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Not-For-Profit

Not-for-profit organiztions face growing needs, often with increasingly complex issues and resource constraints that can make it diffi cult for them to achieve their missions. Accounting and compliance challenges can provide for added stress and pressure on already taxed resources. There is a solution.

Types of Not-For-Profit Entities

  • Private Schools
  • Religious Organizations
  • Health and Human Services Organizations
  • Trade Organization
  • Colleges and Universities

Team members participate in on-going training each year to stay current on the latest challenges facing our not-for-profit clients.  Additionally, they participate in ‘best practice’ groups across the U.S. that focus on the specific needs of not-for-profit organizations.  This coupled with our involvement on boards and communities with a wide variety of not-for-profit organizations, provides clients with a unique service provider in LBMC. 

Areas of Service

Financial Accounting and Reporting

  • Financial audits, reviews and compilations
  • Single audits – A133
  • Agreed Upon Procedures
  • 403(b) audits

Financial and Management Consulting

  • Organizational structure and governance issues
  • Strategic Planning
  • Expense allocation
  • Internal control review
  • Budget preparation
  • Technology Solutions
  • GAAP requirements

Taxation

  • 990 and 990-T
  • Tax Compliance reviews
  • Planned giving
  • Split-interest gifts
  • Payroll and sales tax
  • Exemption status
  • Representation before IRS

Human Resources

  • Payroll Outsourcing
  • Professional Employer Organization (PEO)
  • Human Resources Outsourcing
  • Professional Staffing
  • Interim Staffing

To learn more about how we serve not-for-profit clients and the value we bring to the clients we serve in this industry, contact one of our team leaders listed below.  Our goals are to help you navigate the challenges so you can operate at your highest performance, maximizing your mission.

If you have specific questions regarding LBMC Services for Not For Profit Organizations, email us at NFPservices@lbmc.com.

Joe AtkinsJoe Atkins     more>>

Phone Number: 615-309-2202

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Joe, a Certified Public Accountant, has diversified accounting and auditing experience in various industries including not-for-profit organizations, manufacturing, healthcare, construction, real estate, utility districts, and employee benefit plans, as well as wholesale and retail operations.

Jeff TalleyJeff Talley     more>>

Phone Number: 615-309-2286

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Jeff, a Certified Public Accountant, has been with LBMC since 1993 and has diversified experience with a variety of industries including manufacturing, real estate, not-for-profit, and professional service organizations and frequently consults on business and tax matters affecting these entities.

Chad Milom - PartnerChad Milom     more>>

Phone Number: 615-309-2315

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Chad, a Certified Public Accountant, has over fifteen years of diversified experience with a variety of industries including technology, manufacturing, employee benefit plans, and not-for-profit organizations.