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March 2025

Understanding Nonprofit Leadership Structures

By | Nonprofit | No Comments
Understanding Nonprofit Leadership Structures

When people join a nonprofit, they are often surprised at the difference in the organizational structure from that of a for-profit company. They may hear about decisions being presented to a committee or a board. Who is this mysterious board? Who makes up the committee, and why does a committee have the authority to approve a project?

Unlike many institutions—for-profit companies, schools, and the military—nonprofits rarely follow a top-down leadership style. Instead, depending on whether we’re talking about an accountability hierarchy or a voluntary association, the chain of command differs significantly among nonprofits.

Nonprofit vs. For Profit Reporting Structures

Nonprofits can vary considerably in their ultimate reporting structure. They typically have directors, managers, and other leaders who guide the daily activities of their departments. Like a for-profit company, people report to those managers, and their managers handle daily activities like signing off on marketing campaigns, creating work schedules, and more.

While a for-profit corporation may have a board of directors or shareholders, most have a typical hierarchical structure. Workers report to managers, managers to directors, directors to vice presidents or c-suite leaders, and all roads leading up to the CEO, who answers to the board or shareholders.

Types of Organizations and Their Leadership Hierarchies

There are many types of nonprofits, and every kind of organization is accountable to different members or groups.

Member-Governed Organizations

Many unions and small organizations follow the leadership hierarchy of member-governed organizations, which may also be called “member-driven” organizations because the members guide them. The membership has the final authority over the organization. Members may elect the board of directors, who govern between meetings of the members, but the board may not overrule member decisions.

Board-Governed Member Organizations

This hierarchy finds the board governing the organization. Members elect the board, and then the board leads. Some decisions, such as budget decisions, may be reserved for the members. The board must follow strict bylaws governing its decisions, and often, it can only act after a majority vote is taken at a properly called meeting. Many homeowner associations follow this leadership pattern.

Non-Member Organizations with Self Perpetuating Board

In this structure, the board governs the organization. The board chooses its successors, hence the term “self-perpetuating board.” Members contribute financially but have no say in the daily decisions of the organization. Museums are a good example of this type of hierarchy, with members contributing donations, entrance fees, and the like, but the museum’s governing board handles all the major decisions impacting the organization.

Committee Structures: Executive Committee

Lastly, some organizations follow a committee structure. Large organizations may have a board of directors and an executive committee. Often, the executive committee is comprised of the organization’s leaders and selected board members. The committee is supposed to be guided by the board, but often, the roles reverse, with the executive committee taking the lead.

Review the Bylaws

This is why it is vital to refer to a nonprofit’s bylaws to understand its leadership hierarchy. It’s not as simple as a daily org chart. There may be someone making daily decisions over accounting, finance, operations, marketing, and the like, but big decisions, like pivoting to new programs, making major infrastructure investments, and the like, may require the board’s vote in order to proceed. The bylaws are the ultimate guide to those who have the final say at a nonprofit.

Welter Consulting

Welter Consulting bridges people and technology together for effective solutions for nonprofit organizations. We offer software and services that can help you with your accounting needs. Please contact us for more information.

Tips to Choose the Right Auditor for Your Organization

By | Accounting, Audit, CPA, Nonprofit | No Comments
auditor working at desk with spreadsheets, computers, and calculator

The right auditor is much more than a CPA. Auditors provide valuable guidance and ensure donors, members, and constituents trust that your organization is a good steward of their finances. These tips will help you find the right auditor for your needs who is both well-versed in nonprofits and a good cultural fit for your organization.

Find Potential CPA Firms

The first step is to find potential CPA firms who provide auditing services. You can look online for local firms or ask other nonprofits who they use and like. Your employees may also suggest companies or individuals with whom they have worked in the past.

It is vitally important to find an auditor who specializes in nonprofits. Nonprofit accounting has unique requirements and regulations, such as fund accounting and compliance with IRS Form 990. A CPA familiar with these aspects can ensure accurate financial reporting and adherence to relevant laws.

CPAs with nonprofit experience can also provide valuable insights and recommendations tailored to the organization’s unique financial situation. This can include guidance on improving internal controls, financial management, and strategic planning.

Lastly, because nonprofits are subject to various regulations and compliance requirements. A knowledgeable CPA can help navigate these complexities, reduce non-compliance risk, and identify potential issues before they become significant problems.

Develop Questions

To ensure that you have an apples-to-apples comparison of CPA firms after you’ve completed your research, develop a set of questions to ask each firm. This approach is similar to a request for proposal (RFP) process. Consider your organization’s needs. Some potential questions may include:

  • Can you provide references? May I contact them?
  • Who will I be working with?
  • Do you work on site, or do you need remote access to materials?
  • What is the typical audit process your firm uses?
  • What can I expect during the audit?
  • What do you provide me with afterwards? How long will it take?
  • How much does it cost?

Depending on your needs, you may also have other questions to add to this list.

Consider a Formal Request for Proposal

A request for proposal (RFP) is a formal document issued to multiple possible vendors. It outlines your organization’s background, the project you have available, and the scope of work. It also includes a due date for the project and response requirements, such as references or case studies demonstrating experience with previous projects.

Responses are written following the outline given to vendors in the scope of work. The resulting documents help compare the relevant credentials of all potential CPA firms. Because the RFP requires all responses to be written in the same format, following identical guidelines, the results provide an apples-to-apples comparison among respondents, allowing you to sift through what makes one stand out above the others.

Gather all the responses, whether through a formal RFP process or a sit-down meeting with questions. Then, meet with your team and consider the answers. Your final selection should weigh all factors, including the firm’s relevant experience, assessing its approach, and comparing prices.

Consider Cultural Fit

Lastly, consider the cultural fit of the CPA with your organization. The best credentialed expert will not be effective if you feel intimidated or rushed when you work with them. Look for someone with whom you feel good rapport, a CPA who communicates clearly, who listens patiently, and who isn’t afraid to answer questions.

Welter Consulting

Welter Consulting bridges people and technology together for effective solutions for nonprofit organizations. We offer software and services that can help you with your accounting needs. Please contact us for more information.