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Non-Profit

Helping you reach your mission

At Trout CPA, we have tremendous respect and appreciation for non-profit organizations that are making a difference in our communities through education, service, protection, and encouragement. It is a privilege to work with these exceptional organizations and provide them with accounting and consulting services to help them achieve their mission.

Our professionals provide strategies and services, including obtaining exempt status, securing funding, grant compliance, potentially taxable activities, and excess benefit issues. Some of the non-profit organizations we help include charities, private foundations, civic groups, and business leagues. We are committed to providing tailored services to meet your needs.

Tax Services for Non-Profit Organizations

  • Industry specific tax deductions and credits
  • Tax deferred exchanges
  • Assistance with required organizational and operational documents
  • Pennsylvania initial and renewal charitable registrations
  • Unrelated business income tax issues

 

  • Depreciation strategies
  • Cost Segregation Studies
  • Payroll and Employment Tax
  • Obtaining federal tax-exempt status
  • Federal exempt organization filings and compliance
  • Private foundation reporting and compliance

 

Assurance Services for Non-Profit Organizations

  • Compliance auditing and reporting with respect to federal funding
  • Evaluating and reporting lobbying activities
  • Evaluating excess benefit transactions
  • Functional expense methodologies and reporting
  • Grant reporting compliance
  • Grant & Program Audits
  • GAO Yellow Book Audits

 

non-profit

Advisory Services for Non-Profit Organizations

  • Income Tax Nexus Studies
  • Entity formation and selection
  • Entity structure analysis 
  • Internal Control Studies  
  • Split interest agreements and beneficial interest trusts

Outsourced Accounting for Non-Profit Organizations

  • Payroll assessment and administration
  • Selection, implementation, and operation of accounting software

Non-Profit Industry Leadership

Want to learn how we can help your non-profit organization?

We would be happy to discuss how Trout CPA can help with your specific needs.

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