As a specialty provider to the non-profit industry, we believe our expertise with non-profit organizations allow us to deliver value that can best be provided by those who work with non-profit organizations day in and day out. Your team members will have extensive non-profit experience and expertise and will be a valuable resource to you in many aspects of managing your non-profit organization. We encourage you to contact us to discuss your needs and how we might be of service.
Does your form 990 or 990-EZ tell your story, your accomplishments, your outcomes, who you are and what you do. An often requested form with grant applications and accessible with a few clicks of the mouse, a properly crafted 990 should support your organization's overall fundraising efforts. There are three types of 990's, which one are you required to file or should you file? Many organizations that are only required to file the 990-N or 990-EZ choose to file the 990, why and what benefits does that offer? Let us help you answer these questions and more.
Audits, reviews and compilations generally represent the three types of reports on financial statements CPA's can provide. What's the difference and which is best for your organization? Are there differences in cost? Which type of report do foundations and other funders want to see? We're required to have an audit under Government Auditing Standards or the Uniform Guidance (formerly known as an A-133 audit), how are those different and do they typically cost more? These are just a few of the questions we can help you answer.
How do we form a non-profit organization and what are the first steps? How do we get tax-exempt status? What kind of non-profit organization should we form and what does it cost? When can we start to accept contributions, have fundraising events or begin programming activities? What about a board of directors? These are just a few of the questions we often get regarding forming a non-profit organization. Let us help you make take the right steps and guide you through the process.
There are numerous types of tax-exempt organizations under section 501(C) of the Internal Revenue Code. Should you apply as a charitable organization under section 501(C)(3) or under another section? If you are applying as a 501(C)(3) can you use the EZ form or must you use the long form? How long will it take to get your tax-exempt status from the IRS? In addition to the application, what else do you need to provide? What happens if your application is rejected? What are some of the common pitfalls in the application process? You need your tax-exempt status ASAP, can you jump to the head of the line? These are just a few of the many questions we hear when discussing application for tax-exempt status. If you have these same questions or others, let us provide you with answers.
Accounting and bookkeeping for non-profit organizations is unique to that of other types of organizations. Contributions, grants, allocating costs to various programs, administration and fundraising functions, restricted net assets, just to name a few of the many areas only non-profit organizations need to consider. We have been assisting non-profit organizations with their accounting and bookkeeping needs for many years. Whether it be performing the accounting or bookkeeping function, assisting with the monthly or annual close and the production of financial statements, helping set up the chart of accounts, or simply providing training and being a resource to your staff. Contact us to see how we can help you solve your accounting and bookkeeping needs.
What types of non-profit organizations can conduct raffles in Ohio? How often can a raffle be conducted and are their restrictions on the proceeds? We want to have a casino night, is that considered gaming? Can we have a fundraiser that involves gambling and if so how often? What does Ohio consider gaming? I heard you cannot raffle off alcohol in Ohio, is that true and are their other restrictions?
The rules on conducting raffles and charitable gaming activities in Ohio can be confusing and difficult to understand, but can be essential components of successful fundraising efforts. Yet there can be serious consequences to violating the statutes and regulations surrounding these activities. If you have questions pertaining to raffles and charitable gaming in Ohio, we can help.
What policies and procedures should you establish to help ensure all proceeds collected at special events is properly accounted for, secured, recorded and deposited into your bank account? Whether it be auctions, raffles, ticket sales, merchandise sales or participation fees, special events present unique challenges to ensure you have the optimal policies and procedures in place to prevent or detect fraud. Let us consult with you on your policies and procedures and together we can determine if you have best practices in place at your event.
Every state has their own unique statutes and requirements on soliciting, operating and conducting fundraising activities. Do you need to register with a state, file an annual information return or meet any other state requirements? Let us help you stay compliant in each state you solicit, operate or conduct fundraising activities in.
• Private foundations and form 990-PF
• Governance training in relation to the ORC and fiduciary duties
Special events and-
• Consulting and advisory services on governance, management, policies, and procedures
• IRS and Ohio Attorney General representation
• Non-profit mergers and dissolutions
• Non-profit software evaluation
• Activity analysis with regard to unrelated business income and tax
• Employee vs. independent contractor analysis
• Fiscal sponsorship and agency arrangements
• Lobbying activities
• And more….