Reinstatement Workshop for Nonprofits & Fund Development

and Grant Strategic Plans Or in simpler terms, How you may have gotten in trouble, how to stay out of trouble and how to provide maximum benefits

You have questions?

Well, so do we…

What are your CSPs?

Challenges

Solutions

Potential

Challenges that you face today

Almost a 50% jump in 10 years21.5% are revoked

Getting in trouble… in FIVE easy steps

They must receive your annual 990

form- regardless of income

• 990N– $50K<

• 990 or 990 EZ– $50K-$200K, assets $500K<

• Full 990– $200K+, assets $500K+

$50,000?One of the Two things you can be 100% sure of…

NO 990 for three years?

They must receive an annual 199 or 199Nform from you

If you think the IRS is bad

The FTB is worse

• Their rules are different.

• You must file a return if you make

> $37,000 in any given year or

$25,000 in any one year

• Unless, you are a pension plan, IRA, political party or church

• AND you must file a notice if you dissolve or shut down

NOTE

Even though your income is tax free, other expenses are not

Things to watch out for:

Paying sales and use tax on items or personal property

Be careful with donated or homemade goods or gifts

Do you need a sellers permit??

Do you have Employees or Independent Contractors?

Do you control the outcome?

More powerful that you realize

• Nonprofit Integrity Act– Everything must be registered within 30 days of

receipt– Do you make more than $2M? If so you need

an Independent Audit and committee & review of executive comp

– Do you use commercial fundraisers? They must be registered- and you must notify the AG

– Do you conduct raffles? Let them know…

NIA of 2005?

What are your biggest pains?

What are your biggest pains?

So what if you are revoked?What now?

• Reinstatement

• Start anew

• Ask for forgiveness

How we can help??

Maybe this is a wake up call??

We offer a range of services• Compliance

• Accountancy (CFO on demand)

• Marketing, PR & Events

• Fund development, Grant Strategic Plans (GSP) & Grant Writing

Grant Strategic Plans (GSP)

Like a Business Plan for a regular business. Did you know?

Over 90% of all businesses have no plan

The chances of getting outside financing

without one? 0%We want to make you Grant-worthy…

And what does Grant-worthy even mean?

The right combination:• 40% grant• 60% “other”

• Donor cultivation• Planned giving• Events coordination

10,206 Foundation in CA per The Foundation Center

• No ED (or one without a salary)

• No Board (or one that is not committed, engaged or productive)

• No money…

Don’t be a “Shoebox” nonprofit

Success

is not borne by Passion alone...

(What is your) Potential?How many can you serve? How many can you help?

Your teamYour team

Your boardYour board

FoundationsFoundations

Grant writersGrant writers

Compliance Specialists

Compliance Specialists

AccountantsAccountants

NDANDA

I would rather change my ways and succeedthan keep doing what I’m doing and fail. GK

Gitonga Kanampiu, MBA

20 years in the nonprofit worldFormer Controller Easter Seals, 7 yearsWriter of countless grants up to $40MA man of humble origins that never gave upTeacher at National University & Cal State Fullerton Summer School for Nonprofits

Next steps:Do an assessment of your organizationAsk yourself: “Are you serious?”Call us if we can help

Together we can make a

difference