501(c)(3) organizations with outstanding tax-exempt bonds now have had their first taste of filing Schedule K to the revised Form 990. What lessons have we learned about gathering information to meet the new requirements? What questions remain? And what new challenges will the 2010 version of Form 990 present?

This half-day seminar will help nonprofits prepare for the tax season and get the answers they need to make the Schedule K process more efficient and effective. The program will feature panel discussions with Ballard Spahr lawyers and professionals from Avant Strategic Partners on Schedule K to IRS Form 990.

Topics for discussion include: 

  • Record retention
  • Final allocations
  • Private-use calculations
  • Written post-issuance compliance procedures

This seminar will be held live in Ballard Spahr's Philadelphia office and through videoconference in all other Ballard Spahr offices, and will be available via dial-in and as a webinar.


12:00 PM - 1:00 PM  ET |  Registration and Buffet Lunch

1:00 PM - 3:30 PM  ET  |  Presentation of Schedule K Issues and Discussion

3:30 PM - 4:30 PM  ET  |  Networking and Refreshments


Kimberly C. Betterton, Partner, Ballard Spahr LLP
Linda B. Schakel, Partner, Ballard Spahr, LLP
Matt Duke, Senior Manager, Avant Strategic Partners, L.P.

For information on how to attend this seminar at a Ballard Spahr office outside of Philadelphia, please contact Lora Burns at burnsl@ballardspahr.com.

Webinar Replay

Duration: 2 hours 45 minutes

Event Materials

If you are interested in receiving a PDF of the seminar workbook, please contact Rebecca Anderson at andersonrh@ballardspahr.com.