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Meeting

IRS 990, Schedule H: An Overview and Update on Current Tax-Exemption Issues

February 18, 2025, 1:00 PM - February 18, 2025, 2:30 PM Eastern Time

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

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 features Stephen Clarke, JD, who managed the redesign of Form 990 and helped develop Schedule H while at the Tax-Exempt and Government Entities division of the IRS. Mr. Clarke will provide an overview of the Schedule H, current environment for hospital tax exemption, IRS hospital exam and review activities, recommendations for strengthening compliance and minimizing risk with IRS 501(r)-related and Schedule H requirements.

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

Objectives

Following the webinar, participants will understand:

  • The purpose and tax implications of the IRS Form 990, Schedule H
  • Current issues related to the Form 990, Schedule H and 501(r)

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

Presenter

Stephen Clarke, JD
Managing Director, Exempt Organization Tax Services Division
Ernst & Young LLP

Moderator

Nancy Lim, MPH, BSN
Director, Community Health Improvement
Catholic Health Association of the United States

This webinar may be of interest to:
Hospital staff, advocates, researchers and policymakers focused on not-for-profit hospital community benefit and finance/tax.
 
Resources:


Cancellation Policy


• A refund of the full registration fee will be given for cancellations received through February 3, 2025.
• A refund of 75% of the registration fee will be given for cancellations received after February 3, 2025.

There is no additional charge for substitute registrants.


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).