Free Webinar for Tax-Exempt Organizations!
Optimizing the Most Visible Sections of Form 990 For Fundraising and PR | Part 1
Tuesday, August 6th, 2026
2 PM EST
About the Webinar
For many nonprofits and CPAs, the Form 990 is viewed as a simple IRS compliance requirement. In reality, this public document is one of your most powerful tools for enhancing your organization’s brand, demonstrating transparency and accountability, and telling a compelling story of impact. In this webinar, participants will learn how to optimize key sections of the Form 990 so that it accurately reflects their financial and operational health, builds donor and public trust, and supports year-round fundraising and communications efforts.
By the end of Part 1, participants will be able to:
- Identify the most visible and influential sections of Form 990 and ensure they accurately reflect their organization's financial and operational health.
- Pinpoint which Form 990 parts and schedules most shape public perception (especially the Summary, Program Service Accomplishments, and Schedule O) and revise them to better communicate mission, programs, and outcomes.
- Align the Form 990 with other core organizational documents (audited financials, annual report, and key communications) so that numbers and narratives are consistent and reinforce each other.
About Melissa
Melissa Metcalf Le Roy, a graduate in Entrepreneurship, with a minor in business law of Western Carolina University and a graduate in Nonprofit Management from Duke University teaches non-profit management classes throughout the southeast. She is a past board member of the North Carolina Center for Non-Profits. For four years she contributed a regular “Non-Profit Leadership” column for the Tryon Daily Bulletin, and currently offers her services as a consultant through her own firm, OnFire Nonprofit Consulting. You can also view her TEDx talk “A Love Affair, the Art of Not Asking” on Nonprofit Fundraising.
A Western North Carolina native, she lives in Forest City, North Carolina with her husband Chris, Chief of Police with the Forest City Police Department, and their dogs Cali and Sandi.
