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NFP Basics Series: Functional Allocation of Expenses

July 19 @ 9:00 AM PDT - 11:00 AM PDT


We invite you to join us on Wednesday, July 19, 2023, for the Not-for-Profit Basics: Functional Allocation of Expenses. How you allocate expenses is important for projecting the right picture of your organization’s activities. Learn how to classify expenses in the right categories and why it is critical to differentiate appropriately between program services and supporting activities. You will also learn how to allocate expenses related to more than one function, as well as expenses for joint activities.

We will then switch gears and talk about how the functional expenses are reported for tax purposes, including why the allocation between program, management, and fundraising expenses is important, as it drives many of the third-party charity rating tools. We will also cover tax return disclosures relating to grantmaking activities (Schedules F and I) and foreign expenditures (Schedule F).



  • Board or committee members of a tax-exempt organization
  • Individuals who are new to the not-for-profit industry
  • Those who are considering forming a new tax-exempt organization
  • Those who need a refresher on the basics of a charitable organization


In order to attend this virtual event, please register HERE AT EVENTBRITE.COM


  • Date: July 19, 2023
  • Time: 9:00 a.m. to 11:00 a.m.
  • Cost: $25 per person
  • CPE: 2 credit hours
  • Platform: Zoom Webinar


July 19
9:00 AM PDT - 11:00 AM PDT


Lindsay Rose


Zoom Webinar

Events Contact

Lindsay Rose
Marketing Senior Manager
Clark Nuber
Contact Lindsay

Recruiting Events Contact
Lizzie Rahm
Human Resources Senior Manager
Phone: 425-635-7430
Contact Lizzie

Upcoming Events

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December 14 @ 9:00 AM PST – December 14 @ 11:00 AM PST

NFP Basics Series: Related Party Transactions & Compensation

November 1 @ 9:00 AM PDT – November 1 @ 11:00 AM PDT

NFP Basics Series: Financial Reporting for Endowments and Net Assets

October 11 @ 9:00 AM PDT – October 11 @ 11:00 AM PDT

NFP Basics Series: Financial Statement & Form 990 Walkthrough

September 28 @ 9:00 AM PDT – September 28 @ 11:00 AM PDT

NFP Basics Series: Functional Allocation of Expenses

July 19 @ 9:00 AM PDT – July 19 @ 11:00 AM PDT

NFP Basics Series: Reporting of Contribution Revenue and Fundraising Events

June 28 @ 9:00 AM PDT – June 28 @ 11:00 AM PDT

NFP Basics Series: Private Foundation Essentials Workshop

August 3 @ 9:00 AM PDT – August 3 @ 1:00 PM PDT