUBSCRIBERS-ONLY] May 22, 2025
    • May 16, 2025 Video Podcast: Common Nonprofit Fiduciary Duty Issues May 16, 2025
    • Apr 28, 2025 VIDEO Q&A for Subscribers: April 2025 Apr 28, 2025
    • Apr 18, 2025 TEMPLATE: Volunteer Services Agreement [SUBSCRIBERS-ONLY] Apr 18, 2025
    • Apr 10, 2025 Video Podcast: The Purposes and Roles of the Audit Committee Apr 10, 2025
    • Mar 30, 2025 VIDEO Q&A for Subscribers: March 2025 Mar 30, 2025
    • Mar 13, 2025 VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements Mar 13, 2025
    • Feb 28, 2025 VIDEO Q&A for Subscribers: February 2025 Feb 28, 2025
    • Feb 27, 2025 TEMPLATE: Model A Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY] Feb 27, 2025
    • Feb 13, 2025 VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports Feb 13, 2025
    • Jan 27, 2025 VIDEO Q&A for Subscribers: January 2025 Jan 27, 2025
    • Jan 22, 2025 TEMPLATE: Model C Fiscal Sponsorship Agreement [SUBSCRIBERS-ONLY] Jan 22, 2025
    • Jan 15, 2025 VIDEO PODCAST: Managing Nonprofit Governance Disputes Jan 15, 2025
    • Dec 29, 2024 VIDEO Q&A for Subscribers: December 2024 Dec 29, 2024
    • Dec 24, 2024 TEMPLATE: Multi-Year Grant Usage Schedule [SUBSCRIBERS-ONLY] Dec 24, 2024
    • Dec 11, 2024 VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues Dec 11, 2024
    • Nov 27, 2024 TEMPLATE: Short and Basic Grant Agreement [SUBSCRIBERS-ONLY] Nov 27, 2024
    • Nov 20, 2024 VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status Nov 20, 2024
    • Oct 30, 2024 Five Ways Nonprofit Board Actions Can Be Challenged Under Law [SUBSCRIBERS-ONLY] Oct 30, 2024
    • Oct 27, 2024 VIDEO Q&A for Subscribers: October 2024 Oct 27, 2024
    • Oct 8, 2024 VIDEO PODCAST: Drafting Independent Contractor Agreements Oct 8, 2024
    • Sep 30, 2024 VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY] Sep 30, 2024
    • Sep 24, 2024 TEMPLATE: Code of Ethics [SUBSCRIBERS-ONLY] Sep 24, 2024
    • Sep 10, 2024 VIDEO PODCAST: Board Meeting Tips for Nonprofits Sep 10, 2024
    • Aug 27, 2024 CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY] Aug 27, 2024
    • Aug 25, 2024 VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY] Aug 25, 2024
    • Aug 13, 2024 VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves Aug 13, 2024
    • Jul 28, 2024 VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY] Jul 28, 2024
    • Jul 23, 2024 How to Use Non-Traditional Communication Pathways to Enhance Board Member Engagement [SUBSCRIBERS-ONLY] Jul 23, 2024
    • Jul 16, 2024 TEMPLATE: Independent Contractor Agreement [SUBSCRIBERS-ONLY] Jul 16, 2024
    • Jul 9, 2024 VIDEO PODCAST: Bylaws Tips for Nonprofits Jul 9, 2024
    • Jun 25, 2024 TEMPLATE: Labor Budget Worksheet Jun 25, 2024
    • Jun 11, 2024 VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization Jun 11, 2024
    • May 28, 2024 TEMPLATE: Basic Capital Budget Spreadsheet [SUBSCRIBERS-ONLY] May 28, 2024
