Entries with Author: Scott Curry

Giving in the U.S. in 2020 will be different in many ways than previously—mainly because of campaigns, economic conditions, and tax law implications. Don’t miss this deep dive into the trends and forecasts of giving in the United States presented by Melissa S. Brown, Principal of Melissa S. Brown & Associates.

This on-demand webinar shares insights into how tracking these trends can help identify future opportunities as well as insights into:

  • 2018 “Giving Pie”
  • Multi-Year trends to help identify what donor types give and where
  • Methods to identify donors using DAFs or Foundations for Giving
  • Tools to inspire more gifts from donor-advised funds, required minimum distributions, and other tax-advantaged giving

For access to more learning opportunities, tips and legal updates just for nonprofits, sign up for our monthly eNews today!

Question: Can an employer require its employees to use their accrued paid time off during an employer-required furlough? And, if salaried exempt employees work during the furlough, how is pay calculated for these employees?

Answer: Yes, an employer can require employees to use their accrued paid time off, for example vacation, for time not worked during a furlough. If an employee has no accrued time off, the employer can even put the employee into a negative paid leave balance.

Even while furloughed, however, the Fair Labor Standards Act (FLSA) applies to employees. The FLSA mandates compliance with the salary basis requirements for salaried exempt personnel. Accordingly, if such an employee performs any work during that week, the employer may not dock the employee’s pay for the absence. When a furlough is for one or more full weeks, federal law generally does not require payment to an employee.

Employers must be mindful that employees on furlough continue to accrue vacation days, sick days, and personal days, and continue to receive other benefits such as health insurance.

Q&A provided by ThinkHR, powering the UST HR Workplace for nonprofit HR teams. Have HR questions? Sign your nonprofit up for a free 30-day trial here.

Violence in the workplace was virtually unheard of until the 1970s but today, it is a national epidemic that affects everyone involved both physically and psychologically, and often, long term. Workplace violence as defined by the Occupational Safety and Health Administration (OSHA) is any act or threat of physical violence, harassment, intimidation or other threatening disruptive behavior that occurs in the workplace. OSHA estimates that nearly two million U.S. workers report being victims to workplace violence every year. Workplace Violence takes many forms, including homicide, assault, stalking and bullying. Because this growing issue not only has a profound effect on employee morale, company reputation and overall productivity but also leaves employers to bear the burden of lost wages due to employee absences and increased benefit payments, damage repairs, liability lawsuits and higher insurance rates, employers need to be as prepared as possible.

Taking a proactive approach in implementing procedures that address potential incidents allows employees a work environment that provides protection from harassment, threats and violence. There are many ways to implement safety measures in the workplace that can help to eliminate the risk of workplace violence—ranging from criminal record checks, substance abuse testing, reference checks, secure entrances, security assessments and employee training. The most important, however, is having an Emergency Preparedness Plan. Since these incidents are nearly impossible to predict, the primary components should educate your staff on the early warning signs of potential violence as well as how to respond when a situation does arise. Your plan might also include internal and external communication procedures, exit routes, evacuation plans, training drill procedures and a media relations plan.

Some additional protections that align with an Emergency Preparedness Plan:

  • Identifying your organizations strengths and weaknesses and areas for improvement
  • Assigning key personnel to act as emergency coordinators
  • Creating Emergency Safety Kits
  • Conducting drills on a regular basis

As a nonprofit leader, it’s your responsibility to provide a workplace free from harassment and bullying. Providing open and safe communication channels for discussing suspicious behavior, concerns and problems will go a long way in helping to prevent the unthinkable. Your main goal should be to reduce the probability of risk and ensure that any complaints that fall under the OSHA definition of workplace violence are handled promptly

For more information how to handle this growing epidemic, sign your nonprofit up for a free 30-day trial to ThinkHR, powered by UST HR Workplace.

What is an executive director? An executive director is “responsible for overseeing the administration, the program and the strategic plan of a nonprofit organization. Other key duties may include fundraising, marketing, community outreach, and this position reports directly to the board of directors.” As we all know, an executive director is required to wear many hats and needs to wear them all equally. Leadership styles have a huge impact on how well an executive director can carry out their duties—committed executive directors can set themselves apart when they’re able to evaluate their own leadership styles and seek input from others.

