Accountable Reimbursement Plan for Nonprofits and Private Foundations
$14.99
Downloadable, editable Microsoft Word document.
This policy is for internal use and establishes an Accountable Reimbursement Plan under Internal Revenue Code 62(c).
The purpose is to ensure that Directors, Officers, Trustees, Employees and Volunteers of your Organization are reimbursed for expenses incurred while carrying out its charitable purposes.
Description
Description
This Accountable Reimbursement Plan includes the following sections:
- Covered Individuals
- Covered Expenses
- Substantiation Requirements
- Return of Excess Advances
- Tax Treatment
- Compliance
- Record keeping
- Board Approval
This Plan also includes an Expense Reimbursement Worksheet and includes the following sections:
- Name and Position/Role
- Expense Details
- Mileage Reimbursement
- Certification by Requestor
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