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

2019 Nonprofit CFO of the Year Awards: Celebrating Nonprofit CFO Excellence

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Firm News05/30/2019

Insights05/30/2019

Help recognize the efforts and achievements of an exceptional CFO whose leadership has made an impact.  Nominate a CFO for the 2019 Nonprofit CFO of the Year Awards. Winners will be formally recognized at the 2019 Nonprofit CFO of the Year Awards Luncheon on October 10, 2019 at the Capital Hilton in Washington DC.

Important Compliance Updates for DC Organizations

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Exempt Organization Tax05/29/2019

Insights05/29/2019

As states move to streamline their tax and reporting systems, more filings are being offered for submission through electronic channels such as state business portals. The District of Columbia has been no stranger to this phenomenon, with multiple portals available through their Office of Tax and Revenue (OTR), the Department of Consumer and Regulatory Affairs (DCRA), and the Department of Employment Services (DOES).

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