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Johnston, Allison & Hord, PA

Attorneys in Charlotte, North Carolina

Practices

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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

  • 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

  • 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

  • William “Bill” R. Zwicharowski
    William “Bill” R. Zwicharowski

    Attorney

  • View All

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  • Construction
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Related Industries

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News / Events

  • 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
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    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
  • Events, News November 15, 2022
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  • Articles November 10, 2022
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  • News November 3, 2022
    Best Lawyers® “Best Law Firms” 2023 Rankings
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  • Articles, News January 19, 2022
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  • News January 13, 2022
    Super Lawyers 2022 Recognizes JAH Attorneys
  • News January 4, 2022
    Legal Elite 2022 Recognizes 18 JAH Attorneys
  • News August 19, 2021
    Best Lawyers® Recognizes JAH Attorneys
  • News July 22, 2021
    Johnston Allison Hord Named in Chambers High Net Worth Guide 2021
  • News May 21, 2021
    Chambers & Partners USA 2021 Guide Recognizes JAH Attorneys
  • News January 21, 2021
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  • News December 22, 2020
    New Year’s Resolution 2021
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  • Events October 5, 2020
    Mikail Clark to Present at MCB’s Fundamental Friday
  • News September 17, 2020
    Connecting During the Coronavirus Era
  • News August 15, 2019
    Johnston Allison Hord Attorneys Named in Best Lawyers 2020
  • News January 2, 2019
    JAH Announces New Partners
  • News August 25, 2017
    Johnston Allison Hord Attorneys Named Best Lawyers in America 2017
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