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INDUSTRIES

Audit & Assurance

NOT-FOR-PROFIT & HIGHER EDUCATION

Our decades of experience serving not-for-profit and educational organizations of all structures, sizes, and complexities helps us provide you with accounting, advisory, audit, and tax services you need to sustain and grow your organization and maintain your tax-exempt status. Find out how.

2023 Not-for-Profit Trends Report

The industry landscape for not-for-profits is constantly changing and presenting new challenges and opportunities. To adapt and thrive in this environment, not-for-profits need to understand the trends and issues that shape their industry and influence their stakeholders. At UHY, we are dedicated to empowering such organizations with the tools and guidance they need to transform and streamline their financial processes, and most importantly, to ensure their lasting positive impacts in their communities and society at large.

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CAPABILITIES

OVERVIEW AND EXPERIENCE

Full Range Of Not-for-Profit Audit & Assurance Services

  • Audits of financial statements
  • Compliance auditing under OMB Uniform Guidance For Single Audits
  • ERISA audits for employee benefit plans (401(k)/403(b)/defined benefits)
  • Attestation and agreed-upon procedures services
  • Review and compilation services
  • Financial reporting assistance and grant compliance
  • Technical accounting research and consulting
  • Service organization controls (SOC)

Our Professionals

RICHARD DAVID

Principal, UHY LLP
Columbia, Maryland

RICHARD DAVID

Principal, UHY LLP

JEFFREY HAYDEN

Partner, UHY LLP
Managing Director, UHY Advisors
McLean, Virginia

JEFFREY HAYDEN

Partner, UHY LLP
Managing Director, UHY Advisors

ROBERT BOESIGER

Partner, UHY LLP
Managing Director, UHY Advisors
Detroit, Michigan

ROBERT BOESIGER

Partner, UHY LLP
Managing Director, UHY Advisors

MAUREEN DOCKSTADER

Partner, UHY LLP
Managing Director, UHY Advisors
Ames, Iowa

MAUREEN DOCKSTADER

Partner, UHY LLP
Managing Director, UHY Advisors

COLETTE CAHILL

Office Managing Partner, UHY LLP
Managing Director, UHY Advisors
McLean, Virginia

COLETTE CAHILL

Office Managing Partner, UHY LLP
Managing Director, UHY Advisors

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

STEPHEN SLATER

Partner, UHY LLP
Managing Director, UHY Advisors

MATTHEW VANDERBECK

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

MATTHEW VANDERBECK

Partner, UHY LLP
Managing Director, UHY Advisors

EDWARD PLAWECKI, JR.

Special Counsel and Director of Government Relations, UHY Advisors
Farmington Hills, Michigan

EDWARD PLAWECKI, JR.

