Nonprofit


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.

New! View an informative webinar covering changes in the recently enacted Flexibility Act, requirements and documentation needed for PPP loan forgiveness, including additional guidance from the Small Business Association (SBA), and the appropriate financial accounting models to use for recognition of PPP loans. View the presentation.

Types of Nonprofit 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

Nonprofit Advisor Articles

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
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