    • Apr 30, 2024 Integrating Financial Health Assessments into Your Organization’s Planning Process Apr 30, 2024
    • Apr 23, 2024 WORKSHEET: Financial Health Assessment and Implementation Framework [SUBSCRIBERS-ONLY] Apr 23, 2024
    • Apr 2, 2024 Watching Over Pledges Receivable During Periods of Change and Uncertainty [SUBSCRIBERS-ONLY] Apr 2, 2024
    • Mar 26, 2024 TEMPLATE: Current Operating and Intermediate Funds Cash Management Guidelines [SUBSCRIBERS-ONLY] Mar 26, 2024
    • Mar 19, 2024 The Importance of Keeping Records of Board and Officer Terms [SUBSCRIBERS-ONLY] Mar 19, 2024
    • Dec 26, 2023 Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY] Dec 26, 2023
    • Sep 19, 2023 In the Search for Professional Services, Caring is as Important as Knowledge [SUBSCRIBERS-ONLY] Sep 19, 2023
    • Mar 21, 2023 How Intermediate Cash Fund Pools Support Long-Term Investment Portfolios [SUBSCRIBERS-ONLY] Mar 21, 2023
    • Feb 21, 2023 How to Make Your Nonprofit Audit Committee More Impactful [SUBSCRIBERS-ONLY] Feb 21, 2023
    • Jan 16, 2023 Regular Communication Between Development and Finance Departments is Essential for Donor Management [SUBSCRIBERS-ONLY] Jan 16, 2023
    • Jan 9, 2023 The Case for Capitalizing Portable Electronic Devices (PEDs) [SUBSCRIBERS-ONLY] Jan 9, 2023
    • Dec 5, 2022 How Nonprofits Can Better Manage Overhead Expenses [SUBSCRIBERS-ONLY] Dec 5, 2022
    • Sep 12, 2022 Use Key Assumptions to Focus and Frame Planning and Messaging [SUBSCRIBERS-ONLY] Sep 12, 2022
    • Aug 22, 2022 Applying Segregation of Duties Beyond Standard Checks and Balances [SUBSCRIBERS-ONLY] Aug 22, 2022
    • Aug 1, 2022 Determining When to Involve the Board in HR Matters [SUBSCRIBERS-ONLY] Aug 1, 2022
    • Jul 18, 2022 Capital Campaigns and the Impact of Donor Fatigue [SUBSCRIBERS-ONLY] Jul 18, 2022
    • Jul 11, 2022 Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY] Jul 11, 2022
    • Jun 20, 2022 Enhanced Management Strategies for Indirect Costs [SUBSCRIBERS-ONLY] Jun 20, 2022
    • Jun 13, 2022 Three Steps to Be Better Prepared for Public Disclosure Requests [SUBSCRIBERS-ONLY] Jun 13, 2022
    • Apr 18, 2022 Audit Planning Calendars Can Make Audits Less Stressful and More Efficient [SUBSCRIBERS-ONLY] Apr 18, 2022
    • Apr 11, 2022 Aligning Investing Purpose to Institutional Mission and Culture [SUBSCRIBERS-ONLY] Apr 11, 2022
    • Apr 7, 2022 Three-Dimensional Financial Messaging Apr 7, 2022
    • Mar 21, 2022 Adding Pre-Month-End Closing Meetings Can Enhance Financial Communications [SUBSCRIBERS-ONLY] Mar 21, 2022
    • Mar 14, 2022 Time to Take a Fresh Look at Old Board-Designated Funds [SUBSCRIBERS-ONLY] Mar 14, 2022
    • Mar 7, 2022 Can a Sketch Work Better Than a Financial Forecast? [SUBSCRIBERS-ONLY] Mar 7, 2022
    • Feb 21, 2022 GUIDE SHEET: Form 990, Page 6, Part VI, Section A - Governing Body and Management [SUBSCRIBERS-ONLY] Feb 21, 2022
    • Feb 7, 2022 A Lesson for Nonprofits about Public Perception from the Crisis Text Line Controversy [SUBSCRIBERS-ONLY] Feb 7, 2022
