Not-for-Profits

Service Strategy - Just because your core mission as a not-for-profit organization is to serve a greater good, that does not make your bottom line any less important ... or any less complex. In fact, to maximize stewardship to those who are depending upon you, your tax-exempt organization typically requires complex operations that demand accurate, meaningful and timely financial and management information.

PKF California brings its respected local, national and international presence as accountants and business advisers to the not-for-profit world in a trio of core services:

  • Tax planning - Minimizing taxation challenges so you can maximize service opportunities
  • Auditing - Helping you meet accounting, auditing and reporting requirements
  • Business development - Helping you operate like a for-profit business so you can best fulfill your not-for-profit mission

Not-for-Profit Services

Tax Planning
Auditing
  • Form 990/Form 990-PF tax filings
  • Tax-exempt status support
  • 501(c)(7) and 501(c)(3) tax compliance
  • UBI minimization
  • Donor/recipient transaction structures
  • Avoiding self-dealing, undistributed income, excess business holdings, jeopardizing investments, taxable expenditures and excess benefit transactions
  • Property tax support, including welfare exemption management
  • Tax consequences for foreign nationals and other international issues
  • Nexus studies for state filing requirements
  • Internal audits to identify self-correctable exposures prior to Federal or state audits
  • Ability to perform OMB Circular A-133 single audits 
Business Development
  • Executive incentive and deferred compensation plans
  • Policies, procedures, process and operation reviews and recommendations
  • Cost control reviews
 

Who We Serve: 

Not-for-profit and tax-exempt organizations seeking support for:
   
  • Tax planning, auditing and business development
  • Applying for-profit business strategies to non-profit stewardship goals

 

PKF - California

To learn more