This publicly-available document is far more than a financial report – it provides extensive detail on your programs and operations; with a distinct focus on your governance policies, compensation practices, and foreign activities. Because it’s available at the click of a mouse, the Form 990 has become a primary source of information for regulators, the press, and the public.

Tate & Tryon is well-versed in Form 990 best practices, but we also know the pitfalls, and can help you avoid them. We pride ourselves on working closely with our clients and addressing their Form 990 questions with care. We will give your Form 990 the personalized and professional attention it deserves.

 

In addition to Form 990, our related compliance services include:

  • Forms 990, 990-T, 990-EZ, 990-PF, and 990-N

 

  • Federal and State Examination Assistance: Tate & Tryon assists nonprofits that have been selected for examination by the IRS or state taxing authorities – providing strategic advice, responding to document requests, and discussing issues with exam agents.

 

  • Exemption Application Preparation: Tate & Tryon prepares Forms 1023 and 1024, to assist organizations in obtaining Federal tax exemption. We also prepare state exemption applications for those jurisdictions that do not automatically recognize Federal tax exemption.

 

Form 990 Resources: 

INSIGHTS & RESOURCES

Tax-Exempt Organizations and 2017 Tax Reform

Posted on , updated on

Uncategorized11/23/2017

Dear Friends in the Tax-Exempt Community:
Below is a brief overview of the key tax reform proposals relating to tax-exempt organizations. As you know, Congress is currently putting together legislation to effect significant tax reform with a timeline of having it enacted this year. Although Congress is still negotiating, the following reform proposals may impact your […]

Royalty Income of Nonprofits is Being Targeted for Taxation!

Posted on , updated on

Uncategorized11/20/2017

The Senate Finance Committee’s version of the Tax Cuts and Jobs Act includes a number of items that would impact nonprofits.
Perhaps the most immediately significant is the provision that would call for taxing the revenue generated from royalties related to licensing a nonprofit’s name and/or logo. Royalty revenue has traditionally been exempt from income taxes. […]

How Could Federal Tax Reform Impact Nonprofits?

Posted on , updated on

Exempt Organization Tax11/17/2017

Uncategorized11/17/2017

By:  Doug Boedeker, CPA, Partner
It has been a challenge staying current on the twists and turns involved with the proposals for Federal Tax Reform. Many of the ideas within the tax reform package have a direct impact on nonprofit organizations.
Charitable deductions, executive compensation, employee fringe benefits, and intermediate sanctions are just some of the “hot […]

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