weaver services for nonprofit organizations

For more information about Weaver’s services, visit weaver.com.

Professional Services for

Nonprofit Organizations

Contact: TRENT FOSTER, CPA Partner, Assurance Services Nonprofit and Higher Education Leader Office: 972.448.6940 Cell: 972.998.3319 [email protected]

Services for Nonprofit Organizations

For more information about Weaver’s services, visit weaver.com. Page 1

Nonprofit organizations face unique challenges when it comes to running large, multi-faceted operations.

At Weaver, we understand the complexities you face running a nonprofit that can affect hundreds or thousands of individuals while protecting and growing the funds that help you meet your mission. As a full-service firm, we have a range of services to respond to your needs.

No matter the service, we customize an affordable, focused, technology-driven, risk-based, “no surprises” methodology for each client. Our service approach emphasizes timely and responsive communication, as well as technical skills and deep knowledge of nonprofit auditing requirements.

Assurance Our financial statement audit approach is risk-based and involves a planned and proactive process. We identify potential areas of risk that could lead to material misstatement of the financial statements. A key component in evaluating audit risk is obtaining an understanding of the client’s internal controls, capabilities and personnel qualifications, as well as gaining knowledge of the operations and accounting processes. This level of understanding enables us to perform a thorough, efficient and effective audit, and allows us to provide value-added recommendations to management.

Tax At Weaver, we think tax compliance and planning should do more than just meet filing deadlines and help eliminate unpleasant tax surprises. We’ll untangle the intricacies of federal tax laws to uncover and plan for tax opportunities your organization can use to achieve its financial goals. Weaver provides tax planning, tax return preparation and IRS representation services for nonprofit organizations throughout Texas. We also work with finance leadership to identify areas of tax exposure, such as unrelated business income; consult on fundraising rules and lobbying restrictions and provide assistance with grant applications.

Risk Advisory Services The most successful organizations are those that manage risk, governance and internal control exceptionally well. It’s more strategic than simply navigating uncertainty in an evolving regulatory environment. When carried out effectively, these key processes not only mitigate risk but also enhance performance. Weaver’s risk-based, no-surprises approach has been helping nonprofits translate complex information into knowledge, and knowledge into decisions. Every day, Weaver’s risk advisory services team provides consulting services such as:

Business continuity planning Business process improvement Contract monitoring and

compliance Forensic investigation Internal audit IT audit

Organizational assessment Performance auditing and

measurement Risk assessment Service Organization Controls

(SOC) reporting



Serving the nonprofit industry is a strategic focus for Weaver and we have invested in our practice accordingly.

Weaver understands nonprofits. Our professional staff has deep experience in the processes and financial systems used by nonprofit organizations. But we also understand the pressures that come with the enormous responsibility of preserving the mission and vision—and funds—of the organization.

With more than a quarter of the firm’s audit revenues originating from work performed for Texas public sector entities, we have built a robust practice of professionals who are trained in governmental, higher education and nonprofit industry auditing. We currently servie more than 330 nonprofit entities all across Texas operating in all segments of the industry. The types of nonprofit organizations we serve are varied in scope and include:

Social organizations Museums and performing arts groups Human services Foundations and trusts Higher education Primary and secondary education Theological seminaries Religious organizations Elderly care services Social work and counseling providers Trade and professional associations

Dedicated Nonprofit Practice Serving large, complex nonprofit organizations requires specialized knowledge. At Weaver, it is a true strategic priority and we continually invest in our resoures accordingly. Weaver has more than 120 staff members—a quarter of the firm’s resources—dedicated to serving the specific needs of organizations like yours.

Weaver invests both time and money to ensure that our nonprofit-focused audit and tax professionals are always at the forefront of best practices for the industry. Our partners and professionals are knowledgeable about the latest rules, regulations, technical developments, and industry trends affecting nonprofits. Each of our professionals has specialized training and experience in the rules and standards unique to public sector entities, such as government and nonprofit accounting and OMB Circular A-133 regulations. What this means is that you will be served by a highly experienced team of CPAs who have dedicated their careers to serving entities with auditing, tax, accounting and operational situations similar to yours.



