Nonprofit

Nonprofit Organization Services

Windes has proudly served the nonprofit sector since 1926. We understand the internal controls, financial accounting, and compliance drivers that contribute to a financially strong nonprofit organization. Windes believes both smart planning and risk management are keys to maximizing value for beneficiaries of your mission (e.g., students, patients, association members, donors, and countless other deserving individuals). Your Windes team is committed to bringing nonprofit accounting expertise through our audit, tax, and advisory services. Our goal is to help your nonprofit organization accomplish its mission in a smart and cost-effective manner.

Step-by-Step Guide to Forming a Nonprofit Organization

Brochure

Nonprofit Advisor Newsletter

WEBINAR | Nonprofit Industry & Accounting Update

View an informative presentation covering GAAP and Auditing Standards updates, along with the latest nonprofit industry news and issues impacting our sector.

Complimentary Consultation

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Nonprofit Expertise Highlights

Accounting Services for Nonprofit organizations in and around Los Angeles, Long Beach, and Orange County is an essential part of our business. Windes is staffed to deliver the following services.

Nonprofit Audit & Assurance Services

Nonprofit financial statement audits
Uniform Guidance/Yellowbook audits
Vendor and sub-recipient monitoring
Assessment and evaluation of internal control
Internal control policy and procedures development
Uniform Prudent Management of Institutional Funds Act (UPMIFA) – endowment management

Nonprofit Tax & Accounting Services

Preparation strategies and how best to present the information required on Forms 990, 990-T, 990-PF, and state forms
Formation of nonprofit organizations; preparation of Form 1023 and state exemption applications
Form 990 board training
Benefit compliance review/advisory services
Lobbying expenditures and safe harbors
Functional expense allocation
Private foundation distribution planning
State and local tax services: income/franchise, property, sales and use, incentives/credits, controversy
Foreign activities/alternative investments
Tax return services for entities affiliated with the nonprofit (e.g. individuals, corporations, trusts, benefit plans)

Nonprofit Employee Benefits Services

Deferred compensation design and review
Pension plan design and administration
403(b) and 401(a) compliance
Fiduciary guidance and liability protection
IRS and DOL correction programs
Government compliance filings
Plan review and “best practices” guidance
Prepare and review Form 5500

Nonprofit Consulting & Other Services

Nonprofit organization governance consulting
Preparation of reasonable compensation studies
Private foundation expenditure responsibility consulting
Consulting regarding fundraisers and gaming events conducted by nonprofit organizations
Charity watchdog and rating consultation
Charitable solicitation registration consulting
Calculation of public charity and public support test fractions
Post-issuance tax-exempt bond compliance
Unrelated business income assessments
Executive compensation review

Organizations Served

Assisted Living
Associations
California Regional Centers
Chambers of Commerce
City Public Transportation
Civic Organizations
College Foundations and Auxiliaries
Community Foundations
Convention and Visitor Centers
Cultural Organizations
Environmental Organizations
Joint Ventures
Medical Clinics
Medical Research Organizations

Museums
Pension Trusts
Private and Charitable Hospitals
Private Foundations/Private Operating Foundations
Private Schools/Universities
Research Institutes
Relief Organizations
Social Service Organizations
Social/Welfare Organizations
Supporting Organizations
Trade/Membership Organizations
Theatres
Voluntary Employee Benefit Associations

The Windes Nonprofit Team

Meet the dedicated and experienced Windes Nonprofit Team members.

Nonprofit Advisor Articles

Michael Barloewen, CPA, CGMA

Nonprofit Audit Practice Leader

Donita Joseph, CPA, MBT

Nonprofit Tax Practice Leader

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