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Non-Profit Governance For Tax-Exempt Organizations

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Before starting this self study program, please go through the instructional document.


  • Fiduciary Duties
    1 mins
  • Duty of Loyalty
    12 mins
  • Board Composition and Meetings
    21 mins
  • Deemed disqualified persons
    38 mins
  • Governance and Form 990
    66 mins

Course Description

The directors of a nonprofit corporation are responsible for conducting its affairs and for exercising properly the powers of the nonprofit.  Well-governed nonprofits are more likely to obey tax law, safeguard charitable assets and serve charitable interests than one with poor or lax governance.  Because directors bear ultimate responsibility for the charity, they should be aware of their fiduciary duties. 

This CPE webinar will address the basic rules and best practices for boards of directors to follow to assist them fulfill their duties. These rules draw upon federal tax laws and state nonprofit laws. Navigating the complexities of the laws become more manageable once one becomes acquainted with the policies that assist directors with identifying the markers to keep their organization on track. Directors can then fulfil their duties and be guardians to ensure that the charitable interests are properly served.

This Online CPE webinar will discuss non-profit governance for tax-exempt organizations including:

1.   Fiduciary Duties of Directors

-  Duty of care

-  Duty of loyalty

-  Self-dealing

2. Fulfilling Director's Responsibilities

-  Board composition and meetings

-  Audit Committees:  California model

3.  Challenges:  Compensation and Self-Dealing 

- Public Charities - Intermediate sanctions

- Private Foundation - Self-dealing excise tax

4.  Governance and Form 9900

- Tax Compliance Principles

- Management Policies

5.  Additional best practices 

- Policies not requested or required by IRS

- Other laws

Recommended for:

This CPE webinar is recommended for any Professional Interested in Learning about Non Profit Accounting & Tax Related Issues.

Learning Objectives

  • To identify the fiduciary duties of directors
  • To make practical suggestions for directors to fulfil their responsibilities
  • To determine how to evaluate and approve self-dealing transactions
  • To identify best practices for payment of compensation in public charities
  • To recognize private foundation self-dealing transactions
  • To identify governance and management policies specified in Form 990
  • To determine best practices not currently required by law

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA