Register Today!

Name______________________________________

Title/Position_______________________________

Organization_______________________________

Mailing Address_____________________________

City/State/Zip Code__________________________

Phone Number _____________________________

Fax Number ______________________________

E-mail Address _____________________________

Workshops Attending: (Check All that Apply)

Workshop 1: The Roles of the Organization,
Community, Foundations and Guidestar
Workshop 2: The Role of the IRS
Workshop 3: The Roles of the Attorney
General and Department of Revenue
Workshop 4:The Roles of the Secretary of
State and Department of Employment
Security

Make checks payable to:

Valerie F. Leonard
4111 West 21st Place
Chicago, IL 60623

Amount Enclosed _______

Fee: $25.00 per workshop in advance, and $35.00 at
the door.

Questions?
Contact Valerie at consulting@valeriefleonard.com or
773-571-3886.

Helping Organizations Build Sustainable Communities


Takethe30-Day
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Challenge

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Keep Your
Organization
Legal



























































The Problem

Between 2011 and 2014, 14, 922 tax exempt
organizations in the State of Illinois lost their exempt
status for failure to file Form 990 for three consecutive
years. Most of these organizations have had to pay
significant penalties or even dissolve their corporations
as a result. Don't let this happen to your organization.

Why You Should Attend

These workshops will provide an overview of the major
players in nonprofit compliance and present useful
information about the filing requirements and
information needed to prepare Form 990, and other
annual reports and filings required by state agencies.

All workshops will be held at B.U.I.L.D., 5100 West
Harrison, in Chicago, IL, from 10:00 am until 11:30
a.m. The fee is $25.00 per workshop up to 1 week in
advance, and $35.00 at the door.

What You Will Learn

The roles of the IRS, Attorney Generals Office,
Secretary of States Office and Department of
Revenue in regulating nonprofit organizations
and helping them to succeed
The roles and responsibilities of board members
and key organizational leadership in record
keeping, financial reporting and maintaining
compliance
What to do if you lose tax exemption
The consequences and penalties of late filings
and registrations
Which forms you need to register nonprofits and
professional fundraisers
Which forms you need to file on an annual
basis, including annual reports, form 990s and
AG-990s and 941s (payroll taxes)
The relationships between good board
governance, fundraising, and regulatory
compliance
How to avoid the most common traps for
fundraising activities

The Major Players and Their Roles
in Nonprofit Compliance

October 1, 2014
Workshop 1: The Roles of the Organization,
Community, Foundations and Guidestar
We will provide an overview of the responsibilities of
nonprofits in recordkeeping and reporting. We will also
examine how this information may be used by funders,
the community and Guidestar.

October 8, 2014
Workshop 2: The Role of the IRS
We will examine the role of the IRS in compliance,
education and outreach, and ways they work to
strengthen the nonprofit sector. This will include an
overview of the Form 990 and federal payroll taxes.

October 15, 2014
Workshop 3: The Roles of the Attorney General
and Department of Revenue
We will review the roles of each agency and reporting
requirements of the Attorney General and Department
of Revenue. This includes an overview of the AG-990
and state payroll taxes.

October 22, 2014
Workshop 4: The Roles of the Secretary of State
and Department of Employment Security
We will review the registration and ongoing reporting
requirements of the Secretary of State and
Department of Employment Security.

Take the 30 Day
Compliance Challenge

We will cover the full range of the basic requirements
to keep your organization legal within 4 weeks. Your
challenge is to participate in up to 4 workshops and
make sure your organization's paper work is current
within 30 days of the end of the series. Contact Valerie
at consulting@valeriefleonard.com or 773-571-3886 to
share how it goes.


Valerie F. Leonard



Valerie F. Leonard is an expert in community and
organizational development, with a mission to
strengthen the capacity of organizations to make a
positive impact on the communities they serve. This is
achieved through technical assistance, specialized
workshops, and hands on technical assistance. Prior to
starting her consulting practice, Valerie spearheaded
the spin-off of a community- based grant making
organization from a family foundation and became its
founding executive director.

Valerie is an adjunct instructor for the University of
Illinois at Chicago's Great Cities Institute's Online
Certificate in Nonprofit Management Program. In this
capacity, she has taught courses in proposal writing for
government grants, financial management, strategic
management and operations management.

Valerie has a bachelor of arts degree in economics
from Spelman College, and a master of management
degree in finance and marketing from the Kellogg
Graduate School of Management. She is also the
publisher of the Nonprofit U and In the Loop e-
newsletters, and moderates several blogs, including
Staying in the Loop, North Lawndale TIFs and Policy
on the Ground.

For further information, contact Valerie at
773-571-3886 or consulting@valeriefleonard.com.

Follow Valerie at Valeriefleonard.com, on Facebook or
on Twitter.