Social Service Agencies
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 Social Service Agencies
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 "Social Service
Agencies Group."
Our team understands that social service agencies face unique challenges resulting from:
- Increased demand for services
- Declining government funding
- Uncertain investment income
We are well versed in issues related to social service agencies and able to provide expert guidance on all operational and accounting issues.
The RubinBrown Not-For-Profit Industry Group also provides specialized services to:
- Arts Organizations
- Foundations
- Private Schools
- Religious Organizations
- Trade & Membership Organizations
Not-For-Profit Social Service Agencies Services
Assurance and Accounting Services
- Audits, reviews and compilations of financial statements
- Audits of federal grants in accordance eith OMB Circular A-133 (single audits)
- Preparation of comprehensive management letters
- Agreed-upon procedures covering policies and procedures
- ViewPoints, including a summary of strengths and opportunities, financial analysis
- Audits of not-for-profit organizations’ pensions, 401(k) and 403(b) plans
Tax Compliance Services
- Preparation of Forms 990 and 990-T, if required
- Preparation of related entity tax returns (corporations and political action committees)
- Assistance with Internal Revenue Service examinations
- Reviews of President, CEO and other employee salaries and benefits
- Payroll-related filings
- Preparation of Forms 1023 and1024 to start-up not-for-profit organizations
- Preparation of Form 5500 for pension, 401(k) and 403(b) plans
Consulting Services
- Internal control and operational reviews
- Unrelated business income tax research
- Compliance issues for retirement/deferred compensation plans
- Review and assistance implementing best practices for trade and member associations
- Assistance implementing management letter recommendations to improve controls/procedures and minimize material weaknesses and significant deficiencies
- Accounting manuals
- Best practices implementation
- Information technology control reviews
- Computer consulting including software/hardware selection, installation reviews and training
- Forensic accounting
- Financial analysis and review
Social Service Agencies Services Leaders
Please contact one of these Not-For-Profit Social Service Agencies leaders for more information:
Judy Murphy, CPA
Partner-In-Charge
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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Rachel Meyers, CPA
Manager-In-Charge, Social Service Agencies Segment
314.290.3475
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Events and Seminars
| Microsoft Dynamics Receivables Module (Saint Louis) Tue May 21 @ 8:30AM - 05:00PM |
| Contract Liability & Indemnity Issues For Manufacturers (St. Louis) Wed May 29 @ 8:00AM - 09:30AM |
| Not-For-Profit Investments Seminar (St. Louis) Wed Jun 19 @ 8:00AM - 10:00AM |



