Organización sin fines de lucro: iniciación y gestión

Te ayudamos a crear la organización de tus sueños

Para obtener y mantener el estatus de exención de impuestos, tu organización debe cumplir con criterios muy específicos de clasificación de ingresos y gastos. El IRS evalúa tu elegibilidad con base en lo siguiente:

Estado de resultados anual, clasificando ingresos (donaciones, cuotas, intereses) y gastos (salarios, correos, rentas, etc.).

Balance general anual, que incluya efectivo, cuentas por cobrar y por pagar.

Estados de gastos por programa, detallando costos de cada servicio, programa o seminario.

Programas de apoyo a ingresos, que desglosen las donaciones, cuotas y otros ingresos.

Estos reportes son cruciales para mantener el estatus sin fines de lucro. Podemos ayudarte a diseñar el sistema contable necesario y encargar las declaraciones anuales al IRS.

Nuestros servicios para organizaciones sin fines de lucro

1. Constitución y solicitud de estatus exento

Incluye incorporación, FEIN y alta de nómina ante agencias federales y estatales. Te guiamos si estás aplicando al estatus 501(c)(3).

2. Revisión y compilación de estados financieros

Verificamos y preparamos tus reportes para asegurar exactitud y transparencia.

3. Diseño, capacitación y mantenimiento del sistema contable

Creamos tu sistema contable, capacitamos a tu personal y lo mantenemos actualizado.

4. Gestión de nómina

Nos encargamos del procesamiento y preparación de la nómina.

5. Declaraciones anuales ante el IRS

Presentamos los formularios 990 y otros documentos requeridos cada año.

6. Capacitación del comité directivo

Enseñamos sobre presupuestos y mejores prácticas de gestión financiera.

7. Apoyo a iglesias

Incluye preparación del “pase de vivienda pastoral” (pastoral housing allowance) y otros beneficios requeridos.

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