An 81% program ratio is well above the 65% watchdog benchmark — strong for grant applications.
Tax & compliance planning · where we earn our keep
Proactive compliance strategy
Clean books and the annual Form 990 are table stakes — and we do them for about half the price of a traditional firm. This is the part most firms skip: protecting your exempt status and keeping more dollars in the mission.
$9,600
tax exposure & penalties avoided this year
Public support test: 41% — safely a public charity (>33⅓% required) 990 filed on time — late penalty avoided: up to $12,000
UBIT minimized — unrelated business income structured to limit tax.
Public support test monitored — protect 501(c)(3) public-charity status.
Payroll tax filed & reconciled — no surprise notices.
990 positioned for funders — presented to read well to grant reviewers.
Donor acknowledgment compliance — protect your donors’ deductions.
Next move: Review event & sponsorship income for UBIT exposure before fiscal year-end.
Funds · year to date
Fund
Type
Balance
Spent YTD
General operating
Unrestricted
$156,200
$402,800
Youth program grant
Restricted
$88,400
$121,600
Capital campaign
Restricted
$214,900
$35,100
Scholarship endowment
Restricted
$96,500
$18,000
Board-designated reserve
Unrestricted
$72,000
$0
Sample data shown for illustration. Your live NFP CPA board pack tracks restricted vs. unrestricted funds, program ratio, and reserves — board-ready every month, with Form 990 prepared from the same numbers.