This is a webcast of the live New York session.Why you should attend
Nonprofit organizations continue to face heightened scrutiny and complex regulatory guidelines. Nonprofit Organizations 2013: Form 990 Reporting, Governance, and Compensation Issues will provide you with practice advice and updates on the latest developments in the preparation of the Form 990, nonprofit governance, and nonprofit compensation, along with other unique financial and regulatory issues that impact the nonprofit sector.
What you will learn
- Form 990 update, issues, and solutions
- Financial developments that impact nonprofit organizations
- Compensation issues: federal and state statutory framework , what is “reasonable” compensation, proper financial reporting
- Nonprofit governance developments and best practices
Who should attend
Attorneys who advise nonprofit organizations, work for a nonprofit organization , or serve ( or would like to serve) on a nonprofit board.
PLI Group Discounts
Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.
PLI Can Arrange Group Viewing to Your Firm
Contact the Groupcasts Department via email at groupcasts@pli.edu for more details.
Cancellations
All cancellations received 3 business days prior to the program will be refunded 100%. If you do not cancel within the allotted time period, payment is due in full. You may substitute another individual to attend the program at any time.
November 6, 9:00 a.m. - 12:15 p.m. (E.S.T.)
9:00 Form 990 Update
- Recent IRS changes
- Schedule L and R reporting: who are related parties?
- Schedule D: endowment presentation – what to look for
- Schedule F: what foreign activities should be reflected?
Julie L. Floch, Robin F. Krause
10:00 Nonprofit Governance Update
- Dual state and federal regimes
- Duties of directors
- Conflicts of interest
- Impact of state law versus federal tax law on Board roles and responsibilities
- IRS Form 990 governance and solicitation reporting
Seth Perlman, Professor Dana Brakman Reiser
11:00 Break
11:15 Compensation Issues
- Recent developments
- Form 990, schedule J concerns regarding compensation
- Issues to consider in avoiding intermediate sanctions
- Proper financial reporting of compensation
- State law and regulatory issues
David G. Samuels, Jean L. Tom
PLI makes every effort to accredit its Live Webcasts. Please check the CLE Calculator above for CLE information specific to your state.
PLI's Live Webcasts are approved for MCLE credit (
unless otherwise noted in the product description) in the following states/territories: Alabama, Alaska, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois, Indiana
1, Iowa*, Kansas*, Kentucky*, Louisiana, Maine*, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Carolina, North Dakota, New Hampshire*, New Jersey, New Mexico, Nevada, New York
2, Ohio
3, Oklahoma, Oregon*, Pennsylvania
4, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia
5, Virgin Islands, Washington, West Virginia, Wisconsin, and Wyoming*.
*PLI will apply for credit upon request.
Arizona: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.
Arkansas and Oklahoma: Audio-only live webcasts are not approved for credit.
1Indiana: Considered a distance education course. There is a 6 credit limit per year.
2New York: Newly admitted attorneys may not take non-transitional course formats such as on-demand audio or video programs or live webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.
3Ohio: To confirm that the live webcast has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per biennial compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.
4 Pennsylvania: A live webcast may be viewed individually or in a group setting. Credit may be granted to an attorney who views a live webcast individually. There is a 4.0 credit limit per year for this type of viewing. A live webcast viewed in a group setting receives live participatory credit if the program is open to the public and advertised at least 30 days prior to the program. Live webcasts viewed in a group setting that do not advertise at least 30 days prior the program will be considered "in-house", and therefore denied credit.
5Virginia: All distance learning courses are to be done in an educational setting, free from distractions.
Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon and keynote speakers.
Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, refer to your state CLE website or call Customer Service at (800) 260-4PLI (4754) or email: info@pli.edu.
If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.