Are you looking to be fully prepared for any questions that might arise now that your 990 is a public document? This episode will equip you with the knowledge and confidence to answer whatever comes your way! If you are ready for a rapid question deep dive, this episode is for you! Top reasons to listen to the entire episode: Discover how to make sure your 990 is firing on all cylinders! Find out the questions you need to ask yourself when understanding your 990. Become fully equipped and confid...
May 30, 2023•6 min•Season 14Ep. 136
Is your 990 painting a story for your organization? If you want to leave an unforgettable impression and tell a meaningful story about your organization, then having a 990 is the way to go. In this episode, I share why I prefer the 990 and how it is a storyteller for your organization If you are ready to create a connection with each person who learns more about what makes you unique, this episode is for you! Top reasons to listen to the entire episode: Learn how to create a meaningful connectio...
May 23, 2023•8 min•Season 14Ep. 135
Are you viewing your 990 as a tool, or are you intimidated by it? Maybe you are completely blind to the tools the IRS offers you. In this episode, I share how you can leverage your 990 and the powerful tools to file it effortlessly. If you are ready to highlight tools you can better implement in your nonprofit, this episode is for you! Top reasons to listen to the entire episode: Learn how to compare your CRM and accounting system data to ensure no discrepancies. Discover how to use your 990 as ...
May 16, 2023•13 min•Season 14Ep. 134
Nonprofit organizations exist to make a difference in the world. Maybe you have dedicated your mission and resources to providing essential services, advocating for a cause, or raising awareness of an issue that affects your community. In this episode, I share how you can reflect on your priorities to make sure your actions and spending are lining up with your mission. If you are ready for your organization to speak for itself in the public eye and on paper, this episode is for you! Top reasons ...
May 09, 2023•10 min•Season 14Ep. 133
Are you staying aligned with the mission you started out with? Maybe your mission has changed, but how does that affect your standing with the IRS? In this episode, I share the importance of being intentional with your mission, how to make sure you’re staying in line with it, and why filing your 990 form is crucial to keeping your tax-exempt status. If you are ready to get back on track (and stay on it!), this episode is for you! Top reasons to listen to the entire episode: Discover how to asses...
May 02, 2023•11 min•Season 14Ep. 132
Are you looking to maximize your organization's transparency and ensure compliance with the IRS? Filing the correct forms can be intimidating initially, but don't worry! In this episode, we'll break down the basics of filing a 990 form, so you have all the information you need for success. If you're ready to confidently understand your 990, this episode is for you! Top reasons to listen to the entire episode: Learn how to demonstrate transparency in organizational operations to the IRS. Break do...
Apr 25, 2023•13 min•Season 14Ep. 131
Do you wonder how often you need to do a strategic plan? What is the best path to sustainability? Maybe you wonder how you can be more efficient and effective with your systems and processes. In this episode, Rebecca Rodriguez is back and answering all the burning questions holding you back from running your nonprofit. This episode is for you if you are ready to feel equipped and supported in your mission! Top reasons to listen to the entire episode: Learn how to develop a marketing strategy tha...
Apr 19, 2023•16 min•Season 14Ep. 130
Are you looking to start a nonprofit organization but don't know where to start? Maybe understanding the legal requirements and other aspects of running a successful nonprofit is holding you back. In this episode, Rebecca shares her expertise in starting practices that will help you hit the ground running! Stay tuned in the episode to learn about the giveaway that CNRGY Accounting is holding!! Rebecca is the Principal Consultant at For the Philanthropist and author of The Nonprofit Workbook: Tip...
Apr 11, 2023•15 min•Season 14Ep. 129
In this episode, we are bringing back one of our most popular episodes: Opportunity and Pressure Risks for Fraud . Enjoy! Have you heard of the Janice Carlstrom case from California? Just what drove her to commit fraud? In this episode, I share how you can prevent similar opportunities for crime via banking reconciliation and internal/external pressures your staff may face inside and outside work - which could lead them down a dangerous path if left unchecked. Mentioned Resources: Fraud Risk Ass...
Mar 28, 2023•8 min•Season 13Ep. 128
In this episode, we are bringing back one of our most popular episodes: Protecting Organizational Programming From Fraud ; enjoy! It’s time to narrow down the focus to help protect your organization. In this episode, we look at the roles of everyone involved - from board directors and financial staff to donors, volunteers, and paid workers- in ensuring that programs are running safely while protecting against potential fraud or misuse of finances. Additionally, we also explore strategies for kno...
