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VIDEO Q&A for Subscribers: February 2025
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: February 2025

Ben and Mike answer questions from subscribers about how to navigate a financial environment in which grand funding is uncertain, whether people under 18 years old can serve on a nonprofit Board of Directors, whether membership dues are treated as donations or fees for services, and whether a last-minute item can be added to the Board meeting agenda.

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VIDEO Q&A for Subscribers: January 2025
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: January 2025

Ben and Mike answer questions from subscribers about how quickly a nonprofit Board of Directors must act to fill a vacant Board seat, how an organization can show a third party that it’s 501(c)(3) status is current and in good standing, the pros and cons of growing an organization through local chapters and affiliate structures, and the benefits of issuing an annual report for the general public to showcase an organization’s growth and successes.

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VIDEO Q&A for Subscribers: December 2024
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: December 2024

Ben and Mike answer questions from subscribers about implementing a CEO / Executive Director succession or transition plan, how to handle errors in an already-filed Form 990, planning for the possible loss in grant funding or a change in funding sources, and whether a person can old two officer positions simultaneously.

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VIDEO Q&A for Subscribers: November 2024 [PREVIEW]
Video Q&As, Videos, Subscribers-Only Videos and Resources Preview A. Michael Gellman (CPA, CGMA) & Benjamin Takis Video Q&As, Videos, Subscribers-Only Videos and Resources Preview A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: November 2024 [PREVIEW]

Ben and Mike answer questions from subscribers about the spending of operating reserves, conflicts of interest related founders of a nonprofit becoming staff, deciding between filing the Form 990-EZ and the Form 990, and legal issues raised by the moving of funds between related organizations.

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VIDEO Q&A for Subscribers: October 2024
Subscribers-Only, Video Q&As, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Video Q&As, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: October 2024

Ben and Mike answer questions from subscribers about managing staff concerns about the additional workload that may come from forming a new subsidiary or related entity, mid-year amendments to the annual budget, whether an organization should restore its good standing as a corporation prior to dissolving, and the distinction between restricted funds and Board-designated funds.

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VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about whether nonprofit organizations should require employees and Board members to provide receipts for small dollar expense reimbursements, tips for properly using executive sessions in Board of Directors meetings, and issues raised by nonprofits providing capacity building support to other nonprofits.

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VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY]
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: August 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about whether fixed assets and restricted funds can count toward a nonprofit organization's operating reserves, the pros and cons of taking over an existing 501(c)(3) organization rather than starting a new one, how abstentions are counted in a Board vote, and whether an organization should use a credit card or debit card.

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VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY]
Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: July 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about the definition of cash basis accounting and its consequences, implications of Board term holdover language and legal remedies to hold organizations accountable for not following their Bylaws, the benefits of tracking volunteer hours and what this means for an organization’s Form 990 and financial statements.

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VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY]
Video Q&As, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis Video Q&As, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: June 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about the responsibility of a Board of Directors to fill vacancies and how vacancy appointments count towards term limits, the Board's responsibilities regarding the use of large unexpected gifts and bequests, whether Board service can be reported as an in-kind contribution, and the distinction between policies and procedures that apply to Board and the staff.

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Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]
Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As A. Michael Gellman (CPA, CGMA) & Benjamin Takis

Video Q&A for Subscribers: May 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about Board liability exposure, deciding whether a new organization should have a broad or narrow focus, how receiving more than $50,000 in revenue impacts an organization’s Form 1023-EZ, and when nonprofits should think about changing audit firms.

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