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 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 150 organizations.

Focused On Foundations

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

Our team understands that foundations face unique challenges resulting from:

• Investment vehicles, including alternative investments
• Uncertain investment returns and endowment performance
• Tax and distribution planning for private foundations

We are well versed in issues related to foundations and able to provide expert guidance on all operational and accounting issues.

The RubinBrown Not-For-Profit Industry Group also provides services to:

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

Not-For-Profit Foundations Services

Assurance and Accounting Services

• Audits, reviews and compilations of financial statements
• Preparation of comprehensive management letters
• Agreed-upon procedures concerning policies & procedures
• Audits of not-for-profit organizations’ pension and 403(b) plans

Tax Compliance Services

• Preparation of Forms 990-PF, 990 and 990-T
• Preparation of Forms 1023/1024 for start-up not-for-profit organizations
• Assistance with Internal Revenue Service examinations
• Preparation of Form 5500 for pension 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 and excise 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 manuals

Foundations Services Leaders

Please contact one of these Not-For-Profit Foundation leaders for more information:

Judy Murphy, CPA
Partner-In-Charge of Not-For-Profit Services
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 D. Law, CPA
Partner
303.952.1245
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Jim Ritts, CPA
Partner
314.290.3268
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Ted Williamson, CPA
Manager-In-Charge of Foundations Segment
314.678.3534
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