In this role, you’re tasked with the responsibility of both leadership and management and each duty requires a distinct skill level in order to be fulfilled properly. Leaders offer visionary qualities that can provide an overall scope to the organization’s specific problems and future planning. They tend to be a charismatic communicator and have the ability to motivate the team in anticipation of achieving future goals for the organization.  Managers are very hands on—they make sure things get done. Not only do they manage people but they also manage property and assets helping to fulfill the goals that management and the board of directors have set before them. They are the busy bees of the organization, who control, organize and monitor day-to-day activities of the operation. Think of an executive director of a nonprofit organization as being the “jack of all trades”.  

Along with managing and overseeing everyday tasks, an executive director is responsible for monitoring the finances for an organization—they oversee the development and on-going maintenance of the business model. This ensures the organization produces exceptional mission impact and sustains financial health. To make sure this is done successfully, the executive director has to be aware of the necessary business concepts.

Here are a few key business principles that could help guide financial leadership practice for your nonprofit:

1) Remain high-level and thoughtful with your board.

2) Make sure you’re managing your risks the right way.

3) Be sure to plan for your nonprofit’s reserves.

Executive directors learn that leading a nonprofit requires a constant balancing of current needs, external demands, and planning for the future. Financial leadership is crucial to the role and can not be fully delegated. Certain principles can help executive directors become accustom to the demands of the changing environment and maintain the balance needed for the organization.

Thousands of nonprofits have registered with their states in order to legally solicit donations… do you know what state requirements extend to your organization?

Presented by Affinity Fundraising Registration and hosted by Maia Lee, President of Relations, this on-demand webinar explains the essentials of fundraising registration and what you must do to ensure that you’re registered before filing your next Form 990. With over a decade in nonprofit marketing and development experience, Maia understands the challenges nonprofits face in fulfilling their missions with limited resources and is committed to educating nonprofits about charitable solicitation registration requirements.

 

You’ll learn crucial details needed to raise funds legally in any state with key information surrounding possible exemptions and how you may be subject to fines and penalties.  

Watch the webinar recording today!    

Want access to more learning opportunities, tips and legal updates just for nonprofits, sign up for our monthly eNews today!

September 24, 2019

Nobody likes filing taxes or paying them for that matter but don’t let that put your nonprofit at risk. While your organization may be federally tax-exempt, you are still required to file Form 990 with the IRS. This is the only way the federal government can ensure exempt organizations are conducting business in a way that is consistent with their public responsibilities. It also ensures your compliance and evaluates how your nonprofit is doing financially while  allowing the public to see information about a nonprofit mission and programs.

The 990 provides a transparent glance into the organization and its accomplishments. Allowing the public to see, not only, the gross revenue generated but where the revenue came from. When individuals, donors or job seekers are trying to find out as much as possible about a nonprofit through their own research efforts, this is an excellent source of information since it serves as a tool to evaluate the best charities to support.

It’s important that you file and file on time. Your 990 is due by the 15th of the 5th month after your accounting period ends. For example, if your fiscal year ends on December 31st, your 990 would be due by May 15th of the following year. Which form you file depends on your gross receipts—you can determine which 990 form to file by visiting the IRS website to see which form category your nonprofit falls under. Take the time to complete this form and avoid losing your exempt status with the IRS—there is no appeal process. If you’re unsure of your status, check the IRS website and get back on track, you will thank yourself later.

Understanding the journey, planning ahead and being proactive, will save you time and make the filing process much easier.  Following the below guidelines can help with that preparation:

  • Review the audit requirements for your state. Be aware of requirements BEFORE you begin 990 prep.
  • Determine ahead of time if you will need to file an extension. If you know you have an upcoming audit, keep in mind that the earliest most audits are schedules is in March or April and can last up to six weeks or longer. If this timeframe falls outside of your Form 990 due date, file an extension with the IRS as early as possible.
  • Close your books. Your nonprofit has been doing this for some time now, regardless of whether or not you’ve been filing Form 990, so you undoubtedly already have a process in place for year-end accounting activities.
  • Gather your documentation. Review your 990 from the previous year to get an idea of what you will need for the current year, including any schedules. You can check the IRS website to confirm which schedules you will need to file.
  • Update any outdated non-financial information. Double check that your organization’s name, address, telephone number and board of directors list (names, titles and compensation) are current.
  • Maintain a timeline. Provide ample time for completing the required paperwork as well as time for your board to review and provide feedback. While a board review is not required, it is strongly encouraged.

Since 990 forms are public documents and widely available, nonprofits should be diligent about filing them out correctly and filing them on time. Remember, a nonprofit’s 990 provides valuable information that speaks directly to your organizations status so the extra time spent preparing will pay off in the end. Don’t think of it as another menial task on your list of things to do but rather consider how it can affect those researching who you are—ultimately impacting the communities you serve. 

