Not-for-Profit Tax

But with KSM on your side, you’ll have peace of mind in knowing your reporting is accurate and timely, and we’ll help make sure you’re always putting your best foot forward for donors and grant writers. We work with public charities, private foundations, charitable trusts, membership organizations, and a wide variety of other not-for-profit groups to overcome these challenges – and we do it through strong partnerships based on trust, responsiveness, and communication.

Our team is committed to helping you accomplish your not-for-profit organization’s mission with limited resources. We know inside and out what’s required to justify and maintain tax-exempt status, and we can use that information to make your life easier so you can focus on achieving your mission.

How We Can Help

Form 990. In addition to helping you understand, interpret, and complete your organization’s Form 990, we can assist you in using it to effectively showcase your organization for potential funders. Our web-enabled Form 990 Organizer simplifies and streamlines this process by keeping all your compliance information in one place.

Tax-exempt status. We can help you apply for tax-exempt status, structure your organization, stay compliant, navigate how to treat lobbying and political activities, and more.

Unrelated business income tax (UBIT). We specialize in minimizing and calculating UBIT, and we can help guide you in understanding the nuances between not-for-profit and for-profit operations.

Private foundation excise taxes. Our team can handle net investment income, annual distribution requirements, self-dealing, taxable expenditures, and more.

Planned giving. We’re here to assist donors with charitable trusts and other planned giving strategies. And we can consult with not-for-profit organizations about gift acceptance and reporting and ensure fundraising solicitations are compliant.