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Executive Compensation Issues for Nonprofit Organizations

Protect your nonprofit by gaining a better understanding of the potential threats in executive compensation packages.

The IRS and many state attorney generals have increasingly questioned the compensation packages of many tax-exempt entities in light of their special tax status. Are these organizations using public assets in the best possible way to fulfill the charitable missions?

This topic helps you understand the basic concepts and to establish policies and procedures to identify the applicable individuals subject to these rules and regulations. The topic also explains the method required for analyzing key components inherit in a compensation study to create a rebuttable presumption of reasonableness. Failing to have a proper compensation study under the safe harbor rules under Section 4958 of the Internal Revenue Code will subject to organization and applicable individuals substantial penalties. It has often led to loss of goodwill among donors and constituents as well as increased scrutiny from IRS and state officials.


Runtime: 93 minutes
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Over 30 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

Intermediate Sanctions Overview

  • History
  • Current State of Events
  • Basic Principles

How to Protect Your Executives and Board Members From Personal Liability

  • Policies and Procedures
  • Rebuttable Presumption
  • Legal Issues and Penalties

Form 990 Disclosures, Criteria and Case Studies

  • Form 990 Disclosures
  • Criteria and Considerations
  • IRS and Actual Case Studies
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Why Lorman?

Over 30 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.

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OnDemand Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 30 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

Joe Giso, CPA, MST

Joe Giso, CPA, MST

Johnson O'Connor Feron & Carucci LLP

  • Partner at Johnson O'Connor Feron & Carucci LLP in Wakefield, Massachusetts
  • Member of Johnson O'Connor Feron & Carucci LLP's NFP Tax Group and the firm’s Not-for-Profit Practice
  • Former managing director at CBIZ Tofias in Boston, Massachusetts
  • Former head of CBIZ, Inc. National NFP Tax Technical Community
  • Former senior tax director in the Boston office of McGladrey
  • Provides tax consulting services dedicated to improving the accountability and efficiency of tax-exempt organizations and consulting in intermediate sanctions, lobbying, unrelated business income, website reviews, charitable solicitations and foreign reporting requirements
  • Consulted Harvard Management Company, Inc.; University of New England; Museum of Fine Arts; Museum of Science; Lowell General Hospital; Grand Lodge of Masons in Massachusetts; Lasell College; American Public Television; Massachusetts Society for the Prevention of Cruelty to Animals; St. Joseph’s College of Maine; National Fire Protection Association; Pathfinder International; The Home for Little Wanderers; Buckingham, Brown & Nichols School; and New England Aquarium Corporation
  • Professional affiliations include the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs
  • Certified public accountant
  • M.S.T. degree, Bentley College; B.A. degree in accounting, Suffolk University
  • Can be contacted at 781-914-3329 or j.giso@johonsonoconnor.com
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Product ID: 397283
Published 2016
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