|Full time Accounting Educator:||None|
After attending this presentation you will be able to...
- Appreciate the public relations and regulatory impact of the 12 page Core Form and the most-common substantive-topic Schedules
- Identify the circumstances "triggering" each of the 15 substantive-topic Schedules
- Identify and master the six key Glossary Terms which all 990 preparers must be able to apply
- Distinguish the impact on Board members' "independence" resulting from Schedule L reporting
- Discern the various parties who will need provide the data necessary to complete the 990's widely disparate arenas of inquiry
- Recognize the value of, and discern approaches appropriate to, public relation sensitive disclosures and presenting the completed form to a filer's Board
The major topics that will be covered in this course include:
- Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules
- Address of the definition's key factors that make a third-party organization a "related organization"
- Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD) / Officer (O) / Key Employee (KE), or a High 5) and understanding what is the definition and measure of "reportable compensation"
- Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L
- Applying the definition of "business relationship" as same is used in Part VI
- Sequencing of the form's preparation tasks and who to go to for information
- Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators
This event has already passed. If you have any questions, please contact us at 503-641-7200 or email email@example.com.