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 150 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
• Colleges & Universities
• Foundations
• Private Schools
• Religious Organizations
• Social Service Agencies
• Trade & Membership Organizations

Not-For-Profit Services

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

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

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 Seminars

Every year, RubinBrown hosts Not-For-Profit Update seminars in St. Louis and Kansas City that bring not-for-profit executives up to speed on technical topics, current issues, best practices and much more.  CLICK HERE TO VIEW THE EVENT CALENDAR

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 2011 ECONOMIC OUTLOOK SURVEY RESULTS