Author: Gene Takagi

Form 990 – Lorman Seminar Presented by Terry Miller

Published on: by Gene Takagi

I attended an excellent presentation on "Form 990:  Critical Issues" given by nonprofit financial management consultant Terry Miller for Lorman Education Services on April 18, 2006.  Terry’s coverage of Form 990 included the following areas: Tax Overview for 501(c)(3) Public Charities – Regulatory Viewpoint Form 990:  Procedural Overview Filing requirements Importance of "complete and accurate" […]

CAN Policy Days: Keeping Up With the Law

Published on: by Gene Takagi

On March 21, 2006, I had the great pleasure of moderating a panel for the California Association of Nonprofits Policy Days conference in Sacramento focused on "Keeping Up With the Law."  The panelists were David Levitt, principal with Silk, Adler & Colvin; and Mark Krausse, executive director of the California Fair Political Practices Commission.  The […]

Form 990

Published on: by Gene Takagi

Form 990 – 2005 Form 990-EZ – 2005 Form 990-PF – 2005 Form 990, Schedule A Form 990, 990-EZ, 990-PF, Schedule B 2005 Instructions for Form 990 and Form 990-EZ 2005 Instructions for Form 990 and Form 990-EZ, Schedule A

Paper on the Nonprofit Integrity Act of 2004

Published on: by Gene Takagi 2 Comments

Attached is a paper I wrote on the Nonprofit Integrity Act for a Lorman Education Services continuing education seminar earlier this year.  This may be a little more detailed than some other materials you may find on the web.  Hope you find it useful. Download the_nonprofit_integrity_act_of_2004_v.3.pdf

International Giving – NCPGC Presentation 3/9/06

Published on: by Gene Takagi

On March 9, 2006, I attended a Northern California Planned Giving Council luncheon meeting featuring Jane Peebles and a discussion of International Giving.  Ms. Peebles, a partner in Bingam McCutchen’s estate planning group, is a leading legal expert in the area of international philanthropy.  Here are some of the highlights of her discussion: As a […]

Wealth in Families: Asking the Essential Questions – March 7, 2006

Published on: by Gene Takagi

I attended the Peninsula Community Foundation’s program entitled "Wealth in Families:  Asking the Essential Questions" on March 7, 2006.  The keynote speaker was Charles Collier, Senior Philanthropic Advisor at Harvard University and a nationally recognized expert in family philanthropy.  Although his program was directed at advisors to wealthy families, it had great relevance to charities […]

President Bush’s 2007 Budget Plan

Published on: by Gene Takagi

President Bush sent his $2.8 trillion budget for fiscal year 2007 to Congress earlier in February.  Here are some highlights: 141 programs, including a program that provides meals to about 400,000 needy elderly people, singled out for elimination or severe cuts, saving $15 billion. $1 billion reduction in the community development block grants program, which […]

Council on Foundations Leads Call for Treasury Department to Withdraw Antiterrorism Guidelines

Published on: by Gene Takagi

A coalition of more than 40 nonprofit organizations led by The Council on Foundations has called on the U.S. Department of Treasury to withdraw its "Anti-Terrorist Financing Guidelines:  Voluntary Best Practices for U.S.-based Charities" (rev. Nov. 2005).  In response to the Treasury Department’s invitation for public comments to propose alternative guidelines, the coalition recommended replacing […]

IRS Investigation – Illegal Political Activity

Published on: by Gene Takagi

The Internal Revenue released a report on February 24, 2006 summarizing its 2004 Political Activity Compliance Initiative ("PACI") project which focused on the political activity by charitable tax-exempt organizations during the 2004 election cycle.  The press release issued in connection with the Report stated that "[n]early three-quarters of 82 examinations completed to date have concluded […]