IRS Form 990 Walkthrough With a CPA

A Guide to Understanding the Charitable Organization Tax Return We’ll break down one of the most important responsibilities of nonprofit leadership: understanding the IRS Form 990. Whether your organization prepares the 990 internally or works with a CPA, every nonprofit leader should be familiar with the key reporting requirements. Knowing what the IRS expects not only simplifies year-end reporting, but also helps ensure compliance and protects your organization’s 501(c)(3) status. Houston-based arts nonprofit CPA and longtime TALA presenter Kathy Ploch will guide participants through the Form 990, highlighting critical sections and common areas of concern for nonprofit staff and administrators. Hear directly from a CPA about what information matters most and how to make tax time more efficient for both you and your accountant. About the presenter: Kathy Ploch, CPA Kathy is a CPA at Durio and Korpal P.C. She previously spent 7 years as a Tax Compliance and Consulting Specialist at Harper & Pearson Company, P.C. She has been in public accounting preparing all types of taxes for 35 years and has worked with artists and small non-profit organizations for 20 years. Kathy is a Past President of TALA and has been a volunteer with the organization since 1999. She is a member of the Houston CPA Society and previously served as President. This project is generously funded by the National Endowment for the Arts and the Texas Commission on the Arts. To find out more about how National Endowment for the Arts grants impact individuals and communities, visit arts.gov.