Why Berry Dunn?
We recognize not-for-profit organizations are constantly faced with challenges of a changing environment. From funding sources to the delivery of services, the way not-for-profit organizations operated ten years ago likely is not the path to success today.
Our team of professionals understands the challenges faced by not-for-profit organizations. We strive to maintain ongoing dialogue with our clients year round to keep them informed of new accounting and industry dveleopments and to provide the resources necessary for management to make informed business decisions throughout the year.
We provide information to our clients’ management, board members, and staff through educational programs and board meetings covering topics such as director liability; private inurement and intermediate sanctions; financial planning and budgeting; new accounting pronouncements; audit and compliance requirements for federal/state financial awards; and income tax issues. We also publish periodic newsletters and advisory bulletins with pertinent developments as they occur.
Our reputation as a full-service financial and management consulting firm is dependent on the delivery of a full breadth of services available to not-for-profit organizations.
Business and Tax Services
- Assessment of planned giving models
- Audits, reviews and other assurance services
- Consultation on private foundation issues
- Compliance audits for federal/state financial assistance
- Development of financial models
- Financial forecasts and projections
- General purpose and OMB Circular A-133 audits, state compliance audits and other special purpose reports
- Identification and planning for unrelated business income taxes
- Indirect cost rate structure and historical submissions
- Internal control reviews and assistance
- IRS recognition of tax exempt status assistance
- Long-range business and financial planning
- Mock IRS examinations
- Preparation of Forms 990, 990-PF, 990-T, 9734, and various state reports
- State and local charitable registration assistance
- Tax return preparation
- Unrelated business taxable income compliance reviews
Resource Management
- Activity-based costing
- Analysis of grant financial compliance requirements
- Budget review
- Development of community benefit plans and community needs assessment
- Development of performance measurements
- Financing studies
- Process improvement analysis
- Strategic planning assistance
IT Advisory Services
- Computer systems and software consultation
- Designing and upgrading WAN and telecommunications systems
- Designing Internet and Intranet systems
- Managing vendor selection and technical design of data, video and voice network
