Tailored Financial and Advisory Solutions for Nonprofits
Mission-driven organizations need mission-aligned financial partners. Adler Ezra & Associates helps nonprofits build strong foundations, stay compliant, and manage their resources with transparency and purpose.
At Adler Ezra & Associates, we understand that nonprofits operate under intense public scrutiny, limited resources, and constantly evolving regulations. Whether you’re just forming your organization or managing a multi-million-dollar operation, we provide the financial and strategic guidance you need to stay accountable — and focused on impact.
We help nonprofit leaders establish clean financial systems, build trust with donors and boards, and make confident decisions through budgeting, compliance, and long-term planning. From IRS filings to grant reporting, we’re here to support your mission every step of the way.
Our Services for Nonprofits and Foundations
A Proven Process for Driving
Immediate Results
Formation & Complianc
Build your organization on solid ground.
- Support with entity formation, EIN registration, and 501(c)(3) filings.
- Guidance on bylaws, governance structure, and initial fundraising compliance.
- State-specific charity registrations and annual renewal filings.
Financial Management & Fund Accounting
Transparency that inspires donor confidence.
- Custom reporting by program, fund, or grant.
- Restricted vs. unrestricted fund management.
- Budgeting, forecasting, and board presentation support.
Board & Strategic Advisory
Executive-level guidance for long-term success.
- Participation in finance committee or board meetings as advisors.
- Support with policy creation, internal controls, and fiduciary oversight.
- Strategic planning for program expansion, reserve goals, or grant sustainability.
Payroll & Operational Support
Keep your team supported and your processes compliant.
- Full-service payroll for employees, contractors, and volunteers.
- Reimbursement tracking and expense policy implementation.
- Vendor and contract compliance oversight.
Tax-Exempt Compliance & Reporting
Stay in good standing with the IRS and donors.
- Preparation and filing of Form 990, 990-EZ, and 990-PF.
- State charitable filings and audit prep.
- Donor acknowledgement reporting and fundraising compliance.
Asset & Grant Management
Steward your resources with care.
- Fixed asset tracking and depreciation for capital campaigns or endowments.
- Grant compliance tracking and reporting by funding source.
- Support with fundraising analytics, donor segmentation, and CRM integration.
Industry Insights: Challenges We Address
1. Complex Compliance Burdens
Meeting IRS, state, grantor, and board expectations with limited staff and tight deadlines.
2. Donor & Grant Accountability
Tracking restricted funds, grant allocations, and multi-year programs with accuracy and transparency.
3. Lack of Strategic Financial Insight
Bridging the gap between daily bookkeeping and long-term planning — especially during leadership transitions or capital campaigns.
Why Adler Ezra
& Associates?
Your Trusted Partner in
Nonprofit Growth
Specialized Expertise:
We’ve supported organizations in healthcare, education, the arts, religious institutions, and international relief.
Tailored Solutions:
From fund accounting to governance support, we customize our services to match your mission and scale.
Proactive Approach:
We help you anticipate compliance risks, audit triggers, and fundraising gaps before they become problems.
Proven Results:
We’ve helped nonprofits expand programs, pass audits with confidence, and build sustainable financial infrastructure.
How We’ve Helped Nonprofit Clients
Assisted a startup nonprofit with formation, IRS approval, and multi-year fundraising plan.
Rebuilt the fund accounting system for a community health foundation, improving grant reporting accuracy.
Sat on the finance committee of a mid-size STEM training nonprofit to guide growth through a major capital campaign.
Let’s Build a Stronger Future for Your Nonprofit
Partner with Adler Ezra & Associates to gain the financial clarity, trust, and strategy you need to fuel your mission for years to come.
FAQ
1. Can you help us file for 501(c)(3) status?
Yes. We help new nonprofits with formation, IRS filings, and all the paperwork needed for tax-exempt approval.
2. Do you understand nonprofit-specific accounting?
Absolutely. We specialize in fund accounting, grant tracking, and nonprofit budget reporting.
3. Can you support our board or finance committee?
Yes. We frequently participate in advisory roles to help boards understand financials and make informed decisions.
4. Do you file Form 990 and other compliance reports?
Yes. We prepare and file 990s, handle state registrations, and assist with audit prep and donor reporting.
