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.

PDR CPAs + Advisors Not-for-Profit Solutions:
Audit and 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 and 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
Newsletter Sign-Up
Sign up for industry accounting and tax tips below
