Tax Accounting & Consulting

Nonprofit Tax Services

Associations, faith-based organizations, social services organizations, private foundations, private schools and other nonprofit entities need a tax partner with extensive experience with tax-exempt organizations. Our dedicated team of nonprofit experts understand that your Form 990 is more than just a tax return; it is an overview of your financials, and it outlines your mission and the achievements you’ve made throughout the year.

Services

A Full Spectrum

We understand that the Form 990 isn’t the only tax-related hurdle nonprofit organizations face. We excel at helping nonprofits address a full spectrum of tax issues including:

  • Form 990: We have extensive experience with these crucial filings. Instead of just taking a check-the-box approach, we can help you use your Form 990 as a strategic tool.
  • Unrelated Business Income (UBI) Tax: The distinctions between tax-exempt revenue and the taxable realm of unrelated business income can be complicated. We can help you navigate the highly technical rules that separate the two.
  • Multi-Entity Planning: For-profit companies aren’t the only ones that can benefit from a multi-entity corporate structure. Used properly, it can help nonprofit organizations manage risk and protect their tax-exempt status.
  • State and Local Tax Returns: Our nonprofit specialists can prepare state and local filings required for income, sales and use or property taxes with maximum efficiency.
  • Application for Exemption: We can help your organization obtain or reinstate its tax-exempt status by completing and filing Forms 1023 or 1024 with the IRS.
  • Review of Internet Transactions: Nonprofits face increasing regulatory scrutiny for their online fundraising activities. Our experts can help you prevent costly mistakes. 
  • State Charitable Registration: We can help you avoid nonprofit tax penalties by maintaining active state registration status in the states where your nonprofit solicits donations.
  • Contract Review: Our experts will help you review your organization’s royalty, affinity and sponsorship contracts to ensure you comply with the complex rules that differentiate tax-exempt and taxable income.
  • Planned Giving: Some donations can end up costing your organization more than the value of the gift. We can help you develop a strong, well-planned gift acceptance policy to prevent these types of surprises.
  • IRS Private Letter Ruling Requests: We’ll ensure that you meet the specific and strict IRS technical guidelines for submission.

Armanino Resources

Blog

Nonprofit Tax Considerations for Canceling or Postponing Events

There are a lot of questions around whether nonprofits should cancel events and the potential tax issues of refunding money.

Learn More
Nonprofit Symposium 2021
Event
Nonprofit Symposium
As part of Armanino’s ongoing commitment to remain the go-to nonprofit and exempt-organization provider we host our annual Nonprofit Symposium.
Experts
Katy Brown - Manager, Tax - San Ramon CA | Armanino
Partner
Katy is a Tax partner and leads the firm's West Coast Nonprofit Tax practice.

San Ramon, CA
Paul O'Grady - Partner, Audit - San Ramon CA | Armanino
Partner
Paul heads up the nonprofit practice group and also serves on the firm's Accounting Standards Technical Committee.

San Ramon, CA
Matt Petroski, Director, Tax - Armanino
Director
Matt Petroski is a nonprofit tax specialist with 18 years of experience in the industry.

San Ramon, CA
Resources
Nonprofit Tax Accounting News & Tips
Regulatory and Industry News Alerts from Armanino
Article
Your 501(c)(6) can account for its PPP loan as a government grant or debt — know the key differences.

September 10, 2021
Regulatory and Industry News Alerts from Armanino
Article
The proposed bipartisan legislation would impact private foundations and donor-advised funds and their tax exposure.

June 17, 2021
Implications of the Paycheck Protection Program (PPP) on Form 990
Article
Form 990 reporting of PPP and EIDL should be consistent with both book treatment and required government treatment.

May 26, 2021
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