Nonprofit Organizations

Nonprofits have to make every dollar count. Faced with increased funding competition, evolving technology, and changing regulations, nonprofits rely on Templeton to understand their many special audit, tax and operating requirements.

Considered one of the outstanding professional services firms serving South Florida’s nonprofits, Templeton provides organizations of all sizes with high quality audit, accounting, consulting, tax and advisory services and solutions that are customized to each nonprofit’s unique concerns and issues.

Our Nonprofit Clients Include:

  • Charitable and service organizations
  • Civil, cultural and social organizations
  • Educational Institutions
  • Faith-based organizations, houses of worship
  • Foundations
  • Healthcare providers
  • Membership and trade organizations
  • Museums
  • Religious organizations
  • Sports, recreational and youth programs

In addition, having provided support services and solution demonstrations, system installation and customized training, Templeton has a technical understanding of business management and accounting solutions not available from most computer support organizations.

Our Services Include

  • Audits of financial statements in accordance with GAAP, the Yellow Book, the Single Audit Act, OMB Circulars, and various funding agencies.
  • Strategic planning and trend analyses.
  • Consultation services, including design and implementation of fund structures and charts of accounts.
  • Assistance with design and implementation of accounting and internal control systems, policies and procedures, and training personnel.
  • Consultation, design and implementation of computer systems with a special emphasis on MAS 90 accounting software.
  • Preparation of required reports for various funding agencies, including Mental Health and Mental Retardation Programs, Children and Youth Social Services, Long-term and Intermediate Care Facilities, Departments of Health and Human Services, Housing and Urban Development, and Public Welfare.
  • Preparation of federal and state tax and information returns, including private foundations.
  • Consultation on the most recent regulatory and legislative developments.
  • Consultation and advisory services on tax-related issues, including maintaining tax-exempt status and strategic planning.

The firm is a member of the AICPA’s Governmental Audit Quality Center demonstrating our commitment to the quality performance of not-for-profit, governmental and Uniform Guidance assurance engagements.

NONPROFIT BLOG

Significant Rule Change for Certain Tax Exempt Organizations Reporting Donor Information

By Marc Berger, CPA, JD, LLM On July 16, 2018, the Internal Revenue Service (IRS) released Revenue Procedure 2018-38, modifying the information reported to the IRS by certain tax-exempt organizations on their annual Form 990 or Form 990-EZ information return. Affected organizations will no longer be required to report the names and addresses of their […]

Identifying and Overcoming Common Nonprofit Challenges

By Laurie De Armond, CPA, and Adam Cole, CPA Nonprofit organizations are uniquely shaped by their mission, history, size, program goals and community. But leaders of these organizations—whether a CFO at a global health services charity, a CIO of an education endowment or the executive director at a museum—share a common goal of advancing their […]

How Predictive Analytics Is Transforming NPO Fundraising

By Joe Sremack, CFE, and Gurjeet Singh, MCP The art of nonprofit fundraising is quickly becoming a science. Fundraising is a vital process for the mission of many nonprofit organizations (NPOs), and the better organizations are at this process, the more effective they become in their missions. Historically, this process consisted of following standard fundraising […]