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James Gilmer

Nonprofit Sector Update: NYS Suspends Schedule B Requirement and More

Nonprofit Sector Update: NYS Suspends Schedule B Requirement and More

Nonprofit Sector Update: NYS Suspends Schedule B Requirement and More

Posted on August 2, 2021, by James Gilmer in Industry News, Nonprofit Compliance.

The July 1, 2021 decision by the Supreme Court of the United States (SCOTUS) in Americans for Prosperity Foundation v. Bonta has started a ripple effect in the world of charitable solicitation regulation. 

Nonprofits should expect charitable solicitation registration requirements … Read more

Nonprofit Sector Update: Requirement changes in California, Kansas, New York, and more.

Nonprofit Sector Update: Requirement changes in California, Kansas, New York, and more.

Nonprofit Sector Update: Requirement changes in California, Kansas, New York, and more.

Posted on July 2, 2021, by James Gilmer in Industry News, Nonprofit Compliance.

State legislatures and charity officials had a busy spring. Several states made immediate changes to their registration procedures, while others, like California, foreshadow additional requirements to come.

Nonprofits should expect charitable solicitation registration requirements to change frequently. Organizations that handle … Read more

U.S. Supreme Court Strikes Down California’s Donor Disclosure Requirement

U.S. Supreme Court Strikes Down California’s Donor Disclosure Requirement

U.S. Supreme Court Strikes Down California’s Donor Disclosure Requirement

Posted on July 1, 2021, by James Gilmer in Industry News, Nonprofit Compliance.

This article has been updated July 30, 2021, to include changes to the NYS procedures for collecting Schedule B.

On Thursday, the Supreme Court of the United States (SCOTUS) struck down California’s requirement that nonprofits submit unredacted donor information with … Read more

End of Fiscal Year Nonprofit Compliance: Budget Considerations

End of Fiscal Year Nonprofit Compliance: Budget Considerations

End of Fiscal Year Nonprofit Compliance: Budget Considerations

Posted on May 17, 2021, by James Gilmer in Nonprofit Compliance.

For most nonprofits, the end of the fiscal year is reserved for strategic planning for the upcoming year. During this time, organizations establish budgets and means by which to fund and grow their impact. Many organizations have adopted online fundraising … Read more

U.S. Supreme Court to Hear California Donor Disclosure Case

U.S. Supreme Court to Hear California Donor Disclosure Case

U.S. Supreme Court to Hear California Donor Disclosure Case

Posted on April 1, 2021, by James Gilmer in Industry News, Nonprofit Compliance.

On July 1, 2021, the Supreme Court ruled in favor of the challengers, striking California’s requirement that organizations file Form 990 Schedule B with their annual solicitation registrations. Visit this post for more information.

In April 2021, the Supreme Court … Read more

New York Creates Additional Reporting Requirements for Soliciting Nonprofit Organizations

New York Creates Additional Reporting Requirements for Soliciting Nonprofit Organizations

New York Creates Additional Reporting Requirements for Soliciting Nonprofit Organizations

Posted on March 22, 2021, by James Gilmer in Industry News, Nonprofit Compliance.

Effective January 1, 2021, many nonprofit organizations that register with the New York Attorney General – Charities Bureau will now have to file the same annual documents with the New York Department of State (DOS). Because the DOS deadline aligns … Read more

In a COVID-19 World, Do You Know Who Your Registered Agents Are?

In a COVID-19 World, Do You Know Who Your Registered Agents Are?

In a COVID-19 World, Do You Know Who Your Registered Agents Are?

Posted on March 2, 2021, by James Gilmer in Business Compliance, Registered Agent.

In every state, business entities such as LLCs need to appoint a registered agent when they form or register. The registered agent’s job is to receive service of process at its physical location and forward it to the organization it … Read more

Nonprofit Sector Update: 2020 NAAG/NASCO Conference

Nonprofit Sector Update: 2020 NAAG/NASCO Conference

Nonprofit Sector Update: 2020 NAAG/NASCO Conference

Posted on December 14, 2020, by James Gilmer in Industry News, Nonprofit Compliance.

November 17th and 18th, 2020, marked the public sessions of the annual NAAG/NASCO Conference. Harbor Compliance is a proud yearly attendee of the NAAG/NASCO conference. We are committed to discussing the biggest challenges facing the sector with state regulators so … Read more

Giving Tuesday 2020: Resources for Nonprofit and Donor Success

Giving Tuesday 2020: Resources for Nonprofit and Donor Success

Giving Tuesday 2020: Resources for Nonprofit and Donor Success

Posted on October 30, 2020, by James Gilmer in Industry News, Nonprofit Compliance.

Every year, on the Tuesday after Thanksgiving, the world joins together for a day of global giving. On that day, Giving Tuesday, we lift one another up. We share a message of unity and hope. Nonprofits and donors partner to … Read more

Compliance Reminder: IRS Form 990 Deadline is July 15, 2020

Compliance Reminder: IRS Form 990 Deadline is July 15, 2020

Compliance Reminder: IRS Form 990 Deadline is July 15, 2020

Posted on July 10, 2020, by James Gilmer in Nonprofit Compliance.

Effective April 9, 2020, the IRS extended the due date of Form 990 series annual information returns per Notice 2020-23. This action was taken in direct response to the COVID-19 pandemic. The deadline for tax-exempt organizations that file the … Read more

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