Tag Archives: expenses

Travel Reimbursements – Tips for Uncommon Scenarios

USFR Compliance Questionnaire findings for travel reimbursements exceeding the maximum amount established by the Arizona Department of Administration are fairly common. Here are some tips on how to handle some of the common travel reimbursements situations that result in findings. … read more >

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The Art of Expense Allocation: Crafting an Accurate Statement of Functional Expenses

Accurate expense allocation is a cornerstone of financial management for nonprofit organizations (NPOs). Not only is it crucial for compliance with IRS regulations and financial statement requirements, but it also plays a significant role in maintaining transparency and trust with … read more >

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Navigating Part VII of the Form 990

Each year non-profit organizations complete and file the IRS Form 990. The Form 990 requires the disclosure of certain compensation information for select individuals. Below are some pointers to help you navigate this portion of the Form 990. Part VII … read more >

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Coming Soon! Change to Not-for-Profit Expense Reporting (Part 2)

As discussed in Part 1 of this blog series, one of the new requirements under Accounting Standards Update 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, is enhanced disclosures over the methods used to allocate costs among program and support functions.Allocation … read more >

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Coming Soon! Changes to Not-for-Profit Expense Reporting (Part 1)

For the first time in 20 years, FASB has made some major updates to the not-for-profit financial reporting and disclosure model. Accounting Standards Update (ASU) No. 2016-14, Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit Entities was created to improve … read more >

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Budgeting Expenditures in the Debt Service Fund

Posted April 24, 2017 Presentation by Sara Kirk:

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Allowable Travel Meal Expenses

Several questions often arise when processing travel reimbursements: Was it an overnight trip? Where did the employee travel to? Were any meals provided at hotels and/or conferences? What is our policy on receipts? Once all these questions are answered, you … read more >

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