Nonprofit Organizations

Since 1926, Windes has served nonprofit organizations including educational, social services, and religious organizations as well as hospitals, trade associations, community action agencies, social clubs, and private foundations. We provide extensive expertise in accounting, tax, audit, and management consulting services required to maintain tax-nonprofit status, avoid the imposition of any excise taxes, and help organizations run effectively. We are committed to nonprofit organizations, demonstrated not only in the specialized technical knowledge we provide, but in the support our partners and management staff provide by serving in various capacities within numerous community organizations.

Nonprofit organizations are an essential part of our business. We continually train our staff to deliver the following services specific to the nonprofit organization sector:

  • Budgets and cash flow projections
  • Business and strategic plans
  • Calculation of public support test for public charities
  • Consultation regarding unrelated business income, public disclosure requirements, reporting requirements for charitable donations, and fund-raising events
  • Employee benefit services
  • Evaluation of internal accounting control systems
  • Financial statements: audits, including audits in accordance with Government Auditing Standards and the Office of Management and Budget (OMB) Circular A-133, reviews, compilations, and agreed-upon procedures
  • Internal control attest and assurance procedures
  • Management of federal and state audits
  • Organization and work flow planning
  • Preparation of nonprofit organization federal and state tax returns
  • Presentations regarding good governance requirements
  • Protection of tax nonprofit status
  • Reasonable compensation analysis
  • Tax planning and consulting for private foundations

Windes is committed to supporting the local community that goes beyond the professional services we provide. To see a sampling of our engagement, please click here to view our Community Involvement webpage.

For more information, please contact:

Lance Adams, CPA (Audit & Assurance)
Donald L. Allen, CPA (Accounting & Tax)
Michael Barloewen, CPA, CGMA (Audit & Assurance)
Tom Huey, CPA (Audit & Assurance)
Donita Joseph, CPA, MBT (Accounting & Tax)
Ron Kulek, CPA (Audit & Assurance)
Robin K. Massingale, CPA, MST (Accounting & Tax)

Click here to view brochure
Step-by-Step Guide to Forming an Exempt Organization