Search Results for: binder

Keep your homeschool organization’s important papers in a board binder

 

Can you find your homeschool organization’s bylaws or organizing documents quickly?

Nonprofit leaders should keep their organization’s important papers in a binder.

This short podcast episode (15 minutes) from Carol Topp, the HomeschoolCPA, will discuss what important papers need to be in your board binder.


 

In the podcast I mentioned the new Board Manual for homeschool organizations. I think you’ll find it helpful to organize your board and run your homeschool organization successfully!

Read more about the Homeschool Organization Board Manual

 

Carol Topp, CPA

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Create a board binder of important papers for your homeschool organization

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I was helping a homeschool leader apply for 501(c)(3) tax exempt status for her homeschool co-op when she mentioned that she had created a binder of important papers. That’s an excellent idea!

I suggested she create three binders and share them with her board members, especially:

  • The secretary who is the keeper of the paperwork for the organization
  • The treasurer who is responsible for the annual reporting to the IRS and their state.
  • The board president whose job it is to make sure everyone else is doing their jobs.

All the board members are responsible for management of the nonprofit and compliance with nonprofit laws. Having a binder of important papers that leaders can to pass down future leaders will make sure the organization is managed well and in compliance with all its reporting obligations.

Here’s what to put in your homeschool organization binders:

  • Employer Identification Number (EIN) letter from the IRS.
  • Articles of Incorporation from your state. This should be the official certified copy with a date stamp proving that your Articles of Incorporation were filed with your Secretary of State.
  • Bylaws. Date them so you have the most recent copy.
  • IRS 501(c)(3) determination letter.
  • IRS Annual Information Returns, the Form 990N, 990-EZ or full 990s
  • IRS Form 8822-B to change the contact name associated with your EIN or to change your address
  • Any state annual reports you file. (If you don’t know what reports you need to file with the state, contact me and I can help.)
  • Helpful articles from HomeschoolCPA.com
  • Books by Carol Topp, CPA especially Money Management in a Homeschool Organization
  • HomeschoolCPA.com website.

 

I highly recommend that you laminate or protect in plastic sheets these important documents.

Pass these binders down to the leaders who succeed you!

I’ve created a template for a board binder that you can purchase and create binders for your entire board.

Read more about the Homeschool Organization Board Manual template.

Carol Topp, CPA

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Tips for a New Homeschool Group Treasurer

 

Amanda’s been secretary of her homeschool group, Heartland Homeschool Association in southeast Missouri. But she agreed to a new role as treasurer.

In this short podcast episode (12 minutes)  Carol Topp, the HomeschoolCPA, and Amanda will discuss:

  • Keeping a master file of important papers
  • Having a calendar at every board meeting
  • What a homeschool organization’s treasurer does
  • A really good policy for new treasurers
  • How often a treasurer should give a report
  • Possible software systems for homeschool groups
  • How to get a free copy of Quickbooks online. Use Quickbooks online for free

 

In the podcast Carol mentioned …

 

Does your homeschool board know and understand its duties?

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

Carol Topp, CPA

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What Should a Homeschool Group Secretary be Doing?

 

Homeschool leader Amanda Shafer is a woman of many talents. After first serving as her board secretary, she is now switching to serving as their treasurer!

In this short podcast episode (12 minutes)  Carol Topp, the HomeschoolCPA, and Amanda will discuss:

  • What a homeschool organization’s secretary does
  • Some tips for registering families for co-op classes
  • Some useful tools she uses to send out newsletters and emails.
  • How online registration helped her co-op
  • What board minutes should look like
  • How to run an effective board meeting

 

In the podcast Carol mentioned …

Does your homeschool board know and understand its duties?

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

Carol Topp, CPA

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How to Have Happy and Thankful Homeschool Co-op Members

 

Are your homeschool co-op members happy and thankful? Or maybe they are complaining to you. Can that be changed?

In this short podcast episode (14 minutes)  Carol Topp, the HomeschoolCPA, interviews homeschool leader Becky Abrams who started and leads a homeschool co-op in Oregon.

In this episode of the HomeschoolCPA podcast Becky explains:

  • How she went about finding help
  • How her co-op’s board came together
  • How to have happy and thankful co-op members!
  • How Becky invited new board members to join the leadership team
  • How to let co-op members have a voice

In the podcast Carol mentioned …

Help your homeschool group get organized and run smoothly!

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

 

Carol Topp, CPA

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Board member of a homeschool nonprofit feeling vulnerable!

I’m the president of a homeschool co-op. Am I personally liable if someone were to sue or come after the co-op? I already feel slightly vulnerable in this area as the president and having my signature on our building contract, etc.

Danielle,

Danielle,

As president your are an officer of our nonprofit organization and as an officer there are certain responsibilities that you carry more so than other board members and certainly more so than the co-op’s family participants.

With the authority comes responsibility.

But responsibility does not automatically mean personal liability, if you do your fiduciary duties and do not commit acts of gross negligence or fraud.

What are those fiduciary duties?

