Kim joined the firm in 2016 and has more than 30 years of experience and specializes in providing audit, tax and business consulting services to not-for-profit and governmental clients.

Kim undergoes more than 24 hours of specific not-for-profit and government-related accounting and audit training every two years, which focuses on the particular business challenges confronting not-for-profit/governmental organizations. She is a frequent speaker on not-for-profit topics.  Kim provides audit, tax and business advisory services to clients including: outsourced grants management, development of indirect cost allocation plans, subrecipient monitoring, auditing under Government Auditing Standards and Uniform Guidance, development of financial metrics, budgeting, accounting systems reviews, presentations regarding new standards, internal control reviews, reviews of policies and procedures, and strategic planning.


B.S.B.A. – Accounting, summa cum laude, Clarion University of Pennsylvania

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Participant—Leadership Pittsburgh XIX

Board Treasurer—Society for Contemporary Craft

Audit Committee Member—Vincentian Rehabilitation Services

Board Treasurer—Scott Township Public Library

Award Recipient—2010 Women in Business, Pittsburgh Business Times


Do you have a hobby or personal passion?
Spending time with my husband and children….some of our favorites include the beach, Disney vacations, Pens and Steeler games.

What was the best advice you’ve ever received?
Laugh often

What was your childhood dream?
I wanted to work in the travel industry, and travel the world.

If you could go back in time, what advice would you give your college self?
Remember to carve out time for yourself.

People would be surprised to know that I…
I am a big fan of the 80’s hair bands and still hit their concerts anytime I can.

What was your first job?

Do you have a “motto?”
Live well, laugh often, love much.

Do you have advice for young professionals?
“You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you.” — Maya Angelou

Our Thoughts On


Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.

Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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