Overview
Empowering non-profits with expertise and insight.
At Maher Duessel, we have a deep understanding of the non-profit sector and the complexities of tax compliance that come with it. With a commitment to guiding and empowering our clients, we provide specialized tax preparation services tailored specifically for non-profit organizations. Our integrated approach ensures a seamless experience, combining audit and tax services for comprehensive support that meets your organization’s unique needs.
Several of the nonprofits we serve are comprised of separate reporting entities including corporations, limited partnerships, and other affiliated organizations that support the main reporting entity. On an annual basis, we prepare numerous tax filings for these entities (in addition to the main reporting entity), and we have experience completing numerous forms, some of which are highlighted below:
IRS non-profit and related tax filings.
- Form 990 (Return of Organization Exempt from Income Tax)
- Form 990-T (Exempt Organization Business Income Tax Return)
- Form 5227 (Split-Interest Trust Information Return)
- Forms 1023 and 1024 (Application for Exempt Status)
- Form 1041 Including Schedule K-1 (Tax Return for Estates and Trusts)
- Form 1065 (Return of Partnership Income)
- Form 1120 (U.S. Corporation Income Tax Return)
- Form 3115 (Application for Change in Accounting Method)
- Form 5500 (Annual Return/Report of Employee Benefit Plan)
- Form 8940 (Request for Miscellaneous Determination)
Pennsylvania non-profit and related tax filings.
- PA-41 (Pennsylvania Fiduciary Income Tax Return)
- PA-65 (PA S-Corporation/Partnership Information Return)
- BCO-10 (Pennsylvania Bureau of Charitable Organizations)
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National level influence on non-profit tax matters.
Leaders of our firm have been a consistent part of the national conversation when it comes to non-profit tax matters through a variety of national level accounting appointments:
- The Chairman of our firm, Elizabeth ('Betsy') E. Krisher, CPA, CGFM is involved with the TEGE Exempt Organizations Council, a professional group of attorneys and accountants serving exempt organizations. Ms. Krisher serves on the Program Committee while Partner Michelle Bryan, CPA serves on the Practitioner Round Table.
- Ms. Krisher also serves on the American Institute of Certified Public Accountants (AICPA's) Not-For-Profit Section Advisory Council that manages content and develops training materials, including resources regarding non-profit tax matters.
- Ms. Krisher also served as Chair and was a long active Associate Member of the AICPA's Tax Exempt Organization Technical Resource Panel (TRP), where she helped develop the accounting industry's response to IRS matters. Ms. Bryan also served on the TRP.
Experience
Providing value to our non-profit clients.
We have assisted our non-profit clients with a variety of tax matters:
- We assisted a faith-based client that works with underserved individuals with guidance related to the Inflation Reduction Act clean energy tax incentives by providing consultation on current and future funding requirements. We also assisted with preparation of their IRS Form 990-T.
- We assisted a private family foundation with tax compliance, foundation accounting, and reporting matters. We also prepared the Foundation's IRS Form 990PF.
- We have assisted multiple clients with preparing their IRS Form 990-T to help them obtain refunds for paid parking taxes.
- We assisted a foundation with preparation of IRS Form 990PF to help the organization file for reinstatement of its exempt status.
Furthering your mission through education.
Non-profit tax updates are a key aspect of the firm’s internal and external Continuing Professional Education (CPE) sessions enabling our employees and clients to stay informed regarding the latest regulatory matters impacting non-profit tax reporting. We dedicate at least one session at our annual Non-Profit Update seminar to focus on tax matters affecting non-profits. In addition, Ms. Krisher has presented several training sessions related to IRS Form 990 compliance at the AICPA & CIMA Annual Not-For-Profit Industry Conference.
Industry Insights
Publications
Service Contacts
Let’s get started.
With our deep expertise and integrated approach, Maher Duessel is ready to assist your non-profit organization in meeting its tax compliance and financial goals. Contact us to schedule a consultation and learn more about how our specialized services can benefit your organization.