Form 990: Best Practices for Accurate Preparation
Tuesday, August 30, 2022 | 8:30 am - 4:30 pm
Course # 131286 | by AICPA
Members SAVE $0
Speakers: Martin Birr
Time: 8:30 am - 4:30 pm
Total Credits: 8.0
Earn Up To: 8.0 OT credits
Level: Basic
Vendor: AICPA

What you will learn

When you complete this course you will be able to:

  • Identify the filing requirements for Form 990, Form 990-EZ, and Form 990- N.
  • Determine best practices for completing the core form.
  • Recognize risks in preparing Form 990 and identify certain reporting red flags.
  • Identify 990 definitions and tax conventions employed in reporting on all aspects of financial statements (Parts VIII, IX, and X).
  • Recognize how to prepare for the most common Schedules that typically apply to 990 filers: identification of public charity status (Schedule A); reporting on donors (Schedule B); financial statement line items (Schedule D); reporting on fundraising events, gambling, and use of professional fundraisers (Schedule G); grant-making (Schedule I); and capture of property ("non-cash") contributions (Schedule M).


In basic terms, Form 990 is the annual federal return that is required to be filed by all types of exempt organizations. The course takes the participant through the basics of Form 990. It covers the complete form and all the accompanying schedules. The course goes line by line through the Form 990 and offers explanations and tips for accurate completion. Participants will gain an understanding of the tax and practical points essential to completion of the Form 990 which has a 12-page core form and 16 schedules.


Advanced Preparation:

Register early to take advantage of the best price! Please note, discounted pricing is already reflected in the online price. No promo code is needed.
Through August 2: $279 MICPA Members/ $429 Non-Members
August 3 - August 16: $299 MICPA Members/ $449 Non-Members
August 17 - August 30: $319 MICPA Members/ $469 Non-Members
  • Form 990 filing requirements
  • Form 990 preparation sequencing and how to pull together necessary data
  • Keys to getting Form 990 preparation correct the first time
  • Addressing presence of related organizations
  • Identification of managers and measurements of their compensation
  • Form 990 versus books-and-records financial statement detail
  • Disclosures of governance inputs and Boards’ employ of policies
CPAs, attorneys, and nonprofit managers
  • Martin Birr
MICPA delivers the highest quality education experience. If you are not satisfied with your course, call us at 1.855.594.4273. We will make it right.