Nonprofit CPA services for trade associations & membership organizations.

Dues revenue that reconciles cleanly. Board reporting that withstands scrutiny.

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18+

years of nonprofit-exclusive practice

500+

nonprofit clients served

60+

nonprofit professionals

95%+

client retention rate

Dues revenue, disclosure
& governance.

Trade associations carry financial mechanics distinct from most nonprofits. Dues revenue follows a membership cycle, not a grant cycle, and recognizing it correctly under GAAP means tracking renewal timing, multi-year commitments, and non-refundable portions. Add Form 990 lobbying-disclosure requirements, and standard nonprofit accounting no longer applies.

Association boards expect financial visibility between meetings, not a report assembled the week before. When dues recognition is consistent and disclosure is handled proactively, the board sees confidence rather than corrections. Han Group builds the infrastructure that keeps that standard in place.

Audit. Accounting. Tax.

Audit & assurance.

Financial statements that withstand the scrutiny of members, boards, and regulatory reviewers.

Audit & Assurance Services

Client accounting & advisory services (CAAS).

Decision-ready financials built around your dues cycle and governance calendar.

Client Accounting & Advisory Services

Tax services.

501(c)(6) compliance that addresses lobbying disclosure, non-dues revenue, and Schedule C with sector-specific precision.

Tax Services

Calibrated to 501(c)(6) requirements.

Trade association accounting is its own discipline. The revenue-recognition, disclosure, and tax requirements 501(c)(6) organizations face differ meaningfully from those governing 501(c)(3) charities.

Dues revenue recognition.

GAAP-compliant recognition aligned to your membership cycle, renewal timing, and multi-year commitments.

Lobbying disclosure & Schedule C.

Form 990 Schedule C preparation and state filing support that keeps advocacy activity properly documented.

Board-ready financial reporting.

Financial packages timed to your governance cadence, delivered before meetings rather than assembled for them.

501(c)(6) tax compliance.

Returns that account for unrelated business income from sponsorships, advertising, and non-dues revenue sources.

Internal controls.

Frameworks calibrated to membership-organization structures, including chapter and affiliate reporting where applicable..

From dues-cycle mapping to ongoing partnership.

01

Dues revenue recognition.

We document your membership cycle, renewal timing, and any multi-year or installment dues structures before touching the chart of accounts.

02

Chart-of-accounts alignment.

We build your accounts around the functional expense categories association reporting actually requires.

03

Board reporting cadence setup.

We build your accounts around the functional expense categories association reporting actually requires.

04

Lobbying disclosure review.

We assess your current Schedule C posture and correct any gaps before the next filing cycle.

05

Ongoing partnership.

A dedicated team stays with your association through the full membership cycle.

Eighteen years in association accounting.

We already know how trade associations operate. Eighteen years of working exclusively with nonprofits built that knowledge: dues-cycle timing, lobbying disclosure requirements, 501(c)(6) governance expectations. Hundreds of clients in a single sector produced it, and every new engagement starts from it.

Your association’s next conversation.

Your association’s financial complexity deserves a partner who already operates in the 501(c)(6) landscape. If that conversation is overdue, a partner is available.

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Who we work with.

Han Group works exclusively with nonprofits. Every engagement we take on deepens the sector knowledge that benefits every client we serve.

Foundations.

Private and family foundations navigating excise tax, self-dealing rules, and minimum distribution requirements

Foundations

Healthcare nonprofits.

Community health centers, voluntary hospitals, and health-focused charities managing grant, reimbursement, and program-based reporting.

Healthcare Nonprofits

Higher education.

Universities and colleges carrying endowment complexity and federal financial aid compliance.

Higher Education

National nonprofits.

Major charities managing multi-program operations, functional expense allocation, and rating-agency scrutiny.

National Nonprofits

The Nonprofit
Leadership Exchange.

Nonprofit leaders learn most from each other. The Exchange is Han Group’s forum for that: webinars, peer roundtables, and board governance education for executive directors, senior staff, and board members.

Join the Nonprofit Leadership Exchange

The latest from Han Group.

Published perspective and upcoming programming for nonprofit finance leaders.

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Our offices.

Han Group serves nonprofits nationwide. Four offices anchor our practice: Washington DC, McLean VA, Stafford VA, and New York NY.

Washington, D.C.

1020 19th Street NW, Suite 800

View Our Washington D.C. Office

McLean, VA.

1750 Tysons Blvd, Suite 1500

View Our McLean Office

New York, NY.

One Liberty Plaza, 165 Broadway, 23rd Floor

View Our New York Office

Stafford, VA.

800 Corporate Drive, 3rd Floor

Your association deserves a financial partner.

Start with your dues structure, your chapter arrangement, and the reporting your board expects. A partner will scope the engagement from there.

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Frequently asked questions.

Nonprofit financial management varies significantly by organization type, funding model, and activities. Public charities, associations, foundations, and other tax-exempt organizations each face distinct accounting, tax, reporting, and compliance considerations. These can range from contribution and grant accounting to membership dues, lobbying activities, federal awards, governance, and Form 990 reporting, none of which a generalist accounting approach fully addresses.

A 501(c)(6) organization’s primary revenue is dues rather than donations or grants, and it can engage in lobbying activity that a 501(c)(3) cannot without risking its exempt status, both of which change how revenue is recognized and how the Form 990 is completed.

Trade associations file Form 990 with attention to lobbying disclosure under Schedule C, and must evaluate unrelated business income from non-dues revenue sources such as advertising, sponsorships, or trade show income.

Lobbying expenditures must be disclosed on Schedule C, and associations that engage member dues in lobbying activity may need to notify members of the non-deductible portion of their dues under IRC Section 6033(e).

Dues revenue, event revenue, and sponsorship income often flow through more entry points than a typical charity’s donation stream, and weak controls around any one of them create both financial and reputational risk with the membership base.