Wegner has become a well-respected and well-recognized name within the Non-Profit industry
through providing exceptional services and community involvement. We currently serve over 400 Non-Profit
organizations including foundations, co-ops, unions, housing development organizations, religious organizations,
associations, advocacy organizations, elderly programs, community action programs, humanitarian organizations,
voluntary health and welfare agencies, educational institutions, residential facilities for people with
developmental disabilities, and a variety of other human service agencies.
With competition for revenue sources being stronger than ever and increasing regulations for the Non-Profit
industry, you can depend on Wegner as your most valued advisor to ensure compliance with laws and regulations
and improve operating efficiencies. Our extensive experience with Non-Profits enables us to understand
the challenges faced by our clients from the Board of Directors, management and funding sources perspectives.
We believe that an integral part of our role is to help our clients communicate effectively with all of their stakeholders.
We believe in educating our clients on important issues they face within the Non-Profit industry. Wegner
provides technical training on various subjects by offering free seminars such as "How to Prepare for an Audit",
"Keys to Successful Endowment Management", "How to Increase Fundraising Through Planned Giving", "Allowable Costs",
"Designing and Implementing Cost Allocation Plans", and "How to Develop and Maintain Investment Policies" to our
clients and other organizations. We have found these seminars to be an effective way to educate our clients
and help them to cultivate relationships with their support sources. We also conduct bi-monthly
Non-Profit Roundtable meetings with pertinent information affecting the industry.
Our Non-Profit services include:
- Audits
- Reviews
- Compilations
- Agreed Upon Procedures
- Software Consulting
- Payroll
- Tax Compliance and IRS Forms 990, 990-EZ, 990-T and 990-PF Preparation
- State Informational Return Preparation
- Unrelated Business Income Tax Planning
- Bookkeeping
- Budgeting and Forecasting
- Cost Allocation Plan Assistance
What our clients are saying:
"We have been very pleased to work with Wegner LLP. Wegner's CPAs are extremely knowledgeable about non-profit accounting, which has provided significant advantages over the prior firm we worked with. Our Wegner auditors have consistently offered clear, appropriate and manageable solutions to non-profit accounting challenges. They have been willing to answer our questions throughout the year in order to benefit both organizations by paving the way for a smooth audit process. They have also honored and respected the work of our agency. We view Wegner LLP as a helpful partner, working with us to ensure excellent financial management and a solid community reputation."
Rachel Krinsky, Executive Director, Interfaith Hospitality Network of the Madison Area
"I am having difficulty putting into words what our professional relationship with Wegner means not only to our organization but also to me personally. I was new at my position when I began working with Wegner. My confidence has grown knowing that I can rely on the professionals at Wegner to answer any questions and make recommendations that will ensure the success of our organization. We were given sound advice enabling the organization to increase its investment income while at the same time protecting our assets, a key element for a non-profit organization. I trust and respect our audit team and look forward to their annual visit."
Vicki Graff, Business Manager, Wisconsin Conference UCC
For more information, please contact one of the following:
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