Meeting

IRS Form 990 Schedule H: A Review of 2014-2015 Form and Instructions

February 23, 2016, 2:00 PM - February 23, 2016, 3:00 PM Eastern Time

Member Price: $0.00
Non-Member Price: $0.00
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This meeting has already occurred.

If you would like to register by phone, please call us at (800) 230-7823 (M-F, 8 AM to 5 PM Central).

Description

Sponsored by CHA and Vizient (formerly known as VHA)

Tax-exempt hospitals report their community benefit activities and other information related to their tax exemption on the Internal Revenue Service (IRS) Form 990, Schedule H. This webinar will feature Stephen Clarke who oversaw the creation, rollout and yearly update of the Schedule H while at the IRS. Mr. Clarke, now executive director of Exempt Organization Tax Services at Ernst and Young LLP, will give an overview of the content and history of the Form 990, Schedule H, and will also share his insights on issues related to the form:

  • Is it community building or community benefit?
  • How to report restricted grants
  • Schedule H changes for tax years 2014-2015
  • How compliance (and noncompliance) with the Affordable Care Act Sec. 501(r) requirements are reported on the form
  • IRS oversight of community benefit
  • IRS community benefit report to Congress

Time will also be provided for a question and answer session with participants.

Objectives

After attending this event, participants will understand:

  • The purpose and history of the IRS Form 990, Schedule H
  • Current issues related to the Form 990, Schedule H

The webinar is provided as general information and is not tax or legal advice.

Presenter

Stephen Clarke is executive director of Exempt Organization Tax Services at Ernst and Young LLP. Before joining Ernst and Young, Mr. Clarke was a tax law specialist, project manager and guidance group manager with the Internal Revenue Service (IRS) Exempt Organizations division. At the IRS, Clarke served as the project manager for the 2008 redesign of Form 990, the information return filed annually by charities and other exempt organizations.

Prior to joining the IRS in 2005, Mr. Clarke worked as an attorney with Gammon & Grange, P.C., a law firm in northern Virginia, where he served tax-exempt organizations, radio broadcasters, trust and estate clients and other clients since 1996.

Throughout his career he has worked with nonprofit organizations, helping them to understand and comply with tax and other regulatory requirements while also helping them to meet their charitable goals. He has served as board chair of Good Samaritan Advocates since 2004.

He earned his bachelor of arts degree from Wheaton College in Illinois and his juris doctorate from the College of William and Mary School of Law. He is an active member of the Virginia bar.

Sponsored by CHA and Vizient (formerly known as VHA)

Tax-exempt hospitals report their community benefit activities and other information related to their tax exemption on the Internal Revenue Service (IRS) Form 990, Schedule H. This webinar will feature Stephen Clarke who oversaw the creation, rollout and yearly update of the Schedule H while at the IRS. Mr. Clarke, now executive director of Exempt Organization Tax Services at Ernst and Young LLP, will give an overview of the content and history of the Form 990, Schedule H, and will also share his insights on issues related to the form:

  • Is it community building or community benefit?
  • How to report restricted grants
  • Schedule H changes for tax years 2014-2015
  • How compliance (and noncompliance) with the Affordable Care Act Sec. 501(r) requirements are reported on the form
  • IRS oversight of community benefit
  • IRS community benefit report to Congress

Time will also be provided for a question and answer session with participants.

Objectives

After attending this event, participants will understand:

  • The purpose and history of the IRS Form 990, Schedule H
  • Current issues related to the Form 990, Schedule H

The webinar is provided as general information and is not tax or legal advice.

Presenter

Stephen Clarke is executive director of Exempt Organization Tax Services at Ernst and Young LLP. Before joining Ernst and Young, Mr. Clarke was a tax law specialist, project manager and guidance group manager with the Internal Revenue Service (IRS) Exempt Organizations division. At the IRS, Clarke served as the project manager for the 2008 redesign of Form 990, the information return filed annually by charities and other exempt organizations.

Prior to joining the IRS in 2005, Mr. Clarke worked as an attorney with Gammon & Grange, P.C., a law firm in northern Virginia, where he served tax-exempt organizations, radio broadcasters, trust and estate clients and other clients since 1996.

Throughout his career he has worked with nonprofit organizations, helping them to understand and comply with tax and other regulatory requirements while also helping them to meet their charitable goals. He has served as board chair of Good Samaritan Advocates since 2004.

He earned his bachelor of arts degree from Wheaton College in Illinois and his juris doctorate from the College of William and Mary School of Law. He is an active member of the Virginia bar.


Please note: All times listed are Eastern Time.
Overview
Registration Fee:  

If you would like to register
by phone, please call us at
800-230-7823 (M-F, 8 a.m. to 5 p.m. Central).