Not-For-Profit & Government

Research Organizations

The research organization practice of our Not-For-Profit & Government Group operates in conjunction with our higher education practice, where research and development (R&D) programs are prevalent. Our professionals have capitalized on their vast experience in R&D to serve this fast-growing segment of the not-for-profit sector. The group now audits 20 independent not-for-profit bio-medical, general science, and social science research institutes in the western United States.

Audits and Assurance

As a not-for-profit research organization, you know audits are important—and complicated. The bulk of your funding comes from three sources—federal and state governments, private gifts, and investment/endowment earnings—all with their own distinct audit requirements and attributes. Meanwhile, research and development activities have many unique characteristics that require special audit emphasis. Our audit professionals have the specialized knowledge and experience it takes to conduct an effective audit engagement for your organization.

Audit and other assurance services we provide to research organizations include:

Tax Services and Consulting

Our not-for-profit tax team helps research organizations address common tax compliance issues, such as the IRS Form 990, payroll and employment tax, nonresident alien taxation, and employee compensation and fringe benefits. Other tax consulting services we provide include:

  • Sales and use tax and other excise tax reviews
  • Maintaining your organization’s tax-exempt status
  • Fringe benefits, deferred compensation, and Form 5500 evaluation
  • Independent contractor versus employee determinations
  • Fellowship or scholarship versus compensation tax treatment for services rendered
  • Charitable giving arrangements with high net worth individuals
  • Third-party management agreements
  • Technology transfer and associated royalty arrangements
  • Private benefit of tax-exempt bond financed facilities
  • Unrelated Business Income Tax consulting

Other Services for Research Organizations

Not-For-Profit & Government Contacts

All Regions

Mary Case

800-905-4010

Regional Contacts
Send us an e-mail

 

Events

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