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.
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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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More Program Information
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
OnDemand Course
This course was last revised on April 30, 2024.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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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
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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More Program Information
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.
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