Non-Profit Organizations

Managing the financial affairs of a nonprofit organization requires care and attention when establishing and maintaining the organization's tax exempt status.

Filing the yearly IRS Form 990 requires an income statement, balance sheet, functional expenses statement, individual program expense statement and revenue support schedules. The information contained in these disclosures provides the basis from which the IRS will continue your organization's tax-exempt designation.

As can be seen, reporting requirements are not a task to be completed by the inexperienced. Summers, Carroll, Whisler LLC can help establish and maintain your accounting systems that will meet these federal requirements. Sit down with our professionals (Michael Whisler, Kristy Spence, and Carrissa Chandler) and get started meeting the obligations that will enable your group to accomplish its goals.

Professional Services:

• Financial statements & reports
• Federal & state tax compliance
• Form 990 preparation
• Cost allocation between funds and programs
• Audits, compilations & reviews