Not-for-Profit Services

Not-for-profit organizations have unprecedented regulations and restrictions that now govern how they fund their programs, structure their organizations and execute their missions and strategic plans. Your team needs a CPA firm that knows the non-profit organizations inside-out and can serve as a strong technical resource while helping your team maintain its focus on your organization's mission.

We provide Not-for-Profit services to our non-profit clients. We are the experts to IRC Section 501(c)(3), as well as Form 990 tax filings, exemption qualifications and public charity status. Our Not-for-Profit services include:

  • Financial and compliance compilations and reviews.
  • Application for Recognition of Exemption Under Section 501(c)(3)
  • Form 990 and tax planning and return preparation, as well as other tax filings
  • Internal control evaluations
  • Matters related to bond assurance and financing
  • GAAP for non-profit contributions, endowment funds, reporting of restricted assets
  • Organizational structure, governance matters, development and implementation of strategic policies
  • Implementation and compliance with Uniform Prudent Management of Institutional Funds Act (UPMIFA)
  • Compensation and benefits analysis to ensure no private enurements
  • Representation of not-for-profit organizations with IRS audits
  • Review of revenue sources for unrelated business income
  • Continuation of exemption qualification and public charity status

We offer a free initial consultation for Not-for-Profit Services. Call us today at 360-786-9515 to schedule a mutually convenient time to meet.

 

 

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