Non-Profit Organization Setup & Support

Starting and maintaining a non-profit organization involves navigating complex IRS regulations and ongoing state compliance requirements. We assist charitable, religious, and community organizations in obtaining and maintaining their tax-exempt status. Our goal is to handle the financial and tax details so you can focus on your organization’s mission.

Full-Service Compliance and Reporting

We help you establish and maintain your 501(c)(3) status by managing the required IRS filings and reporting. Our services are designed to help your organization remain compliant with federal and state laws, providing the professional standing necessary to pursue grants and fundraising.

Our Core Non-Profit Services Include:

• Tax Filings: Preparation and filing of IRS Form 990 and 990-T.
• Financial Oversight: Review and compilation of financial statements tailored for non-profit standards.
• System Design: Setup and maintenance of accounting systems specifically for non-profit tracking.
• Payroll Support: Payroll preparation and payroll tax deposits for your staff.
• Training: Educational support for accounting personnel and board members on financial best practices.

IRS-Required Financial Reporting

To retain tax-exempt status, the IRS requires specific reporting formats. We help you meet these requirements by preparing the following specialized statements:

• Statement of Functional Expenses: Allocating costs between program services, fundraising, and administrative operations.
• Income Statement: Categorizing revenue and expenses into IRS-compliant groups like donations, grants, and program fees.
• Balance Sheet: Providing a snapshot of cash, receivables, and payables.
• Program Expense Reports: Detailing costs for specific seminars, outreach, or individual programs.
• Revenue Support Schedules: Providing the necessary detail on sources of income, including membership dues and investments.

501(c)(3) Application and Startup Assistance

If you are launching a new non-profit, we can prepare your IRS Form 1023 application for tax-exempt status and guide you through the setup process. This technical support includes:

• Governance Documents: Drafting Articles of Incorporation with required IRS provisions and creating Bylaws.
• Initial Filings: Obtaining your Employer Identification Number (EIN) and submitting the IRS processing fees.
• Financial Forecasting: Preparing initial financial projections and setting up your first accounting systems.
• Organizational Support: Assistance in organizing board member resumes, membership lists, asset inventories, and mission statements.

Specialized Support for Churches

Churches and religious organizations face unique tax challenges, particularly regarding the dual tax status of ministers. We provide the specialized documentation required for:

• Housing Allowances: Proper documentation and reporting of pastoral housing allowances.
• Benefit Reporting: Ensuring clergy benefits are handled according to current tax code.
• Financial Compliance: Oversight of church financial activity to help maintain tax-exempt standing.

Professional Support for Your Mission

Whether you are starting a non-profit or seeking to maintain your current compliance, we act as a technical partner for your organization. We handle the paperwork and IRS interactions so you can focus on the work that matters to your community.