Moffatt Thomas assists clients in the formation and qualification of entities as private foundations and public charities. We also have extensive experience with nonprofit organizations that do not seek tax exempt status. Our practice handles all facets of our clients' organizational and operational concerns, including:
- Incorporation.
- Employment matters.
- Fundraising.
- A wide range of tax matters such as exemption from ad valorem property taxes, avoidance of unrelated business taxable income, and excess benefit transaction taxes.
In addition, we regularly provide advice to client boards of directors about operations and compliance matters. We are available for corporate administrative assistance, such as:
- The preparation of notices for meetings.
- Drafting and circulating minutes of board and member meetings.
- Filing annual reports with the Idaho Secretary of State.
Our clients include a major regional medical center, educational institutions, churches, endowment foundations, support organizations, and private family foundations.