Preparing Nonprofit Form 990 On-Demand Webinar

Summary

Form 990, Return of Organization Exempt from Income Tax, can be a challenge due to its length and questions about an organization’s purpose and governance. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. This webinar will teach you to accurately complete Form 990 to protect your client's tax-exempt status, to calculate functional expenses and to identify additional required schedules.

Objectives

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

  • Outline the reporting requirements for program service accomplishments.
  • Identify the schedules required for Form 990 and Form 990T reporting for clients at the tax desk.
  • Report statements of revenue for Form 990 and Form 990T taxpayers.
  • Calculate functional expenses for Form 990 and Form 990T taxpayers.
  • Prepare the balance sheet for Form 990 and Form 990T taxpayers.
  • Complete Form 990, Return of Organization Exempt from Income Tax.
  • Complete Form 990T, Exempt Organization Business Income Tax Return.

Course Details

This course includes:

This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.






   

Presented by: Lawrence Zimbler, MST, EA

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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