IRS Form 990: Public Relations Opportunity or Trap for the Unwary?

IRS Form 990: Public Relations Opportunity or Trap for the Unwary?

Wednesday, March 17 | 1:30 PM – 3:00 PM | Webinar

Presented by: Don Kramer, Editor and Publisher, Nonprofit Issues

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Offered in Partnership with: Nonprofit Issues

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

Because most charity Form 990 tax returns are instantly available online, they can be an organization's most important public relations document…OR they can be a trap for the unwary, leading to confusion, adverse publicity, media inquiries, or even government sanctions.

This session will view the full (long form) Form 990 from the perspectives of a donor and a regulator. It will discuss the most common errors and best practices for using the Form as a tool to provide transparency on an organization's operations.

Participants will receive a copy of the Form 990 Compendium, the Standards for Excellence Educational Resource Packet containing sample policies and other important content to ensure your Form 990 can be a strong relational tool with the public, donors, media, and the government. Participants should have their most recent Form 990 available during the program.

Follow your 990 line-by-line as we discuss:

• The Form 990 components that provide marketing and Public Relations opportunities
• How to identify key areas that create "red flags" for the IRS, funders, and potential donors
• How to analyze your current Form 990 for completeness and accuracy

*CPE & CLE credits are available for this program for accountants and lawyers; to receive credit you must register through Nonprofit Issues.

*If your org is located in Bucks, Northampton, and/or Lehigh County, it’s your lucky day! Thanks to the generous support of The Provident Bank Foundation, you are eligible to attend this program free of charge, regardless of your membership status with PANO. Contact Christina at christina@pano.org for details!

Single Login Cost:
$45 per person for PANO Members | $100 per person for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost (4-10 individuals):
$150 per group for PANO Members | $333 per group for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar, please have one individual register selecting the group screening rate then send a list of all individuals viewing the webinar (including their email addresses) to christina@pano.org.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All webinar registrants will receive a recording of the webinar following the live session!