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Olo publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"olo","acceptedLocations":1,"locationsWithStore":0},{"label":"SkyTab","detail":"no SkyTab door for this location on the site's pages or in any provider response; SkyTab publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"skytab","acceptedLocations":1,"locationsWithStore":0},{"label":"Clover","detail":"no Clover door for this location on the site's pages or in any provider response; Clover publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"clover","acceptedLocations":1,"locationsWithStore":0},{"label":"Slice","detail":"no Slice door for this location on the site's pages or in any provider response; Slice publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"slice","acceptedLocations":1,"locationsWithStore":0},{"label":"KwickMenu","detail":"no KwickMenu door for this location on the site's pages or in any provider response; KwickMenu publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"kwickmenu","acceptedLocations":1,"locationsWithStore":0},{"label":"Restolabs (onlineordering.io)","detail":"no Restolabs (onlineordering.io) door for this location on the site's pages or in any provider response; Restolabs (onlineordering.io) publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"restolabs","acceptedLocations":1,"locationsWithStore":0},{"label":"CHOMP","detail":"no CHOMP door for this location on the site's pages or in any provider response; CHOMP publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"chomp","acceptedLocations":1,"locationsWithStore":0},{"label":"OrderSave (Owner.com)","detail":"no OrderSave (Owner.com) door for this location on the site's pages or in any provider response; OrderSave (Owner.com) publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"ordersave","acceptedLocations":1,"locationsWithStore":0},{"label":"SpotOn","detail":"no SpotOn door for this location on the site's pages or in any provider response; SpotOn publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"spoton","acceptedLocations":1,"locationsWithStore":0},{"label":"TouchBistro","detail":"no TouchBistro door for this location on the site's pages or in any provider response; TouchBistro publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"touchbistro","acceptedLocations":1,"locationsWithStore":0},{"label":"Square Online","detail":"no Square Online door for this location on the site's pages or in any provider response; Square Online publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"squareonline","acceptedLocations":1,"locationsWithStore":0},{"label":"MenuSifu","detail":"no MenuSifu door for this location on the site's pages or in any provider response; MenuSifu publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"menusifu","acceptedLocations":1,"locationsWithStore":0},{"label":"Menufy","detail":"no Menufy door for this location on the site's pages or in any provider response; Menufy publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"menufy","acceptedLocations":1,"locationsWithStore":0},{"label":"Dylish","detail":"no Dylish door for this location on the site's pages or in any provider response; Dylish publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"dylish","acceptedLocations":1,"locationsWithStore":0},{"label":"getsauce","detail":"no getsauce door for this location on the site's pages or in any provider response; getsauce publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"getsauce","acceptedLocations":1,"locationsWithStore":0},{"label":"DoorDash Storefront (order.online)","detail":"no DoorDash Storefront (order.online) door for this location on the site's pages or in any provider response; 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We often see organizations that l\" says \"donations\" (+1); link text \"Nonprofit Financial Management\" says \"nonprofit\" (+1); section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2); card \"We believe that non-profits deserve the same level of sophisticated financial st\" says \"non-profits\" (+1); link text \"National Council of Nonprofits\" says \"nonprofits\" (+1)","support":11,"evidence":[{"kind":"charity","text":"Monitoring your cash flow is absolutely vital. We often see organizations that look good on paper but are struggling with cash flow, which can lead to big problems down the line. Look at your operating cash flow – is it consistently positive? Are you generating enough cash from your day-to-day activities to cover expenses without constantly scrambling for new grants or donations? A healthy cash flow statement provides peace of mind and flexibility, allowing your organization to seize opportunities and weather unexpected storms. For more on managing cash flow, you might find this article on Nonprofit Financial Management helpful.","heading":"Cash Flow: The Lifeblood of Nonprofit Finance","section":"Beyond the Form: Key Financial Metrics for Your Non-Profit","source_url":"https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/","anchor_text":"Nonprofit Financial Management"},{"kind":"charity","text":"We believe that non-profits deserve the same level of sophisticated financial strategy as any for-profit corporation. After all, you’re running a business; your profit just happens to be social impact. You can find detailed compliance guidelines on the National Council of Nonprofits website to help stay ahead of the curve.","heading":"The Tax Side of Grant Management","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/","anchor_text":"National Council of Nonprofits"}],"organization":{"url":"https://www.councilofnonprofits.org/tools-resources/financial-management-2","domain":"councilofnonprofits.org","name_candidates":[{"name":"Nonprofit Financial Management","basis":"anchor_text"},{"name":"National Council of Nonprofits","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/","https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:17.608433+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2); section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2); section \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025\" says \"charitable\" (+2); section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":8,"evidence":[{"kind":"charity","heading":"Share","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"},{"kind":"charity","heading":"Share","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"},{"kind":"charity","heading":"Share","section":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"},{"kind":"charity","heading":"Share","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"organization":{"url":"https://www.facebook.com/sharer.php?u=https%3A%2F%2Flewisgroupcpas.com%2Fdecoding-your-form-990-for-non-profit%2F&picture=https%3A%2F%2Flewisgroupcpas.com%2Fwp-content%2Fuploads%2F2025%2F12%2FA-ground-floor-professional-office-where-accountants-are-helping-non-profit-board-members-review-financial-documents.jpg&title=Decoding%20Your%20Form%20990%3A%20Key%20Insights%20for%20Non-Profit%20Board%20Members","domain":"facebook.com"},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/","https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/","https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/","https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Unlike a private business return, the Form 990 is public record . Websites like GuideStar make this data available to anyone with an internet connection. This transparency is a double-edged sword. On one hand, it builds trust; on the other, a messy return can raise red flags for potential partners. When we provide specialized tax services , we aren’t just crunching numbers; we are protecting that public image.","heading":"The Public Nature of Tax Issues","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/","anchor_text":"GuideStar"}],"organization":{"url":"https://www.guidestar.org","domain":"guidestar.org","name_candidates":[{"name":"GuideStar","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Leaving a Legacy: Planned Giving and Charitable Donations\" says \"charitable\" (+3); section \"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Indi\" says \"charitable\" (+2); card \"Another thing to consider is the timing of your gifts. Sometimes, making larger\" says \"charitable\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Another thing to consider is the timing of your gifts. Sometimes, making larger charitable contributions in a single year can be more beneficial than spreading them out, especially if you anticipate a year with higher income. This is where personalized advice really comes into play. You can read more about strategic financial planning at Investopedia , but remember, every situation is unique.","heading":"Leaving a Legacy: Planned Giving and Charitable Donations","section":"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Individuals","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/","anchor_text":"Investopedia"}],"organization":{"url":"https://www.investopedia.com/articles/personal-finance/092215/understanding-charitable-contributions-tax-deductions.asp","domain":"investopedia.com","name_candidates":[{"name":"Investopedia","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"],"last_confirmed_at":"2026-10-28T09:49:49.267546+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Charitable Deductions Got New Rules\" says \"charitable\" (+3); card \"The takeaway is simple. A quick review of how and when you donate could change y\" says \"donate\" (+1); link text \"irs.gov/charities-non-profits/charitable-organizations\" says \"charities\" (+1); section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2); card \"Maintaining your status as a non-profit organization requires proving you aren’t\" says \"non-profit\" (+1)","support":8,"evidence":[{"kind":"charity","text":"The takeaway is simple. A quick review of how and when you donate could change your outcome. For the current specifics, the IRS keeps its charitable contribution guidance updated at irs.gov/charities-non-profits/charitable-organizations .","heading":"Charitable Deductions Got New Rules","section":"New Taxes 2026: Tax Breaks You’re Not Using Yet","source_url":"https://lewisgroupcpas.com/2026-tax-breaks-youre-not-using-yet/","anchor_text":"irs.gov/charities-non-profits/charitable-organizations"},{"kind":"charity","text":"Maintaining your status as a non-profit organization requires proving you aren’t just funded by one or two wealthy individuals. This “public support test” is a math problem that spans five years. If you fail it, you could be reclassified as a private foundation, which carries much stricter rules and higher taxes. It’s a bit like a fitness test for your funding; you have to show that the community is actually backing you. We often help clients navigate these IRS compliance standards to ensure no surprises pop up during a review.","heading":"Don’t Ignore the “Public Support” Test","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/","anchor_text":"IRS compliance standards"}],"alternatives":[{"kind":"foundation","reason":"card \"Maintaining your status as a non-profit organization requires proving you aren’t\" says \"foundation\" (+1)","support":1}],"organization":{"url":"https://www.irs.gov/charities-non-profits/charitable-organizations","domain":"irs.gov","name_candidates":[{"name":"irs.gov/charities-non-profits/charitable-organizations","basis":"anchor_text"},{"name":"IRS compliance standards","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/2026-tax-breaks-youre-not-using-yet/","https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:41.473267+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2); 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link text \"SnowCap Community Charities\" says \"charities\" (+1)","support":2,"evidence":[{"kind":"charity","text":"SnowCap Community Charities","heading":"Lewis Group In The Community","section":"About Our CPA Firm","source_url":"https://lewisgroupcpas.com/about/","anchor_text":"SnowCap Community Charities"}],"organization":{"url":"https://www.snowcap.org/","domain":"snowcap.org","name_candidates":[{"name":"SnowCap Community Charities","basis":"anchor_text"}]},"state_reason":"only running text states