ABBA Foundation of Texas AIDS Foundation Houston, Inc. All Saints Episcopal Church America Can! dba Texans Can! Anderlitch Family Foundation, The Ann & Glenn Biggs Family Foundation Arts of Collin County Commission, Inc. Baptist General Convention of Texas Baptist Memorials Ministries Boys and Girls Club of Greater Fort Worth Boys and Girls Club of Greater Fort Worth

Foundation Buckner International Camp Fire USA Lone Star Agency, Inc. Catholic Charities Diocese of Fort Worth Catholic Charities Endowment Trust Catholic Charities of Dallas Cavanaugh Flight Museum Central Christian Church Champions Scholarship Foundation Chancery Office of the Catholic Diocese of Dallas Charity Ball Association of San Antonio Charity Ball Legacy Foundation CHRISTUS Santa Rosa Children’s Hospital Foundation Church of Christ Student Foundation Church of the Good Samaritan Circle Ten Boy Scout Foundation Circle Ten Council Commit!2Dallas Community Council of Greater Dallas Community Enrichment Center Community Hospice of Texas Comprehensive Cancer Centers of Nevada Congregation Ahavath Shalom Congregation Shearith Israel Congregation Shearith Israel Foundation, Inc. Consumer Credit Counseling Service of Greater

Dallas Corporation for Economic Development Dallas Baptist University Dallas County Association for the Blind Trust Fund Dallas Lighthouse for the Blind Dallas Stars Foundation Inc. Dan & Hermine Hemphill Charitable Foundation Davey O’Brien Education & Charitable Trust Dillon International Disability Services of Southwest

Dwell With Dignity Foundation, Inc. Ecumenical Center for Religion and Health Envoy Hospice Foundation, Inc. First Methodist Church Foundation of Fort Worth First Texas Agency of Campfire Fort Worth Boat Club Fort Worth Chamber Foundation Fort Worth Chamber of Commerce Fort Worth Clean City Fort Worth Medtech Center Fort Worth South, Inc. Friends of Christus Santa Rosa Funding Information Center of Fort Worth Gill Children’s Services Girl Scouts of Northeast Texas Girl Scouts of Northeast Texas Endowment

Foundation, Inc. Give to Life Foundation Greater Fort Worth Association of Realtors Greenwood Endowment Care Trust H.O.W. Foundation, Inc. Hidalgo Foundation of Bexar County Historical Preservation Trust Hospice House Foundation, Inc. Houston Eye Associates Foundation Houston Graduation Center Hubbard Family Foundation, Inc. Institute of Nautical Archaeology Foundation International Association for Exhibition Management International Association of Assembly Managers International Association of Assembly Managers

Foundation James E. and Elizabeth D. Lewis Foundation JBAH Foundation Jesuit College Preparatory School of Dallas

Foundation Joe E. Davis Foundation John Knox School of Canyon Creek Presbyterian Junior Achievement of the Chisholm Trail JWC Family Foundation Lena Pope Foundation, Inc. Lena Pope Home, Inc. Leo & Rhea Fay Fruhman Foundation Lewis J. & Wanda Wilson Hesed Foundation LifeGift Organ Donation Center M.B. & Edna Zale Foundation Main Plaza Conservancy

REPRESENTATIVE EXPERIENCE: Nonprofits, Foundations & Trusts



REPRESENTATIVE EXPERIENCE: Nonprofits, Foundations & Trusts (continued)

