Not-for-Profit Organizations

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Not-for-Profit Organizations

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Helpful Links

GuideStar

NonProfit Times

Independent Sector

Panel on the Nonprofit Sector

Ethics World, Non-Profit Governance

IRS revised Form 990 and final instructions

Annual e-Postcard filing requirement for small exempt organizations

Sample IRS conflict of interest policy

IRS -Tax information for political organizations

IRS brochure - Disaster relief

IRS tax guide for churches and religious organizations

Stay Exempt -
Tax Basics for Exempt Organizations

Employee Benefit Plan Audit Quality Center
403(b) Resource Center

WK RSS feed

WK's Not-for-Profit team presented a seminar on the revised Form 990 via videoconference from the Columbia and Jefferson City offices.

Not-for-Profit Client Alert:

Does your organization sponsor a 403(b) plan covered by ERISA? New Department of Labor regulations impose filing and audit requirements on certain 403(b) plans. Click here to visit our 403(b) plan page for additional information.

Essentials

The essentials newsletter is published as a resource for not-for-profit organizations. Contact our Web Editor if you would like to receive essentials via postal mail or e-mail.

You may be hearing from your auditor!

EBPAQC Resources:

Fundraising in a down economy: Belt-tightening basics

Final instructions for redesigned Form 990 released by IRS

GAQC conference call: Preparing for your single audit (Page includes PDF handouts and archived audio recording)

Not-for-Profit Organizations

Williams-Keepers LLC has worked with not-for-profit clients throughout our firm's history, and our associates have gained a clear understanding of the unique financial issues of charitable, educational, religious, governmental, political and membership organizations.

WK assists not-for-profit entities in the following areas.

Financial reporting, including financial statement audits, compilations and reviews

Financial projections, forecasts, modeling, and strategic planning

Exempt organization tax return preparation and consultation on unrelated business income issues

Accounting consulting, especially for endowment funds

Internal control studies, fraud investigations and agreed-upon procedures engagements

Audit committee, board responsibilities and other governance advisory services

The WK Not-for-Profit team focuses on regular communication with our clients to ensure they stay current on relevant regulations and industry trends. Our essentials newsletter and client seminar series addres topics such as Form 990 changes and best practices. Subscribe to our RSS feed today to receive the latest not-for-profit news and event information.

To learn more about WK’s not-for-profit services, please call (573) 635-6196 or (573) 442-6171 or email information@williamskeepers.com.

501(c)(6) Organizations

Click here to see slides from a recent presentation given by Ann Tettlebaum, CPA, regarding the formation of and filing requirements of 501(c)(6) organizations.

Private Foundations

Special restrictions apply to distributions by private foundations to other private nonoperating foundations and controlled organizations. In addition, grants to certain supporting organizations do not count toward your payout requirement. To learn more about these rules, contact your WK advisor or click on the links below.

GuideStar - Grantmaker Due Diligence in the Pension Protection Act Era: How to identify supporting organizations and align your grants administration process with the 21st century tax code

GuideStar Charity check - verify a nonprofit's charitable status and identify supporting organizations

Columbia, MO (573) 442-6171 | Jefferson City, MO (573) 635-6196 | information@williamskeepers.com

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