Nonprofit Returns (Form 990)

What we need

• Your EIN and IRS determination letter (your exempt status)
• Formation documents and mission statement
• Last year's Form 990
• Total gross receipts and assets for the year — this decides whether you file the 990-N, 990-EZ, or full 990
• Statement of revenue and expenses, and a balance sheet
• Revenue broken out: contributions and grants, program service revenue, membership dues, fundraising, and investment income
• Grants your organization made to others
• Your largest vendors or contractors paid
• A list of officers, directors, trustees, and key employees, with any compensation
• A description of your program accomplishments for the year
• Board policies (conflict of interest, whistleblower, document retention) and board minutes

Don't skip a year: even the smallest nonprofits must file something every year, and missing three years in a row automatically revokes your tax-exempt status. We'll make sure the right version gets filed on time.

What's included

• A review of your finances and governance information
• Preparation of the correct version — Form 990-N, 990-EZ, or the full 990
• Secure electronic filing with the IRS
• A copy of the completed return for your board's records
• If we make an error on your return, we fix it