Jimmy Pendergrass

Jimmy Pendergrass is a CRI Partner and works with a variety of closely-held businesses but has developed specialties in the areas of oil & gas support services, agricultural entities, nonprofit organizations, and third-party retirement plan administration. His exceptional organizational, analytical, and managerial skills have come about as a result of his experience in the practice of public accounting.

Jimmy has served the banking, mortgage lending, governmental, nonprofit, retirement plans, oil & gas, agricultural, and retail industries. Jimmy strives to be a trusted advisor to his clients throughout their business and personal interactions.

Texas Tech University, Bachelor’s

Professional & Civic Leadership
Current – Board of Directors of South Plains Trust and Estate Council.
Past Affiliations – Lubbock Arts Alliance Board of Directors, United Way of Lubbock Board of Directors, First United Methodist Church Treasurer, Lubbock County Children’s Protective Services Board of Directors

Professional Credentials
Certified Public Accountant (CPA)
QuickBooks Pro Advisor
Xero Certified Advisor

My Sessions

Many Happy Returns: Understanding the Form 990

Carolina A

Expand your understanding of the Form 990 information return for tax-exempt organizations.  This session will explain the purpose of the Form 990, distinguish between the various forms within the 990 series, and review the information included on the full Form 990 return.  This session will also discuss common mistakes and best practices in preparing the […]

Fiscal Management/Governance