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Non-profit Organizations

Since 1979, Myers, Brettholtz & Company, PA has been working with non-profit organizations in Lee & Collier County helping them achieve their goals.

It's all about you and your organization. 

Would you benefit from having professionals working for you and with you who are experienced in advising non-profit organizations?

We can help.

Our job is to handle the daily, monthly or annual accounting functions, including accurate financial reporting.  We will keep you up to date and make sure you are in compliance with donars, grantors, and taxing authorities, and provide you with experienced consultaion and guidance.

Almost anyone can crunch numbers for you, but your organization needs more to thrive in today's regulatory environment.  Our clients view Myers, Brettholtz & Company as their partner and we recognize and support that view. 

We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you.

Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items.

  1. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent...

  2. Balance Sheet with specific categories like cash, accounts receivable, accounts payable...

  3. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations.

  4. Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

  5. Revenue Support Schedules that detail the organization's sources of income in specific categories like charitable donations, membership fees, investment income.

The IRS uses these very specific revenue and expense classifications to determine if your organization will retain its tax-exempt status. So it's imperative that you build your accounting system around these revenue and expense classifications.

Here's what we do for you...

  • Audit, Review or compile your financial statements

  • Internal control studies

  • Design, install, and maintain your Accounting System

  • Part time CFO services

  • Weekly, bi-weekly, or monthly payroll preparation

  • Payroll Tax Preparation and Deposits

  • Provide training for your accounting personnel

  • Complete and file your non-profit status application

  • Provide training for your board on non-profit financial statement usage and effective budgeting practices

  • Prepare and file the 990 and 990T tax forms

  • Prepare your initial start-up documentation, including incorporation, federal employee identification number (FEIN), and payroll setup with federal and state agencies.

  • Churches: We prepare the pastoral housing allowance and other required benefit documentation to meet the complex dual status of ministers.


 If you're starting a new not-for-profit organization we can help you prepare your organization's 501 (c)(3) application for tax-exempt status (form 1023).  We are happy to assist in the application process from establishing the organization through the preparation of the articles of incorporation and bylaws to developing the organization’s mission statement and activities and programs.

Let us help you setup and/or maintain your non-profit tax-exempt status by requesting a consultation below.

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Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.