Not-for-Profit Organizations today face unique business and financial challenges. From declining federal and state grant funding to increased oversight from regulatory and tax authorities, including greater compliance requirements, effectively managing a not-for-profit is more complex than ever before.
Financial Assurance
- Financial Statement Audits; Single and Grant
- Quarterly/Monthly Reviews and Compilations
- Performance Audits
- Budget Review and Development
- Agreed Upon Procedures
- Internal Control Reviews
Tax Preparation, Filings and Registrations including: Federal Forms 990, 990-T, 990-PF;
Tax compliance including IRS and state audit examination representation
1023 Application for Recognition of Exemption for new organizations
State Charity Registration and Annual Filings
Unrelated Business Income Analysis
Intermediate Sanctions/Compensation
- Outsourced accounting services
- Accounting system implementation
- QuickBooks and Intacct services
- Accounting business process review
- Accounting policies and procedures
- Information Technology/Computer consulting
- Human Resources- operational processes, recruitment efforts and compliance with employment laws
Types of Not For Profit Clients We Serve
- Private Foundations
- Performing Arts Centers
- Museums
- Healthcare Entities, such as:
- Healthcare Centers
- Mental Health Centers
- Hospices
- Organ, Tissue and Blood Donation Centers
- Private Educational Institutions
- Social Welfare Organizations
- Professional Associations
- Housing