Exempt Organization Tax

Inspired to help your mission run smoothly

Avoid penalties and protect your organization.

Exempt organizations are subject to strict rules regarding the types of transactions they can engage in with interested parties. Your organization must be careful not to incur an excess benefit on the interested person. This includes organization you may be involved with. IRS penalties for excess benefit transactions can be steep but even more damaging is potential public perception issues. Nonprofit professionals can help you prevent liabilities and maintain your reputation by:
  - Identifying whom the rules apply to
  - Structuring and documenting transactions to mitigate risk
  - Establishing procedures to meet the reputable presumption of reasonableness

Our nonprofit professionals have a thorough understanding of excess benefits and their complex rules and regulations. We'll take the time to understand your organization's unique needs and can help you structure and document transactions with interested parties to minimize risk to the organization including your executives and board members.

What inspires you, inspires us. Let’s talk.


Kim C. Hunwardsen