Automatic revocation
Three consecutive unfiled 990-series returns revokes exemption automatically, with no warning letter that helps.
Nonprofits & Churches
Nonprofits & Churches — tax and accounting that fits how you actually operate
Exempt status is easy to lose administratively and hard to get back. Most of this work is about making sure that never happens.
What goes wrong
The five things that cost nonprofits & churches businesses money
California registration
The annual RRF-1 with the Registry of Charities is missed more often than the federal return.
Restricted funds
Donor-restricted money must be tracked separately, in real time, not reconstructed at year end.
Public support test
A single large gift can threaten public charity status if the five-year calculation is not being watched.
Clergy compensation
Housing allowance and self-employment tax treatment for ministers follow their own rules entirely.
What we do about it
How we work with you
- Fund accounting structured for restricted and unrestricted giving
- Form 990, 990-EZ or 990-N prepared as a public-facing document
- California Form 199 and RRF-1 filed on time, every year
- Public support test monitored across the rolling five-year window
- Board-ready financial packages written to be understood
Services
What this usually involves
Nonprofit Accounting & Form 990
Fund accounting, restricted grant tracking, Form 990 and the California filings that quietly cause more revocations than anything else.
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Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
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Payroll & Worker Classification
Running payroll is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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Let’s look at your nonprofits & churches numbers.
Bring last year’s return and a month of books. Thirty minutes, no charge, and a straight answer about what we would change.