GMS SURGENT
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      • John Surgent
      • Brian J Gallagher
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      • Richard Pritz
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      • William J Schalleur
      • Joseph Mcdevitt
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      • Everett Minger
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​Non-Profit Organizations

Our not-for-profit expertise includes foundations, membership and service organizations that obtain federal, state, county and local government funding to provide various educational programs and social services.We are a team of professionals with a thorough knowledge of not-for-profit accounting and reporting issues.

We readily assist non-profit organizations with the following services:
  • Audits
  • Reviews and compilations
  • Business advisory services
  • Assistance in preparing & implementing budgets
  • Internal control reviews
  • General ledger accounting assistance
  • Analysis of compliance procedures to meet grant requirements
  • Assistance with accounting software review, selection, implementation & conversion of software systems
  • Exemption planning, compliance & reporting
  • Information return preparation & compliance
  • Financial projections and cash flow analysis
  • Outsourced accounting and CFO services
  • Preparation of the Form 990

GMS Surgent’s not-for-profit experts understand the demands of your various audiences – grantors, contributors, lenders, board of directors, the IRS – and can help you respond correctly.
  • Clients enjoy working with higher level and recurring staff as this increases efficiencies and saves the client valuable time.
  • We have provided consultation and analysis to management on accounting for transactions which may not have clear authoritative guidance.
  • Although our audit procedures are not designed to provide assurance on internal controls, we generally find improvements that strengthen the control structure without additional cost.
  • As part of our audit, we obtain industry statistics and perform trend analysis and other analytical procedures, which we review with clients. This gives clients the opportunity to step back and take a big picture look at where the organization has been to help plan for where it is headed.

Our experience as non-profit board members gives us the unique perspective of understanding the needs of your organizations from the inside out. These philanthropic opportunities actually benefit us when serving our non-profit clients in a technical tax and audit capacity and we collectively have 50 years of non-profit board membership involvement.
  • Business Leaders Organized for Catholic Education – Brian J. Gallagher, Executive Board & Treasurer  
  • Friends of Korean War Memorial – Richard Pritz, Treasurer
  • Franciscan Ministries Foundation – Jack Surgent, Chairman
  • FC Delco – Joe McDevitt, Board of Directors
  • Towamencin Township – Bill Schalleur,  Planning Committee
  • Upper Main Line Rotary - Lauren Adamski, Secretary and International & Local Service Committee
OVERVIEW

REAL ESTATE

CONSTRUCTION

EMERGING TECHNOLOGY

LIFE SCIENCES

MFG AND DISTRIBUTION

PREFERRED INDIVIDUALS

PRIVATE EQUITY AND VC

PROFESSIONAL SERVICES FIRMS

RETAIL AND CONSUMER GOODS

TRUSTS AND ESTATES

NON-PROFIT ORGANIZATIONS

 

Contact GMS Surgent

DEVON OFFICE
237 W. Lancaster Avenue
Suite 1000
Devon, PA 19333

Picture Map Directions

P: 610.975.9122
F: 610.975.9132
E: info@gmssurgent.com

 
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237 W. Lancaster Avenue, Suite 1000   |   Devon, PA 19333   |   610.975.9122 
Picture
  • Home
  • Who We Are
    • Partners >
      • John Surgent
      • Brian J Gallagher
      • Lauren Adamski
      • Richard Pritz
      • Brian Pugliese
      • Lori Toonder
    • Partner Emeritus >
      • William J Schalleur
      • Joseph Mcdevitt
    • Director & Managers >
      • Everett Minger
      • Terri Devine
      • Stephanie Sommers
    • Firm Culture
  • What We Do
    • Accounting and Assurance >
      • Agreed Upon Procedures
      • Green-E Energy
      • Employee Benefit Plans
    • Business Advisory Services >
      • Profitability Analysis
      • Business Valuation
      • Bankruptcy - Insolvency
      • Litigation Support
      • Strategic Planning
    • Individual Advisory Services
    • Tax Strategies and Compliance >
      • PA EITC Overview >
        • PA EITC Step by Step
      • Historic Tax Credits
    • Technology Solutions
  • Who We Serve
    • Real Estate
    • Construction
    • Emerging Technology
    • Life Sciences
    • MFG and Distribution
    • Preferred Individuals
    • Private Equity and VG
    • Professional Services Firm
    • Retail and Consumer Goods
    • Trusts and Estates
    • Non-Profit Organizations
  • Employment
    • Opportunities
    • You and GMS Surgent
  • Resources
    • Client Alerts
    • Firm Newsroom
    • Useful Links and Tools
  • PAY MY BILL