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Milwaukee Non-Profit Roundtable | 990 Review for Executives

February 11 | 11:30 AM - 1:30 PM CST

Amanda VanNatta

1.5 CPE Credit Hours in Taxes


Form 990 can prove for many organizations to be a daunting task to complete and review.  It might feel to Executives or Directors reviewing the form to be overwhelming to try to understand specifically what is being asked by the IRS. Our roundtable will provide an overview of Form 990 and specific areas of interest for Executives and those on the board tasked with governance decisions. We will discuss the areas of the tax return that are of most interest to outsiders looking at the return including compensation and governance and policies of the organization.  We will also discuss how when completed effectively Form 990 can be used by an organization as a marketing tool for their organization.


Our discussion leader is Amanda VanNatta, CPA, a senior manager at Wegner CPAs. Amanda has over 10 years of experience working with not-for-profit organizations on how to be and stay tax-exempt, including representing organizations in IRS audits, applying for tax-exempt status, and unrelated business income issues.





11:30 AM – 12:00 PM – Networking Lunch

12:00 PM – 1:30 PM – Presentation


Other Information


February 11
11:30 AM - 1:30 PM CST
Event Categories:


Abby Nicola
(262) 696-5185


540 S 1st St
Milwaukee, WI 53204 United States
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National Registry of CPE Sponsors

Wegner CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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