Nonprofit Organizations

Nonprofit organizations are deeply woven into the Western New York business and philanthropic community. Yet doing business as a nonprofit has become increasingly complex. New tax reform, complex regulations, growing competition, and shrinking resources can make the management of financial resources daunting for those leading our region’s many nonprofits.

Lumsden McCormick can help. Widely regarded as having the most extensive and diversified nonprofit base in Western New York, our partner-led nonprofit services team is uniquely qualified to help exempt businesses operate most effectively. You can count on our accessible certified public accountants to work collaboratively with your leadership team to minimize compliance risk as well as monitor industry developments. In addition to our unparalleled expertise, we can tap additional national and global resources on your behalf through our membership in the BDO Alliance USA.

Our nonprofit services include:

Audit and Assurance Services


Tax Services

  • Forms 990 and CHAR500
  • Forms 1023 and 1024 (Initial Formation and Exemption Applications)
  • Form 1099 series filings
  • Unrelated Business Income Taxes (UBIT)


Consulting Services

Firm Resources


Exempt Organizations Conference

Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics. Visit our Events page for more information; details to follow. Contact Maria Gambacorta with further questions. 

For more information about our accounting and consulting services for nonprofit organizations, contact Donna Gonser, Jill Johnson, or complete the form below.

Services Leaders

Thomas Burns

Thomas M. Burns, CPA, CMA

Principal
Peter DeSabio

Peter J. DeSabio, CPA

Manager
Max Donlon

Max Donlon, CPA

Manager
Donna Gonser

Donna M. Gonser, CPA

Partner
Michael Grimaldi

Michael J. Grimaldi, CPA

Partner
Sarah Hopkins

Sarah M. Hopkins, CPA

Partner
Jill Johnson

Jill M. Johnson, CPA, CFE, CITP, FHFMA

Partner
Cathleen Karpik

Cathleen M. Karpik, CPA

Principal
Elizabeth Krause

Elizabeth S. Krause, CPA

Manager
Robert Torella

Robert S. Torella, CPA

Principal
Jenna Torella

Jenna A. Torella, CPA

Manager

Upcoming Events

Webinar Series Part III: Planning, Planning, and More Planning - What’s Necessary to Optimize Your Personal Financial Position

Webinar Series Part III: Planning, Planning, and More Planning - What's Necessary to Optimize Your Personal Financial Position

June 22, 2021

Given the proposed tax rate increase to individuals, planning will be the key to mitigate financial stress. Your key takeaways from this one-hour discussion will include planning strategies that you can implement now.

Learn More
Webinar Series Part I: Federal Tax Laws Gone Wild

Webinar Series Part I: Federal Tax Laws Gone Wild

May 25, 2021

Planning is key to mitigate the impact of the administration's proposed tax law changes expected for tax year 2021. This one-hour presentation will review the potential changes and the impact to your operations.

Learn More
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