Insights

Thinking out loud
about the work.

Perspectives on nonprofit finance, governance, and running a back office well, drawn from the work itself.

Finance

Getting payroll allocation wrong is easier — and costlier — than many nonprofits think

Most nonprofits know they need to track expenses by program. Fewer understand that payroll allocation is where that tracking holds up or falls apart.

Compliance

Operating in multiple states: the compliance complexity nobody warns you about

Expanding into a new state feels like a programmatic decision. The compliance obligations it creates are anything but simple — and most organizations discover them after the fact.

Finance

The grant you were awarded isn't always revenue yet: understanding conditional gifts

The award letter says you got the grant. Your financials may tell a different story — at least for now.

Governance

What "generative" governance actually means — and why it matters

Nonprofit boards throw the word "generative" around without always knowing what it means. Here's what it actually looks like in practice.

Compliance

What the Form 990 tells funders about your organization — and how to make sure it tells the right story

The 990 is the most widely read public document about your organization. Most nonprofits treat it as a compliance obligation. The ones that manage it well treat it as a communications tool.

Finance

Rethinking overhead: the cost of cutting too deep

For too many nonprofit leaders, "overhead" is a dirty word. The organizations that suffer most are the ones that accepted that framing without question.

Compliance

Preparing for your nonprofit audit: what your finance team should be doing year-round

Most nonprofit finance teams treat the annual audit as a season, not a system. The scramble is avoidable — but only if the work happens year-round.

Operations

When your nonprofit needs a professional finance function

The finance infrastructure that works at year one rarely works at year seven. Most organizations recognize the gap only after it's started to cost them.

Governance

Building an audit committee that actually does its job

Most nonprofit audit committees exist on paper. The ones that actually work share a few structural features that are easy to replicate — if you know what to look for.