Skip to content

990 FAQs and Preparation Checklist

The Form 990 is the face of your organization, and filing it is not just a requirement. It is an opportunity to show that your organization is so well run it deserves greater financial support. Besides being done on time, your Form 990 needs to be done accurately to avoid stiff penalties — including loss of state registration and exempt status. In addition, a poorly prepared Form 990 can result in a diminished public image and crippling loss of donations and grants.

Our 990 experts have created this guide to answer common questions you may have and provide a preparation checklist to make sure your Form 990 puts your best foot forward. This resource is meant to serve as a reference for Form 990, and we recommend you reach out to our team of 990 experts for more in-depth answers to any questions you may have.

View the Guide

Would you like to learn more?

Join our email list to receive our most recent blog posts, notification of upcoming seminars, and access to new resources!

Stay Connected
More Updates
United States currency on a table with a plant growing out of the pile of coins, two hands form a protective roof over the plant and currency

Policies and Procedures: Investment Policy

Cash management and liquidity are critical for nonprofit financial health and sustainability. This generally involves some form of investment. Nonprofits often rely on a range of investments—savings accounts, money market