Alumni Associations

Imagine what you can do with a...

team of accountants and bookkeepers that will understand your challenges, patiently educate you, allow transparency with your board and membership, and get good financial ratings.


The nonprofit industry has a number of intricate rules and regulations that Alumni Associations are required to follow in order to maintain their tax exempt status. At The W2 Group, we have over 8+ years of experience working with Boards and Executive Directors to promote and protect the interest of their members by providing streamlined back-office accounting support that will provide your organization with the needed internal controls to support governance while also making sure financial information is readily available for decisions making.


Our team of accountants and bookkeepers will work closely with your directors and key staff members to focus on areas that are crucial to Alumni Associations: donor scrutiny, regulatory compliance, funding and investment challenges and strategic planning.

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We Empower Alumni Associations To:

Save time

  • know what’s in your bank account 24/7 and view transactions online
  • perform banking transactions online
  • know when payments clear your account
  • stop calling banks for account balances

Be compliant

  • know your alumni accounting is on the right track
  • know you’re following alumni bylaws and procedures
  • Have external audits pass with limited to no errors

Build trust

  • makes your alumni membership group more comfortable
  • get your yearly alumni budget approved
  • have transparency with your alumni board and membership

Services We Provide Services We Provide Alumni Associations

  • Client Accounting Services
  • Tax Planning and Compliance
  • 990 Preparation
  • Business Advisory and Planning
  • Forensic Advisory
  • Payroll/Insurance Services

What Makes Our Alumni Associations Accounting Services Unique

  • Modern and Efficient Processes
  • Alumni Association Accounting Practices
  • Education and Patience

990 Preparation For Alumni Associations

The IRS Requires most charitable organizations to file a Form 990, Return of Organization Exempt From Income Tax. At the same time, some consider the requirement a burden compliance requirement. It can also be used as a marketing tool to tell the story of the organization. Board Members should see the 990 as a tool to educate donors and market their organizations and programs.


Sophisticated and likely wealthy donors perform due diligence before time or resources to a not-for-profit, whether as a service provider, a grantor, or a board member. With the competition for donors being stiff, organizations should put their best foot forward, ensuring that donors who do look at their 990 can see the organization’s quantitative and qualitative success. In completing your 990, we provide that your organization’s story is told. For pricing info and more information.

Financial Statement Audit Support and Preparation For Alumni Associations

We understand how hard it can be for your organization to prepare for a financial statement audit. It is hard to have a small accounting team or person maintain daily operations and ensure that things are done right to avoid those “pesky” Management letter comments.


Our team of CPAs and experienced Auditors can assist you in this process to ensure you meet your audit goals and ensure your internal control systems are adequately designed and operating effectively. Our team of experienced auditors can work with your Alumni Associations to ensure your organization gets a clean opinion.

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