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Financial Services / Asset Building

Event

How to Keep Form 990 Consistent with Your Financial Statements

Wednesday, October 28, 2020
12:00pm - 1:00pm

Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? Join Moss Adams in partnership with Philanthropy California, and evolve, for this financial literacy program designed to compare some potential differences that may help you understand how to complete these two documents correctly.

This presentation will cover the following topics:

  • Expenses and shared costs
  • Treatment of income and change in net assets
  • Agency and fiscal sponsorship
  • Assets with variance power
  • In-kind contributions

 

After completing this training, participants will be able to:

  • Identify differences in accounting methods from audited financial statements to Form 990
  • Identify main components of each report
  • Describe impact on readers’ conclusions when reviewing audited financial statements versus Form 990

 

CPE: Eligible for 1 CPE Credit

 

Speakers

Lauren Haverlock 

Senior Manager, Moss Adams

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.

Matt Parsons

CPA, Senior Manager, Moss Adams

Matt has over 14 years of public accounting experience and specializes in serving various sectors within the not-for-profit industry. His clients include public and private foundations, community foundations, higher education institutions, associations, and health care organizations. Matt’s experience includes preparation of financial statements, internal control examinations, and conducting audits in accordance with GAS and OMB Uniform Guidance for Federal Awards.

Matt participates as a technical reviewer with our professional practice group that reviews audit reports in a manner similar to federal desk reviewers to ensure accuracy of the reporting in accordance with the most recent standards. Matt has written a number of articles regarding matters affecting not-for-profits and has led webinars on similar topics.

 

In partnership with: 

        


Fee
No cost to participate

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

Registration
SCG members: Register online (you must log in to your SCG account to register).
NCG & SDG members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
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.

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