Episodes

  • Are you looking to be fully prepared for any questions that might arise now that your 990 is a public document? This episode will equip you with the knowledge and confidence to answer whatever comes your way! If you are ready for a rapid question deep dive, this episode is for you!

    Top reasons to listen to the entire episode:

    Discover how to make sure your 990 is firing on all cylinders!Find out the questions you need to ask yourself when understanding your 990.Become fully equipped and confident in what's happening with your finances.

    Links & Mentioned Resources:

    Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Is your 990 painting a story for your organization? If you want to leave an unforgettable impression and tell a meaningful story about your organization, then having a 990 is the way to go. In this episode, I share why I prefer the 990 and how it is a storyteller for your organization If you are ready to create a connection with each person who learns more about what makes you unique, this episode is for you!

    Top reasons to listen to the entire episode:

    Learn how to create a meaningful connection with your donors through your 990Discover how to showcase the unique story you have to tell about your organization’s workGenerate more investor interest by creating an unforgettable impression

    Links & Mentioned Resources:

    Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

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  • Are you viewing your 990 as a tool, or are you intimidated by it? Maybe you are completely blind to the tools the IRS offers you. In this episode, I share how you can leverage your 990 and the powerful tools to file it effortlessly. If you are ready to highlight tools you can better implement in your nonprofit, this episode is for you!

    Top reasons to listen to the entire episode:

    Learn how to compare your CRM and accounting system data to ensure no discrepancies.Discover how to use your 990 as a tool in your organization.Find out how to stop underestimating what you can do with your 990.

    Links & Mentioned Resources:

    Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Nonprofit organizations exist to make a difference in the world. Maybe you have dedicated your mission and resources to providing essential services, advocating for a cause, or raising awareness of an issue that affects your community. In this episode, I share how you can reflect on your priorities to make sure your actions and spending are lining up with your mission. If you are ready for your organization to speak for itself in the public eye and on paper, this episode is for you!

    Top reasons to listen to the entire episode:

    Find out the three priorities you should consider in your organization.Discover how your volunteer retention rates reflect your priorities.Learn how potential supporters use your 990 to get to know you better.

    Links & Mentioned Resources:

    Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Are you staying aligned with the mission you started out with? Maybe your mission has changed, but how does that affect your standing with the IRS? In this episode, I share the importance of being intentional with your mission, how to make sure you’re staying in line with it, and why filing your 990 form is crucial to keeping your tax-exempt status. If you are ready to get back on track (and stay on it!), this episode is for you! Top reasons to listen to the entire episode: Discover how to assess if the mission of your organization is still being met.Learn how to reach a larger population with clear, focused goals.Find out when your nonprofit could be at risk of losing its tax-exempt status. Links & Mentioned Resources:Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good Connect with Chyla:InstagramLinkedInTwitter Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Are you looking to maximize your organization's transparency and ensure compliance with the IRS? Filing the correct forms can be intimidating initially, but don't worry! In this episode, we'll break down the basics of filing a 990 form, so you have all the information you need for success. If you're ready to confidently understand your 990, this episode is for you!

    Top reasons to listen to the entire episode:

    Learn how to demonstrate transparency in organizational operations to the IRS.Break down complex information into bite-sized, digestible pieces with a Form 990.Discover how to easily compare information between similar organizations and maximize your public support.

    Links & Mentioned Resources:

    Don't forget to follow the steps in this episode to be entered to win a copy of The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Do you wonder how often you need to do a strategic plan? What is the best path to sustainability? Maybe you wonder how you can be more efficient and effective with your systems and processes. In this episode, Rebecca Rodriguez is back andanswering all the burning questions holding you back from running your nonprofit. This episode is for you if you are ready to feel equipped and supported in your mission! Top reasons to listen to the entire episode:Learn how to develop a marketing strategy that connects with potential supporters.Discover the importance of creating plans tailored to changing needs of the population and economy.Be prepared to put resources in place to revise existing strategies when necessary. Links & Mentioned Resources:The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good Connect with Rebecca:For The PhilanthropistFacebookLinkedIn Connect with Chyla:InstagramLinkedInTwitter Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Are you looking to start a nonprofit organization but don't know where to start? Maybe understanding the legal requirements and other aspects of running a successful nonprofit is holding you back. In this episode, Rebecca shares her expertise in starting practices that will help you hit the ground running!

