NOT-FOR-PROFIT: SERVICES

The following represent selected services Rubino & McGeehin’s specialty group for exempt organizations provides to a roster of over 200 not-for-profit organizations:

• General purpose and OMB Circular A-133 audits
• Cost allowability and allocability determinations under OMB Circular A-122
• Compliance determinations for Federal grants under OMB Circular A-110
• Indirect cost rate structure and historical cost submissions
• Accounting system installation, design, and reviews
• Preparation of Forms 990, 990-PF, 990-T, 8734, and various state reports
• Consultations on private foundation issues
• Grant application preparation and reviews
• Unrelated business taxable income compliance reviews
• Management system reviews and assistance
• Financial reporting assistance
• IRS recognition of tax exempt status assistance
• Budgeting reviews and assistance
• Placement and staff training services
• Strategic planning assistance
• State and local charitable registration assistance
• Reserve policies and investment policies design assistance

In addition, R&M provides superior continuing service by keeping our clients aware of emerging tax law and changes in accounting standards.