Mark and Ruth Ann Dunn Foundation McNulty Hope Foundation, Inc. Midland Christian Foundation Moilan Foundation Inc. Moncrief Cancer Foundation Mount Olivet Cemetery Association Mount Olivet Endowment Care Trust Nancy & Alan Hamm Foundation Inc. Nancy Smith Hurd Foundation Natural Gas Partners Foundation Natural Resources Foundation of Texas Newman Foundation North Central Texas Interlink, Inc. Odessa Community Foundation, Inc. One In Heart Foundation Providence Trust Public Werks, Inc. R.E. Bob and Vivian Smith Foundation Reuter Family Foundation Rose-Marie & Jack R. Anderson Foundation Scharbauer Foundation Semmes Foundation, Inc. Senior Citizens of Greater Dallas Society of Petroleum Engineers Southland Conference Sparrow Charitable Foundation St. Elizabeth of Hungary Catholic Church St. Paul Medical Foundation Suicide & Crisis Center Tarrant County College Foundation Tarrant County Youth Collaboration TechFW Temple Emanu-El Congregation Temple Emanu-El Foundation, Inc. Texas and Southwestern Cattle Raisers Association Texas Parks & Wildlife Foundation Texas State History Museum Foundation Thanks-Giving Square Foundation The Aughinbaugh Family Charitable Foundation The Byron Nelson Foundation

The Christian Heritage Foundation The Fort Worth Chamber Development Foundation The Hersh Foundation The John C. Ford Program The Landmark Foundation The Las Colinas Association The Lyda Hill Foundation The Marbridge Foundation, Inc. The Margaret and Al Hill Family Foundation The Mariposa Charitable Foundation The Moravits Family Foundation The Patrician Movement The Paulos Foundation The PHM Foundation The Pogue Foundation The R.E. Bob and Vivian Smith Foundation The Real Estate Agency, Inc. The Rod & Kim Lewis Foundation The Skyland Foundation The VNO Foundation The WEDGE Foundation The Wildlife Heritage Foundation of Texas Theodore and Beulah Beasley Foundation Inc. Todd A. Williams Family Foundation United Service Association for Health Care

Foundation United Way of Tarrant County University of North Texas Health Science Center

Foundation UT Southwestern Moncrief Cancer Center Veritas Educational Foundation Veterinary Emergency & Critical Care Foundation Veterinary Emergency and Critical Care Society Wednesday's Child Benefit Corporation Williamson County Conservation Foundation Woman’s Club Historical Preservation Trust Woman's Club Foundation of Fort Worth, Inc. Woman's Club of Fort Worth Inc. YWCA of Metropolitan Dallas Zenas Foundation



COMMUNICATION There should never be surprises at any point during an engagement, and we believe the way we stay connected and communicate with our clients is a true differentiator. In addition to our initial planning meetings, we also regularly communicate throughout the engagement to ensure that you are fully informed of any material findings or other significant information in real time.

COST CONTROL

ACCESSIBILITY

EDUCATION

We understand the importance of controlling costs, especially for nonprofit entities. We also know you don’t want to sacrifice quality in favor of cost effectiveness. That’s why we focus keenly on keeping budgets true to estimates and timelines on track.

As a Texas-based firm, our focus is local and our technical resources are close, which is by design. Not only have we invested in permanently staffing seven major Texas markets but we also handle decisions locally, which creates efficiencies for clients.

When you face unusual or complex transactions and situations, we encourage you to bring them to our attention. We can review transactions throughout the year to save you time during the engagement. We also work with you to help you understand how new accounting standards affect the organization, and provide insight to industry-specific issues and emerging trends.

Annually, Weaver provides a robust day CPE-accredited public sector education. From industry updates to emerging trends, we offer different tracks so you can customize your day of CPE to your most critical needs. Additionally, upon request, we are also pleased to bring CPE-accredited education to your staff on specific topics of interest.

In running a large, complex nonprofit, you have so much more at stake than budgets and compliance.

That’s why the service you receive from Weaver’s team is never commodotized, but rather holistic and highly customized to your particular needs. As a foundational step in every engagemenet, we work to establish strong relationships so we can learn about your organization and your particular issues. This helps us tremendously to tailor the engagement, addressing your specific requirements and responding to your individual needs.

There are many elements of a service approach that contribute to building quality relationships. Some include:

TECHNICAL RESOURCE

About Weaver


TEXAS OFFICE LOCATIONS

As the largest accounting firm based in the Southwest, we have long been dedicated to serving the specific needs of complex nonprofit organizations.