it (the card's or the link's text); no heading, section or card title above or around it does"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/about/"],"last_confirmed_at":"2026-10-28T09:49:09.683503+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2); section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2); section \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025\" says \"charitable\" (+2); section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":8,"evidence":[{"kind":"charity","heading":"Share","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"},{"kind":"charity","heading":"Share","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"},{"kind":"charity","heading":"Share","section":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"},{"kind":"charity","heading":"Share","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"organization":{"url":"https://twitter.com/intent/tweet?text=Decoding%20Your%20Form%20990%3A%20Key%20Insights%20for%20Non-Profit%20Board%20Members&url=https%3A%2F%2Flewisgroupcpas.com%2Fdecoding-your-form-990-for-non-profit%2F","domain":"twitter.com"},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/","https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/","https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/","https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization relationship","value":{"kind":"foundation","@type":"OrganizationRelationship","state":"candidate","reason":"card \"Make a Wish Foundation\" says \"foundation\" (+1); link text \"Make a Wish Foundation\" says \"foundation\" (+1)","support":2,"evidence":[{"kind":"foundation","text":"Make a Wish Foundation","heading":"Lewis Group In The Community","section":"About Our CPA Firm","source_url":"https://lewisgroupcpas.com/about/","anchor_text":"Make a Wish Foundation"}],"organization":{"url":"https://wish.org/","domain":"wish.org","name_candidates":[{"name":"Make a Wish Foundation","basis":"anchor_text"}]},"state_reason":"only running text states it (the card's or the link's text); no heading, section or card title above or around it does"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/about/"],"last_confirmed_at":"2026-10-28T09:49:09.683503+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Charitable Deductions Got New Rules\" says \"charitable\" (+3); paragraph \"If you give to charity, the way you deduct those gifts changed in 2026. The new\" says \"charity\" (+1); paragraph \"This matters for two very different groups. If you take the standard deduction,\" says \"charitable\" (+1)","support":5,"evidence":[{"kind":"charity","text":"If you give to charity, the way you deduct those gifts changed in 2026. The new law reworked the charitable deduction, so the assumptions you carried into last year’s return may no longer hold.\nThis matters for two very different groups. If you take the standard deduction, there’s now room to benefit from certain charitable giving that previously did you no good on paper. If you itemize and give at higher levels, the math around timing and thresholds shifted, which can affect whether you bunch several years of giving into one or spread it out.","heading":"Charitable Deductions Got New Rules","section":"New Taxes 2026: Tax Breaks You’re Not Using Yet","source_url":"https://lewisgroupcpas.com/2026-tax-breaks-youre-not-using-yet/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/2026-tax-breaks-youre-not-using-yet/"],"last_confirmed_at":"2026-10-28T09:49:41.473267+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Beyond the 990 for Nonprofit Board Members\" says \"nonprofit\" (+3); paragraph \"As board members for a nonprofit organization, whether you’re a lawyer, a restau\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"As board members for a nonprofit organization, whether you’re a lawyer, a restaurateur, or someone in construction, your unique business insights are invaluable. You’re not just lending your name; you’re steering the ship, and that includes understanding the financial health of the organization you care so much about. While the IRS Form 990 is crucial for transparency and compliance, it’s truly just the tip of the iceberg.\nHonestly, relying solely on the 990 for financial oversight doesn’t give you the full narrative. We’re talking about key financial metrics that every board member should monitor regularly to ensure good stewardship and sustainable growth. Knowing these metrics helps you ask the right questions and make informed decisions.","heading":"Beyond the 990 for Nonprofit Board Members","source_url":"https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"],"last_confirmed_at":"2026-10-28T09:49:17.608433+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Beyond the Form: Key Financial Metrics for Your Non-Profit\" says \"non-profit\" (+3); section \"Beyond the 990 for Nonprofit Board Members\" says \"nonprofit\" (+2); paragraph \"So, what exactly should you be looking at? Let’s break it down. One of the most\" says \"non-profit\" (+1); paragraph \"Another crucial metric is your program expense ratio. This one tells you how muc\" says \"fundraising\" (+1)","support":7,"evidence":[{"kind":"charity","text":"So, what exactly should you be looking at? Let’s break it down. One of the most important aspects of non-profit finance is understanding your liquidity. Can your organization meet its short-term obligations? This is where metrics like the current ratio come into play. It’s pretty straightforward: you divide your current assets by your current liabilities. A ratio of 1.0 or higher is generally considered healthy, meaning you have enough assets to cover your immediate debts. If it dips below that, it might be a red flag, prompting you to dig a little deeper.