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:
- 501(c)(6) Board Member Form 990 Review Checklist
- 501(c)(3) Board Member Form 990 Review Checklist
- 2017 IRS Tax Exempt Work Plan: What the IRS has in Store for Nonprofits
- Automatic Revocation of Exempt Status for Subordinate Group Members: Reinstatement and Erroneous Revocation
- Form 990’s “Question 15” and the Rebuttable Presumption
- How to Accurately Report your Current and Former Key Employees on the Form 990
- Accounting for Fundraising Events on the Form 990
- Schedule J Reporting for Related Entities
- Which Board Members are Disclosed on the Form 990