    Stay tuned in the episode to learn about the giveaway that CNRGY Accounting is holding!!

    Rebecca is the Principal Consultant at For the Philanthropist and author of The Nonprofit Workbook: Tips & Best Practices for Start-ups Serving the Greater Common Good. Working with leaders in the social sector, her areas of expertise are organizational & program development, grant administration, and sustainability. She has worked for global organizations, including JA Worldwide, Goodwill, and Biblica, and has extensive experience working with grassroots and start-up organizations. She has served as a volunteer and sat on various advisory committees. Rebecca has a master’s in Public Administration from the University of Colorado. Her home is the Texas Hill Country. When not writing or working with clients, she teaches ESL to newly arrived immigrants and yoga.

    If you're ready to jumpstart your journey into creating a successful nonprofit organization, this episode is for you!

    Top reasons to listen to the entire episode:

    Learn the importance of having a well-written business plan when starting a nonprofit to increase the chances of success.Discover how Rebecca has helped many founders and leaders launch their businesses.Access a guide with best practices to start and run a non-profit organization.

    Links & Mentioned Resources:

    The Nonprofit Workbook: Tips & Best Practices for Start-Ups Serving the Greater Common Good

    Connect with Rebecca:

    For The Philanthropist

    Facebook

    LinkedIn

    Connect with Chyla:

    Instagram

    LinkedIn

    Twitter

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • In this episode, we are bringing back one of our most popular episodes: Opportunity and Pressure Risks for Fraud. Enjoy!

    Have you heard of the Janice Carlstrom case from California? Just what drove her to commit fraud? In this episode, I share how you can prevent similar opportunities for crime via banking reconciliation and internal/external pressures your staff may face inside and outside work - which could lead them down a dangerous path if left unchecked.

    Mentioned Resources:

    Fraud Risk Assessment

    Scam Goddess Podcast

    Connect with Chyla:Instagram

    LinkedIn

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • In this episode, we are bringing back one of our most popular episodes: Protecting Organizational Programming From Fraud; enjoy!

    It’s time to narrow down the focus to help protect your organization. In this episode, we look at the roles of everyone involved - from board directors and financial staff to donors, volunteers, and paid workers- in ensuring that programs are running safely while protecting against potential fraud or misuse of finances. Additionally, we also explore strategies for knowing when it's time to shut down a program before risk elevates beyond manageable levels!

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:Instagram

    LinkedIn

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • In this episode, we are bringing back one of our most popular episodes: Staffing Safeguards for Risk Prevention. Enjoy!

    Are you going beyond the basics to ask more complex questions that impact your organization's management and financial well-being? In this episode, I dive deeper into topics such as informing personnel of disciplinary guidelines, screening current and potential employees thoroughly, tracking turnover rate frequency for better budgeting decisions, and auditing training practices regularly. Knowing these key elements means being prepared to prevent fraud risks within an organization!

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:Instagram

    LinkedIn

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • In this episode, we are bringing back one of our most popular episodes: Holding Management Accountable to Prevent Fraud. Enjoy!

    Too often, we put blind faith in management regarding decision-making and financial matters. In this episode, I share the importance of accountability - questioning our leaders for greater transparency and safeguards against fraud. We examine a few things: Who is responsible? How easily available are those financial reports? And most importantly-- how quickly are they published so everyone involved can see them right away? Let’s delve into these critical issues that help foster an open organizational culture!

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:Instagram

    LinkedIn

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • In this episode, we are bringing back one of our most popular episodes: Organizations in Action Enjoy!

