Clark Nuber

Foundations

Achieve Your Purpose with Technical Finesse

At Clark Nuber, we’ve partnered with countless foundations to help them achieve their missions with strategic planning and expert guidance. Our team understands the unique challenges that come with managing charitable and investment assets, while navigating the increasing scrutiny from government, media, and stakeholders. We offer top-tier technical expertise that rivals national firms, while remaining personally accessible to our clients for questions and consulting.

We are available to serve you at all stages and levels of development, from the start-up to the dissolution of a foundation. We provide leaders of foundations, who value superior client service and specialized industry expertise, with practical and strategic solutions that help them execute their mission with efficiency. Whether your primary purpose is making grants or direct charitable activities, you have a partner in Clark Nuber that shares your goals.

Specialized Services for You

We offer services to assist your foundation across its operations and for its lifetime. The following is a sample of the areas where we can serve you, whether you are organized as a public charity, private foundation, or a social welfare organization:

Operational Accounting Process and Internal Controls

  • Cash receipts and disbursements
  • Grants management
  • Payroll
  • Financial reporting
  • Budgeting and forecasting

Technology Projects

  • Information technology (IT) security assessments
  • Software functional needs assessments
  • Integration of all financial systems

Risk/Compliance Assessments

  • Self-dealing assessments and reviews of accountable plans (travel and reimbursement policies)
  • Reviews of investments for private foundation tax purposes
  • Tax compliance, including reporting obligations; state and local tax; review of structures; unrelated business income; foreign withholdings; and more.
  • Payroll system set-up and compliance filings
  • Federal grant compliance and Single Audit readiness assessment for foundations receiving government funding
  • Compensation benchmarking

Customized Training

  • Philanthropy strategies
  • Governance and board responsibilities
  • Private foundation operations
  • New accounting guidance

Policy Development, Review and/or Evaluation

  • Finance and accounting policies
  • Comprehensive cash flow and/or budget projections
  • Investment benchmarking of portfolio and/or individual holdings

Bundled Grantmaking Assessment

Foundations have the opportunity to strengthen their infrastructure with a comprehensive assessment provided by Clark Nuber. Our three-in-one service bundle will provide you with a roadmap to improving your accounting software functionality, grant compliance process, and cybersecurity practices.

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Topics Important to You

Cheryl R. Olson

Karen Dunn

Commitment to DEI

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions.

We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support.

Relevant Services

Relevant Services

Audits, Reviews, & Compilations

CFO, Bookkeeping, & Accounting

Charitable Gift Planning

Family Office

International Compliance & Consulting

IRS Audits & Controversies

IT Services

Mergers & Acquisitions

Not-for-Profit Compensation Analysis

Operational Consulting

Personal Financial Planning

Retirement Plan Audits

Software Solutions & Training

State, Local, & Multistate Tax

Tax Compliance & Planning

Wealth Transfer & Estate Planning


Jennifer Mitchell

“I appreciated the collaborative problem-solving Clark Nuber brought to implementing our new Sage Intacct accounting software. They really got to know our organization and suggested creative solutions to meet our specific needs.”

Jennifer Mitchell
Controller, The Ford Family Foundation

Connect with Us

Joe Purvis

Whenever his family opens the closet to pick a board game, you can bet it’ll be Joe who takes on the role of banker in Monopoly and keeps things fair. When he’s not playing party games, Joe can be found flipping through a multitude of novels and making sure his client’s own books are in order.

CPA | Principal

Celia Davis

Celia lives her life from ski to sea. And with a deep love for travel, she’s made it a goal to visit as many of the world’s best beaches as she can.

CPA | Senior Manager

Shareen Corlett

A voracious reader of mystery novels from a very young age, Shareen loves putting her sleuthing skills to work solving her clients’ accounting puzzles.

CPA | Principal

Kelly Rancourt

An avid reader of fantasy novels who completes 1,000-piece puzzles in her spare time, it’s no wonder Kelly’s favorite part of her day includes playing make believe with two of her favorite people—her amazing kids.

CPA | Principal

Amy Hernandez

After serving 10 years in the hospitality industry, Amy shifted careers and picked up her CPA. But she brings with her that same five-star customer service to every audit engagement.

CPA | Principal

Frances A. Olson

While Frances spends a lot of her day consulting compliance books, it’s her own personal cookbook she’s working on when she’s home. A star in the kitchen and in the tax department, Frances is always busy trying out something new.

CPA, MST | Senior Manager

Victoria Kitts

Whether she’s supporting local music, taking life lessons from dystopian films, or assisting the philanthropic world through not-for-profit accounting, Victoria is committed to doing her part and “using her powers for good.”

CPA, CFE | Senior Manager

Cheryl R. Olson

Watching every single film that’s been nominated for Best Picture takes some kind of commitment, and it comes as no surprise to us that Cheryl has that type of commitment – in spades.

CPA, CGMA | Director, Solutions Strategist

Sarah Wine

A dual citizen of the UK and the US, a James Bond aficionada, and an admirer of many-a-British soap opera; we feel pretty darn lucky that Sarah calls the US, and Clark Nuber, home.

CPA | Shareholder

Diane Shey

Diane helps organizations get the most out of their accounting, purchasing, and fundraising software.

CPA | Senior Manager

Jennifer Becker Harris

Foundations and not-for-profits might be exempt from taxation, but they’re not exempt from complexity: anything but.

CPA, MST | Shareholder

Candi Avery

This home-grown gal has spent her entire career at Clark Nuber and enjoyed every minute of it, working with "the most talented and knowledgeable not-for-profit accounting and tax experts in the Pacific Northwest."

CPA, CGMA | Shareholder

Karen Dunn

To boldly go beyond clients’ tax issues, look at their operations holistically, and help them achieve their exempt purposes…that’s Karen’s lifelong mission.

JD LLM | Senior Manager

Lisa McCreedy

With Lisa’s long history of involvement in both the tax and dance professions, it’s safe to say her accounting recommendations are always en pointe!

CPA | Senior Manager