How to Keep Form 990 Consistent with Your Financial Statements

Start time:
October 28, 2020 12:00 PM PST
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Pam Amado-demagajes, Moss Adams, 206-302-6339
Cost to attend:
Complimentary

Do your audited financial statements and Form 990 tell a consistent story about your organization? Where might they differ and why? During this webcast, we’ll compare and contrast some potential differences to help you understand how to complete the two correctly. We’ll discuss:

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

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, Senior Manager, Moss Adams

Matt has practiced public accounting since 2005. He specializes in serving various sectors within the not-for-profit and government industries. His clients include hospitals, health clinics, health plans, higher education institutions, foundations, associations, and certain municipal entities such as transit authorities, cities, and utilities. Matt’s experience includes preparation of financial statements, internal control examinations, and conducting audits in accordance with Government Auditing Standards and Single Audits of federal awards. Matt also provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.

Registration Form

 

CPE Information

Program Level:
Overview
Credits:
Accounting: 1
Delivery Method:
Webcast
Learning Objectives:

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; and describe impact on readers’ conclusions when reviewing audited financial statements versus Form 990.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Pam Amado-demagajes at 206-302-6339 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Applicable Industries