Workshop: Leveraging Your 990: Communicating Compliance and Stewardship (Dream Keeper)

Nonprofits communicate to potential funders beyond our tailored grant applications.  There are more and more public-facing tools that are easily accessed by funders and donors alike.  The Form 990 is one item that is submitted annually to the IRS by tax-exempt organizations.  

This workshop will dissect the 990 and review core sections that tell part of your organization’s story. The 990 helps others to make deductions on important funding aspects such as: financial stability; reasonableness of expenses (i.e. ratios of salaries, operations, etc…); possible conflicts of interest; and governance compliance, etc.

Participants will leave with an understanding of what the 990 entails and how their organization may be viewed by others.  This knowledge can assist with annual planning and strategy development.

If questions, email  Araceli at acruz@pjsconsultants.net and malley@pjsconsultants.net. 

Workshop Presenter

Marthea Alley-Caliz is a seasoned professional with over 20 years of experience in nonprofit, community, and government sectors, specializing in executive coaching, team development, grant writing, and financial management. With a decade-long tenure in senior roles within Alameda County, she possesses extensive expertise in contract/finance, data/evaluation, and special projects management. Additionally, she leads Community ConnexUs Consulting Services, focusing on organizational, leadership, and board development, as well as program sustainability. Marthea holds a Juris Doctor (J.D.) from Golden Gate University, School of Law, and a B.A. in Public Administration from the University of California, Berkeley. Beyond her professional endeavors, she is a devoted mother of two who volunteers for church and community programs, particularly those supporting youth, foster youth, African American community development, and the arts.