Exempt organization tax services

Helping tax-exempt organizations navigate unique compliance, structure, and planning challenges.

Who we are

Tax exempt organizations face challenges unlike any other industry. Having a comprehensive tax strategy is key when facing scrutiny from regulators and the public alike. Our dedicated team of specialists within our National Tax Services (NTS) Exempt Organizations practice is ready to assist a variety of tax-exempt organizations including healthcare systems, education institutions, cultural organizations, private foundations, and pension trusts with traversing their unique issues and navigating policy changes.

How PwC can help

Healthcare

Tax-exempt healthcare organizations face many issues such as:

  • Funding reductions resulting from increased pressures on federal and state budgets
  • Ongoing requirements for hospitals post the Affordable Care Act
  • Importance of maintaining tax-exempt status in connection with providing quality healthcare

Considerations for healthcare providers include:

  • Efficiencies and processes in Form 990 and Form 990-T reporting
  • Compliance with section 501(r) requirements
  • Joint venture/unrelated business income activities in a more complex healthcare deals market

Navigating the Form 990 and Form 990-T

Most organizations exempt from income tax must report on Form 990 their exempt and other activities, finances, governance, compliance with certain federal tax filings and requirements, and compensation paid to certain persons. Likewise, they must report on Form 990-T unrelated business taxable income (UBTI) and the resulting tax liability, claim certain refunds, and request credits for certain taxes paid.

For most organizations, both Form 990 and Form 990-T are open to public inspection, meaning that the public optics of the disclosures are as important as filing complete and accurate returns with the Internal Revenue Service. With deep experience in this space, our team can help organizations maximize the impact of their Form 990 and Form 990-T as well as ensure complete and accurate filings with the government.

Contact us

Rob Friz

Rob Friz

Partner, Exempt Organizations, Healthcare and Higher Education Leader, PwC US

Travis Patton

Travis Patton

Partner, NTS Exempt Organization Tax Services, PwC US

Erica McReynolds

Erica McReynolds

Partner, PwC US

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