How-To Guides

Form 990-PF requirements for private foundations: 5% distribution rule, excise tax calculation, Schedule B disclosures, and investment income tax.

When nonprofits must file Form 990-T, what counts as unrelated business income, the $1,000 gross income threshold, and post-TCJA silo rules.

Georgia Secretary of State charitable solicitations registration for nonprofits. Exemptions, fees, and annual renewal requirements.

Drawdown vs reimbursement: how federal grant cash flow works, interest earnings rules, and LOCCS vs ASAP vs PMS walkthroughs.

Ryan White Part A HIV/AIDS grant reporting: RSR, PSRA, the 75/25 core-medical-services rule, and allowable cost documentation for HRSA grantees.

HUD CoC grant reporting: HMIS data quality, Annual Performance Report (APR), LOCCS drawdowns, and match documentation for homeless services nonprofits.

The five criteria under 2 CFR 200.520 that qualify a nonprofit as a low-risk auditee, reducing major-program audit coverage from 40% to 20%.

Michigan's charitable solicitations license through the Attorney General. Who needs one, exemptions, renewal, and common mistakes.

Line-by-line walkthrough of New Jersey's CRI-300R renewal form for charitable organizations. Fees, audit thresholds, and how to avoid late penalties.

Design a chart of accounts that cleanly tracks restricted vs unrestricted net assets, with segment-dimension examples for QuickBooks and Sage Intacct.

Complete FY close checklist for nonprofits: restricted fund release, grant reconciliation, accrual entries, audit prep, and board reporting.

North Carolina Secretary of State charitable solicitation licensing: exemptions, fees, and annual renewal for nonprofits.