IRS Form 990 Policies:
- Index of Suggested Policies and Procedures
- Committee Meetings
- Compensation Review
- Conflict of Interest
- Disclosure of Documents
- Disclosure of Fraud
- Disclosure of Outside Income
- Document Retention and Destruction
- Gift Acceptance
- Loans to Board and Staff
- Local Branches, Affiliates
- Monitoring of Investments
- Review of Form 990
- Travel
- Whistle Blower
IRS Form 990 Questionnaires:
Other Samples:
- Accounting Basics
- Accounting Policies and Procedures Manual
- Accounting Policies and Procedures – Religious Organizations
- Accounting Terms
- Audit Committee Charter
- Audit Committee Vs. Finance Committee
- Bank Statement Review Form
- Best Practices for Internal Controls
- Church Internal Audit Program
- Code of Ethical Conduct for Board of Directors
- Cost Allocation Plan
- Disaster Recovery Plan
- Donor Contributions
- Expense Allocation Policy
- Expense Allocation – M&G and Fundraising
- Finance Committee Purpose
- Fiscal Sponsorship Agreement
- Fiscal Sponsorship Policy
- Independent Contractor vs. Employee Checklist
- Investment Policy
- IRS Compliance Guide for Private Foundations
- IRS Compliance Guide for Public Charities
- Organization Assessment
- Segregation Of Duties
- Wireless Device Policy
Hassan Sultan has over 20 years of experience in the areas of taxation, business valuation, and non-profit financial management. His scope includes income tax preparation for individuals and businesses of all types, trusts, and outsourced CFO services to non-profit organizations. He also provides business valuation and litigation support. Hassan earned a bachelor’s degree in management from the University of Florida and an MBA from Carnegie Mellon University.
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