INDUSTRIES

Nonprofits

Tomorrow depends on your commitment of doing social good: improving lives, strengthening our communities, creating significant impact with limited resources. No matter how you define the future, one thing is clear: in order for you to achieve your mission, all matters related to your financials, operations, and compliance need to be handled with precision.

We believe that vision and mission — as well as passionate individuals — are at the heart of any nonprofit. All that said, in order to do your work now and into the future, you need strong financial management, policies, and procedures. Sansiveri has a team of experts with deep market experience who are ready to help. Together, we can unleash your potential with a plan of action that will lead to sustainability, so that together, we can continue making an impact.

Our Nonprofit Specialty Group helps organizations achieve stability and uncover possibilities when it comes to financial and organizational matters. We apply our deep insight to develop sustainable solutions to maintain healthy financial practices. Additionally, we develop strategic approaches so that nonprofits can make the most out of limited resources.

On Top of Emerging Issues

We closely monitor changes to the accounting and tax reporting requirements impacting nonprofits.

Compliance is Critical

We customize solutions for you to remain compliant with all accounting and tax reporting requirements.

Diverse Knowledge Base

We’re experts in unrelated business income tax (UBIT) matters, endowment policies, tracking donor restrictions, compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

Tomorrow depends on

where we decide to

go to today.

Sansiveri has been a true partner to civic and community organizations, elementary and secondary schools, private and community foundations, professional associations, social and country clubs, trade associations, human service organizations, other cultural organizations, performing arts organizations, and religious organizations across Rhode Island and Southern New England.

Audit, Accounting, and Tax Services
  • Audits, reviews and compilations of financial statements
  • Assistance with preparation of financial statements, including required disclosures
  • Tax preparation, including Federal Forms 990, 990-T, and 990-PF
  • Assistance with Unrelated Business Income Tax (UBIT) matters and related tax reporting requirements
  • Preparation of Federal Form 1023, Application for Recognition of Exemption Under Section 501(c)(3)
  • Financial statement audits in accordance with Government Auditing Standards
  • Single Audits under the OMB Uniform Guidance
  • Audits of employee benefit plans of not-for-profit organizations, including section 401(a) and 403(b) plans
Consulting Services
  • Endowment accounting and reporting requirements
  • Internal control consultation
  • Guidance related to properly accounting for donor restrictions
  • Consultation related to compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA)
  • Assistance in developing joint cost allocation methods
  • Review of governance policies

Linda M. Pearson

CPA, CFE, Principal

Linda leads our Nonprofit Specialty Group. With more than 15 years of public accounting experience, Linda advises nonprofit clients on accounting, financial, tax-related, and organizational issues. 

Craig M. Bilodeau

Partner

Core Services

  • Audit & Accounting
  • Business Strategy
  • Business Valuation

Specialties

  • Manufacturing, Distribution, & Retail
  • Healthcare
  • Nonprofits
  • Professional Services
  • Construction & Real Estate
  • Employee Benefit Plan Audits

Education

  • Providence College, Bachelor of Science degree in Accounting
  • Bryant University, Master of Business Administration degree in Finance

Work Experience

  • Sansiveri, Kimball & Co., LLP; 1986 to present; Partner, 1997 to present

Licenses + Credentials

  • CPA–Certified Public Accountant, RI
  • ABV–Accredited in Business Valuation
  • CBA–Certified Business Appraiser
  • CVA–Certified Valuation Analyst

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Institute of Business Appraisers, member
  • Junior Achievement, board of directors
  • National Association of Certified Valuation Analysts, member
  • Rhode Island Society of Certified Public Accountants, member
  • Leukemia & Lymphoma Society of Rhode Island, past board member
  • Leadership Rhode Island; graduated as part of the Gamma II 2007 class
  • Providence Preservation Society, past board member
  • Cranston Western Little League, past board member

M. Douglas Fay

Partner

Core Services

  • Audit & Accounting
  • Business Strategy

Specialties

  • Construction & Real Estate
  • Employee Benefit Plan Audits
  • Insurance Agents & Brokerage
  • Manufacturing, Distribution, & Real Estate
  • Nonprofits
  • Professional Services

Additional Core Services

  • Yellow Book Audits, including compliance audits under The Uniform Guidance

Education

  • Georgetown University, Bachelor of Science in Business Administration
  • Bryant University, Master of Science in Taxation, with honors

