Nonprofit

Nonprofit

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.

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