Social Welfare & Advocacy

The expertise to help your organization support its causes

Social welfare and advocacy organizations are complex, and receive a high level of regulatory scrutiny. It’s critical that your 501(c)(4) organization have an auditor and tax advisors to help you meet operational compliance requirements, stay abreast of industry developments, and assist in meeting your fiduciary oversight functions. We work closely with nonprofits who provide general and community welfare services, civic betterment, social improvements, political and legislative support, as well as other cause-based and action organizations.

With rising operational and compliance costs, social welfare and advocacy organizations must carry on vital program operations while balancing and maximizing the organization’s resources. Public and private sector alliances may be explored as ways to collaborate and improve program efficiencies and delivery. These organizations may also need to operate closely with related, affiliated public charities, thus necessitating critical attention towards appropriate and supportable cost-sharing arrangements.

Whether it’s dealing with operational challenges, reporting regulations, expanding revenue streams, or streamlining processes, our professionals can help your association improve its operational effectiveness, analyze new programs, review non-dues revenue options, and meet your responsibilities in fiduciary oversight, financial, and tax reporting. With our experience and dedication to your industry, we offer the following services:

Audit and Assurance — We provide independent, objective audit services of your organization’s external financial statements, and help ensure compliance with accounting and financial reporting requirements. In addition to providing reliable information from which to make decisions, these general purpose financials help your organization to report to its stakeholders, funders, donors, lenders, and other constituents.

Tax Compliance — Our tax professionals help ensure timely and accurate filings of your 990, 990T, and related state tax reports. We assist with examinations by taxing authorities, analyze activities for possible effects on charitable status and taxes, and can assist on many issues that may be important to your nonprofit, including charitable registrations, entity formation and structure, lobbying and political activities reporting, private inurement.

Outsourcing — We can provide your nonprofit entity with services designed to supplement your staff and resources, ensure accurate transactional processing, provide timely financial reporting, and strengthen organizational effectiveness. These outsourcing solutions empower your organization to spend more time focusing on your key mission, while reducing costs and overhead at the same time.

Advisory — Our professionals have extensive and practical experience in nonprofit operations, strategy, governance, risk management, and general business consulting. We deliver services designed to help you implement new standards and systems, strengthen governance functions, improve productivity and efficiency, and manage risks and analyze costs.