The Greater New Orleans Foundation Organizational Effectiveness Initiative (OE) is happy to partner with Bonnie Wylie & Sean O’Neill on a workshop on how to maximize the Form 990 to tell your nonprofit story.
The Form 990: It’s more than a required tax form
Wednesday, March 22, 2017
Center for Philanthropy (Greater New Orleans Foundation’s new building)
If your organization has a calendar year end and is required to file the Form 990, then you know it is due on May 15th! The Form 990, Return of Organization Exempt From Income Tax, was expanded and revised beginning in 2008 tax years to ensure that nonprofits follow the policy requirements imposed by the Sarbanes-Oxley Act. The Form 990 is intended to make nonprofits transparent, efficient, and use good governance practices. It is also a nonprofit’s annual report to the community. If it is prepared effectively, the Form 990 can communicate a compelling mission, provide insight into the organization’s operations, and convey that best practices are being implemented. However, if it is not prepared well, it can provide information to the IRS that an examination is warranted. Even if the IRS doesn’t warrant examination, the public may call into question your activities and expenditures.
This workshop is for organizations required to file the Form 990 and is designed for staff and board members charged with completing the Form 990 or who are working with a CPA to complete the form. This workshop is free, however registration is required: click here to register. If you have questions about the workshop, please contact Rachel Swan at 504-598-4463 or and for more information
About the Trainers
Bonnie has over thirty years of experience in tax. Before joining Lukinovich Law, she worked as a Director with the regional firm, LaPorte CPAs and Business Advisors. Her prior experience also included working with a national accounting firm. She has extensive experience in all aspects of nonprofit, individual, estate, trust, and tax compliance. She specializes in nonprofit tax consulting and compliance as well as charitable gift planning. She works with nonprofit organizations and boards to address issues such as joint ventures, UPMIFA, mergers, executive compensation, intermediate sanctions, unrelated business income, IRS audits, and foreign tax compliance, to name a few. She is a frequent lecturer and provides individualized training to boards and nonprofits. Her commitment to nonprofits does not end at work, but extends to her active involvement in the community.
Bonnie received her Bachelor of Science and Bachelor of Music from Loyola University, her Juris Doctorate from Loyola University, and her LL.M. in taxation from Georgetown University Law Center. She has been certified by BoardSource to be one of their governance trainers, and she earned the AICPA Nonprofit Certificate as well as a nonprofit management certificate. In March 2009, she published an article in the Journal of Accountancy, “The Redesigned Form 990, Advising Nonprofit Organizations.” She was the recipient of the Order of St. Louis medallion in recognition of her service in the Archdiocese of New Orleans.