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Dugan + Lopatka, CPAs

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Warrenville, IL
Dugan + Lopatka, CPAs

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Dugan + Lopatka is a full-service Public Accounting Firm specializing in middle-market, private comp That’s Accounting for What Matters.

Dugan + Lopatka is a full-service Public Accounting Firm in Chicagoland, specializing in middle-market, private companies and nonprofit organizations. For nearly 50 years, our team of financial experts has brought together a wide range of skills and technologies to provide comprehensive service for our clients. While our work is tailored to the individual needs of clients, our core services include accounting, auditing, tax compliance & planning, and mergers & acquisitions. At D+L, we believe that the success of a business and its finances are inseparable. That’s why we take a comprehensive approach to each client’s business—going beyond the traditional role of an accounting firm to deliver personal service, reliable outcomes and genuine peace of mind.

10/30/2026

Come along with Bree to ! 💥

Bree Maday, Manager, Accounting & Advisory Services Department, headed to Las Vegas recently for new connections, fresh perspectives, and some fun along the way.

10/27/2026

Nonprofit Tax Tip 💡

Who actually needs to be reported on Form 990 Part VII? 🤔 This is a common area of confusion for nonprofits. The IRS is looking for a clear picture of who is in charge and how they are compensated.

Here’s a simplified breakdown:

✔️ Board members with voting rights must always be reported
✔️ Top Management Official (per IRS definition) — regardless of compensation
✔️ Top Financial Official (per IRS definition) — regardless of compensation
✔️ Employees with W-2 Box 5 wages over $100,000
✔️ Employees with W-2 Box 5 wages over $150,000 who meet the IRS definition of a Key Employee
✔️ Former individuals - this doesn’t mean someone who simply left the board this year. It refers to individuals who served in the last 5 years and meet compensation thresholds in the current year of $100,000 for former officers and key employees or over $10,000 for former directors.

If you’re unsure, D+L is here to help.

10/13/2026

Nonprofit Tax Tip 💡

Grants vs. contributions—what’s the difference on your Form 990?

For Schedule B reporting, the IRS treats grants the same as contributions. That means if your organization receives a grant—whether from a foundation, corporation, or even a government grant—it should be reported alongside other contributions when determining which donors must be disclosed.

It’s a common point of confusion but getting it right is key to staying compliant and avoiding reporting issues.

If you’re unsure how to classify your funding or complete Schedule B accurately, D+L is here to help.

10/06/2026

Great service starts with people who take the time to build strong relationships.

After approximately 10 years working with Dugan + Lopatka, George Huber III, President of Industrial Kinetics, Inc., values the responsiveness, continuity, and personal attention our team brings to the relationship.

We’re proud to provide the tax and accounting expertise Industrial Kinetics relies on while delivering the level of service George and his team have come to expect.

See how D+L can support your business: https://bit.ly/4rzyevy

09/29/2026

Nonprofit Tax Tip 💡

Not all contributions belong on Schedule B and getting it right matters. Schedule B should include only those contributions that are recognized as revenue in the current year, based on your organization’s accounting method.

Here’s what to keep in mind:

• If a donor is making a payment on a prior-year pledge, it’s not a current-year contribution for Schedule B
• If you’re on the accrual basis, contributions must be reported consistently—no mixing in cash-basis reporting
• Bottom line: if it’s included in current-year revenue, it belongs on Schedule B

Accurate reporting helps ensure compliance and avoids unnecessary scrutiny. When in doubt, align your Schedule B with your financial statements.

09/25/2026

Yesterday, members of our team enjoyed meeting the next generation of accounting professionals at Lewis University, where students had the opportunity to connect with CPA firms and learn more about career paths in accounting.

Thanks to everyone who stopped by to meet our team! We hope to see some of you again as you take the next step in your accounting careers.

At D+L, we’re always looking for talented, motivated people who want to grow their careers and make an impact. Explore opportunities here: https://bit.ly/4yYuPZF

09/15/2026

Nonprofit Tax Tip 💡

For organizations that host fundraising events with meals or entertainment, the IRS uses Schedule G to evaluate whether quid pro quo contributions are reasonable. Specifically, they compare Line 3 (Gross Income or gross receipts minus contributions) to the total cost of food, beverages, and entertainment.

Why does this matter? The portion of a ticket or donation that provides a benefit (like dinner or entertainment) is not tax-deductible for the attendee.

Accurate reporting ensures donors aren’t overstating their charitable deductions—which could lead to understated tax liabilities and increased IRS scrutiny.

Bottom line: Properly valuing the benefit portion of event tickets isn’t just best practice—it’s essential for compliance.

Need help navigating Schedule G or event reporting? We’re here to help.

09/01/2026

Leadership transitions are easier to navigate when there’s a plan in place.

A thoughtful succession plan helps nonprofit organizations maintain stability, preserve institutional knowledge, and move forward with confidence. Our latest blog explores why succession planning should be part of every nonprofit’s long-term strategy.

08/25/2026

For Alex Hardie, one of the best parts of working at D+L is the people.

As a Manager in our Tax Department, Alex appreciates the cooperative culture that allows team members to share ideas, solve problems, and continually learn from one another. That spirit of curiosity helps our team stay ahead in an ever-changing industry.

“D+L has smart, supportive leaders who invest in developing our staff, and it shows in how the team grows together,” Alex says. “No matter what a client needs, there’s always someone ready to jump in and help.”

Thanks for all you do, Alex!

08/18/2026

Artificial intelligence is quickly becoming part of everyday operations for many nonprofit organizations. But before employees, volunteers, and leadership teams embrace new tools, organizations should establish clear guidelines for how those tools should be used.

Our latest blog explores why every nonprofit should consider implementing an AI-use policy and what that policy should include.

Learn more in our latest blog post.

Address

4320 Winfield Road
Warrenville, IL
60187

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16306654440

Website

https://www.duganlopatka.com/

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