\nAnother crucial metric is your program expense ratio. This one tells you how much of your total expenses are actually going towards your mission, rather than administrative or fundraising costs. It’s calculated by dividing program service expenses by total expenses. For board members, especially those from businesses focused on efficiency, this ratio is golden. It demonstrates your organization’s effectiveness and accountability to donors . After all, donors want their contributions to make a real difference, don’t they?","heading":"Beyond the Form: Key Financial Metrics for Your Non-Profit","section":"Beyond the 990 for Nonprofit Board Members","source_url":"https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"],"last_confirmed_at":"2026-10-28T09:49:17.608433+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Cash Flow: The Lifeblood of Nonprofit Finance\" says \"nonprofit\" (+3); section \"Beyond the Form: Key Financial Metrics for Your Non-Profit\" says \"non-profit\" (+2); paragraph \"Then there’s the concept of unrestricted net assets. This is the portion of your\" says \"non-profit\" (+1); paragraph \"Here are some key financial metrics every non-profit board should regularly revi\" says \"non-profit\" (+1); paragraph \"Monitoring these key financial indicators, beyond just the annual 990 , offers a\" says \"non-profit\" (+1); paragraph \"That’s where Lewis Group CPAs comes in. As a full-service accounting firm , we s\" says \"non-profits\" (+1); paragraph \"Ready to get a clearer picture of your non-profit’s financial health? Don’t hesi\" says \"non-profit\" (+1)","support":10,"evidence":[{"kind":"charity","text":"Then there’s the concept of unrestricted net assets. This is the portion of your organization’s net assets that isn’t tied to specific donor restrictions. Think of it as your organization’s rainy day fund, or what your construction company might call working capital. Having a healthy level of unrestricted net assets provides flexibility and stability, allowing you to invest in new programs or cover unexpected costs. It’s a sign of a well-managed and resilient non-profit.\nHere are some key financial metrics every non-profit board should regularly review:\nCurrent Ratio: Current Assets / Current Liabilities (shows short-term liquidity)\nProgram Expense Ratio: Program Service Expenses / Total Expenses (indicates mission effectiveness)\nOperating Cash Flow: Cash generated from core operations (reveals financial health)\nUnrestricted Net Assets: Net assets not externally restricted (provides flexibility)\nMonths of Liquid Unrestricted Net Assets: Unrestricted Net Assets / Average Monthly Expenses (shows sustainability)\nMonitoring these key financial indicators, beyond just the annual 990 , offers a more dynamic and actionable view of your organization’s financial well-being. It empowers you,","heading":"Cash Flow: The Lifeblood of Nonprofit Finance","section":"Beyond the Form: Key Financial Metrics for Your Non-Profit","source_url":"https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/beyond-the-990-for-nonprofit-board-members/"],"last_confirmed_at":"2026-10-28T09:49:17.608433+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025..\" says \"charitable\" (+3)","support":3,"evidence":[{"kind":"charity","text":"High Net Worth Investment Options: Beyond the Conventional Portfolio... High Net Worth","heading":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025...","section":"High Net Worth","source_url":"https://lewisgroupcpas.com/category/high-net-worth/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/category/high-net-worth/"],"last_confirmed_at":"2026-10-28T09:49:42.756060+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Non-profit\" says \"non-profit\" (+3); paragraph \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls... Non-profit\" says \"non-profit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls... Non-profit","heading":"Non-profit","source_url":"https://lewisgroupcpas.com/category/non-profit/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/category/non-profit/"],"last_confirmed_at":"2026-10-28T09:49:47.731748+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Non-profit\" says \"non-profit\" (+2); paragraph \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits... Non-pr\" says \"non-profits\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits... Non-profit","heading":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls...","section":"Non-profit","source_url":"https://lewisgroupcpas.com/category/non-profit/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/category/non-profit/"],"last_confirmed_at":"2026-10-28T09:49:47.731748+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits...\" says \"non-profits\" (+3); section \"Non-profit\" says \"non-profit\" (+2); paragraph \"Decoding Your Form 990: Key Insights for Non-Profit Board Members... Non-profit\" says \"non-profit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Decoding Your Form 990: Key Insights for Non-Profit Board Members... Non-profit","heading":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits...","section":"Non-profit","source_url":"https://lewisgroupcpas.com/category/non-profit/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/category/non-profit/"],"last_confirmed_at":"2026-10-28T09:49:47.731748+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+3); paragraph \"When you step into a boardroom, the focus is usually on the mission, the communi\" says \"non-profit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"When you step into a boardroom, the focus is usually on the mission, the community impact, and the hearts of the people you serve. However, at Lewis Group CPAs, we know that behind every successful non-profit is a mountain of paperwork that keeps the lights on and the IRS at bay. The most significant piece of that mountain is the Form 990. It is more than just a tax return; it is a public declaration of your organization’s health and values.