Nonprofits have tax deadlines too

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Photo by Alan Cleaver (Flickr/Creative Commons)

If you hurried to the Post Office today to pay your taxes or claim your refund, you’re in good company. Estimates are that 25% of U.S. taxpayers file on the last day each year. But don’t expect long lines at the post office; the IRS is hoping 80% of returns will be filed online, up from 77% last year. The deadline (technically tomorrow this year because of a holiday in Washington, DC) is critical for individual taxpayers – filing late results in penalties and interest for everyone.

Nonprofits get a break on their filing deadline in two ways: First, the due date for organizations with a December 31 fiscal year end is not until May 15th. And second, larger organizations can get an automatic six-months extension to pull their records together just by filing Form 4868.

But the risks for nonprofits of not filing at all are pretty dire. More than 400,000 entries have been removed from the roster of tax-exempt organizations since a 2006 law took effect. The IRS is now required to cull out of the list recognized organizations that don’t file the required reports for three consecutive years. When that happens, donors can’t take deductions from their personal taxes (and may have to file amended personal tax returns – a double whammy) and the organization will probably have to start all over again—filing a new application for recognition and paying the fees—if it wants to continue to operate. Not a good thing.

The “information return” that nonprofits file is called IRS Form 990. It comes in several versions. Time and trouble can be saved by picking the right one.

  • Use Form 990-N (the “e-postcard”) if total revenue from all sources is normally less than $50,000 per year. Note that Form 990-N is only available online (there is no paper verson) and, though there’s no penalty for filing late, there’s also no way to get an extension. So that three-times-you’re-out rule applies to an organization that missed the last couple of years and then files late this year.
  • Use Form 990-EZ if total revenues (the IRS calls it “gross receipts”) are less than $200,000 and total assets are less than $500,000.
  • Bigger organizations use the full Form 990. And private foundations have their own different version called Form 990-PF.

The Urban Institute offers an electronic filing service for groups that need to do a 990-EZ or a full 990 and don’t have anyone else to do it. Information about how that works is online at efile.form990.org. The service is free for organizations with less than $100,000 in revenue and carries a small fee for groups with larger annual budgets.

Larger organizations will usually have staff or outside help with accounting and bookkeeping to keep them on track with these requirements and deadline. Smaller organizations need to be sure they have clear answers to a short, but important, list of questions:

  • When is our filing deadline? It’s always four months and fifteen days after the end of the last fiscal year.
  • What do we need to know to be sure we stay current with all these rules and regs? The IRS website is a good place to start – a list of frequently asked questions is here.
  • Who is going to file our Form 990-N? It takes a few minutes, access to a computer, and knowing the answers to a few simple questions. But somebody has to do it.

If you’re not sure all three questions have been answered for an organization you care about, then tomorrow—after your personal tax return is safely on its way—would be a good time to start getting things sorted out to be sure everything goes smoothly this year.

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Diana’s Big Move: The job applications continue…

Hi, Diana again. I checked in a little while ago about the beginning of my job search. I thought it might be time for an update and a few more insider tidbits.

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What to do when you're waiting...and waiting... (Photo: Paul Downey, Flickr/Creative Commons)

I have sadly little to report: a few false starts, and one tiny spark of a lead that I hope to turn into a real possibility. I’m trying my best not to let my anxiety get to the best of me, and trying not to check my email fifteen times an hour (…I wish I were kidding). But, never fear. Let’s be proactive:

Keep the applications going and be patient.

It’s easy to feel burnt out when you spend hours on applications and you don’t receive positive feedback. Find your inner Dory, and just keep swimming. Don’t focus on the number of applications you’ve sent out, or the rejection letters (or lack thereof) that you’ve received. All you need is for one employer to think you’re a good fit.

While we’re on the subject of feedback: as tempting as it may be, in most cases you should refrain from following up on your resume. You’ve submitted your application, so the organization knows you’re interested; your cover letter and resume indicate your enthusiasm and skill set. One exception to this is if you have a substantial addition to make to your file. If you’ve applied to a job where Swahili is a requirement, and you’ve since become fluent, by all means, let the hiring committee know. (This tidbit comes to you from our very own HR team; for more insight, check out IdealistHR.org.)

Learn from your (mis)steps.

