Understanding Your Form 990

Registration is closed. Thank you for your interest.

Wednesday, April 26, 2017, 9 - 11 a.m.

Hosted at 225 W Washington St, Chicago, IL 60606 (Downtown location)

Free Workshop - RSVP Required

(Please, no more than 2 individuals per organization)

About this Session: Most tax-exempt organizations are required to file a Form 990 with the IRS, a resource open and available to the public. Since the Form 990 is one of the ways an organization “tells its story,” it is important to have an understanding of this document. As a key member of the organization – staff, board member, long-time volunteer – learn what external parties – donors, prospective donors, charity watchdog groups and the media – look for when reviewing an organization’s Form 990.

Who Should Participate: Anyone interested in increasing their knowledge about IRS Form 990

About the Presenters: Jim Quaid, CPA, is a Director at Ostrow Reisin Berk & Abrams, Ltd. (ORBA), Certified Public Accountants, and is the firm’s co-chair of the Not-For-Profit Group. Jim’s experience includes providing auditing, accounting and tax services for nonprofit organizations, including social service agencies, charter schools, associations, foundations and civic and cultural organizations. Jim’s experience enables him to advise his clients about new funding streams, the best course when looking to provide a new service or program, and effective ways to undertake strategic or operational changes. Throughout his career, Jim has helped his clients address the needs of various stakeholders, including: board members, staff, donors, recipients, governmental or oversight agencies, and the public at large. Jim is a graduate of Marquette University and serves on its Accounting Advisory Board.

Tanya Gierut, CPA, Tax Professional, joined the auditing team at ORBA in 2007. In her capacity as a tax professional, Tanya performs audits, reviews and compilations for clients in both nonprofit and for-profit industries. Her nonprofit experience includes charitable organizations, associations, universities and charter schools. Tanya’s for-profit experience includes manufacturing, retail and restaurant industries. She also has experience preparing tax and information returns for not-for-profit organizations, as well as individuals, partnerships, corporations and trusts.