What Every Nonprofit Needs to Know about Form 990

Watch the replay:

Jones & Roth’s 2026 Nonprofit Team 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 funds, market, and run your organization.

Learning Objectives:

• Clarify IRS requirements, key schedules, and special considerations
• Utilize the Form 990 as a Marketing Tool
• Identify Form 990-T requirements regarding Unrelated Business Income

Who should attend?

• Executive Directors
• Chief Financial Officers
• Controllers
• Financial Directors / Managers
• Board Members

Our Expert Presenters:

Aaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits, reviews, and federal single audits; and information return preparation services.

Fritz Duncan has been with Jones & Roth since 1995. He leads both the Nonprofit and Affordable Housing teams and holds expert knowledge in all areas of tax, auditing, and financial review for non‐profit organizations and limited partnerships. Fritz is recognized as an industry leader in the Pacific Northwest’s Affordable Housing community. He is often called upon to present at industry conferences and has earned a reputation for excellence in this specialized industry.

Edwina joined Jones & Roth in 2017 as an intern with the Affordable Housing team and started full-time as a Staff Accountant in 2018. She works with a wide variety of clients across many different industries providing tax, audit, and assurance services. Edwina holds both a Bachelor of Science in Accounting from Portland State University.