If you’re not sure about the content, tone, or general approach of your application materials, have a friend or colleague look everything over. As much as it may feel like one, your job search is not a cumulative exercise. The organization you contact today doesn’t know about the spelling error you missed on the last resume you sent out, or about the “joke” that didn’t go over so well in a past interview. Take your past stumbles and learn from them.

Take notes.

Every week, we receive a few calls from panicked job seekers who’ve finally landed an interview, only to realize they have no idea which position they’re being considered for. Don’t let yourself get ambushed – and please feel free to use this little chart I’ve made for myself:

Network. No, really, do it.

I rolled my eyes as much as the next person when it came to networking. But that lead that I mentioned? It came from a connection. I’m sending out applications and letters and resumes, too, of course. But you never know where your dream job will come from. We have so many great ideas on networking already, so I’ll leave you to peruse our resources. Suffice it to say, whether it be via social media, in person, or by carrier pigeon, networking: do it.

React:

This is a struggle for me, too. Some of you have already reached out with your personal stories and experiences. Please keep these coming! If there are specific topics that you’d like Idealist to cover or if you have a never-fail tip, let us know. Drop me a line here in the comments or at diana [at] idealist [dot] org.

Liked this post? Here are others you might enjoy:

Five New Year’s resolutions for job seekers

Career Corner: Taking my own advice

Getting your career search on track

Diana’s Big Move: The job search  begins

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Help an LA actress bring hospice patients’ stories onstage

An experiment: can our community’s collective brainpower help an idea become reality?

The intention

Once a week, actress Erica Gerard visits the homes of hospice patients in West Los Angeles. She sits with the patients and does whatever makes them feel comfortable: talk, listen to music, read a book, enjoy the silence, and more. As someone who only buys vintage furniture because of the stories each piece holds, Erica especially enjoys seeing the patients surrounded by all of their belongings.

Erica would love to record and perform their life stories. “People at the end of their lives are some of the most rich, complete and interesting treasures we have access to,” she says. “None of us have been there yet, but we’re going there, so tell us what it’s like.”

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Though her deceased grandmother won't be in the audience, Erica knows she'd be proud: “I can hear her voice saying, 'You’re doing a mitzvah,' which is a good deed." (Photo: Alan Cleaver, Flickr/Creative Commons)

The obstacles

Erica hasn’t started. Here are the barriers she has identified:

  1. Interviewing people in hospice care can be logistically challenging. Her first patient passed away, and her second was unconscious much of the time.
  2. She doesn’t have an end vision of the show yet, and the options about artistic choice, direction, etc. can feel overwhelming.
  3. She prefers collaborative projects to working alone, and so far doesn’t have anybody to bounce ideas off of and propel her forward.
  4. There’s a whole world of medical confidentiality laws and issues she has yet to explore.

How you can help

Erica would to love see this project grow and succeed. Can you offer her any advice?

  • Is this an idea that’s already been done somewhere in the world?
  • What are some interviewing strategies to help draw out specific stories?
  • What have you always wanted to ask somebody who is near the end of life?
  • How should she approach this project so as to share stories without exploiting patients?
  • How can she find allies and resources?
  • What are some ways to stay focused when life’s distractions get in the way?

Leave a comment below or send her a message through Idealist and if the project progresses, we’ll keep you posted!

Do you have an idea that’s just starting to brew? If you’d like us to consider posting it as part of this series, email celeste [at] idealist [dot] org.

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We need a new word for “service”

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Ami points out that "Kaboom! invites people to build playgrounds," in strong, active language. (Photo: Ft. Meade Public Affairs, Flickr/Creative Commons)

Today on Fast Company, our founder Ami Dar writes:

To help more people take the leap from good intentions to action, we need better words for what we do. “Service,” “volunteerism,” “civic engagement”—even “nonprofit” and “social entrepreneurship”—are all weak substitutes for the action-oriented verbs that people actually use to describe how they work together and help one another.

Click here to read the rest of the piece. Thanks to Fast Company and Catchafire for including Ami in the “Co.Exist: World Changing Ideas and Innovation” series.

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How to make the most of a conference, part 2

I’m sitting in the lobby of the hotel where the Nonprofit Technology Conference will officially kick off tomorrow morning, back with more tips for conference survival and…thrival. (Did I just type that? I blame the jet lag.)

