Calibre CPA Group PLLC

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[+] Licensing/Royalty Audit

[+] Payroll (Employer) Compliance

[+] Sarbanes-Oxley

[+] Tax Preparation and Planning

Related Industry Links

[+]	AICPA Employee Benefit Plan Quality Center (EBPAQC)

[+]	American Institute of Certified Public Accountants (AICPA)

[+]	Greater Washington Society of CPAs (GWSCPA)

[+]	Illinois CPA Society (ICPAS)

[+]	International Foundation of Employee Benefit Plan (IFEBP)

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Consulting Case Histories

In instances where we have not violated any independence issues, Calibre CPA Group offered a variety of consulting services. Following, we provide brief synopses of some recent consulting engagements:

CASE HISTORY 1
Industry: Association
Calibre CPA Group performed a governance analysis of the Association’s operations and operating structure utilizing the major principles of the Sarbanes-Oxley Act of 2002 and a Panel on the Nonprofit Sector report to assist management in implementing the recommendations promulgated by these rulings. As a result of our engagement, the Association implemented several recommendations which improved their governance and internal controls. In 2006, we were again engaged by the Association to conduct a licensing royalty audit of a licensee to ascertain proper remittal of royalties. This project is presently underway.

CASE HISTORY 2
Industry: Labor Union
Calibre CPA Group developed five-year financial forecasts and projections to help management determine the effects of proposed increases in per capita tax rates and to help determine the feasibility of implementing a new, comprehensive organizing campaign over the same time period. Based on our analysis, the Labor Union’s membership overwhelmingly approved management’s requested increase in per capita tax rates and also approved the hiring of 100 additional organizers and the launch of a new, North American organizing campaign.

CASE HISTORY 3
Industry: International Charitable Organization
Our firm’s professionals have been called upon multiple times to perform audits of the Charity’s third-party service providers. These service providers have consisted of security, food service, publications distribution, property management and hotel operations companies. As a result of these projects, the Charity reduced the overall risk inherent in its publications program by restructuring the arrangement with its third party service provider and improved the quality and reduced the cost of its food service operations by entering into an agreement with a new food services contractor.

CASE HISTORY 4
Industry: Social Welfare Organization
Our firm’s professionals were called upon to analyze the Organization’s direct mail marketing activities and recommend changes in the method and format of all direct mail items, resulting in a significant reclassification of related costs from fundraising to program service activities. This substantially improved the ratio of fundraising costs to contributions raised.

CASE HISTORY 5
Industry: Foundation
Our firm is presently in the process of performing an extensive grant compliance review of a sample of the Foundation’s grantees. Project scope entails reviewing for grant compliance and evaluating internal controls and financial position of grantees to assist the Foundation in determining if future funding is prudent.

CASE HISTORY 6
Industry: Association
We analyzed the Association’s lifetime dues structure and developed forecasts utilizing cost data and actuarial valuation techniques for purposes of establishing a varying lifetime dues rate structure. This methodology provides for both lump sum and installment payment arrangements at various entry ages for the Association’s members. Based on our analyses, the Association has one of the most successful lifetime dues program of any similarly-sized membership organization, with over 25% of its members selecting the lifetime option, helping to build an investment portfolio exceeding $25 million. Our professionals also performed a due diligence review to assist the Association in analyzing the effects of a proposed merger with another, larger not-for-profit organization. Membership is using the results of our review to help determine whether to proceed with the proposed merger (decision pending).

To learn more about our consulting solutions, contact us or call 1.866.464.2839

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