Policy Update & Call to Action

Policy Update & Call to Action: Inform Our State's Senators, Charitable Giving Incentives Matter to Nonprofits      On June 27, Senate Finance Committee Chairman Max Baucus (D-MT) and Ranking Member Orrin Hatch (R-UT) sent a  letter informing senators that the Committee will start consideration of a tax reform package with a "blank slate," meaning that it contains no deductions or credits, so Senators will have to fight to get their favored tax provisions re-inserted into the bill that is being drafted. The Committee leaders stressed that the legislation they are drafting on a bi-partisan basis will restore only those deductions, exclusions, credits, and other tax expenditures that: Help grow the economy Make tax laws fairer Effectively promote other policy objectives They've asked Senators to submit recommendations for provisions that meet these standards by July 26.    We are hearing that Senators are responding to the request for input with mixed views. Some may be submitting a list of priority tax provisions; others will likely provide a set of guiding principles for the Committee to follow; and still others apparently are refusing to send in anything out of fear that their submission will be made public. Virtually every lobbyist and interest group is clamoring for the attention of Finance Committee leaders, members, and staff. Some efforts to get their attention include submitting a sign-on letter and sending letters making the case for tax provision that affect their operations. NYCON has also taken steps in writing a letter to submit to the Senate Finance Committee for this "Blank Slate." We encourage members and nonprofits statewide to write your own letters to inform the Senate Finance Committee. Please feel free to use our letter as a template to model your own or weigh in as constituentsabout your work and the importance of the charitable giving incentive to your ability to solve problems in their communities share your stories with the National Council of Nonprofits Your stories will help us make clear to federal policy makers that the charitable giving incentive is unique from other tax deductions and credits and must be preserved in tax reform As always, thank you for your continued involvement with NYCON and for the tremendous work you are doing to make our communities strong and vibrant places to live and work. We truly appreciate your dedication and commitment. If you have any questions about this or any other public policy issue, please feel free to contact me. We look forward to working with you on these important issues.              Sincerely,               Doug Sauer, CEO             New York Council of Nonprofits, Inc.    The Charitable Giving Incentive   Federal tax law currently encourages individuals to give to charitable organizations whose missions they support by providing an itemized deduction. Policymakers in Washington are focusing on how to reduce the federal budget deficit through spending cuts, entitlement reforms, and changes to the tax code. The President, Senators, Representatives, bi-partisan commissions, and think tanks have all put forward plans to address these issues, and many propose changing the charitable giving incentive in one way or another. No one knows the true impact that any of these proposals will have on the ability of charitable nonprofits to raise the resources needed to provide the programs and services that fulfill their missions. It is imperative that Congress make no changes to the charitable deduction that threatens the ability of nonprofit organizations to serve those most in need and to continue to strengthen our communities. Proud Member of  the National Council of Nonprofits

