Louis E. Michelson, A Professional Corporation

Providing Legal and Tax Advisory Services to Nonprofit Organizations

Entries Tagged as 'Governance'

Charity Governance During the COVID-19 Pandemic

May 12th, 2020 · Comments Off on Charity Governance During the COVID-19 Pandemic · Board Action without a Meeting, California Attorney General, COVID-19, Emergency Provisions, Governance, Modification of Endowment Funds, Nonprofit Mutual Benefit Corporations, Nonprofit Public Benefit Corporations, Nonprofit Religious Corporations, Social distancing, Virtual Meeting of Members

The Attorney General’s Charitable Trusts Section created a new publication:  “Charity Governance During the COVID-19 Pandemic.” This publication’s goal is to inform nonprofit corporations of the California laws that allow them to fulfill some of their governance obligations remotely to adhere to social distancing requirements. This publication can be found on the Attorney General’s website […]

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Formation of A Charitable Nonprofit Entity

October 22nd, 2015 · Comments Off on Formation of A Charitable Nonprofit Entity · Articles of Incorporation, Board of Directors, Bylaws, California nonprofit law, Fiduciary Duties, Governance

When forming a new nonprofit organization, what are the legal issues one should think about? Are there different types of nonprofit corporations? What should be included in organizational documents such as the Articles of Incorporation and the Bylaws? What are the fiduciary duties of directors of a nonprofit organization? The webinar below addresses the following […]

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Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance

September 22nd, 2015 · Comments Off on Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance · California Exempt Status, Federal Income Taxes, Form 990, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption

UCLA Extension can offer students of this class with credit as follows: ● CPAs will receive attendees36 hours of CPE credit ● Attorneys will receive 34 hours of MCLE credit, including 1 hour of Ethics ● Class credit towards a UCLA Extension certificate in accounting ● Class credit towards a UCLA Extension certificate in tax. […]

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Forming and Representing Nonprofit 501(c)(3) Organizations Seminar

March 30th, 2015 · Comments Off on Forming and Representing Nonprofit 501(c)(3) Organizations Seminar · California Exempt Status, California nonprofit law, Form 990, Governance

Please join us as we discuss the process of forming a Nonprofit Corporation in the state of California. This seminar will cover the following topics: ● What is a Nonprofit Corporation? ● Formation of a California Nonprofit ● Applying for Tax-Exemption, Federal (Form 1023 and 1023-EZ) ● Applying for Tax-Exemption, California (Form 3500 or 3500A) […]

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New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations

March 2nd, 2015 · Comments Off on New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations · California Exempt Status, California nonprofit law, Federal Income Taxes, Governance, intermediate sanctions, Loss of Tax-Exempt Staus, policies and procedures, Private foundations, tax exemption, tax returns

Designed for CPAs, Enrolled Agents, tax managers, controllers, trustees, financial planners, and executive directors, this 12 meetings course presents tax-related guidelines and key issues for nonprofit organizations. Topics covered include a step-by-step process for corporate formation and application for recognition of tax-exempt status, unrelated business income, taxation of commercial activities conducted through joint ventures and […]

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Small Nonprofit Consultation Checklist

March 10th, 2014 · Comments Off on Small Nonprofit Consultation Checklist · Federal Income Taxes, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption, tax returns

At the Tax Section Exempt Organizations Committee Meeting of the American Bar Association, held on January 24, 2014, a Small Nonprofit Consultation Checklist was presented.  Note: This checklist is designed for small public charities organized as nonprofit corporations. Charitable trusts, private foundations and supporting organizations should not rely on this checklist. Governing Documents Articles of […]

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Governance 101: Providing Form 990 to Board Members

July 12th, 2012 · Comments Off on Governance 101: Providing Form 990 to Board Members · Form 990, Governance

Pop quiz on governance for nonprofits: Question 1.  Are each of your Board members provided with a copy of the final Form 990 before that form is filed with the IRS? Question 2.  What if the nonprofit notifies each of the Board members that the Form 990 is available on request.  Does this procedure accomplish […]

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Non-Profit Resources

June 29th, 2012 · Comments Off on Non-Profit Resources · California Exempt Status, Charity, Governance

Where do you look to find answers if you have questions related to forming and operating a nonprofit organization? Where can you learn about various types of fundraising sources that should be considered? What are the legal and ethical responsibilities of a board member? . Three resources that are a good starting point include: . […]

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Congressional Committee Hearing on Tax-Exempt Organizations

May 11th, 2012 · Comments Off on Congressional Committee Hearing on Tax-Exempt Organizations · Charity, Federal Income Taxes, Governance

Congressman Charles W. Boustany Jr., MD (R-LA), Chairman of the Subcommittee on Oversight of the Committee on Ways and Means, announced on Wednesday, May 16th that the Subcommittee will hold a hearing examining operations and oversight of tax-exempt organizations. This will be the first in a series of hearings by the Subcommittee on the tax-exempt […]

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IRS FAQs on Governance – Form 990, Part VI

July 15th, 2011 · Comments Off on IRS FAQs on Governance – Form 990, Part VI · Form 990, Governance

The IRS updated their Frequently Asked Questions and Tips (August 3, 2012) regarding Form 990, Part VI – Governance, Management and Disclosure.  Some of the FAQs have earlier posting dates.  The following are some of the questions included: Are all organizations required to complete Part VI and answer all of its questions regarding an organization’s […]

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