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Form 990: Beyond the Basics (Orange County Session)

Tuesday, August 29, 2017
12:00pm - 1:30pm PDT
Moss Adams
2040 Main Street, Suite 900, Irvine, CA 92614
Members: $0.00
Non-Members: $0.00
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Are you meeting your nonprofit requirements according to the IRS Form 990? 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.

This presentation and discussion led by Tracy Paglia, Moss Adams Tax Partner, and Eric K. Gorovitz of Adler & Colvin will show us how to look at the Form 990 through the eyes of stakeholders interested in the story of your organization’s return.

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. It's also important to donors and rating agencies in assessing and reporting the health of organizations.

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

  • Multi-entity groups and common pitfalls in Form 990 reporting
  • The calculation of public support
  • Advocacy and lobbying expenses
  • Helpful sources of IRS support


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

Speaker biographies

Tracy S. Paglia, CPA, Partner, Exempt Tax Services, Moss Adams, LLP

Tracy Paglia, has over 18 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates and donors. Her expertise includes areas such as attaining, maintaining and termination of tax exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors. She is the leader of the firm’s Government, Not-for-Profit and Regulated Entities Tax Committee and a member of the GNR Technical Committee, as well as an associate member of the AICPA's Technical Resource Panel. 



Eric K. Gorovitz, Principal, Adler & Colvin

Eric K. Gorovitz has spent 12 years as an advocate for policy change in public health, engaging directly in legislative and regulatory policy development as Policy Director for several local, state, and national nonprofit advocacy organizations. Gorovitz earned a B.A. degree from Cornell University, a J.D. degree from the Georgetown University Law Center, and an M.P.H. degree from the Johns Hopkins School of Public Health, and is a member of the California Political Attorneys Association, the tax law section of the American Bar Association, the California State Bar Association, and the Bar Association of San Francisco.





Program in Partnership with:



No cost to participate

Who May Attend:
This event is open to SCG members and eligible non-members, and is especially geared to financial executives, financial staff, and financial advisors.

SCG members: register online (you must log in to your SCG account to register). 
Non-members: register online. If you do not have an SCG account, contact us

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