News from State Comptroller Thomas P. DiNapoli

For the week ending July 14, 2013  A.G. Schneiderman & State Comptroller DiNapoli Announce Arrest of Not–For–Profit Executive in Five–Year Public Corruption Scheme Attorney General Eric T. Schneiderman and Comptroller Thomas P. DiNapoli Tuesday announced the arrest of a nonprofit executive accused of pocketing tens of thousands of dollars in taxpayer funds intended for public services in New York City. The joint investigation conducted by the Office of the Attorney General and the State Comptroller–s office revealed that Van R. Holmes —— the president of the Young Leaders Institute, Inc. —— stole more than $85,000 by creating dozens of false records and forged documents which he filed with State and City agencies in order to obtain public money. DiNapoli: Binghamton Facing Fiscal Challenges, But Outlook Improving The city of Binghamton is grappling with high rates of unemployment and poverty, but its outlook is improving as it builds up reserve funds, according to a fiscal report issued Thursday by State Comptroller Thomas P. DiNapoli. The report is part of a series of fiscal profiles on cities across the state. DiNapoli: Lax Board Oversight Allowed Former Village of Old Field Treasurer to Steal Nearly $60,000 Poor oversight by the Board of Trustees of the Village of Old Field allowed its former Treasurer Andrea Brosnan to steal nearly $60,000 in village funds without detection, according to an audit released Wednesday by New York State Comptroller Thomas P. DiNapoli. The findings of the audit were shared with Suffolk County District Attorney Thomas J. Spota whose office charged Brosnan with second–degree grand larceny, first–degree falsifying business records, defrauding the government and official misconduct on May 22. Criminal proceedings are pending. DiNapoli: State Tax Receipts Down in June, but Overall State Fiscal Picture Positive Personal Income Tax and business tax collections were down in June compared to last year, but the state’s General Fund balance ended the month higher than anticipated, in part because of a $250 million regulatory settlement, according to the June cash report released Wednesday by New York State Comptroller Thomas P. DiNapoli. DiNapoli Finds Questionable Charges for Rochester Special Education Provider The Norman Howard School, a Rochester–based special education provider, submitted more than $200,000 in improper charges over a three–year period, mostly for salaries that went to uncertified teachers, according to anaudit released Tuesday by New York State Comptroller Thomas P. DiNapoli. DiNapoli Finds Budgeting Problems at East Ramapo Central School District Poor financial practices by the East Ramapo Central School District, including inaccurate budget estimates, have left the district with operating deficits for the past two years and could jeopardize future district operations, according to an audit released Friday by State Comptroller Thomas P. DiNapoli. DiNapoli: State Improperly Overpaid Oneonta Dentist $66,000 The state Department of Health improperly paid an Oneonta dentist $66,402 for 2,361 inflated or questionable Medicaid claims he submitted for unwarranted services, including “behavior management,” and dentures that were not delivered to the recipients, according to an audit released Monday by New York State Comptroller Thomas P. DiNapoli. DiNapoli Urges President Obama To Direct Federal Agencies To Adopt “Place Of Celebration” Standard For Recognition Of Same–Sex Marriages New York State Comptroller Thomas P. DiNapoli Friday released a letter to President Barack Obama calling on him, in light of the recent Supreme Court decision overturning the Defense of Marriage Act, to direct all federal agencies under his control to adopt a marriage “Place of Celebration” standard. This would require federal agencies and programs to recognize all valid same–sex marriages, regardless of the current residence of the same–sex spouses. Comptroller DiNapoli Releases Municipal Audits New York State Comptroller Thomas P. DiNapoli Friday announced his office completed audits of the Jefferson Fire District and the Town of Lagrange.

DiNapoli finds more wa$te by special ed. provider Theft of member item cash alleged Bronx Rebranding Itself for Middle–Income Families

