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Understanding the IRS Form 990 for Executives

The Form 990 can prove for many organizations to be a daunting task to complete and review.  It might feel overwhelming to Executives or Directors reviewing the form to try and understand specifically what is being asked by the IRS. This webinar will provide an overview of the Form 990 and specific areas of interest for Executives and those on the board tasked with governance decisions. We will discuss the areas of the tax return that are of most interest to outsiders looking at the return including compensation and governance and policies of the organization.  We will also discuss how when completed effectively the Form 990 can be used by an organization as a marketing tool for their organization.

Learning Objectives:

  • General overview of the Form 990 and Schedules
  • Discuss specific areas of risk on the Form 990 that executives should be aware of including compensation and governance.
  • Discuss schedules of most risk that executives should be aware of including transactions with interested persons and related parties

Presenter

Amanda VanNatta, CPA, joined Wegner CPAs in 2019 as a Senior Manager in the firm’s Assurance Department. She joined our team with over 10 years of experience in public accounting and for the last 8 has concentrated in the not for profit tax area. Amanda’s experience includes serving a variety of clients including unions, publicly supported organizations, advocacy organizations, PACs and government grant funded organizations. She is passionate about advising organizations about how to be and stay tax exempt. She also has extensive experience representing organizations in IRS audits with unrelated business income issues and applying for exempt status.

 


Purchase the recorded webinar for $50


 

 

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