“As the former COO of a large Silver Salesforce Partner who worked in the non-profit sector supporting Salesforce and their partners, I have experience in nonprofit grants management and accounting. We worked with many nonprofit accounts over the years including: The Tides Center, The San Francisco Foundation, The Marin Community Foundation, The William & Flora Hewlett Foundation and Tipping Point among others. I have also worked with Southern New Hampshire University and Motivis Learning in the educational sector and understand the challenges of the educational landscape!"
" I served on the board of directors of a not for profit which provides fixed-wing 5 year scholarships. I also executed audits in accordance with Government Auditing Standard’s OMB Circular A-122and OMB Circular A-133."
Not for profit work has been a part of my 35 years of Government contract accounting compliance career. My experience includes development of indirect cost rate structures, preparation of final incurred cost rates, and providing advisory services regarding cost accounting matters. My clients have ranged in size from a one-person fund-raising organization to a $300 million dollar organization employing over 5,000 people. I have also served for approximately seven years as a member of the board of directors and treasurer of the Oakton High School Crew Club, an organization with approximately $100,000 of annual revenue serving an annual team of approximately 100 high school rowers.
I performed financial statement audits of Non-Profit organizations including religious and social organizations, museums, entertainment and music teaching organizations, educational organizations, mental health organizations, alumni organizations, international chamber of commerce organizations. I also assisted in adoption of Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities. The ASU amends the current reporting model for nonprofit organizations and enhances their required disclosures.
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