NONPROFIT
Fiscal Management Guidance for Mission-Driven Organizations
Serving nonprofits for over 25 years in accounting, tax, and regulatory compliance
As we engage in a comprehensive suite of compliance services, our nonprofit clients look to us to provide:
Specialized nonprofit accounting & audit expertise to meet compliance requirements
Fiscal management guidance for organizational excellence
Consulting value to run a better organization
Specialized Tax Guidance to meet regulatory requirements
Assurance and guidance to the board and to donors
Specialized services, guidance, and strategy for Affordable Housing stakeholders
Our Services
Financial and Consulting
- Audits, reviews, and compilations of financial statements.
- Single audits under OMB Circular A‐133 and the Uniform Guidance.
- Preparation of federal and state information/tax returns.
- Employee benefit plan audits.
- Assistance with development and documentation of accounting policies and procedures.
- Board training and development and retreat facilitation.
- Staff training and development.
- Strategic planning.
Helpful Links
Nonprofit Startups
- Exemption requirements – 501(c)(3) Organizations (IRS)
- Lifecycle of an Exempt Organization (IRS)
- Application for Recognition of Exemption (IRS)
- Exempt Organizations – Required Filings (IRS)
- Starting or Closing a Charity in Oregon (Oregon DOJ)
- Registering a New Charity (Oregon DOJ)
- Charitable Contributions – Written Acknowledgements (IRS)
Informational Returns: IRS Form 990 & Oregon Form CT-12
- Exempt Organizations – Required Filings (IRS)
- Form 990: Return Due Dates for Exempt Organizations (IRS)
- Oregon Form CT-12 Information
- GuideStar: Access to Public Inspection Copies of Form 990
- Instructions for IRS Form 990 Return of Organization Exempt from Income Tax
Audit and Assurance Services
Financial Reporting & Internal Controls
- Financial Control Recommendations for Nonprofits (Oregon DOJ)
- Not-for-Profit Financial Accounting and Reporting Resources (AICPA)
- FASB Not-For-Profit Financial Reporting
