eConference
2023 Nonprofit Organizations Fundamentals eConference
Contains material from Mar 2023 to Aug 2023
2023 Nonprofit Organizations Fundamentals eConference
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The 2023 Nonprofit Organizations Fundamentals Workshop is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 11.00
- Credit Info
- TX, CA, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 2/28/2025
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1.
Understanding the 501(c) and Governmental Entity Universe (Mar 2023)
Jonathan S. Blum, Neely D. Duncan
1.00
0.00
0.00
1.00
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Session 1
—56 mins
1.00
Understanding the 501(c) and Governmental Entity Universe (Mar 2023)
A primer on tax exempt organizations, including an overview of the most common exemptions under 501(c), and a more detailed look at the varied types of 501(c)(3) organizations and their distinguishing characteristics. Share practical insights into setting up new tax exempt organizations and lessons learned from both attorney and accountant perspectives.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Jonathan S. Blum,
Polsinelli PC - Dallas, TX
Neely D. Duncan,
FORVIS - Dallas, TX
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2.
Form 990 Workshop (Aug 2023)
Melva Scott, Harrison M. Smith
1.00
0.00
0.00
1.00
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Paper
(pdf)
12 pgs
Session 2
—61 mins
1.00
Form 990 Workshop (Aug 2023)
Walk through Form 990, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.
NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Melva Scott,
Ernst & Young LLP - Fort Worth, TX
Harrison M. Smith,
Schmoyer Reinhard LLP - Fort Worth, TX
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3.
Form 990-PF Workshop (Mar 2023)
Mike Sales, Chelsey Ziegler-Scaffidi
1.00
0.00
0.00
1.00
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Session 3
—60 mins
1.00
Form 990-PF Workshop (Mar 2023)
Walk through Form 990-PF, including tips for filling out key sections, policies, financials, compensation, etc., as well as guidance in gleaning key information when reading a completed form. Space is limited.
NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Mike Sales,
Ernst & Young LLP - Iselin, NJ
Chelsey Ziegler-Scaffidi,
Heising-Simons Foundation - Los Altos, CA
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4.
Public Charities: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
Michaela J. Cromar, Doug Jones
1.00
0.00
0.00
1.00
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Session 4
—60 mins
1.00
Public Charities: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
A discussion of what it takes to be tax exempt and to stay that way.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Michaela J. Cromar,
CliftonLarsonAllen LLP - Fort Worth, TX
Doug Jones,
Husch Blackwell LLP - Austin, TX
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5.
Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
Jody Blazek, Katherine E. David
1.00
0.00
0.00
1.00
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Paper
(pdf)
5 pgs
Session 5
—60 mins
1.00
Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
A discussion of what it takes to be tax exempt and to stay that way.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Jody Blazek,
Blazek & Vetterling - Houston, TX
Katherine E. David,
Steptoe & Johnson PLLC - San Antonio, Texas
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6.
Charitable Solicitation Regulation for Public Charities (Mar 2023)
Daniel Buchner, Karen I. Wu
1.00
0.00
0.00
1.00
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Session 6
—60 mins
1.00
Charitable Solicitation Regulation for Public Charities (Mar 2023)
An overview of the regulatory framework governing charitable fundraising, including the types of activities that are regulated, state registration and reporting requirements, fundraising contracts, and solicitation disclosures. Examine how charitable solicitation activities on the internet are being regulated.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Daniel Buchner,
World Wildlife Fund - Washington, DC
Karen I. Wu,
Perlman & Perlman, LLP - Washington, DC
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7.
Grantmaking Basics for Private Foundations (Mar 2023)
Janna Freed, Shelley Sweatt
1.00
0.00
0.00
1.00
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Session 7
—60 mins
1.00
Grantmaking Basics for Private Foundations (Mar 2023)
An overview of the legal rules for private foundations, and how they tie into the grant development and diligence process, with an interactive discussion of some real-life grantmaking challenges and how to approach them.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Janna Freed,
Walton Family Foundation - Jersey City, NJ
Shelley Sweatt,
The Priddy Foundation - Wichita Falls, TX
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8.
Form 990 Workshop (Mar 2023)
Nykolas McKissic, Patrick Shields
1.00
0.00
0.00
1.00
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Session 8
—60 mins
1.00
Form 990 Workshop (Mar 2023)
NOTE: All Form 990 Workshops cover the same material. Select only one on the order form.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Nykolas McKissic,
Polsinelli PC - Dallas, TX
Patrick Shields,
Ernst & Young LLP - Dallas, TX
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9.
Form 990-PF Workshop (Mar 2023)
Jorge Lopez, Jennifer D. Rhoderick
1.00
0.00
0.00
1.00
Session 9
—63 mins
1.00
Form 990-PF Workshop (Mar 2023)
NOTE: All Form 990-PF Workshops cover the same material. Select only one on the order form.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Jorge Lopez,
John D. and Catherine T. MacArthur Foundation - Chicago, IL
Jennifer D. Rhoderick,
Ernst & Young LLP - Indianapolis, IN
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10.
IRS Audits for Public Charities (Mar 2023)
Katy Brown, R. Bradley Fletcher
1.00
0.00
0.00
1.00
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Session 10
—61 mins
1.00
IRS Audits for Public Charities (Mar 2023)
Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Katy Brown,
Armanino LLP - San Francisco, CA
R. Bradley Fletcher,
Steptoe & Johnson PLLC - Dallas, TX
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11.
IRS Audits for Private Foundations (Mar 2023)
Kurt Coburn, Norah L. Jones
1.00
0.00
0.00
1.00
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Session 11
—60 mins
1.00
IRS Audits for Private Foundations (Mar 2023)
Audit preparedness should be at the center of any good compliance regime for a private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Kurt Coburn,
Blazek & Vetterling - Houston, TX
Norah L. Jones,
C3 Legal - Chicago, IL