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Help with the New 990 Available Online
The IRS wants every tax-exempt organization to get the information they need to file completely, accurately, and on-time. To help with the transition, the IRS created tools and resources that are available at www.IRS.gov/charities and www.stayexempt.org




















FMA is a member of the Not-for-Profit Services Association (NSA), a nationwide association of CPA firms that provide specialized accounting, tax, and consulting services to government and nonprofit organizations.





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Important FMA News and Publications

Download and read more about The Wallace Report and Annual Fiscal Survey
Resource Center: Publications Section

 The FMA Wallace Report is mentioned in a recent GAO report.
Please click here to read more about it.


The FMA Midwest Chicago Office
Click here to learn about the Chicago Office.
Find out about:
FMA's Financial Advisory Services


The IRS Form 990
Sample Policies
Looking for examples of the Whistle Blower, Retention, or Conflict of Interest Policies?
Resource Center:Tools section.


Take Your Accounting Software to the Next Level!

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With offices in New York City and Chicago, Fiscal Management Associates (FMA) offers a range of fiscal management, accounting, organizational, and technology consulting services customized to the specific needs of each of our clients in the nonprofit sector.

To learn more about our services, please click here. To read more about our clients, what people are saying about us, and our funding partners, please click here.




Accessing Working Capital


In the Summer of 2010, FMA hosted the Speakers' Series, Accessing Working Capital, at the Chicago Cultural Center. Over 100 nonprofit executives attended the event, which focused on the best practices of building reserves, conversations with board members about accessing reserves, and the changing role of bankers and lines of credit. The panelists for the speakers’ series included Harry Wells, CEO from Chicago Youth Center, Denis Hurley, CFO from Metropolitan Family Services, David Crossett, a Board Member at Gads Hill Center, and Clare Golla from Shore Bank.

To read more about the event or download the event materials click here.


Leadership Through Innovation:
Business Solutions that Strengthen Nonprofits



In the Spring of 2010, FMA and ERE hosted an annual event for clients and close associates. This year's event featured keynote, Linda Gibbs, Deputy Mayor of Health & Human Services of NYC.

After Deputy Mayor Linda Gibbs shared the City’s view of innovation and its potential impact on the nonprofit sector, Gretchen Dykstra moderated a panel of speakers who represented a diverse perspective on innovative leadership – from a successful Executive Director who leads through innovation at his nonprofit, to an author who has published books on what works and doesn’t when it comes to innovation.

To read more about the event or download the event materials click here.



FMA and ERE Nonprofit Survey Report: Maximizing Nonprofit Resources in a Challenging Economy



FMA and our affiliated public accounting firm, ERE LLP, are proud to present our second annual survey of nonprofit fiscal operations and guide to best practices. The report, based on a survey of nearly 290 nonprofit organizations throughout the New York metropolitan area, serves as a guide to help nonprofits understand critical decisions around fiscal infrastructure and governance, and for their stakeholders to gain a broader understanding of the needs within the sector.

In addition to the survey statistics, the report also includes analysis, tips, examples, advice by FMA and ERE on best practices in nonprofit financial management.

To read more or download the report click here.






"We have been fortunate to work with FMA for close to a year. Their expert guidance has helped us through the unprecedented merger of 7 councils and the difficult task of standing up our financial function...They are a top notch team dedicated to supporting our Mission by building a strong operational infrastructure, processes and systems. We value them as a trusted partner."

- Maria Wynne, CEO, Girl Scouts of Greater Chicago & Northwest Indiana




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