Financial Services

Community Initiatives provides the following financial services to its fiscally sponsored projects:

  • Federal, state, and local tax and informational returns
  • Receipt of tax-deductible donations and grants
  • Acknowledgment of donations larger than $250, as required by the IRS
  • Payroll tax remittance and filings
  • Monthly financial statements
  • Financial record-keeping
  • Independent audit
  • Check processing, W-9s, 1099s

To communicate with a member of our financial staff, please contact us.

“We looked at several fiscal sponsors before choosing Community Initiatives. In the course of my research, I heard from other projects about how responsive and supportive Community Initiatives staff was to their needs. That has certainly been my experience.”
Laura Valdez FORMER BOARD MEMBER, NUESTRA CASA