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eConference

2024 Nonprofit Organizations Fundamentals eConference

Contains material from Apr 2024
2024 Nonprofit Organizations Fundamentals eConference
4.4 out of 5 stars
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Very good refresher on basic principles

Nice conversational tone by presenters.

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The 2024 Nonprofit Organizations Fundamentals 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.

Includes: Video Captions Audio Transcript Paper Slides

Archived Material
Self-Study Use Only

The accreditation period for this eConference has expired and it is no longer available for credit.
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Sessions

1. Setting Up a Nonprofit: State Law and Organizational Issues and Considerations (Apr 2024)

Harrison M. Smith, Elaine Sommerville

1.00 0.00 0.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 9 pgs
Slides (pdf) – 10 pgs

Session 1 —64 mins

Setting Up a Nonprofit: State Law and Organizational Issues and Considerations (Apr 2024)

Establishing a solid legal and tax foundation is essential for nonprofits. This presentation addresses how to prevent organizational building blocks from becoming missional roadblocks.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Harrison M. Smith, HMS Law - North Richland Hills, TX
Elaine Sommerville, Sommerville & Associates, P.C. - Arlington, TX

2. Applying for and Maintaining Tax-Exempt Status (Apr 2024)

Michaela J. Cromar, Katherine E. David

1.00 0.00 0.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 19 pgs

Session 2 —60 mins

Applying for and Maintaining Tax-Exempt Status (Apr 2024)

Hear what you need to know to become tax exempt and to stay that way.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Katherine E. David, Steptoe & Johnson PLLC - San Antonio, Texas

3. The Form 990 Series (Apr 2024)

Barbara Murphy, Genevra Williams

1.00 0.00 0.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 25 pgs

Session 3 —59 mins

The Form 990 Series (Apr 2024)

This session covers the fundamentals of the Form 990, with an emphasis on the essential information that every director, officer, fundraiser, and staff member must understand. Hear how the Form 990 is simultaneously a public relations tool for potential donors and a compliance roadmap, both internally (for staff) and externally (for regulators).

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Barbara Murphy, Blazek & Vetterling - Houston, TX
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX

4. When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues (Apr 2024)

Pam Alexanderson, Nykolas McKissic

1.00 0.00 0.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 11 pgs

Session 4 —58 mins

When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues (Apr 2024)

This session discusses the legal and accounting implications that one should consider when a tax-exempt nonprofit corporation decides to merge with another non-profit, dissolve or undertake other formation changes. When a significant change in formation and/or structure occurs, public charities and private foundations will need to follow steps to execute the change in a legal, efficient, and beneficial manner, and this session discusses these steps so you and your organization are prepared should you decide to pursue a significant change in formation and/or structure.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Pam Alexanderson, Moss Adams - Albuquerque, NM
Nykolas McKissic, Holland & Knight LLP - Dallas, TX