Did you know that the Form 990 is the main tool used to derive GuideStar and Charity Navigator ratings? In fact, the Form 990 is a nonprofit’s greatest means of demonstrating impact and growing fundraising potential. It exemplifies your organization’s investments toward carrying out your mission.
That’s why it’s critical for you to understand the intricacies of the Form 990. The NACD Heartland Chapter is providing a training opportunity to brush up and prepare for the upcoming tax season. This is an open event and will not count in the attendance limit for non-members.
"There is no document more influential in the nonprofit funding process than the Form 990, which is why this program is essential for board of directors and CEOs", says Brent Stewart, President and CEO of United Way of Greater Kansas City.
Join your director colleagues to learn from Deloitte experts, Kristina Rasmussen, Managing Director in the Business Tax Services Group, and Rachel Henderson-Pennington, Tax Manager.
Who should attend | Non-Profit Boards and C-Level Executives
Please note: Based on the generosity of a NACD board member, several scholarships have been made available for this session and will be given on a first come first serve basis. Prior to registration, please email firstname.lastname@example.org for more information.
Kristina Rasmussen is a Managing Director in the Business Tax Services group at Deloitte Tax LLP. She is a specialist in tax matters related to tax-exempt organizations and has recently finished 3 years serving a national role within the firm working with the national tax-exempt leader in Deloitte’s Washington National Tax office. Kristina has over twenty years of experience working with not-for-profit clients including public charities, private foundations, higher education institutions, health care organizations, pension trusts, other tax-exempt organizations, and related taxable entities. Kristina has assisted a diverse group of clients working on a variety of issues related to the not-for-profit industry including unrelated business income issues, tax-exempt status qualifications, IRS Coordinated Examination Program (CEP) audit issues, and tax risk assessments.
Rachel Henderson-Pennington is a tax manager in Deloitte’s Chicago tax practice with experience working in both the financial services and tax-exempt service sectors. Rachel has over 7 years of experience working with non-profit clients including private foundations, public charities, higher education institutions, health care organizations, pension trusts, and related taxable entities. She has assisted diverse clients working on a variety of issues related to the non-profit industry, including unrelated business income issues, tax-exempt status qualifications, and tax risk assessments.