Honor an Outstanding Board Member

2013 Michael H. Urbach, CPA, Community Builders Award Now Accepting Nominations Submission Accepted through August 23rd, 2013 Sponsored by the New York Council of Nonprofits (NYCON) and the New York State Society of Certified Public Accountants (NYSSCPA)   Left to right: Doug Sauer, NYCON CEO; Allen Fetterman, CPA; William F. Berardi, CPA, 2012 Urbach Award Recipient; Ellen Kotlow, NYCON Board President The New York Council of Nonprofits, Inc. (NYCON) and the New York State Society of Certified Public Accountants (NYSSCPA) are pleased to announce this call for nominations.    The award is named in honor of the late Michael H. Urbach, CPA, former partner of Urbach, Kahn and Werlin, former NYS Commissioner of Tax and Finance and Chair of the State Employees federated Appeal, and board leader of a number of charities. This award is in recognition of the important role, talents and leadership that a Certified Public Accountant (CPA) in New York State can provide as a board member for community-based charities.   Award Criteria & Submission  Candidates must: Be a CPA in good standing and a member of NYSSCPA   Have served as an Officer on at least 3 different charitable 501c(3) community-based nonprofits with service as President/Chair at least once   Have demonstrated exemplary board leadership resulting in significant and positive organizational impact including, but not limited to, financial turn-around, growth, and/or organizational re-structuring; and   Preference will be given to nominees whose board leadership accomplishments have been with community-based charities  Nominations addressing the candidate's qualifications must be received by August 23rd, 2013.  Nominators are strongly encouraged to address the qualifications related to the four (4) criteria mentioned above and to include at least three (3) letters of support from the charities who have benefited from the candidate's volunteer leadership.  To Nominate a CPA:  Email your submission to Melissa Currado at mcurrado@nycon.org or mail two (2) packets of nomination materials to: Urbach Community Builders Award Committee, NYCON, 272 Broadway, Albany NY 12204. For more information, visit NYCON on the web at www.nycon.org or contact us via phone at (800) 515-5012.    Announcement & Presentation  Craig Sickler, CPA receives the Urbach Community Builders Award at the 2006 Annual Meeting The 2013 award will be formally presented at the Annual Member Meeting of NYCON slated for the afternoon of October 10th, 2013at Mohonk Mountain House, New Paltz, New York.  The Luncheon will take place during CAMP FINANCE, a two-day retreat that provides the very best in knowledge, skill and strategy sessions for nonprofit staff and volunteer leaders.     In honor of the late Harold Mandel, a CPA who worked for Urbach, Kahn & Werlin in Albany, NY and retired in West Palm Beach, FL, the 2013 Urbach Honoree has the privilege to award one (1) nonprofit executive of their choice a Camp Finance scholarship in Hal's name.  In 2009, Mr. Mandel's family accepted a posthumous Michael H. Urbach, CPA Community Builders Award in his honor. Thank You to Our Supporters! NYCON and NYSSCPA would like to recognize The Community Foundation for the Greater Capital Regionfor their grant contribution towards the Michael H. Urbach, CPA Community Builders Award. Past Urbach Award Honorees Lew Kramer, CPA and Doug Sauer,  NYCON CEO 2012 William F. Berardi, CPA Kingston 2011 Thomas D. Weddell, CPA; Newburgh 2010  Edward S. Mucenski, CPA; Potsdam    2009  Lewis "Lew" Kramer, CPA; Chappaqua    2008 Mel Zachter, CPA; Staten Island       2007 Eugene H. Fleishman, CPA; Poughkeepsie 2006  Craig Sickler, CPA Kingston  2005 Paul Battaglia CPA, Batavia Co-sponsored by The New York State Society of Certified Public Accountants 　 www.nysscpa.org

