Surgent's Fundamentals of Public Charity Taxation and Form 990 (F994)

Course Details


Wednesday, October 16, 2019

7:00am – 10:30am

Field of Study


Course Number


CPE Credit

4.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Basic understanding of tax regulations


If you work for or with not-for-profit entities and have questions about the IRS Form 990, Return of Organization Exempt From Income Tax, and the related schedules, this is the course for you! The program focuses on commonly encountered issues that professionals will encounter when they prepare the Form 990 and additional tax rules applicable to not-for-profits.


  • Organization and structure of Form 990
  • Form 990  and its various schedules
  • Form 990 filing requirements
  • The public support tests
  • Taxation of Unrelated Business Income
  • Compensation related reporting issues 


  • Complete Form 990 and to advise clients with respect to the tax rules relating to public charities

Designed For

Any professional who wishes to understand the tax rules applicable to not-for-profits and who wishes to be able to prepare the Form 990

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $169.00

CPE Choice

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

View All Webcasts