Founded in Fort Worth 1950, Weaver has 64 years of experience providing professional services to organizations throughout Texas and beyond. Today, we have more than 500 team members, including 70 partners, working in seven offices across Texas, as well as operations in California, Colorado and Connecticut.

A nationally recognized leader in the accounting profession, Weaver is:

Named to Inside Public Accounting’s “BEST of the BEST Firms” list

Ranked as one of the top-50 accounting firms in the U.S. according to Inside Public Accounting

Ranked among the top 50 firms in Accounting Today’s top 100 firms list

Serving the nonprofit sector is a major focus for Weaver. Today, we serve approximately 330 nonprofit organization clients across, and more than 30% of our firm’s audit revenues originate from work performed for public sector entities.

Peer Review The firm participates in the American Institute of CPA’s peer review program. Every three years, the firm engages an independent accounting firm to determine if our quality control policies and procedures are suitably designed, and if our techniques for implementing these policies and procedures comply with professional standards. We received our latest peer review report in 2013.

Firms can receive a rating of pass, pass with deficiency (ies), or fail. Weaver received a pass rating, with no letters of comment — the highest grade possible. In fact, Weaver has received unmodified reports on all our peer reviews to date. We have received no letters of comment on our last four consecutive peer reviews — an uncommon achievement in the industry, which underscores our commitment to quality. Each peer review has included a review of governmental audit engagements as required by AICPA standards.

Team Biographies


Trent Foster, CPA Partner, Higher Education and Nonprofit Services Partner, Assurance Services Office: 972.448.6940 | Cell: 972.998.3319 | [email protected] Summary: Trent Foster, CPA, has more than 15 years of experience in public accounting, including former Big Four experience. As the partner-in-charge of Weaver’s nonprofit and

higher education practice, he devotes all of his time to serving nonprofit organizations. During his career, Trent has provided the full spectrum of accounting services to companies with annual revenues from $100 million to $500 million. He has an in-depth understanding of nonprofit accounting issues. Trent is very involved with the nonprofit community and has conducted several local and national trainings on compliance issues. He also consults in areas such as grant compliance requirements, organization structure, and internal controls. Professional Experience

▪▪ More than 15 years of public accounting experience in all facets of business accounting, finance, financial management and reporting

▪▪ Manages all aspects of financial statement audits, including helping clients with treasury and control, budgeting, investments, insurance, employee benefit plans, security and facilities

▪▪ Developed standardized corporate audit practices that improved accuracy, strengthened controls and improved efficiency, resulting in cost savings for clients

▪▪ Assists in the preparation of financial statements, including P&L analytics and cash flow statements and projections

▪▪ Identified, researched and resolved audit and accounting issues to ensure proper financial statement disclosures and accounting treatment in accordance with generally accepted accounting principles and industry-specific requirements

▪▪ Has transformed companies with weak or limited internal controls to become compliant with no significant deficiencies or material weaknesses

Representative Clients

▪▪ Ashford University ▪▪ Autry National Center of the American West ▪▪ Azusa Pacific University ▪▪ California Institute of Technology ▪▪ Catholic Charities ▪▪ Chapman University ▪▪ Goodwill Industries ▪▪ Greater Los Angeles Zoo ▪▪ Jewish Big Brothers and Big Sisters of Los

Angeles

▪▪ Jewish Community Foundation ▪▪ Mercy House ▪▪ Ontario Convention Center ▪▪ Pepperdine University ▪▪ The California Endowment ▪▪ The YMCA of Metropolitan Los Angeles ▪▪ Toyota USA Foundation ▪▪ University of California, Riverside Foundation ▪▪ University of Southern California ▪▪ Walt Disney Company and Foundation

Professional Involvement and Recognition

▪▪ Member, American Institute of Certified Public Accountants (AICPA) ▪▪ Member, Texas Society of Certified Public Accountants (TSCPA) ▪▪ Member, California Society of Certified Public Accountants (CSCPA) ▪▪ Member, Higher Education Leadership Team

