Get to know Form 990 and its 16 schedules, and gain insight on filling out the information return for exempt organizations.
DESIGNED FOR
- CPAs
- Attorneys
- Nonprofit managers
BENEFITS
- Identify the filing requirements for Form 990, Form 990-EZ and Form 990-N.
- Determine best practices to complete schedules to Form 990.
HIGHLIGHTS
Primacy of the Form 990 as a "one size fits all" reporting mechanism
Form 990 preparation sequencing and data gathering; and keys to getting Form 990 preparation right the first time
Addressing presence of "related organizations"
Identification of managers and measurements of their compensation
990 versus books-and-records financial statement detail
Disclosures of governance inputs and Boards' employ of policiesPREREQUISITES
None
ADVANCE PREPARATION
None