2015 Demystifying Financial Statements and the Form 990

2015 Demystifying Financial Statements and the Form 990

Thursday, August 27, 2015 -
8:30am to 12:00pm CDT
Dallas, TX
Communities Foundation of Texas, The Mabel Peters Caruth Center
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How well do you know the 990?  This seminar will explore examples of hidden secrets in the financial statements and the Form 990 to teach grant officers, trustees, and anyone in the private foundation space to read financials and tax returns with greater insights.  

During this session attendees will be taught how to:
  • Identify negative and positive trends in liquidity and restrictions on assets
  • Gain an understanding of the nonprofit audit process and financial control issues
  • Discern how financial information is presented differently in the audit vs. the Form 990 of grantees and the impact this has on the ability to analyze such information
  • Analyze and use Form 990 to identify “red flags” with regard to compliance with exemption standards, the public support test, and more. 

This interactive session on reading and understanding nonprofit audited financial statements and balance sheets will be led by Kay Walther and Amanda Adams, partners in Blazek & Vetterling, a Houston CPA firm recognized as a national leader in the field that focuses exclusively on tax-exempt organizations.   

When:  Thursday, August 27, 2015
8:30am Check in and Breakfast
9:00am – 12:00pm Seminar
Communities Foundation of Texas
The Mabel Peters Caruth Center
5500 Caruth Haven Lane
Dallas, TX 75225
$295 members / $395 non members
Includes breakfast and all materials
Qualifies for 3 CPE hours
No refunds after August 13, 2015
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