Anna Baumgardner

About Anna

Anna Baumgardner joined the Aldridge Borden - OneSource team in 2023, drawn by its friendly, supportive culture and ample growth opportunities. As an advisor, she assists non-profits in maintaining reliable financials and provides essential advisory services. Anna's passion for working with people who believe in their missions and value collaboration keeps her motivated. She loves her clients' friendly personalities and enjoys collaboratively building their organizations. Her team consists of amazing, can-do individuals who excel at solving problems and sharing life and business hacks, making work an enriching experience.

Outside of work, Anna spends time outdoors with her family and dogs or dabbles in photography. Her daily essentials include her pets, getting outside, exercise, and music. Anna is passionate about finding things that bring joy and understanding the "why" behind how things work. If she weren't an accountant, she might be a ghostwriter, cowpunch, or photographer.

Education

Master’s in Accountancy from the University of Texas at Arlington

Professional Affiliations

Member of the American Institute of Certified Public Accountants (AICPA)
Member of the Texas Society of CPAs

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Articles & Insights by Anna

April 22, 2025

The 411 On Your Form 990

In the midst of planning fundraisers and campaigns, searching for expansion opportunities, managing internal staffing, and tracking expenses, the Form 990 is often an afterthought only considered when a potential grantor or lender requests a copy of your most recent 990. In this article, we’ll discuss some of the most frequent questions and points of confusion surrounding this informational filing.

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March 26, 2025

Accounting for Nonprofit Memberships

Nonprofit organization memberships are becoming increasingly common, often implemented for their humanitarian benefits. In this article, we break down the details of accounting for memberships for a nonprofit organization.

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March 26, 2025

When and How to Issue Donation Acknowledgements in Your Nonprofit

Once a nonprofit organization receives gifts and contributions, the communication with donors does not stop there! Donors contributing money of any amount appreciate an acknowledgement and “thank you,” but some contributions are required by IRS regulations to be formally acknowledged by a receipt. The donor then includes those receipts as part of their charitable contribution documentation when filing their annual tax return. Without the receipt, the donor cannot prove that they made donations to a qualified charitable organization during the year. In this article, we’ll discuss when and how you should be issuing donation and gift acknowledgements and receipts.

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March 26, 2025

Nonprofit Accounting: Determining Restricted vs Unrestricted Funds

Contributions fall into two categories: those with donor restrictions, and those without donor restrictions. Contributions with donor restrictions are designated by the donor for specific projects or purposes other than general use. Any use of the funds outside of the donor’s specifications may cause the nonprofit to be legally obligated to return the funds to the donor.

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