Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
NONPROFIT ORGANIZATIONS
Protect Your Organization + Keep the Focus on Your Mission
Your organization exists to serve a mission. But fulfilling that mission also means managing financial reporting, tax filings, funding requirements, internal controls, board oversight, and regulatory obligations.
When resources are limited, these responsibilities can take valuable time away from the work your organization was created to do. And inaccurate reporting, missed filings, weak financial controls, or unresolved accounting issues can put funding, compliance, and stakeholder confidence at risk.
We help nonprofit organizations maintain reliable financial information, meet tax and reporting requirements, strengthen financial processes, and give leadership and boards a clearer understanding of the organization’s financial position.
Whether you’re managing restricted funding, preparing for an audit, completing Form 990, evaluating internal controls, planning a budget, or navigating organizational growth, we help you understand what requires attention and address it before it becomes a larger issue.
50
years
EST. 1976
50
years
EST. 1976
NONPROFIT ORGANIZATIONS
Protect Your Organization + Keep the Focus on Your Mission
Your organization exists to serve a mission. But fulfilling that mission also means managing financial reporting, tax filings, funding requirements, internal controls, board oversight, and regulatory obligations.
When resources are limited, these responsibilities can take valuable time away from the work your organization was created to do. And inaccurate reporting, missed filings, weak financial controls, or unresolved accounting issues can put funding, compliance, and stakeholder confidence at risk.
We help nonprofit organizations maintain reliable financial information, meet tax and reporting requirements, strengthen financial processes, and give leadership and boards a clearer understanding of the organization’s financial position.
Whether you’re managing restricted funding, preparing for an audit, completing Form 990, evaluating internal controls, planning a budget, or navigating organizational growth, we help you understand what requires attention and address it before it becomes a larger issue.
The goal: Maintain compliance + strengthen financial oversight + protect resources + stay focused on your mission.
We view ourselves as an extension of your team, helping create the financial foundation that allows your organization to focus on its mission. When our nonprofit clients achieve their goals, increase their impact, and strengthen their communities, we consider that a shared success.
The goal:
Maintain Compliance
Strengthen Financial Oversight
Protect Resources
Stay Focused On Your Mission.
For 50 years, we have helped families make informed decisions through life’s important financial milestones. We take the time to understand each client’s unique goals and work closely with attorneys, wealth advisors, bankers, and other trusted professionals to create coordinated strategies that support wealth preservation, family legacy, and future generations.
Let’s Talk About
Your Organization
How We Help Nonprofit Organizations
Audit + Assurance
Meet financial statement and funding requirements with audits, reviews, compilations, and other assurance services appropriate to your organization's needs.
Tax Compliance + Form 990
Prepare federal and applicable state filings, address unrelated business income and other tax considerations, and help the organization maintain its tax reporting obligations.
Financial Reporting + Accounting
Develop accurate, timely financial information that helps leadership and the board understand financial position, operating results, cash flow, and available resources.
Restricted Funds + Grant Reporting
Account for donor restrictions and grant requirements and maintain financial information needed to support reporting to funders and other stakeholders.
Internal Controls + Financial Processes
Evaluate financial processes and controls to help safeguard organizational resources, improve accountability, and reduce the risk of errors or inappropriate activity.
Budgeting + Financial Planning
Use budgets, forecasts, and financial analysis to understand resource needs, evaluate priorities, and make informed decisions about programs and operations.
Services for Nonprofit Organizations
Advisory
When you’re running a business or managing significant financial decisions, it can be difficult to know which move to make next. We help you understand your options, improve profitability, plan for growth, and prepare for major transitions—so you can make decisions today that support where you want to be tomorrow.
Tax Planning & Compliance
Tax decisions made throughout the year can affect how much you ultimately owe. We help you plan ahead, stay current with changing tax rules, and identify opportunities to reduce your tax burden—so you can avoid surprises and keep more of what you’ve earned.
Assurance
When others rely on your financial statements, you need to know the information is reliable and meets their requirements. We help you get the right level of assurance, meet reporting obligations, and identify issues that may need attention—so you can reduce risk and move forward with greater confidence.
Frequently Asked Questions
What tax filings are required for nonprofit organizations?
Most tax-exempt organizations are required to file an annual Form 990, Form 990-EZ, or Form 990-N with the IRS. Additional state filings and reporting requirements may also apply depending on the organization’s activities and location.
Does every nonprofit need an audit?
No. Whether an audit is required can depend on state law, the amount and type of funding received, grant or contract requirements, lender requirements, organizational bylaws, or board policies. Some organizations may require a review, compilation, or other service rather than a financial statement audit. Determining the requirement before year-end can make the process more efficient.
What is Form 990 and which nonprofits must file it?
Form 990 is an IRS information return used by many tax-exempt organizations to report financial, governance, compensation, program, and other information.
The specific form and filing requirements depend on factors including the organization’s tax-exempt status and financial activity. Certain organizations are exempt from filing, while others may qualify to file a shorter version of the return.
What happens if a nonprofit fails to file Form 990?
Failure to file a required return can result in penalties. An organization that fails to file a required Form 990-series return or notice for three consecutive years generally faces automatic revocation of its federal tax-exempt status.
That makes timely filing more than an administrative task—it can be important to protecting the organization’s tax-exempt status.
How should a nonprofit account for donor-restricted contributions?
Contributions with donor-imposed restrictions must be identified and accounted for appropriately. Organizations should maintain records that allow them to track restricted resources and demonstrate that funds are being used consistently with donor requirements. Clear tracking also helps leadership and the board distinguish resources available for general operations from funds designated for specific purposes.