\nFor many board members, opening a multi-page tax filing feels like reading a foreign language. But here is the thing: your signature (or your organization’s reputation) is on the line. As a full-service firm handling complex accounting services and tax issues, we see how easily a minor oversight can turn into a major headache. Let me explain why this document deserves your full attention during the next board meeting.","heading":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2); paragraph \"The IRS uses Form 990 to see if your charity is actually doing what it said it w\" says \"charity\" (+1)","support":3,"evidence":[{"kind":"charity","text":"The IRS uses Form 990 to see if your charity is actually doing what it said it would do to earn its tax-exempt status. You know what? Donors and grant-makers look at this too. They check your program service accomplishments to see if the money is going toward the mission or just getting eaten up by overhead. It’s a bit like checking the nutrition label on a box of cereal; people want to know what’s inside before they buy in. If your tax preparation doesn’t clearly tell your story, you’re leaving your reputation to chance.\nWe often find that organizations treat the “Statement of Program Service Accomplishments” as a chore. That is a mistake. This is your chance to shine. While we focus on the technical precision of bookkeeping and fiscal data, we always encourage board members to ensure the narrative portions reflect the real-world impact they see every day.","heading":"Is Your Mission Matching the Math?","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"To help you navigate your next review, we’ve put together a few areas where board members should focus their energy. You don’t need to be a math whiz, but you do need to be curious. Here’s a quick list to guide you:\nGovernance and Disclosures: Does the form accurately reflect your conflict-of-interest policy? The IRS asks specifically if the board reviewed the 990 before it was filed.\nExecutive Compensation: Is the pay for key employees reasonable and documented? This is often the first place journalists and watchdogs look.\nRevenue Sources: Are you relying too heavily on one donor, or is your tax-exempt organization building a sustainable base?\nFunctional Expenses: How much is spent on management versus direct programming ? Keeping this ratio healthy is vital for long-term trust.","heading":"Essential Checkpoints for a Non Profit Board","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2); paragraph \"Managing a non-profit board is a labor of love, but the technical side doesn’t h\" says \"non-profit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Sometimes, we see boards get a bit nervous about “Unrelated Business Income.” It’s a common tax issue for many philanthropic groups. If you’re selling merchandise or renting out space, you might owe some tax, even as a 501(c)(3). It isn’t a problem as long as it is handled correctly, but ignoring it is a recipe for an audit. We believe in getting ahead of these things rather than reacting to a notice in the mail.\nAt the end of the day—well, not to use a cliché, but really—the goal is sustainability. Whether you are a small local foundation or a growing regional entity, your financial reporting should be as professional as your service is passionate. If your current accounting services feel more like a black box than a clear window, it might be time for a fresh perspective.\nManaging a non-profit board is a labor of love, but the technical side doesn’t have to be a burden. The team at Lewis Group CPAs is ready to help you decode the data and stay compliant. Visit our contact page to start a conversation, or reach out to us directly at (360) 896-8221. Let’s make sure your Form 990 works as hard as you do.","heading":"The Public Nature of Tax Issues","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"At the end of the day—well, not to use a cliché, but really—the goal is sustaina\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Decoding Your Form 990: Key Insights for Non-Profit Board Members\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Understanding Your Business Value: A Guide for Small Business Owners Discover how to accurately determine your business value with Lewis Group CPAs. Learn valuation methods,… Virtual CFO Read the full story","heading":"More News","section":"Decoding Your Form 990: Key Insights for Non-Profit Board Members","source_url":"https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/decoding-your-form-990-for-non-profit/"],"last_confirmed_at":"2026-10-28T09:49:44.346245+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+3); paragraph \"At Lewis Group CPAs, we’ve seen how a single federal grant can change the trajec\" says \"non-profit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"At Lewis Group CPAs, we’ve seen how a single federal grant can change the trajectory of a non-profit organization. Whether you are providing community housing or youth mentorship, the transition from receiving a check to accounting for every penny can feel like a high-stakes balancing act. If the numbers don’t align with the grant’s intent, future funding doesn’t just slow down; it can stop entirely.","heading":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:46.736709+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2); paragraph \"Managing funds for non-profits isn’t just about showing where the money went; it\" says \"non-profits\" (+1); paragraph \"Think of your financial statement as a map. If the map is blurry, the donor—be i\" says \"non-profit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Managing funds for non-profits isn’t just about showing where the money went; it’s about proving it went exactly where it was told to go. We often see teams get bogged down in “allowable costs.” Can you charge that new printer to the grant? Maybe. It depends on how you’ve allocated your indirect costs. This is where a robust accounting system comes in. Without a clear chart of accounts that tracks restricted vs. unrestricted funds, you’re basically flying blind through a storm of audits.