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Form 990: Beyond The Basics

When: 
Monday, July 16, 2018
9:30am - 12:00pm PDT
Where: 
Joan Palevsky Center for the Future of Los Angeles
281 South Figueroa Street Suite 100 Los Angeles, CA 90012
Fee: 
Members: $0.00 (please log in to register)
Non-Members: $100.00
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Is your organization’s Form 990 living up to its potential? Do you understand the message your Form 990 conveys to your stakeholders? You are cordially invited to join us for a convening on the Form 990 hosted by SCG Board Member and Moss Adams LLP Partner Melissa Harman.

The IRS Form 990 is a complex, comprehensive document and a valuable information gathering tool for the IRS to confirm organizations are meeting their nonprofit requirements. This presentation and discussion led by Moss Adams Senior Tax Manager Lauren Haverlock will show us how to look at the Form 990 through the eyes of funders and supporters interested in the story of your organization’s return.

This is also an opportunity for funders to better understand the information contained on this filing and how they can use the Form 990 to better understand and evaluate grant recipients. We will also take a look at some of the tools and forums available to assess an organization’s financial / governance health and impact.   

Join our seasoned presenter as we delve into complexities of the form including:

  • Understanding compensation and transactions with disqualified persons
  • How to identify red flags and assess risks associated with them
  • The calculation and importance of public support
  • Advocacy and lobbying expenses
  • Tips for assessing impact beyond financial metrics

 

Please note that previous knowledge of the Form 990 is required to attend this session

Speakers

Melissa Harman, Partner, Moss Adams, LLP; Treasurer, Board of Directors, Southern California Grantmakers

Melissa Harman has been in public accounting since 1998. She provides professional services to a wide variety of nonprofits, primarily institutions of higher education, private foundations and other nonprofit organizations. She is the national not-for-profit practice leader for Moss Adams LLP.

 

 

 

 

 

Lauren Haverlock, Senor Manger, Moss Adams, LLP

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization and tax exempt bond compliance. Her expertise also includes experience with private foundations, and she co-authored a course on private foundations for the American Institute of Certified Public Accountants. She advises private foundations on their most pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility and distribution planning.

 

 


Fee
SCG members: no cost to participate
Non-members: $100

Who May Attend
Current SCG members and other grantmakers eligible for membership.

Registration
SCG members: Register online by July 9, 2017 (you must log in to your SCG account)

 

 

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