Not-for-Profit

A Business Advisor for Nonprofits

Let our team handle the complex regulatory and accounting issues involved with running a not-for-profit so you can focus on your mission. Our team of specialists are experienced working with 501(c) organizations and are knowledgeable in economics, industry-trends, regulations, and operational procedures. 

Nonprofits have specialized accounting, compliance, and consulting needs, to help your organization thrive. Our nonprofit-focused pros provide proactive tax planning solutions, and practical solutions to address budgeting, forecasting, fundraising and grant compliance, unrelated business income tax (UBIT), endowment management, and other special projects

Our Not-for-Profit Specializations

Other Not-for-Profits We Serve

Our Commitment to Non-Profits

Experience Matters

Working with nonprofits is a priority for our firm and a passion for our team members. Our firm supports many charitable organizations through monetary donations and organized group volunteer efforts. In addition, several of our partners and team members serve as board members for not-for-profit organizations. 

Your organization is more than just a bottom line and should be treated as such. Our independent membership in the BDO Alliance USA gives us access to industry expertise from a national firm, while our team structure allows us to provide you access to senior-level professionals for the personalized guidance you deserve. 

Our team stays on top of changes in the industry through participation in the following organizations: 

  • American Institute of Certified Public Accountants (AICPA) 
  • American Institute of Certified Public Accountants (AICPA) Not-For-Profit Sector 
  • Virginia Society of CPAs 
  • West Virginia Society of CPAs 
  • Tennessee Society of CPAs
Working with a firm that knows and is experienced dealing with the regulatory issues that we face on a daily basis is important to me. Brown Edwards has proven their expertise and delivered significant value to my organization. I find their folks to be highly professional, friendly and, most importantly, accessible when I need them. Choosing Brown Edwards has been a great decision for Four County EMC.
Gary Chitwood
VP of Finance and Accounting, Four County EMC
Inside Public Accounting Top 100 Firms

Solutions for Not-for-Profits

Strategy, Transformation, & Advisory

Strategy, Transformation, & Advisory

  • Risk Assurance
  • IT Services
  • Accountability and Governance
  • Endowment Advisory
  • Benefit Plans

Tax Accounting

Tax Accounting

  • Form 990 Preparation
  • Applications for Exempt Status
  • Unrelated Business Income Tax (UBIT)
  • Public Charity Status
  • State Filings
  • Audits Performed Under the Uniform Guidance

Auditing Services

Auditing Services

  • Financial Statement Audits, Reviews, and Compilations
  • Fraud Audits
  • Internal Audits

Outsourced Accounting & Advisory

Outsourced Accounting & Advisory

  • Fractional CFO
  • Fractional Controller
  • Payer Contracts
  • Payroll & Bookkeeping
Explore Solutions

Resource Center

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  • Digital transformation and innovation
  • Privacy and security
  • Data analytics
  • Performance improvement
  • Best practices for not-for-profits
  • Regulatory changes

Not-for-Profit Symposium

Non-profit finance and accounting professionals attend our annual hybrid event on new accounting and reporting requirements as well as other relevant topics that impact operations. 

Contact Our Not-For-Profit Team

James R. Fries, CPA, MSA

Partner, Not-for-Profit Co-Practice Leader

Jim is an assurance partner based in our Harrisonburg office. He specializes in working with employee benefit plans and not-for-profit organizations, including foundations, healthcare entities, community action agencies, and other social service organizations.  Jim also has experience in a wide range of other industries, including manufacturers, utilities, cooperatives, construction contractors, and physician practices.  He is a member of the firm’s peer review services team, providing quality reviews to regional public accounting firms around the country.

Melissa Stanley, CPA

Partner, Not-for-Profit Co-Practice Leader

Melissa is an assurance partner in the Roanoke office and has over 25 years of accounting experience. Prior to joining Brown Edwards, Melissa was a partner in one of the top 20 firms in the nation where her practice concentrations were in not-for-profit organizations, employee benefit plan audits, and a variety of closely-held businesses, including manufacturers, real estate holding companies, manufacturers, distributors and service organizations.

Melissa is the co-niche leader of the K-12 and Not-for-Profit Niches at Brown Edwards.  She holds a Bachelor of Arts in Accounting from Lynchburg College. She is a licensed CPA in the Virginia Commonwealth and is a member of the American Institute of Certified Public Accountants, the Virginia Society of CPAs, and is part of the Feeding Southwest Virginia Board of Directors.

David W. Reardon, CPA

Partner

David W. Reardon, CPA

Partner

Leslie F Roberts, CPA

Partner

Leslie F Roberts, CPA

Partner

M. James Hartson, Jr., CPA

Partner

M. James Hartson, Jr., CPA

Partner

Mark W. Tuck, CPA

Partner

Mark W. Tuck, CPA

Partner

Melissa A. Sikes, CPA

Partner

Melissa A. Sikes, CPA

Partner

Robert “Rob” E. Adams, CPA, CGMA

Partner

Robert “Rob” E. Adams, CPA, CGMA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

Ready to Advance your Mission?

