Checklists and Guides.
Nonprofit Financial and Legal Compliance Basics Checklist
This checklist covers the essential basics of financial and legal compliance that should be part of any nonprofit organization’s sustainability planning and risk management process.
Steps to Forming a 501(c)(3) Nonprofit Organization (Updated July 2022)
Benjamin Takis (Attorney) authored this 4-page guide sheet to provide a brief overview of the basic initial steps required to form a 501(c)(3) nonprofit organization.
Simplified Balance Sheet Assessment Checklist
Balance sheets are part of standard nonprofit organization financial reporting, but are intimidating to most individuals and often misunderstood. This 3-step checklist uses easy-to-understand “Yes” or “No” questions to help you to work through a new balance sheet and make a quick assessment of an organization’s current financial position and changing financial health trends.
Form 990 Guide Sheet: Page 6, Part VI, Section A - Governing Body and Management
R. Michael Sorrells (CPA) and A. Michael Gellman (CPA, CGMA) jointly authored this guide sheet to provide insights and tips on this highly visible portion of the Form 990, which directly impacts perceptions of the quality of your nonprofit organization’s management and the integrity of its governance practices.
Charity Auctions Done Right: A Checklist of Key Dos & Don’ts
R. Michael Sorrells (CPA) and A. Michael Gellman (CPA, CGMA) jointly authored this checklist of key “Dos” and “Don’ts” to help your nonprofit optimize its charity auctions, run them efficiently and without unwanted hiccups, and be prepared to comply with key tax and legal requirements.
Tips and Techniques for Impactful Virtual Board and Committee Meetings
This checklist is designed to help you freshen up your virtual Board and Committee meetings with advanced planning techniques and a new focus on value, time, and impact.