LGT Not-for-Profit Group

Not-for-profit organizations are being scrutinized closer than ever before. Regulators, potential donors and members, the media, government agencies and others all want to know if your organization is fulfilling its mission and complying with applicable laws, regulations and fiduciary responsibilities.

Our goal is to help our not-for-profit clients get the most benefit out of limited resources, while at the same time taking advantage of changes due to federal regulation. LGT has a solid reputation of providing audit and tax services to more than eighty not-for-profit organizations that live and grow in our communities; a reputation built on technical experience, education, service and a financial partnership that goes well beyond your typical expectations.

LGT provides a full array of services for not-for-profit organizations including:

Industries Served
Financial Consulting
Financial Accounting
& Reporting
Healthcare Foundations Education Museums Organizations
  • Financial audits
  • Single audits – A133
  • Agreed upon procedures
  • Compilations
  • Reviews
  • Tax return preparation: IRS 990 &990-T
  • Unrelated business income (UBI) planning & consulting
  • Application for exemption
  • Representation before IRS
  • Tax compliance reviews
  • Planned giving
  • Split-interest gifts
  • Payroll and sales taxes
  • Organizational structure and governance issues
  • Expense allocation by function
  • Internal control systems review
  • Outsourced controllership
  • Budget preparation
  • GAAP requirements

Lead Contact

David Ovesen

David Ovesen

CPA, Assurance Services Partner

2626 Howell St., Ste 700
Dallas, Texas 75204
Main: 214.871.7500
Direct: 214.461.1474
Fax: 214.871.0011

Team Members