My post last week focused on what to do before you go. Here are some suggestions for what to do once you arrive.

Be realistic about email.

Think you might neglect your inbox a bit? Don’t forget to put up an out-of-office auto reply. Before the NTC, the smarties at NTEN provided boilerplate text that attendees could copy and paste into their email auto-responder (which deftly include information about the live stream of the conference). You could be cryptic, but Sarah Durham of Big Duck advocates that you share “that you’re out, when you’ll be back, and whom to contact in your absence.” And why not take the opportunity to show off your organization’s personality a little bit?

Remember who you meet.

Trish Tchume, National Director, Young Nonprofit Professionals Network:
I know this is an old trick, but I do still write a brief description about every person I meet on the back of their business card that includes where I met them, one physical detail, one professional detail, and one personal detail that will later jog my memory of who the person is. Hence my rolodex (yes, I still use one) is full of cards that say stuff like, “Chicago IS Conference, cool glasses, been at X org for 2 years, joked abt 4th season 30 Rock.”

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Not feeling a session? Put one foot in front of the other, says Amy. (Photo: CarbonNYC, Flickr/Creative Commons)

As my yoga teacher would say, “Create your own experience.”

Amy Sample Ward, Membership Director, NTEN:
Remember the law of two feet: if you’re in a session, a social event, or anywhere else and it isn’t the conversation or topic you thought it would be, feel empowered to leave and find the people and conversations you’re after. Every conference tries to cover many topics and create opportunities for all the various goals participants may have, but participants also need to feel free to make the conference what they want it to be!

Building on that, a tip from me (julia@idealist.org):
Give yourself permission to leave and breathe. I’ve arranged to meet up with an old friend in the city for dinner one night. At the end of a long day of nonprofit tech immersion, I’ll have a chance to unwind, talk about totally different subjects, and see another neighborhood. (I’ll probably forget to take off my conference name tag. She’ll probably make fun of me. I’m OK with that.)

Share power…literally.

Jereme Bivins, Social Media Manager, Foundation Center (who left this comment on our last blog post):
Running around the hotel and conference rooms all day does a number on your mobile devices, and you rarely find yourself seated next to a power outlet during the sessions. So I try to be very conscious about which devices I have on/running (vs. which I’m actually using), I optimize my devices’ power settings, and I always keep a spare charger in my bag.

Also, if you’re a super-networker, power makes friends – and not in the Machiavellian way. People with power strips, back-up batteries, iPhone/iPad chargers, etc. are always great folks to have around; so if your primary goal at a [high-tech conference like the NTC] is a ton of ‘Friend’ requests, nothing says ‘Like’ me quite like a spare laptop charger…

Keep ‘em coming!

Thanks again to everyone who contributed to this mini-series. Please keep the tips coming in the comments. And if you’re at the NTC, check out the session I’m co-hosting Tuesday, April 3 at 1:30.

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Idealist by the Numbers: You love us, just not on Valentine’s Day.

Howdy! It’s Kim and Diana, your friendly neighborhood Community Support Team. Last month we debuted our new column and uncovered just how many of you self-identify as “geeks,” “nerds,” or “geeky nerds.” We’re back now with some freshly crunched numbers for you:

301: Number of organizations that joined the site last week.
1,195: Increase in jobs posted in February 2012 vs February 2011.

18: Percentage drop in visitors to Idealist on Valentine’s Day as compared to the previous Tuesday.

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Well, at least we have each other.

15: Percentage increase in visitors the next day.

That's better. (Photos: Staff retreat, March 2012)

3,837: Users whose profiles include the word “passionate.”
4,450: Users whose profiles include the word “love.

18: Idealist Grad Fairs we have planned for 2012.*
225: Graduate school programs that will be represented at our largest fairs.
2: Days it took our entire Grad Fair season to sell out.

10: Portland, OR Idealist staff members. (Apply to be #11!)
0: Land line telephones in the Portland office.

6,369: Members of our LinkedIn group.
1,569: Idealist LinkedIn group members who describe their work as entry level.
1,463: Idealist LinkedIn group members who describe their work as senior level.

80: Kilowatt hours of energy used by Idealist.org’s NY office last month according to thinkeco.
2.3: Kilowatt hours of energy used by Kim yesterday.