Duty of Care, Duty of Loyalty, Duty of Management and Duty of Compliance

To better understand these duties as board members and do them here’s some help:

A prudent board member can reduce the risk of lawsuits by understanding the duties and

  • incorporating as a nonprofit
  • obeying the bylaws and laws in general
  • carrying insurance
  • being educated on nonprofit duties and risk

To get educated, there are some excellent resources online for nonprofit boards like these:

Each of these websites have excellent resources to help you run your nonprofit.
Ultimately, feeling slightly vulnerable will probably force you to manage risk, do your duties, and run the organization properly, so that’s a good thing!
In other words, it keeps you on your toes to feel the weight of responsibility!
Carol Topp, CPA
HomeschoolCPA.com

Knowing Your Social Style Can Make Leadership Easier!

 

Sometimes leading a homeschool group means you are working with people who are very different from you.

They want to socialize and you want to get a meeting started.

They want to discuss every possible option and you want to make a decision.

They want to hurry up and vote and you want to make sure everyone has input.

How frustrating!

 

In today’s episode of the HomeschoolCPA podcast (13 minutes), host Carol Topp explains what she has learned about social styles.

In the podcast Carol mentioned …

Another tool to help you run a smooth and efficient board meeting is having an agenda. The Board Manual for homeschool organizations has sample agenda for you to use. I think you’ll find it helpful to organize your board and run your homeschool organization successfully!

The Homeschool Organization Board Manual has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

Carol Topp, CPA

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Why You Can’t Lead Alone

 

What’s the biggest mistake homeschool leaders make? It’s trying to be a lone wolf and do everything by yourself.

In this short podcast episode (11 minutes)  Carol Topp, the HomeschoolCPA, interviews homeschool leader Sheri Payne from Virginia. Sheri is the Director of Leader Support for HEAV, the Home Education Association of Virginia. She shares advice on many topics including the mistakes she made in leading a homeschool organization.

In this episode of the HomeschoolCPA podcast, Carol Topp and Sheri discuss:

  • Her biggest mistake as a leader: doing everything by herself
  • The importance of getting a team
  • Finding people who are good in areas you lack
  • Peace-making and conflict resolution
  • Training you successor and deliberately mentoring leaders

My favorite quote from Sheri in this episode is “I can’t be a lone wolf because I have deficiencies in my personality.”

Be sure to tune into the other HomeschoolCPA podcast episodes with Sheri Payne including:

In the podcast, Carol mentioned the I Am a Homeschool Group Leader Facebook Group. It is a closed group (meaning you have to request to join) of 570 homeschool leaders from across the USA. You can join us here: https://www.facebook.com/groups/72534255742/

Help your homeschool group get organized and run smoothly!

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

Carol Topp, CPA

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What’s the Best Size for a Homeschool Group Board?

 

Do you wonder if your homeschool group leadership team is too large or too small? What is the best size to be?

In this short podcast episode (17 minutes)  Carol Topp, the HomeschoolCPA, interviews homeschool leader Angela Weaver. Angela leads a large group in Lynchburg, Virginia and she shares advice on many topics including:

  • The perfect size of a board: large or small?
  • Having teams and committees plan events so the board isn’t doing everything
  • How to improve communication on a board
  • Having homeschool dads on the board
  • Is an odd number of board members essential?
  • What is the board president’s job? Is it to do everything?

Angela had so much experience, that it takes three episodes and this is the second of three parts!

Here is more wisdom from Angela Weaver:
Boards, Burnout and Bylaws: Leadership Tips from a Homeschool Leader

How Can Your Homeschool Group Feel Like a Community?

In the podcast Carol mentioned the I Am a Homeschool Group Leader Facebook Group. It is a closed group (meaning you have to request to join) of 530 homeschool leaders from across the USA. You can join us here: https://www.facebook.com/groups/72534255742/

Featured resource

Help your homeschool group get organized and run smoothly!

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:

  • Suggested Board Meeting Topic List
  • Board Duties
  • Job Descriptions for Board of Directors
  • What Belongs in the Bylaws?
  • Compensation and Benefits for Board Members
  • Best Financial Practices Checklist
  • How to Read and Understand Financial Statements
  • Developing a Child Protection Policy

Read more about the Homeschool Organization Board Manual

Carol Topp, CPA

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Should a Homeschool Nonprofit Let Members Vote?

 

Should your homeschool nonprofit group let its members vote? There are many nonprofit groups that do not give their members a vote, but some do! What are the pros and cons or each arrangement?

In this short podcast episode (12 minutes)  Carol Topp, the HomeschoolCPA, will share:

  • Is it okay to not allow members a vote?
  • Sample bylaws can be found at   HomeschoolCPA.com/Samples
  • Can a board chose its own replacements?
  • How can a board get input from the membership?

In the podcast Carol mentioned …

 

Homeschool Organization Board Manual

Sometimes current group leaders have none of the important paperwork for their organizations. Homeschool board members should keep all their organization’s important papers in a safe and accessible place. Usually, a 3-ring binder works well.

Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:

  • A list of important documents to keep in your binder
  • Section dividers so you can organize the important papers
  • Tools to help you run your meetings smoothly including
  • A sample agenda that you can use over and over again
  • A calendar of board meetings

Click Here for more information!

Carol Topp, CPA

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