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Nonprofit Roundtable: What You Need to Know About the Form 990

Jul 26, 2016 @ 2:30 pm - 4:00 pm

Free

There are many complexities to the Form 990. Join us for a complimentary Nonprofit Roundtable, where we will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds, market and run your organization.

Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.

After attending this roundtable, you will be able to:

• Identify changes on the 2016 Form 990
• Clarify IRS requirements, key schedules and special considerations
• Utilize the Form 990 as a Marketing Tool
• Identify Form 990-T requirements regarding Unrelated Business Income

Who should attend?

• Executive Directors
• Chief Financial Officers
• Controllers
• Financial Directors / Managers
• Board Members

Cost: FREE

Please contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions.

 

Roundtable Speaker:

Kari Young, CPA is a senior manager in our Assurance Services Department. She is also a member of the firm’s quality control team and the Form 990 Task Force.

Her experience with nonprofit organizations includes assurance services; including audits, reviews, federal single audits; consulting services including internal control review; and informational return preparation services.

Kari graduated from the University of Oregon and is a member of The American Institute of CPAs and the Oregon Society of CPAs.

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