*While we’re here, we want to thank all of the graduate admissions folks who plan to participate in our 2012 Idealist Grad Fair season! Our offices have been abuzz these past few weeks as we launched the fairs and you rushed to join us. We can’t wait to see you all there.

That’s all for now. Have a question, or is there a certain number you’re curious about? Leave a comment below.

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How to make the most of a conference

It’s conference season! Next week I’m heading to San Francisco for the annual Nonprofit Technology Conference, which boasts thousands of attendees and countless opportunities for networking, skill-building, and…sheer exhaustion. To prepare, I asked a bunch of nonprofit leaders how they make the most of big events like this. Here’s part 1: what to do before you leave.

Do you really want to do this?

Ami Dar, Founder and Executive Director, Idealist:
Think twice—or three times—before signing up. It’s tempting and easy to sign up for a conference that’s happening a few months from now, but pretend for a moment that the conference is happening tomorrow or next week. Would you still want to attend? If so, go for it!

Make a plan.

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Does this make you want to run for cover? (Photo: Enterprise 2.0 Conference via Flickr)

Amy Sample Ward, Membership Director, NTEN:

Create a schedule for yourself ahead of time. Don’t budget every minute of every day, but do outline any sessions you know you want to see, and add in a block or two of time that’s free time so you reserve flexible time to meet up with new friends or explore the city.

Allison Jones, Fundraising and communications professional:
While I may blog and have an online presence, I am at my core an introvert. Large group settings make me uneasy so I always feel incredibly nervous before a conference…But I build a ton of relationships online, and conferences offer an opportunity to strengthen those relationships face-to-face. [Arranging ahead of time to] connect in a small group or one-on-one feels less random and less “networky”; these interactions invigorate me and allow me to connect with people in a more meaningful way. Plus, by planning time to meet others, it makes it harder for me to run into a corner and hide!

Trish Tchume, National Director, Young Nonprofit Professionals Network:
If the conference posts a participant list beforehand, go through the list and make note of who you want to catch up with or meet. Once you decide on those folks, PICK AN ACTUAL DATE, TIME, AND PLACE TO MEET. The best way to not actually meet up with someone at a conference is to just plan to “grab each other” when you’re there.

Creature comforts, AKA “Your body and soul”

This one’s mine:
On my packing list for this trip are comfortable shoes, workout clothes, healthy snacks to help me avoid a conference pastry overdose or overpriced airplane snack pack, and a travel mug or water bottle.

One thing I didn’t do that required advance planning: Sign up to volunteer. If your conference includes optional service opportunities like the NTC does, why not take them up on it?

Think (way) ahead.

Farra Trompeter, Vice President, Big Duck:
Block out time on your calendar now for AFTER the conference to process all that you learned and actually implement some of the bright ideas you’re certain to pick up in the sessions and in your conversations.

I’ll be back soon with Part 2: What to do while you’re there. In the meantime, have you tried these strategies? Do you have other “know before you go” tips for conference-goers?

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Diana’s Big Move: The job search begins

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After lots of trips from New York to Boston, I'm looking forward to getting settled. Photo: Rob Pongsajapan, Flickr/Creative Commons

A new series exploring one Idealist’s search for her next career move.

Hi, I’m Diana. We met recently in the post about Idealist’s Community Support Team. My coworker Kim and I answer all of your calls and emails about the site.

A confession: For the last few days, during every conversation I’ve had with a job seeker, I’ve given them a mental high five, and sent off an extra little prayer to the universe that things go well for them. Why? Because I’m in the club now, too.

I love Idealist and I’ve loved working with people like you, but life is taking me away from New York and I’m officially looking for a new gig. As I began tackling applications, a few things dawned on me – insight that I probably wouldn’t have if I didn’t, y’know, work at Idealist.

Here are some of the discoveries I’ve made so far:

1) If you’re currently employed, consider telling your manager you’re looking. Maybe.

Idealist is an open, supportive place to work, with open, supportive leadership. My managers know I’m searching, which is helpful because I don’t have to scramble for references and I won’t have to fake a stomachache to go out of town for an interview. If you’re lucky to be in a workplace like mine, you might want to disclose your decision to move on relatively early in your process.

