Citrin Cooperman Not-For-Profit Placemat November 2023

Introduction to Citrin Cooperman’s Not-For-Profit Practice

Access the Future.

FOCUED ON WHAT COUNTS: YOUR V I S I ON & M I S S I ON

citrincooperman.com

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Industry Expertise

Citrin Cooperman’s dedicated Not-For-Profit Practice, which consists of professionals with significant industry expertise and technical knowledge, addresses the unique financial and business needs of not-for-profit organizations. When you need a highly-specialized service, you can count on our team to develop innovative solutions and strategies to help your organization succeed. We are committed to serving as a valuable resource to you when it comes to compliance and governance issues so you can focus on success. In addition to our dedicated industry practice, Citrin Cooperman also has a deep bench of professional financial and business advisory services to help support your organization and its assets from all angles. Our advisory services range from general consulting and technology/risk advisory consulting, all the way to wealth management and transaction specialty services.

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable laws, regulations and professional standards.

SERVICES

ASSURANCE

TAX SERVICES

• Audit, Review & Compilation of Financial Statements

• Tax Preparation & Business Compliance

• Accounting Policies & Procedures

• Tax Planning & Strategy

• Agreed-Upon Procedures • Single Audits

• Unrelated Business Income Tax Strategy

• Governmental Audits

• State & Local Tax Planning

• International Tax Services

• HUD Audits

ADVISORY • Finance & Operations • Automation & Transformation • Information Technology & Cybersecurity • M&A and Strategic Planning • Risk Management & Internal Audits

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

INDUSTRY EXPERIENCE

• Professional and trade associations • Social service organizations • Health & human services • Higher education • Low-income housing entities (HUD) • Cultural and arts organizations

• Private and public foundations • Member organizations • Religious organizations • Crisis and intervention organizations • Research and scientific organizations • International organizations • Global charities and NGOs

Assurance Services

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OUR FOCUS

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Helping to identify cost effective and timely financial solutions

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Translating insights and experience into value for clients

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Identifying processes and controls to strengthen your organization Identifying risks and implementing best practices

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

SERVICES AUDIT, REVIEW, AND COMPILATION OF FINANCIAL STATEMENTS

SINGLE AUDITS & GOVERNMENTAL AUDITS

AGREED-UPON PROCEDURES

Alexandria Regan Partner

T: 781.817.1154 E: aregan@citrincooperman.com

Amber Bichun Partner

T: 401.421.4800 E: abichun@citrincooperman.com

John Eusanio Partner & Not-For-Profit Practice Leader T: 646.979.6091 E: jeusanio@citrincooperman.com

Jeffrey Alvanas Partner

T: 781.817.1170 E: jalvanas@citrincooperman.com

ACCOUNTING POLICIES AND PROCEDURES

EMPLOYEE BENEFIIT PLAN AUDITS

Brian Giganti Partner

T: 301.834.2475 E: bgiganti@citrincooperman.com

Jamie Lontz Partner

T: 305.444.0999 E: jlontz@citrincooperman.com

Allison M. Parsons Partner

T: 703.592.1694 E: aparsons@citrincooperman.com

Tax and Business Services OUR FOCUS

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Understanding and translating the ever-changing tax law regulations

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Using our deep industry and tax experience to find solutions to address our clients’ tax and organizational issues

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Helping clients find tax efficient strategies

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Working side by side with clients to amplify their organizations long-term financial sustainability

SERVICES

990, 990-T, 990-PF TAX PREPARATION AND COMPLIANCE

INTERNATIONAL TAX SERVICES

TAX PLANNING AND STRATEGY

UNRELATED BUSINESS INCOME TAX ANALYSIS STATE & LOCAL TAX

Amanda Adams Partner and Not-For-Profit Tax Practice Leader

T: 201.439.8062 E:aadams@citrincooperman.com

Leon J. Dutkiewicz, Jr. Partner & Practice Leader, International Tax

T: 856.217.2933 E: ldutkiewicz@citrincooperman.com

Paula Vuksic Partner

T: 973.218.0500 E: pvuksic@citrincooperman.com

David Seiden Partner & Practice Leader, State and Local Tax

T: 212.225.9505 E: dseiden@citrincooperman.com

Advisory Services OUR FOCUS

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Protecting your organization, data, systems, and bottom line from the threats that exist in today’s complex environment

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Helping organizations position themselves for sustainability and planned future growth

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Using deep financial and operational acumen to help clients implement best practices

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Building long-standing relationships and addressing our clients’ most complex issues

SERVICES TECHNOLOGY, RISK ADVISORY AND CYBERSECURITY • • • • • • •

Enterprise Risk Management Cybersecurity Threat and Vulnerability Cash Flow Modeling Internal Audit Business and Continuity Planning Compliance Management Board Education

Stephen E. Ronan Partner & Practice Leader, Strategy & Business Transformation

T: 203.847.4068 E: sronan@citrincooperman.com

BUSINESS PROCESS OUTSOURCING • • • • •

Outsourced/Co-Sourcd Accounting Services CFO Services Outsourced Information Technology Operational Process Improvement Strategic Budgeting

Michael Camacho Partner, Technology, Risk Advisory & Cybersecurity

T: 401.567.2126 E: mcamacho@citrincooperman.com

FORENSIC AND LITIGATION SERVICES • • • • • • •

Forensic Accounting Economic Damage Analysis Fraud Investigations Insurance Claim Analysis Intellectual Property Disputes Internal Investigations White Collar Crime Investigations

Jenny Herrera Partner, Business Process Outsourcing

T: 240.858.8774 E: jherrera@citrincooperman.com

Joseph Lesovitz Partner, Forensic, Litigation and Valuation Services

T: 267.479.0060 E: jlesovitz@citrincooperman.com

Who We Are Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 2,400 professionals across the U.S. Since 1979, we have steadily built our business by helping organizations find smart solutions. Whether your operations and assets are located around the corner or across the globe, we can provide new perspectives on strategies that will help you achieve your shortand long-term goals.

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms in MGNL are independent entities, owned and managed in each location. Their membership in, or association with, Moore Global Network Limited should not be construed as constituting or implying any partnership between them. This global association has grown to be one of the largest international accounting and consulting groups worldwide. One call from Citrin Cooperman will put you in touch with knowledgeable professionals in the local market you are doing business in.

What Makes Us Different

Thought Leadership Our goal is to add value by providing advice and recommendations that improve efficiency and sustainability, and ultimately supports the organization in meeting its mission.

Articles and a listing of upcoming events are available on our website by clicking on the “Thought Leadership” tab.

 Sector Related THOUGHT LEADERSHIP  Resource center  BOARD GOVERNANCE  Tax Alerts  RETIREMENT PLAN Alerts & Articles  EDUCATIONAL SEMINARS AND ROUNDTABLES  Webinars & Podcasts  Auditing & accounting (ARTICLES, RISK ALERTS, CHECKLISTS)

Affiliations Citrin Cooperman partners and principals across the firm are actively involved in various professional associations, organizations, and their respective committees. While uncommon among accounting firms, we believe that active participation on boards of local not-for-profit organizations and national associations enhances our ability to serve our not-for-profit clients and demonstrates our commitment to providing excellent service to the not-for-profit industry.

As further evidence of our commitment to the not-for-profit community, Citrin Cooperman is an active member in various local and national organizations, including those displayed below.

Access the Future.

"A not-for-profit organization's success should be measured on its ability to deliver on its mission and its impact on the lives of those it serves.“ -John Eusanio

“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

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