Education and Certifications

▪▪ Certified Public Accountant, California ▪▪ Bachelor of Arts in economics with a minor in accounting, University of California, Los Angeles

Team Biographies


Jerry L. Gaither, CPA, CGFM Partner-in-Charge, Public Sector Services Partner, Assurance Services Office: 972.448.6918 | Cell: 214.763.2128 | [email protected] Summary: Jerry Gaither, CPA, CGFM, has more than 36 years of experience auditing government entities and is the partner-in-charge of Weaver’s public sector practice. With

extensive experience leading engagement teams in audits, risk advisory services, forensic and litigation accounting support and consulting, Jerry brings specialized government industry knowledge to each of his clients. In addition, he is responsible for developing Weaver’s audit methodologies for financial auditing of government entities, including public school districts, as well as single audits meeting the requirements of the U.S. Office of Management and Budget (OMB) A-133. With his years of experience serving government entities and involvement in standard setting bodies, Jerry’s clients have access to important industry insights, often before major changes happen. Professional Experience

▪▪ More than 36 years of public accounting experience ▪▪ Extensive experience in the government and nonprofit industries providing financial audits, risk

advisory services, forensic and litigation accounting support and consulting ▪▪ Directs Weaver’s strategic plans for the public sector practice, including the development of staff

training, audit methodology and market development ▪▪ Develops Weaver’s audit methodologies for financial auditing of government entities including cities,

regional governments and public school districts, providing single audits meeting the requirements of the U.S. Office of Management and Budget (OMB) A-133

▪▪ Engagement partner for 4 of the 25 largest Texas cities and 3 of the 15 largest Texas school districts ▪▪ Serves as audit engagement partner for school districts with total assets up to $1.5 billion and total

revenues up to $825 million Representative Client Experience

▪▪ Texans Can Academy ▪▪ Bishop Dunne Catholic School ▪▪ John Paul II High School ▪▪ June Shelton School & Evaluation Center ▪▪ Foundation for Allen Schools ▪▪ Dallas Baptist University

▪▪ Bucker International ▪▪ Garland Independent School District ▪▪ Highland Park Independent School District ▪▪ Irving Independent School District ▪▪ Richardson Independent School District ▪▪ Plano Independent School District


▪▪ Member, American Institute of Certified Public Accountants (AICPA) ▪▪ Member, Texas Society of Certified Public Accountants (TSCPA), Dallas chapter ▪▪ Member, Association of Government Accountants (AGA) ▪▪ Member, AICPA Government Audit Quality Center (GAQC) ▪▪ Associate Member, Association of School Business Officials (ASBO), Former member, Panel of Review


▪▪ Certified Public Accountant, Texas ▪▪ Certified Government Financial Manager, AGA ▪▪ Bachelor of Business Administration, Accounting, Texas Christian University

Team Biographies


Ira L. Nevelow, CPA, AEP, JD Partner-in-Charge, Estate, Gift and Trust Taxation Services Office: 972.448.6960 | Cell: 469.744.2214 | [email protected] Summary: Ira Nevelow, CPA, AEP, JD, has more than 30 years of experience in public accounting. The core concentrations of Ira’s practice are taxation of estates and trusts, nonprofit organizations and individuals. His experience with nonprofit organizations includes counseling on compliance responsibilities and unrelated business income. Ira is a

member of the Texas Society of Certified Public Accountants and its Nonprofit Organizations Conference committee. He is also a member of the Gulf States TEGE (Tax Exempt and Governmental Entities) Council. Professional Experience

▪▪ More than 30 years of experience in public accounting with concentrations in taxation of estates and trusts, nonprofit organizations and individuals

▪▪ Extensive experience working with individuals to strategically manage tax compliance responsibilities related to business and personal matters, including gift and estate planning and Texas separate property issues as a result of divorce

▪▪ Counsels nonprofit organizations regarding compliance responsibilities, unrelated business income, private foundation excise tax and gift substantiation issues

