Scott A. Schuster


Casse L. Tate


Justin M. Hayes


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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. Additionally, you must contend with financial situations unique to the not-for-profit world. Our firm, with more than 75 years of experience in the not-for-profit sector, helps you address these issues.

Katz, Sapper & Miller’s 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.

Our services for the not-for-profit industry include:

  • Agreed-upon procedures
  • Audits, reviews, and compilations
  • Back-office services for charitable foundations
  • ERISA employee benefit plan audits
  • 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
  • Tax compliance services
    • Preparation and filing of federal and state tax returns 
    • Intermediate sanctions legislation and regulations
    • Exempt status consulting
    • Corporate sponsorship and royalty transactions structuring

Our commitment to the industry goes beyond the clients we serve. Our professionals actively participate on boards and committees for numerous local and regional not-for-profits, allowing us to better understand the special challenges you face.