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SF-425 Federal Financial Report: Line-by-Line Guide, Due Dates and Pulling the Numbers From Your Ledger
Posted 21 hours ago 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
Nonprofit Whistleblower Policy: Template, Form 990 Line 13 and How to Handle Reports
Posted 21 hours ago 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 21 hours ago 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
Salesforce Nonprofit Cloud Pricing: Power of Us Licenses, Editions and Real Implementation Costs
Posted yesterday by Sherman Hsieh
Salesforce Nonprofit Cloud pricing for 2026: Core, Advanced and Max per-user prices, Power of Us free licenses, add-ons and real implementation costs. Read More
Nonprofit Document Retention Policy: Template and Retention Periods by Record Type
Posted 21 hours ago 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
Micro-Purchase Threshold for Federal Grants: Uniform Guidance Procurement Rules and Software Controls
Posted 21 hours ago 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
Form 990-EZ: Who Can File It, the Thresholds and the Ledger Data Each Part Needs
Posted 21 hours ago 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
Higher Education Fundraising Software for Colleges, Universities and Independent Schools
Posted yesterday by Sherman Hsieh
Higher education fundraising software compared: alumni records, gift processing, matching gifts and SIS links in Raiser's Edge NXT, Ellucian and more. Read More
Vendor Rebate Tracking Software for Distributors: How It Works and What Your Options Are
Posted Oct 07 2026 by Sherman Hsieh
How distributors track supplier rebates: rebate types, ASC 705-20 monthly accruals, and how ERP modules and platforms like Enable and Vistex handle them. Read More
Grant Budget Template: How to Build a Budget Funders Will Approve
Posted Oct 17 2026 by Sherman Hsieh
Grant budget template with personnel, fringe, travel, supplies, contractual and indirect lines, narrative tips, 2 CFR 200 rules and actuals tracking. Read More