GMS Surgent CPA
Non-Profit Organizations

Our not-for-profit expertise includes foundations, membership and service organizations that obtain federal, state, county and local government funding to provide various educational programs and social services.We are a team of professionals with a thorough knowledge of not-for-profit accounting and reporting issues.

We readily assist non-profit organizations with the following services:

  • Audits

  • Reviews and compilations

  • Business advisory services

  • Assistance in preparing & implementing budgets

  • Internal control reviews

  • General ledger accounting assistance

  • Analysis of compliance procedures to meet grant requirements

  • Assistance with accounting software review, selection, implementation & conversion of software systems

  • Exemption planning, compliance & reporting

  • Information return preparation & compliance

  • Financial projections and cash flow analysis

  • Outsourced accounting and CFO services

  • Preparation of the Form 990

GMS Surgent’s not-for-profit experts understand the demands of your various audiences – grantors, contributors, lenders, board of directors, the IRS – and can help you respond correctly.

  • Clients enjoy working with higher level and recurring staff as this increases efficiencies and saves the client valuable time.

  • We have provided consultation and analysis to management on accounting for transactions which may not have clear authoritative guidance.

  • Although our audit procedures are not designed to provide assurance on internal controls, we generally find improvements that strengthen the control structure without additional cost.

  • As part of our audit, we obtain industry statistics and perform trend analysis and other analytical procedures, which we review with clients. This gives clients the opportunity to step back and take a big picture look at where the organization has been to help plan for where it is headed.

Our experience as non-profit board members gives us the unique perspective of understanding the needs of your organizations from the inside out. These philanthropic opportunities actually benefit us when serving our non-profit clients in a technical tax and audit capacity and we collectively have 50 years of non-profit board membership involvement.

  • Business Leaders Organized for Catholic Education – Brian J. Gallagher, Executive Board & Treasurer 

  • Friends of Korean War Memorial – Richard Pritz, Treasurer

  • Franciscan Ministries Foundation – Jack Surgent, Chairman

  • FC Delco – Joe McDevitt, Board of Directors

  • Towamencin Township – Bill Schalleur,  Planning Committee

  • Upper Main Line Rotary - Lauren Adamski, Secretary and International & Local Service Committee
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