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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

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Nonprofit Entities & Tax-Exempt Organizations

Our attorneys focus on knowing the mission and vision of our non-profit and exempt organization clients and stakeholders to address unique legal considerations necessary for our clients’ success.

Our attorneys serve nonprofit entities and tax-exempt organizations in all aspects of tax, management, organization, and administration, including issues of particular concern regarding non-profit status and purpose. 

Services Provided

  • Non-profit corporate and limited liability company matters
    • Formation of entities
    • Filing of Forms 1023 and 1024 for exempt status
    • Joint ventures and strategic alliances, including with for-profit entities and/or for-profit subsidiaries
    • Governance structures and compliance considerations
    • Control matters
    • Dissolutions and liquidations
    • Reorganizations
    • Dispositions
  • Mergers and consolidations
    • Counsel related to form and terms of transaction
  • Taxation
  • Supporting Organizations
  • Tax controversies, audits and appeals
  • Counsel regarding unrelated business income tax (UBIT) issues
  • Counsel regarding risk of loss of exempt status, sanctions
  • Financing transactions and corporate finance
  • Corporate governance
    • Advise on duties of directors, executive and director succession, executive and director compensation
    • Governance structure, board and committee practices, disclosure and compliance policies, director independence
    • Member structures including member rights, privileges and preferences and roles
  • Employee benefits and compensation planning
  • Property tax treatment
  • Influencer agreements
    • Company’s onboarding of an influencer
    • reviewing terms provided by a social media platform applicable to an influencer upon reaching a monetization threshold (e.g. Instagram, TikTok, YouTube, etc.)

Industry Groups / Sub-Industries

  • Public charities and private foundations
  • Schools and universities
  • Hospitals
  • Social justice organizations
  • Trade associations
  • Civic associations and clubs
  • Governmental organizations
  • Churches and other religious organizations
  • Membership organizations and clubs
  • Endowments
  • Donor advised funds

If you have any questions for our Nonprofit Entities & Tax-Exempt Organizations Attorneys, contact us here.


Please note that the above text does not constitute legal advice nor does it create an attorney-client relationship.  Should you be in need of legal services regarding a particular matter, please reach out directly to one of our attorneys. Click here for our full website disclaimer.

Group Members

  • S. Kyle Agee
    S. Kyle Agee

    Partner

  • Jon T. Coffin
    Jon T. Coffin

    Partner

  • Mackenzie Ferguson
    Mackenzie Ferguson

    Attorney

  • McKenna A. Fono
    McKenna A. Fono

    Attorney

  • Stephen “Steve” P. Gennett, II
    Stephen “Steve” P. Gennett, II

    Partner

  • William C. Isenhour
    William C. Isenhour

    Partner

  • David T. Lewis
    David T. Lewis

    Partner

  • Iyanu O. Lipede
    Iyanu O. Lipede

    Attorney

  • John A. Morrice
    John A. Morrice

    Limited Part Time

  • Holly B. Norvell
    Holly B. Norvell

    Partner

  • Jaylyn N. Powell
    Jaylyn N. Powell

    Attorney

  • Keith M. Rivenbark
    Keith M. Rivenbark

    Attorney

  • David S. Rugani
    David S. Rugani

    Partner

  • Brian J. Schoeck
    Brian J. Schoeck

    Partner

  • Jessica I. Shoop
    Jessica I. Shoop

    Attorney

  • N. Lucille “Lucy” Siler
    N. Lucille “Lucy” Siler

    Partner

  • Sheldon M. Stokes
    Sheldon M. Stokes

    Partner

  • View All

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Related Practices

  • Asset Protection Planning
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  • Condemnation Rezoning & Land Use
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  • Employment Practices & Benefits
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Related Industries

  • Healthcare
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News / Events

  • News April 8, 2025
    Kim Kirk Elected as ACTEC Fellow
  • News March 5, 2025
    Corporate Transparency Act Update: Treasury Department Suspends Enforcement
  • Articles, News February 26, 2025
    Corporate Transparency Act Back in Effect: New Filing Deadline of March 21, 2025
  • News February 18, 2025
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  • Articles January 14, 2025
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  • News January 2, 2025
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  • News December 30, 2024
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  • News December 26, 2024
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  • Articles, News December 18, 2024
    2024 Legal News & Insights
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  • News November 7, 2024
    Best Lawyers: Best Law Firms® 2025 Rankings
  • Articles September 17, 2024
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  • News August 15, 2024
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  • Articles July 30, 2024
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  • News June 17, 2024
    2024 Summer Associates
  • News June 6, 2024
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  • Events, News May 15, 2024
    Meritas Annual General Meeting 2024
  • News May 13, 2024
    Sheldon Stokes Recognized at 2024 Meritas Women’s Leadership Awards
  • News April 23, 2024
    Sheldon Stokes Featured on BrandBuilders Podcast™
  • Articles, News April 11, 2024
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  • News February 15, 2024
    David Rugani Takes Reins as Corporate Practice Group Chair
  • News January 16, 2024
    Super Lawyers® 2024 Recognizes 21 JAH Attorneys
  • Articles January 12, 2024
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  • News January 2, 2024
    Business North Carolina 2024 Legal Elite Recognizes 23 JAH Attorneys
  • Articles December 28, 2023
    2023 Legal Thought Leadership
  • News November 2, 2023
    Best Lawyers: Best Law Firms® 2024 Rankings
  • Events, News October 2, 2023
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  • Articles, News September 13, 2023
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  • News August 17, 2023
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  • News June 22, 2023
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  • News June 5, 2023
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  • News May 10, 2023
    Meritas Global Annual Meeting 2023
  • News May 8, 2023
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  • News April 27, 2023
    Johnston Allison Hord Earns Recertification in Meritas Law Firms Worldwide
  • News February 13, 2023
    John Morrice Retires from Johnston Allison Hord
  • News January 23, 2023
    Morry Johnston Retires from Johnston Allison Hord
  • News January 18, 2023
    Super Lawyers 2023 Recognizes JAH Attorneys
  • News January 3, 2023
    Business North Carolina’s 2023 Legal Elite Recognizes 22 JAH Attorneys
  • News January 3, 2023
    Johnston Allison Hord Elects 3 New Partners 2023
  • Articles December 27, 2022
    2022 Legal Thought Leadership
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  • News November 3, 2022
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  • Articles, Case Studies October 31, 2022
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  • News June 1, 2022
    Chambers & Partners 2022 USA Guide Recognizes JAH Attorneys
  • News April 22, 2022
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  • Articles, News January 19, 2022
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  • News January 13, 2022
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  • News August 19, 2021
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  • News July 22, 2021
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  • News May 21, 2021
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  • News January 21, 2021
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  • Events October 5, 2020
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  • News September 17, 2020
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  • News August 15, 2019
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  • News January 2, 2019
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  • News August 25, 2017
    Johnston Allison Hord Attorneys Named Best Lawyers in America 2017
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