Financial Education Series ― Navigate IRS Form 990 With Confidence

The IRS Form 990 is a complex, comprehensive document — and a useful tool for confirming an organization is meeting its not-for-profit requirements. It can also provide insight into important opportunities and help reveal information related to your organization’s financial health.

Join Philanthropy California and Moss Adams, for the first part of our financial education series to learn how to read the Form 990 and unpack the story behind an organization’s financial statements. We’ll also discuss available tools and forums to assess financial and governance health and impact on organizations, as well as the following topics:

• Opportunities and limitations of the Form 990
• Recent tax developments and potential impacts
• Compensation and transactions with disqualified persons
• Strategies to identify red flags
• The calculation and importance of public support

Please note when you register, you’ll be registering automatically for both sessions in our Form 990 series. More CPE information is available here.

Resources

• Presentation Deck
• COVID-19 Implications
• 2021 Private Foundation Tax Planning Guide
• What Form 990 Says About Your Organization

Target Audience

This program is open to funders only (members and non-members).

If you require any accommodations to fully participate in this program, please contact [email protected].

Speakers

Jane Coleman, Senior Manager, Moss Adams

Jane has practiced public accounting since 2008. She specializes in providing tax and consulting services to not-for-profit organizations in various industries. Jane’s experience includes a variety of clients in the not-for-profit industry, including universities, religious organizations, foundations, and social service organizations.

Emina Cresswell, Senior Manager, Moss Adams

Emina has practiced public accounting since 2007. She’s the tax co-leader of the Washington region’s Not-for-Profit Practice. She focuses on tax compliance and consulting services for a wide range of not-for-profit clients, including public charities, private foundations, colleges & universities, credit unions, and utility cooperatives.

In Partnership With

The series is part of evolve, SCG’s suite of programming championing transformational leadership.