How to Keep Form 990 Consistent with Your Financial Statements

Presented on:
October 28, 2020 3:00 PM PT
Duration:
1 hour
Location:
Online
Contact:
Pam Amado-demagajes, Moss Adams, 206-302-6339
Cost to attend:
Complimentary

Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? During this on-demand webcast, we’ll compare and contrast some potential differences to help you understand how to complete the two correctly. We’ll discuss:

  • Expenses and shared costs
  • Treatment of income and change in net assets
  • Agency and fiscal sponsorship
  • Assets with variance power
  • In-kind contributions
  • Fundraising events
Register

Speakers

Lauren Haverlock, Senior Manager, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax exempt bond compliance.

Matt Parsons, Senior Manager, Moss Adams

Matt has practiced public accounting since 2005. He specializes in serving various sectors within the not-for-profit and government industries. His clients include hospitals, health clinics, health plans, higher education institutions, foundations, associations, and certain municipal entities such as transit authorities, cities, and utilities. Matt’s experience includes preparation of financial statements, internal control examinations, and conducting audits in accordance with Government Auditing Standards and Single Audits of federal awards. Matt also provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.

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