Course Description

Continuing Education Credit:

This version of this course does not include continuing education credits, though a certificate of completion is generated at the end.

This course is also available for 1.5 PA Attorney CLE Credits here.

What you don't know CAN hurt you!

Nonprofit organizations are highly regulated at both the state and federal level.  This essential seminar for nonprofit board members, directors, and leaders will explain 501c3 designations and how to keep your organization in good standing with the IRS and the PA Bureau of Corporations and state regulators.  The state material is intended as a general overview and uses Pennsylvania's laws as examples, but covers issues relevant in every state. 

Topics will include:

What is a nonprofit?
State vs Federal Law
Understanding the role of the Board
Exempt Purposes vs missions
Unrelated Business Income Tax
Tax Returns (990s)
Acknowledgements of Donations
Are my donations deductible?
Excess Benefit Transactions/Conflicts of Interest/Private Inurement
Setting Executive Compensation
Hiring Employees
Lobbying and Political Activity
Fiscal Sponsorships
SAM Registration and DUNS Numbers
State Registration and Solicitation
Working with grant writers and fundraisers
Electronic Voting
State Tax Exemption
Small Games of Chance
Why Bylaws Matter

Includes a printable Compliance Checklist

Minimum System Requirements:

This course includes downloads of PDF documents (Portable Document Format) and streaming video.  Viewing the documents will require Adobe Acrobat Reader or other PDF viewing software.  Adobe Acrobat Reader is available for free from the Adobe website.

The video player will run on Mac OS, Windows and Linux as well as most mobile devices and tablets on any browser that supports Adobe Flash and/or HTML5.  Supported browsers include Chrome, Safari, Firefox, Internet Explorer 9,10,11, and Microsoft Edge.  Internet Explorer 8 is not supported on Windows XP for security reasons, but is supported on Windows 7 or higher operating systems.

An internet connection with a minimum speed of 768 kilobits per second is required.  At least 5MB/sec is recommended to stream video in full HD quality.  Please note that the video player may downgrade the quality of the video to accommodate lower connection speeds.

Course Presenter

  • Stacey Papa, Esq.

    Stacey Papa, Esq.

    Stacey Papa is an attorney who currently serves as a Child Custody Mediator and Hearing Officer for the Court of Common Pleas of Fayette County. A graduate of Cornell University and the University of Pittsburgh School of Law, Stacey's past legal experience includes practice as a Title Analyst for Chevron, an Attorney Examiner for the Pennsylvania Department of Insurance, and private practice with the law firm of Elliott and Davis in Pittsburgh.

    Stacey also has more than eighteen years' experience working with nonprofit organizations including work as a grant writer, a consultant, and as an attorney. She also served as the Executive Director of Connect to Classrooms, a nonprofit organization providing social services to school districts, for six years.

Course curriculum

  • 1
    Introduction and Course Materials
    • How to Navigate This Course
    • Presentation Slides
    • Compliance Checklist
    • Links to IRS Publications
    • Introduction
    • What's a Nonprofit?
    • State vs. Federal Laws
    • Nonprofit Boards
  • 2
    Federal Issues
    • Organizing Documents and Exempt Purposes
    • Unrelated Business Income Tax (UBIT)
    • Filing 990s
    • Acknowledgements of Donations
    • Deductibility of Donations by Donors
    • Conflicts of Interest, Excess Benefit, and Private Inurement
    • Hiring Employees and Executive Compensation
    • Lobbying and Political Activity
    • Fiscal Sponsorships
    • SAM Registration and DUNS Numbers
  • 3
    State Issues
    • Registration and Audits
    • Using Grant Writers and Fundraisers
    • Electronic Voting, State Tax Exemptions, and Small Games of Chance
  • 4
    Closing Thoughts
    • Bylaws and Insurance
    • Closing Thoughts
    • Course Feedback