    • Jan 24, 2022 Three Tactics for Communicating Difficult Budget Issues to Your Board Jan 24, 2022
    • Jan 17, 2022 How to Better Leverage the Position of Immediate Past President [SUBSCRIBERS-ONLY] Jan 17, 2022
    • Jan 3, 2022 TEMPLATE: 3-Month Rolling Budget [SUBSCRIBERS-ONLY] Jan 3, 2022
    • Jan 2, 2022 TEMPLATE: Multi-Year Budget Financial Dashboard [SUBSCRIBERS-ONLY] Jan 2, 2022
    • Dec 20, 2021 CHECKLIST: Charity Auctions Done Right [SUBSCRIBERS-ONLY] Dec 20, 2021
    • Nov 1, 2021 Conferences Provide Unique Professional Developmental Opportunities [SUBSCRIBERS-ONLY] Nov 1, 2021
    • Oct 25, 2021 Improving Pledge Collections Through Active Communication [SUBSCRIBERS-ONLY] Oct 25, 2021
    • Oct 18, 2021 Capacity Risks are Real and Need Attention [SUBSCRIBERS-ONLY] Oct 18, 2021
    • Oct 11, 2021 Optimizing the Use of Restricted Funds Through an Annual Inventory and Assessment [SUBSCRIBERS-ONLY] Oct 11, 2021
    • Sep 13, 2021 Matching Gifts Bring Financial Opportunities and Planning Challenges [SUBSCRIBERS-ONLY] Sep 13, 2021
    • Sep 6, 2021 Supercharge Your Nominations Committee [SUBSCRIBERS-ONLY] Sep 6, 2021
    • Aug 16, 2021 Nonprofits Should Stress Test Funding on a Regular Basis [SUBSCRIBERS-ONLY] Aug 16, 2021
    • Aug 2, 2021 Enterprise Resource Planning Should be About Mission, Not Just Systems [SUBSCRIBERS-ONLY] Aug 2, 2021
    • Jul 26, 2021 Using Insurance Brokers as Trusted Business Advisors [SUBSCRIBERS-ONLY] Jul 26, 2021
    • Jul 19, 2021 Investment Committees Should Be About Stewardship and Not Just Market Performance [SUBSCRIBERS-ONLY] Jul 19, 2021
    • Jul 5, 2021 Empathy and Social Purpose Have a Special Place in Financial Decision-Making [SUBSCRIBERS-ONLY] Jul 5, 2021
    • Jun 21, 2021 Apply Phase-In Strategies to Triumph Over Uncertainty and Gain Acceptance [SUBSCRIBERS-ONLY] Jun 21, 2021
    • Jun 14, 2021 Why Actual Timekeeping is Better Than Estimated Labor Allocations [SUBSCRIBERS-ONLY] Jun 14, 2021
    • May 31, 2021 Finance Committee Orientation Meetings are Worth the Effort [SUBSCRIBERS-ONLY] May 31, 2021
    • May 24, 2021 Managing Current and Future Impacts of Deferred Income [SUBSCRIBERS-ONLY] May 24, 2021
    • May 17, 2021 How to Get the Most Out of Audit Firm Interviews [SUBSCRIBERS-ONLY] May 17, 2021
    • May 10, 2021 Using Banking Professionals as Trusted Business Advisors [SUBSCRIBERS-ONLY] May 10, 2021
    • May 3, 2021 Assembling a Team of Trusted Business Advisors [SUBSCRIBERS-ONLY] May 3, 2021
    • Apr 26, 2021 The Practical Side of Annual Conflict of Interest Disclosure Statements [SUBSCRIBERS-ONLY] Apr 26, 2021
    • Apr 19, 2021 Always Add Written Management Responses When There Are Audit Findings [SUBSCRIBERS-ONLY] Apr 19, 2021
    • Apr 12, 2021 Auditor Continuance: An Annual Question, Not an Annual Change [SUBSCRIBERS-ONLY] Apr 12, 2021
    • Apr 5, 2021 Recruiting and Using Finance Volunteers in Governance Roles [SUBSCRIBERS-ONLY] Apr 5, 2021
