Community-Based Organizations
Not-For-Profit and Education
At the center of your nonprofit is the desire to keep going against all odds to fulfill a unified goal. Sometimes, that focus can become clouded by compliance, governance and operational and financial decisions. Having the right team with the experience and knowledge to help tackle hurdles nonprofits face can free up your time and resources, letting you stay focused on the heart of the matter — your mission.
Our Not-for-Profit Industry Expertise
Education Services
Foundations
Government
Trade Associations and Membership Organizations
Not-for-Profit Industry Challenges and Trends
Nonprofit organizations receiving federal funding must navigate evolving Uniform Guidance requirements, grant regulations and reporting standards. Withum helps organizations manage government-funded programs and single audits to strengthen compliance and mitigate risk, enabling you to maintain funding and stay focused on your mission.
Keep your work environment and information secure. Invisible threats are always looming. It’s vital to safeguard your financials, contacts and maintain the integrity of your systems to prevent irreversible damages. Step one: understand the underlying dangers. Step two: eradicate them.
Learn MoreNonprofit outsourced accounting and finance options are readily available no matter the life stage of your organization. We can improve your workflow, streamline resources and offer advice and support to help you stay focused on what’s important – your people and your mission.
Outsourced Accounting Systems and Services (OASyS)Fluid communication, automated processes and streamlined inefficiencies are vital to your organization’s longevity. Learn how integrating Microsoft 365 and Teams or an Enterprise Resource Planning (ERP) tool can help your school or nonprofit keep productivity up and inefficiencies down.
Learn MoreWhen dealing with healthcare and insurance claims, weaknesses in nonprofit revenue cycles can leave dollars on the table for the organization’s funding and daily operations. Periodic revenue cycle assessments encourage stronger process management and lead to a healthier bottom line.
Healthcare Revenue Cycle Management ServicesWhether you are a start-up and need help structuring the correct entity type, or you are an established nonprofit looking to discuss risk exposure, unrelated business activities, 990 preparation and presentation, benchmarking or improving your watchdog ratings, our tax team is here to help.
Learn MoreNot-for-Profit Insights
How to Start a Charitable Organization Checklist
What Nonprofits Need to Know About the New Form 1099 Reporting Thresholds
The One Big Beautiful Bill Act (OBBBA) includes significant updates to federal Form 1099 reporting requirements that will affect tax-exempt organizations, volunteer organizations, charitable foundations, chambers of commerce, and other nonprofit entities that engage independent contractors and service providers. Beginning with payments made after December 31, 2025, the reporting threshold for Forms 1099-NEC and 1099-MISC…
Civic Warriors
We bring the conversation to you, sharing relatable stories that motivate and build consensus in the nonprofit community. Experience what it takes to make an impact and become a true Civic Warrior.
How We Can Help Your Not-for-Profit Organization
At Withum, we understand that today’s not-for-profit organizations face a unique combination of financial, operational and regulatory challenges. From staffing constraints and budget pressures to grant compliance, governance responsibilities and evolving reporting requirements, leaders are expected to do more with fewer resources while remaining focused on their mission. Withum’s Not-for-Profit and Education Services Team serves organizations of all sizes across a wide range of sectors, providing specialized accounting, tax, advisory and technology consulting solutions tailored to your needs.
Our professionals bring deep industry knowledge, practical experience and a forward-thinking approach to every engagement. Whether you’re navigating complex regulations, pursuing strategic initiatives or preparing for the future, we’re committed to helping your organization achieve its mission and maximize its impact.
Not-for-Profit Advisory Services
- AI Strategy Advisory
- Internal Audit
- Board Training and Education, including Tailored CPE and Non-CPE Trainings on Specific Topics
Not-for-Profit Accounting, Audit and Tax Services
- Audit and Attest Related Services
- Government-Funded Programs and Single Audits, in accordance with 2 CFR 200 and Local State Regulations
- Audits of Grant/Funding Source Contracts and Program-Specific Audits
- Tax Compliance
- Preparation and Review of Form 990 and Form 990T
- State Charities Registrations
- International Compliance
- Employee Benefit Plan Audits of 401(k) and 403(b) Plans
- Outsourced Accounting and Reporting, CFO and Staff Augmentation
Not-for-Profit Case Studies
A Not-for-Profit Enhances Organizational Sustainability Through Strategic Succession Planning
Learn how a non-profit organization facing employee retirements optimized operations, mitigated risks and built a foundation for long-term success through a structured non-profit succession planning strategy.
A Not-for-Profit’s Success Story of Strengthening Impact through Enterprise Risk Management
Learn how a not-for-profit organization aligned risk strategy with its mission for greater impact.
Not-For-Profit Company Achieves Significant Cost Reduction
Learn how a non-profit organization achieved significant cost reduction, enhanced end-user experience and established a true identity security system with Azure AD, part of Microsoft Entra.
New Scalable Data Solution Powered by Microsoft Azure Data Factory Saves Not-For-Profit 95% in Maintenance Costs
Learn how a not-for-profit education company avoided massive challenges by using Microsoft Azure Data Factory and reduced their data pipeline cost by 95%.
Giving Back in More Ways Than One
Delivering on our promise to always give back to the communities in which we live and work, you’ll see our team members volunteering at local nonprofits, serving on boards and committees – doing our part every day to make a difference.
Annual Week of Caring
Join Us on Civic Warriors
Are you interested learning more about our Civic Warriors podcast, and possibly being a future guest? Join us for an episode to share your story in the not-for-profit industry.
Connect with Our Nonprofit Leaders
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.