Helping you Help People
Not-for-profit organizations serve a valuable function in Kentucky communities. At Jones, Nale & Mattingly, we are committed to serving them and assisting these organizations in operating in an efficient and cost-effective manner.
Confronted by economic, legislative, social, and technological twists and turns, your not-for-profit organization faces a maze of obstacles on the path to improved performance. Our Not-For-Profit professionals provide innovative ways to help you achieve your mission and goals.
Jones, Nale & Mattingly provides a full range of accounting, tax and consulting services to not-for-profit entities including health and human services agencies, healthcare organizations, trade/professional associations, civic groups, religious organizations, educational and charitable organizations, and labor unions. We provide a range of services designed to meet the unique needs of not-for-profit organizations. We help a wide variety of organizations with audit and tax assistance, performance benchmarking, allocation plans and internal control systems -- enabling them to find solutions to the challenges they face every day.
Our accounting and assurance services for not-for-profit entities include:
- Creation of budget systems for financial reporting and rate-setting purposes
- Preparation of vital documents and related analyses
- Analysis of unrelated business income tax (UBIT) issues
- Communication between not-for-profits and funding agencies
- Technology services including computer hardware needs assessment, selection and service software evaluation, customization and training
- Analysis of mergers, acquisitions, and joint ventures
Our tax services include:
- Not-for-profit tax returns
- Applying for tax exempt status with the IRS
- Registering with appropriate state attorney general's offices
- Tax planning strategies and minimum distribution requirements
- Preparation of federal and state filings
- Handling all federal and state tax examinations
Get the right perspective on your not-for-profit business. Contact Jon Meyer (jon@jnmcpa.com) today.
Learn More About Our Partners »





