Category Archives: Board of Directors

“Board Culture: How to Prevent a Shift in the Wrong Direction” webinar

On January 29, 2013, from 2 – 3:30 pm  I will present a webinar titled “Board Culture: How to Prevent a Shift in the Wrong Direction” in collaboration with BoardSource.    Using a “hypothetical” case study, this 90 minute low-cost webinar will offer an interactive format … Continue reading

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Public Funds Bring Increased North Carolina Nonprofit Transparency

Effective October 1, 2012, North Carolina nonprofit corporations receiving more than five thousand dollars ($5,000.00) of public funding  within a fiscal year from any local, state, or Federal government shall disclose their latest annual financial statements upon written demand from any member … Continue reading

Posted in Board of Directors, Current events and comments, Exempt Organizations, Governance, Management, Nonprofit Organizations, North Carolina | Tagged , , , , , , , , | Leave a comment

Spies, Jurors, and Nonprofit Boards: Seeking Ground Truth

“Bond—James Bond!” Those words from the movie Dr. No introduced me to spies. (Dr. No also introduced Ursula Andress, but that’s another blog.)  A summer visit to Washington, D.C.’s International Spy Museum provided a fascinating look at spies and their history, … Continue reading

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Sustainability: Walmart, Whole Foods, Patagonia, and Benefit Corporations

On April 22, 1970 the first Earth Day initiated significant awareness about environmental sustainability which encompasses a product’s full life cycle impact on the environment. Although Earth Day’s intial effect on business was minimal, this post describe how public and … Continue reading

Posted in Benefit Corporations, Board of Directors, Business and Nonprofits, Current events and comments, Fourth Sector, Social Enterprise, Social Entrepreneurship | Tagged , , | Leave a comment

Beer, Beads, and a Balcony

During a discussion on nonprofit “mission statements” toward the end of the day’s presentations, a conference attendee stood up to leave early in order to prepare for the group’s evening social hour. She announced there will be “beer and beads on the balcony” … Continue reading

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Lawyers Serving On Nonprofit Boards

Pick a nonprofit scandal.  Generally a lawyer served on the board of directors. When reading about nonprofit scandals, my question is “Where was the lawyer?”  It often appears they were absent as a board member and a lawyer. During a recent CLE program, I spoke on lawyer’s legal and professional responsibilities using … Continue reading

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Boards – Three Hard and Fast Rules for a Board’s Fundraising Policy

When speaking about boards and fundraising, one audience question often is:   “What is an individual board member’s responsibilities for fundraising?”  A board of directors is legally responsible for managing a nonprofit organization.  Their responsibility includes securing enough “resources” to insure their nonprofit’s continued existence and ability to fulfill its mission and exempt purposes.  The … Continue reading

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IRS and States- Registered agents, revocations, and responsibility

In the wake of the IRS’ initial announcement that more than 275,000 nonprofits had their exempt status revoked, the IRS noted new revocations will published monthly.  These revocations occur as a matter of law because a nonprofit didn’t file their  IRS 990 forms for three consecutive years and are not a discretionary act by … Continue reading

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Alzheimer’s Association – Disaffiliation and Arbitration

In my earlier post I provided personal history related the creation of the Alzheimer’s Association’s “Statement of Relationship” (“Agreement”).   This agreement defines the  legal relationship and obligations between the national Alzheimer’s Association (“National”) and its chapters nationwide.  This agreement guided the recent disaffiliation and … Continue reading

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Alzheimer’s Association’s Statement of Relationship – A Brief History

In the fall of 2009 the Eastern North Carolina Chapter of the Alzheimer’s Association (“ENC”) board of directors voted to disaffiliate from the national Alzheimer’s Association (“National’) headquartered in Chicago, Illinois.  I understand National then responded in kind.   As with many soured relationships, there was a long … Continue reading

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