Event Detail

Financial Managers Roundtable: - June 2017


28, 2017


From 8:30 AM TO 10:00 AM
Event: 15-190 Resource Center Roundtable
Status: Closed

Form 990 is a complex tax return for Non-Profit Organizations, completely unlike business and individual returns.  Much of the return concerns information not found in the organizations books.  Penny will walk through key sections of the return, pointing out some of the nuances of the form, the purpose of certain sections, and what information you need to capture both inside your accounting system as well as outside.

Topic:  990 Update - What's important to know?

Penny Millar
Dillwood, Burkel & Sully, LLP

Penny, a partner with the CPA firm of Dillwood, Burkel & Sully, LLP, manages the small business accounting services for the firm.  She is an expert in QuickBooks accounting, including installation, setup, training and on-going accounting services.  She works with small businesses providing bookkeeping, income tax, sales tax, property tax, workers’ compensation, business planning, and general business services to the owners.  Penny joined the firm in 2002 but has been practicing public accounting for 24 years including 18 years as a sole practitioner.   She has worked with a wide variety of businesses, including professional services, retail, banking, construction, automotive and trade associations.

Penny received her BBA degree from the University of Texas, and is a third generation native of northern California.  She is active in the Santa Rosa Sunrise Rotary Club and has participated in several international service projects in Central America.  She has three sons, Austin in high school, Rob attending the SRJC and James is a Marine stationed overseas.

The Financial Managers Roundtable is an opportunity to meet with other nonprofit financial managers to network, share successes and challenges, and hear speakers on pertinent topics. This group meets on the fourth Wednesday of each month from 8:30-10:00am at the Volunteer Center.

Sheridan Rapolla, Finance and Human Resources Director with LandPaths, serves as facilitator for the Financial Managers' Roundtable.

Venue :
Volunteer Center, 153 Stony Circle, Suite 100

Santa Rosa, California, US, 95401