Multi-year gifts, such as pledges, grants, or donations committed over several years, can be a powerful source of stability for non-profits. They provide predictable funding streams that enable strategic planning and program expansion. However, they also introduce unique reporting and management challenges that can significantly impact financial statements and stakeholder
As organizations compete in the ongoing war for talent, offering a competitive 401(k) plan has become a critical component of compensation packages. Our latest 401(k) Plan Management Benchmarking Report provides valuable insights into how companies are managing their plans and what trends are shaping retirement readiness. Understanding these benchmarks can
Not long ago, AI in auditing felt like a “someday” conversation. Fast forward to 2026, and it’s very much a present-day reality. AI-powered tools are beginning to reshape how audits are conducted, helping teams work smarter, move faster, and focus on what matters most. For auditors navigating growing data volumes,
A Vastly Different Landscape – and How to Navigate It Times have certainly changed since FMI distributed their First Quarter 2020 outlook, and the Second Quarter outlook shines the light on a vastly different landscape. Items of disruption that have emerged include: COVID-19 Volatility in financial and equity markets Federal
While both U.S. Generally Accepted Accounting Principles (GAAP) and IRS Form 990 (required for most tax-exempt organizations) deal with investment income reporting, there are key differences: GAAP aims for comprehensive financial reporting for various stakeholders, while Form 990 focuses on transparency and compliance with IRS regulations for tax-exempt status. Essentially,
In today’s competitive landscape, companies that aren’t benchmarking their EBITDA against industry peers are operating without critical information. While financial metrics abound, EBITDA benchmarking provides the clarity leaders need to make informed strategic decisions and drive sustainable growth. EBITDA’s role in performance analytics EBITDA certainly has its critics, and their
As an organization grows, so do its operations and expectations for both businesses and non-profits. Internal controls play a critical role in maintaining compliance, efficiency, accuracy, and risk management, and ensuring you’re able to meet those rising expectations. Growth creates opportunity, but it also introduces complexity that older systems and