Religious Institutions

Religious institutions are pillars of their communities, providing guidance, support, and essential services to people of all walks of life. At Maher Duessel, we understand the unique needs of faith-based organizations, from managing contributions and endowments to providing essential services and critical supports to the disadvantaged, all while ensuring compliance with non-profit regulations. Our specialized audit, tax, and consulting services are designed to help your institution achieve financial integrity and transparency, allowing you to focus on fulfilling your mission.

Reliable and devoted.

With years of experience partnering with religious institutions, Maher Duessel is well versed in the complexities of managing your unique and evolving needs. We work closely with a broad range of faith-based organizations (from churches and Catholic dioceses to social services agencies) ensuring they remain compliant with regulations while maximizing their financial health. The religious organizations we serve are responsible for a diverse range of programs, and we are set to offer the expert advice you can count on.

Programs provided by our religious organization clients.

• Charity and Endowment Programs
• Education Programs Through Private Schools
• Mission Trips
• Scholarship Programs
• Social Services Programs
• Worship Services

We're right here with you, as you meet your community's needs.

• Our religious organizations range in size from small churches that do not require an audit to large Dioceses with multiple affiliated entities requiring their own individual audits/tax filings. We have the flexibility in our service approach to pinpoint the best ways for your organization to meet its financial goals while successfully serving the needs of your congregants and stakeholders.
• We have over ten years of experience serving two Pennsylvania Catholic Dioceses. These successful relationships are enhanced under the leadership of the partners and principals who bring a wealth of experience in Diocese operations and financial reporting requirements. Both of these organizations have multiple component units requiring separate audit and/or tax filings, including foundations, charitable trusts, endowments, and employee benefit plans. We also perform Agreed Upon Procedures for a Diocese's schools and parishes. For added efficiency for our clients, the same team members that perform the audit/tax filings for the main religious entity are also the individuals who prepare the audits/tax filings for the affiliated entities.
• We perform annual audit services for several Catholic schools in the Pittsburgh region, with over 20 years of experience performing these services. Our engagement team leaders serving Catholic Schools have comprehensive knowledge in the financial reporting requirements for private schools and the unique operations of Catholic schools.
• Several of our faith-based clients manage programs that provide critical social services to their congregants and community members including counseling, substance abuse treatment, emergency financial assistance for key basic needs, and grant programs to support the needy. With our experience performing audits of approximately 130 human service agencies providing similar community support, we are an ideal partner for guidance in all aspects of your financial reporting.
  
  

Services we provide for religious organizations.

• Financial Statement Audits
• Grant Audits
• Reviews and Compilations
• Agreed Upon Procedures
• Audit Assistance and Financial Statement Preparation
• Accounting Consulting 
• IRS Form 990 Tax Filings

Publications