This session comprises one of four Form 990 Master Classes available to those wanting intermediate-to-advanced training on the 990’s most difficult arenas.
In reporting the filer’s “Managers” by name and providing their compensation, identification of only some of those “Managers” – those with “current” status as Trustees-Directors and/or Officers – is likely to be relatively easy. Way more complexity comes to bear when ascertaining potential Key Employees and qualifying them for such status, and also in finding and proving a filer’s “formers.” Such tasks are typically formidable in the presence of RELATED ORGANIZATIONS and/or when THIRD PARTY PAYORS for such individuals’ services are or have been involved. In those scenarios, accessing a managers’ “reportable compensation” and “other compensation” may be difficult to obtain; and applying the three relevant exceptions to compensation disclosure can be torture.
If all of that seems exhausting, take heart! The author/presenter here shares her experience and practical tips via extensive materials and comprehensive explanation of ALL relevant definitions, exceptions, and reporting demands made via Part VII-A and Schedule J’s Part II.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
After attending this presentation you will be able to…
The major topics that will be covered in this class include:
Dual courses – EB9FD225 (Reporting Managers & Their Compensation: Form 990 Part VII-A) & EB9FDN12 (Finding & Reporting Filers’ Related Orgs), similar CPE training, or experience with the relevant instructions and their application
Public accounting tax and audit staff, and nonprofit organization’s Treasurers, CFOs and finance/compliance advisors