• Home
  • About
    • Our Values
    • Employment Opportunities
    • Blog
    • Client Reviews
  • Services
    • Services For Individuals
      • Personal Financial Planning
      • Retirement Planning
      • Estate Planning
      • Elder Care
    • Business Services
      • Small Business Accounting
      • Payroll
      • Part-Time CFO Services
      • Audits - Reviews - Compilations
      • Forensic Accounting
      • Cash Flow Management
      • Bank Financing
      • Business Valuation
      • Strategic Business Planning
      • Succession Planning
      • New Business Formation
      • Non-Profit Organizations
      • Internal Controls
      • Litigation Support
    • Tax Services
      • Tax Preparation
      • Tax Planning
      • Tax Problems
        • IRS Audit Representation
        • Non-Filed Tax Returns
        • Back Taxes Owed
        • Payroll Tax Problems
        • IRS Liens
        • IRS Levies
        • IRS Wage Garnishment
        • IRS Seizures
        • IRS Payment Plan
        • Offer In Compromise
        • Bankruptcy
        • Innocent Spouse Relief
        • Get Your IRS File
    • QuickBooks Services
      • Why QuickBooks
      • QuickBooks Setup
      • QuickBooks Training
      • QuickAnswers
      • QuickTune-up
      • QuickBooks Tips
      • Buy QuickBooks and Save
  • Newsletter
    • This Month's Newsletter
    • Previous Newsletters
    • Today's News and Weather
  • Guides
    • Life Events
    • Business Strategies
    • Investment Strategies
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
    • Frequently Asked Questions
  • Tax Center
    • Track Your Refund
    • Tax Due Dates
    • Tax Rates
    • IRS Tax Forms and Publications
    • Record Retention Guide
    • State Tax Forms
  • Resources
    • Financial Calculators
    • Client Portal
    • SecureSend
    • Recommended Books
    • Internet Links
    • News
  • Contact
David F. Rogers, CPA, PLLC
Show/Hide: Quick Links & Client Portal
Our Services About Us Newsletter

Our Services

About Us

Newsletter

 
Click Here to Register  
Non-Profit Organizations

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.

Here's what we do for you...

  • 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 by requesting a free consultation below.

Name
Phone
Email
Best Time To Call
Comments
David F. Rogers, CPA, PLLC
1846 East Innovation Park Drive
Oro Valley, AZ, 85755
Phone: (520) 268-8874
info@davidrogerscpa.com

Login   Search   Site Map   Privacy Policy   Disclaimer