Non-Profit Organizations

Non-profit organizations have relied on our proactive approach to cost-effective business solutions and tax issues for more than 20 years. Nearly half of our clients operate in the nonprofit sector - from enterprising startups to established organizations with $50 million in annual revenue.

At SGA Group, we strongly believe in serving and supporting the communities where we live and work. The value we place on personal, long-term relationships allows our team to bring a customized approach to the unique challenges of the nonprofit sector. We understand and further the objectives of our nonprofit clients in a broad range of fields, including foundations, arts and culture, education, health-related services, membership organizations, private social clubs and senior organizations.

We offer a full-range of traditional and nontraditional services, both off-site and in-house, to provide nonprofit clients with financial management solutions that empower management, boards and volunteer staff with the knowledge of how to maintain records, prevent nonprofit fraud and find ways to ensure accountability.

A recognized leader in the state on tax-exempt issues, we have a dedicated team of professionals that focus on these issues year round to stay up-to-the-minute with ever-changing laws. Our experts actively participate in conferences to educate the community and nonprofit groups looking for guidance.

Assurance Services

We put our extensive experience behind every financial statement to help you identify
risks as well as opportunities so you can focus on profitable solutions.

  • Audits in Accordance with Single Audit Act and OMB Circular A-133
  • Performance Audits
  • Fraud Audits

Tax Services

We take a proactive approach to all tax issues, offering expert, accurate advice to help you make the right decisions year round.

  • Federal, State, Local Tax and Charity Compliance and Planning
  • Entity Structuring
  • Planning for Complex Transactions
  • Applications for Exempt Status
  • Unrelated Business Income Tax Consulting
  • Representation Before All Tax Authorities

Outsourced Solutions

SGA Group can act as your CFO, working with your team on strategy, goals and budgets.

  • Controller/CFO Functions
  • Day-to-day Accounting and Bookkeeping
  • Accounting Staff Training

Consulting

SGA Group’s consulting services help you to attain your organization’s strategic goals.

  • Investment Strategy and Policy Development
  • Capital Campaign Consulting
  • Planned Giving Advice
  • Tax Structure Planning
  • Deferred Compensation and Employee Benefit Plan Consulting
  • Human Resource Consulting
  • Board and Policy Development

For more information about the SGA Group’s activities in the non-profit sector, read our blog and subscribe to our newsletter.

The following websites are also a great resource for non-profit sector news and information: