This course dives deep into key supplemental schedules of IRS Form 990, giving you clear insights into public support tests, lobbying activities, and essential financial and compensation disclosures. Learn the rules, spot common mistakes, and discover practical planning strategies to strengthen your nonprofit'sreporting and stay compliant. This session was recorded on May 29, 2025, for CalCPA'sNot-for-Profit Organizations Conference.
Learning Objectives
• Understand the purposes of IRS Form 990 supplemental schedules.
• Avoid pitfalls and common mistakes.
• Learn how to present your nonprofit favorably to the public.
Major Topics
• Understanding public support and Schedule A
• Reporting compensation accurately on Schedule J
• Disclosing lobbying activities on Schedule C
• Avoiding common mistakes in disclosures
• Clarifying related organization reporting rules
• Effective strategies for transparency and compliance
• Enhancing nonprofit planning through Form 990