Mar 21, 2023•5 min•Season 13Ep. 127
In this episode, we are bringing back one of our most popular episodes: Staffing Safeguards for Risk Prevention . Enjoy! Are you going beyond the basics to ask more complex questions that impact your organization's management and financial well-being? In this episode, I dive deeper into topics such as informing personnel of disciplinary guidelines, screening current and potential employees thoroughly, tracking turnover rate frequency for better budgeting decisions, and auditing training practice...
Mar 14, 2023•8 min•Season 13Ep. 126
In this episode, we are bringing back one of our most popular episodes: Holding Management Accountable to Prevent Fraud . Enjoy! Too often, we put blind faith in management regarding decision-making and financial matters. In this episode, I share the importance of accountability - questioning our leaders for greater transparency and safeguards against fraud. We examine a few things: Who is responsible? How easily available are those financial reports? And most importantly-- how quickly are they ...
Mar 07, 2023•7 min•Season 13Ep. 125
In this episode, we are bringing back one of our most popular episodes: Organizations in Action Enjoy! Organizations that are all talk, no action won't get far! If you want to prove your worth and set yourself up for success, consider giving access to the right people in your organization. In this episode, I share how you can put procedures into place around safeguarding sensitive information. Putting these best practices into motion for maximum benefit is a must if you're serious about protecti...
Feb 28, 2023•7 min•Season 13Ep. 124
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes: A Peek Inside a Fraud Risk Assessment Enjoy! In this episode of Nonprofit Ace, I am sharing how you can use a fraud risk assessment to protect your nonprofit from financial misappropriation and fraud. We go through each step in detail so that you can develop an effective plan for avoiding these costly irregularities. If you are rea...
Feb 21, 2023•5 min•Season 13Ep. 123
Click here 🗣 to tell us your thoughts, leave a voice message, or ask a question. In this episode, we are bringing back one of our most popular episodes: Segregating Duties to Avoid Financial Risk Enjoy! Secure the future of your non-profit by establishing a system that assigns tasks among your team members. In this episode, I share how separating responsibilities can help you safeguard against minor mix-ups morphing into major financial frauds down the line! Play it safe and ensure everyone has...
Feb 14, 2023•6 min•Season 13Ep. 122
Click here 🗣 to tell us your thoughts, leave a voice message, or ask a question. In this episode, we are bringing back one of our most popular episodes: Creating Internal Controls for Your Organization Enjoy! Are you prepared to face financial risk in your non-profit? In this episode, I share the smart steps necessary for having critical internal controls and creating effective processes, procedures, and laws - all essential pieces that will reinforce security & prevent chaos from arising s...
Feb 07, 2023•7 min•Season 13Ep. 121
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 10: Creating a Fundraising Timeline , Enjoy! Is the timing of your annual campaign or your major fundraiser the right timing? Maybe you have a financial drought in the middle of the year, but you don’t do your fundraisers until the Fall. In this episode, I discuss what you may need to consider when planning yo...
Nov 29, 2022•4 min•Ep. 120
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 1: Learning to Read Financial Statements , Enjoy! Do you know the top things nonprofit leaders want to know about financial statements? They want only three things, so let's be clear on what those are and where you can find them. In this episode, I’m diving into the importance of understanding your organizatio...
Nov 22, 2022•6 min•Ep. 119
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 3: Fighting Fluff , Enjoy! Are you asking questions that are leading to a change? Maybe you are collecting as much data as possible, just in case you need it in the future. In this episode, I share how you can become a little bit more confident talking about money and thinking about what you could remove from ...
Nov 15, 2022•6 min•Ep. 118
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 5, Episode 7: Fiscal Sponsorship Pitfalls , Enjoy! Do you know the right questions to ask before working with a fiscal sponsor? Maybe you are the fiscal sponsor and want to prevent an organization from being in a sticky situation. In this episode, I share how you can prevent yourself from being in the news for misbehavio...
Nov 08, 2022•7 min•Ep. 117
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 5, Episode 4: Avoiding Misappropriation with Documentation ; enjoy! Are you too trusting when it comes to approving the use of funds? You may be unclear on how to set boundaries or have a better approach to requesting documentation to support your decisions. In this episode, I share how you can implement better procedure...
