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Online Manual

Form 990

Navigate IRS Form 990 – learn about the critical issues every nonprofit leader needs to know! Walk through the revised Form 990 and get the expert knowledge you need to file correctly. Exempt organizations’ tax forms have become more important as they’re scrutinized by the IRS, Congress, the media, competitors, disgruntled employees and others. Purchase these reference materials and make sure you’re presenting your filings correctly. You will get a review of the underlying tax exemption principles involved, learn the procedural details and walk through how various items are reported on Form 990. These reference materials will cover what the answers mean in light of the tax principles and – perhaps more importantly – how they might be perceived by the general public. Order today! Benefits for You •Gain a better understanding of how information should be presented •Recognize the difference between exempt and nonexempt income •Avoid common errors in reporting compensation and functional expenses •Tips on collecting the information needed specifically for the Form 990 •Understanding the public’s perception of the organization based on its Form 990
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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview
— Marla M. Castner, CPA
Reporting Tax Compliance and Governance
— Marla M. Castner, CPA
(Break 10:00 am – 10:10 am)
  • Summary Financial Information and Mission Statement
  • Statement of Program Service Accomplishments
  • Schedule Checklist, Including Discussions on Schedule A Public Charity Status and Public Support, Schedule C Political Campaign and Lobbying Activities, Schedule L Transactions With Interested Persons, and Schedule R Related Organizations and Unrelated Partnerships
  • Tax Compliance and Other IRS Filings
  • Governance, Management and Disclosure
Reporting Exempt Revenue
— Rhonda G. Williams, CPA
  • Definition of Exempt Revenue
  • Contributions
  • Program Service Revenue
  • Fundraising Income
  • Receipts From Related Parties
  • Endowment Funds
Reporting Unusual Income
— Rhonda G. Williams, CPA
  • Donor Advised Funds
  • Unrelated Business Income
  • Foreign Income
Key Issues Related to Reporting Expenses
— Janice Moen, CPA
  • Functional Expenses
  • Compensation
  • Grants to Other Organizations
Questions and Answers
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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Online Manual

No credit available.

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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Rhonda G. Williams – Moderator

Barraclough & Associates, P.C.

Rhonda WilliamsSenior Tax Manager at Barraclough & Associates, PC

Santa Fe, New Mexico Area

Contact Rhonda Williams

Add Rhonda Williams to your network

.Current•Senior Tax Manager at Barraclough & Associates, PC

Education•Oral Roberts University

Marla M. Castner, CPA

Moss Adams LLP

  • Senior tax manager at Moss Adams LLP
  • 30 years of experience in public accounting providing consultative tax services that reflect the understanding of clients’ industry and business strategy
  • Assists clients in resolving tax-related issues and helps them achieve their business objectives
  • Accounting degree, Oklahoma Christian University
  • Can be contacted at 505-878-7270 or marla.castner@mossadams.com

Janice Moen, CPA

Arca

  • 14 years as the CEO or CFO of nonprofit organizations, and five years of experience as an external auditor of governmental and nonprofit agencies
  • Developed curriculum and published toolkits for the United Way Center of Nonprofit Excellence financial training series
  • Presenter on the IRS Form 990 and other related nonprofit topics for four years for this training series
  • Adjunct professor for the University of New Mexico Anderson School of Business, teaching nonprofit accounting and the IRS Form 990 for master level students
  • Member of the Anderson School of Management’s Accounting Department Advisory Committee
  • B.B.A. and Master in Accounting degrees, University of New Mexico
  • Awarded the 2007 Outstanding Member in Corporate Practice by the New Mexico Society of CPA’s and recognized as one of the Business Weekly’s Top CFO’s in 2007
  • Can be contacted at 505-332-6819 or jmoen@arc-a.org
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Why Lorman?

Over 29 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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* For audio recordings you only pay shipping

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Product ID: 361876
Published 2011
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