Nonprofit Lunch & Learn: Recap & Photos

The Nonprofit Leadership Forum, which is made possible by TAGFirst Republic Bank and The San Diego Foundation, hosted “Year-End 990 Review – Are You Prepared?” on Wednesday, February 5th, 2014.

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Speakers Included:

  • Robert Gellman, CPA, MST  ~ CBIZ MHM, LLC
  • Jonathan Grissom ~ Higgs, Fletcher & Mack, LLP
  • Sofia Hinojosa, CPA ~ CBIZ MHM, LLC





The Tax Preparation Project – Initial Considerations

  1. Prior Year’s 990 Review for Key Issues
  2. Setting a Timeline
  3. Information Exchange
  4. Draft Review
  5. Board Approval and Filing
  6. Information Gathering

Information Gathering

  1. Program Statistics
  2. Interested Person Queries
  3. Marketing/Business Development Input

Tax Return Rough Draft Review

  1. Reconciliation to the Financial Statements
  2. Evaluation of Key Schedules
  3. Information Presentation

Tax Return Final Draft Review

  1. Board Mandate
  2. Governance Protocol
  3. Review Committee (Audit, Finance, Ad Hoc?)
  4. Review Checklist
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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.