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Not-for-Profit
The success of cultural life in Western Pennsylvania affects the
quality and economic growth of our region. Alpern Rosenthal was one of
the first firms in Pittsburgh to recognize non-profit needs,
establishing a professional group dedicated solely to serving the
unique issues of not-for-profit organizations.
- Services both inventive and traditional. At Alpern
Rosenthal, our services form around client needs. So we support your
organization with creative problem solving expertise and the traditional accounting and
business consulting you'd come to expect from a reliable partner like
Alpern Rosenthal.
- Professionals that really respond clearly and often.
Twelve professionals, including five senior level staff, dedicate
their efforts and creative problem solving each day to the issues
facing not-for-profit organizations like yours. We take responsibility
for clearly communicating with your management, not only during
regularly scheduled audits but all through the year, whether it's by
phone, meeting or mail.
- Comprehensive, leading edge resources. Staff professionals
specialize in a wide range of areas, including accounting and
auditing, taxes, business management, employee benefits, information
technology and consulting. Our continued goal is to provide clients
with fresh information and knowledgeable advice.
- A long track record of determined, dedicated support.
Established in 1990, our not-for-profit team currently serves more
than 150 clients across the region.
- A proactive approach. Alpern Rosenthal believes the best
opportunities come from vigilant service. So we make sure we are
promptly informed of significant new developments in accounting rules,
tax laws or other business changes. We help clients assess the
potential impact of such developments on their particular
organizations and provide strategic, long-term guidance.
- An emphasis on customer satisfaction. How do we know
clients are satisfied with the services they receive from Alpern
Rosenthal? Clients surveyed each year consistently give us high marks
for responsiveness, our industry expertise, and senior level
involvement in our accounts.
- Continuing education. Our professionals undergo specific
government-related accounting and audit training. This training is
focused on the particular business challenges confronting
not-for-profit organizations.
- Value added services. We share our extensive knowledge in
the community by offering executive business forums on technical and
operational issues affecting not-for-profits.
- An understanding that all not-for-profits are not alike.
Our client list includes foundations, arts, health and welfare, social
service and membership organizations. We are knowledgeable in the
nuances associated with each of these different types of
not-for-profit groups.
- Personal commitment. Many of us volunteer our own time to
not-for-profit organizations, whether as board members or informal
consultants. A sampling of the organizations our personnel are involved
with include: The United Way, Leukemia & Lymphoma Society, Pittsburgh
Symphony, Epilepsy Foundation, CASA, Habitat for Humanity, Big Brothers
and Big Sisters, Auberle, Christmas in April and Neighborhood Centers
Association.
Traditional Services:
- General accounting and business consultations
- Preparation of financial statements audits, reviews and compilations
- Tax planning and preparation of tax returns
- Evaluations regarding unrelated business income tax
Non-Traditional Services:
- Internal control reviews
- Computer consulting
- Goals and budgeting
- Assistance in implementation of new financial accounting standards
- Audits in accordance with government auditing standards and other government regulations
- Audits in accordance with OMB Circular A-133
- Strategic planning
- Cost allocation plans
- Consulting regarding investment strategy and policy
- Charitable Remainder Trusts
- Pledges receivable from capital campaigns
- Planned giving
- Tax structure planning
- UBTI planning
- Charitable estate planning
- Deferred compensation
Educational Services (provided gratis to our clients):
- Executive forums that address business, technical and legal issues facing not-for-profits for management and board members
- Tax updates
- A quarterly newsletter addressing financial, operations and marketing issues for not-for-profit organizations

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