Form 990 and the related annual reporting that protects a 501(c) organization's tax-exempt status, prepared by people who understand it is also a public document.
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A tax-exempt organization does not escape filing, it files differently. The annual return in the 990 series reports your finances, governance and program activity to the IRS. Which version you file depends on size: the full Form 990 for larger organizations, Form 990-EZ in the middle, and the 990-N electronic notice for the smallest.
Two things make this different from a business return. First, the 990 is a public document that donors, grant-makers and journalists can and do read, so how it presents your organization matters. Second, failing to file for three consecutive years costs you exempt status automatically, and getting it back means reapplying from the beginning.
The correct version for your organization's size, prepared and e-filed.
Schedule A public support, Schedule B contributors, Schedule O narrative and the others your activity requires.
Costs split across program, management and fundraising, which is the ratio your donors look at.
Tracked and calculated so your public charity status is not quietly at risk.
Board, conflict-of-interest and policy questions answered accurately.
Form 990-T prepared where the organization has income outside its exempt purpose.
If any of these describe your situation, this is the right place to start.
Upload your documents securely and a preparer will take it from there. Everything is sent over an encrypted connection, never plain email.
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No mystery, no jargon. Here is exactly how we work together.
It depends on gross receipts and total assets. The smallest organizations file the 990-N electronic notice, mid-sized ones the 990-EZ, and larger ones the full 990. Private foundations file the 990-PF regardless of size. We work out which applies to you.
Exempt status is revoked automatically after three consecutive missed years, and it is not discretionary. If that has happened, reinstatement is possible and there are procedures for it, including retroactive reinstatement in some cases. Come to us sooner rather than later.
The 15th day of the fifth month after your fiscal year end, so May 15 for a December year end. Extensions are available.
Effectively anyone. The 990 is a public document, published by the IRS and mirrored by charity databases that donors and grant-makers use. We prepare it knowing it will be read that way.
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