Pittsburg, PA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
One PPG Place, Suite 1500
Pittsburgh, PA 15222
(412) 566-1212
(412) 594-5619
Directions to Pittsburgh

Harrisburg, PA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
300 Corporate Center Drive, Suite 200
Camp Hill, PA 17011
(717) 234-4121
(717) 232-6802
Directions to Harrisburg

New York, NY

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
250 Park Avenue, Suite 1508, 7th Floor
New York, NY 10171
(212) 739-7910
(212) 739-9607
Directions to New York

Foster City, CA

Tucker Arensberg, P.C.
Tucker Arensberg, P.C.
1098 Foster City Boulevard, Suite 106 #700
Foster City, California 94404
(650)208-2701
Directions to Foster City

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Tucker Arensberg, P.C.Tucker Arensberg, P.C.

Attorneys in Pittsburgh, Harrisburg, New York City

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Non-Profit Organizations

The work done by non-profits and charitable organizations is a vital part of every community.  These organizations face unique challenges as they are formed, and throughout their operation.

The firm helps in the formation of such organizations as non-profit corporations, associations, foundations, trusts or cooperatives, depending upon the specific objectives of the organizers.  This work includes a wide range of legal issues impacting the purpose of the organization, its management and its boards of directors.

The firm assists clients in the creation/formation of 501(c)(3) organizations, and with navigating various legal issues including by-law amendments, board of director disputes, HR/employment issues, real estate issues, tax exemption protections, and litigation.  The firm’s clients in this non-profit sector vary in purpose and size, including economic development organizations, colleges and universities, long-term care and assisted living facilities, charitable trusts, community service organizations, civic leagues, veterans’ associations, professional associations, trade organizations, churches, educational and other charitable organizations.

Services for Non-Profit/Tax-Exempt/Charitable Organizations

  • Corporate Compliance: Maintain corporate records; draft/amend bylaws; documentation of corporate meetings
  • Tax Status Issues: Monitor activities to ensure compliance with required tax exempt purposes
  • Contributions: Provide proper documentation for acknowledgment of donor contributions
  • Scholarship Programs: Provide guidance on establishing and maintaining a scholarship program
  • Investment Compliance: Provide guidance to board on compliance with investment management issues
  • Meetings: If entity is a corporation, attend corporate or trustee meetings in an advisory capacity
  • Trust Maintenance: If entity is a trust, provide guidance on trust maintenance
  • Reporting Requirements: Work with the organization’s accountant in completing annual filing requirements (IRS Form 990) and advance ruling period final reporting
  • Accounting Issues: Work with organization’s accountant regarding financial reporting
  • State Requirements: Provide guidance on state requirements for reporting fundraising activities
  • Private Inurement/Intermediate Sanctions: Provide guidance on avoidance of private inurement which could jeopardize tax-exempt status. Provide guidance on intermediate sanctions, if applicable
  • Federal Tax-Exempt Status: Complete filings for exemption from various state taxes (such as sales tax and real estate tax)
  • State Tax-Exempt Status: Complete filings for exemption from various state taxes (such as sales tax and real estate tax)
  • Donor Estate Planning: Provide guidance and documentation for charitable bequests (including charitable remainder trusts and charitable lead trusts)
  • Financing Transactions: Serve as bond issuers’ and borrowers’ counsel in tax-exempt financing transactions
  • Business Concerns: Provide guidance encountered by other business organizations including contracts, leases, employment and labor issues and zoning and land use
  • Event Release Forms: Draft release forms to be signed by participants in events; general counsel on liability issues
  • Attorney General & Audit Concerns:  Assist in responding to inquiries and audit

Representative Experience

  • Represented a large regional non-profit in securing $2.75M financing, title search and insurance, for the construction of new retail space.
  • Successfully resolved board dispute through litigation regarding a contested election.
  • Represented regional non-profit organization in its disposition and sale of obsolete facilities.
  • Represented a prominent non-profit corporation in its expansion of its operation in downtown Pittsburgh; this included consolidating two separate business operations into a single location and obtaining permits to comply with the City Zoning Ordinance.
  • Formation of several non-profit charitable organizations; this includes preparation of formation documents, preparing bylaws, licensing agreements, and state nonprofit tax eligibility filings.
  • Successfully defended a local non-profit organization before the PA Supreme Court, in an appeal involving disclosure demands for years’ worth of attorney-client privileged communications in connection with derivative litigation.
  • Conducted internal investigations for non-profit and for corporate entities involving employee misconduct.
  • Advised private for-profit and not-for-profit entities on corporate governance matters, including the role and responsibilities of directors & officers.
  • Advised nonprofit and charitable organizations in applying for and maintaining tax-exempt status.
  • Counseled numerous non-profit entities in structuring, interpreting and adhering to their endowment restrictions, establishing and monitoring investment parameters, unitrust conversions and cy pres matters.

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Non-Profit Organizations

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News + Insights

  • Irving Firman Featured in 20 People to Know in the Law

    NewsJune 2, 2021

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