[Board] Fwd: ORI nonprofit tax return

[Michelle Thompson]

Thank you Steve,

Me, Keith, and Paul will all be otherwise engaged 15-20 November. If you
need my help before then, just call.

-Michelle Thompson




On Sun, Nov 12, 2023 at 11:20 AM Steve Conklin <steve at conklinhouse.com>
wrote:

> We cannot file a second extension.
>
> I'll get on the phone tomorrow, first with Dark Horse and then anywhere I
> can find someone familiar with CA nonprofits.
>
>
> On Sun, Nov 12, 2023 at 12:00 PM Steve Conklin <steve at conklinhouse.com>
> wrote:
>
>> I think we should contact the firm and explain our situation and ask them
>> what they're going to do to make this right. I can do that Monday.
>> If they don't step up with an immediate answer, I'll look for someone
>> else.
>>
>> The reason he was ideal was because when I started looking at last year's
>> returns, I couldn't reconcile the numbers in it with our actual accounts
>> for year beginning and year end. I wasn't sure whether assets somehow got
>> counted in ways I don't understand (I'm not an accountant). I think there's
>> a chance we'll have to file an amended return for 2021. I want to pay a
>> professional to do this.
>>
>> I think perhaps we can file another extension - I'll look into that
>>
>> Steve
>>
>>
>> On Sun, Nov 12, 2023 at 10:25 AM Michelle Thompson <
>> mountain.michelle at gmail.com> wrote:
>>
>>> I'm baffled. He was good the year before.
>>>
>>> We have very little time to file before the deadline (15th November) if
>>> he doesn't.
>>>
>>> We've communicated and been responsive. I hope he's OK, but the firm has
>>> a variety of accountants. We should have been assigned another one if he
>>> was incapacitated.
>>>
>>> Thoughts?
>>>
>>> Volunteers to complete the 990 "lite"?
>>>
>>> Anyone know an accountant that would take this on last minute, just in
>>> case he doesn't surface tomorrow with everything done?
>>>
>>> -Michelle
>>>
>>> On Sun, Nov 12, 2023, 07:22 Steve Conklin <steve at conklinhouse.com>
>>> wrote:
>>>
>>>> Here's email I sent to Erik three days ago, and forgot to cc the board
>>>> list
>>>>
>>>> ---------- Forwarded message ---------
>>>> From: Steve Conklin <steve at conklinhouse.com>
>>>> Date: Thu, Nov 9, 2023 at 12:04 PM
>>>> Subject: ORI nonprofit tax return
>>>> To: Erik Hegstad <erik at darkhorse.cpa>
>>>>
>>>>
>>>> Erik,
>>>>
>>>> Do you intend to prepare the tax returns for Open Research Institute?
>>>>
>>>> If not then please be up front and let me know, and I'll find another
>>>> solution. We will provide any support you need regarding access to QB.
>>>>
>>>> Thanks,
>>>>
>>>> Steve Conklin
>>>>
>>>> _______________________________________________
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>>>>
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>>>>
>>>
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