You Just Thought You Understood Your 990..

This one-hour webinar on is designed to help nonprofit leaders and financial staff better understand Form 990 and how it reflects the health and transparency of their organization. The session will walk participants through key schedules, common compliance pitfalls, and what donors and the public look for when reviewing a 990, with a focus on using the return as a communication tool rather than an afterthought. Attendees will leave with clearer insight into filing requirements, red flags to avoid, and how to ensure their organization is telling its story accurately and confidently. 

Key Takeaways from the Session

· Participants will gain a practical understanding of the major components and schedules of Form 990 and why each matters for compliance and public transparency.

· Attendees will learn how to identify common red flags, missing schedules, and filing requirements that nonprofits often overlook, helping them avoid compliance issues.

· The session will show how the 990 serves as a public facing document and a storytelling tool that reflects organizational health, helping leaders present their nonprofit effectively to donors and the community.

· New or transitioning financial staff will build confidence in maintaining accurate records throughout the year and better explaining the 990 to leadership and boards.

Meredith M. Smith, CPA is a Partner in the Birmingham, Alabama office and has over 25 years of experience in public accounting. Meredith graduated from the University of Alabama in 1996 with a B.S. in accounting and with a master's degree in accounting in 1997 from the University of Alabama in Birmingham. She performs audits of not-for-profit organizations and provides outsourced controller services to all industries. Meredith is active in her community. She serves on the board for both the Girl Scouts of North-Central Alabama and Children's Aid Society and is a graduate of the MOMENTUM Alumnae Executive Program. Meredith and her husband, Jeff have two children and reside in Birmingham, Alabama.