ONLINE: Form 990 Questions & Answers

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Form 990 Questions & Answers about key pages and compliance tests

What are the four key pages you should understand in a nonprofit tax return? 

Where do you look in the tax return to find the public support test, community benefit test, organized and operated test, lobbying test, discrimination test and commerciality test? 

What are the IRS rules for board independence? 

How can your tax return be a fundraising tool and present your organization in the best light to potential donors?

This presentation will help non-CPA’s more easily navigate the key pages in a nonprofit tax return.  Two nonprofit specialists will answer your questions. Also, we will discuss 990 basics like required schedules, the governance & policy pages and potential IRS audit red flags.  And, we could include a brief update on Margaret Von Lienen's (new IRS EO Director) new data driven audit selection process, and on the Trump administration’s policy on no new IRS Regulations, called the “Two for One” rule.

Join us for this interactive workshop, together we are smarter and stronger.


Offered as part of the Washington Nonprofits Free Monthly Webinar series




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Email us or give us a call (855-299-2922) and we will walk you through the registration, help you test your computer, and be sure you're ready to join the webinar on November 1st.

About the Presenter

howard-donkin-340x400Howard Donkin, CPA

Jacobson Jarvis & Co

Howard Donkin, Tax Partner, brings more than 20 years of experience serving the not-for-profit community, and is nationally recognized for his work with not-for-profit organizations in the areas of tax, accounting, consulting and software. Howard also has considerable experience working with the IRS Tax Exempt Entities Division, helping charities resolve tax problems involving filing issues, determination letters, public support tests and penalty abatement. He is a frequent speaker and writer on matters concerning the not-for-profit community. He enjoys working with all types of charitable organizations, but particularly enjoys working with educational and arts organizations.

Kari Moore

Kari Moore, CPA

Jacobson Jarvis & Co

Kari Moore, CPA is the Tax Manager at Jacobson Jarvis & Co, PLLC. Kari focuses on tax services and QuickBooks assistance for not-for-profit organizations, but is also widely experienced with trust, business and individual tax returns. Kari earned her B.S. in accounting from the University of Oregon and is nearing completion of her coursework for a Master’s in Taxation from Golden Gate University.
Kari is a regular contributor to the Washington Society of Certified Public Accountants’ not-for-profit committee and a member of the American Institute of Certified Public Accountants.


  • When

  • Wednesday, December 6, 2017
    12:00 PM - 1:00 PM
    Pacific Time

  • Where

  • Online through Adobe Connect

About Washington Nonprofits Free Monthly Webinars

Washington Nonprofits hosts one free webinar every month in order to bring important nonprofit topics to the desks of nonprofit staff and volunteers across Washington State. We invite nonprofit leaders, consultants, and other professionals to share their knowledge in ways that can be immediately applied within nonprofits of various sizes. All past webinars are archived on our Vimeo channel. The Washington Nonprofits Free Monthly Webinar series is made possible through the support of our members and education funders.

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