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Non-Profit Organizations (Form 990)

Duration: 100 minutes 
Course Level:  Basic
Prerequisite:  None 
Advanced Preparation:  None
Delivery Method: Self-Study 
 
CPE Credits Designation Field of Study
IRS * 2 EA Federal Tax Law Topic
NASBA 0 CPA N/A
CTEC 2 CRTP Federal Tax Law Topic
CFP Board 2 CFP® Income Tax Planning

* NATP will report CPE credits to the IRS for all PTIN holders. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in this program is strictly voluntary.

Fees: $49 for Members and $60 for Nonmembers

Summary
Expand your practice to include Form 990 preparation! It’s a largely misunderstood form, but in this webinar we will break it down at a basic level to get you started. We will start by identifying items an organization seeking exempt status will need to provide you to complete Form 1023. Then we’ll cover the rules regarding who’s required to file a Form 990 and which form(s) in the 990 series is required. You’ll also learn to look for items of unrelated business income. If you’ve contemplated offering Form 990 services, now is the time to start!

Objectives
Upon completion of this course, you will be able to:

  • Identify required items and information to complete Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
  • Determine which, if any, form a non-profit organization is required to file
  • Complete a basic Form 990-EZ, Return of Organization Exempt From Income Tax
  • Identify potential unrelated business income

Presenter: Lawrence (Larry) Zimbler, MST, EA

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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