Non-Profit
Wish List
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Board of Directors Guide to Form 990
(pdf)
Raffles in Arizona (pdf)
- A recommended source of
training and education for nonprofit leadership and staff
IRS: Announcement 2009-62
Procedures for Section 509(a)(3) Supporting Organizations to Change Public Charity
Classification
IRS agents will be using this form in the coming year to evaluate Good Governance of nonprofit organizations
IRS Non-Profit application fees are changing! (see pdf file)
- Heinfeld, Meech & Co - Tucson CPA firm
- This firm support Non-Profit organizations and offers a great selection of classes both in the Phoenix area, in Tucson and in Flagstaff. We heard great reviews of the classes from our clients who attended. Upcoming classes for 2009:
- Procurement for Municipalities
- Grant School Conference - Fall 2009
- 2009 Nonprofit Conference
- Understanding School District Financial Statements
- Accounting Skills for Governments and Nonprofits (Day 3) (class full)
- Arizona Strut - Computer Recycling and Remanufacturing
- 501(c)(3) request for computer and other technology.
Computer Request Form
A source for the value of volunteer time when you are placing a value on it for reports or informational purposes.
Vehicle Policy for Business Use
Surviving 2009 and Complying With Nonprofit Board Governance Expectations:
Covering all the Bases in Arizona
Carolyn Sechler is a co-presenter. Use this form to register for the event on September 16, 2009!
Pay what you can afford - Computer Training
- Sales tax exemption and Az Nonprofits
- Arizona does not provide an overall exemption from transaction privilege tax for nonprofit organizations. However, Arizona tax law provides that certain specifically delineated organizations are exempt from transaction privilege tax under some business classifications. Please note that these exemptions are available for sales by the tax-exempt organizations, not for sales to the tax-exempt organizations. Generally sales to a nonprofit organization are subject to the transaction privilege and use tax unless the organization is a qualified hospital or health care organization (see Arizona Transaction Privilege Tax Procedure TPP 99-5). In addition, Arizona Transaction Privilege Tax Rulings TPR 94-10 and TPR 94-11 respectively, discuss exempt sales of tangible personal property and sales of food to certain nonprofit charitable organizations.
Internet Resources for Non-Profits
Nonprofit update on UPMIFA compliments of Ellis Carter (pdf)
Sample Job Descriptions for Members of Boards of Directors
Audit Guide for Small Nonprofit Organizations
ASCPA - The Nonprofit Budgeting Process (PDF)
Federal Filing Requirements for Exempt Organizations
This just in from our friends at Fennemore Craig (with permission from
Ellis Carter)
An expanded summary of the changes for nonprofits in 2009 (and impacting
2008 returns to be filed)
Recent presentation on the new governance rules and 990 update for nonprofits
Samples of required policies for Non-Profits (Form 990) - required before returns can be filed.
More Policies (Word documents)
- Sample RFP for Non Profits
- Sample RFP for Non-Profits (Word doc)
Template Request for Proposal (Word doc)
- Audit rules are changing..
- Sandi on our team has provided some helpful hints..
Care & Training of a Successful Audit (pdf)
Questions for the Auditors (pdf)
- Exempt Employer's Toolkit
- All forms in one place for nonprofits
- Non Profit Professionals Association Billing Statement
- Here is an actual disclosure statement that will appear on all membership dues invoices to
members in your chapter. To assure that the correct statement is displayed, please insert your
chapter name and the percentage or dollar amount of chapter dues non-deductible to your members.
Click here for the Word document
- Form W-9
- This is a form issued to independent contractors and
attorneys (even if incorporated) so that you can complete their form 1099 at year
end.
- Investment Policy (Word doc)
- Useful template for organizational investment policy. Complements of Rebecca Kenyon
- Gift Acceptance Policy (Word doc)
- This gift acceptance policy template will provide guidelines to representatives of who may be involved in the acceptance of gifts. Complements of Rebecca Kenyon
Employee vs. Contractor (pdf)
- Sample Whistleblower Policy
- Provided by: Jeffrey S. Tenenbaum, Esq.
...this policy aims to provide an avenue for employees to raise concerns and reassurance that they will be protected from reprisals or victimization for whistleblowing...
- Sample Whistleblower Tracking Report (Word Document)
- A key defense against fraud occurring in an organization is the availability of a means for employees and other constituents to anonymously report suspected wrongdoing (whistleblowing).
- Sample Request for Proposal Letter for CPA Services
(Word Document)
- This tool contains sample language that may be used by an organization requesting a proposal letter from qualified CPA firms when seeking a new service provider. As such, the sample letter may be subject to audit committee review or discussion, if an audit committee exists.
- Stay Exempt
- This is a new irs site and resource center to help
nonprofits retain their status and understand the rules.
