Not For Profit

Not-for-Profit

Non Profit Accounting & Tax Solutions

Not-for-profit financial statement development to support those who support the community

We take great pride in our community and have a great deal of respect for those dedicated to serving it. We dedicate substantial resources to helping not-for-profit organizations achieve their mission. At PDR, we understand the commitment and values that drive not-for-profit organizations, and help implement solutions that answer the unique needs of the tax-exempt sector. From not-for-profit financial statements to asset and liability accounting, our goal is to help these organizations maximize charitable tax dollars, so that they can help our community thrive.

Non Profit Wheel

PDR CPAs + Advisors Not-for-Profit Solutions:

Audit & Assurance

  • Financial statement audits
  • Reviews and compilations
  • Uniform Financial Reports (UFR)
  • Employee benefit plan audits
  • Internal audits to improve governance, risk management and management controls

Tax Planning & Compliance

  • Guidance on understanding and preparing the Federal Form 990, and how it represents your organization to donors and the public
  • Unrelated business income tax (UBIT) compliance, and comprehensive cost allocation plans that minimize the tax burden
  • Charitable trust returns
  • Compensation disclosures
  • Foreign investment reporting
  • State information returns

Consulting

  • Outsourced accounting services
  • Technology risk assessments
  • Streamlined processes to facilitate all regulatory reporting
  • Analysis of financing options
  • Review of regulatory changes to determine potential impact
  • Examination of financial and personnel resource allocations
  • Financial training for boards of directors, management and personnel
  • Presentation of financial statements at board meetings
  • Fundraising compliance for charitable organizations
  • Review of internal controls and financial management best practices
  • Long-term strategic planning insight and advice to improve business operations
  • Calculation of financial ratios and benchmarking to industry peer organizations
  • Review, compilation and preparation of financial statements
  • Executive compensation strategies

Interested in our services?

At PDR CPAs, we leverage our 40+ years of industry expertise to help you keep your finances strong and your business moving forward.

Let’s Talk