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Onboarding Session and Slides

The onboarding process is designed to ensure that all fiscally sponsored programs understand the structure, policies, and expectations required to maintain a successful partnership with NOPI.

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Recorded June 2025 | Transcript & Notes

 

NOPI Onboarding Summary

The NOPI Onboarding process is designed to ensure that all fiscally sponsored programs understand the structure, policies, and expectations required to maintain a successful partnership with NOPI. Below are the key components of the onboarding process:

1. Fiscal Sponsorship Overview

NOPI operates as a Model A, Model C, and Model F Fiscal Sponsor. These various models allow programs to focus on their mission without needing to establish their own nonprofit status and/or infrastructure. NOPI handles many administrative tasks, including compliance, financial reporting, and donation processing.

2. Financial Policies and Fundraising Requirements

Programs are required to meet specific fundraising thresholds to maintain sponsorship:

  • Minimum Admin Cost Share: $1,200 annually ($100 per month) or fundraise at least $12,000 per year to waive the monthly minimum.
  • Donation Processing: NOPI manages donation processing, ensuring that all contributions are acknowledged and allocated correctly. Programs must submit any necessary documentation for larger gifts or grants.

3. Financial Management and Reporting

NOPI emphasizes transparency and accuracy in financial reporting:

  • Expense Reporting: Programs must submit an accounting code and receipts for expenses, and there is a policy of no more than five missing or delayed receipts.
  • Negative Balances: Programs are responsible for covering any negative balances through contributions or additional fundraising.

4. Fund Access and Payroll Procedures

Programs must request funds for bill payments at least 15 business days in advance to ensure smooth disbursement. Additionally, programs are responsible for submitting payroll requests in a timely manner to avoid delays in staff and contractor payments.

5. Program Operations and Communications

All sponsored programs must operate in line with the mission and goals stated in their sponsorship agreement. Additionally, any external communications, such as social media or press releases, must follow NOPI’s Communications Policy to ensure consistent messaging and compliance with nonprofit regulations.

6. Compliance and Termination

NOPI reserves the right to terminate sponsorship for programs that fail to meet their financial or operational requirements, including non-compliance with fundraising thresholds or IRS regulations. Regular compliance checks and an annual review process are in place to monitor performance and ensure all programs adhere to these guidelines.

Conclusion

The onboarding process provides programs with a clear understanding of NOPI’s expectations and the resources available to help them succeed. By following the guidelines set during onboarding, fiscally sponsored programs can focus on their mission while NOPI handles administrative, financial, and compliance matters.

Questions or Concerns?

For any questions or additional guidance, programs are encouraged to come by our weekly open office hours (OOH), email us, and utilize the NOPI Knowledge Base for support.