Non-Profit Audits & Review

Non-Profit Audits & Reviews

Annually Smith Marion & Co. audits more than 200 non-profit entities.  We have a proven non-profit accounting specialty for trusts, foundations, churches, civic, social and membership organizations, and governmental agencies.  We also provide international expertise for non-profit organizations with overseas offices and missionaries.

Our Firm has been performing audits & reviews for non-profits for 35 Years.  Back in 1984 our founder, David Marion, began specializing in non-profit audits.  He trained and mentored Chad Porter, Kendra Dockham, and although David has retired he continues to lend his expertise as a consultant to our Firm.  Between our three Audit Principals, Chad Porter, Kendra Dockham and Douglas Englehart they have over 32 years of combined experience in the auditing and reporting requirements of non-profit entities.  

We also specialize in the preparation of forms 990, 199, RRF1 for non-profits and form 1120-H for Homeowners associations.  We prepare form FPPC for PAC reporting and compliance with the IRS, FTB, DOJ and SOS. We can assist in the formation, reinstatement or termination of non-profit entities as well.

Our team prides themselves with being hands on, your engagement principal or manager is regularly on-site with the audit team.  We all roll up our sleeves; we look for ways for you to accomplish your objectives and are not afraid to assist you and get the job done on time.

Expertise in these non-profit industries:

  • Teachers Associations and Uniservs
  • Homeowners Associations
  • Religious Organizations
  • California Special Districts
  • Child care centers
  • Charities
  • Cultural Arts

Expertise in these non-profit services:

  • Single Audits
  • Financial Statement Audits
  • Reviews
  • Compilations
  • Compliance Reporting
  • Management Consulting
  • Payroll and Bookkeeping
  • CFO Service

Reference Sampling:

  • Immanuel Baptist Church (2018)
  • Catholic Charities of San Bernardino & Riverside Counties (2014)
  • Mary’s Mercy Center (1998)
  • San Diego Educators Association (2016)
  • Mission Lazarus, Inc. (2016)
  • Jobs for Tennessee Graduates, Inc. (2015)
  • San Bernardino County Museum Association (2014)
  • Victor Valley Community College District Foundation (2014)
  • Childhood Cancer Foundation of Southern California (2003)
  • Crestline Sanitation District (2014)


Get in-touch with the Smith Marion & Co. team today to schedule your free consultation.