\nThink of your financial statement as a map. If the map is blurry, the donor—be it a private foundation or the government—gets nervous. And nervous donors don’t write second checks. We help non-profit sharpen that map so every expense is justified and documented before the year-end crunch hits.","heading":"The Paperwork Paper Trail","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"Think of your financial statement as a map. If the map is blurry, the donor—be i\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:46.736709+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2); paragraph \"Why does it always feel like grant reports are due at the exact same time as you\" says \"non-profit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Why does it always feel like grant reports are due at the exact same time as your Form 990 ? It’s a recurring headache in the non-profit world. Timely reporting is a matter of institutional integrity. You need to reconcile your bank statements monthly—no exceptions. If you wait until the end of the quarter to match receipts to grant milestones, you’ll find gaps that are impossible to fill retroactively.\nWhen we handle tax preparation for 501(c)(3) entities, the first thing we look at is the consistency between your internal reports and your public filings . Discrepancies here are a massive red flag for the IRS. It’s funny, in a stressful sort of way, how one missed spreadsheet entry can ripple through an entire audit. Keeping your bookkeeping tight isn’t just a “nice to have”—it’s your shield.","heading":"Reporting: Don’t Let the Deadlines Drive You Crazy","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:46.736709+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Many folks think that being tax-exempt means you don’t have to worry about the IRS. We wish that were true. Grant revenue can sometimes trigger Unrelated Business Income Tax (UBIT) if the “grant” looks more like a contract for services. It’s a nuanced area that requires a professional eye. Does your current accounting setup flag these risks? If not, you might be in for a surprise when tax season rolls around.\nIf you’re tired of losing sleep over your next audit or struggling to keep your grant reporting straight, let’s talk. Lewis Group CPAs provides the specialized accounting and tax expertise you need to stay focused on your mission while we handle the math. Reach out to us through our contact page or give us a call at (360) 896-8221 to get your books in order.","heading":"The Tax Side of Grant Management","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:46.736709+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Grant Compliance & Reporting: Financial Best Practices for Non-Profits\" says \"non-profits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Understanding Your Business Value: A Guide for Small Business Owners Discover how to accurately determine your business value with Lewis Group CPAs. Learn valuation methods,… Virtual CFO Read the full story","heading":"More News","section":"Grant Compliance & Reporting: Financial Best Practices for Non-Profits","source_url":"https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/grant-compliance-best-practices-for-non-profits/"],"last_confirmed_at":"2026-10-28T09:49:46.736709+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"section \"Financial Foundations for Clark County's Fastest-Growing City\" says \"foundations\" (+2)","support":2,"evidence":[{"kind":"foundation","text":"Ridgefield used to be the kind of place people drove through on their way somewhere else. That changed when families discovered they could buy more house for their money here while still commuting to jobs in Portland and Vancouver. The resulting growth has been dramatic, turning Ridgefield from a rural outpost into a thriving small city without erasing its character.\nThe historic downtown still anchors the community. Local restaurants, antique shops, and professional offices line Main Avenue, drawing visitors and residents who appreciate small town atmosphere. These businesses often run lean, and they need CPAs in Ridgefield, WA who understand tight margins and seasonal fluctuations.\nBut the new Ridgefield is growing fast around the edges. Subdivisions have replaced farmland in many areas, and commercial development near the interstate is accelerating. Contractors are busy. Service businesses are opening. Young professionals are launching consulting firms and online businesses from home offices in those new neighborhoods.\nThe commuter factor adds another layer. A significant portion of Ridgefield households earn income in Oregon, where state income tax applies, while living in Wash","heading":"Accounting for a Small Town Experiencing Big Growth","section":"Financial Foundations for Clark County's Fastest-Growing City","source_url":"https://lewisgroupcpas.com/in/ridgefield-wa/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/in/ridgefield-wa/"],"last_confirmed_at":"2026-10-28T09:49:38.518151+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"section \"Financial Foundations for Clark County's Fastest-Growing City\" says \"foundations\" (+2)","support":2,"evidence":[{"kind":"foundation","text":"Growth brings opportunity, but it also brings complexity. Ridgefield business owners are dealing with rapid change, new competition, and financial decisions that will shape their companies for years. They need an accountant who can be a true partner through all of it, not just someone who shows up in April.\nLewis Group has served Clark County businesses since 1994. Our office in Vancouver is a short drive from Ridgefield, and our team understands the specific challenges facing businesses in this fast growing community. When you call us, you reach someone who knows your situation and can give you real answers.