Recognizing the complexities surrounding the not-for-profit industry are unique, RubinBrown has established a dedicated group to serve these organizations.

Our team includes experienced professionals, all of whom possess high levels of industry expertise, as well as the tools essential to serve all types of not-for-profit organizations. 

As one of the largest public accounting firms in the region, our team has access to resources to assist with tax consulting, employee benefits, advisory services, regulatory, compliance and much more.

RubinBrown is recognized as a leader in the not-for-profit industry and currently serves more than 250 organizations.

To better serve our not-for-profit clients and help focus on the complex issues faced by different facets of the not-for-profit industry, we have aligned our resources in segments.

Our seven segment areas of focus are:

• Arts Organizations
• Foundations
• Private Schools
• Religious Organizations
• Social Service Agencies
• Trade & Membership Organizations

Not-For-Profit Services

Tax Compliance Services

• Preparation of Forms 990, 990-T and 990-PF
• Preparation of Forms 1023/1024 for start-up not-for-profit organizations 
• Assistance with Internal Revenue Service examinations
• Preparation of Forms 5500 for pension, 401(k), 403(b) and health and welfare plans

Assurance and Accounting Services

• Audits, reviews and compilations of financial statements
• Preparation of comprehensive management letters 
• Single audits of federal programs under OMB 
• Circular A-133 
• Unit cost reports 
• Agreed-upon procedures for policies & procedures 
• Agreed-upon procedures reports for NAP and YOP programs 
• Audits of not-for-profit organizations’ pension, 401(k) and 403(b) plans

Consulting Services

• Internal control and operational reviews
• Assistance implementing management letter recommendations to improve controls/procedures and minimize material weaknesses and significant deficiencies 
• Best practices implementation 
• Information technology general controls reviews 
• Unrelated business income tax research 
• Planning for complex structures and reorganizations of tax-exempt organizations 
• Tax and distribution planning for private foundations 
• Payroll, property, sales and use tax issues 
• Planning and compliance issues for section 403(b) plans and other retirement plans 
• Computer consulting including software/hardware selection, installation reviews and training 
• Forensic accounting 
• Financial analysis and review 
• Accounting and personnel manuals

Not-For-Profit Surveys

Throughout the year, RubinBrown conducts surveys and shares results with its clients on issues related to specific not-for-profit segments. Our yearly Economic Climate survey on not-for-profits has gained significant local and regional publicity. CLICK HERE TO VIEW THE 2012 ECONOMIC OUTLOOK SURVEY RESULTS

We have compiled online resources that may be helpful to you or your business. You may wish to bookmark this page for future reference.

