News Category: Kari Young, CPA

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January 30, 2026

Webinar Replay: What Every Nonprofit Needs to Know About Form 990

Jones & Roth’s Nonprofit Team is excited to present a webinar designed to help nonprofit leaders navigate an important IRS filing: Form 990. This form is more than just a compliance requirement—it’s a critical document that can influence how donors … Read more…

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January 20, 2026

Tax Brief: Board Review of the Form 990

The IRS requires nonprofit organizations to disclose whether the Form 990 was provided to all members of the Board of Directors prior to filing and to describe the review process used. Board review of the Form 990 is not statutorily … Read more…

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November 17, 2025

Does it count as a charitable contribution?

Just because something is called a donation, doesn’t mean it yields a charitable deduction. In fact, many charities offer programs wherein participants are required to make a “donation” prior to partaking. When trying to determine whether a donor can claim … Read more…

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September 5, 2025

Key Differences Between Reporting on the Form 990 and Financial Statements

There are several differences of which you should be aware when comparing a nonprofit organization’s IRS Form 990 to its U.S. GAAP financial statements. We have summarized some of the key differences below. Reporting Entity In accordance with accounting principles … Read more…

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July 14, 2025

Lease Accounting for Nonprofit Lessees

Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 842: Leases made significant changes to the accounting and reporting of leases on financial statements presented in accordance with accounting principles generally accepted in the United States of America (U.S. GAAP). … Read more…

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June 2, 2025

Tax Brief: Form 990, Schedule A: Public Charity Status and Public Support

For many non-profit organizations, Schedule A is the most important part of the Form 990 Return of Organizations Exempt from Income Tax. The purpose of Schedule A is to provide information about the public charity status and public support of the … Read more…

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October 29, 2024

Webinar Replay — “Annual GAAP Update for Not-for-profit Organizations”

Join the Jones & Roth Nonprofit Team for an overview of recent accounting standards updates and key accounting principles for not-for-profit organizations. We share best practices and requirements for ensuring compliance with reporting standards and walk through the recent updates … Read more…

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July 25, 2023

Webinar replay: Retirement Plan Options for Not for Profit Entities

In our recent Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization. Whether you are setting up a new plan or wondering if your existing plan is right for your group, this roundtable will … Read more…

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May 19, 2023

Key Performance Indicators for Not-for-Profit Organizations

Key Performance Indicators (KPI) KPIs are quantifiable measures of how well you are performing activities that are critical to the success of your organization Statement of Financial Position Indicators Liquidity Current Ratio and Quick Ratio The current ratio and quick … Read more…

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January 12, 2023

Webinar Replay: “What Every Nonprofit Needs to Know about Form 990”

Jones & Roth’s 2023 Nonprofit Roundtable presents what every nonprofit needs to know about the Form 990. We share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise … Read more…

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