Nonprofit Resources

Tax Documents Retention Guidelines

What 2017 tax records can you toss once you’ve filed your return? The short answer is: none. You need to hold on to all of your 2017 tax records for now. But this is a great time to take a look at your records for previous years and determine what you can purge.




Nonprofit Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your 990 tax return.




NFP Financial Statement Primer

Although nonprofit financial statements are structured similarly to for-profit financial statements, their unique names and formats can make them harder to understand. This high level overview provides a description of each statement along with key information to look for that is specific to nonprofits.




NFP Financial Reporting Changes

In August 2016, a new accounting standard was released which will change certain financial reporting aspects for nonprofits. This two-page handout summarizes the key impacts of the new standard and provides additional considerations to help you apply the changes to your organization.