Industries

Not-For-Profit

Providing Critical Insights for Not-For-Profit Organizations

Our not-for-profit practice serves over 200 organizations throughout central Virginia, which are comprised of religious organizations, public charities, private foundations, private schools, country clubs, community organizations, and trade associations. We can assist your organization with financial reporting under increasingly complex accounting standards, implementing internal controls to safeguard assets, and updating you on impending legislation and the impact it may have on your organization.

Industry Focus

Keiter offers one of the most experienced not-for-profit service teams available. Our team members attend rigorous training, including the AICPA national not-for-profit industry conference, local training performed by an AICPA-approved not-for-profit expert, and governmental auditing CPE requirements.

We provide insights and opportunities on matters of concern to not-for-profits such as:

Not-for-Profit Assurance & Advisory Services

Not-for-Profit Tax Services

  • Form 990, 990-T and state return preparation
  • Joint cost allocations
  • Tax-exempt status
  • Unrelated business income tax (UBIT)
  • UBIT planning and exposure reviews
  • Formation of taxable and non-taxable subsidiaries
  • Planned giving advisory services
  • Adapting to legislative changes
  • Excess benefit transaction studies

Your Opportunity Advisors