Non-Profit Organizations



We can help you ​setup​ and maintain your non-profit organization’s tax-exempt status by handling  all the IRS reporting for you.
Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its  relations, which includes the following items.

  1. Income Statement​ with very specific revenue and expense categories like donations,  salaries, postage, rent…
  2. Balance Sheet​ with specific categories like cash, accounts receivable, accounts payable…
  3. Functional Expense Statement​ with all the expenses allocated to either program services,  fundraising, or operations.
  4. Individual Program Expense Statement​ that reports all of the expenses for each program  or service like seminar programs or educational mailings.
  5. Revenue Support Schedules​ that detail the organization’s sources of income in specific  categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your  organization will retain its tax-exempt status. So it’s imperative that you build your accounting  system around these revenue and expense classifications.


  • Review and compile your financial statements
  • Design, install, and maintain your Accounting System
  • Weekly, bi-weekly, or monthly payroll preparation
  • Payroll Tax Preparation and Deposits
  • Provide training for your accounting personnel
  • Complete and file your non-profit status application
  • Provide training for your board on non-profit financial statement usage and effective  budgeting practices
  • Prepare and file the 990 and 990T tax forms
  • Prepare your initial start-up documentation, including incorporation, federal employee  identification number (FEIN), and payroll setup with federal and state agencies.
  • Churches:​ We prepare the pastoral housing allowance and other required benefit  documentation to meet the complex dual status of ministers.

If you’re starting a new not-for-profit organization we can help you prepare your organization’s 501  (c)(3) application for tax-exempt status.

Here’s what’s needed…

  • Articles of Incorporation​ containing the Exempt Purpose Statement as described in IRS  Code section 501(c)(3) and defined in Treasury Regulation 1.501(c)(3)-1 Paragraph d and  the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b  subparagraph 4 (“Organizational Test”).
  • Employer Identification Number
  • By-laws of the Organization
  • Minutes of Board Meetings
  • Names, Addresses, and Resumes of Board Members
  • Names and addresses of all Active Members
  • Inventory of Assets​ like cash, furniture, equipment, property, pledges…
  • Inventory of Liabilities​ like mortgages, accounts payable, loans…
  • Rent/Lease Agreements and Contracts
  • Revenue and Expense Statements​ for the last four years or as far back as possible if your  organization has been in existence for less than four years.
  • Written Reason for Formation and History​ of the organization.
  • Organization Mission Statement​ or Statement of Faith or Beliefs for Churches and other  Religious Organizations.
  • Organization Activities, Operations and Programs Documentation​ including your  statement of purpose & operations, food programs, fundraisers,  flyers/brochures/pamphlets…
  • Financial Support Documentation​ including all sources of revenue like contributions,  tithes, offerings, fundraisers…
  • Fund Raising Program Descriptions
  • IRS Processing/Filing Fee

We are happy to prepare any of these items if you need help.
Let us help you setup and/or maintain your non-profit tax-exempt status