Year-end for real estate nonprofits isn’t just a bookkeeping chore — it’s governance, compliance, and donor confidence all in one.
If you want clean financials, smooth audits, and stronger funding conversations, these 5 non-negotiables need to be locked in before December 31:
✅ Reconcile every bank + credit card account so your reports are accurate (and defensible).
✅ Separate restricted vs. unrestricted funds to keep grants compliant and reporting clean.
✅ Review property-related income for UBI risk (rentals, parking, signage, events) to avoid surprises at filing.
✅ Validate vendors + prep for 1099s so January doesn’t turn into a scramble.
✅ Confirm board-ready documentation (minutes, approvals, support) because real estate activity must be paper-tight.
Your mission deserves strong financial stewardship — and funders can tell when the back office is buttoned up.
Book a free consultation and we’ll map out your year-end cleanup plan.
#RealEstateNonprofit #NonprofitAccounting #NonprofitFinance #YearEndClose #GrantCompliance #FundAccounting #NonprofitBookkeeping #Form990 #UBI #UnrelatedBusinessIncome #BoardGovernance #FinancialReporting #InternalControls #TaxPlanning #TrustPointeTaxAdvisor
