Sarah is a shareholder in the tax advisory practice with over 15 years in public accounting. She specializes in providing various tax services primarily to tax-exempt organizations including institutions of higher education, arts and cultural organizations, social service organizations, private foundations and business and professional associations. In addition to supervising the preparation of tax-exempt organization returns, her areas of expertise include issues unique to tax-exempt organizations such as compensation and private inurement issues, unrelated business income analysis, assessing foreign information reporting requirements, analysis of board member relationships and transactions with disqualified persons, evaluating state solicitation requirements and conflict of interest best practices and annual execution.


B.S.- Accounting, Robert Morris University

Professional and Community Involvement

Member—Schneider Downs Higher Education Industry Group

Member—Schneider Downs Not-for-Profit Industry Group

Team Leader—Schneider Downs Tax Technology and Efficiency Committee

Member—American and Pennsylvania Institutes of Certified Public Accountants

Board Member—Environmental Charter School at Frick Park


Do you have a hobby/personal passion?   

Who is your role model? 
My parents.

What was your childhood dream? 
To become a maid.  I love to clean.

What is the best or most interesting thing about your career?   
I started at Schneider Downs as an Intern when I was in college.

What was your first job?   
Dairy Queen

Do you have a “motto”? (spoken or unspoken) 
You never know what people are going through Be Kind.  Always.

When you have an hour of free time, what do you like to do?
Relax and watch Netflix.

Do you have advice for young professionals? 
Find a mentor.  Be confident, yet humble.

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.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.


Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.