IRS Form 990 Walkthrough With A CPA

Presented in partnership with Fresh Arts

Missed the event? View the recording on our YouTube channel.

Part three of a three part financial series for nonprofits.
View the recording of part one here.
View the recording of part two here.

We’re ending our nonprofit series by breaking down some of the most important knowledge a nonprofit leader could possess… How to complete an IRS Form 990 charitable organization tax return.

Whether your organization files the 990 itself or pays a CPA, every nonprofit leader should recognize the critical reporting items. Understanding what’s expected by the IRS makes end of year reporting easier and ensures compliance with maintaining 501c3 status.

Houston’s esteemed arts nonprofit CPA and popular TALA presenter Kathy Ploch will walk us through the 990 pointing out important items of which nonprofit staff should be aware. Don’t miss the opportunity to hear directly from a CPA about what you should do to make tax time simpler for 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 small nonprofit 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 served as the Society’s President in 2009-2010.

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.