▪▪ Provides individual and business Internal Revenue Service proceeding representation ▪▪ Significant experience providing tax and financial consulting to privately-held and owner-managed

businesses in a variety of industries, including investment partnerships, professional services organizations and real estate entities

Representative Clients

▪▪ Texans Can Academy ▪▪ Jesuit College Preparatory School of Dallas

Foundation ▪▪ June Shelton School & Evaluation Center ▪▪ Dallas Lighthouse for the Blind ▪▪ Dallas Baptist University

▪▪ Senior Citizens of Greater Dallas ▪▪ St. Paul Medical Foundation ▪▪ Circle Ten Council, Boy Scouts of America ▪▪ Girl Scouts of Northeast Texas ▪▪ YWCA of Metropolitan Dallas


▪▪ Member, Texas Society of Certified Public Accountants (TSCPA) Member, Nonprofit Organizations Conference committee

▪▪ Member, Gulf States Area TEGE (Tax Exempt and Governmental Entities) Council ▪▪ Member, American Institute of Certified Public Accountants (AICPA) ▪▪ Member, State Bar of Texas and Dallas Bar Association ▪▪ Former State Bar of Texas representative for IRS Taxpayer Education and Communication committee


▪▪ Certified Public Accountant, Texas ▪▪ Accredited Estate Planner ▪▪ Licensed Attorney, Texas ▪▪ Juris Doctor, University of Houston ▪▪ Bachelor of Business Administration, Accounting, The University of Texas at Austin

Team Biographies


Sara Dempsey, CPA Senior Manager, Audit Services Office: 972.448.6958 | Cell: 512.787.8733 | [email protected] Summary: Sara Dempsey, CPA, has 11 years of experience managing and performing audits for municipalities and other government entities. A member of the GFOA Special Review Committee, she is very knowledgeable of the CAFR requirements for the GFOA

Award for Excellence. Her clients include the Texans Can! charter school, Bucker International, CCCS of Greater Dallas, and numerous Texas public school districts. Professional Experience

▪▪ Eleven years of experience in public accounting ▪▪ Practice emphasis in accounting and auditing for governmental and nonprofit entities, including

charter schools, public school districts, foundations, municipalities and other agencies ▪▪ Manages the annual financial audit for three agencies with net position exceeding $200 million ▪▪ Prepares the comprehensive annual financial report, A-133 single audit report, state single audit

report, and accountant’s reports on debt coverage ratios for approximately eight entities ▪▪ Experienced with the requirements and procedures associated with component units ▪▪ Supervises and reviews the work of engagement team staff ▪▪ Researches proper accounting for complex transactions and assists clients with implementation of

new accounting standards Related Client Experience

▪▪ Texans Can Academy ▪▪ Rockwall Independent School District ▪▪ Consumer Credit Counseling Service of

Greater Dallas

▪▪ Circle Ten Council, Boy Scouts ▪▪ Buckner International ▪▪ Irving Independent School District ▪▪ Catholic Charities of Dallas


▪▪ Member, Texas Society of Public Accountants and its Dallas chapter ▪▪ Member, American Institute of Certified Public Accountants ▪▪ Member, Government Finance Officers Association ▪▪ Member, Special Review Committee of the Government Finance Officers Association (GFOA) ▪▪ Member, Greater Irving–Las Colinas Chamber of Commerce ▪▪ Member, Women in Public Finance ▪▪ Dallas representative, Women of Weaver ▪▪ Auditor of the Year at Weaver

Presentations and Publications

▪▪ Speaker, Advanced Government Training, “GASB and Yellow Book Update” and “CAFR Preparation,” August 2013

▪▪ Speaker, 20:20 Audit Training, “New In-charge Training,” June 2013 Education and Certifications

▪▪ Certified Public Accountant, Texas ▪▪ Bachelor of Business Administration, Accounting, Texas State University

