This virtual presentation is hosted by the Community Foundation Santa Cruz County. Nonprofit staff and board members are welcome.

September 17, 2025
12-1:30pm

Registration: By Noon September 16, please email Maya Hernandez maya@vhowardlaw.com with your name, organization and email address(es) to be used for you. A Zoom link will be emailed to all registrants prior to the seminar.

Topics will include:

• Annual Information Reporting to the IRS, Franchise Tax Board, and Office of the Attorney General
• Required Secretary of State Filings – Statement of Information and Amendments
• Governing Documents – Compliance with Law and Practice
• Audit and Audit Committee Requirements
• Board Review and Approval of Compensation
• Adopting and Implementing Required Policies
• Adequate Oversight of Self-Dealing Transactions
• Reporting Unrelated Business Income – IRS Form 990T
• Adequate Oversight of Financial Operations
• Adequate Oversight of Restricted Assets
• Adequate Oversight of Investments
• Solicitation and Contribution Receipt Requirements
• Miscellaneous issues, including Sales Tax Reporting and Property Tax Exemption

About the presenters: Virginia Howard and Sharla Klingel are attorneys with the Law Office of Virginia E. Howard.

Virgina Howard has practiced as a business and real estate transactions attorney for over 25 years. She has extensive experience in representing nonprofit, tax-exempt organizations. Sharla Klingel’s practice also focuses on nonprofit, tax-exempt organizations. Her experience includes three years as an instructor at the Nonprofit Clinic of the University of Virginia School of Law.