Back to top

The Form 990: Back to Basics—Understand Your Grantees’ Stories

Wednesday, February 26, 2020
10:00am - 11:00am PST
Add to Calendar

The IRS Form 990 is a complex, comprehensive document—and a useful tool for confirming that an organization is meeting its not-for-profit requirements. It can also provide insight into important opportunities, and help reveal potential risks and vulnerabilities related to financial health.

Join Southern California Grantmakers and Moss Adams to learn how to read the Form 990, and unpack the story behind an organization’s financial statements. Led by Moss Adams Partner Tracy Paglia and Senior Manager Mike Lumsden, this webcast is an opportunity for funders to better understand the opportunities and limitations of the Form 990. We’ll also take a look at some available tools and forums for assessing organizational financial and governance health and impact, and other relevant topics, such as:

  • Recent tax developments and potential impacts
  • Compensation and transactions with disqualified persons
  • Strategies for identifying red flags and assessing associated risks
  • The calculation and importance of public support


CPE credit is provided for this course.




Mike Lumsden

Senior Manager, Moss Adams

Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations, such as health care companies, schools and universities, museums, and foundations. Mike has extensive experience with tax compliance, unrelated business income analysis, research, and complex tax matters related to ongoing compliance and targeted tax planning. He’s also practiced in working with for-profit clients, specifically corporations and partnerships.

Tracy Paglia

Partner, Moss Adams

Tracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm. Her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors.


In partnership with:

Save-the-date: Form 990: Beyond the Basics--A Deeper Dive (May 19). Additional details are forthcoming.

No cost to participate

Who May Attend
Current SCG, Philanthropy Northwest, NCG, and SDG members and eligible non-members

Register online here
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions