Finance & Legal Resources

Nonprofits have an obligation to act as responsible stewards in managing their financial resources, as well as comply with all legal financial requirements, in order to produce reliable financial information, ensure fiscal responsibility, and build public trust. The following resources provide information to help nonprofits use their financial resources to accomplish their missions in an effective and efficient manner.

Budgeting

Budgeting Basics

Budgeting Basics

Protecting Assets

Protecting Assets and Sound Internal Controls

Reducing Operating Costs

Strategies for Reducing Operating Costs

Managing Risk in Budget Forecasting

Managing Risk in Budget Forecasting

Financial Malfeasance and Nonfeasance

Financial Malfeasance and Nonfeasance

Investment Strategies

Investment Strategies

Taxes & Audits

Checklist

9 Step Checklist for Seeking a Property Tax Exemption

Sales tax

Sales and Use Tax

Property Tax

Property Tax Assessment Law

unrelated business income

Unrelated Business Income Tax (UBIT)

Form 990 Disclosures

Meeting Documentation

Meeting Documentation on the Form 990

Transparency and the Form 990

Transparency and the Form 990

Form 990

Form 990 Board Approval Process

Gift Acceptance Policy Disclosure

Gift Acceptance Policy Disclosure

Document Retention

Document Retention Requirements

Whistleblower Policy

Whistleblower Policy Disclosure

Conflict of Interest

Conflict of interest Disclosure Requirement

Payment and Reimbursement

Payment and Reimbursement Disclosures

Disclosure of Key Relationships

Disclosure of Key Relationships