A few colleagues have also reported this vague “risk” language with no specifics, right around orgs with equity-focused missions. Try documenting the denial in writing and asking for the underwriting criteria they used. If they can’t produce one, that’s telling. Another suggestion is to look at mission-aligned or nonprofit-specific processors…

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That denial sounds incredibly frustrating and suspect. With the current political climate, it would not be surprising if financial institutions are quietly flagging DEI-focused nonprofits as “risky” without admitting it. You might want to try a smaller, mission-aligned merchant processor rather than the big banks. Have you reached out to other… Read more

For Question 1…

Yes, they are. Every Form 990 must be signed by an officer under penalty of perjury, attesting that the return is true, correct, and complete to the best of their knowledge. This applies to both the main return and all attached schedules, including Schedule B.

For Question 2…

You are absolutely right. The dollar amounts on…

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Tough spot. 501(c)(6) organizations are not charities, so they are not required to disclose contributor information publicly. Your best bet is to formally request their Form 990, as the IRS requires that to be available for inspection. If they still refuse, you can file a complaint with the IRS.

On the verification front, the Nonprofit Check Plus…

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The same rules apply to nonprofits since we follow the same tax code. If the meal is for your convenience as the employer, it is not deductible and could be taxable to employees. Mid-day meetings usually count as convenience, so yes, you might need to run it through payroll

Hi Jamie,

Based on what you’ve described, there are a few separate issues here: state nonprofit status, federal tax-exempt status, and disclosure requirements. A California nonprofit corporation is not automatically a federally tax-exempt organization, so the organization can have been incorporated in California without ever receiving IRS…

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Great question, Angelica. We absolutely use materiality as our guide. If that donated software or pro bono service would matter to a board member or donor, it goes in. If not, we track it internally and move on. Saves so much headache.

What is your threshold for deciding what is “material” enough?

The first call is to ensure that all your marketing ideas are assigned a timeline and a success metric. You will find it difficult to track success if it can’t be measured or assigned.

As a student, I’ve realized that personal growth is just as important as good grades. While working through assignments, lab reports, and exam preparation, I came across 37 Best Books on Character Development makeheadway.com/library/topics/character-development/ and found several recommendations that encouraged better habits, resilience, and s… Read more

Expense forecasting in Sage Intacct can be improved by using budgeting modules, statistical accounts, recurring journal entries, and integrations with planning tools instead of updating Excel manually each month. Automated data imports and rolling forecasts can also help users compare actual spending with projections more efficiently. More related…

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Does anyone do forecasting within Sage Intacct? I currently do forecasting in excel and manually update it every month after the period has been close or whenever I receive information that impacts the forecast. Eventually I want users to have access to timely forecasts and this seems too manual to accomplish this goal. If you don’t use Sage…

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A smooth interface really can change how people enjoy a gaming platform, especially when they want to focus on the experience rather than searching through menus. A balanced design creates a more comfortable flow, and games with an engaging theme like Vikings Go Wild can fit well into that kind of relaxed session. It’s always interesting to see h…

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Is anyone working with payments in multiple currencies? We work with many international consultants who would prefer their contracts be in local currency. So far, we have only done contracts in USD in order to avoid looking up and calculating exchange rates at the time of payments.<br aria-hidden=”true”>We’re interested in exploring using…

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Great discussion going on here! Just wanted to drop a quick tip for anyone who might struggle with translating complex phrases or posts on the go. I’ve been using this free online translator https://www.deepl.com/uk/translator for a while now, and it’s been a lifesaver for catching all the details in the threads. Hope someone finds it useful!

Hello – I am trying to create an effective model to help us set pricing for programs and retreats. I need to incorporate meals, conference room rentals, guest room rentals, cost of staff time in delivering programs and retreats and general overhead. Anyone have a formal or methodology they would share with me?