2022 Form 990 Overview: A Walk through of Form 990 and Common Schedules (Completed)

Date: Wednesday, April 19, 2023
Instructor: Carolyn Fjelstad, Clark Nuber, Ben Kone
Begin Time:  11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

In this course we will have a brief discussion on the different Forms available for annual compliance and their respective thresholds for filing. Most of our time will be dedicated to a detailed discussion on the Form 990, core pages, and the list of expansive schedules that may be included with yearly filing. We will select a few Schedules to have further detailed discussion on and the remainder will be a brief explanation of purpose.

Who Should Attend
CPAs, enrolled agents, tax return preparers, tax attorneys and financial advisors who work with not-for-profit organizations

Topics Covered

  • Annual compliance: Forms and requirements
  • Form 990, Core Form
  • Form 990, Required schedules

Learning Objectives

  • Understand the requirements for annual compliance and be able to identify the correct form depending on the activity of an organization
  • Gain familiarity of the Form 990
  • Identify and differentiate which Schedules are required annually


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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