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space Malin Bergquist Not-for-Profit/Tax-Exempt Organizations Newsletter | September 2011
   
In this issue:
  • Change in Requirements for Cost Reporting in PA
  • Not All Purchases by Nonprofit Entities are Exempt from PA Sales and Use Tax
  • 2011 OMB Circular A-133 Compliance Supplement Released
  • Let Me Introduce...Malin Bergquist Charities
  • 403(b) Retirement Plans - Reminder of Audit Requirements and Additional IRS Guidance
  • Not-for-Profit/Tax-Exempt Organizations Group Leadership
  • About Us
 
space Change in Requirements for Cost Reporting in PA - by Lindsey Richards, CPA - There are many challenges for organizations that provide services on behalf of Pennsylvania’s Department of Public Welfare’s (DPW) Office of Developmental Programs (ODP).  One new challenge is the preparation of Cost Reports if your organization is rendering services to individuals in the Consolidated and Person/Family Directed ... More >
     
  Not All Purchases by Nonprofit Entities are Exempt from PA Sales and Use Tax - by Amy Chapman, CPA - Purchases made by a nonprofit organization are typically exempt from sales tax assuming an appropriate sales tax exemption application has been submitted and approved by the PA Department of Revenue.  Many nonprofit organizations are not aware this exemption ...  More >
     
 

2011 OMB Circular A-133 Compliance Supplement Released - by Lori Hetrick, CPA - Does your organization expend $500,000 or more in Federal funding, including federal funds passed through State agencies? If so, we encourage you to read the following article as a result of the recently issued 2011 OMB Circular A-133 ...  More >
     
  Let Me Introduce...Malin Bergquist Charities - by Karen Burns, CPA - Our mission is to eliminate cancer by funding research and education, and providing direct patient care.  How many charitable organizations have been started for a purpose such as this – probably quite a few?  Malin ... More >
     
  403(b) Retirement Plans - Reminder of Audit Requirements and Additional IRS Guidance - by Allison Jones, CPA - Organizations offering a 403(b) retirement plan to their employees should already be aware of the recent changes in the Form 5500 and audit requirements.  On November 16, 2007, the United States Department of ... More >
     
     
     
   
Public Company/SEC Group Leadership

Vincent Halupczynski, CPA

Partner
Bio | Email

Leads Malin Bergquist's Not-for-Profit Group, which serves more than 150 clients each year in Erie, Greensburg and Pittsburgh, PA. Vinnie provides clients with insights and solutions based on his more than two decades of wide-ranging audit, accounting and consulting experience. More >

Mitchell Kalkhof, CPA, MBA, CFE

Editor
Bio | Email

Audit manager with the firm’s Not-for-Profit Group. He has over 10 years of experience in performing and supervising audit, review, and compilation engagements for the firm. Clients include non-profits, employee benefit plans and municipal governmental authorities. More >
 

Contact:

814.454.4008

vhalupczynski@malinbergquist.com

    

Contact:

814.454.4008

mkalkhof@malinbergquist.com
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About Us
Malin Bergquist – Our Not-for-Profit Group provides clients with insights and solutions in audit, accounting and consulting issues, with expertise regarding the dynamics of governance, finance policies and accounting procedures. Among other accomplishments, we have advised businesses on how to qualify for tax credits in return for making contributions to educational organizations.  
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