Announcement: Upcoming NYCON Events & Trainings

Compliance Check: Revising Your By-Laws  [Free Lunch & Learn Webinar for NYCON Members] July 11th, 2013 from 10:00 AM to 12:00 PM (EDT) Presented by Dave Watson, VP of Legal Accountability & Compliance Services (LACS), NYCON and Michael West, Esq. Legal Advisor, New York Council of Nonprofits, Inc. Register Now Though many nonprofit staff and board members may think that bylaws are just something you have to do have to start your organization - oftentimes drafted, reviewed, approved and promptly shelved away -what some don't realize is that your organization is governed by that document and, as such, bylaws spell out what you can and can't do by way of good board governance. Our webinar is designed to help you understand key bylaw clauses, how they affect your organization and how the new developments in New York regarding nonprofits may impact your bylaws. Large structural changes to the Not-for-Profit Corporation Law of the State of New York will be discussed briefly, and detailed questions will be referred to the August and September during the two 'Revising You By-Laws to Comply with New York's Nonprofit Revitalization Act'.  Any Package Bylaw-Personnel Policy Reviews throughout the remainder of this year will include free updates of language and bylaw clauses when NYCON's team of attorney's develops them to meet these new obligations  Register Now  [Benefit Spotlight] The Budget and Cash Flow  Toolkits for NYCON Members... Tuesday, July 16th, 2013 from 10:00 AM to 11:00 AM Presented by Michelle Jarvais, CFO of NYCON and Beth Mathews, Senior Accountant at NYCON Register Now If you missed our previous "Budget and Cashflow Toolkit Webinars" don't worry because there's another one coming up in July! Just in time for budget and cash flow planning, we've developed a new benefit for our members that will truly be the "best friend" of every fiscal person who uses it! Designed with the needs and resources of the smaller to medium sized nonprofit in mind, NYCON's CFO and her staff have designed a "foolproof" tool for developing a streamlined, compliant and easy to understand budget.  The features of the Budget Toolkit include: Built in instructions on "Getting Started" and "How to Develop Your Budget" Built in formulas and linked spreadsheets Definitions & Glossary on types of budgets, frequently used budgeting terms & more Helpful notes that 'pop up' as you create your budget spreadsheet  Quick and easy allocations (for shared costs like space and supplies, etc.) Templates that your organization can utilize to customize for your own organization's budget and salary and fringe expenditures. And more!  On our webinar we will also show you an example of the new "Cash Flow Toolkit" which, just like the Budget Toolkit, will be a great addition to any nonprofit fiscal office.   With funding being tight and payments from state contracts and other funders becoming less timely and reliable, it is essential for a nonprofit to attempt to monitor its own cash flow. This toolkit, like our Budget Toolkit, takes the mystery out of forecasting and helps to guide you step-by-step through the process. See how these tools can help your nonprofit. Register Now    Get to know your NYCON Benefits NYCON Membership Benefits OrientationNew Dates Added in July, August & September 10:00 AM to 11:00 AM (EDT) Presented by Valerie Venezia, VP of Membership and Marketing and Amber Vanderwarker, Membership & Marketing Associate Register Now In our "Get to Know Us" Sessions, NYCON staff will tell you a lot more about our membership benefits - and answer all the questions you have regarding our process, costs and what you get for FREE.  We will be talking about these benefits...    Nonprofit Training, Education and Professional Assistance NYCON empowers our members with the best practices, policies, and procedures as well as information on ever-changing regulations, funding, accountability and more.    Cost Savings Solutions for Nonprofits NYCON leverages the purchasing power of thousands of nonprofits to bring you economies of scale on everything from Office Supplies to Fundraising Software.    The Nonprofit Voice in New York State NYCON represents our members on the local, state and national level, giving voice to small and medium sized nonprofits everywhere. Find out how NYCON Membership will benefit you by attending this 1-hour session  Register Now    Camp Finance 2013: Rethink, Retool & Reboot!  Preparing for Better Days Ahead October 10th & 11th, 2013    New Paltz, NY  With Special Keynote Speaker Dan Pallotta Register Now Camp Finance is an unparalleled opportunity for your staff and board members to retreat, learn, network and make lasting connections with peer and nonprofit experts. Here's just some of  what some of last year's attendees said about Camp Finance: "Knowledgeable speakers and real life experiences." "Gave me take away tools I can use." "It was a great time to step away and reflect on some critical issues for our organization in the context of a great group of professionals. I had some important questions answered and discovered some new questions I needed to be asking." "The speakers were very approachable and helpful as were all NYCON staff. Of course the setting and food served were very WOW." Camp Finance has always been a source of information, encouragement and support for nonprofits in New York State - especially through our most challenging times.   It's a chance to engage with leading nonprofit experts, your nonprofit peers, and take back useful knowledge and tools to your nonprofit. We hope to see you there!  Register Today!            Check Out Our Recorded Webinars! Thanks to the support of CS Plus,NYCON's popular Lunch & Learn Webinars are now being recorded and will be available for members for up to six months!  NEW: Workers Comp Issues for Nonprofit Arts Organizations [Webinar for NYSCA Grantees]  Social Media Myth Busting: If You Build it Will They Come? Beyond Collaboration: A Special Session with Doug Sauer NYCON Policy New and Updates: Campaign to End "The Overhead Myth NYS Grants Portal Opens: A "One- Stop Shop" Schneiderman implements additional disclosure rules for nonprofits Audit Guide for Charitable Nonprofits Other Events & Webinars of Interest to NYCON Members: FROM IDEALWARE Getting Started with Social Media Fundraising June 27, 1:00 pm -2:30 pm Eastern.$40.00 Nonprofits are using social media, but how do they use it for fundraising? Yes, social media can be used for fundraising, and organizations are already doing so. In this new session, developed specifically for the Day of Giving Toolkit, we outline the how social media can integrate with fundraising efforts and be an effort on their own. register > Donor Management Systems Toolkit  July 9, 1:00 pm -2:30 pm Eastern.$225.00   Most nonprofits care a lot about their donors. But do you have the right donor management system to help you keep track of them? Navigating the choices you have when choosing a donor management system can be daunting. That's why Idealware has created the online course, "The Donor Management Systems Toolkit", to help you navigate the choices. Telling Your Story Through Blogs, Photos, and Videos  July 9, 1:00 pm -2:30 pm Eastern.$40.00 Idealware will cover the principles of good storytelling, look at examples and research about what's working for nonprofits, and then discuss the tools that can help you put them online.