It’s been several years now since the passing of the American Competitiveness and Corporate Accountability Act was passed (also known as Sarbanes-Oxley).  Although not specifically written for non-profit corporations and organizations, there has been much discussion and much written about how parts of this legislation affect these entities.

A recent commentary from the American Bar Association’s website pointed to two areas in particular that definitely would apply to the operations of a not-for-profit organization.

The first area is that of recordkeeping, covered in Sections 802 and 1102 of the Act.  Very basically, these sections relate to the fact that it is a crime to knowingly alter, destroy or conceal records or documents in order to obstruct an investigation or “proper administration” of a matter under the jurisdiction of a federal department or agency or filed under federal bankruptcy codes.  It also makes it a crime to do the same “corruptly”, intending to “impair the object’s integrity or availability for use in an official proceeding”.  It’s also a crime to obstruct, influence or impede the actual official proceeding.

The second area speaks to “Whistleblower Provisions”.  This is covered under Section 1107 and makes it a crime to harm someone in retaliation for their providing “truthful” information that relates to the commission of a federal offense.  These can include investigations by the IRS or EEOC.  Obviously, this is the kind of situation for which there should be procedures set up detailing how employees can bring forward problems within an organization.

A book published a few years ago to address Non-profit Corporate Governance and the Sarbanes-Oxley Act outlines 10 “principles” that should be taken under consideration by non-profit organizations.  The first five are outlined in this blog.  The last five will be reviewed in next week’s blog post.  The first five are:

  • Principle 1 – Role of the Board: The governing board should oversee the operations in a way that assures effective and ethical management.
  • Principle 2  - Importance of Independent Directors: These directors are important for assuring that decisions are made and judgments given that are free from undue influence.
  • Principle 3 –  Audit Committee: Organizations with enough funds to put one in place should have an audit committee composed solely of independent directors, assuring the independence of the organization’s financial auditors who review the organization’s critical accounting policies and decisions and the adequacy of its internal control systems, and oversee the accuracy of its financial statements and reports.
  • Principle 4 – Governance and Nominating Committees: These committees should be made up of independent directors who can focus on core governance issues and the makeup of the board.
  • Principle 5 – Compensation Committee: This committee should be made up of independent directors who will determine compensation for the chief executive officer, other executive officers, and assure compensation is based on actual performance of said officers.

Next week we’ll review the final five principles you should be considering in your organization based on Sarbanes-Oxley.  What policies or procedures has your organization put in place in the last few years as a result of this important legislation?

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Define Transparency for Your Non-Profit

by Karen on March 1, 2010

Although we Americans are among the most generous in the world when it comes to philanthropy, it still stands to reason that donors want to feel confident of where their money goes and how their “chosen” not-for-profits handle their businesses (inclusive of their finances).  We call this “transparency”, and its importance has skyrocketed since the likes of Enron made accountability a buzz word for the decade.

Not-for-profit organizations are not above being scrutinized by the public.  Transparency goes a long way toward building and maintaining the trust of the philanthropic masses…and your individual donors.  How much you share with the general public and how honest you are about both great outcomes and more challenging ones will send a strong message about your organization.

Of course, there are “vehicles” by which this transparency is made easier for those persons contemplating opening their pockets and checkbooks, though not necessarily for the NFP that has to collect the pertinent data and file the necessary documents.

A good place to start is having a home among other not-for-profits on the IRS List of Tax-Exempt Charities.   This list is called Publication 78 and was most recently updated on February 5, 2010.

Much has been written about the infamous Form 990.  The latest edition must disclose if there is any possibility of conflicts of interest, what board and staff members are paid, and whatever other details are necessary to convince donors of your organization’s accountability in regard to finances.  Posting a link on your website to your organization’s 990 form speaks volumes for your commitment to transparency with your donors.

GuideStar is an online publication that publishes information about NFPs in regard to all these issues, helping them in their quest for transparency and helping potential donors in their search for a trusted place for their dollars.

Another helpful site for donors is CharityNavigator, where donors can find charity rankings to assist them in deciding where to place their charitable contributions.  Assessing the ratio of overhead expenses to the overall budget is one ranking criteria, and the ability to be transparent and accountable can only help your not-for-profit organization garner a five-star ranking.

Even the Better Business Bureau, with its Wise Giving Alliance Standards for Charity Accountability, provides another opportunity for your NFP to shine in all its transparent splendor!

A final suggestion, albeit it a more time intensive and pricey one, is to publish an annual report, in which your organization can share its accomplishments in much greater detail and divulge more financial reports.   This kind of report, if done well, can have a much greater impact than viewing the 990 forms alone; and it can be made available online, as well.

Don’t under estimate the importance of having your not-for-profit showing up on these ranking sites, which in turn means you certainly can’t minimize how vital it is to be as transparent as you possibly can.

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Researching Potential Donors with Your Library

February 22, 2010

A trip to your local library is always educational and, many times, a fun way to spend an hour on your own or with kids in tow.  It is also a tremendous resource for businesses and business owners, including not-for-profit organizations that are working on key relationship building, looking for grants, and stimulating the involvement [...]

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SEO and Your Not-for-Profit Internet Rankings

February 13, 2010

It’s a no brainer that, in order to gain the donors and volunteers that you need, your goal is to rank at the top of the search engine lists.  That isn’t always an easy task if you aren’t an SEO (Search Engine Optimization) expert.  It’s a little bit of a different animal with NFPs in [...]

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How to Go From Awareness Events to Fundraising Events

February 2, 2010

From a company experienced in coming to the aid of non-profits in the areas of fund-raising, IT support, and consulting work, we came across an interesting report dealing with an issue that plagues all not-for-profits at one time or another.  This report gives pointers on how to turn fund-raising events that may only accomplish a [...]

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Annual Fund Drives

January 25, 2010

We haven’t yet worked our way through the month of January, but hopefully your not-for-profit organization has begun its annual fund drive.   This part of your development plan is a key ingredient for experiencing success at meeting and (optimistically) exceeding your monetary goals.
Along with the monetary goals of an annual fund drive, you should also [...]

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Share Accomplishments Through Donor Impact Reports

January 12, 2010

A couple of weeks ago, we discussed stewardship and how your not-for-profit organization must be held accountable for utilizing donor dollars effectively and for the purpose for which they are given.  Last week we addressed how NFPs need to determine what their measurable outcomes are in order to know what’s working and what’s not as [...]

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Measurable Outcomes

January 3, 2010

This is the time of year that not-for-profit organizations are assessing their “performances” over the past 12 months, looking at what are called “measurable outcomes”.  Having a good feeling about what your NFP is doing and its involvement in the community is one thing; but being able to address this aspect of a S.M.A.R.T. goal [...]

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Stewardship – #1 on Donor Bill of Rights

December 22, 2009

Admit it, don’t you always wonder when you send a donation, “How much of what I’m giving actually goes to the cause I’m supporting?”  You’ve, no doubt, seen those pie charts on charitable appeals outlining what percentage of your donor dollar goes to different ledger accounts at the organization asking for your help.
What we’re talking [...]

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Phone-A-Thon Strategies Can Help Your Fundraising Efforts

December 15, 2009

Let’s face it, asking people for money…even to support a cause they believe in…is not always easy, especially these days.  Not-for-profit organizations have to get more and more creative in finding ways to loosen up the purse strings.  Although phone-a-thons are not a new idea, they still have a place in your fundraising efforts if [...]

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