Rob Pascual, PRC
Jeff Thomas - ED @ San Francisco Center for the Book
Nicole Klaymoon, Embodiment Project
Lawrence Villegas - Oakes Children's Center Hello.
Darin Ow-Wing, Livable City
Huong Le, Asian Women’s Shelter
Holly Wong, UCSF Alliance Health Project
Katie Marcel, Livermore Shakespeare Festival
Deirdre Ashby, Tandem Partners in Early Learning
Sarah McKinney, Toolworks
Kayla Nine-Espinosa, Seneca Family of Agencies
Carol Henri - SF Bach Choir
Matthew Cimino, Openhouse
Conchita Campos, El/La Para Translatinas
Joninna Simpson - Youth Leadership Institute
Gladys Lim, Self-Help for the Elderly
Hello Cecilia Chacon, Hamilton Families
Jamie Tang, Seneca Family of Agencies
Caroline Cabading, Manilatown Heritage Foundation
Claudia Guerrero, 18 Reasons, SF
Karen Frost - Swords to Plowshares.
Terri Winston, Women’s Audio Mission
Hi Folks! Lori Jones, Finance Manager from MyPath -- thanks for doing this!
Thomas Laffey @Springboard Collaborative
Edward Honey: Mission Neighborhood Centers
Chris Shelton- Director of Ops. Booker T. Washington
Gary Lindsay, Treasurer, MFDPSF (GFTA grantee)Mark Foehringer, Artistic Director
Rosa Martinez, Hamilton Families
Elena Botkin-Levy, Women’s Audio Mission
Louisa Balch - American Conservatory Theater
Belinda Ong - Tides
Tricia Schnedar, Shanti Project, CFO
Michelle Magat, La Cocina
Kim DiGiacomo with the Low Income Investment Fund
Gabriella Baxter, Spark in the Bay
ilana with CubaCaribe
Marco Austin - Aguilas
Melinda Deng, Kai Ming Head Start
Robyn Neither-Gold Conard House Inc.
Tandem, Partners in Early Learning
Savitha Moorthy; ED; Tandem, Partners in Early Learning
Cristy Dantes, Brilliant Corners
Robert Hand II
Robert Hand II - The Richmond Neighborhood Center
Shari Wooldridge ED SVDP-SF
Kayla Cameron, Young Women’s Freedom Center
Emmett Phelan Grattan After School Program
Marielle Concejo, Manilatown Heritage Foundation
Layla Sharief, Admin Director, Camp Krem
David Fernandez with Mercy Housing
Raffaella Falchi Macias
Raffaella Falchi Macias, Youth Art Exchange
Valerie Imus (she/her)
Valerie Imus, Artistic & Co-Director, Southern Exposure
Shawne O'Connell, Director of Programs Kimochi, Inc.
Sally Nielsen San Francisco Bach Choir
Tom Kostosky SFHDC
Maureen Guerrero - Urban YMCA
Andrew Feil - Every Neighborhood Partnership - Fresno, CA
Natalie Ho, Self- Help for the Elderly
Heidy Braverman, Root Division, BOD
Laureen Soares, Accts Mngr. @ UCP of Stanislaus County
Emily Lo, JCYC, Fiscal Director
Life Steps Foundation
Maria Acuna-Feldman, Mercy Housing
Phyllis Lozano - Horizons Unlimited of San Francisco
Steve Polta — San Francisco Cinematheque
Chinese Culture Center
Jenny Leung, Chinese Culture Center
Steve Hu Family Caregiver Alliance
Eda Wei —Kai Ming Head Start
Tam To - Finance Director from Family Connections Center
Clarissa Kalman Museum of Craft and Design
Eva Gutierrez - Regenerate California Innovation
Meko Ma, On Lok Day Services
Gloria Romero-Roadmap to Peace Initiative/IFR
Gloria Romero, Roadmap to Peace Initiative, Instituto Familiar de la Raza
Alex Cohn - Chapin Hall Center for Children
Macy Huang- JVS
Suzanne Tan - Interim Executive Director/Consultant
Cheryl Ewers, Catholic Charities
Allegra Fortunati, SF Long-Term Care Ombudsman Program
Maria Tolkunov Trubkina
Lorena Moreno, San Francisco Arts Commission
Jarrod Rondeau - Executive Director - Playmates Cooperative Preschool
Aracely Barrio, Renaissance Entrepreneurship Center
Bernadette Sy - Filipino-American Development Foundation/Bayanihan Community Center
Ligia Taylor - Special Services for Group SF
Robin Keefe, Spark Program
Madison Blanton - One Step Beyond Disability Services
Jessica Lim, Catholic Charities CYO of SF
Bernadette Moore- Easter Seals Superior Ca
Marga Dusedau Children’s Council
Laura Salazar UCP of Stanislaus County
Cheryl Flores: University of the Pacific
Susan Thieme - Left Coast Chamber Ensemble
Ken Liang, Enterprise for Youth
Cissie Bonini, Exec Dir, Vouchers 4 Veggies - EatSF
Charles Ramilo, Filipino Community Center
Philip Arca, arca & associates, Interim Leadership, OD Consulting. Finishing at Ella Baker Center, moving to Women’s Therapy Center.