    • Feb 8, 2021 Strong Financial Health Opens the Door to Collaborations with Other Nonprofits [SUBSCRIBERS-ONLY] Feb 8, 2021
    • Jan 18, 2021 Now is the Time to Push for Changes to Non-Full Cost Funding Practices [SUBSCRIBERS-ONLY] Jan 18, 2021
    • Jan 11, 2021 The Challenges of Accepting Non-Full Cost Funding [SUBSCRIBERS-ONLY] Jan 11, 2021
    • Dec 21, 2020 When to Prioritize Legal Review of Your Nonprofit’s Contracts [SUBSCRIBERS-ONLY] Dec 21, 2020
    • Dec 14, 2020 Strategies to Keep Board Members on Track with their Commitments [SUBSCRIBERS-ONLY] Dec 14, 2020
    • Dec 7, 2020 Financial Teaching Moments are All Around Us [SUBSCRIBERS-ONLY] Dec 7, 2020
    • Nov 30, 2020 Operating Reserve Policies are a Perfect Vehicle for Targeting Your Budget’s Bottom-Line Nov 30, 2020
    • Nov 23, 2020 Three Key Planning Steps to Get a Head Start on Your Next Audit [SUBSCRIBERS-ONLY] Nov 23, 2020
    • Nov 16, 2020 A Revenue Aligned Budget is the Safe Way to Go [SUBSCRIBERS-ONLY] Nov 16, 2020
    • Nov 9, 2020 Some Legal Issues to Consider When Trying to Get Out of Your Office Lease [SUBSCRIBERS-ONLY] Nov 9, 2020
    • Oct 19, 2020 Planning Considerations Before Launching a Capital Campaign or Building a New Endowment Fund [SUBSCRIBERS-ONLY] Oct 19, 2020
  • Subscribers-Only Resources Preview
    • Mar 20, 2025 WORKSHEET: Funding Pipeline Spreadsheet and Instructions Mar 20, 2025
    • Oct 22, 2024 TEMPLATE: Operating Reserves Status Report Spreadsheet Oct 22, 2024
    • Aug 1, 2022 CHECKLIST: Simplified Balance Sheet Assessment Aug 1, 2022
    • Jul 1, 2022 CHECKLIST: Steps to Forming a 501(c)(3) Nonprofit Organization Jul 1, 2022
  • Subscribers-Only Videos and Resources Preview
    • Nov 24, 2024 VIDEO Q&A for Subscribers: November 2024 [PREVIEW] Nov 24, 2024
  • Subscription Preview
    • Apr 30, 2024 Integrating Financial Health Assessments into Your Organization’s Planning Process Apr 30, 2024
    • Feb 6, 2024 Five Nonprofit Bylaws Issues That Are Often Overlooked Feb 6, 2024
    • Apr 7, 2022 Three-Dimensional Financial Messaging Apr 7, 2022
    • Nov 30, 2020 Operating Reserve Policies are a Perfect Vehicle for Targeting Your Budget’s Bottom-Line Nov 30, 2020
  • Video Q&As
    • May 26, 2025 VIDEO Q&A for Subscribers: May 2025 May 26, 2025
    • Apr 28, 2025 VIDEO Q&A for Subscribers: April 2025 Apr 28, 2025
    • Feb 28, 2025 VIDEO Q&A for Subscribers: February 2025 Feb 28, 2025
    • Jan 27, 2025 VIDEO Q&A for Subscribers: January 2025 Jan 27, 2025
    • Dec 29, 2024 VIDEO Q&A for Subscribers: December 2024 Dec 29, 2024
    • Nov 24, 2024 VIDEO Q&A for Subscribers: November 2024 [PREVIEW] Nov 24, 2024
    • Oct 27, 2024 VIDEO Q&A for Subscribers: October 2024 Oct 27, 2024
    • Sep 30, 2024 VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY] Sep 30, 2024
    • Aug 25, 2024 VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY] Aug 25, 2024
    • Jul 28, 2024 VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY] Jul 28, 2024
