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SUMMARY:What Every Nonprofit Needs to Know about Form 990
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\n\n\n\nJones & 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. \n\n\n\nLearning Objectives:\n\n\n\n\nClarify IRS requirements\, key schedules\, and special considerations\n\n\n\nUtilize the Form 990 as a Marketing Tool\n\n\n\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\n\n\n\nWho should attend?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\nOur Expert Presenters:\n\n\n\n\n\n\n\n\n\n\n\nAaron Sachs\, CPASenior ManagerJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nAaron 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. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nFritz Duncan\, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nFritz 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. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEdwina Quiddaoen\, CPAManager & Nonprofit Team MemberJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nEdwina 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.
URL:https://www.jrcpa.com/event/what-every-nonprofit-needs-to-know-about-form-990-2026/
CATEGORIES:Nonprofit
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