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

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At PDR CPAs, we leverage our 48+ years of industry expertise to help you keep your finances strong and your business moving forward.

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