Non-profits

Mission-Driven Finance, Expertly Managed

At Monroe Shine, we specialize in accounting and advisory services for Non-profit organizations, offering trusted expertise to help mission-driven entities stay compliant, financially healthy, and focused on their goals. Our CPAs have deep experience working with charitable organizations, foundations, associations, religious organizations, and community service groups, and other non-profits, providing tailored CPA solutions for your unique financial, operational, and compliance needs.

Non-profit Clients

We proudly serve a diverse range of non-profit clients providing industry-specific financial guidance tailored to their unique needs including:

501(c)(3) Organizations – Charitable Organizations, Foundations, Community Service Groups, Educational Institutions, Scientific Organizations, Religious Organizations
501(c) Organizations – Social Welfare Organizations, Labor Unions, Business Leagues, Social and Recreational Clubs, Fraternal Organizations & Societies, Teachers’ Retirement Fund Associations, Private Foundations
Title Holding Trusts
Employee Benefit Associations
Veterans’ Organizations

CPA & Business Consulting Services For Non-profits

Monroe Shine provides a wide range of specialized CPA and business consulting services for non-profit clients.

Review & Compile Financial Statements

Monroe Shine provides Review & Compilation of Financial Statements for non-profits to ensure transparency, donor confidence, and regulatory compliance. Our CPAs deliver clear, accurate financial reporting that supports board governance, grant readiness, and mission-driven financial stewardship.

Design, Install & Maintain Your Accounting System

We can help your non-profit organization design, install, and maintain efficient accounting systems tailored to your unique financial reporting and compliance needs. Our CPAs ensure your system supports accurate fund tracking, grant reporting, and internal controls so you can focus on advancing your mission with confidence.

Training For Accounting Personnel

Our hands-on training for Accounting Personnel at non-profit organizations strengthen internal financial practices and improve reporting accuracy. Our CPAs provide customized training on non-profit accounting systems, fund tracking, and compliance to empower your team with the tools they need for success.

Prepare Initial Non-profit Start-Up Documentation

Monroe Shine assists non-profit founders with preparing all initial start-up documentation, including incorporation papers, bylaws, EIN applications, and board resolutions. Our CPAs streamline the process, ensuring your organization meets all legal and financial requirements from day one.

Complete & File Non-profit Status Application

We help new organizations complete and file their Non-profit Status Application (IRS Form 1023 or 1024) to obtain tax-exempt status with confidence. Our CPAs guide you through every step of the process to ensure accurate documentation, reduce delays, and establish a strong foundation for your non-profit.

Prepare & File 990 and 990T Tax Forms

Monroe Shine specializes in preparing and filing IRS Forms 990 and 990T for non-profits to ensure full tax compliance and public transparency. Our CPAs accurately report your organization’s financial activity, charitable purpose, and unrelated business income, minimizing audit risk and maintaining your tax-exempt status.