Northfield NJ CPA – Tax, Accounting & Consulting Services (609) 641-4000  | 

Nonprofit Organizations

Capaldi Reynolds & Pelosi knows that the nonprofit industry is unique in its focus on public goals and funding streams rather than the private goals of other business owners. We have the expertise to help you navigate the complexities of your program activities, safeguard your assets, and achieve your mission. We can help you attain the transparency in management and operations needed to enhance your stewardship responsibilities and meet the challenges of the complex and changing government and IRS regulations and requirements.

We keep you up to date on critical industry developments and evolving best practices, helping you optimize funding resources. Nonprofit organizations depend on the talent and motivation their team and their reputation in the community- our knowledgeable accounting staff can help you identify and prioritize financial risk areas and develop management plans and policies that inspire trust from Directors, funders and other key stakeholders.

Our services for nonprofit organizations include:

  • Audits and financial reporting
  • Governmental “Yellow Book” audits
  • Single Audits (OMB Circular A-133)
  • Retirement Plan (ERISA) audits
  • Health and Welfare Plan (ERISA) audits
  • Indirect Cost Rate certification
  • Exemption application (Form 1023 or 1024)
  • Preparation of federal information and tax returns- Forms 990, 990-EZ and 990-T
  • Preparation of state registration and reporting
  • Internal Control studies
  • Data analytics and consulting
  • Cost and procurement analysis
  • Tax issue analysis
  • IRS audit support
  • Budget and forecasting
  • Transactional analysis and support
  • Accounting handbooks
  • Board training for understanding financial statements and tax returns
  • Development of governance policies
  • Benchmark studies
  • Industry comparisons
  • Functional expense allocation study

Industry Insights

CASA Toy Drive

CASA Toy Drive

For years, our Team has adopted families for the holidays. This effort is always coordinated by Maureen Wild, who even happily shops for the non-shoppers among us. Last year we did something a little different and had a toy drive for the children served by CASA (Court...

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