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Course Details

Strategic Planning for a Non-Profit Organization (Video) (Course Id 989)

Updated / QAS / Registry / EA
Author : Stuart Sobel, Enrolled Agent (EA), Author, Radio Host, Indiana University Faculty
Status : Production
CPE Credits : 2.0
IRS Credits : 2
Price : $29.95
Passing Score : 70%
NASBA Technical: Yes
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 989

Description :

Although a nonprofit organization may have admirable goals and dreams, many organizations do not achieve their potential and some fail completely. While the board of directors has the responsibility to lead the entity to success, many boards fail because the board lacks the knowledge, time, resources, or commitment that are needed to make an organization successful.

Many organizations wander aimlessly; they raise money, but never conduct meaningful programs. Other organizations seem themselves as winners, but the community and their clients perceive them as failures.

This course provides insight into the workings of a nonprofit organization. It will help the participant understand the organization’s need for a strategic plan. It will show the participant how to create a clear vision that is both measurable and achievable.

Additionally it will explain how to prioritize goals and how to create actions or strategies that will enable the organization to meet its goals.

Major topics include:

    • Why organizations fail
    • Creating measurable standards to monitor actions and achievements
    • Developing a nonprofit business plan
    • SWOT Analysis – Strengths, Weaknesses, Opportunities, and Threats
    • Creating a clearly defined exempt purpose
    • Training board members to be leaders
    • Importance and methods of establishing a meaningful budget
    • Developing a marketing plan
    • Techniques for making the IRS a partner rather than an adversary in establishing and sustaining the organization
    • Creating a central organization/affiliate structure
    • Reducing administration and fundraising expenses to increase the funds for program services
    • Impact of state nonprofit tax regulation
    • Avoiding unrelated business income tax

Usage Rank : 0
Release : 2018
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed
Additional Links :
Advance Preparation : None.
Delivery Method : Self-Study
Intended Participants : Anyone needing Continuing Professional Education (CPE)
Revision Date : 02-Apr-2018
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - IRS Enrolled Agents - 989

Keywords : Taxes, Strategic, Planning, NonProfit, Organization, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon successful completion of this course, participants will be able to:
    • Recognize the importance of a board that is capable of achieving the organization’s goals
    • Maximize program service expenses while reducing administration and fundraising expenses
    • Create an effective marketing plan
    • Avoid the unrelated business income tax
    • Develop measurable standards to monitor the achievement of goals
Course Contents :

Chapter 1 - Strategic Planning for a Non-Profit Organization


Chapter 1 Review Questions


Tax Transcript Glossary

CPE Taxes Course: https://www.cpethink.com/non-profit-cpe
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