Non-Profits & Foundation

Shalik, Morris & Company, LLP provides accounting, auditing, tax, compliance and consulting services to public, private and religious charities, trusts and other not-for-profit organizations and foundations. We assist our clients in navigating the complexities of government and regulatory agency reporting and compliance. At the completion of each audit examination, the Firm presents its recommendations and observations to management designed to assist with the strengthening of internal controls and operating procedures. Our proactive approach expands the value of our services beyond compliance and reporting to be used as an effective management tool.

Our services to Non-Profits & Foundations include:

  • Audits, Reviews & Compilations of Financial Statements
  • Tax Planning & Compliance
  • OMB Circular A-133 Audits
  • Preparation of IRS Form 990
  • Assistance with the Preparation of Form 1023 (Request for Exemption)
  • 403(b) Compliance
  • Budgets, Operating Projections & Financial Modeling
  • Compliance at the Federal, State & Local Levels
  • Preparation of Management Letters
  • Development & Review of Internal Controls & Operating Procedures
  • HUD Audits