Audit, Tax, and Advisory Services for Membership Organizations

Your members expect the organization to run well. That starts with financials you can stand behind and a finance partner who already understands how you’re built: from your revenue model to your governance structure and the reporting obligations that come with tax-exempt status.

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Years Serving Ohio Businesses

Talented Professionals Serving Clients

Offices Across Ohio and Florida

Experience That Relates to You

Rea’s manufacturing team brings public accounting credentials together with direct in-industry experience — as controllers, cost analysts, and operations leaders. They work with clients year-round, not just at filing time.

The Organizations We Serve

We work with membership organizations of every size and structure, from single-entity operations to organizations with chapters, program subsidiaries, and multiple tax filings.

What they share is a finance function that has to satisfy the IRS, the board, grant funders, and the membership itself.

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Membership Organizations

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Civic & Community Organizations

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YMCA & Community Service Organizations

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Recreational & Wellness Organizations

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Professional Associations

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Organization Foundations

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Program Subsidiaries

A Team That Understands How Membership Organizations Work

Our nonprofit and membership organization practice is led by professionals who have spent careers working with these structures. We understand the governance expectations, the reporting demands, and the particular pressure that comes from managing a finance function that serves both a board and a membership base.

Brent Ardit, CPA

Principal │ Dublin, Ohio

Brent has spent nearly 20 years at Rea working with membership organizations. He leads audit engagements for organizations at the local, statewide, and national level and presents results directly to finance committees, audit committees, and full boards. Clients stay with Brent because he already knows how their organization works before the first meeting of the year.

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Adam Schultz, CPA

Principal, Not-For-Profit Industry Leader │ Avon, Ohio

Adam leads Rea’s Not-For-Profit practice with over 15 years of experience in assurance and financial reporting for exempt organizations. He brings senior oversight to every engagement in this space—audit methodology, ASC 958 compliance, functional expense allocation, and the reporting standards that matter most to boards, funders, and regulators.

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How We Work with Membership Organizations

Audit and Assurance Services

The audit is one fixed point in a year-round relationship. We work around your board calendar, your committee schedule, and your filing deadlines so that when the annual audit is done, the results are ready to present and the organization is prepared for what comes next.

Revenue Recognition Across Multiple Streams

Membership dues, program fees, grants, events, sponsorships, investment income; each carries its own recognition standard under ASC 958. We make sure your financials reflect how the organization actually generates revenue and that the board sees an accurate picture of financial health.

Board and Committee Presentations

We present financial results directly to your finance committee, audit committee, and full board. That means management walks into the room with a partner; not a deliverable they have to explain on their own. We know your numbers and we know how to communicate them to a governance audience.

990 Preparation That Reflects How You Actually Operate

The Form 990 is public and tells the story of how the organization uses its resources. We prepare it with the rigor it deserves: focusing on driving a program narrative that gives the form real meaning.

UBIT Analysis and Tax Planning

Not all membership organization activity is tax-exempt. Unrelated business income needs to be identified, analyzed, and reported correctly. We handle the full tax picture so nothing gets missed.

A Relationship That Grows With the Organization

The organizations that stay with us longest do so because we show up the same way every year: responsive, prepared, and already knowing how the organization works. When you have a question outside of audit season, you get an answer. That’s the standard.

Serving Membership Organizations Across Ohio and Nationally

We serve membership organizations from 15 offices across Ohio and Florida, with the experience and infrastructure to work with organizations operating nationally. Our team understands the tax and compliance environment that Ohio-based membership organizations navigate, including state-level considerations, multi-state filing obligations for organizations with chapters or programs beyond Ohio, and the grant reporting requirements that come with public and private funding.

Whether your organization is headquartered in Columbus, Cleveland, Cincinnati, or anywhere in between, our team delivers the same level of responsiveness and expertise on every engagement.