Not-For-Profit Organizations

Exempt Organization Play a Vital Role in Supporting Our Communities.

Exempt organizations are dedicated to maintaining a mission-centric approach.  Operating within strict budgetary limitations, compliance demands, reputation management, and the need to attract, develop and retain talent are challenges for these organizations.  Pasquesi Sheppard’s team of professionals is deeply involved and knowledgeable about your sector and we are committed to partnering with you to help you make informed financial decisions.

We dedicate time to thoroughly understand your organization, its mission, and values, and we integrate this insight with our extensive knowledge of the challenges facing the not-for-profit sector to deliver tangible results.

Our Focused Capabilities:

  • Maintaining Tax Compliance
  • Financial Reporting
  • Outsourced Key Accounting Functions
  • Strategic planning
  • Independent contractor versus employee determinations
  • Unrelated business taxable income and alternative investment considerations

We recognize that the term ‘not-for-profit’ encompasses a diverse range of organizations; such as educational institutions, charities, healthcare providers, community clubs, and membership organizations. We tailor our advice to address the specific nature of your organization, considering your unique needs, challenges, and opportunities.

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