Non-Profit

Optimizing Non-Profit Finances for Greater Impact

As a non-profit organization, you always seek ways to improve efficiency and effectiveness. Calvetti Ferguson can help you do just that. Our team of accounting, assurance, and tax experts understands your organization’s unique financial challenges and develops customized solutions to help you achieve your goals.

Every non-profit is unique, so we take a collaborative approach to working with our clients. We listen to your needs and develop a plan to meet your specific requirements, committed to helping you achieve your mission of making a difference in the world.

Our non-profit experience and service offerings include:

  • Financial Statement Audits: Providing independent assurance on the fairness and accuracy of your financial statements, crucial for donor confidence and regulatory compliance.
  • Single Audits (OMB Uniform Guidance/A-133): For non-profits receiving federal awards, ensuring compliance with the stringent requirements of government grants.
  • Reviewed Financial Statements: Consisting of inquiry and analytical procedures, and it does not include confirmations or obtaining other 3rd party evidence.
  • Compiled Financial Statements: Taking the client’s information and preparing the financial statements in accordance with the generally accepted accounting principles (GAAP) format.
  • Agreed Upon Procedures: Includes a compiled financial statement and a report of the findings on specific processes. Most of our agreed upon procedures engagements include review and testing of internal control structures.
  • Tax Services: We know the importance of the non-profit tax return to the Grantor, Foundation and Donor Community. All 501(c)(3) form 990s are available to the public. Non-profits need to make sure that their 990s are donor friendly.

Non-profit entities currently served:

  • Associations
  • Charitable Organizations
  • Churches
  • Foundations
  • Healthcare Non-Profits
  • Regional Advisory Councils
  • Religious Organizations
  • Private Schools 

Services:

Charter Schools

Charter schools operate within a complex framework, functioning as non-profit entities with business-like operations, while adhering to government-level regulations. With the growing number of charter schools across the nation, the sector demands robust financial oversight and specialized auditing services for sustainable management.

Charter schools frequently encounter challenges of internal controls, particularly in procurement, payments, and payroll. To address these industry-specific issues, expert auditing services are crucial. Calvetti Ferguson provides specialized teams with in-depth understanding of the charter school environment.

Leveraging extensive industry knowledge, our professionals offer efficient audit services and ensure compliance with both federal and state education department regulations. We support clients with comprehensive accounting services, proactively preparing them for evolving federal and state regulations, and facilitating successful Federal Single Audits.

Contact Our Team

We partner with companies, private equity firms, and family offices to provide bespoke solutions to address their complex accounting, tax, risk, and advisory needs. Complete the form below, and a team member will contact you within one business day to discuss your specific needs.

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