Last year, we presented a seminar covering the newly-revised IRS Form 990 and tools for using QuickBooks for budgeting, grant and event tracking, and allocating expenses. To view the PDF of our presentation from the seminar, click here. Contact us to reserve your space for the next seminar, or to request copies of the seminar materials.
The revised IRS Form 990 for tax year 2014 requires non-profits to have certain policies and procedures in place before the end of their current fiscal year. Links to sample policies are below. Additional documents are forthcoming.
The policies below are only samples, and provided solely as a courtesy to you. They are a framework within which to develop your own policies. We urge you to carefully review the language and provisions and revise them to conform to your organization's specific needs and circumstances and, if appropriate, seek the advice of competent legal counsel.