Katz, Sapper & Miller has committed top talent and substantial resources to providing the best, most extensive services for the not-for-profit sectors. We understand that not-for-profit organizations face the same challenges as any business – making the best use of available resources, growing to support more services, remaining financially viable and providing accountability. In addition, you must contend with financial situations unique to the not-for-profit world. KSM, with more than 65 years of experience in the not-for-profit sector, helps you address these issues.
Our rapidly growing list of significant not-for-profit clients demonstrates the value our team of seasoned veterans with hands-on experience working at not-for-profit organizations is able to provide. Our practical experience means we can identify with clients’ day-to-day management issues and operational concerns, such as internal controls, segregation of duties, management effectiveness and board development.
In addition, we’re personally, not just professionally, committed. Each of the KSM partners and staff dedicated to this industry are board members or volunteers for local or regional not-for-profits. As a firm, KSM supports charities, community organizations and not-for-profit programs. That means we have a first-hand understanding of the value of services provided and an awareness of the special challenges confronting organizations like yours.
A new entity,
KSM Charitable Foundation Services (KSM CFS) offers comprehensive services to grantmaking organizations. Our services can support any aspect of your organization, from initial implementation, to establishing guidelines, policies and procedures, to managing grant requests, to monitoring compliance and tax and financial reporting, and everything in between. The use of KSM CFS will give you the tools to maintain your primary philanthropic objectives while operating under the knowledge that all your administrative, accounting and tax needs are being met. You are able to concentrate your resources on the most important aspects of your grantmaking organization: determining what organizations, individuals or projects to provide funding to and evaluating results to ensure your funding dollars are well-spent.
We offer a complete range of services designed to keep your organization running smoothly, efficiently and in compliance every day.
Services for the Not-For-Profit Industry
- Audits, Reviews and Compilations
- Agreed Upon Procedures
- Employee Benefit Plan Audits
- Tax Compliance and Consulting Services:
- Preparation and Filing of Federal and State Tax Returns
- Intermediate Sanctions Legislation and Regulations
- Indiana Property Tax Exemptions and Minimization
- Exempt Status Consulting
- Corporate Sponsorship and Royalty Transactions Structuring
- Strategic and Operational Consulting Services:
- Organizational, Operational and Financial Assessments
- Strategic and Business Planning
- Revenue Enhancement Planning
- Establishment of Policies and Procedures
- Information Systems Consulting
- Structuring of Transactions between Related or Unrelated Entities
- Budget Preparation
- Accounting and Financial Reporting Systems Design and Implementation
- Financial and Management Reporting
- Cost Allocation between Funds and Programs
- Transition Management
- Internal Control Review
- Process Improvement Review
- Capital Campaign Management
- Project Management
- Organizational Gap Analysis
- Board Development
- Back-Office Services for Charitable Foundations (see www.ksmcfs.com)
To keep you up-to-date on changes affecting the reporting and tax issues of not-for-profits, we publish a newsletter, Profitable Solutions for Nonprofits. We also host seminars on related topics.
For more information, contact Scott Schuster, Partner-in-Charge of our Not-for-Profit and Governmental Services Group.