Compliance
Read our compliance blogs for guidance on staying compliant with IRS guidelines for nonprofits and how to maintain tax-exempt status
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Chapter financial management becomes increasingly complex as organizations add chapters, bank accounts, treasurers, and reporting requirements. This guide explains the framework, controls, and oversight practices needed to build a scalable chapter financial management program that supports stronger governance and financial visibility.
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Annual Form 990 filings show what happened in one year, but 10 years of Form 990 data reveal financial trajectory, chapter risk, and long-term sustainability. This guide explains how associations can use 990 trends, benchmarks, and real-time financial visibility to assess chapter financial health with more confidence.
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A board review of Form 990 helps nonprofit directors understand the financial, governance, and compliance disclosures that become part of the organization's public record. Learn what boards should review, common red flags to watch for, and how multi-chapter organizations can strengthen oversight before filing.
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A chapter onboarding checklist helps HQ finance standardize legal, banking, governance, and financial setup before a new chapter begins operating. Learn the essential steps to strengthen chapter financial management, improve nonprofit chapter compliance, and build stronger financial controls from day one.
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Is a nonprofit stipend taxable? Learn when nonprofit stipends are taxable, when they may not be, and how nonprofits can handle recipient classification, Form 1099 reporting, documentation, and compliance correctly. This guide breaks down the tax rules for nonprofit stipends, helping finance teams, program managers, and stipend recipients avoid common reporting mistakes and compliance risks.
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A nonprofit officer transition can create compliance risks when financial authority, banking access, and records are not transferred properly. Learn how to hand off financial control, maintain continuity, and use a practical nonprofit officer transition checklist to protect your organization.
The Summer Financial Blind Spot: Why Chapter Financial Oversight Breaks Down Between June and August
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Summer is often the biggest blind spot in chapter financial oversight. Learn why visibility breaks down during officer transitions, delayed reporting, and event season, and how HQ can maintain stronger oversight across every chapter before small issues become larger financial risks.
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A defunct chapter nonprofit can create compliance, financial, and reporting risks long after local operations stop. Learn the steps for nonprofit chapter dissolution, asset distribution, final filings, and compliance with group exemption requirements.
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Understanding the private foundation 5% payout requirement goes beyond simply distributing 5% of assets each year. This guide explains how to calculate the minimum distribution requirement, identify qualifying distributions, avoid common compliance mistakes, and prepare for Form 990-PF reporting.
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What is UBIT for nonprofits, and when does unrelated business income become taxable? Learn how unrelated business taxable income (UBTI) works, what activities trigger UBIT, when Form 990-T is required, and how nonprofit finance teams can strengthen compliance.