Non-Profit Organizations

PYA provides a full range of tax, audit and assurance, and business advisory services for non-profit-organizations. Our professionals help your organization focus on its mission while ensuring financial transparency and sustainability.

We support proactive strategies including guidance on opportunities for tax-exempt financing, grants, and state or local tax exemptions. We assist with filing timely and accurate Form 990 returns and navigating unrelated business income tax rules.

Our Non-Profit Organization Services

Audit


Assurance

  • Outsourcing or Co-Sourcing of Internal Audit Functions 
  • Reviews and Compilations of Financial Statements 
  • Debt Issuance and Compliance Monitoring 
  • Agreed-Upon Procedure Reports and Special Reporting 


Advisory

  • Internal Control Reviews and Risk Assessments 
  • New Accounting Standard Implementation 
  • Accounting Policy and Procedure Manual Development 
  • Forensic Accounting and Dispute Resolution 
  • Financial Due Diligence and Quality of Earnings Transaction Accounting Assistance 
  • Financial and Statistical Analysis 

Compliance 

  • Federal, State, & Local Income Tax Returns 
  • Real and Personal Property Tax Reports 
  • Quarterly & Annual Payroll Tax Returns 
  • Employee Benefit Plan Tax Returns 
  • Tangible & Intangible Property Tax Reports 
  • Sales Tax Returns 
  • State and Local Business Registrations and Applications 
  • Representation for IRS & State Examinations 


Tax Planning and Advisory

  • Income Tax Nexus Analysis 
  • Sales and Use Tax Exposure Analysis and Consulting
  • Transaction Analysis & Planning 
  • Accounting for Income Taxes Under ASC 740 
  • Merger & Acquisition Analysis 
  • Financial Risk Assessments & Management 
  • Research and Development Credit Studies 
  • Energy Credit Studies 
  • Historic & Rehabilitation Tax Credit Studies 
  • Like-Kind or Reverse Real Estate Exchanges 
  • Entity Choice Modeling and Analysis 
  • Employee Benefit Modeling 

  • Monthly Accounting & Advisory
  • Quickbooks Support
  • Financial & Operational Dashboard Reporting
  • Tax Assistance & Planning
  • Outsourced Controller/CFO Services
  • Concierge Business Support Services
  • External Audit Support Services

Business Intelligence

  • Customized Data Analytics 
  • Dashboards and Visualizations 


IT Advisory Services

  • Comprehensive IT Assessments 
  • Cybersecurity Assessments 
  • IT Outsourcing Assessments 
  • Pre- & Post-Merger/ Acquisition IT Assessments


IT Risk Management & Compliance

  • Risk Management Program Development and IT Compliance Assessments 
  • Cyber Intelligence 

  • Contract Disputes
  • Fraud Investigations
  • Damages Calculations & Lost Profits Analysis
  • Expert Reports and Testimony
  • Civil Investigative Demands
  • Forensic Accounting & Investigations
  • Government Investigations

Mission-Focused Nonprofit Tax, Audit, and Advisory Support

Nonprofit Tax, Audit, and Advisory Services

Tax Compliance and Planning for Nonprofit Organizations

Nonprofit organizations must balance mission-driven operations with complex tax reporting, funding, and compliance requirements. PYA assists nonprofits with Form 990 filing, unrelated business income tax rules, tax-exempt financing guidance, grants, state and local tax exemptions, tax analysis, and foreign grant reporting support.

Audit, Assurance, and Financial Reporting Services

Boards, donors, lenders, grantors, and other stakeholders depend on accurate financial reporting and strong internal controls. PYA provides financial statement audits, Uniform Guidance audits, employee benefit plan audits, SOC examinations, reviews and compilations, internal audit support, debt compliance monitoring, agreed-upon procedures, and accounting standard implementation support.

Advisory, Fractional Accounting, Technology, and Dispute Support

Nonprofits often need coordinated support beyond annual filings and financial statement audits. PYA provides fractional accounting, outsourced controller and CFO services, financial dashboards, business valuation, Quality of Earnings assistance, cybersecurity assessments, IT compliance support, forensic accounting, dispute resolution, and litigation support.

The PYA Difference

Over our 40-year history, PYA has consistently delivered high-value advisory services to our national client base. Our team is deployed to develop custom plans using proven approaches and work plans.

Independence

Private ownership means we answer only to our clients, not to third-party investors, giving us the freedom to be thorough and thoughtful in our work. We judge our success by our clients’ success.

Relationships

We value long-term relationships and work hard to maintain them. Our commitment to client relationships and the communities we serve remains constant.

Responsiveness

PYA has a reputation among clients for responsiveness. PYA's goal is to respond to calls and emails within 24 hours when possible.

PYA-Non-Profit-Organizations-Strategy-Advisory-Accounting-Services

Contact Our Non-Profit Organizations Team

Team Leader

Mike Shamblin Headshot Mike Shamblin

Managing Principal of Accounting & Advisory and Firm Chief Risk Officer

Subject Matter Experts

Jennifer Blackwood Headshot Jennifer Blackwood

Managing Principal of Tax

Nina Eiler Headshot Nina Eiler

Principal, General Counsel, and Director of Litigation Support

Jessica Scouten Headshot Jessica Scouten

Principal and Director of Forensic Services