For many organizations, the Form 990 is one of the most powerful communication tools they have with donors and other constituents. While the Form 990 is a tax form and is required to be filed to maintain tax exempt status, it goes well beyond the numbers and includes a significant amount of information about the governance and operations of the exempt organization. Do you know what donors and other users are seeing when they are looking at your organization’s Form 990? If you are a donor, do you know what parts of the return can provide information on some of the key information you might want to know about the organization? What parts of the return does the IRS and other watchdog organizations focus on? We will share with you helpful hints on what areas of the Form 990 are most important to focus on and best practices for evaluating the information provided.
Kim Hunwardsen, CPA, Partner, Partner-in-Charge of Tax-Exempt Services | Eide Bailly
Kim delivers tax services to nonprofits and healthcare providers, working closely with tax-exempt organizations to provide comprehensive tax consulting, planning and compliance expertise. She joined Eide Bailly in 2002 and guides clients through changes in tax reporting requirements and tax law. She assists nonprofits in formations of new entities, annual compliance requirements and all other tax-related issues.
Deb Nelson, CPA, Partner, Nonprofit Industry Partner-in-Charge | Eide Bailly
Deb specializes in working with tax-exempt organizations to address a wide range of tax issues, including those that may threaten organizations' exempt status or result in unexpected penalties. She guides organizations through tax compliance and presents key Form 990 information and changes in tax regulations to committees and boards.
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based
This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.