    Organizations that are all talk, no action won't get far! If you want to prove your worth and set yourself up for success, consider giving access to the right people in your organization. In this episode, I share how you can put procedures into place around safeguarding sensitive information. Putting these best practices into motion for maximum benefit is a must if you're serious about protecting data!

    Resources:

    Fraud Risk Assessment

    Connect with Chyla:

    LinkedIn

    Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here to leave me a text or voice comment, and tell me your favorite part of the episode.

    In this episode, we are bringing back one of our most popular episodes: A Peek Inside a Fraud Risk Assessment Enjoy!

    In this episode of Nonprofit Ace, I am sharing how you can use a fraud risk assessment to protect your nonprofit from financial misappropriation and fraud. We go through each step in detail so that you can develop an effective plan for avoiding these costly irregularities. If you are ready to learn the steps you need to know about when designing your own preemptive measures, this episode is for you!

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:

    LinkedIn

    Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

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    In this episode, we are bringing back one of our most popular episodes: Segregating Duties to Avoid Financial Risk Enjoy!

    Secure the future of your non-profit by establishing a system that assigns tasks among your team members. In this episode, I share how separating responsibilities can help you safeguard against minor mix-ups morphing into major financial frauds down the line! Play it safe and ensure everyone has clear roles - this will pay dividends in preventing costly pitfalls later.

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:

    LinkedIn

    Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review on Apple and Spotify to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here 🗣 to tell us your thoughts, leave a voice message, or ask a question.

    In this episode, we are bringing back one of our most popular episodes: Creating Internal Controls for Your Organization Enjoy!

    Are you prepared to face financial risk in your non-profit? In this episode, I share the smart steps necessary for having critical internal controls and creating effective processes, procedures, and laws - all essential pieces that will reinforce security & prevent chaos from arising should an emergency strike! Don't be caught off guard by unexpected organizational risks; stay alert & ready with these proactive strategies.

    Mentioned Resources:

    Fraud Risk Assessment

    Connect with Chyla:

    LinkedIn

    Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rating and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here to leave me a text or voice comment, and tell me your favorite part of the episode.

    In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 10: Creating a Fundraising Timeline, Enjoy!

    Is the timing of your annual campaign or your major fundraiser the right timing? Maybe you have a financial drought in the middle of the year, but you don’t do your fundraisers until the Fall. In this episode, I discuss what you may need to consider when planning your fundraisers to suit your budgets and financial needs better.

    Connect with Chyla:Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rate and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here to leave me a text or voice comment, and tell me your favorite part of the episode.

    In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 1: Learning to Read Financial Statements, Enjoy!

    Do you know the top things nonprofit leaders want to know about financial statements? They want only three things, so let's be clear on what those are and where you can find them. In this episode, I’m diving into the importance of understanding your organization's financial statement and how this allows your Board of Directors and staff to be on the same page.

    Connect with Chyla:Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rate and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here to leave me a text or voice comment, and tell me your favorite part of the episode.

    In this episode, we are bringing back one of our most popular episodes from Season 7, Episode 3: Fighting Fluff, Enjoy!

    Are you asking questions that are leading to a change? Maybe you are collecting as much data as possible, just in case you need it in the future. In this episode, I share how you can become a little bit more confident talking about money and thinking about what you could remove from your financial statements and reports to avoid unnecessary fluff.

    Connect with Chyla:Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rate and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.

  • Click here to leave me a text or voice comment, and tell me your favorite part of the episode.

    In this episode, we are bringing back one of our most popular episodes from Season 5, Episode 7: Fiscal Sponsorship Pitfalls, Enjoy!

    Do you know the right questions to ask before working with a fiscal sponsor? Maybe you are the fiscal sponsor and want to prevent an organization from being in a sticky situation. In this episode, I share how you can prevent yourself from being in the news for misbehavior you didn’t know was taking place by a fiscal sponsor.

    Mentioned Resources:

    Precise Grants

    Connect with Chyla:Instagram

    Thanks for joining us on the Nonprofit Ace podcast! If you enjoyed this episode, please leave us a rate and review to help us reach even more nonprofit organizations who want to connect their financial information to their mission.