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Audit Services and 990 Preparation

SAFE, Inc. is seeking proposals from licensed CPAs for a financial and compliance audit for the fiscal year ending June 30, 2024, and preparation of the corporate tax return (990) for the same fiscal year.

Date Posted

November 04, 2024

Supporters of Abuse Free Environments (SAFE), Inc. is seeking proposals from licensed Certified Public Accountants for a financial and compliance audit for the fiscal year ending June 30, 2024, and preparation of the corporate tax return (990) for the same fiscal year.

Key Details:

  • Scope of Work:
    • Perform a financial and compliance audit of SAFE, Inc.
    • Prepare SAFE, Inc.’s 990 tax return.
  • Entity Description: SAFE, Inc. is a nonprofit organization providing domestic and sexual violence services in Ravalli County, Montana. The organization operates on an accrual basis and uses QuickBooks for accounting.
  • Funding Sources: SAFE, Inc. is funded by various federal agencies, including the US Department of Justice, US Department of Housing and Urban Development, and US Department of Health and Human Services, among others.
  • Contract Period: The contract is for one year, with options for two additional one-year periods.
  • Delivery Schedule:
    • Draft audit report due by February 15, 2025.
    • Final audit reports and electronic copy due by March 15, 2025.
  • Proposal Requirements: Proposals should include technical qualifications, pricing information, signed certifications, and the firm’s most recent peer review.
  • Submission Deadline: Proposals must be submitted by 4:30 p.m. on Friday, December 13, 2024.
  • Contact Information: Inquiries and proposals should be directed to Stacey Umhey, Executive Director, at sumhey@safeinthebitterroot.org or 406-363-2793.

For more detailed information, please refer to the full RFP document attached.