    • Jun 30, 2024 VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY] Jun 30, 2024
    • May 26, 2024 Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY] May 26, 2024
  • Videos
    • May 26, 2025 VIDEO Q&A for Subscribers: May 2025 May 26, 2025
    • May 16, 2025 Video Podcast: Common Nonprofit Fiduciary Duty Issues May 16, 2025
    • Apr 28, 2025 VIDEO Q&A for Subscribers: April 2025 Apr 28, 2025
    • Apr 10, 2025 Video Podcast: The Purposes and Roles of the Audit Committee Apr 10, 2025
    • Mar 30, 2025 VIDEO Q&A for Subscribers: March 2025 Mar 30, 2025
    • Mar 13, 2025 VIDEO PODCAST: The Basics of Fiscal Sponsorship Agreements Mar 13, 2025
    • Feb 28, 2025 VIDEO Q&A for Subscribers: February 2025 Feb 28, 2025
    • Feb 13, 2025 VIDEO PODCAST: Using Dashboards to Improve Understanding of Financial Reports Feb 13, 2025
    • Jan 27, 2025 VIDEO Q&A for Subscribers: January 2025 Jan 27, 2025
    • Jan 15, 2025 VIDEO PODCAST: Managing Nonprofit Governance Disputes Jan 15, 2025
    • Dec 29, 2024 VIDEO Q&A for Subscribers: December 2024 Dec 29, 2024
    • Dec 11, 2024 VIDEO PODCAST: Using Lines of Credit to Address Cash Flow Issues Dec 11, 2024
    • Nov 24, 2024 VIDEO Q&A for Subscribers: November 2024 [PREVIEW] Nov 24, 2024
    • Nov 20, 2024 VIDEO PODCAST: Assessing Independent Contractor vs. Employee Status Nov 20, 2024
    • Oct 27, 2024 VIDEO Q&A for Subscribers: October 2024 Oct 27, 2024
    • Oct 8, 2024 VIDEO PODCAST: Drafting Independent Contractor Agreements Oct 8, 2024
    • Sep 30, 2024 VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY] Sep 30, 2024
    • Sep 10, 2024 VIDEO PODCAST: Board Meeting Tips for Nonprofits Sep 10, 2024
    • Aug 25, 2024 VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY] Aug 25, 2024
    • Aug 13, 2024 VIDEO PODCAST: Why Nonprofits Should Have Operating Reserves Aug 13, 2024
    • Jul 28, 2024 VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY] Jul 28, 2024
    • Jul 9, 2024 VIDEO PODCAST: Bylaws Tips for Nonprofits Jul 9, 2024
    • Jun 30, 2024 VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY] Jun 30, 2024
    • Jun 11, 2024 VIDEO PODCAST: How and Why to Do Regular Financial Health Assessments for Your Organization Jun 11, 2024
    • May 26, 2024 Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY] May 26, 2024
    • May 14, 2024 VIDEO PODCAST: Using a Single-Member LLC as a Nonprofit Subsidiary May 14, 2024
    • May 7, 2024 VIDEO: Disclosing Your Form 990 Approval Process | 5-Minute Lessons 4 Nonprofits May 7, 2024
    • Apr 9, 2024 VIDEO PODCAST: Improving your Form 990 Review Process Apr 9, 2024
    • Mar 12, 2024 VIDEO PODCAST: The Role of a Nonprofit CFO Mar 12, 2024
    • Jan 23, 2024 VIDEO: What is Deferred Income? | Nonprofit Glossary Jan 23, 2024
    • Jan 9, 2024 VIDEO PODCAST: Common Form 1099 Questions from Nonprofits Jan 9, 2024
    • Dec 12, 2023 VIDEO PODCAST: The Downsides of Board “Give or Get” Policies Dec 12, 2023
