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Nonprofits

At J Brocklehurst CPA, PLLC we are passionate about serving the not-for-profit industry.  We provide services in all aspects of NFP accounting, reporting, governance, and tax compliance.  Our industry expertise includes years of experience working with all types of organizations:

  • Foundations
  • Churches and Ministries
  • Private Schools
  • Health & Welfare Organizations
  • Higher Education
  • Associations

In addition to all our standard service listings, our specialty industry services include:

 


Exempt Entity Tax Services

At J Brocklehurst CPA, PLLC, we provide our clients with a full range of exempt entity tax services. This incudes initial exemption applications, IRS forms 990 and 990T reporting, unrelated business income analysis, state tax exemption requirements, clergy tax services and state charitable solicitation compliance.

Fund Accounting

Multiple or complex organizational activities can create the need to account for resources by operational areas and/or functional areas. We can help you organize your chart of accounts and funds to provide the optimal reporting framework to facilitate management and board decision making. This includes fund accounting, functional resource allocations, and restricted resource tracking.

Endowment Management

Compliance with donor restrictions is of utmost importance for entities. We can assist with your endowment accounting to ensure proper tracking of initial gifts, unspent restricted resources, investment earnings allocations, UPMIFA reporting requirements, and tracking of underwater funds.

A-133 Compliance and Federal Awards

The receipt of federal awards requires careful internal controls around the receipt and expenditure of funds. There are special audit requirements if expenditures exceed certain levels. We can help you determine what your compliance requirements are, assist in designing your controls over the programs and grants, and help prepare you for your compliance audit.

Financial Reporting

At J Brocklehurst CPA, PPLC we have worked with numerous boards, helping them understand their resources and financial reporting processes. We can help your organization design internal reporting and budgeting processes that can facilitate management and board decision making.

Gift Accounting

Planned gifts can create complex accounting and reporting challenges. We have experience in all areas of gift accounting including gift annuities, charitable remainder and lead trusts, life estates, real estate trusts, pledges and fund raising campaigns. We can assist you in accounting for these gifts and the related restrictions.

Audit Preparation Services

We know that preparing for an audit can be an overwhelming process. Our professionals can assist you by providing year-end assistance with closing entries, schedule preparation, report preparation, and audit team liaison services. Let us ease the process and provide a more efficient timeline.


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