Contact us to learn how you can partner with our team to gain insights and improve your strategic focus.

Arts, Culture, and Humanities

Arts, culture, and humanities organizations bring the performing arts to the public; preserve and commemorate the events, places, and cultures that created and continue to shape the nation; and promote the distribution of ideas. They range from internationally renowned art museums to small historical societies, major theatrical venues to charities that bring the arts into schools to promote scholastic achievement, and major broadcasting services to local-access radio and TV. 

  • Humanities and Historical Societies
  • Media
  • Museums
  • Performing Arts
  • Service and Other

Education and Research

Education nonprofits promote learning and intellectual development from cradle to grave, from preschools through post-graduate schools and adult learning programs. They also include schools for students with special needs, organizations offering vocational and technical training, libraries, literacy programs, scholarships, student organizations, and parent-teacher groups. 
 
The research category comprises science, technology, and social science institutes. A nonprofit in this category may focus on astronomy, chemistry, or other physical science; engineering; computer science; marine biology, physiology, or other biological science; anthropology, economics, international law, political science, or other social science; or interdisciplinary fields, such as black studies, ethnic studies, gerontology, labor studies, and urban studies. 

  • College and University 
  • Elementary and Secondary
  • Libraries
  • Research Institutes
  • Service and Other
  • Vocational, Technical, and Adult

Environment and Animals

Environmental organizations are dedicated to reclaiming and preserving natural resources and to beautifying the world around us. They range from recycling programs to wetlands management to garden clubs. 
 
Animal nonprofits include humane societies and SPCAs, bird and wildlife sanctuaries, fisheries, veterinary organizations, zoos, and animal-training nonprofits. 

  • Animal Protection, Welfare and Services
  • Beautification and Horticulture
  • Conservation and Environmental Education
  • Health Care Facilities and Programs
  • Pollution
  • Service and Other
  • Zoos and Veterinary Services

Health

Health nonprofits cover a broad range of organizations concerned with the body or mind. Hospitals, substance abuse and additional treatment programs, diseases and disease research, medical disciplines and specialty research, and mental health and crisis services all fall into this category. 

  • Addiction and Substance Abuse
  • Diseases and Disease Research
  • Health Care Facilities and Programs
  • Medical Disciplines and Specialty Research
  • Mental Health and Crisis Services

Human Services

Human service nonprofits are the organizations that most people think of when they hear the word nonprofit. They feed the hungry, assist crime victims and offenders, provide job training, house the homeless, help people prepare for and recover from disasters, maintain playgrounds and athletic fields, act as advocates for children, and offer programs to help youth mature into adults who contribute to society. 

  • Agriculture, Food, and Nutrition
  • Crime and Legal Related
  • Employment and Occupations
  • General Human Services
  • Housing
  • Public Safety, Disaster Preparedness, and Relief
  • Recreation and Sports
  • Youth Development 

International

International organizations focus their efforts outside U.S. borders. Development relief organizations, human rights advocates, peace and security nonprofits, and organizations that promote international understanding all fall into this category. 

  • International Development and Relief Services 
  • International Human Rights
  • International Peace and Security
  • Promotion of International Understanding
  • Service and Other

Public, Societal Benefit

Public and societal benefit nonprofits work in the areas of civil rights and civil liberties, community improvement, philanthropy and volunteerism, and voter education and registration. They also include life insurance providers, unemployment compensation organizations, pension and retirement funds, fraternal groups, employee associations, and cemeteries. 

  • Civil Rights and Liberties
  • Community Improvement
  • Mutual/Membership Benefit Organizations
  • Philanthropy, Voluntarism, and Public Benefit
  • Service and Other
  • Voter Education and Registration
  • Humanities and Historical Societies
  • Media
  • Museums
  • Performing Arts
  • Service and Other

Religion

Religious organizations encompass houses of worship for the world’s major religions, including Christianity—both Protestantism and Catholicism—Judaism, Islam, Buddhism, and Hinduism. Religious print and broadcast nonprofits as well as organizations dedicated to interfaith issues also fall into this category. 

  • Buddhist
  • Christian
  • Hindu
  • Islamic 
  • Jewish
  • Religious Media
  • Service and Other
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Our Not-For-Profit Team

Check Out the Latest News from Our
Not-For-Profit Symposium

Non-profit finance and accounting professionals attend our annual hybrid event on new accounting and reporting requirements as well as other relevant topics that impact operations. 

Meet the Team

Leslie F Roberts, CPA

Partner

Leslie F Roberts, CPA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

Valerie R. Ellis, CPA, CGMA

Partner

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