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  For many nonprofits and CPAs, the Form 990 is viewed as a simple IRS compliance requirement. In reality, this public document is one of your most powerful tools for enhancing your organization’s brand, demonstrating transparency and accountability, and telling a compelling story of impact. In this webinar, participants will learn how to optimize key sections of the Form 990 so that it accurately reflects their financial and operational health, builds donor and public trust, and supports year-round fundraising and communications efforts.  Learning objectives:  By the end of Part 1, participants will be able to:  

● Identify the most visible and influential sections of Form 990 and ensure they accurately reflect their organization's financial and operational health. 

● Pinpoint which Form 990 parts and schedules most shape public perception (especially the Summary, Program Service Accomplishments, and Schedule O) and revise them to better communicate mission, programs, and outcomes. 

● Align the Form 990 with other core organizational documents (audited financials, annual report, and key communications) so that numbers and narratives are consistent and reinforce each othe 

1 hr Free

 For many nonprofits and CPAs, the Form 990 is viewed as a simple IRS compliance requirement. In reality, this public document is one of your most powerful tools for enhancing your organization’s brand, demonstrating transparency and accountability, and telling a compelling story of impact. In this webinar, participants will learn how to optimize key sections of the Form 990 so that it accurately reflects their financial and operational health, builds donor and public trust, and supports year-round fundraising and communications efforts.  Learning objectives:  By the end of Part 2, participants will be able to:  

● Recognize and avoid common compliance and disclosure mistakes that can undermine transparency, confuse readers, or raise red flags with donors, funders, and watchdog organizations. ● Use Form 990 intentionally as a strategic fundraising, grantmaking, and PR tool, including strengthening grant proposals, donor cultivation, and ratings on platforms like Candid and Charity Navigator. 

● Reframe the Form 990 from a burdensome tax requirement into a concise, powerful narrative of their nonprofit's work, applying a practical review framework and checklist so the filing clearly communicates impact and enhances credibility with stakeholders. 

 Nonprofits are under increasing pressure from funders, auditors, and watchdogs to demonstrate that their financials are accurate, reasonable, and aligned with their mission. At the same time, many organizations struggle with one deceptively simple question: "How do we fairly split shared costs across programs, administration, and fundraising?"  During this webinar, Melissa Le Roy will take the mystery out of cost allocation and hand you practical, right-sized tools you can put to work immediately. She'll walk through when and why costs should be allocated, the most common methods for splitting shared expenses like salaries, rent, utilities, software, and leadership time, and how those allocations flow through your chart of accounts, budgets, financial statements, and Form 990. Expect clear examples built for small and mid-sized organizations, plus concrete tips for documenting your approach so auditors, boards, and funders trust your numbers.  You'll learn how to: determine when and why shared costs should be allocated rather than charged to a single program; apply common allocation methods to expenses such as salaries, rent, utilities, software, and leadership time; trace how your allocations flow through the chart of accounts, budgets, financial statements, and Form 990; choose right-sized approaches that fit small and mid-sized organizations without overcomplicating your books; and, document your methodology so auditors, boards, and funders are confident in your numbers. Who should attend: This webinar is designed for nonprofit finance and accounting staff, executive directors, and operations leaders responsible for budgeting, financial reporting, or grant compliance. It is especially valuable for small and mid-sized organizations that manage shared costs without a large finance team and want a defensible, repeatable approach.  

1 hr 30 mins

$69