Resources

Within a period of just a month, a Minnesota woman was charged with skimming more than $300,000 from her animal rescue charity, a Florida man was charged with multiple felonies for running several charities for his personal benefit, and a New York man was sentenced to 18 months in prison for defrauding his trade association employer. Not-for-profit […]

Every fall, CPAs are busy preparing for audit season, which generally runs from January to April each year. This includes meeting with clients, assigning staff, and scheduling fieldwork. Likewise, organizations with calendar year ends should prepare for audit fieldwork. A little prep work this fall can help facilitate the process, minimize adjustments and surprises, and […]

A merger may seem like something that happens in the corporate world, where companies often combine to expand sales territory, gain competitive advantages, and boost profits. But, in fact, mergers between not-for-profit organizations can offer similar advantages, including greater financial resilience and lower expenses. Over the past several years — particularly since the beginning of […]

Our featured client is The Women’s Breast & Heart Initiative (WBHI). Its mission is to change and save lives while providing at-risk women with the prevention and early detection necessary to beat breast cancer and heart disease. The Women’s Breast & Heart Initiative (WBHI) is a nonprofit outreach organization piloting whole communities toward lifesaving, preventive […]

Are your not-for-profit’s board members subject to term limits? If not, you might want to consider implementing what’s widely considered a best practice. Some board members lose enthusiasm for the job over time or might even become ineffective or disruptive. Negative attitudes at the board level can easily trickle down and harm your organization’s programs […]