Keep Your Tax-Exempt Status Protected with Proper 990 Filing
Filing Form 990 is a legal requirement and a public document that reflects your organization's credibility. We prepare accurate, complete returns that protect your status and strengthen donor confidence.
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How can we help?
What You Get
We prepare Form 990, 990-EZ, and 990-PF returns for nonprofit organizations, ensuring accuracy, completeness, and compliance with IRS requirements. Our service includes reviewing your functional expense allocations, governance disclosures, program service accomplishments, and compensation reporting. We also advise on unrelated business income tax (UBIT) issues and help you maintain compliance with the rules that protect your tax-exempt status.
Is This Right For You?
Who This Service Is For
See if your situation matches one of the common scenarios we help with.
Nonprofits Required to File Form 990
Most tax-exempt organizations with gross receipts over $50,000 must file an annual return. We ensure your filing is accurate and submitted on time.
Organizations with Complex Revenue Streams
If your nonprofit earns revenue from activities unrelated to your exempt purpose, you may owe unrelated business income tax. We help you identify and properly report these activities.
Boards Seeking Transparency
The Form 990 is a public document. A well-prepared return demonstrates accountability and responsible governance to donors, grantors, and the public.
Our Process
How We Work Together
A clear, structured process so you always know what to expect.
Information Gathering
We collect your financial statements, board and officer information, program descriptions, and governance documentation needed for the return.
Return Preparation
We prepare the Form 990 including all required schedules, functional expense allocations, and narrative descriptions of your programs and accomplishments.
Review & Approval
We review the completed return with your executive director or board treasurer, explain key disclosures, and make any necessary revisions before filing.
Filing & Compliance Guidance
We file the return electronically, provide you with a copy for your records, and advise on any compliance issues to address before the next filing year.
Common Questions
Frequently Asked Questions
When is Form 990 due?
Form 990 is due on the 15th day of the 5th month after your fiscal year ends. For calendar-year organizations, that means May 15. Extensions are available, but we recommend filing on time whenever possible.
What happens if our nonprofit does not file Form 990?
If you fail to file for three consecutive years, the IRS will automatically revoke your tax-exempt status. Reinstatement is possible but involves additional cost and effort. Consistent, timely filing is essential.
What is unrelated business income tax?
UBIT applies when a nonprofit earns income from a trade or business that is regularly carried on and not substantially related to its exempt purpose. Common examples include advertising revenue, rental income from debt-financed property, and certain sponsorship arrangements.
Is the Form 990 really available to the public?
Yes. Form 990 is a public document, and your organization is required to make it available upon request. It is also posted on sites like GuideStar. This is why accuracy and completeness matter so much.
Can you help with state nonprofit filings too?
Yes. Many states require separate charitable registration filings and annual reports. We help you identify your state requirements and prepare the necessary filings.
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Learn MoreReady to Get Started?
Schedule a free consultation to discuss your needs. We will walk you through how we can help and give you a clear picture of pricing before you commit to anything.