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8.0 Credits

Review the basics of Form 990, covering the complete form and all of the accompanying schedules. Explore, line by line through Form 990 and discuss explanations and tips for accurate completion. Participants will understand the tax and practical points essential to completing Form 990, including the 12-page core form and 16 schedules.


  • Identify the filing requirements for Form 990, Form 990-EZ, and Form 990-N
  • Determine best practices for completing the core form
  • Recognize risks in preparing Form 990 and identify certain reporting red flags
  • Appreciate 990 definitions and tax conventions employed in reporting on all aspects of financial statements (Parts VIII, IX, and X)
  • Prepare for the most common Schedules that typically apply to 990 filers: identification of public charity status (Schedule A), reporting on donors (Schedule B); financial statement line items (Schedule D); reporting on fundraising events, gambling and use of professional fundraisers (Schedule G); grant-making (Schedule I); and capture of property ("non-cash") contributions (Schedule M)

Major Topics

  • Form 990 filing requirements
  • Form 990 preparation sequencing and how to pull together necessary data
  • Keys to getting Form 990 preparation correct the first time
  • Addressing presence of related organizations
  • Identification of managers and measurements of their compensation
  • Form 990 versus books-and-records financial statement detail
  • Disclosures of governance inputs and Boards' employ of policies




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Monday, November 29, 2021

General Sessions