The Nonprofit Leadership Forum, which is made possible by TAG, First Republic Bank and The San Diego Foundation, hosted “Year-End 990 Review – Are You Prepared?” on Wednesday, February 5th, 2014.
Speakers Included:
- Robert Gellman, CPA, MST ~ CBIZ MHM, LLC
- Jonathan Grissom ~ Higgs, Fletcher & Mack, LLP
- Sofia Hinojosa, CPA ~ CBIZ MHM, LLC
Agenda:
The Tax Preparation Project – Initial Considerations
- Prior Year’s 990 Review for Key Issues
- Setting a Timeline
- Information Exchange
- Draft Review
- Board Approval and Filing
- Information Gathering
Information Gathering
- Program Statistics
- Interested Person Queries
- Marketing/Business Development Input
Tax Return Rough Draft Review
- Reconciliation to the Financial Statements
- Evaluation of Key Schedules
- Information Presentation
Tax Return Final Draft Review
- Board Mandate
- Governance Protocol
- Review Committee (Audit, Finance, Ad Hoc?)
- Review Checklist
Save the Date:
Nonprofit Leadership Forum
Wednesday, June 4, 2014
The San Diego Foundation
Topic: Fundraising Strategies for Donor Cultivation
If you have any questions regarding Form 990 preparation or nonprofit accounting solutions, please contact us.