Team Biographies


Naomi Porter, CPA, CVA Senior Manager, Audit Services Office: 972.448.9244 | Cell: 214.395.1475 | [email protected] Summary: Naomi Porter is both a CPA and a Certified Valuation Analyst with more than 14 years of experience in public accounting with a practice emphasis in accounting and auditing for a wide array nonprofit entities including foundations, social service agencies,

private schools, religious institutions, and colleges and universities. Her experience includes auditing and verifying valuation of alternative investments, especially for foundations, endowments, religious organizations and higher educations. She has experience managing several large audits, including those with investments of more than $450 million. Professional Experience

▪ More than 14 years of experience in public accounting with a diverse clientele consisting of service, insurance, manufacturing, real estate, construction and nonprofit organizations

▪ Experienced in understanding, evaluating and auditing internal controls and financial results ▪ Experience with Statutory Accounting Principles of property and casualty insurance companies ▪ Experienced in applying Generally Accepted Accounting Principles and evaluating other-than-

temporary impairment of investments ▪ Knowledgeable about valuations methodologies for privately held companies and assets not traded

in the public market Related Client Experience

▪▪ Circle Ten Boy Scout Foundation ▪▪ Circle Ten Council ▪▪ Congregation Shearith Israel ▪▪ Congregation Shearith Israel Foundation,

Inc. ▪▪ Dallas Baptist University ▪▪ Dallas County Association for the Blind Trust

Fund

▪▪ Dallas Lighthouse for the Blind ▪▪ Jesuit College Preparatory

School of Dallas Foundation ▪▪ Senior Citizens of Greater Dallas ▪▪ Temple Emanu-El Congregation ▪▪ Temple Emanu-El Foundation ▪▪ Temple Shalom


▪ Member, Dallas Chapter of the Texas Society of Certified Public Accountants ▪ Member, American Institute of Certified Public Accountants ▪ Member, National Association of Certified Valuation Analysts ▪ Member, The Real Estate Council ▪ Member, Dallas Chapter of the American Society of Women Accountants ▪ Member, Women’s Finance Exchange ▪ Member, Young Professionals of the Dallas Chamber ▪ Member, Aggies for Dallas


▪ Certified Public Accountant, Texas ▪ Certified Valuation Analyst ▪ Master of Science, Finance, Texas A&M University ▪ Bachelor of Business Administration, Accounting, Texas A&M University

Team Biographies


Heidi Dolan, CPA Senior Manager, Tax and Strategic Business Services Office: 972.448.6997 | [email protected] Summary: Heidi Dolan, CPA, has 16 years of accounting experience, including 14 years in public accounting, with a practice concentration in preparation of tax returns for not-for-profit, individual, partnership and corporate entities. She consults with nonprofit entities,

individuals and businesses on compliance responsibilities and has helped several organizations implement a tax fixed asset system. She also has extensive experience with IRS research and correspondence. Professional Experience

▪▪ Sixteen years of experience in public accounting ▪▪ Practice emphasis in taxation for governmental and nonprofit entities, including charter schools,

public school districts, foundations, municipalities and other agencies ▪▪ She consults with nonprofit entities, individuals and businesses on compliance responsibilities and has

helped several organizations implement a tax fixed asset system. ▪▪ Extensive experience with IRS research and correspondence.

Related Client Experience

▪▪ Dallas Baptist University ▪▪ Girl Scouts of Northeast Texas ▪▪ Senior Citizens of Greater Dallas ▪▪ Jesuit College Preparatory School of Dallas

Foundation, Inc.

▪▪ Dallas Lighthouse for the Blind, Inc. ▪▪ YWCA of Metropolitan Dallas ▪▪ Catholic Charities of Fort Worth ▪▪ Circle Ten Boy Scout Foundation ▪▪ Circle Ten Council


▪ Member, Dallas Chapter of the Texas Society of Certified Public Accountants (TSCPA) ▪ Member, American Institute of Certified Public Accountants (AICPA) ▪ First Vice President, Real Estate Financial Executives Association (REFEA)


▪▪ Certified Public Accountant, Texas ▪▪ Bachelor of Business Administration, Accounting, University of New Mexico ▪▪ Currently meets continuing professional education required by the Texas State Board of Public

Accountancy

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