2024

Nonprofit Organizations Fundamentals

PRESENTED BY
The University of Texas School of Law
Philanthropy Southwest

Austin Feb 7, 2024 Four Seasons Hotel
$275 Individual | $325 after Jan 24

$250 Group rate per person (5 registrants minimum) | $300 after Jan 24

$220 Group rate per person (10 registrants minimum) | $270 after Jan 24

Register

Overview

The 2024 Nonprofit Organizations Fundamentals is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations, as well as opportunities to ask questions of experts and colleagues.

Continue on for the 41st Annual Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
Wednesday Afternoon, Feb. 7, 2024
1:00 pm

Registration Opens

Includes light refreshments.
1:50 pm

Welcoming Remarks
2:00 pm

1.00 hr

Setting Up a Nonprofit: State Law and Organizational Issues and Considerations

Establishing a solid legal and tax foundation is essential for nonprofits. This presentation addresses how to prevent organizational building blocks from becoming missional roadblocks.

Harrison M. Smith, HMS Law - North Richland Hills, TX
Elaine Sommerville, Sommerville & Associates, P.C. - Arlington, TX
3:00 pm

1.00 hr

Applying for and Maintaining Tax-Exempt Status

Hear what you need to know to become tax exempt and to stay that way.

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Katherine E. David, Steptoe & Johnson PLLC - San Antonio, Texas
4:00 pm

15-Minute Break
4:15 pm

1.00 hr

The Form 990 Series

This session covers the fundamentals of the Form 990, with an emphasis on the essential information that every director, officer, fundraiser, and staff member must understand. Hear how the Form 990 is simultaneously a public relations tool for potential donors and a compliance roadmap, both internally (for staff) and externally (for regulators).

Barbara Murphy, Blazek & Vetterling - Houston, TX
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX
5:15 pm

1.00 hr

When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues

This session discusses the legal and accounting implications that one should consider when a tax-exempt nonprofit corporation decides to merge with another non-profit, dissolve or undertake other formation changes. When a significant change in formation and/or structure occurs, public charities and private foundations will need to follow steps to execute the change in a legal, efficient, and beneficial manner, and this session discusses these steps so you and your organization are prepared should you decide to pursue a significant change in formation and/or structure.

Pam Alexanderson, Moss Adams - Albuquerque, NM
Nykolas McKissic, Holland & Knight LLP - Dallas, TX
6:15 pm

Adjourn to Networking Reception (6:15 p.m. - 7:15 p.m.)

Join us for a networking opportunity with faculty and colleagues.

Download Schedule

Planning Committee

Megan E. Bell—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joyce Hellums—Co-Chair

Ernst & Young LLP
Austin, TX

Tomer Inbar—Co-Chair

Morgan, Lewis & Bockius LLP
New York, NY

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Jody Blazek

Blazek & Vetterling
Houston, TX

Jonathan S. Blum

Holland & Knight LLP
Dallas, TX

Tyree Collier

Holland & Knight LLP
Dallas, TX

Lucille DiDomenico

DiDomenico Group
Dallas, TX

Mallory Driggers

Philanthropy Southwest
Dallas, TX

Karey Dubiel Dye

Goldman Sachs Philanthropy Fund
Houston, TX

Andrea L. March

Texas Rio Grande Legal Aid
Austin, TX

Danika Hudik Mendrygal

Mendrygal Law, PLLC
Dallas, TX

Darren B. Moore

Bourland, Wall & Wenzel, P.C.
Fort Worth, TX

Norman E. Nabhan

Graystone Consulting
Houston, TX

Jeffrey E. Sher

Fizer Beck
Houston, TX

Nicola Fuentes Toubia

Fuentes Toubia, PLLC
Houston, TX

Kay Walther

Blazek & Vetterling
Houston, TX

Maura L. Whelan

Simpson Thacher & Bartlett LLP
New York, NY

Eric Wynn

Philanthropy Southwest
Dallas, TX

Key Dates

Austin – Feb 7, 2024 – Four Seasons Hotel

Austin

Individual
Last day for $225.00 Early Bird pricing: Sep 15, 2023
Last day for $275.00 Regular pricing: Jan 24, 2024

$325.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $200.00 Early Bird pricing: Sep 15, 2023
Last day for $250.00 Regular pricing: Jan 24, 2024

$300.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $170.00 Early Bird pricing: Sep 15, 2023
Last day for $220.00 Regular pricing: Jan 24, 2024

$270.00 for registrations received after this time

Last day for cancellation (full refund): Feb 2, 2024

$50 processing fee applied after this date

Last day for cancellation: Feb 5, 2024

Venue

Four Seasons Hotel

98 San Jacinto Boulevard
Austin, TX 78701-4082
512-478-4500 (reservations)
Map

Accommodations

Booking instructions will be included in registration confirmation email. Special discounted rate will be available until January 5, 2024 (subject to availability).

Parking Information

Daily self-parking: $16
Daily valet: $18
Overnight valet parking: $50