- Industries
- Non-Profit
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
- State & Local Tax (SALT)
- Sales & Use Tax
- Tax planning and preparation
- Tax resolution
- Tax minimization strategies
- Estate and Gift Tax planning
- Research and Development (R&D) Tax Credit
- IRS audit assistance
- 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
- Audits
- Reviews
- Compilations
- Agreed upon procedures
- Employee Benefit Plan Audits
- Fraud investigation & forensic accounting
- Financial Statement preparation
- Examinations
- Forecasts and projections
- 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
Advisory Services for Non-Profit Organizations
- Management advisory
- Lease vs. purchase analysis
- Cash flow analysis
- Benchmarking
- Employee Benefit Plan Advisory
- Sales & Use Tax consulting
- Financial due diligence
- 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
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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.