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