FASB ISSUES NEW GUIDANCE
ON NOT-FOR-PROFIT FINANCIAL REPORTING
Norwalk, CT, August
18, 2016—The Financial Accounting Standards Board (FASB) today issued
an Accounting Standards Update (ASU) that simplifies and improves how a
not-for-profit organization classifies its net assets, as well as the
information it presents in financial statements and notes about its liquidity,
financial performance, and cash flows.
"While the current not-for-profit
financial reporting model held up well for more than 20 years, stakeholders
expressed concerns about the complexity, insufficient transparency, and limited
usefulness of certain aspects of the model," said FASB Chair Russell G. Golden.
"The new guidance simplifies and improves the face of the financial
statements and enhances the disclosures in the notes—which will enable
not-for-profits to better communicate their financial performance and condition
to their stakeholders while also reducing certain costs and complexities in
preparing their financial statements," Mr. Golden added.
The ASU requires
improved presentation and disclosures to help not-for-profits provide more
relevant information about their resources (and the changes in those resources)
to donors, grantors, creditors, and other users.
These include
qualitative and quantitative requirements in the following areas:
- Net Asset Classes
- Investment Return
- Expenses
- Liquidity and Availability of Resources
- Presentation of Operating Cash Flows.
Throughout the project, the
FASB conducted extensive outreach with diverse groups of stakeholders, and
received more than 260 comment letters on the 2015 Exposure Draft.
Outreach included three roundtables with more than 35 representatives including
users, preparers, and auditors; 10 workshops and fieldwork meetings with
preparers of various types and sizes; 12 meetings with the FASB's Not-For-Profit
Advisory Committee; 10 meetings with the FASB's Not-For-Profit Project Resource
Group comprising more than 20 users, preparers, auditors, and academics; 25
meetings with not-for-profit industry representative groups; and other meetings
with more than 60 stakeholders.
Not-for-profit organizations that will
be affected include charities, foundations, colleges and universities, health
care providers, religious organizations, trade associations, and cultural
institutions, among others.
The amendments in the standard are effective
for annual financial statements issued for fiscal years beginning after December
15, 2017, and for interim periods within fiscal years beginning after December
15, 2018. Application to interim financial statements is permitted but not
required in the initial year of application. Early application of the amendments
in this Update is permitted.
On September 13, 2016, the FASB will host
IN FOCUS: FASB Accounting Standards Update on Not-for-Profit Financial
Statements, a live webcast taking place from 1:00 to 2:15 p.m. EDT. The
webcast will feature FASB Member Larry
Smith discussing the ASU with FASB staff and answering questions submitted
by viewers. Live broadcast viewers will be eligible for up to 1.5 hours of CPE
credit. For more information or to register for the event, click here.
Further information about the
ASU—including a FASB
in Focus overview, a FASB:
Understanding Costs and Benefits document, and a video entitled
Why a New Not-for-Profit Financial Reporting
Standard?
is available at www.fasb.org.
About the Financial Accounting
Standards Board
Established in 1973, the FASB is the
independent, private-sector, not-for-profit organization based in Norwalk,
Connecticut, that establishes financial accounting and reporting standards for
public and private companies and not-for-profit organizations that follow
Generally Accepted Accounting Principles (GAAP). The FASB is recognized by the
Securities and Exchange Commission as the designated accounting standard setter
for public companies. FASB standards are recognized as authoritative by many
other organizations, including state Boards of Accountancy and the American
Institute of CPAs (AICPA). The FASB develops and issues financial accounting
standards through a transparent and inclusive process intended to promote
financial reporting that provides useful information to investors and others who
use financial reports. The Financial Accounting Foundation (FAF) supports and
oversees the FASB. For more information, visit http://www.fasb.org/.