Special Counsel and Director of Government Relations, UHY Advisors

JENNIFER PAWLOWSKI

Principal, UHY LLP
Farmington Hills, Michigan

JENNIFER PAWLOWSKI

Principal, UHY LLP

CHRIS PETERSON

Principal, UHY Advisors
Farmington Hills, Michigan

CHRIS PETERSON

Principal, UHY Advisors

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors

BRIAN KEARNS

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

BRIAN KEARNS

Partner, UHY LLP
Managing Director, UHY Advisors

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ALEX ZHANG

Partner, UHY LLP
Managing Director, UHY Advisors

LAURIE HOPKINS

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

LAURIE HOPKINS

Partner, UHY LLP
Managing Director, UHY Advisors

JOYCE O'DWYER

Principal, UHY Advisors
Towson, Maryland

JOYCE O'DWYER

Principal, UHY Advisors

JOHN KINCAID

Partner, UHY LLP
Managing Director, UHY Advisors
Towson, Maryland

JOHN KINCAID

Partner, UHY LLP
Managing Director, UHY Advisors

JENNIFER WOOLF

Principal, UHY LLP
Kalamazoo, Michigan

JENNIFER WOOLF

Principal, UHY LLP

TINA STEINBECK

Principal, UHY Advisors
New York City, New York

TINA STEINBECK

Principal, UHY Advisors

KERRY SANTOPIETRO

Principal, UHY Advisors
Long Island, New York

KERRY SANTOPIETRO

Principal, UHY Advisors

ANGELA KOPRIVA

Principal, UHY LLP
Cadillac, Michigan

ANGELA KOPRIVA

Principal, UHY LLP

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Kalamazoo, Michigan

RHONDA NEWMAN

Partner, UHY LLP
Managing Director, UHY Advisors

MARLENE BEACH

Principal, UHY LLP
Farmington Hills, Michigan

MARLENE BEACH

Principal, UHY LLP

MARC ROSEN

Principal, UHY Advisors
St. Louis, Missouri

MARC ROSEN

Principal, UHY Advisors

AUDREY MCKENRICK

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

AUDREY MCKENRICK

Partner, UHY LLP
Managing Director, UHY Advisors

DAVE HOVE

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

DAVE HOVE

Partner, UHY LLP
Managing Director, UHY Advisors

GARY NEWKIRK

Principal, UHY Advisors
Kingston, New York

GARY NEWKIRK

Principal, UHY Advisors

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors
Albany, NY

CYNTHIA SCHEUER

Managing Partner, UHY LLP
Managing Director, UHY Advisors

MIKE SANTICCHIA

Partner, UHY LLP
Managing Director, UHY Advisors
Ann Arbor, Michigan

MIKE SANTICCHIA

Partner, UHY LLP
Managing Director, UHY Advisors

DANIEL ENSOR

Principal, UHY LLP
Salisbury, Maryland

DANIEL ENSOR

Principal, UHY LLP

SUZANNE MULDOON

Principal, UHY Advisors
Hudson, New York

SUZANNE MULDOON

Principal, UHY Advisors

HERBERT GEARY, III

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

HERBERT GEARY, III

Partner, UHY LLP
Managing Director, UHY Advisors

TEGEST HAILEMICHAEL

Principal, UHY Advisors
St. Louis, Missouri

TEGEST HAILEMICHAEL

Principal, UHY Advisors

ALANNA ABREU

Principal, UHY Advisors
Long Island, New York

ALANNA ABREU

Principal, UHY Advisors

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ERIK BONSTROM

Partner, UHY LLP
Managing Director, UHY Advisors

N. THÉRÈSE WOLFE

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

N. THÉRÈSE WOLFE

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MICHAEL LIPSCHULTZ

Partner, UHY LLP
Managing Director, UHY Advisors

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors
New York, New York

MICHAEL BURKE

Partner, UHY LLP
Managing Director, UHY Advisors

JANEEN ARMSTRONG

Principal, UHY Advisors
Towson, Maryland

JANEEN ARMSTRONG

Principal, UHY Advisors

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

JODY LURK

Partner, UHY LLP
Managing Director, UHY Advisors

KATE VASILIEV

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

KATE VASILIEV

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors
New York, New York

MICHAEL MAHONEY

Northeast Regional Managing Director, UHY Advisors

MARK CRONIN

Principal, UHY Advisors
Des Moines, Iowa

MARK CRONIN

Principal, UHY Advisors

STACY FARBER

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington, Connecticut

STACY FARBER

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

SCOTT MCRUER

Partner, UHY LLP
Managing Director, UHY Advisors

NICOLE OVERBAUGH

Principal, UHY LLP
Hudson, New York

NICOLE OVERBAUGH

Principal, UHY LLP

MARILYN PENDERGAST

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MARILYN PENDERGAST

Partner, UHY LLP
Managing Director, UHY Advisors

BARRY THOMAS

Principal, UHY LLP
McLean, Virginia

BARRY THOMAS

Principal, UHY LLP

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

F. MICHAEL ZOVISTOSKI

Partner, UHY LLP
Managing Director, UHY Advisors

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

THOMAS R. REY, JR.

