Anna Baumgardner
Contact Information
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
Get to know your advisor.
- Ask me about my most recent blog
- My philosophy is: Leave no regrets for things you didn't do, and no excuse for lack of trying. Send it.
Articles & Insights by Anna
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.
Read Article
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.
Read Article
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.
Read Article
November 25, 2024
IRS Releases 2025 Rate Adjustments
For the 2025 tax year, the IRS has released the standard deductions, marginal tax rates, and related common-use figures adjusted for inflation.
Read Article
October 23, 2024
Why You Need Financial Reports More Than Once Per Year
When faced with the phrase “financial reports,” most business owners think of year-end statements presented to owners and shareholders, summarizing how the business performed over the last year. But a proactive business owner needs to get a pulse on operating results more than once per year, in order to make effective decisions during the year. You need interim financial statements.
Read ArticleReady to work with our team?
Contact us today to learn how our experts can help your business succeed.