Governance and Form 990: Understanding the Why and the What

The Nonprofit Management Center of the Permian Basin, Midland, Texas

This PowerPoint kicks off by exploring the duties of care, loyalty, and obedience; runs through best practices when drafting policies, keeping corporate records, and considering other governance matters; and, finally, enters the red zone with a ‘glance’ at the Form 990, highlighting key considerations of the 11-page core form.

Public Charities and Private Foundations

136390931On January 25, 2014 I had the pleasure of presenting an overview of the planning opportunities with public charities and private foundations to the Southwest Regional Education Conference of the American Association of Attorney-Certified Public Accountants at Texas A&M Law School in Fort Worth.  It was an early Saturday morning (after having 16 6th graders from my son’s church youth group spend the night!) but a good discussion.  I appreciated the opportunity.  The presentation materials can be found at the following links.

Paper

PowerPoint Deck

 

Article: Public Charity Basics

The middle of January is the annual University of Texas Nonprofit Organizations Institute in Austin.  It i a terrific conference with lots of valuable and timely information.  It is a regular appointment on my calendar (and not just so I can stay at the Four Seasons thought that’s a great plus!).  The last few years I’ve been fortunate to have the chance to speak at the conference.  This year I spoke at the Wednesday Primer on Public Charity Basics.  The paper is available here.

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