Category: Not-for-Profit

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Private Foundations and Self-Dealing

While both exempt under IRC Section 501(c)(3), private foundations have several restrictions that do not apply to public charities. One major restriction is the self-dealing rules. Private foundations are prohibited […]

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Is Your NFP Organization at Risk?

Cyber Security Vulnerabilities In light of the recent Blackbaud data breach, we are reminded of the importance of ensuring your data is secure and being aware of cybersecurity vulnerabilities. What […]

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Use of Donor-Restricted Funds in a Crisis

Can my not-for-profit use donor-restricted funds for operating expenses during this COVID-19 crisis? As a general matter, not-for-profits cannot use donor-restricted funds for other expenses. If funds have been restricted […]

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Managing Cash Flow Through Uncertainty

Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner.  It involves managing every aspect of the […]

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Annual Wellness Visits: Implementation Process

Providing annual wellness visits to patients covered by Medicare is a great way to grow your revenue year after year, whether you’re a practice of one physician or a large hospital […]

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Annual Wellness Visits: Understanding their Value

Performing Annual Wellness Visits (AWVs) provides a unique value that benefits your healthcare organization, providers and your patients. AWVs align with population health management, and can identify any needs for […]

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What are Annual Wellness Visits?

Beginning in 2011, Medicare began covering the Annual Wellness Visit (AWV) as a yearly appointment with a primary care provider (PCP) to create or update a personalized prevention plan at […]

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