The major topics that will be covered in this class include:
- Overview of the Form 990's design and goals in play upon the Core Form and tack-on Schedules
- Address of the definition's key factors that make a third-party organization a "related organization"
- Exploring the definitions of parties who are to be disclosed as managers at Part VII-A (i.e., as a TDOKE -- a Trustee/Director (TD)/Officer (O)/Key Employee (KE) – or as a High 5) and understanding what is the definition and measure of "reportable compensation"
- Working with the definitions of "family member" and "independence" as same are used in Parts VI and Schedule L
- Applying the definition of "business relationship" as same is used in Part VI
- Sequencing of the form's preparation tasks and who to go to for information
- Working with the Board of Directors to have them understand what the completed Form 990 conveys to the public/regulators