Not-For-Profit
Rea’s not-for-profit practice has served a wide variety of not-for-profit organizations, foundations, and trade associations across Ohio, with a dedicated team of experienced professionals who specialize in your industry.
Years Serving Ohio Organizations
Professionals In Your Industry
Offices Across Ohio and Florida
Serving the Full Spectrum of Not-for-Profit Organizations
Not-for-profit organizations don’t all operate the same way. The compliance obligations of a federally qualified health center are different from those of a trade association. A church’s fund accounting needs are different from a private club’s UBIT exposure. Rea’s practice serves organizations across all of these structures with dedicated teams that specialize in each.
Churches & Faith-Based Organizations
Fund accounting, outsourced bookkeeping, internal control reviews, tax compliance, and audit services for churches, multi-campus ministries, faith-based schools, and religious nonprofits across Ohio.
Federally Qualified Health Centers
Single audits under Uniform Guidance, 340B program compliance, Medicare/Medicaid cost reporting, and employee benefit plan audits for community health centers.
Membership Organizations
Audit, ASC 958 revenue recognition, UBIT analysis, and 990 preparation for YMCAs, civic organizations, recreational nonprofits, and community-based membership organizations.
Trade Associations
Audit, lobbying compliance, dues deductibility calculations, multi-entity tax coordination, and board-ready financial reporting for 501(c)(6) organizations at the local, state, and national level.
Social & Private Clubs
501(c)(7) compliance, UBIT tracking, outsourced accounting in club-specific platforms, Form 990 preparation, and membership analytics for golf clubs, yacht clubs, country clubs, and private member organizations.
Other Not-for-Profit Organizations
If your organization doesn’t fit neatly into one of these categories — or you’re managing a complex structure across multiple entities — talk to our not-for-profit team directly.
Core Services Built Around Your Needs
Rea’s not-for-profit practice covers the full range of financial, compliance, and operational needs that exempt organizations face coordinated across disciplines so clients aren’t managing multiple firms for adjacent problems.
Financial Foundation
- Audits, reviews, and compilations
- Enhanced financial reporting
- Internal control review & structuring
- Strategic tax preparation and planning
- Net asset classification guidance
- Revenue recognition compliance (ASC 958)
- Form 990 preparation (all variants)
- Single audits under Uniform Guidance
Operational Excellence
- Accounting & bookkeeping
- Outsourced controller & CFO support
- Internal financial reporting & data analytics
- Budgeting & forecasting
- Investment policy development
- Board & finance committee presentations
- Retirement plan consulting & audits
Additional Support Services
- Payroll services
- Managed IT services
- Cybersecurity risk assessment
- IT controls review
- Incident response planning
- Data dashboards & reporting tools
- Board education & governance resources
Our Not-for-Profit Industry Leaders
Rea’s not-for-profit team is led by professionals who specialize exclusively in this sector. They understand the compliance frameworks, the governance expectations, and the year-round rhythms that make not-for-profit accounting different from everything else.
Adam Schultz, CPA
Principal, Not-For-Profit Industry Leader
Adam has over 14 years of experience in assurance and financial reporting for nonprofit and government-funded organizations, with deep expertise in single audits under OMB Uniform Guidance. As Rea’s Not-For-Profit Industry Leader, he oversees the firm’s FQHC practice.
Brent Ardit, CPA
Principal
Brent has spent nearly 20 years at Rea working with trade associations and membership organizations. He leads audit engagements at the local, statewide, and national level and presents results directly to finance committees, audit committees, and full boards. His longest client relationships in this space span more than a decade.
Ben Antonelli, CPA
Principal
Ben has specialized in assurance services for nonprofit and government-funded organizations since 2004, with extensive experience working directly with FQHCs on financial statement audits, single audits under Uniform Guidance, and employee benefit plan audits.
A.J. Knapp, CMA, CPA
Principal │ Wooster, Ohio
AJ leads Rea’s work with churches and faith-based organizations across Ohio, helping finance committees strengthen internal controls, track restricted funds accurately, and prepare for audits and agreed-upon procedures engagements. He brings both technical expertise and a genuine understanding of how faith-based organizations operate.
Melissa Dunkle
Principal
Melissa is a Principal at Rea, specializing in federal taxation for our not-for-profit clients. A licensed CPA, she holds a BSBA in Accounting with a Finance minor. Based in the Dublin office, Melissa serves as an active member of both the Ohio Society of CPAs and AICPA.