Work Experience

  • Sansiveri, Kimball & Co., LLP, 1979 to present; Partner, 1989 to present

Licenses + Credentials

  • CPA-Certified Public Accountant, RI
  • CGMA-Chartered Global Management Accountant
  • MST-Master of Science in Taxation

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Georgetown University Alumni Admissions Committee for Rhode Island, member
  • Leadership Rhode Island; Alumnus and past director and treasurer
  • Rhode Island Commodores, member
  • Rhode Island Society of Certified Public Accountants, member
  • Thundermist Health Center, Inc., director and treasurer

Jason M. DaPonte

Managing Partner

Core Services

  • Audit & Accounting
  • Business Strategy
  • Tax Consulting & Compliance

Specialties

  • Construction & Real Estate
  • Employee Benefit Plan Audits
  • Manufacturing, Distribution, & Retail
  • Nonprofits
  • Professional Services

Education

  • University of Rhode Island, Master of Science in Accountancy degree
  • Providence College, Bachelor of Science in Business Marketing

Licenses + Credentials

  • CPA-Certified Public Accountant, RI
  • CCIFP—Certified Construction Industry Financial Professional
  • CIT–Construction Industry Technician

Affiliations + Community

  • American Institute of Public Accountants; member
  • Associated Builders and Contractors – RI Chapter, member
  • Associated General Contractors – RI Chapter
  • Construction Financial Management Association; member
  • Institute of Certified Construction Industry Financial Professionals – member
  • National Utility Contractors Association of Rhode Island – board of directors
  • Providence Performing Arts Center; board of trustees
  • Rhode Island Builders Association, treasurer
  • Rhode Island Construction Training Academy, board of directors
  • Rhode Island Public Expenditure Council, board of trustees
  • Rhode Island Society of Certified Public Accountants (RISCPA), member
  • Wood River Preschool, board of directors

Andrew de Labry

Senior Manager

Core Services

  • Audit & Accounting
  • Business Strategy

Specialties

  • Employee Benefit Plans
  • Manufacturing, Distribution, & Retail
  • Nonprofits

Education

  • Salve Regina University, Master of Business Administration
  • Salve Regina, Bachelor of Science in Accounting

Licenses + Credentials

  • CPA-Certified Public Accountant, RI

Affiliations + Community

  • American Institute of Certified Public Accountants, member
  • Rhode Island Society of Certified Public Accountants, member
  • School One, Treasurer
  • Awards and Accomplishments
  • Selected to the Wolters Kluwer Emerging Leader Program, Fall 2017

Michael J. Raftery

Senior Manager

Core Services

  • Business Strategy
  • Tax Consulting & Compliance

Specialties

  • Construction & Real Estate
  • High Net-Worth Individuals
  • Manufacturing, Distribution, & Retail
  • Nonprofits
  • Professional Services

Education

  • University of Rhode Island, Bachelor of Science in Accounting

Licenses + Credentials

  • CPA-Certified Public Accountant

Affiliations + Community

  • American Institute of Public Accountants; member
  • Rhode Island Society of Certified Public Accountants

Jean Ryan

Senior Manager

Core Services

  • Tax Consulting & Compliance

Specialties

  • Healthcare
  • High Net-Worth Individuals
  • Manufacturing, Distribution, & Retail
  • Nonprofits
  • Professional Services

Education

  • Bryant University, Master of Science in Taxation degree
  • Bachelor of Science in Business Administration with a concentration in Accounting, summa cum laude

Licenses + Credentials

  • CPA—Certified Public Accountant, RI
  • MST—Master of Science in Taxation

Affiliations + Community

  • American Institute of Public Accountants; member
  • Estate Planning Council of Rhode Island, member
  • Navigant Credit Union, Supervisory Committee Chairperson
  • Rhode Island Society of Certified Public Accountants, member

Bold ideas, expert analysis, and impacts-driven advice for nonprofit organizations seeking growth and competitive advantages.

Strengthening Your Foundation

Construction & Real Estate

Your Wellbeing Matters to Us

Healthcare

Helping You Make It

Manufacturing, Distribution, & Retail

In Business for Your Business

Professional Services

Capabilities

Versatile and ready to help support & elevate individuals and organizations of all types

See our capabilities