eConference
2025 Nonprofit Organizations Fundamentals eConference (audio only)
Contains material from Feb 2025
2025 Nonprofit Organizations Fundamentals eConference (audio only)
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The 2025 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: Audio Slides
- Total Credit Hours:
- 4.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 1/31/2026
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1.
Texas Nonprofit Basics (Part 1): Entity Formation, Governance, and Fiduciary Duties (Feb 2025)
Katherine E. David, Elaine Sommerville
1.00
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1.00
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11 pgs
Session 1 —62 mins 1.00
Texas Nonprofit Basics (Part 1): Entity Formation, Governance, and Fiduciary Duties (Feb 2025)
A discussion about the types of entities that can be used to carry out nonprofit activities and the factors that should be considered when selecting among them. Recognizing that nonprofit corporations typically are the most appropriate choice, the panelists explain the role of a Board of Directors and offer suggestions for how to determine whether individual directors are abiding by their fiduciary duties.
Originally presented: Jan 2025 Nonprofit Organizations Fundamentals
Katherine E. David,
Steptoe & Johnson PLLC - San Antonio, Texas
Elaine Sommerville,
Sommerville & Associates, P.C. - Arlington, TX
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2.
Texas Nonprofit Basics (Part 2): Regulatory and Tax-Related Essentials (Feb 2025)
Kurt Coburn, Genevra Williams
1.00
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1.00
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Slides
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11 pgs
Session 2 —59 mins 1.00
Texas Nonprofit Basics (Part 2): Regulatory and Tax-Related Essentials (Feb 2025)
Deepen your understanding of essential regulatory and tax issues for Texas nonprofits. This session covers critical compliance considerations, including franchise and property taxes, sales tax exemptions, UBIT basics and proactive steps to manage fundraising and event-related risks.
Originally presented: Jan 2025 Nonprofit Organizations Fundamentals
Kurt Coburn,
Blazek & Vetterling - Houston, TX
Genevra Williams,
Mendrygal Law, PLLC - Dallas, TX
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3.
Federal Organization and Compliance for Nonprofits (Part 1): The Do’s and Don’ts for Obtaining Tax-Exempt Status (Feb 2025)
Neely D. Duncan, Nykolas McKissic
1.00
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1.00
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13 pgs
Session 3 —58 mins 1.00
Federal Organization and Compliance for Nonprofits (Part 1): The Do’s and Don’ts for Obtaining Tax-Exempt Status (Feb 2025)
Learn what nonprofit organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. Topics also include an overview of the application process, the different basis for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Learn about when it may be necessary from a liability standpoint to set up another entity.
Originally presented: Jan 2025 Nonprofit Organizations Fundamentals
Neely D. Duncan,
Forvis Mazars, LLP - Dallas, TX
Nykolas McKissic,
Holland & Knight LLP - Dallas, TX
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4.
Federal Organization and Compliance for Nonprofits (Part 2): Maintaining Tax-Exempt Status (Feb 2025)
Susanna Blackmon, Hamish Nieh
1.00
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1.00
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17 pgs
Session 4 —60 mins 1.00
Federal Organization and Compliance for Nonprofits (Part 2): Maintaining Tax-Exempt Status (Feb 2025)
Explore a high-level overview of the general compliance requirements in connection with maintaining tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. In particular, touch upon certain on-going federal and state-level reporting obligations, baseline operational and technical requirements, and governance practices.
Originally presented: Jan 2025 Nonprofit Organizations Fundamentals
Susanna Blackmon,
Blazek & Vetterling - Houston, TX
Hamish Nieh,
Fizer Beck - Houston, TX