Nonprofit Tax Compliance Services

The version of Form 990 required depends on your organization's gross receipts and total assets. Form 990-N applies to organizations with gross receipts normally at or below $50,000. Form 990-EZ applies when gross receipts are less than $200,000 and assets are less than $500,000. Larger organizations exceeding those thresholds file the full Form 990. Form 990-PF is required for all private foundations, and Form 990-T is required to report unrelated business income, claim other tax credits, and report certain foreign activity. We help you determine the correct filing and ensure all applicable schedules are included.

Form 990 is due on the 15th day of the 5th month after your fiscal year-end. For example, an organization with a December 31 year-end has a May 15 deadline. We also assist with filing extensions when needed to avoid late filing penalties. The final deadline is 10 and ½ months past your fiscal year end.

Failure to file can result in IRS penalties, increased scrutiny, and automatic revocation of tax-exempt status after three consecutive years of non-filing. If your organization has fallen behind, we can help you get back into compliance and, if necessary, assist with reinstatement.

Most nonprofit organizations are exempt from federal income tax; however, they may still be subject to tax on unrelated business income (UBI), which is reported on Form 990-T. We help identify potential UBI and ensure proper reporting.

Form 990 is publicly available and often reviewed by donors, grantmakers, charity watchdogs, and the media. A well-prepared return strengthens transparency, supports fundraising efforts, and reflects strong governance practices.

Yes. Whether you are a newly formed organization or have missed prior filings, we guide you through the entire process, from gathering information to submitting your return accurately and on time.