Nonprofit Organizations

jones-roth-nonprofitYou have a mission. Our team can help you meet your goals.

Your unique operational, accounting, tax, and regulatory compliance issues are the reasons we can add value across your entire organization. Our team has one of the largest practices specializing in Oregon nonprofit organizations.

Assurance

  • Audits
  • Agreed upon procedures
  • Reviews
  • Compilations
  • Internal controls analysis
  • Retirement plan audits

Tax

  • Tax return preparation (Form 990)
  • Planned giving accounting and reporting
  • Unrelated business income tax
  • Tax planning

Advisory

  • Board of Directors training
  • Executive Director and team training
  • Executive compensation
  • Strategic planning
  • Operational assessments
  • SWOT analysis
  • Performance reviews
  • Benchmarking
  • Grant compliance assistance
  • Retirement plan design and administration
  • Planned giving guidance
  • Computer system assessment and implementation
  • Non-profit entity setup and status

Nonprofit Team


Fritz Duncan, CPA

Fritz Duncan, CPA

Partner & Shareholder

Bio

Sara Hummel, CPA

Sara Hummel, CPA

Director of Quality Control & Assurance Services

Bio

Kari Young, CPA

Kari Young, CPA

Senior Manager

Bio

Sarah Fantazia, CPA

Sarah Fantazia, CPA

Senior Manager

Bio

Jamie Zolezzi, CPA

Jamie Zolezzi, CPA

Senior Manager

Bio

Mathew Hamlin, CPA

Mathew Hamlin, CPA

Manager

Bio

Erica Moore, CPA

Erica Moore, CPA

Senior Accountant

Bio

Aaron Sachs, CPA

Aaron Sachs, CPA

Senior Accountant

Bio