Transform Your Organization With Insights on Employee Retention Credits

Employee Retention Credits for Tax Exempt Organizations — More Than Meets the Eye

You can’t turn on the radio or open your inbox these days without hearing about employee retention credits, and nonprofits are getting especially inundated with providers promising millions — no strings attached!

Fortunately, many nonprofits are eligible, and the credits can be transformational for organizations. But identifying eligibility — particularly under gross receipts calculations — isn’t particularly straightforward.

During this on-demand session specific to nonprofit and other tax-exempt organizations, we will dig into details on:

• How to calculate gross receipts — and how investment proceeds on sales can skew the calculations
• Common scenarios for possible eligibility for events-based, religious, social service, and other organizations
• How to navigate restricted funding and PPP when calculating the credit

At the end of this session, you will be able to:

• Recall how to calculate your organization’s gross receipts by quarter and tie out to your Form 990
• Recognize if common shut-down scenarios might apply to your organization
• Identify questions to ask providers when choosing who to work with to pursue credits

Who should attend

This session is designed for finance teams, management, executives, and board members of nonprofit organizations.

Speakers

• Christine DiMenna, Signing Director
• Alex Hengel, Principal
• Kelsey Vatsaas, Managing Principal of Industry
• Lisa Ryssel, Director