Description:
For many nonprofits and the professionals who support them, Form 990 is treated as a necessary but tedious compliance task. Unfortunately, this approach overlooks the reality that the 990 is a public document read by donors, foundations, charity watchdogs, journalists, and prospective board members. When it’s handled as a purely technical tax filing, organizations miss powerful opportunities to build trust, clearly communicate impact, and reinforce their brand. Even worse, inconsistencies, missed disclosures, or weak narratives can quietly undermine credibility and fundraising efforts.
During this webinar, Melissa Metcalf Le Roy will show you how to reframe the 990 as a strategic storytelling and governance tool. Using real-world examples, you’ll discover how a more intentional approach to the 990 can support fundraising, strengthen public perception, and improve outcomes with funders and rating agencies.
You’ll learn:
- which parts of the Form 990 most influence public perception, including the Summary, Program Service Accomplishments, and Schedule O;
- how to align your 990 with audited financial statements, annual reports, and donor-facing communications;
- how to avoid common compliance and disclosure mistakes that can raise red flags with watchdogs and funders;
- ways the 990 can strategically support fundraising, grant proposals, and nonprofit ratings various on platforms; and,
- how to apply a practical review framework to ensure your 990 tells a clear, credible, and compelling story of impact.
Who should attend:
This session is ideal for nonprofit leaders, finance and operations professionals, and staff members who want the Form 990 to do more than simply meet IRS requirements.
After the webinar, you’ll receive:
- slides and handouts; and,
- a link to the webinar recording.
Can’t attend live and still want to watch the webinar?
Want to review the materials after the session?
You will receive an email with the full recording and any handouts within 10 business days after the webinar.
After you register, you will receive the following emails:
- A sales receipt for your bookkeeping records
- A confirmation email from Zoom with the login credentials
- Instructions for other attendees if you registered a group
If you do not receive these emails within 48 hours of registering, please email or call 1-877-784-7268.
GrantStation does not refund registration fees. Fees may be applied to any webinar scheduled within 30 days.
Melissa Metcalf Le Roy
Melissa Metcalf Le Roy, a graduate in Entrepreneurship, with a minor in business law of Western Carolina University and a graduate in Nonprofit Management of Duke University teaches non-profit management classes throughout North Carolina, South Carolina and Virginia and for Duke University. She is a past board member of the North Carolina Center for Non-Profits. For four years she contributed a regular “Non-Profit Leadership” column for the Tryon Daily Bulletin, and currently offers her services as a consultant through her own firm, OnFire Nonprofit Consulting.
