EO Mini-Courses List

      Have an extra fifteen minutes? That’s about all the time you’ll need to complete one of our Web-based mini-courses. Select a title below to watch the streaming presentation. You may also download a PDF presentation to your hard-drive by clicking the "Download PDF Presentation" link, or visiting the Resource Library page.

In order to see the videos you must have Adobe Flash Player version 8.0 or later. 

In order to view the PDFs you must have Adobe Acrobat Reader version 9.0 or later. 

Presentation 1: Navigating IRS Resources for Tax-Exempt Organizations
Have you ever wondered what the IRS website contains for exempt organizations? This mini-course will show you what is available and how to get there!
(approximately 7 minutes)
Posted on June 30th, 2008 | Download Printable PDF Presentation 1 | Download Playable PDF Presentation 1

 

Presentation 2: Political Campaigns and Charities: The Ban on Political Campaign Intervention
A 501(c)(3) organization jeopardizes its exempt status when it intervenes in a political campaign. This mini-course provides examples of prohibited activities and explains steps an organization should take to avoid an inadvertent violation.
(approximately 16 minutes)
Posted on June 30th, 2008 | Download Printable PDF Presentation 2 | Download Playable PDF Presentation 2

 

Presentation 3: The Wonderful World of Foundation Classification (Part I)
All 501(c)(3) organizations also have something called a foundation classification. This mini-course covers the basics of two of the more common types.
(approximately 18 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 3 | Download Playable PDF Presentation 3

 

Presentation 4: Can I Deduct My Charitable Contributions?
Is this a question you hear from your donors? This brief overview of deductibility can help your exempt organization understand the rules of what is deductible and what is not.
(approximately 20 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 4 | Download Playable PDF Presentation 4

 

Presentation 5: Applying for Tax-Exempt Status
If your organization is brand-new and you're thinking about applying for tax-exempt status, take a look at this mini-course first. You'll learn about IRS resources that will make the process easier and quicker.
(approximately 19 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 5 | Download Playable PDF Presentation 5

 

Presentation 1: Navigating IRS Resources for Tax-Exempt Organizations
Ever wonder what the IRS Web site contains for exempt organizations? This mini-course will show you what's available and how to find it!
(approximately 7 minutes)
Posted on June 30th, 2008 | Download Printable PDF Presentation 1 | Download Playable PDF Presentation 1

 

Presentation 2: Political Campaigns and Charities: The Ban on Political Campaign Intervention
A 501(c)(3) organization jeopardizes its exempt status when it intervenes in a political campaign. This mini-course provides examples of prohibited activities and explains steps an organization should take to avoid an inadvertent violation.
(approximately 16 minutes)
Posted on June 30th, 2008 | Download Printable PDF Presentation 2 | Download Playable PDF Presentation 2

 

Presentation 3: The Wonderful World of Foundation Classification (Part I)
All 501(c)(3) organizations also have something called a foundation classification. This mini-course covers the basics of two of the more common types.
(approximately 18 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 3 | Download Playable PDF Presentation 3

 

Presentation 4: Can I Deduct My Charitable Contributions?
Is this a question you hear from your donors? This brief overview of deductibility can help your exempt organization understand the rules of what is deductible and what is not.
(approximately 20 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 4 | Download Playable PDF Presentation 4

 

Presentation 5: Applying for Tax-Exempt Status
If your organization is brand-new and you're thinking about applying for tax-exempt status, take a look at this mini-course first. You'll learn about IRS resources that will make the process easier and quicker.
(approximately 19 minutes)
Posted on September 09, 2008 | Download Printable PDF Presentation 5 | Download Playable PDF Presentation 5

 

Presentation 6: Preparing to File the New Form 990
Beginning in the 2008 filing year, exempt organizations began working with a redesigned Form 990 or Form 990EZ. This course provides an overview of the changes, while the following four courses provide a line-by-line walkthrough of different sections of the form. Note that while these courses refer to the 2008 Form 990, the current 2009 Form 990 is very similar.
(approximately 14 minutes)
Posted on October 17, 2008 | Download Printable PDF Presentation 6 | Download Playable PDF Presentation 6

 

Presentation 7: The Redesigned Form 990 - Part I
In this mini-course, you’ll receive general instructions for completing the heading and financial sections of Form 990. Note that although this course refers to the 2008 Form 990, the current 2009 form is very similar.
(approximately 37 minutes)
Posted on October 17, 2008 | Download Printable PDF Presentation 7 | Download Playable PDF Presentation 7

 

Presentation 8: The Redesigned Form 990 - Part II
This mini-course walks you through the Accomplishments, Compliance and Compensation sections of Form 990. Note that although this course refers to the 2008 Form 990, the current 2009 form is very similar.
(approximately 25 minutes)
Posted on October 17, 2008 | Download Printable PDF Presentation 8 | Download Playable PDF Presentation 8

 

Presentation 9: The Redesigned Form 990 - Part III
In this mini-course, we’ll walk through the Governance, Management, Disclosure, Summary sections, Checklist of Required Schedules, and Schedule A. Note that although this course refers to the 2008 Form 990, the current 2009 form is very similar.
(approximately 25 minutes)
Posted on October 17, 2008 | Download Printable PDF Presentation 9 | Download Playable PDF Presentation 9

 

Presentation 10: The Redesigned Form 990 - Part IV
This mini-course takes you through Schedules C, F, G, I, M and R, line by line. Note that although this course refers to the 2008 Form 990, the current 2009 form is very similar.
(approximately 37 minutes)
Posted on October 17, 2008 | Download Printable PDF Presentation 10 | Download Playable PDF Presentation 10

 

Presentation 11: An Overview of Form 990-EZ
Due to increased filing thresholds, many more organizations are now able to file Form 990-EZ instead of the full Form 990. Here, you’ll find out if your organization may file this shorter, simpler form, and learn more about Form 990-EZ. Note that although this course refers to the 2008 Form 990, the current 2009 form is very similar.
(approximately 13 minutes)
Posted on August 7, 2009 | Download Printable PDF Presentation 11 | Download Playable PDF Presentation 11

 

Presentation 12: Disaster Relief - Part I
Learn how charitable organizations may provide relief in disaster situations and the special tax rules that apply to such organizations.
(approximately 17 minutes)
Posted on August 20, 2009 | Download Printable PDF Presentation 12 | Download Playable PDF Presentation 12

 

Presentation 13: Disaster Relief - Part II
Learn about the special rules that apply to employer sponsored disaster relief organizations, the deductibility of contributions to disaster relief organizations and the tax treatment of relief recipients.
(approximately 14 minutes)
Posted on August 20, 2009 | Download Printable PDF Presentation 13 | Download Playable PDF Presentation 13

 

Presentation 14: 403(b) Tax-Sheltered Annuity Plans - Employee
Are you an employee of a 501(c)(3) tax-exempt organization or a public school, college or university that has a 403(b) tax-sheltered annuity (TSA) plan? Learn the advantages of participating in this type of retirement plan and how it works.
(approximately 12 minutes)
Posted on August 7, 2009 | Download Printable PDF Presentation 14 | Download Playable PDF Presentation 14

 

Presentation 15: 403(b) Tax-Sheltered Annuity Plans - Employer
If your organization has a 403(b) tax-sheltered annuity (TSA) plan, it is important to routinely review that plan and ensure it complies with current tax laws and regulations. View this brief presentation about recent regulatory changes and operating a 403(b) plan.
(approximately 13 minutes)
Posted on August 7, 2009 | Download Printable PDF Presentation 15 | Download Playable PDF Presentation 15