Technical Guidance

Instructional Videos

Major Non-Profit Account Changes

Major Nonprofit Accounting Changes Form 990: Tips & Traps for Proper Reporting and Exemption Restatement

The Nonprofit Revitalization Act of 2013

Accounting and Financial Statements

NFP Accounting Terms & Definitions
Summary of Recent Changes to NFP Accounting Rules
Sample Not-For-Profit Financial Statements under new accounting rules (ASU 2016-14)

INTERNAL CONTROL AND AUDITING

NFP 20 Point Internal Control Check Up Test
List of Basic Documents Needed for a Financial Audit
Sample NFP Auditors Opinion

ACCOUNTING SOFTWARE

Choosing and Configuring Software

Sample Chart of Accounts

BANKING & INVESTMENTS

A Practical Guide to New York Uniform Prudent Management of Institutional Funds Act

990 & ANNUAL RETURNS

Sample Form 990

List of Form 990 Questions

BUDGETING & PLANNING

Sample Variance Report

Sample Functional Expense Budget

Sample – Revenue & Summarized Expenses

BOARD GOVERNANCE

Nonprofit Revitalization Act of 2013

Does Sarbanes-Oxley Financial Oversight Provisions Apply to Not-For-Profit Organizations?

Sample Conflict of Interest Document

DONOR & GRANT REPORTING

CFDA-Developing Grant Proposal

Viewpoint- Why Nonprofits Cannot Afford to Violate the FLSA

IRS 20 Factor Test to Determine Employee or Independent Contractor

IRS Employment Tax Issues Important to All NFPs

STARTING A NOT-FOR-PROFIT

Overview on How to Start an NFP

Information Security & Privacy for Nonprofits

List of U.S. State Regulatory Agencies that Regulate Charities

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