Live Webinar

65-minute live streaming program
  • April 30
  • 1:00 - 2:05 pm EST

Also available as:

OnDemand Course

Year-End Reporting Requirements for Nonprofits

April 30

Learn the necessary steps to prepare for year-end reporting and ensure your organization is compliant with regulatory requirements.

Many nonprofit professionals in executive, fiscal, and development positions dread the end of their fiscal year. They are ill-prepared for audits, required regulatory filings, and preparing for the next fiscal year. Nonprofits are not exempt from the year-end requirements, both fiscal and calendar. If they are not prepared for their responsibilities at fiscal and calendar year-end, they could jeopardize their nonprofit status and the future sustainability of their organization. This presentation will provide the necessary steps to prepare for year-end reporting and ensure your organization is compliant with regulatory requirements, provide shareholders with meaningful financial information, and help with future fiscal year planning.

Learning Objectives

  • You will be able to define the difference between fiscal year end reporting and calendar year end reporting.
  • You will be able to identify the necessary reporting requirements at the end of your fiscal year.
  • You will be able to discuss the importance of proper fiscal management for your nonprofit organization and how it provides proper tools for transparency, accountability, and stewardship of funds.
  • You will be able to explain how to be better prepared for the next fiscal year fiscal and development management.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Financial Reporting Requirements for Nonprofits
  • Financial Management During the Year
  • Preparing for Fiscal Year End
  • Financial Statements Required at Year End
Calendar Year End Reporting
  • Year End Reporting for Payroll
  • Year End Reporting for Independent Contractors
  • Year End Reporting for Donors
Fiscal Year End Reporting
  • Audits – Compilations - Review
  • IRS 990 and State Filings
  • Grant Reporting
Fund Raising Year End Preparation
  • Send Letters Soliciting Donations From Donors
  • Evaluate Yearly Donations and Compare to Goals
  • Send out Year-End Donor Statements
Preparing for Next Year
  • Review Internal Controls and Procedures
  • Prepare Budgets
  • Evaluate Systems
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.2 including Accounting 1.2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Accounting for 1.2 hours. Prerequisite: basic knowledge of nonprofit governance issues. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

OnDemand Course

This course was last revised on December 17, 2021.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for accountants, CPAs, executive directors, officers, board members, controllers, CFOs, and tax managers.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Joseph Scarano

Joseph Scarano

Araize, Inc.

  • CEO of Araize, Inc., a software company whose sole focus is to provide cost-effective, comprehensive software management solutions to nonprofit organizations
  • 10 years of experience as a CPA in a public accounting firm specializing in auditing and consulting nonprofits
  • 36 years of experience providing software solutions to nonprofits, Joe is dedicated to helping nonprofits be more accountable and more sustainable so they can better fulfill their mission
  • Presented at the North Carolina Association of CPAs’ annual conference on various topics related to nonprofit software, accounting, and systems
  • B.S. degree in accounting, Fairfield University
  • Can be contacted at [email protected] or 866-840-7449
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 410983
Published 2021, 2024
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