We have a team of professionals with extensive experience serving not-for-profit organizations. Our professionals understand that each not-for-profit organization is unique. Our goal is to provide you with timely and cost-efficient services tailored to your needs. Our ability to bring our understanding of the best practices in operational effectiveness and pro-active guidance to your organization is the key to our success. Whether your organization is challenged by the various regulatory hurdles faced by not-for-profit entities or requires other advisory services, we can help address your challenges.

We are here to help our not-for-profit clients manage and optimize resources, report funding sources and patterns in clear and accurate ways, and help navigate any regulatory or organizational issues. Our team will work with you to instill confidence through financial statement audits and other assurance services, align your resources, enhance governance activities, and foster housing and economic development. We are ready to apply our technical knowledge and expertise to best serve your organization.

KEY CONTACT

Jim Rotherham Headshot [130]

Jim Rotherham
Not-for-Profit Industry Leader
jrotherham@squarmilner.com

We’ll support you as you support those in need.

The types of not-for-profit organizations we serve include:

Colleges and Universities Icon

Colleges & Universities

Primary Vocational School

Private Primary & Vocation Schools

Hospitals and Nursing Facilites

Hospitals & Nursing Facilities

Community Organization Icon

Community Organizations

Religious Organizations Icon

Religious Organizations

Environmental Protection Program

Environmental Organizations

Our Not-for-Profit Services

Not For Profit | Young hands cultivating a plant

AUDIT & ATTESTATION

  • Financial statement audits
  • Fraud audits
  • Agreed upon procedures
  • Benefit plan audits
  • Performance audits
  • Single audits pursuant to OMB Uniform Guidance (formerly Circular A-133)
  • New markets tax credit

TAX

  • Form 990 and 990-T preparation
  • Form 990-PF preparation
  • Joint ventures and for profit subsidiaries
  • Applications for tax exempt status
  • Cost allocations
  • Excise tax calculation and planning
  • Private inurement/excess benefits analysis

ADVISORY

  • Internal control improvement services
  • Organization process improvements
  • Risk assessments
  • System reviews
  • Guidance on governance requirements
  • Operational and fundraising guidance
  • Plans for mergers and reorganizations

CONSULTING

  • Operate and manage business
  • Forensic accounting
  • Expand business operations
  • Act as CEO/COO/CFO
  • Management services outsourcing
Not For Profit | Volunteer feeding the homeless
Our Not-for-Profit industry experts are here to help
you fortify your business.

Not-For-Profit Insights

Main Street Loan Program Expanded for Nonprofits
COVID-19 Insights

Main Street Loan Program Expanded for Nonprofits

On Friday, July 17, 2020, the Federal Reserve Board announced the expansion of the Main Street Lending Program to provide…
Tax-exempt organizations receive UBTI reporting guidance
Charter Schools

Tax-exempt organizations receive UBTI reporting guidance

On April 24, 2020 the Internal Revenue Service (IRS) announced the issuance of proposed regulations regarding tax-exempt organizations and their…
CARES Act Provides COVID-19 Impact Relief for Nonprofits
CARES Act

CARES Act Provides COVID-19 Impact Relief for Nonprofits

On March 27, 2020, the House passed and the president signed the $2.2 trillion Coronavirus Aid, Relief, and Economic Security…
COVID-19 Relief Funds for Not-for-Profit Organizations
COVID-19 Insights

COVID-19 Relief Funds for Not-for-Profit Organizations

As not-for-profit organizations struggle to react to COVID-19, many community foundations have created COVID-19 relief funds. While the funds may…