Tour of the Form 990 for Experienced Preparers

Highlights

• Group returns
• The strategy regarding amended returns
• The difference between contributions revenue and program service revenue
• The importance of satisfying the organization's information reporting requirements
• Effective completion of the compensation table
• Reporting of special events
• Documentation for functional expense allocations
• Calculating of public support on Schedule A
• Proper Schedule B reporting
• Calculation of lobbying expenditures
• FIN 48 footnote disclosure on Schedule D
• Foreign transaction reporting on Schedule F
• Reporting of transactions with professional fundraisers on Schedule G
• Non-cash contribution reporting on Schedule M
• Disclosing of insider transactions on Schedule L
  

Objectives

Full-day course exploring and addressing Form 990 reporting issues for the experienced Form 990 preparer.

Also featuring co-instructor, Lauren Haverlock, CPA, MST and partner at YH Advisors.

Designed For

Experienced 990 preparers