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
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.
Get a consultation today from our Nonprofit specialists.
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 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
- 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)
- 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 organization governance consulting
- Nonprofit Technology & Risk Services, including cybersecurity risk management, regulatory compliance, IT governance, and advisory analytics
- Client Accounting Services, including fractional CFO, controller, and business process outsourcing
- 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
- Unrelated business income assessments
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 committed to bringing its audit, tax, and advisory services to help your organization achieve success in a smart, cost-effective manner.
