Virginia Tech - Invent the Future
Preventing Campus Sexual Violence in Virginia: Using a Social Justice Lens to Advance our Work -September 28, 2012 - The Hotel Roanoke and Conference Center -Roanoke, Virginia

At a Glance

At a Glance

  • Opening, Welcome, & Introductions

  • Session One: Tax Exempt Status
    Definition of tax exempt status; Types of exempt organizations; Organizational and operational tests; Benefits of exempt status; Private foundations vs. public charity status; Advance rulings; Jeopardizing tax-exempt status; Case study activity.

  • Break

  • Session Two: Unrelated Business Income (UBI)
    Three parts of the UBI test; Common examples of UBI; Exceptions and modifications to UBI; Gaming activities; Form 990-T and Form 990-W

  • Session Three: Employment Issues
    Independent contractor vs. employee; Statutory employees and non-employees; Overview of employment tax forms; Quiz

  • LUNCH: Noon–1:00

  • Session Four: Form 990 Series
    Overview of the Forms 990, 990-EZ, and 990-N; Tips on recordkeeping and answers to frequently asked questions; Presentation of resources and tools available to exempt organizations

  • Break

  • Session Five: Required Disclosures
    Public inspection rules; Disclosure rules; Substantiation of contributions

  • Wrap-up, Questions & Answers

Continuing & Professional Education @ Virginia Tech