Model A Fiscal Sponsors

  • 1.  Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 00:05

    Hi Everyone - One of our members has asked me to post this anonymously…

    For all of you Model A sponsors who have had projects with employees separate/spin-out to a standalone 501(c)(3), how do you handle PTO balances that need to be paid out? Do you:

    A) Pay out the balance to the employees just as you would for any other terminated employee

    B) Transfer the balances (and accumulated vacation time) over to their new entity -- and not pay out anything to the employees (except for their last paycheck)

    C) Allow the project leader(s) to choose option A or option B

    D) Something else (please explain)

    Thanks!

    Bonus Question: Have you ever come across an instance where an employee has “purchased” additional PTO — literally written a check to the organization? (For example, if the fiscal sponsor paid out the PTO when the project departed but one or more employees wanted build their balances back up quickly.) I’ve never come across this before —and have to imagine there are good reasons why this doesn’t happen — but I’m not sure what those reasons are.



  • 2.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 00:10
    Option A. Our HR attorneys have advised that is the only way to remove any liabilities from our organization. I’ve tried to explore Option B but there is higher risk involved. I’ve never seen the bonus question happen.


  • 3.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 00:12
    Thanks @Jennifer Hoffman!


  • 4.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 13:00
    +100 Jennifer. If considering option B, definitely speak with HR attorney well versed in the state the employee works in. If even possible in their jurisdiction, it comes with higher risk and needs to be done a certain way. So. . . probably just do option A. . .


  • 5.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 13:02
    Option A for us at Southern Vision Alliance as well. I’ve also not seen the bonus question before, and would recommend to our team that we ask our attorney about it if it came up.


  • 6.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 15:37
    Option A for AMP. Maybe it’s obvious, but when we say “pay out,” the actual funds are coming from the sponsored project’s funds and not from AMP.


  • 7.  RE: Asking for a friend: Vacation balances for Model A project employees of a departing project

    Posted 05-23-2024 18:40