Wednesday, April 22, 2015, 9:00 – 11:00 a.m.
Registration closes Tuesday, April 21 at noon. A wait list will be created as necessary.
Hosted by North Park University, Chicago, IL
Free Workshop; RSVP Required
(no more than 2 individuals per organization, please)
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 an organizational insider – staff, board member, long-time volunteer – learn what external parties – donors, prospective donors, foundations and charity watchdog groups – look for when reviewing an organization’s Form 990.
Who Should Participate: Anyone interested in increasing their comprehension about the IRS Form 990
About the Presenter: James G. Quaid, CPA is a Director with Ostrow Reisin Berk & Abrams, Ltd. (ORBA). Jim is the ORBA’s co-leader of the Not-For-Profit Group. His experience includes providing auditing, accounting and tax services for not-for-profit organizations, including charter schools, other educational institutions, associations, civic and cultural organizations, foundations, and social service agencies. 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. He helps 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.