Annual Nonprofit Reporting: Staying in Compliance with the Requirements (2 Sessions)

Every nonprofit is required to submit several different reports annually to both their federal and state regulators. The complexity of these reports depends on the size of your organization. The most well-known filings are the Federal Form 990 and your annual financial statements. These and other filings serve several purposes. In addition to ensuring that your organization has stayed mission focused, the IRS and other federal and state agencies, also, want to get a better understanding of your organization's overall health.

It’s important that you follow all of the requirements and stay in compliance. Your annual filings will also be of interest to other parties including management, directors, donors, grant makers, and the community you serve so it’s important to get it right.

What You’ll Learn:


• Federal reporting forms, including Form 990 and annual financial reports
• Complying with the requirements
• Transparency and governance in the filing process
• Documents and reports
• Best practices for recordkeeping
• Deadlines for filings
• Tips on how to fill out your forms
• Penalties for late filings


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INFORMATION
Training Overview

Session 1: Ensuring Compliance and Transparency
• Regulatory Bodies for Nonprofits
• Federal Requirements for Nonprofits
• State Requirements
• Ongoing Compliance
• Public Disclosures

Session 2: Reporting Requirements
• Most Common Nonprofit Reports
• Federal Forms for Nonprofits
• Best Practices for Form 990 Preparation
• Compliance Challenges
• Reporting Impact

Recommended Audience
Who Should Attend?
  • Nonprofit Chief Executives/Executive directors
  • Board Members
  • Development staff
  • In-house counsel
  • Senior and middle management
  • CFO, controller, and other financial staff
  • Fundraising/Donor development
  • Human resources
  • Operations Managers
  • Grant writers
What's included
Training includes
  • All resources and training materials
About

Expert Presenter

Brad Lebowsky
  • ["MBA in nonprofit management specializing in finance and budgeting ","Over 25 years of experience in nonprofit management ","Podcast host of the NEA Podcast ","Expert in budgeting and finance, grant writing, strategic planning, board training, donor management, employee management, and volunteer retention "]

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