Nov 01, 2022•4 min•Season 12Ep. 116
Click here 🗣 to tell us your thoughts, leave a voice message, or ask a question. In this episode, we are bringing back one of our most popular episodes from Season 3, Episode 3: Governance Isn't Just About the Board , Enjoy! Do you believe governance is 100% the board's job and responsibility? Maybe governance is a concept you need help wrapping your mind around and understanding. In this episode, Rachel Miller-Bleich shares how each member of your organization has the knowledge and experience ...
Oct 25, 2022•8 min•Season 12Ep. 115
After listening to this episode, click here 🗣 to tell us your thoughts, leave a voice message, or ask a question. In this episode, we are bringing back one of our most popular episodes from Season 4, Episode 3: Create a Wishlist , Enjoy! Is budget season the most stressful time in your organization? You and your team may be scratching your heads trying to figure out how you will come up under budget and complete it in time. In this episode, I share how you can alleviate some of that stress by t...
Oct 18, 2022•6 min•Season 12Ep. 114
Click here to leave me a text or voice comment, and tell me your favorite part of the episode. In this episode, we are bringing back one of our most popular episodes from Season 4, Episode 4: Collaborate , Enjoy! Are you mission-focused? Does your organization fund the budget for what you can get approved? If you're only thinking about what people are willing to support, you're focusing on something other than the people you say you want to serve. In this episode, I share how you can collaborate...
Oct 11, 2022•8 min•Season 12Ep. 113
In this last episode, of our ten most popular. We go back to Season 5, Episode 5, Examining Rodeo Austin Accountant Million Dollar Theft , enjoy! Are you doing a background check on your new hires? Do your employees complete thorough expense reports? You could be missing out on some significant red flags that could cost you the trust of your funders. I'm sharing how you can spot red flags in your organization and what you can do to have processes and protection in place to ensure all funds go wh...
Sep 13, 2022•9 min•Season 11Ep. 112
In this episode, we are bringing back one of our most popular episodes, Season 2, Episode 1, So, What's the 990 , enjoy! What is the IRS Form 990? Why do we need to complete it for our organization, and why is it important to the public and IRS? Maybe you think you are filling it out, but you are actually completing the 990 N and missing out on the benefits of filling out the complete 990. In this episode, I explain what the 990 is, how to and when to file electronically, and why the 990 might b...
Sep 06, 2022•13 min•Season 11Ep. 111
In this episode, we are bringing back one of our most popular episodes, Season 5 Episode 1, the first episode of Nonprofit Ace, Let’s Talk About Compensation . Enjoy! Are people working in your organization for the love of the cause or the pay? It might make sense to hire someone who doesn't care about the income. However, studies show you should. Do you know what comparable organizations are paying? In this episode, I share why your compensation will benefit your organization. I also share how ...
Aug 30, 2022•5 min•Season 11Ep. 110
In this episode, we are bringing back one of our most popular episodes from Season 1, Episode 10, Storytime , enjoy! Does your balance sheet make sense to you? Do you see trends like your liabilities are high, your cash flow is high, or you are holding on to cash for some reason? Your balance sheet and income report can be confusing, but there are some things you should know. In this episode, I will share what you should be doing to check if your financial statements are telling a story that mak...
Aug 23, 2022•7 min•Season 11Ep. 108
In this episode, we are bringing back one of our most popular episodes from Season 1, Episode 3, Before You Start the Nonprofit , enjoy! Do you feel called to start a nonprofit? Is the lack of information and knowledge in creating one holding you back? Maybe you don't know where to start, how to gather people for a board, or how to get started with the IRS. It can be scary to make that leap, but when your passion for helping others is strong, everything else will follow. In this episode, I will ...
Aug 16, 2022•8 min•Season 11Ep. 109
In this episode, we are bringing back one of our most popular episodes from Season 4, Episode 11, Full Interview: Cherrise Wilks . Enjoy! Has your organization worked with multiple agencies to help you with your programs and projects? Maybe you feel like you are still at square one, and the only thing that has changed is your budget when hiring someone else to help you achieve your goals. In this episode, I talk with Cherrise Wilks about her role in helping governments, businesses, and nonprofit...
Aug 09, 2022•23 min•Season 11Ep. 107