- Arizona Charitable Organization Registration/Renewal
- A link to the fillable form that a nonprofit charity
in AZ must complete and submit annually
- Evangelical Council for Financial Accountability
- great resource for policy and procedure samples to adapt and
adopt. Courtesy of the fine folks at ECFA and Dan Busby in particular
- Conflict of Interest Policy (Word document)
- This is a sample document. If you have any questions, please let us know.
The Life Cycle of a Public Charity 
Resources and links
from the IRS
Audit Committee Toolkit for nonprofits
Currently downloadable at no charge from the AICPA
- Non-Profit Agendas Newsletter - Managing a Non-Profit in a For-Profit World
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- Gift Acceptance Policy Samples
- The Foundation Center - helping grantseekers succeed, helping grantmakers make a difference.
- Compensation Survey Data
- National Council of NonProfit Associations' Compensation Survey
- Arizona Secretary of State - Charities
- Downloadable forms and information available for charities.
- Guide Star
- GuideStar, the national database of U.S.
charitable organizations, gathers
and distributes data on more than
850,000 IRS-recognized nonprofits. The
GuideStar Web site is produced by
Philanthropic Research, Inc., a
501(c)(3) public
charity founded in 1994. GuideStar's
mission is to revolutionize philanthropy
and nonprofit practice with information.
- Federal tax ID/EIN applications
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You can now appline online for your organization Federal Tax ID number. Third parties may request EINs via the Internet on behalf of their clients. Third parties must maintain in their files a copy of the Form SS-4 signed by the client. Do not use punctuation such as periods, commas or the application will be rejected. For example, use LLC not L.L.C.
- Charity Advantage
- Yet another source for computer hardware for non profits. Inventory data updated regularly
The CharityAdvantage Computer Program assists non-profits with technology through Computer Donations and a Computer Purchase Assistance Program.
- Tech Atlas
- TechAtlas helps non-profits map out a customized technology plan that includes guides to successful implementation step by step.
- CompuMentor
- We're a nonprofit specializing in technology solutions for community-based organizations and schools. We offer hands-on planning and implementation programs, technology products at deeply discounted prices, and online resources for information and advice.
- Basic responsibilities of the nonprofit board member
- The Alliance for Nonprofit Management
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The Alliance for Nonprofit Management is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits - to assist nonprofits in fulfilling their mission.
- Board Cafe
- A discussion among board members of issues common to all and opportunity to request support.
- Quality 990
- The Quality 990 (qual990.org) website encompasses a number of projects and activities to improve the quality of IRS Form 990 reporting by nonprofit organizations.
- Independent Sector
- A coalition of leading nonprofits, foundations and corporations strengthening not-for-profit initiative, philanthropy and citizen action.
- National Center for Charitable Statistics
- Its mission is to develop and disseminate high quality data on nonprofit organizations and their activities for use in research on the relationships between the nonprofit sector, government, the commercial sector, and the broader civil society.
- Organizers' Collaborative
- Networking and resources for social change.
- Non Profit Genie
- California Management Assistance Partnership is at your service with information and resources for the nonprofit community.
- Stand Up for Kids
- This organization was founded in 1990 to help
rescue homeless and at-risk youth living on the streets.
- ARNOVA
- Association for Research on Non-Profit
organizations and voluntary action
- National Society of Fundraising Executives
- If you raise money for your organization, check
out this site!
- The Foundation Center
- Attention grantseekers & grantmakers! Look
at the foundation's libraries, seminar schedules and more!
- The Arthritis Foundation
- Official site of the Arthritis Foundation.
B'nai B'rith Interactive
Find out everything about the foundation's
services, programs, political action committee, current events and then
some!
ASAE Home Page
American Society of Association Executives
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International Center for Not-For-Profit Law
- Here are a few good book reviews
- Nonprofit Managers Library
- Provides comprehensive and practical materials
in management
- Arizona State University's Non-Profit Management Institute
- Financial Management Principles for Nonprofit
Organizations. Classes & Publications
- Community Information & Referral
- This site offers a myriad of oppportunities for
you to donate your time giving back to your community.
- Study Center
- Study Center provides assistance in two main areas: organizational development and publishing.
- Idealist
- Idealist is a project of Action Without Borders, a nonprofit organization founded in 1995 with offices in the United States and Argentina. Idealist is an interactive site where people and organizations can exchange resources and ideas, locate opportunities and supporters, and take steps toward building a world where all people can lead free and dignified lives.
- The Non-Profit Times
- Read the latest edition. Great compliation of
directories, links publications and resources
- Non-Profit Online News
- Read the lastest news for Non-Profit
organizations
WE WON'T CHARGE YOU FOR THIS:
This information is made available for your non-commercial use. Carolyn Sechler retains all copyrights to the text, graphics, and animations in these pages. Feel free to use the material for your personal use. Please make reference to the origin of any material that you have obtained from this site. Furthermore, this material is purely INFORMATIONAL, and should NOT be considered accounting advice or an accounting opinion expressed by Carolyn Sechler for your specific conditions. Please consult a professional before making any decisions based on this material.