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Nonprofit Document Retention Policy: Template and Retention Periods by Record Type
Posted Oct 19 2026 by Sherman Hsieh
Nonprofit document retention policy template with a retention schedule by record type, Form 990 line 14 guidance, federal grant rules and system holds. Read More
Nonprofit Whistleblower Policy: Template, Form 990 Line 13 and How to Handle Reports
Posted Oct 19 2026 by Sherman Hsieh
Nonprofit whistleblower policy template with a report log, audit committee workflow, Form 990 line 13 guidance and the Sarbanes-Oxley rules that apply. Read More
Fiscal Sponsorship Accounting: Model A vs Model C Entries, Fees and Reporting
Posted Oct 19 2026 by Sherman Hsieh
Fiscal sponsorship accounting for Model A and Model C: journal entries, restricted net assets, admin fee entries, Form 990 reporting and software setup. Read More
Micro-Purchase Threshold for Federal Grants: Uniform Guidance Procurement Rules and Software Controls
Posted Oct 19 2026 by Sherman Hsieh
Micro-purchase threshold for federal grants: the $15,000 FAR ceiling, $50,000 self-certification, 2 CFR 200.320 methods and approval rules in software. Read More
Period of Performance for Federal Grants: Allowable Dates, Pre-Award Costs and Closeout
Posted Oct 19 2026 by Sherman Hsieh
Period of performance rules under 2 CFR 200: pre-award costs, no-cost extensions, 120-day liquidation and closeout, and blocking out-of-period grant costs. Read More
SF-270 Request for Advance or Reimbursement: When to Use It and How to Prepare It From Grant Ledgers
Posted Oct 19 2026 by Sherman Hsieh
SF-270 guide: when agencies require it instead of ASAP or PMS, advance vs reimbursement, the cash-on-hand rule and a worked request built from grant-coded GL. Read More
SF-425 Federal Financial Report: Line-by-Line Guide, Due Dates and Pulling the Numbers From Your Ledger
Posted Oct 19 2026 by Sherman Hsieh
SF-425 guide: where cash, expenditures, unliquidated obligations, match, program income and indirect come from in your ledger, plus the 120-day final rule. Read More
Form 990-N (e-Postcard): Who Can File, the $50,000 Test and How to Submit It
Posted Oct 19 2026 by Sherman Hsieh
Form 990-N e-Postcard rules for PTAs and small nonprofits: the $50,000 gross receipts test, eight required items, IRS filing steps and May 15 deadline. Read More
Form 1023-EZ: Eligibility Worksheet, Fees and What Small Nonprofits Must Set Up After Approval
Posted Oct 19 2026 by Sherman Hsieh
Form 1023-EZ explained: the eligibility worksheet, the $275 fee vs $600 for Form 1023, IRS timelines and what small charities set up after approval. Read More
Form 990-EZ: Who Can File It, the Thresholds and the Ledger Data Each Part Needs
Posted Oct 19 2026 by Sherman Hsieh
Form 990-EZ rules for small nonprofits: the $200,000 and $500,000 tests, gross receipts add-backs, 990-N vs 990, schedules, e-file dates and GL mapping. Read More