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Tax, audit, and consulting services with the industry experience needed to help you reach your goals.

Nonprofit Clients Served

#3 Single Audits

provider according to the Federal Audit Clearinghouse

#4 Provider

of Form 990s according to CauseIQ

Drive your mission and plan for the future with help from FORVIS’ nonprofit knowledge and experience.

Our professionals provide revenue recognition and operational efficiency strategies to nonprofit management teams, boards, and audit committees, so they can carry out their mission and uphold donor trust.

We're proud to work with leading nonprofits and boards to provide a greater understanding of your financial resources and risks. We understand your challenges and stay in front of industry and regulatory changes that affect organizations like yours. The world is fast-moving, which is why we aim to provide proactive ideas ahead of your needs and work to develop innovative approaches to address issues you face.

We know nonprofits come in a multitude of shapes and sizes. FORVIS can leverage our experience with a wide variety of nonprofit organizations to help you stay on track and reach your goals. Some of the types of organizations that we work with are:

  • Membership Organizations, Including: Professional Associations, Chambers of Commerce, Country Clubs, Unions, & Employment Organizations
  • Foundations: Public, Community, Private, & Family
  • Religious Organizations & Religious Affiliates
  • Community & Social Service Agencies
  • Cultural Arts: Museums, Fine Arts Programs, Theatres
  • Educational Institutions: Primary/Secondary (Private, Districts, Charter), Higher Education
  • Social Welfare Organizations
  • Public Co-ops
  • Employee Benefit Plans

Our team has the knowledge and on-the-ground experience to understand your funding sources and implement effective auditing and reporting. FORVIS assists nonprofit organizations with:

  • Financial Statement Audits & Reviews
  • Uniform Guidance/Single Audit & HUD
  • Internal Audit & Internal Controls Review
  • New Accounting Standard Implementation
  • Agreed-Upon Procedures
  • Employee Benefit Plan Audits
  • Compilations, Preparations, & Accounting Assistance
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Our tax-exempt professionals can provide a suite of tax compliance and advisory services, including: 

  • Form 990 Preparation or Review
  • Unrelated Business Income (UBI) Consulting
  • Tax Risk Assessments
  • IRS Examination Representation
  • Transfer Pricing Studies
  • Foreign Reporting & Withholding Tax Assessment
  • State & Local Tax Consulting
  • Tax-Exempt Bond Consulting
  • Private Foundation Compliance & Consulting
  • New Business & Joint Venture Consulting
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The nonprofit team at FORVIS offers consulting services customized to meet your organization’s unique needs, including:

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“FORVIS delivers expertise in the Not-for-Profit arena, with a focus on the needs of our corporations. I have found the firm to be an invaluable resource that brings a depth of understanding in serving the NFP industry.”
– John Gottschall, Delta Zeta

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Joseph Blatt Partner

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