Nonprofit

Nonprofit organizations occupy a unique position in our communities – a position that induces focused regulatory attention and opens an effectual door to the public’s view of the inner workings of the exempt organization. A heightened level of scrutiny commands a heightened level of service. Whitley Penn’s nonprofit team is prepared and committed to guiding your organization through this intricacy. We have deep roots in Texas, and are trusted advisors to private foundations and nonprofit organizations of all kinds. Whether you are a charity, foundation, hospital, school, association or other 501(c) organization, we combine broad technical knowledge with a focused service commitment that nonprofit organizations, their executive directors and boards value and appreciate.

Nonprofit organizations occupy a unique position in our communities – a position that induces focused regulatory attention and opens an effectual door to the public’s view of the inner workings of the exempt organization. A heightened level of scrutiny commands a heightened level of service. Whitley Penn’s nonprofit team is prepared and committed to guiding your organization through this intricacy. We have deep roots in Texas, and are trusted advisors to private foundations and nonprofit organizations of all kinds. Whether you are a charity, foundation, hospital, school, association or other 501(c) organization, we combine broad technical knowledge with a focused service commitment that nonprofit organizations, their executive directors and boards value and appreciate.

We partner and assist with nonprofit organizations including:

  • Private Foundations and Charitable Trusts
  • Non-profit Tax Compliance
  • Non-profit Tax Consulting
  • Unrelated business income tax
  • Higher Education and Independent Schools
  • Regulatory compliance
  • Form 990 presentation and reporting requirements
  • Application for exemption
  • Unrelated Business Income Tax (UBI)
  • Compliance with accounting standards
  • Financial-reporting and tax regulations specific to educational institutions
  • Alternative investments
  • Charitable gift vehicles and endowments

Services we provide include:

  • Regulatory compliance
  • Form 990 presentation and reporting requirements
  • Application for exemption
  • Unrelated Business Income Tax (UBI)
  • Compliance with accounting standards
  • Financial-reporting and tax regulations specific to educational institutions
  • Alternative investments
  • Charitable gift vehicles and endowments

Contact Us

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