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Form 990: Advanced Schedules (F990A15)
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12/8/2015
When: 12/8/2015
8:30 AM until 4:30 PM
Where: LCPA Kenner Training Facility
2400 Veterans Memorial Blvd
Ste 500
Kenner, Louisiana 
United States
Presenter: Eve Borenstein


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Registration Fees
Members $289
Non-Members $389
*Add $50 after 12/1

CPE: 8 hours

Designed For: Any and all preparers/reviewers of Form 990 including CAOs, COOs, CFOs and finance staff.

 

Yellow Book:  Qualifies for Yellow Book CPE based on your unique audited entity.

National Form 990 guru Eve Borenstein has applied her involvement with the IRS’ Form 990 Redesign Project  to the design of this course which has been fully updated for the 2014 Form.  Advanced Schedules expands into arenas that are beyond the reach of her and co-author Jane Searing's Form 990:  A Comprehensive Approach class, focusing on the data and inputs necessary to complete the complex “asks” made by the Form 990’s Schedules R, L and J (due of most larger organizations), and of Schedules A, C, F, G and N (those being operation-specific schedules with far-ranging implications). (In addition, targeted survey of the demands of Schedules D and M is also provided.)

Objectives

  • Understand the nuances behind the complex demands of the majority of the Form 990’s Schedules
  • Highlight instructional imperatives via take-aways (both the written materials and illustrated Form provide tips and examples)
  • Provide extensive time for Q-and-A with participants

Major Topics

  • Related organizations’ disclosures, including detailing transactions with "controlled organizations" and covering exempt-to-exempt intersections (Schedule R)
  • Compensation reporting related to disclosures for Board members, Officers, Key Employees, “High 5s” and ‘Formers’ overall and especially those upon Schedule J Part II; also addressing the expanded questions on compensation practices (and expense reimbursement management) in Schedule J Part
  • Competing and disparate definitions used in reporting “Transactions with Interested Persons,” the most difficult scheduling the Form 990 employs (Schedule L), including reporting grants or assistance to, and fact of business transactions with, the “correct” pool(s) of interested persons (Schedule L’s Parts III and IV) – all as updated by the IRS in complete revision of interested person definitions for the 2014 Form
  • The every-year changing world of Schedule F reporting on “foreign” operations
  • Expanded inputs three categories of public charities need prepare for (i.e., SOs reporting; and meeting the alternative public support tests, all upon Schedule A)
  • Potpourri –
    • reporting on political activities (Schedule C Part I) and lobbying activities of 501(c)(3) organizations (Schedule C Part II)
    • reporting upon termination or dissolution, as well as in instances where there has been “substantial transfers of assets” (Schedule N)
    • the more advanced nuances of a ‘most commonly applied’ Schedule: balance sheet “issues” (Schedule D)
    • addressing results from fundraising events and reporting on use of professional fundraiser reporting (Schedule G Parts I and II)
    • receipt of property (i.e., ‘noncash’) donations (Schedule M)

Recommended Experience:

“Form 990: A Comprehensive Approach” or similar course. The subject matter of that class is not summarized nor returned to in this course; accordingly, participants should have strong familiarity with the Core Form and the triggers to the Schedules therein. Individuals wanting to learn the underlying Form 990's "Core Form" preparation points are strongly advised to take both this class and this Comprehensive Approach course.

 

About the Speaker:

Eve presents frequently on all aspects of the Form 990 and give invited testimony  to the US Congress House of Representatives’ Ways and Means Committee in 2012 critiquing the Form’s current incarnation and its challenges. Her Form 990 8 CPE credit attain consistent evaluation marks of 4.85+ and instructor’s knowledge marks in the 4.95-5.00 range.  Common evaluation comments are:  "thanks for the practical and intensive trip; on top of it all the class was even fun!” and "Eve kept my attention throughout!”

 

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Kenner, LA 70062-4739

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