The work of not-for-profit organizations is life-changing and community-impacting. Their presence and contributions make a significant difference. With often limited resources, however, not-for-profit organizations must seek creative methods for operating effectively and efficiently; a task that requires careful planning, attention to a changing regulatory environment, and knowledge of your operations.

For over 80 years, Windes & McClaughry has been serving not-for-profit organizations including colleges and universities, private and public schools, religious organizations, trade associations, community action agencies, social clubs, and foundations. We provide the accounting, audit, tax, and management consulting services required to maintain your tax-exempt status and help your organization run effectively. We are committed to not-for-profit organizations, demonstrated not only in the specialized technical expertise we provide, but in the support our partners and management staff provide by serving in various capacities within numerous community organizations (see Our Community Involvement ).

Not-for-profit clients are an important part of our business. We continually train our staff to deliver the following services specific to the not-for-profit industry:

• Budgets and cash flow projections
• Business and strategic plans
• Consultation regarding unrelated business income, public disclosure requirements, reporting requirements for charitable donations, and fund-raising events
• Employee benefit services
• Evaluation of internal accounting control systems
• Feasibility studies
• Financial statements: audits in accordance with Government Auditing Standards and Office of Management Budget (OMB) Circular A-133, reviews, compilations, and agreed-upon procedures
• Human resources consulting and placement
• Internal control attest and assurance procedures
• Operations consulting
• Organization and work flow planning
• Preparation of exempt organization federal and state tax returns
• Protection of your tax exempt status
• Tax planning and consulting

For more information, please contact:
Ronald C. Kulek, CPA