Philanthropy Southwest is pleased to present this upcoming webinar:
Deciphering the Form 990
Wednesday, September 11 from 1:00 pm - 2:00 pm CT / 12:00 pm - 1:00 pm MT
Join us for a special presentation and conversation about the IRS Form 990 and its schedules. Taught from the perspective of a foundation that is considering a grant request, this seminar will look at the various areas of the 990 form that provide information and insight about the activities, financial status, and governance of the applicant, as well as items that could raise concerns.
There will be a Q&A section at the end of the webinar, so please submit your questions in advance to firstname.lastname@example.org.
Neely D. Duncan, CPA, CFE FCPA
Not-for-Profit, Higher Education & Public Sector
Partner, BKD CPAs & Advisors
Kevin R. Ensminger, CPA
Director, BKD CPAs & Advisors
Our highly distinguished presenters from BKD CPAs & Advisors will be Neely Duncan, CPA, CFE FCPA and Kevin Ensminger, CPA. Ms. Duncan is a Partner and member of BKD’s National Not-for-Profit Group. She has more than 18 years of audit and advisory experience in public accounting and her expertise includes financial statement audits, single audits, grants management and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning and tax-exempt matters for a wide range of not-for-profit entities. Mr. Ensminger is a Director and BKD’s South Region Leader for the Tax-Exempt Organization practice. He is a member of BKD’s National Not-for-Profit Group, National Governmental Group and National Health Care Group. He has more than 10 years of experience focusing primarily on tax compliance, tax consulting and wealth management services. He performs comprehensive reviews of tax returns and financial information to determine compliance with taxing authorities and identify opportunities for further financial growth.
Philanthropy Southwest extends its thanks to Westwood Wealth Management for their generous sponsorship of this webinar.