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Not-for-Profit & Education

Guidance tailored to your organization

As a not-for-profit organization, you face pressures from both internal and external sources. You must balance the cost of your operations with the demands and expectations from the public and from shareholders. At the same time, you must uphold your commitment to the community. 

We understand the challenges of operating in the nonprofit sector and provide an array of tax, assurance* and business advisory solutions that make it easier for you to focus on your core functions. Our professionals work with the gamut of not-for-profits, from educational institutions and schools to health and welfare groups and public charities. We bring our experience to the table to assist your organization. 

Not-for-Profit Viewpoint

Each month, CBIZ publishes the Not-for-Profit Viewpoint, a publication which covers the regulatory updates and trends impacting not-for-profit organizations. Visit our archive here.

The array of services we provide help streamline your operations, increase your transparency to shareholders and keep you in compliance with the ever-changing financial reporting regulations.

Solutions

  • Audit & Assurance*: Through our strategic association with Mayer Hoffman McCann P.C., we provide financial statement audits and numerous other assurance services to help you demonstrate compliance with financial reporting regulations.
  • Form 990 Preparation and Exemption Application Assistance: Form 990 provides your donors, constituents, shareholders and the public a view of your organization, its mission and its financial health. Our tax advisors help you complete and file this IRS-mandated form for tax-exempt organizations. We also help you obtain and maintain your tax-exempt status.
  • OMB Circular A-133 Services*: Mayer Hoffman McCann P.C. professionals are highly trained in conducting audits that are compliant with OMB Circular A-133.
  • Outsourcing: Accounting and tax outsourcing and co-sourcing free up your valuable resources to allow you to focus more on your core services.
  • Unrelated Business Income Tax Planning: Whether your revenue is generated by your organization or for-profit subsidiaries, ongoing planning and management are critical to maintaining your tax-exempt status.
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Michael Burns Michael Burns Managing Director, CPA
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*CBIZ is associated with Mayer Hoffman McCann P.C. (MHM), a national, independent CPA firm through an alternative practice structure. The two companies are separate and independent legal entities that work together to serve clients' business needs. CBIZ, Inc. and its Accounting, Tax and Advisory companies are not licensed CPA firms. CBIZ offers tax, consulting and advisory, and non-attest accounting services. MHM offers audit and all other attest services. CBIZ and MHM are members of Kreston International -- an association of separate and independent legal entities.