Private Foundations and Form 990-PF


Instructor: Tracy Paglia
Product ID: 705653
Training Level: Intermediate

  • Duration: 60 Min
This IRS form 990 webinar will discuss how to fill core Form 990, the complex elements of the form, the governance/insider compensation rules for exempt status , current areas of IRS focus and exam activity, how to avoid common mistakes that can increase your organization’s audit risk, best practices to consider in return preparation, and how the story your Form 990 is telling about your organization.
Last Recorded Date: Aug-2018


1 Person Unlimited viewing for 6 month info Recorded Link and Ref. material will be available in My CO Section
(For multiple locations contact Customer Care)

Downloadable file is for usage in one location only. info Downloadable link along with the materials will be emailed within 2 business days
(For multiple locations contact Customer Care)



Customer Care

Fax: +1-650-362-2367

Email: [email protected]

Read Frequently Asked Questions

Why Should You Attend:

Non profits having tax-exempt status do not pay federal taxes, but they have to file an information form with the IRS called 990. This is because by filing the 990 makes sure that nonprofits conduct their business which is consistent with their public responsibilities.

The IRS Form 990 is a valuable information gathering tool for the IRS to confirm organizations are meeting their nonprofit requirements. It's also important to donors and rating agencies in assessing and reporting the health of organizations. This IRS Form 990 webinar will discuss the complexities of filling Form 990, the common mistakes and how to de-risk in preparing the Form 990 by identifying red flags and best practices of return preparation.

Areas Covered in the Webinar:

  • How to Correctly complete the core Form 990
  • Deep Understanding of the more complex elements of the Form
  • Learn the basic elements of the most often used Form 990 schedules
  • Beyond the numbers: sections of the Form 990 to consider in telling the organization’s story
  • Best practices in Form 990 presentation and common pitfalls
  • How the organization’s Form 990 is used by reporting agencies: What does the IRS focus on
  • Updates on areas of focus by the IRS and how these are disclosed on the Form 990
  • What all required governance/insider compensation rules to satisfy for your organization’s exempt status
  • Learn about all the resources available to exempt organizations
  • Understand how to mitigate risk in preparing the Form 990 by identifying certain reporting and analytical red flags
  • Understand the process of creating a new public charity, including the tax exemption process from a federal perspective

Who Will Benefit:

  • Private foundation compliance officers
  • CPAs
  • Enrolled Agents
  • Tax Return preparers
  • Tax Attorneys
  • Financial advisors who work with tax-exempt organizations
  • Staff or seniors in public practice who are new to nonprofit issues
  • Managers, senior managers, directors or partners in public practice
Instructor Profile:
Tracy Paglia

Tracy Paglia, CPA
Tax partner, Moss Adams LLP

Tracy Paglia, CPA, is a tax partner with Moss Adams LLP. She has over 21 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates and donors. Her expertise includes areas such as attaining, maintaining and termination of tax exempt status, planning for and reporting unrelated business income, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors.

Tracy is a highly-rated national speaker on tax exempt issues. Her teaching and speaking experience includes sessions for the National Association of College and University Business Officers, the American Institute of CPAs, Council on Foundations, LeadingAge and American Society of Association Executives.

Tracy is based in Stockton, California and is an associate member of the AICPA's Technical Resource Panel. Tracy has a bachelor degree in accounting from the University of Idaho, is a member of the American Institute of CPAs and the California State CPA Society, and holds CPA licenses in Oregon and California.

Form 990 - An organization that normally has $50,000 or more in gross receipts and that is required to file an exempt organization information return must file either Form 990, Return of Organization Exempt from Income Tax, or Form 990-EZ, Short Form Return of Organization Exempt from Income Tax.

Follow us :


More Training By Experts



Refund Policy

Our refund policy is governed by individual products and services refund policy mentioned against each of offerings. However in absence of specific refund policy of an offering below refund policy will be effective.
Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange. Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time. On-Demand Recording purchases will not be refunded as it is available for immediate streaming. However if you are not able to view the webinar or you have any concern about the content of the webinar please contact us at below email or by call mentioning your feedback for resolution of the matter. We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-717-2436 (Toll Free).




6201 America Center Drive Suite 240, San Jose, CA 95002, USA

Follow Us

facebook twitter linkedin youtube


Copyright © 2023 MetricStream
Our Policies: Terms of use | Privacy

PAYMENT METHOD: 100% Secure Transaction

payment method