Kit Quan, Asian Women’s Shelter
Rosario Zatarain Latino Commission
Hi everyone, was having hard time singing in, but glad I am here. This is Fely Tchaco from African Arts Academy.
Thomas Simpson, AfroSolo Theatre Company
why is it that a 'cash' model is less accurate then a 'accrual' model?
Do you have some model charts of accounts for non-profits (such as Arts, or family services) by program type?
I have a question, once you are all done with the income statement and and budget, which information do you use to fine your tax and which information do you give to the foundation who have granted you a grant
Are government supported programs allowed to keep surpluses? The surpluses would have to come from other sources, right?
I meant to say “To file your tax”? Sorry for the typo!
Cash is less accurate due to it not following the Matching Principle. The Revenue generated is associated with the expense incurred.
For an org with a budget under $2 million, our budget has about 20 tabs; there has to be an easier way -?
Is there a favorite budgeting software you recommend for a mid-sized nonprofit? Something that can provide the flexibility for projecting and adjusting to reality, by project versus gm&a and fundraising?
Lori Jones - MFDPSF uses QuickBooks and is happy with it for an accounting system
QBooks works well since it has classes where you can split departments, restricted accounts, etc.
If you have a larger Non-profit, I've seen Financial Edge or MIP
Thanks @Gary! We too use QB. Was hoping the market for more tailored solutions might be evolving
If you have QB Online, you can even have classes and divisions.
Where to find the link?
Will this recording be shared?
Yes, via email and on the SF Controller's Office website
Savitha Moorthy; Tandem, Partners in Early Learning
It’s actually instructive to do it both ways (or at least more than one way) and sharing it with the board so they can see the subjective story — and it can set the stage for a productive discussion.
can review the last point for quick ratios?
How many people can you have as advisory board for your organization and can they also contribute financially for the board dues?
Denye Versher, CPA
I would say PPP is a liability until forgiven when it will hit the income statement.
For the board membership dues
Can we use PPP for fiscal 2020-2021
Congress passed extension of 8 weeks to 24 this morning. Waiting now on Senate approval. Keeping fingers crossed!
Sign up for RRTA with Community Vision Consulting: https://calendly.com/cvrrta/45min?month=2020-05
Financial Management 201 Registration, next Thursday 6/4 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-2-tickets-105658026000Financial Management 301 Registration, in two Thursdays, 6/11 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-3-tickets-105659247654Compliance during COVID, feat. Audit Partner Cecilia Angat at Squar Milner LLP, in three Thursdays, 6/18 at 1pm: https://www.eventbrite.com/e/financial-management-short-mid-long-term-planning-during-covid-4-tickets-105659869514
This is not a question, just putting out there that African Arts Academy needs more board members and advisory board members, if anyone is interested and has any referral please advise. Thanks.
Thank you. very informative
Thank you. This has been quite informative !
Thank you Community Vision team. This was a very helpful seminar.
Thank you for all the information and resources
Many thanks Risa and Janna
This was so clear and helpful! Thank you so much!
Any new FASB standards coming out?
And are you sharing these slides?
Thank you presenters and organizers! Appreciate the information and resources.
Yes, we will send them out via email
Thank you for so much for the information
Thank you everyone!
Any preferred accounting software?
Very informative, great presentation! Thank you
Any guidance on where the office space rental market is headed for lessees..
Has anyone heard of Accounting Suite?
Many, many thanks. Excellent session!
Thank you Janna & Risa. Very informative session.
WE use Financial Edge...if you are considering it call Steve at Family Caregiver Alliance for pros & cons
We need a new lease, but need funding for that, little space is fine.
Thank you. Excellent session.
Thank you so much, for this webinar!!
Thanks for supporting us and the greater Bay Area nonprofit community with such practical info and advice