Non-Profit Organizations
New Business Formation
which includes the following items.
-
- 1. Income Statement with awfully specific revenue and expense categorieslike donations, salaries, postage
- 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
- 4. Individual Program Expense Statement that reports all 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,
Here is 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 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 are starting a new not-for-profit organization, we can help you prepare your organization's 501 (c)(3) application for tax-exempt status.
Here is what is needed...
- Articles of Incorporation
- Employer Identification Number
- Inventory of Assets like cash, furniture, equipment, property, pledges...
- Inventory of Liabilities like mortgages, accounts payable, loans...
- Revenue and Expense Statements.
-
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