⊕ SERVICES
Three Services.
One Area
of Expertise.
Each service Stannex offers is scoped around a specific compliance need for tax-exempt organizations. No broad generalist work — only the filings and analyses nonprofits actually require.
A focused scope, applied thoroughly
Nonprofit tax work requires precision rather than breadth. Organizations operating under tax-exempt status face specific filing requirements, distinct rules around unrelated income, and a separate application pathway for new entities seeking recognition. Stannex operates exclusively within these areas.
Each of the three services below corresponds to a defined compliance task. The scope is described plainly, the pricing is stated upfront, and the work is carried out with the same attention to detail regardless of organization size.
Nonprofit Tax Return
Preparation
Preparation of annual information returns and related filings for tax-exempt organizations. Covers all required schedules, functional expense allocations, and governance disclosures. The process includes a thorough review of the year's financial activity to ensure that all reporting categories are accurately represented.
Suitable for charitable organizations, foundations, and social welfare entities that need their compliance filings handled with care and consistency.
INVESTMENT
$1,100
USD · per filing cycle
⊕ WHAT'S INCLUDED
- Preparation of Form 990 or applicable variant
- All required supplemental schedules
- Functional expense statement and allocation review
- Governance section and policy disclosures
- Review call prior to filing submission
INVESTMENT
$1,500
USD · per application
⊕ WHAT'S INCLUDED
- Multi-year budget projections in required format
- Financial narrative preparation and review
- Supporting financial document organization
- Coordination with legal counsel on financial components
- Consistency check across all submitted materials
Tax-Exempt Status
Application Support
Financial documentation and record preparation supporting applications for tax-exempt status recognition. Covers budget projections, financial narrative preparation, and organization of supporting documents in the format required by taxing authorities.
Works alongside legal counsel to ensure the financial components of the application are complete and internally consistent — addressing the accounting side so legal representatives can focus on statutory requirements.
Unrelated Business
Income Analysis
Review of a nonprofit's revenue streams to identify and properly account for activities that may generate unrelated business income. Covers revenue categorization, expense allocation to taxable activities, and preparation of any required filings.
Helps organizations understand their tax obligations and manage taxable activities appropriately within their exempt framework — providing clarity where the rules tend to be less straightforward.
INVESTMENT
$700
USD · per analysis cycle
⊕ WHAT'S INCLUDED
- Review of all revenue streams for UBI classification
- Direct expense allocation to taxable activities
- Preparation of Form 990-T if filing is required
- Written summary of findings and obligations
- Guidance on managing taxable activity going forward
Pricing at a glance
All pricing is stated upfront. The figures below reflect the standard investment for each service and do not change based on organization size, unless scope differs materially from what is described. Any adjustments are discussed and agreed upon before work begins.
⊕ 01
Tax Return Preparation
Annual information returns and related schedules for exempt organizations.
$1,100
USD · per filing
⊕ 02
Exemption Status Support
Financial documentation for tax-exempt status applications alongside legal counsel.
$1,500
USD · per application
⊕ 03
Income Analysis
Review and classification of unrelated business income within the exempt framework.
$700
USD · per analysis
⊕ THE PROCESS
What to expect when working with Stannex
The process is consistent across all three services. Each engagement starts with a conversation about scope and concludes with a completed deliverable reviewed together. No surprise revisions, no ambiguity about what's included.
01
Initial discussion
A short conversation to understand your organization's situation, which service applies, and whether the standard scope covers your needs.
02
Document collection
You provide the financial records and supporting materials. A clear checklist is shared so you know exactly what's needed before work begins.
03
Preparation and review
The filing, analysis, or documentation is prepared and reviewed internally before it reaches you. Questions are raised directly if anything needs clarification.
04
Delivery and close
The completed work is delivered for your review. A brief walkthrough is available. Any final adjustments are made before the engagement concludes.
Questions about these services
Can more than one service be engaged at the same time?
Do these services cover state filings as well as federal?
What financial records are typically needed to get started?
How is the pricing structured — is payment due upfront?
⊕ GET IN TOUCH
Not sure which service fits
your situation?
A brief conversation is usually enough to clarify. There's no commitment involved in reaching out — just a straightforward discussion about what your organization needs and whether Stannex can help.
START THE CONVERSATION