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
Nonprofit Industry Challenges and Trends
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
Market Volatility Is a Test — Is Your Nonprofit’s Investment Governance Built to Withstand It?
Recent market volatility has increased pressure on nonprofit organizations to actively manage investment portfolios. For entities with endowments or reserves, these assets are critical to sustaining operations and supporting long-term mission impact. In this environment, two priorities stand out: consistent portfolio monitoring and a well-defined Investment Policy Statement (IPS), together forming the foundation of effective…
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.
The IRS Is Taking a Closer Look at Government Funded and Fiscally Sponsored Nonprofit Organizations
The U.S. Department of the Treasury announced on April 23, 2026, that the IRS is planning significant revisions to Form 990. While no immediate changes are in effect yet, this announcement provides direct insight into the IRS’s focus on providing greater transparency and stronger oversight, particularly for 501(c)(3) organizations receiving public funds or operating under…
Charitable Giving and Education Savings in 2025
Charitable Gifting Charitable Contributions For 2025, donors may claim a tax deduction for contributions of cash of up to 60% (for noncash assets held more than one year up to 30%) of one’s AGI. Donation amounts in excess of these limits may be carried over for up to five tax years. For example, consider an…
ASU 2025-05 – Improvements to Guidance on Measurement of Credit Losses – A Simplified Path
Accounting Standards Update (ASU) 2025-05 – Measurement of Credit Losses for Accounts Receivable and Contract Assets, issued in July 2025, introduces a practical expedient and accounting policy election under Topic 326: Financial Instruments—Credit Losses, specifically tailored to ease the burden for entities when estimating credit losses for accounts receivable and contract assets. Simplified Estimation of…
How We Can Help Your Nonprofit
Integrity and trust to keep nonprofits ahead of the curve.
- Assistance with new not-for-profit accounting standards and grant compliance.
- Experience with government auditing standards, Uniform Guidance, HUD and GASB regulations.
- Determine the impact of new tax regulations.
- Uncover hidden transactions.
- Share best practices for effective governance and risk management.
- Competitive employee benefit offerings.
- Smart and innovative investment opportunities.
- Share trending industry news, updates and education.
Well-rounded knowledge base with a variety of nonprofits.
- Labor unions and affiliates
- Community-based organizations and development agencies
- Public charities, private operating foundations and private foundations
- Healthcare facilities
- Social service agencies
- Social welfare organizations
- Trade associations and membership organizations
- Educational institutions
How Nonprofits Can Succeed in a Technology-Driven World
Withum’s Not-for-Profit and Education Services Team brings value to the relationships with our tax-exempt clients by offering innovative advisory solutions alongside the necessary not-for-profit accounting and tax services. We’ve helped nonprofits enhance workplace collaboration to become more efficient, saving them time and money. Tax-exempt entities look to us for guidance on how to structure organizational growth and succession plans.
And when it comes to protecting your reputation, constituents, donors and students, our Cyber and Information Security Team can deploy solutions and respond immediately to any cybersecurity threats. Nonprofits choose Withum to provide the support and guidance needed to succeed in a technology-driven world full of ever-changing rules and regulations.
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
Braintree, MA
Contact Us
For more information or to discuss your business needs, please connect with a member of our team.