\nOur flat fee pricing model is especially popular with Ridgefield clients. You pay one monthly amount that covers your accounting needs. No hourly billing. No surprise charges for phone calls or emails. You can reach out whenever questions come up without watching the clock or worrying about an invoice.","heading":"Why Ridgefield Business Owners Choose Lewis Group CPAs","section":"Financial Foundations for Clark County's Fastest-Growing City","source_url":"https://lewisgroupcpas.com/in/ridgefield-wa/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/in/ridgefield-wa/"],"last_confirmed_at":"2026-10-28T09:49:38.518151+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"section \"Financial Foundations for Clark County's Fastest-Growing City\" says \"foundations\" (+2)","support":2,"evidence":[{"kind":"foundation","text":"Made for Small Businesses Our services and pricing are built specifically for companies with one to 50 employees, not giant corporations.","heading":"What makes us different?","section":"Financial Foundations for Clark County's Fastest-Growing City","source_url":"https://lewisgroupcpas.com/in/ridgefield-wa/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/in/ridgefield-wa/"],"last_confirmed_at":"2026-10-28T09:49:38.518151+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025\" says \"charitable\" (+3); paragraph \"Here at Lewis Group CPAs, we often chat with high net worth and successful small\" says \"give back\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Here at Lewis Group CPAs, we often chat with high net worth and successful small business owners—folks running busy law firms, bustling restaurants, and in construction. With that success often comes a powerful desire to give back, to make a difference in your community or for causes close to your heart. That’s where navigating charitable donations, especially for those of you with significant assets, gets really interesting.\nGiving away money might seem straightforward, but for high net worth individuals, it’s not. You need to be strategic, ensuring your generosity has the biggest impact possible while also making smart financial moves. Let’s talk about some of the ways you can approach this.","heading":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"],"last_confirmed_at":"2026-10-28T09:49:49.267546+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Indi\" says \"charitable\" (+3); section \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025\" says \"charitable\" (+2); paragraph \"Most folks think of writing a check, and that’s certainly a valid way to make a\" says \"charitable\" (+1); paragraph \"Then there are donor-advised funds (DAFs). You contribute assets—cash, securitie\" says \"charity\" (+1)","support":7,"evidence":[{"kind":"charity","text":"Most folks think of writing a check, and that’s certainly a valid way to make a charitable contribution. But for business owners, especially those with a substantial net worth, there are so many more sophisticated avenues to explore. Like stocks. When you donate appreciated stock you’ve held for more than a year to a qualified charity, you generally don’t have to pay capital gains tax on the appreciation. Plus, you can often deduct the fair market value of the stock.\nThen there are donor-advised funds (DAFs). You contribute assets—cash, securities, even complex assets—to a fund sponsored by a public charity. You get an immediate tax deduction for your contribution, and then you can recommend grants to your favorite charities over time. It gives you flexibility and control without the administrative burden of setting up a private foundation.","heading":"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Individuals","section":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"}],"alternatives":[{"kind":"contribution","reason":"paragraph \"Then there are donor-advised funds (DAFs). You contribute assets—cash, securitie\" says \"sponsored by\" (+1)","support":1},{"kind":"foundation","reason":"paragraph \"Then there are donor-advised funds (DAFs). You contribute assets—cash, securitie\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"],"last_confirmed_at":"2026-10-28T09:49:49.267546+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Leaving a Legacy: Planned Giving and Charitable Donations\" says \"charitable\" (+3); section \"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Indi\" says \"charitable\" (+2); paragraph \"Sometimes, the biggest impact comes from planning for the future. This could inc\" says \"charitable\" (+1); paragraph \"Charitable Remainder Trusts: Income for you, remainder for charity.\" says \"charitable\" (+1); paragraph \"Charitable Lead Trusts: Charity gets income first, then assets return to you or\" says \"charitable\" (+1); paragraph \"Ready to explore how your generosity can be even more impactful and financially\" says \"charitable\" (+1)","support":9,"evidence":[{"kind":"charity","text":"Sometimes, the biggest impact comes from planning for the future. This could include bequests in your will, charitable remainder trusts , or charitable lead trusts. These are powerful tools that allow you to support causes you care about long after you’re gone, often with significant tax advantages for your estate. You are able to set up a trust that provides income to you or your loved ones for a period, and then the remainder goes to charity.\nDirect Cash Contributions: Simple, immediate, and deductible.\nAppreciated Securities: Avoid capital gains and get a deduction.\nDonor-Advised Funds (DAFs): Flexible giving with immediate tax benefits.\nCharitable Remainder Trusts: Income for you, remainder for charity.\nCharitable Lead Trusts: Charity gets income first, then assets return to you or heirs.\nBequests in Wills: Future gifts to your favorite causes.\nHonestly, it’s not just about the tax deductions. It’s about optimizing your giving so that your generosity creates the biggest ripple effect. For example, if you’re a construction company owner, imagine setting up a fund that supports local trade schools. Or if you run a restaurant, perhaps you’d want to support food banks or culinary a","heading":"Leaving a Legacy: Planned Giving and Charitable Donations","section":"Beyond the Checkbook: Smart Charitable Giving Strategies for High Net Worth Individuals","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"],"last_confirmed_at":"2026-10-28T09:49:49.267546+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025\" says \"charitable\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Understanding Your Business Value: A Guide for Small Business Owners Discover how to accurately determine your business value with Lewis Group CPAs. Learn valuation methods,… Virtual CFO Read the full story","heading":"More News","section":"Navigating Charitable Giving Strategies for High Net Worth Individuals in 