Guidelines for Accepting Donations

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Donations In Kind Recording in-kind donations of goods and certain professional services provides a means of recognizing and valuing contributed services and property at their fair market values at the time of contribution.  Recordable transactions must have a verifiable fair market value.   According to GAAP, donated professional services are recorded only if the service provided requires specialized skills and is …

Charitable Contributions for Businesses

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Can businesses make cash and property (in kind) contributions to charitable organizations?  Are they deductible?  And how is the deduction actually taken?  These are common questions to a common situation facing many small business owners and leaders of non profit exempt organizations.  Like most tax questions, the answer requires more than just a yes or no. Yes, all types of business organizations …

Governance Issues for Boards of Directors

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So you’ve been asked to serve on a local non profit board and you’re wondering what all it might entail.  Or maybe you are already on a board and have a feeling it could/should be run a little different, but you don’t have anything to compare it against.  Well fear not and read on.  There is a plethora of available …

Silent Auction Fundraisers

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Silent Auctions are a common fundraising activity for non profit exempt organizations (NPO).  They typically include two separate transactions, and it’s important to handle and track them correctly.   Here are some helpful guidelines for accepting donations of goods (commonly called ‘in-kind’) and receipts for the winning bidder. Part 1 – Donors of in kind goods to a silent auction …

Political Intervention for a 501(c)(3)

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501(c)(3) Non Profit Organizations (NPO) must be mindful and careful while engaging in certain political activities.  There are very specific guidelines in the Internal  Revenue Code (IRC) that govern these activities.  Infractions of these guidelines can jeopardize your exempt status. Organizations exempt under 501(c)(3) of the IRC shall not incur any expenditure for political intervention (of or for a specific …

Record and Receipts for In-Kind Contributions

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In-kind contributions are donations of goods and certain professional services rather than monetary donations (think clothing and household items to Goodwill).  For Non-Profit Organizations (NPO) of all kinds (both exempt and non exempt from federal income tax), recording in-kind contributions provides a means of recognizing and valuing contributed services and property.  Recording In-kind contributions, in addition to monetary, is a …

501(c)(3) 4 or 5, what’s the difference?

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Often times I’m hired to help an organization or group of people set-up a non profit exempt organization.  Invariably, one of the first questions that comes up is, “under which section of the Internal Revenue Code (IRC) will the organization be considered exempt, and what are the pro’s and con’s?” First off, we need to back up.  There are many …

Non Profit or Exempt? What’s the Difference?

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Often times, the terms non profit and exempt are used to describe organizations with a mission to serve a certain purpose (often charitable).  While most non profit organizations (NPO) are exempt, it’s important understand the terms because they both have difference meanings. Non profit status is a State concept and is regulated at the state level.  According  to Montana Secretary …

Public Charity Status

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Schedule A of the 990 and 990-EZ is used by exempt non-profit organizations (NPO) to provide required information regarding public charity and support status.  NPO leaders, and even other CPA’s, sometimes ask, “what’s the purpose of this Schedule? I’m already a 501(c)(3).” Schedule A is used by 501(c)(3) organizations, and some others, to show that they are primarily supported by …