But clearly this is not an option for everyone. Make sure you weigh the benefits against the potential risks. In her post Choosing an end date when resigning, Alison Green of Ask a Manager writes:

“Your best bet is to pay attention to how your employer has handled other employees who resign. Are people shown the door immediately? Pushed out earlier than they would have otherwise planned to leave? Allowed to work their full notice period? In any case, don’t assume that you control the selection of your last day once you give notice…”

And keep in mind that life isn’t all carefree after you come clean. While I had a hunch Idealist wouldn’t fire me just for announcing my intentions to move on, spreading the news has been nerve-wracking for other reasons. What if Idealist hires my replacement, and I still haven’t found anything? What if my move falls apart at the last minute? Before you give notice, be sure you really, really want to make this career move. Idealist’s tools for career self-assessment can help.

2) Research, research, research.

  • Even if you’re not moving, find out what organizations or companies are most active in your region and see if you can find your professional niche in that area. Is your city a haven for museums, or hospitals, or biotech? You may end up playing a similar role in a wildly different organization.
  • What are your salary requirements? If you are moving, find out how much should you expect to make. Don’t get turned down for demanding a Manhattan salary in a city with a drastically lower cost of living. I found CNN Money’s Cost of Living calculator to be especially handy. You can also see a breakdown of salaries by company, location, and title at Glassdoor.com (you may have to join to see the information you need – they give you a month for free, and offer you unlimited membership if you contribute anonymously to their database).

3) Sweat the little stuff. Seriously.

After working here I will never, ever copy and paste a form cover letter because I know it always shows. Tailor your cover letter and your resume specifically for the job to which you’re applying. Find out as much as you can about the organization or company you’d like to work for, and tell them honestly why you want to work for them and why you’re qualified for the position.

Stay tuned.

I’ll check in every now and then to update you my progress, and I’d love to hear from you, too. I’m in a unique situation since I can write so publicly about this. If you prefer not to comment publicly here, please feel free to write to me at diana [at] idealist [dot] org to share your struggles, your victories, a story of that kick-butt interview answer you came up with. We’re in this together.

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Webinar: How we survived the financial crisis

Update, 3/29/12: Watch the webinar via the Nonprofit Quarterly archives.

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So grateful for this community. (Photo: Daniel J. Sieradski)

“I need your help to save Idealist.org.” That’s the title of an email our executive director Ami Dar wrote just two years ago. It began:

Dear ___,

You know how sometimes in life you go through a bad moment, and when your friends hear about it later, they say, “Why didn’t you say something? Why didn’t you ask? We would have helped.”

That’s where Idealist is now, and I am writing to ask for your help.

Very briefly, here’s what happened…

Ami went on to explain that after the financial crisis in October 2008, thousands of nonprofits froze hiring – which meant that we could no longer depend on that revenue stream. We had to get creative. We expanded other revenue-generating efforts, including our Grad Fairs; made some painful decisions to streamline our operations and staff; and got by “on faith and fumes” and with a lot of help from our friends. By January 2010 we had no choice but to turn to you, the people who had attended our events, subscribed to our Email Alerts, and contributed to this community for more than a decade.

Ami sent the email to 500,000 people who had registered on our site. Your response—donations large and small, stories of how Idealist had touched your life, warm wishes—touched us immeasurably, and allowed us to get through that rough patch.

On March 28, the Nonprofit Quarterly will host Ami for a free webinar called When your Financial Model goes Bust: How Idealist Took a Risk and Pulled Through. Join us to hear more about this critical time in our history and to discuss how the lessons we learned might help in your own work.

Space is limited. Reserve your seat now at: https://www2.gotomeeting.com/register/220154626

And to all of you who pitched in back in January 2010: thank you again. We can never thank you enough.

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Compensation: More than just a paycheck

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Have you subscribed to our monthly HR Connections newsletter? Visit idealisthr.org to sign up.

In our most recent HR Connections newsletter, our HR and Operations Manager Kara Montermoso writes:

Many of us are drawn to work in the nonprofit sector by the missions of our organizations, but our satisfaction with our work and the ways it impacts the rest of our lives are key factors in keeping us motivated and engaged. And one aspect that can contribute to our sense of satisfaction is our total compensation.

Anyone working in nonprofit human resources—or preparing to negotiate a salary and benefits package—might want to check out the article, where Kara breaks down six general components, from salary and benefits to organizational culture.

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