Podcast
Demystifying the Form 990: What Nonprofits Need to Know
“Recently, I have had a rash of organizations that will start flipping over into that next reporting level. They don't know whether they still meet the public support test, right? Whether they still qualify as a public charity? Once we figure it all out, we find out they don't, and they've got to radically change their activities in their fundraising style.”
Demystifying the Form 990: What Nonprofits Need to Know
A practical guide to understanding the Form 990 and avoiding costly nonprofit filing mistakes.
May L. Harris Esq., MA
Founder & CEO of Nonprofit Counsel
May L. Harris is the Founder and CEO of For Purpose Law Group, where she leads with bold vision, Empowering the organizations that are changing the world.
Genevra Williams
Nonprofit Attorney at Mendrygal Law
Genevra Williams is a nonprofit attorney at Mendrygal Law in Dallas, Texas, where she focuses exclusively on serving tax-exempt organizations. Previously the sole in-house counsel for a major community foundation, Genevra brings deep expertise in governance, compliance, and risk management. She has been recognized on the Texas Super Lawyers list (2022) and named to _The Best Lawyers in America®_ for Non-profit/Charities Law (2024).
In This Episode
A practical guide to understanding the Form 990 and avoiding costly nonprofit filing mistakes.
The Form 990 isn’t just another IRS requirement—it’s a powerful tool that can shape how the public perceives your nonprofit. In this episode, May Harris is joined by nonprofit attorney Genevra Williams of Mendrygal Law to break down what nonprofit leaders need to know about filing the 990 and its variations. From conflict of interest policies to the implications of using the wrong form, they share insights to help organizations stay compliant and build donor trust. Whether you’re wondering if you can handle the 990 yourself or need expert support, this conversation will help you make an informed choice.
Key Takeaways
Insightful moments and lessons from the conversation.
- Why the Form 990 is more than a tax form—it’s a key to public trust.
- How to determine which version of the 990 your organization should file.
- Why a clear conflict of interest policy is critical for your board and staff.
- How attorneys use 990 filings to evaluate nonprofits.
- Tips for deciding if you need expert legal help for tax compliance.