	Association of Fundraising Professionals - Colorado Chapter From the About us Section of their website: The Association of Fundraising Professionals (AFP) is the leading professional association for individuals responsible for generating philanthropic support for a wide variety of not-for-profit, charitable organizations. Founded in 1960, the Association advances philanthropy through its more than 20,000 members in 154 chapters throughout North America. The International Headquarters is located in Alexandria, Virginia. The local chapter, AFP/Colorado Chapter started in the late '70s as the Colorado Association of Fund Raisers (CAFR). The membership now consists of over 300 members. The chapter offers eight educational sessions each year and publishes an electronic newsletter, Compendium
	Association of Fundraising Professionals - Kansas City The Kansas City Association for Financial Professionals (KCAFP) is dedicated to creating and supporting a forum for the exchange of concepts and techniques of a broad spectrum of financial disciplines through education, communication and recognition of its members. We are a proud sponsor of the prestigious CTP designation, a globally recognized certification that indicates excellence in treasury and finance.
	Association of Fundraising Professionals - St. Louis The Association of Fundraising Professionals (AFP), an individual member association, advances philanthropy through education, training, and advocacy based on research and a Code of Ethical Principles and Standards of Professional Practice.  AFP members and affiliates enable people and organizations to better serve diverse communities and society as a whole.  AFP offers information about books and not-for-profit assistance organizations as resources.
	AICPA Audit Committee Effectiveness Center The American Institute of Certified Public Accountants, founded in 1887, is the world’s largest association representing the accounting profession, with nearly 377,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations and federal, state and local governments. It develops and grades the Uniform CPA Examination.
	Better Business Bureau Wise Giving Alliance - Denver The BBB Wise Giving Alliance seeks to assist donors in making judgments about charities soliciting their support.  In that effort, the Alliance developed the Standards for Charity Accountability.  Information with regard to the Standards and reporting on compliance can be found on this site.
	Better Business Bureau Wise Giving Alliance - Kansas City The BBB Wise Giving Alliance seeks to assist donors in making judgments about charities soliciting their support.  In that effort, the Alliance developed the Standards for Charity Accountability.  Information with regard to the Standards and reporting on compliance can be found on this site.
	Board Link StL BoardLinkStL offers an innovative approach to nonprofit board recruitment. BoardLinkStL helps connect members with a greater pool of potential board members who want to serve on nonprofit boards.
	boardnetUSA boardnetUSA is a Website dedicated to connecting nonprofit boards and new leaders and working to enhance board governance.
	BoardSource BoardSource is a resource for tools and best practices, training, and leadership development for board members of nonprofit organizations.
	Catalog of Federal Domestic Assistance The Catalog of Federal Domestic Assistance is a government-wide compendium of Federal programs, projects, services, and activities that provide assistance or benefits to the American public. It contains financial and nonfinancial assistance programs administered by departments and establishments of the Federal government.
	Colorado Nonprofit Association Colorado Nonprofit Association is a statewide nonprofit membership coalition that connects nonprofit organizations of all sizes, missions and geographic locations. Colorado NonProfit Association leads the nonprofit sector in influencing public policy and public opinion. They provide the tools for communication, networking and administration. Colorado Nonprofit Association is there to strengthen the nonprofit community through trainings, issue discussions, and public advocacy about the importance of the nonprofit sector.
	CompassPoint Nonprofit Services CompassPoint Nonprofit Services is a nonprofit training, consulting, and research organization.
	Council on Foundations Council on Foundations is a membership organization of more than 2,000 grantmaking foundations and giving programs worldwide.  They provide leadership knowledge, legal services and networking opportunities.
	Federal Audit ClearingHouse The Federal Audit Clearinghouse operates on behalf of the Office of Management and Budget and its primary purposes are: To disseminate audit information to Federal agencies and the public. To support OMG oversight and assessment of Federal award audit requirements. To assist Federal cognizant and oversight agencies in obtaining OMB Circular A-133 data and reporting packages. To help auditors and auditees minimize the reporting burden of complying with Circular A-133 audit requirements.
	Gateway Center For Giving  The Gateway Center for Giving is a membership organization made up of grantmakers in the St. Louis region.  Our members include corporations, donor-advised funds, foundations, individuals, trusts and professional advisors actively involved in philanthropy.  The Center’s mission is to provide services that strengthen and expand philanthropy to improve the St. Louis region.
	GPO Access GPO Access is a service of the U.S. Government Printing Office that provides free electronic access to a wealth of important information products produced by the Federal Government. This free service is funded by the Federal Depository Library Program and has grown out of Public Law 103-40, known as the Government Printing Office Electronic Information Enhancement Act of 1993.
	Guidestar A leading resource of information on US nonprofits. A searchable database of more than 1.5 million IRS-recognized nonprofit organizations.
	Idealist Idealist is a project of Action Without Borders. It offers information for and about not-for-profit organizations in the United States. Idealist is able to give exact locations of not-for-profit organizations throughout the country, present information on frequently asked questions and search a library of essays from several points of view. This site also offers individuals and organizations to review/post job openings, volunteer opportunities, and resources concerning not-for-profit organizations.
	Internal Revenue Service The Internal revenue Service (IRS) provides access to federal tax forms, instructions, publications and answers to FAQs.
	Metro Volunteers Metro Volunteers is Denver’s leading source for volunteer engagement, leadership training and advocacy. They are a national thought leader in volunteerism and take innovative approaches. Their mission is to mobilize and cultivate volunteers as a vital force in their community.
	National Center for Charitable Statistics The National Center for Charitable Statistics (NCCS) is the national repository of data on the not-for-profit sector in the United States. Its mission is to develop and disseminate high quality data on not-for-profit organizations and their activities for use in research on the relationships between the not-for-profit sector, the government, the commercial sector and the broader civil society. This site offers resources, databases and news about not-for-profit organizations.
	Nonprofit Connect Nonprofit Connect links the nonprofit community to education, resources and networking so organizations can more effectively achieve
	Nonprofit Risk Management Center The Nonprofit Risk Management Center is a nonprofit that seeks to help other nonprofits cope with uncertainty by offering technical assistance and consulting services on risk management topics.
	Nonprofit Services Consortium The Nonprofit Services Consortium is a broad coalition of higher education institutions, service providers and grant makers whose mission is to strengthen the not-for-profit sector and build better communities.
	The White House The White House provides OMB Circulars.
	United Way of Greater Denver
	United Way of  Greater Kansas City
	United Way of Greater St. Louis The United Way of Greater St. Louis aspires to be the leading organization through which every contributor can dramatically strengthen health and human services in the region of Missouri and Illinois. Its mission is to unite people of diverse backgrounds and interests who work together to achieve their goals. Its site also offers information of how to get help, local donors and community building.

We welcome your questions or comments about not-for-profit issues or the Not-For-Profit Services Group.

For more information, please contact:

Judy Murphy, CPA
Partner
314.290.3496
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Rick Aselage, CPA
Partner
314.290.3456
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Sharon Latimer, CPA
Partner
913.499.4407
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Evelyn Law, CPA
Partner
303.952.1245
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Jim Ritts, CPA
Partner
314.290.3268
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