Not-for-profit Organizations

Davis Monk and Company has worked with not-for-profit clients throughout our 30 year history. We are recognized throughout Florida for our expertise in this area. We have experience with more than 75 not-for-profit clients, including public charities, private foundations, continuing care retirement communities, trade and professional associations and religious and social service institutions.

Auditing and Accounting Services

• Financial statement audits
• Yellow Book audits
• OMB Circular A-133 audits
• Attestation engagements
• Economy and efficiency audits
• Performance audits

• Compilations and reviews of financial statements

Tax Services

• Elect and maintain tax-exempt status
• Compliance with federal and state distribution requirements
• Minimize unrelated business income taxes (UBIT)
• Prepare IRS Forms 990

• Monitor all federal and state reporting deadlines

Consulting Services

• Document and evaluate the effectiveness of internal controls
• Evaluate operating results to assist in managing financial issues
• Present and explain financial statements to finance committees, boards of directors or other interested parties
• Provide accounting support and training
• Design and implement information technology systems
• Develop financial plans, projections and budgets
• Fundraising activities
• Governance and decision-making processes
• Organization structure and staffing
• Training and technical assistance
• Public, community and member relations
• Strategic and business planning

For more information about our services, please contact Harold Monk hmonk@davismonk.co, Tina Robinson trobinson@davismonk.com or Lorie Keegan lkeegan@davismonk.com.

Helpful Links:

IRS at www.irs.gov/charities/charitable/index.html