Charitable Organizations

Experience and resources to strengthen your mission and oversight

A significant portion of our practice focuses on providing audit, assurance and tax services to public charities. Our professionals understand the unique business, tax and regulatory issues that face 501(c)(3) tax-exempt charities, foundations and other nonprofits, and we work closely with clients whose missions cover social and community services, environmental conservation and protection, cultural heritage and arts, education and learning, science and health, human and civil rights, charitable grant-making, and many other nonprofit missions.

Many charities face decreasing levels of grant funding, competition for donors, and an increasingly challenging fundraising environment. Changing demographics also present challenges in how charities look to expand donor support, while continuing to show value within their programmatic accomplishments. Unregulated oversight groups continue to monitor and rate charities, federal compliance and tax requirements evolve, and retaining internal financial and accounting expertise are just some of the challenges nonprofits must contend with.

Whether it’s dealing with financial or operational challenges, reporting regulations, capacity building, mission strategy, or funding expansion, we can help your charitable organization improve its operational effectiveness, preserve or expand resources, and meet your responsibilities in fiduciary oversight and financial and tax reporting. With our experience and dedication to your industry, we offer the following services:

Audit and Assurance – We provide independent, objective audit services of your organization’s external financial statements, and help ensure compliance with accounting and financial reporting requirements, including audits under OMB Circulars. In addition to providing reliable information, financial statement and compliance audits help your organization to report to its stakeholders, funders, government agencies, lenders, and other constituents.

Tax Compliance – Our tax professionals help ensure timely and accurate filings of your 990, 990T, and related state tax reports. We assist with examinations by taxing authorities, analyze activities for possible effects on charitable status and taxes, and can assist on many issues that may be important to your nonprofit, including charitable registrations, entity formation and structure, lobbying and political activities, and private inurement and many others.

Outsourcing – We can provide your charitable organization with services designed to supplement your staff and resources, ensure accurate transactional processing, provide timely financial reporting, and strengthen organizational effectiveness. These outsourcing solutions empower your organization to spend more time focusing on your key mission, while reducing costs and overhead at the same time.

Advisory – Our team has extensive and practical experience in charitable organization operations, strategy, governance, risk management, and general business consulting. We deliver services designed to help implement new standards and systems, strengthen governance, improve productivity and efficiency, and manage risks and costs. We have assisted clients with optimization of cost allocations, NICRA submissions, due diligence, business combination reviews, endowments, and many other areas where we can supplement your resources.

Contact us for more information or submit an RFP directly.
Nonprofits
Rogers has a great team of accounting and tax professionals. From staff to Principal, everyone is professional, friendly and accessible all year long. I appreciate the communication and smooth audit process each year.