Buying Investments on Margin can Result in Tax
A recent Tax Court case has brought to our attention a taxable event that can catch nonprofit organizations by surprise. We all know that certain income from debt-financed property can result in...
View ArticleAlternative Investments
Not-for-profit organizations can hold significant investments. Funds may be invested to safeguard endowments, to set aside reserves, to provide earnings to the programs, etc. Not-for-profit...
View ArticlePSCA’s 2011 403(b) Plan Survey Reveals New 403(b) Plan Trends
The Principal Financial Group recently teamed up with the Profit Sharing/401k Council of America (PSCA) to survey the sponsors of more than 700 403(b) plans regarding how they are dealing with the...
View ArticleState of the Sector Survey Outlines Ongoing Challenges for Not-for-Profits
More than 6,000 not-for-profit organizations participated in the Nonprofit Finance Fund 2013 State of the Sector Survey, and the results were just recently published. The survey covers the need for...
View ArticleDetermining Level of Investments for Disclosure Purposes
It is important as a nonprofit to understand the disclosures you must make for investments your entity holds. Level 1 investments have the fewest disclosures required by the Financial Accounting...
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