Question: What should employers do to prepare for the anticipated January 1, 2020, effective date of new DOL white-collar exemptions?

Answer: On March 7, 2019, the U.S. Department of Labor (DOL) announced a proposed rule to update and revise Fair Labor Standards Act (FLSA) white collar exemptions by raising the salary level for an exemption from $455 per week ($23,660 annually) to $679 per week ($35,308 annually, among other changes.

The rule is expected to be adopted and become effective January 1, 2020. While it’s too early to make any actual changes in response to the proposal, it’s a good idea to start preparing now so you’ll be ready if it becomes law, as experts anticipate it will.

  • Analyze cost impacts. You can begin to determing which employees are classified as exempt and ear $35,308 per year or less. Estimate the increased costs of either increasing their salaries to $35,308 per year or reclassifying the employees as nonexempt and paying overtime when they work more than 40 hours per week (or overtime hours worked based on your state’s overtime laws.) Again, hold off on any actual changes until the proposal becomes effective.
  • Review job descriptions. Take a look at your organization’s job descriptions to ensure that they are accurate for the work that the employees actually perform. Update as needed. Review the classifications as exempt or nonexempt based on the “job duties test” as defined by the DOL.
  • Forecast overtime. Talk with the impacted employees and their managers to get an estimate of how much overtime per week they actually work.
  • Review your overtime policies. While employers must pay overtime per federal and state laws even if the overtime is not authorized, employers can limit the amount of overtime allowed and provide disciplinary action to employees who fail to follow policy.
  • Measure productivity. Now that some exempt employees may be reclassified as nonexempt, ensure that the extra hours worked result in measurable productivity. Many exempt employees did not track hours worked previously and may have worked longer hours when not absolutely necessary. Since that time will now be compensable time, employers should ensure that the overtime is warratned based on business demand.
  • Review meal and rest break rules. Those employees who will be reclassified as nonexempt will be required to comply with state or company mandated meal and rest break requirements.
  • Review employee communications regarding plocies, the enforcement of such policies, and how you will communicate these changes to those employees who will be affected by the change in status.

Q&A provided by ThinkHR, powering the UST HR Workplace for nonprofit HR teams. Have HR questions? Sign your nonprofit up for a free 30-day trial here.

What is a KPI? A Key Performance Indicator (KPI) is “a measurable value that demonstrates how effectively a nonprofit (or another type of organization) is achieving its key organizational objectives.” Most nonprofits make their data-driven decisions with the help of KPIs – using them at multiple levels to evaluate success in reaching targets.

While KPIs provide important performance information that can allow nonprofits to understand whether or not they are on track toward certain objectives, they must fully grasp how the KPI’s work and how it’s benefiting the organization’s return on investment. The executive team and board members will be looking for stats and will have questions. Such as, how quick will we see a return? Are we seeing any patterns with our donor’s behavior? Can we see a comparison year over year? etc.

The use of KPIs can help correct an organization’s course of action efficiently and adapt to the changing conditions of the environment. When a nonprofit is looking for ways to succeed and achieve its mission in an ever growing and noisy space, they need a solution to measure progress and apply their course of action accordingly.

KPIs are essential when making informed decisions. Once a nonprofit gathers relevant and sufficient data, it’s much easier to make sound decisions that are going to push the organization in the right direction. It’s common that many nonprofit organizations measure generic KPIs that don’t offer any help in understanding whether they’re progressing towards achieving their mission and to what extent.

Being that it’s crucial and challenging to select the right KPIs for your organization, here’s a list of  suggestions for KPIs that are specific to various areas of nonprofit management:

1) Donors & Growth of Donation

2) Donor Retention Rate

3) ROI for fundraising

4) Track donation conversions by channel

5) Website page views

6) Email click-through rate

Friendly reminder: Once your KPIs are set, the work isn’t over. Make sure you’re checking-in regularly, whether that’s weekly or monthly and use that data to your nonprofits benefit. Tracking these important KPIs affect donor relations, program delivery and most importantly, the ability to achieve your nonprofits mission.

Nonprofit employers have been dealing with employee burnout for some time now but knowing what factors to focus on can go a long way in prevention. It’s a crisis that can trigger a downward spiral in both the individual’s performance as well as the organizations’ and can end up costing thousands of wasted dollars.  

