Article Archives: 2015

By Sarah Wine, CPA

As auditors of not-for-profit organizations, we are often asked what policies are critical for organizations. Though much depends on the type and size of the organization,

 » Read more

By Karen Dunn, JD, LLM

More due diligence and reporting is required than ever before for grant making and, in particular, foreign grants and programs. To maintain its exempt status,

 » Read more

By Julie Eisenhauer, CPA

A lawsuit was recently settled for $62 million in which the employees accused the employer of mismanaging their 401(k) plan. The lawsuit stated that the employer hid excessive fees and invested in conservative investments that resulted in diminished investment returns for plan participants. 

 » Read more

We live in a world where time and resources are at a premium.  As a result, some responsibilities get pushed to the “back burner.”  However, we also live in a world where the possibility for employee fraud is real,  

 » Read more

By Sarah Gustafson, CPA, MBT

Billions of dollars will pour into donor advised funds (DAFs) during 2015. Millions of those dollars will flow out to not-for-profits. Could any of that money flow to your organization?

 » Read more

But you’ll want to wait before you start celebrating.

The President signed the legislation, titled “Tax Increase Prevention Act of 2014,” on December 19, 2014. The legislation provides for retroactive temporary extension of select laws that impact donors and the charities they support.

 » Read more

By Vincent Stevens, CPA, CGMA

The federal grantor arrives for a monitoring visit and just like clockwork, the first thing that is requested is the organization’s policies and procedures.

 » Read more