Board

Here They Are…More Changes to Financial Statements!

By |2018-12-17T10:18:12+00:00December 4th, 2018|Accounting, Board, Budget, Cash Flow, Change, Compliance, Investment, Nonprofit, Preparation|

Previously in “Changes to Financial Statements for Not-for-Profit Entities, Are You Ready?” we provided information on the changes to net asset presentation and underwater endowments under the new financial statement presentation standard. Now we will address the new presentation and disclosure items related to liquidity and availability disclosures, functional expenses, investment expenses, and the statement [...]

Performance Measurement: Board Member Volunteer Hours

By |2018-12-07T14:17:14+00:00October 11th, 2018|Board, Donation, Nonprofit, Performance Measurement, Volunteer|

 This week’s segment of the Performance Measurement video series, Ross Van Laar, CPA, provides an overview of Nonprofit Board Member Volunteer Hours.

Preventing and Detecting Fraud Through Effective and Practical Internal Controls

By |2018-12-07T14:57:19+00:00September 6th, 2018|Board, Fraud, Nonprofit, Tips|

Dan Montgomery, CPA, provides some insight in preventing and detecting fraud through effective and practical internal controls for our Nonprofit Video Series.

Legal Duties of Board Service

By |2018-11-28T14:45:24+00:00June 28th, 2018|Advisory, Board, Goals, Leading, Nonprofit|

Glen Swanson, CPA and TDT Assurance Manager, provides an overview of the legal obligations for agreeing to serve on a nonprofit’s board. Glen specializes in audits of nonprofit organizations, family-owned businesses, and employee benefit plans and has more than 10 years of experience in public accounting. When agreeing to serve on the board of a [...]

Performance Measurement: Average Board Member Gift

By |2018-12-07T15:39:33+00:00June 26th, 2018|Board, Donation, Gifts, Nonprofit, Performance Measurement, Tips|

Dan Montgomery, CPA, provides this week's session of the Performance Measurement video series on the topic of the Average Board Member Gift.

Performance Measurement: Percentage of Board Members Giving

By |2018-12-07T15:50:43+00:00May 23rd, 2018|Board, Donation, Gifts, Nonprofit, Performance Measurement, Tips, Uncategorized|

Glen Swanson, CPA, provides this week's session of the Performance Measurement video series topic of Percentage of Board Members Giving.

4 Steps to Seeking New Revenue Sources

By |2018-04-17T11:05:04+00:00April 1st, 2018|Board, Budget, Donation, Fundraising, Gifts, Investment, Nonprofit|

Amanda Lane, Tax Manager at TD&T CPAs and Advisors, P.C., provides an overview of managing sources of revenue. Amanda serves social service organizations, colleges and universities, membership organizations and many others throughout Iowa. Where to start? It’s true, all organizations, no matter the type, have one thing in common: they must manage their sources of [...]

5 Ways to Help Your Board Understand Financial Reports

By |2018-11-28T14:48:33+00:00March 27th, 2018|Board, Nonprofit, Records|

Glen Swanson, TD&T Assurance Manager, provides ideas on how to help those outside of the finance office gain a better grasp on your organization’s financial reports. When presenting financial reports to your board or to staff outside of the finance team, do you find a lot of drooping eyelids and confused looks? Unfortunately, many individuals [...]

Performance Measurement: Board of Director Composition

By |2018-12-07T16:10:06+00:00March 20th, 2018|Board, Nonprofit, Performance Measurement, Tips|

  TD&T Tax Manager, Amanda Lane, CPA provides the first in our Performance Measurement Video Series. This week's episode is on the metric: Board Director Composition.