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