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Nexia Ebner Stolz

Economic Sectors

Nonprofit Organizations

Non­pro­fit or­ga­niza­ti­ons are an in­te­gral part of our so­cial fa­bric. They help shape our so­ciety and make an im­port­ant contri­bu­tion toward im­pro­ving many peo­ple’s li­ves – whe­ther with as­sis­tance for fa­mi­lies or the el­derly or th­rough cha­ri­ties, cul­tu­ral in­sti­tu­ti­ons, or sports as­so­cia­ti­ons. As the State in­cre­asin­gly wi­th­draws from many areas of so­cial as­sis­tance, non­pro­fits are steadily gai­ning in im­port­ance. At least non­pro­fit or­ga­niza­ti­ons can get fi­nan­cial as­sis­tance from the State – pro­vi­ded they play by the ru­les.

Ne­vert­he­less, non­pro­fits have to rely more and more on com­mer­cial ac­tivity to fi­nance their so­cial mis­si­ons. A cu­st­omer ori­en­ta­tion, cost-ef­fec­tiv­en­ess, and com­pe­ti­tion pose new chal­len­ges for their un­der­stan­ding of them­sel­ves and their or­ga­niza­tio­nal struc­tures, not to men­tion the many le­gal hurd­les. From foun­ding to fi­nan­cing to car­ry­ing out in­di­vi­dual pro­jects, non­pro­fits face many spe­ci­fic is­sues: How should their char­ters be draf­ted to meet the le­gal re­qui­re­ments for foun­da­ti­ons and non­pro­fits? How to en­sure that funds are ap­plied pro­perly? What about re­struc­tu­ring pro­ces­ses and coope­ra­tive agree­ments? The an­swers must com­ply with the ap­plica­ble laws on non­pro­fits and ta­xa­tion, and keep pace with their dy­na­mic evo­lu­tion. We’ve spe­cia­li­zed in de­ve­lo­ping and im­ple­men­ting prac­tical so­lu­ti­ons with you.

Our services at a glance

  • Au­dits of sin­gle-en­tity and con­so­li­da­ted an­nual fi­nan­cial state­ments
  • Au­dits of work­shops for the disa­bled
  • Au­dits to the spe­ci­fic re­qui­re­ments of as­so­cia­ti­ons
  • Re­views of pro­per ma­nage­ment un­der the Bud­get Prin­ci­ples Act
  • Au­dits of use of funds in a non­pro­fit con­text
  • Au­dits of the use of do­na­ti­ons and grants re­cei­ved
  • On­go­ing tax re­turns, in­clu­ding cal­cu­la­tion of re­ser­ves per­mis­si­ble for non­pro­fits, and as­sis­tance with tax au­dits
  • Do­cu­men­ta­tion of prompt uti­liza­tion of funds (fund use ac­coun­ting)
  • Ex­pert opi­ni­ons on in­di­vi­dual ques­ti­ons of non­pro­fit law
  • Tax-op­ti­mi­zed or­ga­niza­tion of re­struc­tu­ring pro­ces­ses and coope­ra­tive ar­ran­ge­ments
  • Ad­vi­sing on th­rea­te­ned loss of non­pro­fit sta­tus
  • Draf­ting char­ters and coor­di­na­tion with re­gu­la­tors
  • Spe­ci­fic con­tracts and on­go­ing con­sul­ting; ex­pert opi­ni­ons on le­gal is­sues
  • Ad­vi­sing on suc­ces­sion using foun­da­tion mo­dels, in­clu­ding dou­ble foun­da­ti­ons, as well as (non­pro­fit) fa­mily foun­da­ti­ons
  • Re­pre­sen­ta­tion in and out of all le­vels of the tax courts

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