Not-For-Profit

Tax, Assurance and Advisory Services for the Not-for-Profit Industry

As a not-for-profit leader, you’re charged with making an impact in the community while coping with serious challenges, from increased donor and grant competition to constantly evolving compliance requirements. RKL’s Not-for-Profit Group, led by noted industry advisor Doug Berman, is comprised of professionals who are experienced in positioning community benefit organizations for financial strength and success.

At RKL, you’ll work with a team that stands apart for their dedication to mission-driven organizations, serving more than 500 associations, health and welfare organizations, colleges, cultural and arts organizations, social service agencies, religious groups and more. You’ll find their industry-specific tax, accounting, audit and business knowledge and experience unmatched. Working exclusively with not-for-profits, they are allies in helping you connect with resources, implement best practices and achieve your mission.

Our commitment to community benefit organizations extends beyond the office. The professionals on your engagement team are active community volunteers and leaders. Community support is essential to who we are as a firm. It also provides us a deeper understanding of the challenges our not-for-profit clients face and an appreciation for what it takes to foster success.

Not-for-Profit Audit and Accounting Services

Attest services – audits, reviews and compilations of financial statements
OMB Circular A-133, Uniform Guidance and other grant compliance services
Special projects – internal control reviews and agreed-upon procedures engagements

Not-for-Profit Tax Planning and Compliance Service

Establishing Entities
- Form 1023
- Form 1024
- State Registrations
Annual Return Preparation
- Form 990
- Form 990-T
- Form 990-PF
- Multi-State Annual Tax Filings
- Unified Registration Statement
Additional Tax Services
- Assistance with federal and state tax credit programs
- Payroll Tax Filings
- Sales Tax Exemption Filings
- Quarterly Planning for Private Foundations
- IRC §501(h) Elections