Cobb Ezekiel Loy & Company, P.A.

Not-For-Profit Services

Not-for-profit organizations serve a valuable function in our community. At Cobb Ezekiel Loy & Company, P.A., we are committed to serving them and assisting these organizations in operating in an efficient and cost-effective manner.

Confronted by economic, legislative, social, and technological twists and turns, your not-for-profit organization faces a maze of obstacles on the path to improved performance. Our Not-For-Profit professionals provide innovative ways to help you achieve your mission and goals.

Cobb Ezekiel Loy & Company, P.A. provides a full range of accounting, tax and consulting services to not-for-profit entities including health and human services agencies, healthcare organizations, trade/professional associations, civic groups, educational and charitable organizations. We provide a range of services designed to meet the unique needs of not-for-profit organizations. We help a wide variety of organizations with audit and tax assistance, performance benchmarking, allocation plans and internal control systems -- enabling them to find solutions to the challenges they face every day.

Our accounting and assurance services for not-for-profit entities include:

Creation of budget systems for financial reporting and rate-setting purposes

Preparation of vital documents, including Uniform Financial Reports (UFR) and related analyses

Design of internal controls and auditing programs, operating procedures, and accounting systems in compliance with OMB requirements

Analysis of unrelated business income tax (UBIT) issues

Communication between not-for-profits and funding agencies

Technology services including computer hardware needs assessment, selection and service software evaluation, customization and training

Analysis of mergers, acquisitions, and joint ventures

Our private foundation clients rely on our tax services for:

Not-for-profit tax returns

Establishing the entity as a private foundation in compliance with not-for-profit governing rules

Applying for tax exempt status with the IRS

Registering with appropriate state attorney general's offices

Tax planning strategies and minimum distribution requirements

Issues relating to the excise tax on net investment income

Avoiding onerous excise (penalty) taxes

Preparation of federal and state filings

Handling all federal and state tax examinations

Let us help your not-for-profit organization discover the path to a more successful future. Contact Rebekah W. Loy, CPA or Susan C. Ezekiel, CPA for additional information.