Transparency and Financial Accountability
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This group considered issues such as the reform of Forms 990 and
990PF, audits and reviews, and electronic filing of tax returns. Its
co-conveners were Michael Bailin, president of The Edna McConnell Clark
Foundation in New York, N.Y., and Walter D. Bristol Jr., executive vice
president of corporate operations and CFO, American Heart Association,
Dallas.
During the second phase of the Panel's work, two advisory committees examined how to improve the IRS's Forms 990. One committee focused on Form 990, the main return filed by public charities; the other, on Form 990-PF, used by private foundations. The two groups recommended better ways to capture information that is accurate, consistent, and understandable without imposing unreasonable burdens on those organizations and changes to resolve inconsistencies between standards for the Forms 990 and for preparation of financial statements.
Members:
- Edward Able, President and CEO, American Association of Museums, Washington, DC
- Michael Bailin, President, Edna McConnell Clark Foundation, New York, NY
- Harvey Berger, National Director of Not-For-Profit Tax Services, Grant Thornton LLP, Vienna, VA
- Jody Blazek, Partner, Blazek & Vetterling LLP, Houston, TX
- Elizabeth Boris, Director, Center on Nonprofits and Philanthropy at the Urban Institute, Washington, DC
- Walter Bristol, Executive Vice President and CFO, American Heart Association, Dallas, TX
- Carol Crenshaw, Chief Financial Officer, The Chicago Community Trust, Chicago, IL
- Sara Engelhardt, President, The Foundation Center, New York, NY
- Julie Floch, Partner & Director of Not-for-Profit Services, Eisner LLP, New York, NY
- John H. Graham IV, President and CEO, American Society of Association Executives, Washington, DC
- Stephen Kattell, Founder, Kattell and Company, P.L., Gainesville, FL
- Kathleen Kenyon, General Counsel, Deaconess Billings Clinic, Billings, MT
- La June Montgomery-Talley, Vice President and CFO, W. K. Kellogg Foundation, Battle Creek, MI
- Robert Ottenhoff, President and CEO, GuideStar, Williamsburg, VA
- Mary Beth Salerno, President, American Express Foundation, New York, NY
- Peter Tartikoff, Former Chief Financial Officer, American Cancer Society, Atlanta, GA
- Ana Thompson, CFO and Treasurer, Charles and Helen Schwab Foundation, San Mateo, CA
- Claudia Volk, President, CJVolk Associates, Arlington, VA
- Craig Ziegler, Chief Financial Officer, California HealthCare Foundation, Oakland, CA