The MoneyMinder Blog

Insights and strategies for volunteer and nonprofit treasurers

Nonprofit Fiscal Financial Year Alignment

Nonprofit Best Practices: Fiscal Year Alignment

Many nonprofits find themselves in a situation where their budget period, bylaws and financial software don’t align with their official year as stated with the IRS an their Secretary of State. While it’s possible to manage this with extra effort (and risk), there’s a much simpler solution: fiscal year alignment. Benefits of Fiscal Year Alignment…

Secretary of State Annual Nonprofit Filings

Annual Secretary of State Nonprofit Filings

Here at MoneyMinder, we often talk about the annual Federal requirements for small nonprofits, like filing the 990-N or 990-EZ with the IRS. But it’s equally important to stay compliant with your state’s regulations. The truth is, requirements for annual filings can vary significantly from state to state. But there are some things to keep…

IRS Form 990-N

What is a Form 990-N?

IRS Form 990-N, often referred to as the “e-Postcard”, is a document that most small, tax-exempt organizations whose annual gross receipts total less than $50,000 must file.

IRS Form 990-EZ

What is a Form 990-EZ?

Form 990-EZ is a required IRS form for tax-exempt organizations that take in less than $200,000 in gross receipts and less than $500,000 in total assets at the end of the year. It is a simplified version of the full Form 990 that requires less detailed information. But, that’s not to say that filing the…

Training Volunteers

How to Get Volunteers Up to Speed Quickly

As a leader, it can be frustrating when it feels easier to do everything yourself rather than delegate tasks to others. However, building a team or community to help can alleviate stress and further your cause. In this episode of the Two Minute Treasurer’s Tip Podcast, you’ll find tips to make the most out of…

101 Holiday Fundraisers School

101 Holiday Fundraising Ideas for School Groups: PTOs, PTAs, Booster Clubs & Sports

The holiday season is a time of joy, giving and community. It is also a prime opportunity for PTAs, PTOs, Booster Clubs and other school groups to raise funds for their programs. With the festive atmosphere and generous spirit of the season, you can tap into a unique opportunity to boost your fundraising efforts. Why…

Nonprofit Treasurer Forms and Templates

Nonprofit Treasurer Forms & Templates: A Tip From Cyndi

So, you’re the new treasurer? Congratulations! No matter how you got here, you’ve got an important job on your hands. Cyndi is here with some introductory videos to help kickstart you in your new role. The series, called Strong Treasurers, Strong Communities, can be found on YouTube. In this episode, Cyndi has an important suggestion…

Strong Treasurers Strong Communities Video Series (1)

Video Series Helps New Volunteer Treasurers Navigate the Role

If there’s one thing we know here at MoneyMinder, it’s the unique challenges faced by volunteer treasurers. With no prior experience, it can be confusing (even downright scary) to take on the financial responsibilities of a nonprofit group, club or association. That’s why we’re excited to announce our new video series, “Strong Treasurers, Strong Communities.”…

New Year Nonprofit Treasurer

New Year Startup Tips for Nonprofit Treasurers

Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about New Year Start-Up Tips for volunteer treasurers. So, is your group maybe just starting up a new financial year right now? Do you have a changeover in officers? Are you trying to get your feet on the ground and your…

Treasurer's Report

The Treasurer’s Report: Everything You Need to Know

The Treasurer’s Report is a critical document for any nonprofit, no matter the size. Many large nonprofits have an accountant they may work with to generate this report. But for smaller nonprofits — booster clubs, PTOs, PTAs, sports teams, charities, associations, clubs and more — it’s a volunteer treasurer that is compiling and presenting the…