Job burnout is a special type of work-related stress and one that has long been lacking official recognition even though it has nearly become an epidemic—until now. The World Health Organization (WHO), recently identified workplace burnout as an “occupational phenomenon” that may require medical attention. They state, that burnout is a syndrome conceptualized as resulting from chronic workplace stress that has not been successfully managed and characterize by three dimensions: feelings of energy depletion or exhaustion, increased mental distance from one’s job or feelings of negativism or cynicism related to one’s job, and reduced professional efficacy.  

Employees experiencing burnout at work are often physically, mentally and emotionally exhausted from the job. They are more likely to take frequent sick days, exude more negativity, reduce team moral and worse, start looking elsewhere for employment opportunities. They become fixated on problems rather than growth opportunities or development. Now, more than ever before, we’re doing more with less, working longer hours, taking fewer breaks and less vacation days. Burnout is a serious workplace concern and is detrimental to the health of everyone involved—managers, co-workers, loved ones and friends.

There are often many factors that cause job fatigue but managers play an important role in helping to avoid this occupational phenomenon. Employees who trust their managers are more likely to experience meaningful work. Below are some key strategies for building that relationship and reducing employee burnout:

1. Check-in daily – we’re not talking about a daily 30-minute meeting but a simple “Good Morning”, “How was the school play last night” or “Any plans for the weekend”. These brief interactions can make a huge impact on someone who may be struggling.

2. Listen actively – being a good listener when an employee comes to you with an issue is a critical step in earning their trust and developing a solid bond.

3. Make time for team-building – creating a team that is unified provides another line of emotional support for an employee who is struggling. Co-workers often understand better than anyone else the struggle of being burnt out.

4. Encourage break time – everyone needs to take a break to stay connected and focused so ensure your employees are taking the time to recharge.

5. Make work purposeful – being connected to your mission isn’t enough so give your employees more reasons for making their job feel important.

6. Always say please and thank you – two very simple terms that are extremely underused in the workplace. Showing appreciation and respect can go a long way.

7. Put the right people in the right place – make sure your employees have the opportunity to do what they do best so you get the best of what they have to offer and they feel fulfilled.

If you don’t address the causes of employee burnout in your nonprofit, you’re missing the opportunity to create a workplace environment that empowers employees to feel and perform their best. Employee burnout is no longer just an HR issue, it’s a public health issue and one that can be managed before it even hits. Develop healthy workplace habits that begin with managers who foster positive experiences and ensure you have policies in place that help recognize the triggers before they get out of control.

UST releases a new eBook focused on vital engagement practices to foster a desireable workplace.

Founded by nonprofits for nonprofits, UST publishes an eBook that reveals the latest retention best practices that can help nonprofits to better engage their dedicated staff. This resourceful eBook uncovers ideal strategies to withstand the ravages of financial, strategic and geopolitical uncertainties by overcoming retention barriers such as economic competition from other employees.

This eBook offers the top five strategies to employee engagement practices that help to foster a desirable workplace. You’ll also learn about:

  • Compensation benchmarking tactics
  • Creative benefit options
  • Employee engagement initiatives

The eBook, “Innovative Strategies That Overcome Nonprofit Retention Barriers,” reveals that “a surprising half to three-quarters of all turnover is actually preventable, if managers know how to implement all the tools and strategies available.”

Be sure to download your complimentary copy today!

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Privacy Policy

Privacy Policy and Terms of Use

UST maintains a secure site. This means that information we obtain from you in the process of enrolling is protected and cannot be viewed by others. Information about your agency is provided to our various service providers once you enroll in UST for the purpose of providing you with the best possible service. Your information will never be sold or rented to other entities that are not affiliated with UST. Agencies that are actively enrolled in UST are listed for review by other agencies, UST’s sponsors and potential participants, but no information specific to your agency can be reviewed by anyone not affiliated with UST and not otherwise engaged in providing services to you except as required by law or valid legal process.

Your use of this site and the provision of basic information constitute your consent for UST to use the information supplied.

UST may collect generic information about overall website traffic, and use other analytical information and tools to help us improve our website and provide the best possible information and service. As you browse UST’s website, cookies may also be placed on your computer so that we can better understand what information our visitors are most interested in, and to help direct you to other relevant information. These cookies do not collect personal information such as your name, email, postal address or phone number. To opt out of some of these cookies, click here. If you are a Twitter user, and prefer not to have Twitter ad content tailored to you, learn more here.

Further, our website may contain links to other sites. Anytime you connect to another website, their respective privacy policy will apply and UST is not responsible for the privacy practices of others.

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