Testimonials from Not-for-Profit Clients
Our team brings direct experience working with a variety of FQHCs and similar not-for-profit healthcare organizations.
WHAT OUR CLIENTS ARE SAYING
“Working with Rea Advisory has been a pleasure! Perhaps these are not words typically associated with financial audits, but the team at Rea makes the process clear. This is particularly evident in their excellent management of client expectations, the adherence to the engagement project timeline, and through effective communication.”
– Steve Clifton, Lifewise
WHAT OUR CLIENTS ARE SAYING
“I’ve worked with Rea for the last seven years as CFO at The City Mission. I’ve been pleased with both their professionalism and congeniality while carrying out our annual audits, but that’s only a part of the value they bring to our relationship. The Rea team has helped us to properly navigate some complex transactions while also offering strategic advice related to the organization and affiliated entities. They deliver excellent, responsive service and have earned my trust.”
– Linda Uveges, Chief Executive Officer, The City Mission
WHAT OUR CLIENTS ARE SAYING
“I’ve worked with Rea for the last seven years as CFO at The City Mission. I’ve been pleased with both their professionalism and congeniality while carrying out our annual audits, but that’s only a part of the value they bring to our relationship. The Rea team has helped us to properly navigate some complex transactions while also offering strategic advice related to the organization and affiliated entities. They deliver excellent, responsive service and have earned my trust.”
– John Jelenic, Chief Financial Officer, The City Mission
WHAT OUR CLIENTS ARE SAYING
“We have been working with The REA team for almost 10 years now. Our partnership with their team has only grown stronger over the years. Given the volatility in financial services over that same time period, that longevity speaks volumes! Their commitment to Christian-valued organizations like Cornerstone of Hope is carried out by their dedicated staff who serve our account. They are kind, efficient, and provide clear communication.”
– Mark Tripodi, CEO and Founder, Cornerstone of Hope
WHAT OUR CLIENTS ARE SAYING
“Since 2021, we have trusted REA to review our internal controls and handle our financial statements (compilations and audits). Their team is professional, responsive, and provides clear, practical guidance that has strengthened our processes. Communication was consistent and timely, and they did an excellent job explaining technical matters in a way that was easy for our team to understand. We highly recommend them as a reliable and knowledgeable accounting partner.”
— Lisa Nichols, Business Administrator, Cornerstone Global Methodist Church of Marysville, Ohio
WHAT OUR CLIENTS ARE SAYING
“As a new GM navigating my first audit with the club, I couldn’t have asked for a better partner. The Rea team was easy to work with, detail-oriented, and took the time to walk me through everything clearly. Their follow-up was prompt, and their depth of knowledge gave me real confidence in the process.”
– Autumn Keller, General Manager, Cleveland Racquet Club
WHAT OUR CLIENTS ARE SAYING
“Working with Rea Business Advisors has been an outstanding experience for our nonprofit organization. From the beginning, their team demonstrated a deep understanding of the unique financial and compliance needs that nonprofits face. They’ve helped us stay organized, transparent, and fully aligned with reporting requirements, giving us confidence in every aspect of our financial operations.
What stands out most is their responsiveness and willingness to explain complex concepts in a clear, practical way. Whether it’s budgeting, audits, or day-to-day accounting support, they approach everything with professionalism and a genuine commitment to our mission.
Because of their guidance, we’ve been able to focus more on serving our community and less on navigating financial complexities. I would highly recommend them to any nonprofit looking for a reliable, knowledgeable, and mission-minded accounting partner.“
– Youth for Christ – Cleveland
Trusted by Not-for-Profit Organizations Across Ohio
Rea serves not-for-profit organizations from 15 offices across Ohio and Florida — from Columbus and Cleveland to Wooster, Medina, Zanesville, and Cambridge.
Other Ways Rea Can Help
Audit & Assurance Services
Independent audits, reviews, and compilations for organizations with complex governance and reporting requirements.
Accounting & CFO Services
We offer a connected suite of services that unlock improved financial insights, from managing day-to-day accounting tasks to long-term strategic financial leadership.
Data Services
Dashboards and reporting tools that give your board and finance committee a clearer picture of organizational health and program performance.
From Our Experts
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