Staying Exempt Under Section 501(c)(3): What Nonprofits Need to Know

Staying Exempt Under Section 501(c)(3): What Nonprofits Need to Know

Nonprofit Update (PPC) / By

Navigating the requirements to apply for—and maintain—tax-exempt status under IRC Section 501(c)(3) can be complex, but the IRS simplifies the journey with its Stay Exempt resource. Designed for nonprofit leaders, board members, and volunteers, this tool offers training modules, tutorials, and guidance on best practices. Whether you’re just starting out or already established, understanding eligibility, …

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Understanding Public Support Testing for Nonprofit Organizations

Understanding Public Support Testing for Nonprofit Organizations

Nonprofit Update (PPC) / By

For tax-exempt organizations under Section 501(c)(3), classification as either a private foundation (PF) or public charity (PC) determines how the IRS treats donations, compliance obligations, and annual filings. While PF is the default status, qualifying as a public charity offers more favorable tax treatment for both organizations and donors. To maintain this status, nonprofits must …

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Understanding the Johnson Amendment and 501(c)(3) Restrictions

Understanding the Johnson Amendment and 501(c)(3) Restrictions

Nonprofit Update (PPC) / By

Historically, organizations exempt under IRC § 501(c)(3)—including churches and religious organizations—have been strictly prohibited from directly or indirectly participating in political campaigns. This restriction, commonly known as the Johnson Amendment, has been a key compliance area for decades. Violation could lead to the loss of tax-exempt status or the imposition of excise taxes on political …

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Why Fundraising Fees Deserve Close Scrutiny

Why Fundraising Fees Deserve Close Scrutiny

Nonprofit Update (PPC) / By

Nonprofits often turn to outside fundraising professionals to help with activities such as direct mail campaigns, grant writing, or donor outreach. While this support can be vital, large payments to fundraisers may raise concerns with the IRS, watchdog groups, and even potential donors—especially when fees seem disproportionate to the funds raised. To stay compliant and …

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Choosing the Right Board: Avoiding the “Family, Friends, and Fools” Trap

Choosing the Right Board: Avoiding the “Family, Friends, and Fools” Trap

Nonprofit Update (PPC) / By

Launching a Not-for-profit (NFP) organization comes with many moving parts, but perhaps none are more critical—and more overlooked—than forming your first Board of Directors. Many founders fall into a common trap: filling board seats with family members, close friends, or well-meaning but unqualified individuals. This often results in a board that lacks the objectivity, governance …

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SDA helped us put together a successful bid for creating our massive entertainment village in downtown Ft. Lauderdale. They're amazing to work with! Very professional and supportive. We look forward to continuing to work with SDA as we grow.
Jeff John, Damn Good Hospitality Group
JEFF JOHNCEO, Damn Good Hospitality Group
SDA served as a consultant for us while we were doing project management for a construction job. They have excellent business acumen, are highly professional and truly value being a partner with us. We enjoy our relationship with SDA and look forward to continued future success.
MARK BLANCHARD
MARK BLANCHARDVP Strategic Development, AECOM
We’ve worked with SDA for several years on various projects within our legal and finance departments. They also helped us secure a grant for our new practice facility in downtown Fort Lauderdale. SDA really is the smarter way to do business!
Matthew Caldwell
Matthew CaldwellPresident & CEO, Florida Panthers Hockey Club
Tanya and the SDA team have done a great job for us - especially in helping us navigate and resolve some complex issues surrounding our audit work. They've been a consultant for us for a number of years and have also been consistently supportive of our community efforts. We truly value our relationship with SDA.
W. Ajibola Balogun - City Manager, City of West Park
W. Ajibola BalogunCity Manager, City of West Park
SDA has always done excellent work. Our financial auditing and bond control reviews are completed thoroughly and timely, and their team has been very accessible to help us address and analyze key issues whenever they may arise. In short, they’re a solid business partner we’re grateful to have.
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Jennifer AndreuFormer Assist. Super., Miami-Dade County Public Schools
We are so pleased with the experience that we’ve enjoyed over the past 20 years with SDA. All of you were so timely and resourceful, serving as a trusted business partner, assisting with our fiscal controls, handling our financial auditing, smart bonds work and more. We couldn’t be happier with your services.
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Torey AlstonFormer Board Member, Broward County School Board
As the mayor of one of South Florida’s leading cities, I know it takes an incredible team around you in order to achieve a citywide vision for your constituents. SDA is one of those highly reliable teams I’m proud to say supports us well in our efforts of continuous improvement, accountability and transparency for the people of the city of Miramar.
Mayor Wayne Messam
Mayor Wayne MessamCity of Miramar, Florida
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