Two ways to start. A free fit call, or the Diagnostic in writing.
Client login786-952-6621

Nonprofits and churches

Form 990 and public disclosure, executive compensation, unrelated business income, restricted grants and fund accounting, governance, fundraising registration, and church bookkeeping.

20 guides, each written by a CPA licensed in the US and Canada.

US Tax

Church Bookkeeping: Fund Accounting, Minister Housing Allowance, and the FICA Exemption

Churches use fund accounting, not standard bookkeeping. Church accounting follows rules that apply nowhere else in the tax code.

Aug 27, 2026
US Tax

Donor Acknowledgment Letters and Tax Receipts: What Nonprofits Must Provide Under IRC 170

Nonprofits must provide written acknowledgment for donations of $250 or more and quid pro quo disclosure for payments over $75.

Sep 4, 2026
US Tax

Fiscal Sponsorship Tax Implications: Model A vs Model C, Donor Deductibility, and Transition to 501(c)(3)

How fiscal sponsorship works for tax-deductible donations without 501(c)(3) status. Model A vs Model C structures, variance power under Rev. Rul.

Sep 4, 2026
US Tax

Form 1023 vs 1023-EZ: How to Apply for 501(c)(3) Tax-Exempt Status

A complete guide to the IRS 501(c)(3) application process, including Form 1023 vs 1023-EZ eligibility, organizing document requirements.

Sep 4, 2026
US Tax

Nonprofit Board Governance and Compensation: How to Set Pay Without Triggering Intermediate Sanctions

Boards that set executive compensation without a proper process risk IRC 4958 excise taxes.

Sep 4, 2026
US Tax

Nonprofit Donor Acknowledgment Letters: What IRC 170 Requires and What Gets Donations Disallowed

For any gift of $250 or more the donor's deduction depends on your letter: the amount, whether goods or services were provided, their value.

Aug 27, 2026
US Tax

Nonprofit Employee Retention Credit: ERC Eligibility, Calculation, and the IRS Moratorium

Tax-exempt organizations under IRC 501(c) were eligible for the Employee Retention Credit (ERC) on the same basis as for-profit employers.

Aug 27, 2026
US Tax

Nonprofit Employee vs. Contractor Classification: Minister Housing Allowance, FICA Exemptions, and Payroll Rules

Worker classification is high-stakes for nonprofits. Here is the IRS test, the minister's housing allowance under IRC 107.

Sep 4, 2026
US Tax

Nonprofit Executive Compensation: Reasonable Pay, Excess Benefit Transactions, and Form 990 Disclosure

Form 990 requires disclosure of compensation for officers, directors, key employees, and the five highest-paid employees and independent contractors.

Aug 27, 2026
US Tax

Nonprofit Fiscal Sponsorship: How It Works, Tax-Deductible Donations Without 501(c)(3) Status, and the Two Models

A project without its own 501(c)(3) can take tax-deductible gifts through a fiscal sponsor that controls the money. Covers key rules, filing requirements,.

Aug 27, 2026
US Tax

Nonprofit Form 990 Filing Guide: Which Form, When to File, and What Happens If You Don't

Most 501(c) organizations must file Form 990 each year. Here is how to determine which version you file, what the public support test requires.

Sep 4, 2026
US Tax

Nonprofit Form 990 Filing Guide: Which Version, What It Discloses, and What Triggers an Audit

Every exempt organization files a version of Form 990 unless it's a church, and three missed years end the exemption automatically.

Aug 27, 2026
US Tax

Nonprofit Fundraising Event Tax Rules: Galas, Auctions, Raffles, and Sponsorships

Fundraising events create a split between the charitable contribution (deductible) and the purchase price of goods or services received (not deductible).

Sep 4, 2026
US Tax

Nonprofit Governance: Conflict of Interest Policy, Board Oversight, and the Form 990 Questions

Form 990 asks whether your nonprofit has conflict of interest, whistleblower, and document retention policies.

Aug 27, 2026
US Tax

Nonprofit Grant Management: Restricted Funds, ASC 958, and Cost Allocation

ASC 958 classifies a nonprofit's net assets into two categories: with donor restrictions and without donor restrictions.

Sep 4, 2026
US Tax

Nonprofit Grant Management: Restricted Funds, Compliance Reporting, and What Happens When You Misspend

A grant restricted to youth literacy can't pay the rent, and the accounting has to prove it didn't. Under the FASB standard for nonprofits (ASC 958).

Aug 27, 2026
US Tax

Nonprofit UBIT: When a Tax-Exempt Organization Owes Income Tax, What's Excluded, and How Form 990-T Works

A nonprofit owes 21% on net income from a regular business unrelated to its purpose, after a $1,000 deduction.

Aug 27, 2026
US Tax

Private Foundation Excise Taxes: IRC 4940-4945 Compliance, Self-Dealing, and Minimum Distribution

Private foundations face six excise taxes that public charities avoid. Private foundations are subject to six excise taxes under IRC 4940-4945: (1) a 1.

Sep 4, 2026
US Tax

Starting a Nonprofit: 501(c)(3) Application, State Registration, and the First-Year Compliance Checklist

There is a specific order of operations for launching a nonprofit, and most founders get at least one step wrong. Covers key rules, filing requirements,.

Aug 27, 2026
US Tax

Unrelated Business Income Tax (UBIT): When Your Nonprofit Owes the IRS

A deep guide to IRC 512-514 for tax-exempt organizations: what triggers UBIT, the key exclusions, debt-financed property rules, the silo rule.

Sep 4, 2026

Related topics in US Tax