Not-for-Profit

Supporting Your Mission

In carrying out their mission, not-for-profit organizations face a bevy of challenges, and they're accountable to donors, oversight agencies, and those they serve. But while focusing on their goals, organizations simply cannot afford to overlook opportunities to improve their financial and operational procedures.

That's why the Not-for-Profit Practice at Moss Adams is dedicated to serving tax-exempt organizations like yours, providing a customized mix of assurance, tax, and consulting services to help keep you in compliance and focused on the tasks at hand.

Over the years, our practice has delivered more than 2.5 million hours of service to not-for-profit organizations. And our people are committed not just to the clients we serve but also to a host of not-for-profit and community-oriented organizations, serving on various boards and committees. They also contribute to the Moss Adams Foundation, an organization that has donated $8.3 million between 2004 and 2017 to benefit organizations in education and the arts as well as those focused on social, health, and youth services and international disaster relief.

Organizations we serve

Specialized Services

From assurance to tax to consulting services, we help not-for-profit organizations thrive and stay focused on their mission.

Our specialized services include:

  • Audits conducted in accordance with the Uniform Guidance
  • Complex group structures, including non-501(c)(3) exempt organizations
  • Donor-advised fund planning and reporting
  • For-profit organization formation and operations
  • IRS and state audit representation
  • Lobbying and political expenditure classification and reporting
  • Maintaining tax-exempt status and public charity status
  • Preparation of Form 990, 990-T, 990-PF, and relevant state forms
  • Third-party management agreements and sponsorship planning
  • Unrelated business taxable income

Featured Resources

Stay up to date on financial and operational issues that could affect your organization by browsing articles, newsletters, and other relevant content written by our Not-for-Profit Practice professionals.

Insights


Alert
Review new IRS guidance on tax law that imposes an excise tax on executive compensation so your organization can plan for tax liabilities.

Article
The IRS announced it intends to issue proposed regulations clarifying Unrelated Business Taxable Income from qualified transportation fringe benefits. Get the details.

Webcast
Fringe benefits are an important part of your company’s benefits package—helping recruit and retain employees and contributing to overall job satisfaction. But these benefits can lead to complex tax and compliance issues. In this webcast, we discuss the tax treatment of key benefits, such as scholarships and employee loan programs, employer-provided vehicles, and spousal travel.

Webcast
Understanding what’s happening at the regulatory level is fundamental to any not-for-profit’s ability to maintain tax-exempt status and expand its impact. During this webcast, we’ll review the most critical developments in auditing and accounting standards impacting not-for-profit organizations.

Webcast
How can your not-for-profit organization continue adopting changes introduced through tax reform? In this webcast, we’ll review key updates affecting the tax-exempt sector—providing insight from the US Treasury, Congress, and the IRS and discussing a number of topics in addition to tax reform

Webcast
During this webcast, we'll provide an overview of UBTI, address provisions introduced by tax reform, and explore possible effects to your organization.

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