Not-for-Profit Services

PRIMARY CONTACT: Kim James CPAStaci Brogan CPASarah Piot CPA

Our Not-for-Profit industry group is committed to providing exceptional service and expertise to a community of clients who serve our regions tirelessly each day.

Through integrated service delivery, Schneider Downs understands that not-for-profit organizations, as stewards of charitable assets, are accountable to numerous constituencies: boards of directors or trustees, donors, grantors, regulatory authorities and the public.

Gathering the information required to make informed decisions is only the start of the service we provide. What sets our Not-for-Profit Practice apart is a commitment to making sure our clients know how to put this information to use. Through assurance, tax, advisory and technology consulting services (including not-for-profit fund accounting software), we provide valuable insight to not-for-profit organizations of all sizes and their boards. We understand the challenges of not-for-profit funding and business environments, and we are committed to helping each unique organization achieve its mission.

Not-For-Profit Sectors We Service

We advise a range of not-for-profit organizations including, but not limited to:

  • Arts and cultural institutions
  • Higher Education institutions
  • Community and Private Foundations
  • Human and Social Service Organizations
  • Religious and Community Organizations
  • Associations and Membership Organizations

Not-For-Profit Industry Services

At Schneider Downs, we provide extensive and comprehensive solutions to our Not-for-Profit clients.


Services include OMB Uniform Guidance Audit (student financial aid, research and development, USDA loans and other major programs), 403(b) and 401(a) plan audits and compliance assistance, NCAA agreed-upon procedures, compliance audits (RACP, DCED), review of financial reports and tax compliance matters related to endowments and investment portfolios, program profitability studies and bond offering services (taxable and tax-exempt). Learn more


  • Tax Compliance – Services include Forms 990, 990-PF and 990-T preparation and review, federal and state tax exemption requests and compliance, charitable solicitation registration, Federal tax audits, FBAR filing analysis, and analysis of alternative investments for foreign information reporting.
  • Tax Governance and Policy – Services include conflict of interest policy and annual disclosure requirement analysis, fringe benefit and compensation analysis and review, board education and intermediate sanctions.
  • Auxiliary and Investment Activities – Services include analysis of unrelated business income activities, alternative investment compliance, joint ventures, shared services and affiliate relationships.


Services include software implementation and support focused on not-for-profit solutions (experience with Banner, Datatel, Jenzabar, Oracle, J.D. Edwards, Lawson, Ellucian, Great Plains and more), disaster recovery and business continuity planning, cybersecurity assessments (penetration testing, vulnerability scanning, social engineering, infrastructure assessments and firewall vulnerability assessments) and more. We also provide software solutions for not-for-profit organizations including MIP® Fund Accounting. Learn more

Additional Not-for-Profit Services

Not-for-Profit Services Industry Resources

About Schneider Downs Industry Groups

Schneider Downs recognizes that every industry is different, often presenting unique challenges that require individualized insight, innovation and experience. Our experience in these industries is enhanced through participation in focus groups, which address the characteristics that make these industries unique.  

For more information on additional industries we serve please visit or contact us at  

Learn how we’ve Solved Big Problems For our clients

Big Problem: Company Impacted By Ransomware.

Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

Read Case Study

Big Problem: Inefficient Tax Credit Realization.

Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Read Case Study


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Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

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