Resources

Beyond the Annual Audit: Why Your Nonprofit Needs Year-Round Revenue Health Checks

June 17, 2025

Without a predictable revenue stream, you’ll have a hard time budgeting, funding priorities and planning for the future. Right now, many organizations are grappling with sudden federal grant cuts. If this is your nonprofit’s situation — and even if it isn’t — you should assess your revenue streams between audits using the same techniques professional […]

Are your nonprofit board meetings as focused as they could be?

June 2, 2025

According to nonprofit BoardSource, not-for-profit boards that meet monthly should be able to cover all business in one to two hours. If your meetings last longer, they may lack planning and focus. This can ultimately harm your organization as busy board members lose confidence in your leadership — and even quit. Here’s how to hold […]

When corporate sponsorships raise UBIT issues

May 28, 2025

Under the Internal Revenue Code, “qualified sponsorship payments” to not-for-profits aren’t subject to unrelated business income tax (UBIT). Qualified payments refer to money, property transfers or the performance of services by a business without an expectation or arrangement that the business will receive any “substantial return benefit” in exchange. However, some corporate sponsorships don’t qualify, […]

Client Corner – AdGood – Affordable CTV Advertising for Nonprofits

May 5, 2025

We are proud to feature our client, AdGood, in this issue of Waters|Ortiz Insights. AdGood empowers nonprofits with affordable access to Connected TV (CTV) advertising, helping organizations of all sizes reach their ideal audiences to amplify messages, raise awareness, and increase donations. At AdGood, they believe every nonprofit deserves access to the same powerful advertising […]

Nonprofit board members: Watch for financial warning signs

May 5, 2025

In addition to widespread federal funding cuts, many not-for-profit leaders are concerned about a possible economic downturn. If you’re a on the board of directors for an organization whose finances aren’t in good shape, its ability to fund critical programs — or even remain operational — could be severely undermined. You and the rest of […]

1 7 8 9 10 11 43

Ready for us to serve as your trusted business partner?