Webinar: Governance & Financial Oversight Essentials for Board Members
Register Here: Strong governance doesn’t happen by accident — it’s built through clarity, accountability, and an engaged board that understands its fiduciary duties. Jones & Roth’s Nonprofit Team will guide you through the core principles of strong governance and the … Read more…
Tax Brief: Form 990 – Breaking Down the Statement of Revenue
Form 990, Part VIII, Statement of Revenue reports revenue by type and classification of revenue and is one of the most important parts of the Form 990. Breakdown of Types of Revenue Types of revenue include Contributions, Gifts, Grants, and … Read more…
Nonprofit’s Guide to Financial Statement Services: Audit, Review, Compilation, and Preparation Services
Financial statements are a critical tool used by management and boards of nonprofit organizations to gauge how well the organization is performing, determine the strength of financial position, and make informed decisions for the future of the organization. Financial statements … Read more…
Tax Brief: Form 990, Schedule B: Schedule of Contributors
The purpose of Schedule B Schedule of Contributors in the Form 990 is to report information on contributions the organization recorded during the tax year. The IRS utilizes Schedule B information to match donors’ tax deductions to the organizations they … Read more…
Utilizing the Power of QR Codes for Non-Profit Organizations
In the New Media Age, non-profit organizations face increasing challenges when it comes to engaging with donors, volunteers, and beneficiaries. To overcome these obstacles, many non-profits are turning to innovative technologies such as QR codes (Quick Response Codes) to enhance … Read more…
Uniform Guidance: De Minimis Indirect Cost Rate
The Office of Management and Budget’s (OMB) Uniform Guidance (UG) makes available the use of the de minimis indirect cost rate to allow not-for-profit (NFP) organizations that do not have a current Federal negotiated indirect cost rate to have at … Read more…
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…
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…
Five Tips for Making Your Nonprofit’s Financial Statement Audit Stress-Free
For many nonprofit leaders, the annual financial statement audit feels like a necessary headache—time-consuming, stressful, and disruptive. But it doesn’t have to be that way. When managed well, an audit is more than a compliance exercise; it’s an opportunity to … Read more…
Quick and Inexpensive Fraud Testing Procedures
Finance Directors and Controllers today are tasked with guarding their organizations against an ever-changing landscape of external threats. But, too often the risks under their own roof can be overlooked. Occupational fraud is a very real threat that can have … Read more…



