Payroll and/or Contractors Management
Total Retail Pricing
(Subtract Multi-Services Discount)
Get Total Annual Expected Services Estimate*
*Schedule a 15-minute phone evaluation on Scheduling page by clicking on the 15-minute link. Jeanine will ask you some basic questions about your business, followed by an e-mail with quotes for expected services and an engagement proposal.
The IRS has specific reporting requirements that must be met each and every year in order to continue to qualify for tax-exempt status. Any not-for-profit (NFP) entity that has lost it's not-for-profit status, will need to pay for-profit taxes, until it re-applies and is re-accepted for not-for-profit status.
Non-Profit Organizations Consulting includes submitting Form 990 and its related forms and schedules, including a number of specific items such as:
An Income Statement providing category breakdowns on donations, salaries paid, rent, postage and more. Revenues and expenses also need to be broken down in detail.
A Balance Sheet that accounts for cash, accounts payable and accounts receivable and more.
A Functional Expense Statement that provides information on all expenses related to fundraising, program services provided and general operations.
An Individual Program Expense Statement spelling out each program or service’s expenses, including any mailings that are sent out or educational programs that have been held.
Detailed Revenue Support Schedules providing information on the sources from which the organization gets its income, including a breakdown of specific category revenues for membership fees, donations, investment revenue and the like.
Some smaller NFPs may be qualified to return an online postcard with annual questions to comply with their tax filing requirements.
In addition to assisting with the preparing of these important support documents, Westminster based Jeanine Buben, MT, EA is also able to provide you with online accounting business services specifically designed for the needs of tax-exempt organizations. Jeanine's not-for-profits (NFP) services can include assistance and advisories with:
The preparation and review of financial statements for the organization
Creation, installation and maintenance of an online accoutning system specific to your needs.
Payroll preparation on a weekly, bi-weekly or monthly schedule.
Preparation of Payroll Taxes, as well as setting up deposits.
Bookkeeping training on the Intuit QuickBooks accounting system for your staff.
Preparation and filing of all non-profit status paperwork and applications.
Special training for your advisory board regarding how to properly use non-profit financial statements, as well as budgeting for non-profit expenses.
Preparation and submission of all tax forms, including the 990 and 990T forms
Preparation of all incorporation documentation, as well as all other paperwork required for non-profit startups, including federal employee identification number and payroll set up.
Benefits documentation as well as the preparation of pastoral housing allowances for churches in keeping with the dual status of ministers.
For those individuals who are creating new non-profit organizations, Jeanine can help with you all of the documentation required as part of the 501 (c)(3) application, including the Articles of Incorporation containing the Exempt Purpose as described in the IRS code and defined in Treasure Regulation 1.501(c)(3)-1 Paragraph d and the Dissolution Statement described in Treasury Regulation 1.501(c)(3)-1 Paragraph b subparagraph 4 (“Organizational Test”). In addition, Jeanine can help you with all other compliance requirements, including:
Obtaining an Employer Identification Number
Creating bylaws for the organization
Minutes of board meetings
Names, addresses and resumes of Board Members
Active member names and addresses
A complete inventory of assets
A complete inventory of liabilities
Assembling all Rent/Lease agreements
Revenue and Expense Statements for the prior four years, or if the organization hasn’t existed for four years for as long as the organization has been in existence.
Written reason for Formation and History of the organization
Mission Statement or Statement of Faith or Belief
Activities, operations and program documentation, including statement of purpose, fundraisers, pamphlets, etc.
Financial Support Documentation, including accounting of revenue including tithes, contributions, fundraisers, etc.
Preparation of IRS Processing/Filing Fee
Jeanine Buben, MT, EA has extensive experience in assisting with the preparation and assembly of all of the necessary documents and can help with all phases of non-profit accounting, payroll compliance, and tax compliance. See our Pricing & Plans tab for quotes and discounted plan options. Contact her at Buben.Jeanine@comcast.net or (616) 430-5231 to schedule a free telephone needs evaluation, followed by an offer with pricing options, or for other scheduling assistance or emergency or urgency.