The Form 990: Back to Basics—Understand Your Grantees’ Stories

Presented on:
February 26, 2020 9:00 AM PT
1 hour

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 potential risks and vulnerabilities related to financial health.

Join Southern California Grantmakers and Moss Adams to learn how to read the Form 990 and unpack the story behind an organization’s financial statements. Led by Moss Adams Partner Tracy Paglia and Senior Manager Mike Lumsden, this webcast is an opportunity for funders to better understand the opportunities and limitations of the Form 990. We’ll also take a look at some available tools and forums for assessing organizational financial and governance health and impact, and other relevant topics, such as:

  • Recent tax developments and potential impacts
  • Compensation and transactions with disqualified persons
  • Strategies for identifying red flags and assessing associated risks
  • The calculation and importance of public support


Tracy Paglia, Partner, Moss Adams

Tracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm. Her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors.

Mike Lumsden, Senior Manager, Moss Adams

Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations, such as health care companies, schools and universities, museums, and foundations. Mike has extensive experience with tax compliance, unrelated business income analysis, research, and complex tax matters related to ongoing compliance and targeted tax planning. He’s also practiced in working with for-profit clients, specifically corporations and partnerships.

Registration Form

Please make sure Javascript is enabled and your browser is up-to-date.


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