Unpacking the Form 990: A Closer Look

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Presented on:
May 25, 2022 2:00 PM PT
Duration:
1 hour, 30 minutes
Location:
Online
Credits:
1.5
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

In times of uncertainty, it’s more important than ever for funders to be aware of their grantees’ financial health. The IRS Form 990 is a useful tool to help ensure your organization is meeting not-for-profit requirements and can provide insight into potential upcoming opportunities and challenges.

Join us, along with Philanthropy California, for the second part of our Form 990 Education Series. Led by industry professionals Maggie Elliott and Cherie Williams, this webcast will provide an in-depth look at the Form 990 and help you unpack the story behind your organization’s financial health.

Register

Speakers

Maggie Elliott, Senior Manager, Moss Adams

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and exempt organizations. Prior to joining Moss Adams, she worked as an analyst for HSBC. She is a licensed CPA with the state of Oregon, specializing in not-for-profit organizations.

Cherie Williams, Manager, Moss Adams

Cherie Williams is a tax manager for the firm’s Not-for-Profit and Private Clients Practices. She has over 10 years of experience providing tax and advisory services to not-for-profit organizations as well as estate planning entities. Last year, Cherie was recognized as an AICPA 40 Under 40 Black CPA and a CPA Practice Advisor 40 Under 40 Honoree.

Registration Form

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Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Intermediate
Credits:
Taxes: 1.5
Delivery Method:
Webcast
Learning Objectives:
After completing this training, participants will be able to; identify the most important issues on the Form 990 as it pertains to grant making organizations; analyze the financial information reported on the Form 990 and understand how it highlights the financial position of a charity; identify how the Form 990 highlights compliance with public charity governance best practices; and identify a charity’s lobbying and political activities.
Prerequisites:

A basic understanding of the IRS Form 990.

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send them an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.