Partner, UHY LLP
Managing Director, UHY Advisors

JAMES DANIELS

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

JAMES DANIELS

Partner, UHY LLP
Managing Director, UHY Advisors

SARAH HARDEE

Office Managing Partner, Nashville, UHY LLP
Managing Director, UHY Advisors
Nashville, Tennesee

SARAH HARDEE

Office Managing Partner, Nashville, UHY LLP
Managing Director, UHY Advisors

DANIEL KEY

Principal, UHY Advisors
Kansas City, Missouri

DANIEL KEY

Principal, UHY Advisors

DONALD MILLER

Principal, UHY LLP
Columbia, MD

DONALD MILLER

Principal, UHY LLP

ERIC HENNESSEY

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

ERIC HENNESSEY

Partner, UHY LLP
Managing Director, UHY Advisors

NANCY PATZWAHL

Principal, UHY Advisors
Hudson, New York

NANCY PATZWAHL

Principal, UHY Advisors

JEAN HOWE LOSSI

Principal, UHY Advisors
Hudson, New York

JEAN HOWE LOSSI

Principal, UHY Advisors

AMY GALLAGHER

Managing Director, UHY Consulting
Atlanta, Georgia

AMY GALLAGHER

Managing Director, UHY Consulting

NELLY GIZDOVA

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

NELLY GIZDOVA

Partner, UHY LLP
Managing Director, UHY Advisors

DAVID PLAJSTEK

Principal, UHY Advisors
Long Island, New York

DAVID PLAJSTEK

Principal, UHY Advisors

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors

SCOTT MACCALLUM

Principal, UHY LLP
Kalamazoo, Michigan

SCOTT MACCALLUM

Principal, UHY LLP

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors
Catskill, New York

BRADLEY CUMMINGS

Partner, UHY LLP
Managing Director, UHY Advisors

MICHAEL TRETTIN

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

MICHAEL TRETTIN

Partner, UHY LLP
Managing Director, UHY Advisors

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors
Albany, New York

HOWARD FOOTE

Office Managing Partner,
Capital Region, UHY LLP
Managing Director, UHY Advisors

MARK DICKINSON

Principal, UHY LLP
Kansas City, Missouri

MARK DICKINSON

Principal, UHY LLP

LAUREN OUIMET

Principal, UHY Advisors
Saratoga Springs, New York

LAUREN OUIMET

Principal, UHY Advisors

JACK REAGAN

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

JACK REAGAN

Partner, UHY LLP
Managing Director, UHY Advisors

PAUL BAILEY

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

PAUL BAILEY

Partner, UHY LLP
Managing Director, UHY Advisors

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors
Hudson, New York

A. MICHAEL BUCCI

Partner, UHY LLP
Managing Director, UHY Advisors

RICHARD KOSKEY

Principal, UHY Advisors
Hudson, New York

RICHARD KOSKEY

Principal, UHY Advisors

STEVEN WIEBLER

Partner, UHY LLP
Managing Director, UHY Advisors
Kansas City, Missouri

STEVEN WIEBLER

Partner, UHY LLP
Managing Director, UHY Advisors

CHRIS HALL

Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

CHRIS HALL

Office Managing Partner, Salisbury, UHY LLP
Managing Director, UHY Advisors

SCOT HOSKINS

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

SCOT HOSKINS

Partner, UHY LLP
Managing Director, UHY Advisors

STEVE KATZMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Farmington Hills, Michigan

STEVE KATZMAN

Partner, UHY LLP
Managing Director, UHY Advisors

KAREN SHAFIK

Partner, UHY LLP
Managing Director, UHY Advisors
Port Huron, Michigan

KAREN SHAFIK

Partner, UHY LLP
Managing Director, UHY Advisors

JULIE MAYER

Partner, UHY LLP
Managing Director, UHY Advisors
Nashville, Tennesee

JULIE MAYER

Partner, UHY LLP
Managing Director, UHY Advisors

NANCY JOHNSON

Partner, UHY LLP
Managing Director, UHY Advisors
Columbia, Maryland

NANCY JOHNSON

Partner, UHY LLP
Managing Director, UHY Advisors

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

DENISE PISCIOTTA

Partner, UHY LLP
Managing Director, UHY Advisors

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

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Consulting

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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Advisory

Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.

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©2023 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.