Thought Leadership
When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.
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November 18, 2021
Part VII of the Form 990 is one of the more closely examined and highly scrutinized sections of an exempt organization’s tax return, both from the public and potential donors […]
October 26, 2021
Establishing an endowment fund is a big step forward for an organization. It demonstrates that the organization is serious about helping the community through its charitable work well into the […]
August 11, 2021
Overview The Employee Retention Credit (ERC) is a refundable payroll tax credit your not-for-profit (NFP) organization may be eligible to claim. The ERC was originally enacted with the CARES Act […]
July 13, 2021
On March 19, 2021, the Office of Management and Budget issued memorandum M-21-20 (the Memo), providing an automatic six-month extension for all single audit filings for fiscal year ends through […]
July 08, 2021
According to a study by the University of Maryland, cyber-attacks happen on average every 39 seconds. Blue & Co. hosted a webinar on Tuesday, July 13 from 12:00 p.m. to […]
June 02, 2021
Blue & Co. and Ashley|Rountree and Associates hosted a webinar on Thursday, June 10 from 12:00 p.m. to 1:00 p.m. EST entitled Not-for-Profit Revenue Sources – Earned Revenue. This is the second […]
April 26, 2021
Organizational budgeting is far from a simple process, and this is especially true for those in nonprofit leadership. There are often many complexities to consider when developing a financial plan […]
April 05, 2021
If your organization is exempt under section 170(b)(1)(A)(vi), section 170(b)(1)(A)(iv) or section 509(a)(2) of the IRS code, it must annually meet one of two public support calculation tests (shown on […]
March 16, 2021
The Employee Retention Credit (ERC) is a refundable payroll tax credit that your tax-exempt organization may be eligible for. The credit was originally enacted with the CARES Act in March […]
March 08, 2021
An area of common concern for not-for-profit organizations is how to best allocate certain expenses among the various functions between management and general activities, program services and other supporting activities […]
February 23, 2021
On December 22, 2020, the Office of Management and Budget (OMB) issued the 2020 Compliance Supplement Addendum (Supplement Addendum). The Supplement Addendum provides guidance on auditing Coronavirus Aid, Relief, and […]
February 15, 2021
This session was hosted by Blue & Co. and Ashley|Rountree and Associates on Thursday, February 25 from 12:00 p.m. to 1:00 p.m. EST. This webinar is Maximizing and Accounting for […]
February 10, 2021
As we continue through the first part of a new year, it is important to be reminded of a new Accounting Standards Update (ASU) that has been issued by the […]
January 22, 2021
At the end of December 2020, the second round of the Paycheck Protection Program (PPP) funding passed under the Economic Aid Act which provides additional relief to not-for-profit organizations. […]
January 04, 2021
At the close of 2020, new legislation provided some relief for not-for-profit organizations. Here are the highlights. Charitable Deduction: The $300 ($600 for married filing jointly) charitable deduction for non-itemizers […]
Webinars
June 17, 2025
By Angela Crawford, Director, and Emilie Knieriem, Senior Manager at Blue & Co. On May 22nd, the House narrowly passed the “One Big Beautiful Bill Act” (H.R. 1). This bill […]
June 04, 2025
By Robert J. Findley, CPA, Director at Blue & Co. Serving on a not-for-profit Board is an excellent way to give back to the community, support organizations whose mission is […]
May 15, 2025
By Cory Schunemann, Tax Manager at Blue & Co. Tax-exempt organizations frequently grapple with how to report fundraising events on Form 990. The form requires them to separate event proceeds […]
April 21, 2025
By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]
April 02, 2025
By Doug Sandor, Senior Accountant and Chad Nieter, CPA, Senior Manager at Blue & Co. Cryptocurrency, a digital asset powered by cryptography for enhanced security, has revolutionized modern finance and […]
March 05, 2025
By Rick Shields, CPA, Principal at Blue & Co. One of the issues not-for-profits must address is how to raise funds while also properly reporting the associated costs for donor […]
Resources
Wishing you a day of reflection, celebration, and gratitude. Happy Independence Day from all of us at Blue & Co.!
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
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