

Nonprofit and Tax Exemption
Explore
Our Knowledge in Nonprofit and Tax Exemption
von Briesen’s Nonprofit and Tax Exemption Section has decades of experience establishing and advising a variety of nonprofit organizations, such as:
- Health care organizations (including hospitals, hospital foundations, and managed care organizations)
- Private and public foundations (including grant-making, operating and corporate and family foundations)
- Educational organizations (including university foundations, charter schools and education foundations
- Public charities (including national and international nonprofits, museums, and supporting organizations, and a variety of local and religious organizations)
- Lobbying and advocacy organizations
- Trade and professional associations
- Service clubs and agencies
- Civic and social clubs
- Athletic clubs and booster programs
In addition to servicing traditional nonprofit organizations, we also work with a variety of for-profit organizations that may have non-profit ties or missions to benefit the public good, including Benefit Corporations and certified B-Corps. We have extensive experience in negotiating and structuring joint ventures with other exempt or taxable entities and the use of taxable subsidiaries, or disregarded entities in the tax exemption context, as well as a variety of subsidiary and related entity structures for nonprofits.
Our Nonprofit and Tax Exemption Corporate Work includes:
- Drafting of Articles of Incorporation and Bylaws
- Drafting of various nonprofit records and governance documents, including Conflict of Interest Policies, Nondiscrimination Policies, and Record Retention Policies
- Drafting and negotiating grant, gift and pledge agreements
- Compliance for international grant making
- Preparing and updating employee handbooks and other policies and procedures
- Providing ongoing governance and compliance services
- Planning and implementation of multi-corporate structures
- Advising on and navigating director duties and conflicts of interest
- Dissolution and wind-up of nonprofit entities
- Advising and representing nonprofits through joint ventures, conversions, and mergers and acquisitions
Our tax specific nonprofit services include:
- Preparation and filing of federal tax exemption applications (including IRS Forms 1023 and 1024)
- Obtaining federal tax IDs
- Preparation and filing of federal tax returns (IRS Form 990)
- Assistance with state charitable registrations, sales and use tax exemption and property tax exemption applications (including for multi-facility health care organizations)
- Advising on unrelated business income tax and excise tax issues
- IRS and Wisconsin audits
- Property tax exemption requests and appeals
- Private letter ruling requests
- Political and lobbying limitations
- Public disclosure
Section Leader
Nonprofit and Tax Exemption Professionals
Related News

4/21/2016 | Legal Update
Wisconsin Legislature Rescues Nonprofits from Certain Sales Tax Obligations


8/10/2010 | Legal Update
Covenant v. Wauwatosa: A Taxing Decision for Outpatient Clinics


3/18/2010 | Legal Update
Illinois Supreme Court Affirms Provena Loss of Tax Exemption


Other News
View all
Nov 16 2023
von Briesen & Roper, s.c. Attorneys Listed in 2023 Wisconsin Top Lists, Super Lawyers and Rising Stars

Nov 14 2023
Three Attorneys Join von Briesen

Nov 03 2023
Legislature Amends Law Permitting Collective Bargaining Negotiations Involving Certain Aspects of Health Care Plan Design and Coverage

Oct 26 2023
Surge in Class Actions Under the Illinois Genetic Information Privacy Act

Sep 19 2023
Six New Faces Join von Briesen

Sep 05 2023
NLRB Adopts New Framework for Union Representation Proceedings

Aug 17 2023
82 von Briesen Attorneys Named to The Best Lawyers in America® 2024

Jul 19 2023
von Briesen Announces Shareholder Promotion

Jul 12 2023