Mission Critical
Non-profit organizations face the same challenges as any business – making the best use of available resources, growing to support more services, remaining financially viable and providing accountability. We understand that to a non-profit organization, nothing is more important than your mission. We will help manage your money better so more of it goes towards accomplishing your organization’s goals and objectives.
Providing Transparency
The compliance burden imposed on non-profit organizations has never been greater. Since it’s available at the click of a mouse, the Form 990 has become a primary source of information for regulators, the press, and the public. It provides extensive detail on your programs and operations, compensation practices, and governance policies.
Whether you’re a 501(c)3 organization, a trade and professional association, a small social club, or a religious institution, our non-profit services include:
- Structuring the operations of new organizations to qualify for tax-exempt status.
- Applying for recognition of tax-exempt status.
- Planning and consulting regarding Unrelated Business Income Tax (UBIT).
- Planning and consulting regarding potential excess benefit transactions.
- Private foundation excise taxes (net investment income, annual distribution requirements, self-dealing, jeopardizing investments, excess business holdings and taxable expenditures).
- Assisting with all non-profit compliance services, including preparation of Form 990, Form 990-PF, Form 990-T, etc.