Non-Profit Organizations

We can help you set up and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to file a Form 990 and related schedules, which includes the following items.

1. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

2. Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

3. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

4. Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

5. Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status.

Here's what we can do for you...

• Audit, review, or compile your financial statements

• Design, install, and maintain your accounting system

• Payroll processing and payroll tax preparation

• Provide training for your accounting personnel

• Complete and file your non-profit status application

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