Financial Statement & Form 990 Walkthrough for Not-for-Profits

We invite you to join us on Thursday, March 20, 2025 for our Not-for-Profit Essentials Series: Financial Statement & Form 990 Walkthrough for Not-for-Profits webinar. We will guide you through the intricacies of Form 990. This form, which is filed annually with the IRS, provides a comprehensive overview of your organization's activities. We will also review the list of expansive schedules that may be included with the annual filing, offering a detailed examination of key schedules to ensure you understand their purpose and how to complete them accurately. The goal is to position your organization for success in completing the annual tax compliance filing.

In addition, we will walk through a set of not-for-profit financial statements, compare them to for-profit financial statements, and highlight the financial information included in the Form 990. Financial statement reporting for not-for-profits can vary widely across the sector. Should you report the breakout between operating and non-operating activities? Should you use the stacked presentation or the columnar presentation on your Statement of Activities? These critical topics will be discussed to help you make informed decisions that best suit your organization.

Don't miss this opportunity to ensure your not-for-profit is well-prepared and positioned for success and gain valuable insights and practical tips to enhance your financial reporting and compliance efforts.

PRESENTERS

• Carolyn Fjelstad | Tax Manager
• Sarah Wine, CPA | Audit Shareholder

WHO SHOULD ATTEND

• Board or committee members of a tax-exempt organization
• Individuals who are new to the not-for-profit industry
• Those who are considering forming a new tax-exempt organization
• Those who need a refresher on the basics of a charitable organization

EVENT INFORMATION

• Date: March 20, 2025
• Time: 9:00 a.m. to 11:00 a.m.
• Cost: $25 per person
• CPE: 2 credit hours
• Platform: Zoom Webinar

Event Venue

Online