Your Questions Deserve Accurate and Strategic Answers

Nonprofits work hard to achieve their charitable missions. Yet, in order to do their best work, nonprofits also must address a host of business issues including tax compliance and governance.

How We Can Help

With over two decades of expertise in nonprofit tax law, finance, governance, and operations, we provide advisory services including:

  • Preparation/review of Forms 990, 990-EZ, 990-T, and associated state filings,
  • Communication with Federal and State taxing authorities to resolve prior non-compliance,
  • Compensation studies
  • Current tax legislation updates
  • Policies and procedures review
  • Unrelated business income analysis, and
  • Endowments and rainy day funds considerations.

Non Profit Capital Management has the in-house Tax and Advisory expertise to allow you to spend less time on business issues and more time on your mission.

SERVICES Compliance Strategy Advisory
Prepare Form 990
Prepare primary state filing
Strategic development of your Form 990 to optimize funder appeal
Present key elements of Form 990 to Board of Directors
Advise on potential Unrelated Business Income exposure and unusual tax situations  
Strategic planning for future activities, considerations, and tax consequences  
Assist with creating or improving policies and procedures    
Prepare and present Executive compensation study using industry benchmarks    
Unlimited revisions of draft tax returns following these discussions    

Pricing of packages is subject to size and complexity of organization. Please reach out for a proposal tailored to your organization.

Director of Tax & Advisory Services

Jocelyn Bishop is a nonprofit advisor with over two decades of expertise in nonprofit tax law, finance, governance, and operations. Jocelyn has worked with nonprofits throughout New England and across the country, ranging from start-up to multi-billion dollar organizations. Examples of her work include:

  • Presenting and writing about current tax legislation, governance, Form 990 to Boards of Directors, CEOs/Executive Directors, CFOs;
  • Reviewing and commenting on Forms 990, 990-EZ, 990-T and associated state filings;
  • Establishing and dissolving nonprofits;
  • Consulting on unrelated business income, endowments, compensation;
  • Creating processes, procedures, compliance mechanisms;
  • Acting as Interim CFO.

Prior to joining Non Profit Capital Management, Jocelyn established her own consulting practice, was Vice President of Tax at Harvard Management Company, and was a Director in PwC’s Exempt Organization Tax Services practice.

Jocelyn is a member of the Massachusetts Bar. She volunteers her time as a Steering Committee member of the Boston Bar Association’s Tax Exempt Organizations Section and is an active Board Member of multiple nonprofits.

Jocelyn earned a Certificate in Social Sector Leadership from Philanthropy University/Haas School of Business, U.C. Berkeley. She is a graduate of Vermont Law School and Vanderbilt University.

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