[WEB4] Form 990 Red Flags & Hot Buttons

Course Details


Wednesday, July 28, 2021

12:30pm – 4:00pm
(Registration: 12:30pm)

Course Number


CPE Credit

4.0 hours CPE credit


Level of Knowledge



Baker Tilly US, LLP




This course will address the most prominent hot buttons contained on the Form 990 Core Form, and its 16 different Schedules, particularly including the following:<?xml:namespace prefix="o" />


Amended returns

Fundraising expenses

Reporting of program service revenue

Information reporting

Board diversity/independence

Implementation of policies / procedures

Insider compensation

Classification of revenue

Unrelated business income

Special event accounting / reporting

Allocations of functional expenses

Calculation of the public support fraction

Reporting of contributors

Lobbying / Political activities

Foreign activities

Grantmaking activities

Insider transactions

As with all of our courses, there will be ample opportunity for the attendees to ask their "real life" Form 990 questions throughout the session.




  • Acquire a "big picture" understanding of the entire Form 990 and the Schedules.
  • Take a deep dive into some of the more prominent Form 990 reporting issues.
  • Learn about the most prominent IRS audit "red flags" and "hot buttons" contained on the various Form 990 Core Form and     Schedules.

Designed For

This session will be focused upon providing the nonprofit practitioner and nonprofit executive/financial personnel with guidance and valuable resources/tools to best ensure that they possess sufficient knowledge regarding the preparation and review of the Form 990.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by July 14, 2021.

Member Fee

Applicable if you are a HSCPA member in good standing.

Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by July 14, 2021.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $300.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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