2025","source_url":"https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/navigating-charitable-giving-strategies-for-high-net-worth-individuals-in-2025/"],"last_confirmed_at":"2026-10-28T09:49:49.267546+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+3)","support":3,"evidence":[{"kind":"charity","text":"Washington Millionaires’ Tax Explained: 9.9% on $1M+ Washington’s new millionaires’ tax adds 9.9% on household income above $1 million, starting in 2028. Here is how it works, who actually pays, and the moves worth making now. High Net Worth, Taxes Read the full story","heading":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","section":"Analysis of Policies, Taxes, and Best Practices","source_url":"https://lewisgroupcpas.com/news/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/news/"],"last_confirmed_at":"2026-10-28T09:49:49.874238+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+3); paragraph \"At Lewis Group CPAs, we’ve spent years sitting across the desk from passionate n\" says \"non-profit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"At Lewis Group CPAs, we’ve spent years sitting across the desk from passionate non-profit leaders who want to change the world but find themselves bogged down by the IRS. If your fiscal year wrapped up on December 31, that May 15th deadline for Form 990 is likely looming over your calendar like an uninvited guest. It’s the primary tool the government uses to look under the hood of your organization, and frankly, it’s not something you want to rush through with a cup of lukewarm coffee at midnight on the 14th.","heading":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"The 990 is a public document. Donors and grantors can see how much you spend on programs versus how much goes toward keeping the lights on. A common mistake we see is “misclassification”. If you accidentally dump all your expenses into “management and general” because it was easier than tracking program-specific costs, you might look less efficient than you actually are.\nOur team often handles comprehensive accounting services to ensure these allocations make sense long before May rolls around. We want your financial statements to reflect the heart of your work, not just a pile of receipts.","heading":"The IRS Isn’t Just Checking Math","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Why do things go sideways? It’s in the fine print. Here are a few things that tend to trip up even the most seasoned board members:\nUnrelated Business Income (UBI): Did your tax-exempt group make money from something outside your core mission? If so, the IRS wants their cut via Form 990-T.\nGovernance Disclosures: They want to know if you have a conflict-of-interest policy . If you say “yes” but don’t actually have one on file, that’s a red flag.\nIncomplete Schedules: Skipping Schedule L (transactions with interested persons) is a classic mistake that can lead to a formal inquiry.","heading":"Three Frequent Stumbling Blocks for Tax-Exempt Entities","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2); paragraph \"If the thought of tax forms makes your head spin, let’s talk. We specialize in t\" says \"non-profit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"What happens if you don’t file? If you miss filing three years in a row, your tax-exempt status is automatically revoked. Getting it back is a mountain of paperwork and fees that nobody has time for. We see it all the time—organizations get so focused on their amazing outreach that the “boring” paperwork slips through the cracks. But at the end of the day, you can’t help people if your doors are closed due to a regulatory headache.\nIf the thought of tax forms makes your head spin, let’s talk. We specialize in tax planning and preparation specifically for the non-profit sector. We’ll handle the spreadsheets so you can get back to the mission that started it all.","heading":"The High Cost of Silence","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Don’t wait until the week of May 15th to realize your books aren’t ready. Reach out to us at Lewis Group CPAs to schedule a consultation. We’re here to take the weight off your shoulders and keep your focus where it belongs. Visit our contact page or give us a call at (360) 896-8221 to get started.","heading":"Let’s Get Your Filing Right","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Prof\" says \"non-profit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Understanding Your Business Value: A Guide for Small Business Owners Discover how to accurately determine your business value with Lewis Group CPAs. Learn valuation methods,… Virtual CFO Read the full story","heading":"More News","section":"May 15th: The Form 990 Deadline & How to Avoid Common Pitfalls for Your Non-Profit","source_url":"https://lewisgroupcpas.com/non-profit-form-990-deadline/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://lewisgroupcpas.com/non-profit-form-990-deadline/"],"last_confirmed_at":"2026-10-28T09:49:49.267506+00:00","about_ref":"self","source_surface_ref":"https://lewisgroupcpas.com"},{"label":"Organization statement","value":{"kind":"supplier","@type":"OrganizationStatement","state":"supported","reason":"heading \"Remote and hybrid days change the sourcing\" says \"sourcing\" (+3); paragraph \"Since 2020, the cleanest rule to remember is this: wages are generally sourced t\" says \"sourced\" (+1)","support":4,"evidence":[{"kind":"supplier","text":"Since 2020, the cleanest rule to remember is this: wages are generally sourced to the state where the employee is physically performing the work , not where your office sits.\nA Washington resident who used to commute to a Portland office five days a week and now works three days from home in Washougal has changed the split. Those Washington workdays are not Oregon-source wages for a nonresident. The same logic applies to the Metro and Multnomah local taxes, which are tied to work performed inside those boundaries.\nWhat that requires from you is boring and non-negotiable: a reliable record of where each employee worked, by day or by percentage. Not a memory. A record. 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