eCourse
Answer Bar: How to Protect Your Nonprofit
Contains material from Feb 2019 to Mar 2021
Answer Bar: How to Protect Your Nonprofit
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Session 1: Understanding the 501(c) and Governmental Entity Universe - An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.
Session 2: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing.
Session 3: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or 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.
Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Session 5: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Session 6: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.
Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Session 8: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.
Session 9: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions.
Session 10: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.
Session 11: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Session 12: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.
Session 2: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing.
Session 3: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or 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.
Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Session 5: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Session 6: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.
Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Session 8: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.
Session 9: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions.
Session 10: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.
Session 11: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Session 12: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.
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1.
Understanding the 501(c) and Governmental Entity Universe (Mar 2021)
Meghan R. Biss
1.00
0.00
0.00
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Session 1
—64 mins
Understanding the 501(c) and Governmental Entity Universe (Mar 2021)
An overview of the various types of tax-exempt organizations from 501(c)(3) public charities and private foundations to governmental organizations and beyond.
Originally presented: Jan 2021 Nonprofit Organizations Fundamentals
Meghan R. Biss,
Caplin & Drysdale, Chartered - Washington, DC
Show session details
2.
The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T (Feb 2020)
Pam Alexanderson, Juliette N. Voskanian
1.00
0.00
0.00
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Session 2
—62 mins
The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T (Feb 2020)
Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Pam Alexanderson,
Moss Adams - Albuquerque, NM
Juliette N. Voskanian,
PwC - Philadelphia, PA
Show session details
3.
IRS Audits (Mar 2021)
Christina N. Cahill, Kurt Coburn
1.00
0.00
0.00
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Session 3
—61 mins
IRS Audits (Mar 2021)
An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or 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 2021 Nonprofit Organizations Fundamentals
Christina N. Cahill,
Polsinelli PC - New York, NY
Kurt Coburn,
Blazek & Vetterling - Houston, TX
Show session details
4.
Perspectives from Former Regulators on Charitable Oversight (Feb 2020)
Chelsea R. Rubin, Susan K. Staricka
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 4
—63 mins
Perspectives from Former Regulators on Charitable Oversight (Feb 2020)
Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Chelsea R. Rubin,
Morgan, Lewis & Bockius LLP - Washington, DC
Susan K. Staricka,
Staricka Law, PLLC - Austin, TX
Show session details
5.
MASTER CLASS A: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis (Mar 2021)
Katherine Karl, John Sare, James P. Joseph
1.00
0.00
0.00
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Paper
(pdf)
5 pgs
Session 5
—58 mins
MASTER CLASS A: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis (Mar 2021)
This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Originally presented: Jan 2021 Nonprofit Organizations Institute
Katherine Karl,
The Humane Society of the United States - Washington, DC
John Sare,
Patterson Belknap Webb & Tyler LLP - New York, NY
James P. Joseph,
Arnold & Porter Kaye Scholer LLP - Washington, DC
Show session details
6.
Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks (Feb 2019)
Tomer Inbar, Michelle Michalowski
1.50
0.00
0.00
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Session 6
—98 mins
Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks (Feb 2019)
Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.
Originally presented: Jan 2019 Nonprofit Organizations Institute
Tomer Inbar,
Patterson Belknap Webb & Tyler LLP - New York, NY
Michelle Michalowski,
PwC - Washington, DC
Show session details
7.
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)
Jody Blazek, Nishka Chandrasoma
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 7
—42 mins
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)
Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Originally presented: Jan 2019 Nonprofit Organizations Institute
Jody Blazek,
Blazek & Vetterling - Houston, TX
Nishka Chandrasoma,
Ford Foundation - New York, NY
Show session details
8.
The Sky is Not Falling: Tools for Managing Risk (Feb 2019)
Katherine Karl, Nicola Fuentes Toubia
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 8
—45 mins
The Sky is Not Falling: Tools for Managing Risk (Feb 2019)
A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.
Originally presented: Jan 2019 Nonprofit Organizations Institute
Katherine Karl,
The Humane Society of the United States - Washington, DC
Nicola Fuentes Toubia,
Fuentes Toubia, PLLC - Houston, TX
Show session details
9.
This title is no longer available
1.00
0.00
0.00
Session 9
This title is no longer available
This description is no longer available
Originally presented: Jan 2021 Nonprofit Organizations Institute
Show session details
10.
UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance (Feb 2020)
Ray Bunyard, Justin J. Lowe
1.00
0.00
0.00
Preview Materials
Download session materials for offline use
Session 10
—57 mins
UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance (Feb 2020)
UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.
Originally presented: Jan 2020 Nonprofit Organizations Institute
Ray Bunyard,
Baylor Scott & White Health - Dallas, TX
Justin J. Lowe,
Ernst & Young LLP - Washington, DC
Show session details
11.
MASTER CLASS E: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
John E. Ansbach
1.00
1.00
0.00
Preview Materials
Download session materials for offline use
Session 11
—61 mins
MASTER CLASS E: Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Originally presented: Jan 2021 Nonprofit Organizations Institute
John E. Ansbach,
Stroz Friedberg - Dallas, TX
Show session details
12.
Investigations in Today's Woke Workplace (Feb 2019)
DeDe Church
1.00
1.00
0.00
Preview Materials
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Session 12
—59 mins
Investigations in Today's Woke Workplace (Feb 2019)
A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.
Originally presented: Jan 2019 Nonprofit Organizations Institute
DeDe Church,
DeDe Church & Associates, LLC - Austin, TX