|Who am I?
|SERVICES & EXPERTISE
|My passion is for organizations working in the areas of social and economic justice and personal and
environmental sustainability. I definitely have a point of view, and am deeply concerned about maintaining and
increasing the effectiveness of the groups I support. Their voices are vital in our future. I do this work because I
care about it. Fall 2014: I seek a suitable ongoing position in San Francisco, so I am looking; until
otherwise committed (which can take a while!) I am available for any size engagement, and I expect to continue to
review Forms 990 for ongoing clients and provide advice and counsel as time allows (I have flexed the amount of my
self employment activity up and down alongside actual employment since 1984.)
Organization of this page: Current Status / General Overview of What I Do and Think I Know / Bio
(and at the very bottom are links to my periodically updated, though not ever *quite* current:
C.V., summary of consulting engagements, and list of formal public presentations).
Be clear: the opinions on this page are mine and mine alone, as are any errors or slanders :-)
In all of my work, my emphasis is on training and capacity building and plain language explanations for
managers, directors and officers. Tax, compliance and accounting topics intimidate many people. Valuable
information can be obscure. This weakens our sector. I want to make it accessible. I have handled engagements
ranging from one hour to nearly half-time for eighteen months or more (list is linked below).
|My overarching passion is to make financial
information accessible to nonprofit managers, boards
I also thrive on spotting the differences between
GAAP and TAX and working to get organizations on
top of these issues so they don't end up being
ambushed by unforeseen results in one or the other
arena depending on how any transaction is structured
I received my B.A. from Antioch College in Yellow
Springs, Ohio in 1977, and my M.B.A. from the
University of Portland in 1984.
From 1987 to 1992, I directed the Financial
Management Training Program of The Youth Project,
a grant making public charity working nationally to
support grassroots community organizations.
Through this program, I provided technical assistance
and advice on financial management and tax
compliance issues to over one hundred very small,
grassroots, community organizing and issue advocacy
From 1990 to 1995, I was CFO of the Association for
Portland Progress, then a sophisticated business
league with an affiliated public charity operating on a
combined six million dollar budget to preserve the
successful dynamics of downtown Portland, Oregon.
From 1996 to 2004, I worked as a nonprofit specialist
(senior paralegal) for Silk, Adler & Colvin (now Adler &
Colvin), a premier San Francisco law firm providing
tax and corporate counsel to a wide variety of
From June 2007 through July 2009 I was Director of
Client Services for Leventhal Kline Management, Inc.,
a small philanthropic advisory services (nonprofit back
office management) firm in the Bay Area.
Continuously since 1984, I have maintained a private
practice providing advice and training to nonprofits
(and a few small businesses) on financial and tax
My favorite compliment on an evaluation form after a
workshop is "I expected to be bored and I wasn't."
|I was honored to present for the annual AICPA Not-for-
Profit Industry Conference held in Washington DC in June,
every year from 2002 through 2012 - eleven consecutive
years! I was deeply honored to spend eight years on the
planning committee, the final two as "tax-lead" (sort of co-
chair for tax, along side the every engaging and
charismatic Bob Mims who was overall conference Chair).
I learned much from this experience - and the group of
smart colleagues; it helped me to refine my workshop
I have presented three times, and was on the planning
committee once (2004) for the annual AICPA Not for Profit
Financial Executive Forum held in November on the West
Coast (moving from San Francisco to Anaheim in 2009).
In 2004 I spoke on GAAP v. TAX issues, participated in two
panels at the 2006 conference, one on policies &
procedures and the second on Challenges Facing CFOs; I
co-presented a session on the management practicalities
and recordkeeping & reporting issues of tandem
organizations ((c)(3)/(c)(4,56)) at the 2007 conference.
I have also twice presented professional seminars for the
San Francisco Chapter of the Not-for-Profit Interest Group
of the California Society of CPAs, three times for the
annual statewide Oregon Society of CPAs Not-for-Profit
Conference held in the Spring, and twice for the New York
State Society of CPAs' annual Exempt Organizations
Conference in December.
My CPA Society seminar topics have covered a range of
public policy advocacy issues, public charity status and the
public support tests, grey areas in ethics, and GAAP vs.
Tax issues in nonprofit accounting.
In 1990 (revised in 1992) I wrote and self-published
Managing for Change: A Common Sense Guide to
Evaluating Financial Management Health for
Grassroots Organizations, and I wrote a chapter entitled
“Navigating The Tax Implications of Earned Income” in
Andy Robinson’s Selling Social Change (Without Selling
Out), Jossey-Bass, 2002. An earlier draft of that chapter
is on the Downloads page of this site.
For specific details, you may want to see my C.V.
(résumé) and/or a summary list of my consulting
engagements (which shows all my clients, location, type
of organization, and what I do/did for them). For my work
as a trainer [which seems to have slowed down; perhaps
the grumpy old man is showing? ;^} ], I have compiled a list
of my formal public presentations, (for the most part
not including presentations tailored for a single
organization or network, and certainly not when there
is/was controversy that I was helping to defang).