Our Not-For-Profit team members provide a broad base of expertise, including accounting, auditing, and tax services. We offer Not-For-Profit organizations guidance in the areas of employee benefits and corporate finance. More specifically, our services include:

• A-133 audits
• Budgeting
  • Cost allocation
  • Revenue analysis
• Financial statement audits
• Strategic planning
  • Functional allocation of expenses
  • Indirect costs rates
  • State charitable registration
  • Membership analysis
  • Pension and retirement planning
• Tax returns
  • UBIT income identification and reporting
  • Lobbying tax
  • State filing requirements

Written Policies Every Not-for-Profit Should Have:

1. Conflict of interest policy
2. Whistleblower policy
3. Document retention and destruction policy
4. Process for determining compensation for officers, directors, and top management
5. Policy for evaluation for participation in a joint venture (if applicable)
6. How the organization intends to review its Form 990
7. How the organization intends to make its Form 990 available to the public (either on a website or on request)

In addition, not-for-profit organizations should have written documentation of meetings (board, executive committee, finance committee, etc.)

Samples of the Not-For-Profit services we offer are coming soon.

Ryan & Wetmore, PC, reviews and publishes newsletters throughout the year for the not-for-profit sector. If you would like to have future issues sent directly to you, contact notforprofit@ryanandwetmore.com, to be added to our subscription list.
2008 - October
2009 - February
2009 - July
2009 - December