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Reply To: Managing Card Spending

Rachel, you need a debit card solution with budget controls tied to your main account, not a credit line. Since Bill, Ramp, and Expensify are…

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Reply To: NCN Executive Order Summary

Most parts of the executive order are pretty cool. I don’t think we will have any issue with that from our end.

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Reply To: Applying for an indirect cost rate (ICR) for federal awards

Yes, we went through this some years ago (established a NICRA with our cognizant agency). A few things that helped: Confirm your cognizant agency first:…

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Reply To: Multi-Currency Payments

As a leading PSP for high-risk merchants, the platform delivers secure, scalable, and tailored payment infrastructure for complex global industries. Combining multi-currency processing, intelligent fraud…

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Reply To: Seeing retribution against non-profits who have DEI in mission?

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…

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Reply To: Seeing retribution against non-profits who have DEI in mission?

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…

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Reply To: Miscellaneous Form 990 questions

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,…

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Reply To: 501(c)(6) Non Profit Refusing To Provide Financial Records On Request

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…

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Reply To: Meals at Meetings Under the New OBBB Rules

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…

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Reply To: 501(c)(6) Non Profit Refusing To Provide Financial Records On Request

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…

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