July 24, 2019
11:00 am - 12:00 pm

Using Form 990 to Tell Your Story

Slide Deck


Many nonprofit organizations overlook or under-estimate the impact of their Form 990 – it’s not just a tax return. When approached thoughtfully, it can become a valuable tool for telling your story and give your organization a powerful advantage with donors and other funders. See our recent blog post, Your Secret Nonprofit Fundraising Weapon: IRS Form 990.

Join GRF for a one-hour webinar exploring the story-telling possibilities of Federal Form 990. You will learn ready-to-implement strategies for using your organization’s Form 990 to increase transparency, communicate mission and results more effectively, and promote the overall credibility of your organization.


  • Effectively review your organization’s Form 990 with your governing body
  • Identify specific areas of focus to achieve greater transparency
  • Use your Form 990 to enhance your organization’s reputation and connect with prospective donors

Who Should Attend: CEOs, Executive Directors, CFOs, Directors of Finance, Chief Marketing Officers, Directors of Development, Controllers, Board Members


Tricia Katebini, CPA, MBA | Nonprofit Audit Senior Manager

Janna Goudarzi, MST | Nonprofit Tax Manager

Mac Lillard, CPA, CISA, CITP, CFE, PCIP | Audit and Risk Advisory Service Supervisor

Additional Program Details

  • Learning Objective: To provide attendees a better understanding of how the Form 990 can be used as a valuable development tool.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Nonprofit Tax
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.