Year-End 990 Review – Are You Prepared?

The Nonprofit Leadership Forum presents, “Year-End 990 Review – Are You Prepared”, as part of the continuing educational series to enhance the success of San Diego’s nonprofit organizations.

Register Here

Join us for a complimentary lunch and informative panel discussion for those serving in the nonprofit sector as staff,  Board Members, Board Chairman or Executive Directors.

Date: Wednesday, February 5th
Time: 11:30 – 1:300PM
Location: San Diego Foundation
2508 Historic Decatur Road
Suite 200
San Diego, CA 92106

Topic: Year-End 990 Review – Are You Prepared?


~ Board Review Checklist

~ Reconciliation to the Financial Statements

~ Interested Person Queries

~ GuideStar Ratings


Robert Gellman, CPA, MST

CBIZ & Mayer Hoffman McCann P.C.

Robert (Bob) Gellman is a Shareholder of Mayer Hoffman McCann P.C. and a Managing Director at CBIZ, MHM, LLC.  Bob leads the San Diego Not-For-Profit Practice Group for tax services.  With over 25 years of tax and financial advisory experience, Bob helps a broad range of privately held clients develop tax and financial strategies consistent with their financial goals.

As the 5th largest accounting firm in San Diego, CBiz and Mayer Hoffman McCann have extensive experience providing accounting, tax and consulting services for not-for-profit organizations.

Jonathan A. Grissom

Higgs, Fletcher & Mack, LLP

Mr. Grissom’s primary practice areas are business and corporate law, real estate and tax.  Mr. Grissom represents a wide variety of public charities, private foundations, and other nonprofit organizations.  His experience includes advising and assisting clients concerning regulatory compliance, charitable solicitations, tax-exempt bond financings, endowment funds, grant making and contracts.

Mr. Grissom was a co-author of Advising California Nonprofit Corporations (2nd Edition), Continuing Education of the Bar.  This two-volume treatise addresses business and tax matters effecting nonprofit corporations.

Sofia Hinojosa, CPA

CBIZ & Mayer Hoffman McCann P.C.

Ms. Hinojosa is a Manager of CBIZ, MHM, LLC.  She has worked on a variety of tax compliance and consulting projects with range from corporate to individuals and estates to tax-exempt organizations.

Ms. Hinojosa spends a significant amount of time working on the tax compliance of some of the Firm’s largest nonprofit organizations.   She also focuses on the C-corporation arena and, as such, spends a significant portion of her time working on corporate compliance projects along with FAS 109/ASC 740 provisions for both privately-held and public companies.

The Nonprofit Leadership Forum is made possible by a partnership between Plumb and First Republic Bank.

For more information regarding Plumb’s Nonprofit Division, please click here.

Register today!