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

Is Your Organization Ready for Its Year-End Audit?

Posted on , updated on

Audit & Assurance12/11/2019

Preparing for your annual audit can be a bit of a juggling act as you work to close out the year, report preliminary financial results to your board and other constituents, while preparing for the audit. As you continue to prepare for your upcoming audit, here are several common areas to consider that hopefully will help facilitate a smooth audit, reduce any internal control findings, and minimize significant audit adjustments.

Tips on Improving Your Nonprofit’s Charity Watchdog Ratings

Posted on , updated on

Insights10/02/2019

Nonprofit Accounting-Tax-Technology10/02/2019

Podcasts10/02/2019

In this podcast, we discuss how charity watchdog organizations such as Charity Navigator, BBB Wise Giving Alliance, and GuideStar typically monitor and rate charitable organizations and what nonprofit leaders should be thinking about with respect to their organization’s ratings.

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