Not-for-Profit Financial Leaders Discuss Form 990-T Reporting, Compliance, and Emerging Trends

Jonny Rosch, a Partner on PBMares’ Nonprofit team, spoke at today’s FAR (formerly the Finance & Administration Roundtable) February luncheon about Form 990-T reporting, compliance pitfalls, and guidance on emerging tax issues affecting not-for-profits, such as unrelated business income tax. Jonny joined a panel of three other not-for-profit tax experts in Washington, D.C. metro area.

FAR is a member-only industry organization that brings together more than 200 not-for-profit stakeholders for regular educational and networking opportunities. PBMares is a FAR Resource Member and Jonny currently serves as a member of the Membership Committee.

Jonny recently spoke at the 2024 Greater Washington Society of CPAs (GWSCPA) Nonprofit Symposium on risks facing not-for-profits. His industry expertise spans organizations with Uniform Guidance requirements, public charities, social welfare organizations, trade associations, business leagues, non-profit childcare centers, private schools, independent research organizations and 527 political action committees.

In addition to FAR, Jonny is also a member of GWSCPA and has served on the Boards of local community organizations.

Learn more about PBMares’ Nonprofit team.


About PBMares, LLP

PBMares is a Certified Public Accounting and consulting firm focused on serving the audit, tax, accounting and consulting needs of companies and individuals. Founded in 1963, PBMares serves clients across the United States from 13 offices located in Virginia, Northern Virginia, Maryland, and North Carolina.  PBMares represents companies ranging from closely held private businesses to leading non-profits and Fortune 500 multinationals. The Firm has industry practices specializing in construction, real estate, financial institutions, government contracting, healthcare, hospitality, insurance, manufacturing, not-for-profit, restaurant, retail, state and local government, and technology. Services include cybersecurity, cloud accounting, wealth management, and more.

PBMares has been perennially ranked among the top 100 firms across the country by Accounting Today, Inside Public Accounting, and Forbes.