Pamela A. Mainini, Certified Public Accountant

 

Specialist in Non-Profit Accounting, Audit and Tax

Resources for Your Non-Profit

Form 1099

Who should receive a Form 1099?

1099 Alert letter

1099 Summary Worksheet


Functional Expenses

Distinguishing between program, administration and fundraising expenses.

Download the article.


Internal Controls

Adequate internal controls are critical to ensure the success of your non-profit.

Download checklists to evaluate your organization's internal controls.


Independent Contractor or Employee?

IRS Publication 1779 addresses this important question.

Download the publication.


Revised Form 990

Check out a brief summary of the requirements of the revised Form 990.

Download the summary.


For those who would like to take a look at the 2010 Form 990.

Download Form 990.


For those who would like to review the 2010 990 instructions.

Download the Instructions.


Year-End Tax Preparation

What you need to know for year-end tax preparations.

Download the FYE tax letter.

Download the Checklist.


IRS Definition of "Key Employee"

Who is considered a "key employee" is important in preparing Form 990.

Download the IRS definition of "Key Employee".


IRS Definition of "Related Organization"

Form 990 requires information concerning what the IRS considers "related organizations".

Download the IRS definition of "Related Organization".


Your Annual Audit

Steps to prepare for your audit.

Download the Checklist.


Using QuickBooks

Last year, we presented a seminar covering the newly-revised IRS Form 990 and tools for using QuickBooks for budgeting, grant and event tracking, and allocating expenses.  To view the PowerPoint presentation from the seminar, click here.  Contact us to reserve your space for the next seminar, or to request copies of the seminar materials.


Sample Policies

The revised IRS Form 990 for tax year 2008 requires non-profits to have certain policies and procedures in place before the end of their current fiscal year.  Links to sample policies are below.  Additional documents are forthcoming.

The policies below are only samples, and provided solely as a courtesy to you.  They are a framework within which to develop your own policies.  We urge you to carefully review the language and provisions and revise them to conform to your organization's specific needs and circumstances and, if appropriate, seek the advice of competent legal counsel.

Conflict of Interest Policy
Sample Conflict of Interest Policy

Document Retention Policy
Sample Document Retention Policy

Joint Venture Policy
Sample Joint Venture Policy

Non-Standard Gift Acceptance Policy
Sample Non-Standard Gift Acceptance Policy

Travel and Expense Reimbursement Policy
Sample Travel and Expense Reimbursement Policy

Whistleblower Policy
Sample Whistleblower Policy

 
Copyright © 2011 by Pamela A. Mainini.  All rights reserved.
Updated 05/29/11


Site design and maintenance by DesignsbyBetsy
www.DesignsbyBetsy.info

Web Hosting powered by Network Solutions®

 
 
 

Home

Our Services

About Us

Client Resources

Information Links

Contact Us