Not For Profit

With an extensive not-for-profit client base, The LBA Group is committed to serving this important sector.  The size and scope of our not-for-profit clients varies greatly and includes organizations that rely on private funding and/or state and federal funding.  Our goal is to help our not-for-profit clients get the most benefit out of these limited resources.  A practical approach, coupled with education and technical experience, assist us in this endeavor.  The LBA Group has a 45-year history of providing audit and tax services to the not-for-profit community.  In addition, the shareholders and employees of The LBA Group have been, and continue to be, involved in countless not-for-profit organizations by actively participating in organization management as members of the boards of directors or as committee leaders.

Services provided by our not-for-profit professionals include:

  • Drafting of reports such as Statement of Financial Position, Statement of Activities, Statement of Functional Expenses, and Schedule of Governmental Agency Contracts and Grants
  • Preparation of Forms 990, 990PF, 990-T and 1023
  • Bookkeeping and consulting
  • Audits, reviews and compilations
  • Presentation of audits to board of directors and or audit committees
  • Up to date continuing education specifically relating to not-for-profit organizations

Specialized certifications and experience include:

  • Yellow book certified CPAs
  • Yellow book and single audit experience