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Nonprofit

In an environment characterized by increased stakeholder demands, heightened public scrutiny and enhanced performance expectations, Marks Paneth helps nonprofit organizations meet their requirements by ensuring that their accounting information is accurate, complete and transparent; that their financial reporting complies with all relevant requirements; and that they’re audit-ready.

Proudly serving 20% of New York’s largest charities – as ranked by Crain’s New York Business, Marks Paneth’s audit, tax and advisory professionals understand the needs of our nonprofit clients.

Our professionals are actively involved in the nonprofit sectors – frequently speaking at industry events, publishing industry-relevant content, participating on standard-setting bodies and serving on organizations’ boards of directors.

To view the members of our team, click here

AREAS OF SPECIALIZATION INCLUDE:

  • Financial Statement Audits
  • Single Audits
  • Yellow Book Audits
  • HUD Audits
  • LIHTC Project Audits
  • Pension/ Employee Benefit Audits
  • Agreed-Upon Procedures
  • Form 990 & 990PF Preparation and Consulting
  • Assistance with Third-Party Audits
  • Internal Controls and Compliance
  • Process Improvment
  • Organizational Development
  • Technology Consulting
  • Strategic Consulting and Governance
  • Board Development and Training

CLIENTS INCLUDE:

  • Academic, Research, Public Policy and Advocacy
  • Development and Financing Organizations
  • Health and Human Service and Community Assistance
  • International
  • Low-Income Tax Credit Clients
  • Performing and Cultural Arts
  • Professional Membership/ Trade Associations
  • International Organizations

Group Leaders

Michael McNee
Partner-in-Charge, Attest Services, Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group


Michael McNee, CPA, is the Partner-in-Charge of Attest Services as well as the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. He is also a member of the firm’s Executive and Management Committees.

In these roles, Mr. McNee is responsible for overseeing the execution of the firm’s audit and attest services and directing the operations of the Nonprofit and Government Group. He develops strategy, sets policy and acquires and develops talent. In addition to his managerial duties, Mr. McNee maintains client responsibilities and frequently represents the firm in presenting to boards of directors. He advises his clients on all facets of accounting and tax issues. He serves a wide variety of nonprofit entities, including third-party government-funded organizations, as well as those that are contribution-based.


Hope Goldstein
Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group


Hope Goldstein, CPA, is the Co-Partner-in-Charge of the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. Ms. Goldstein brings to her role the skills she has developed during more than 20 years of providing accounting and auditing services to her clients in the nonprofit, higher education and public sector industries. Her experience includes audit and attest engagements as well as projects involving mergers, initial bond offerings, governance structures, forecasts, internal control and systems studies, risk assessments and assurance activities. She has led numerous training seminars for her clients and professional staff on various topics relating to new accounting standards, governance, compliance and financial reporting.

Ms. Goldstein is a member of the firm's Partner Leadership Committee and leads the firm's Women's Initiative. Prior to joining Marks Paneth, Ms. Goldstein was a director with Deloitte & Touche LLP, where she focused on accounting and auditing for many of their largest clients, including public charities, private foundations, colleges and universities, social services and membership organizations, and cultural institutions. Among the projects she has directed are mergers among not-for-profits, bond offerings, forecasting services, internal control and systems studies, operational reviews and governance studies.