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

Complimentary food and beverages will be served in each office, and Q&A sessions will follow the presentation.


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

If you are unable to attend at any of the Ballard Spahr office locations, please contact Lora Burns at burnsl@ballardspahr.com for webinar or dial-in information.