    • Nov 28, 2023 VIDEO: What is an Unusual Grant? | Nonprofit Glossary Nov 28, 2023
    • Oct 31, 2023 VIDEO: What is a Prepaid Expense? | Nonprofit Glossary Oct 31, 2023
    • Oct 24, 2023 VIDEO: Getting a Tax ID Number (EIN) for a New Nonprofit | 5-Minute Lessons 4 Nonprofits Oct 24, 2023
    • Sep 26, 2023 VIDEO: What is a Quid Pro Quo Contribution? | Nonprofit Glossary Sep 26, 2023
    • Aug 29, 2023 VIDEO: What is Accounts Payable? | Nonprofit Glossary Aug 29, 2023
    • Aug 8, 2023 VIDEO: Establishing a Timeline to Prepare an Annual Budget | 5-Minute Lessons 4 Nonprofits Aug 8, 2023
    • Jul 25, 2023 VIDEO: What is the 501(h) Election? | Nonprofit Glossary Jul 25, 2023
    • Jun 27, 2023 VIDEO: What is Accrual Basis Accounting? | Nonprofit Glossary Jun 27, 2023
    • Jun 13, 2023 VIDEO: Opening a Bank Account for a New Nonprofit | 5-Minute Lessons 4 Nonprofits Jun 13, 2023
    • May 30, 2023 VIDEO: What is a Registered Agent? | Nonprofit Glossary May 30, 2023
    • May 9, 2023 VIDEO: Applying the Segregation of Duties Principle | 5-Minute Lessons 4 Nonprofits May 9, 2023
    • Apr 25, 2023 VIDEO: What is Cash Basis Accounting? | Nonprofit Glossary Apr 25, 2023
    • Mar 28, 2023 VIDEO: What is a Supporting Organization? | Nonprofit Glossary Mar 28, 2023
    • Feb 28, 2023 VIDEO: Drafting Donor Acknowledgment Letters | 5-Minute Lessons 4 Nonprofits Feb 28, 2023
    • Dec 29, 2022 VIDEO: Describing Your Mission in the Form 990 | 5-Minute Lessons 4 Nonprofits Dec 29, 2022
    • Oct 31, 2022 VIDEO: Understanding the Public Support Test under § 509(a)(2) | 5-Minute Lessons 4 Nonprofits Oct 31, 2022
    • Aug 30, 2022 VIDEO: Formatting an Operating Reserve Policy | 5-Minute Lessons 4 Nonprofits Aug 30, 2022
    • Jun 30, 2022 VIDEO: Understanding the Public Support Test under § 170(b)(1)(A)(vi) | 5-Minute Lessons 4 Nonprofits Jun 30, 2022
    • Apr 30, 2022 VIDEO: Establishing a Cash Management Target Policy | 5-Minute Lessons 4 Nonprofits Apr 30, 2022
    • Feb 24, 2022 VIDEO: Keeping Board Meeting Minutes | 5-Minute Lessons 4 Nonprofits Feb 24, 2022
    • Jan 28, 2022 VIDEO: Adding an Assistant Treasurer Position | 5-Minute Lessons 4 Nonprofits Jan 28, 2022

 


BECOME A SUBSCRIBER

SE4N LOGO (1).png

This website is designed for general educational and information purposes only. The information presented or linked to on this website is not legal advice and your viewing of this website does not create an attorney/client relationship. Further, the information presented or linked to on this website is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Please do not take any action or refrain from acting on the basis of any information contained on this website without retaining an attorney or accounting professional to advise you on the particular facts and circumstances at issue.

Privacy Policy

© 2020-2024 Sustainability Education 4 Nonprofits, LLC. All Rights Reserved.

contact@se4nonprofits.com