nonprofit
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…
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.
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…
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…
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…
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…
PTO & PTA Treasurer’s Summer Checklist
10 Ways for Parent Group Treasurers to Wrap Up and Prepare As a busy parent volunteer, we know how busy the school year can be, and how quickly it can fly by. We hope you’re enjoying a well-deserved summer break filled with sunshine, relaxation, and quality time with loved ones. Savor those moments of bare…
How to Prepare for Your Nonprofit Group’s Audit
Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about how to prepare for your audit. Ideally, you will have been preparing for your group’s audit, or sometimes it’s called a financial review, all year long by tracking transactions, reconciling your bank accounts, and basically keeping your paperwork organized. If…
How to Get Started as a Group or Club Treasurer
So, you’ve become your group or club’s treasurer! Whether it was a volunteer move or you’ve been lovingly assigned out of necessity, this can be a rewarding responsibility—and a vital one to your club’s success. So, first and foremost, be proud of your newly assigned role. Next, it’s time to make sure you know what…
What to do if Your 501(c)(3) Status Was Revoked
Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about what to do if your group’s tax-exempt status was revoked. According to the IRS, if an organization fails to abide by their rules, they may be…
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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